Bordeaux-Begles scored five first-half tries to retain the Champions Cup title with a comfortable victory over Leinster in the final in Bilbao and prolong the Irish team's agony in European rugby's showpiece game. Despite conceding an early try through Leinster winger Tommy O'Brien, Bordeaux's power and pace told as captain Maxime Lucu and Paolo Uberti scored to shift momentum. With Leinster wilting under relentless Bordeaux pressure, Louis Bielle-Biarrey's double put the French side in the driving seat before Yoram Moefana intercepted a Harry Byrne pass and ran in under the posts to establish a 28-point half-time gap. Leinster hit back early in the second half through Joe McCarthy after Lucu's yellow card for pulling the lock's hair. Lucu returned to kick two penalties, and while Garry Ringrose notched Leinster's third, the damage had been done in the first half as Bordeaux completed a French double over Irish sides after Montpellier's emphatic Challenge Cup final win over Ulster on Friday night. It is Bordeaux's second Champions Cup triumph and France's sixth consecutive win in the blue riband competition, with La Rochelle and Toulouse also winning twice since 2021. For Leinster, however, it is a fifth defeat in the final since they claimed their fourth title in 2018, with the past four heartbreaks coming at the hands of French opposition. Leo Cullen's side lost by a score to La Rochelle in 2022 and 2023 and took Toulouse to extra-time in 2024, but they were comfortably second best to Bordeaux in the Bilbao heat. More to follow.

Jonas Vingegaard took the Giro d’Italia leader’s pink jersey for the first time after completing a hat-trick of stage wins, the race favourite soloed to the summit to take stage 14, proving too strong for his rivals in the Alps. The Visma-Lease a Bike rider, already successful on the summit finishes on stages seven and nine and, aiming to become the eighth rider to win all three Grand Tours, attacked with less than 5km left of the gruelling 133km ride from Aosta to Pila. The Dane looks set to win the Giro at his first attempt. Felix Gall (Decathlon CMA CGM) was second, 49 seconds behind, with the former winner Jai Hindley taking third. The Dane’s Visma-Lease a Bike teammates did all the work to set him up for the win on the final climb to Pila consisting of 20 hairpins, where the race leader Afonso Eulálio and many others struggled. “Today we made a plan from the start with the team, and we wanted to control the race, and that’s what my teammates did,” Vingegaard said. “It was really impressive how they rode, and I’m so proud of my teammates, and I’m proud that I can pay them back, it’s a super nice win.” View image in fullscreen Jonas Vingegaard crosses the finish line at Pila. Photograph: Gian Mattia d’Alberto/LaPresse/AP Vingegaard, already successful on the summit finishes on stages seven and nine, attacked with less than 5km left and looks set to win the Giro at his first attempt. Felix Gall (Decathlon CMA CGM) was second, 49 seconds behind, with the former winner Jai Hindley (Red Bull-Bora-Hansgrohe) taking third. Portugal’s Eulálio (Bahrain Victorious), who had hung on to the pink jersey since taking the overall lead on stage five, trailed in almost three minutes behind Vingegaard, and dropped to second place, 2min 26secoff the leader. The riders were climbing from the off and a large breakaway group formed on the ascent of Saint-Barthelemy, while Visma controlled the peloton. Visma’s Tim Rex put in a stellar shift to drag the bunch along, grimacing in pain a...

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。 据称，特朗普当天将与特使威特科夫和女婿库什纳等人举行会谈，美国副总统万斯预计也将参加。 特朗普称，目前达成协议的可能性“大约占一半”。他说，美方要么达成“一项好的协议”，要么将对伊朗采取更强硬行动。 美国总统特朗普表示，他将于当天晚些时候与谈判团队会面，讨论伊朗方面最新提议，并可能于24日决定是否恢复军事行动。 正在参与斡旋的巴基斯坦陆军参谋长穆尼尔已于23日离开德黑兰。巴基斯坦方面表示，各方“朝着最终谅解取得了令人鼓舞的进展”，但协议尚未最终达成。 特朗普表示，他只会接受涵盖铀浓缩及伊朗现有铀库存等问题的协议。不过，这些问题预计不会在当前讨论中的意向文件中得到详细解决。根据相关提议，美伊双方将同意结束冲突，并在随后30天内继续进行更深入谈判。 特朗普还表示，“事情可能朝两个方向发展，要么我对他们实施前所未有的更强打击，要么我们签署一项好的协议。”（央视） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

AMZN is joined by a pair of AI stocks and S&P 500 members, Cadence Design Systems, whose software tools are used to design advanced semiconductors, and GE Vernova, whose gas turbines power data centers. AMZN was added to the SwingTrader portfolio on Thursday, while GEV is part of the IBD Leaderboard portfolio of elite stocks. Both Amazon and CDNS have an excellent IBD Composite Rating of 98 out of a possible 99, according to IBD Stock Checkup.

山西長治市沁源縣有煤礦爆炸，當局修訂死亡人數是82人、2人失聯，另有128人受傷。 長治市當局晚上舉行記者會，交代搜救進展，開始前先為遇難者默哀，長治市應急管理局局長張文波公布，涉事企業有重大違法行為，而事故現場的氣體有毒有害，存在發生次生災害風險，為搜救工作帶來一定難度，又指今次事故性質極嚴重，會嚴查安全監控系統。

格隆汇5月23日｜据AXIOS网站，美国总统特朗普周六表示，他将在当天晚些时候与谈判代表会面，讨论伊朗的最新提议，并很可能在周日决定是否恢复战争。特朗普表示，他对能否达成“好”协议，或者“把伊朗炸得天翻地覆”，持“稳固的五五开”态度。特朗普将在周六晚些时候与威特科夫、库什纳讨论伊朗的最新回应。副总统万斯也预计将加入讨论。特朗普表示，他只愿意接受涵盖铀浓缩和伊朗现有浓缩铀库存命运等问题的协议 。然而，根据美伊双方目前讨论的意向书，这些问题不太可能得到详细解决。根据该意向书，双方同意结束战争，并承诺进行30天更深入的谈判。

MikhailMishchenko/iStock via Getty Images Introduction RenaissanceRe ( RNR ) is one of the largest reinsurance and insurance companies in the world, focusing on property and casualty and specialty insurance. Despite the insurance group posting excellent financial results, the prices of the preferred shares remain under pressure due to higher interest rates in the financial markets. I think this creates an opportunity to pick up investment-grade preferred stock offering a yield of almost 7%, and I recently initiated a long position. Data by YCharts Another set of robust results thanks to lower claims It isn’t easy to compare RenaissanceRe’s Q1 2026 results with the Q1 2025 results as there are some fundamental differences. The total amount of gross premiums and net premiums decreased; the gain on investments recorded in Q1 2025 was now converted into a loss (due to the higher interest rates on the financial markets), but the saving grace was the very substantial decrease in net claims and claims expenses, which decreased by $1.75B, as Q1 2025 had to deal with the California wildfires. RNR Investor Relations This means RenaissanceRe reported a total net profit of $516M, of which just over $222M was attributable to the non-controlling interests. After also deducting the $8.8M in preferred dividends, the net income attributable to the common shareholders of RenaissanceRe was just under $285M for an EPS of $6.60. So despite the lower amount of premiums written and earned, RenaissanceRe can be quite happy with its first quarter. The operating income of $591M represented a 22% annualized operating ROE , and those are numbers the company’s executive team will be happy about. It’s also interesting to note the reinsurance company sold about half of its gold (which helped RNR to record a $65M gain on its commodity related investments) and spent in excess of $350M on buying back its own shares at an average cost of just under $290 per share. And as the footnotes to the financia...

Highlights From 2nd Batch Of Declassified UFO Files Include A UAP Shootdown The Pentagon’s second batch of declassified UFO files released on May 22 includes videos such as Unidentified Anomalous Phenomena (UAP) being shot down over the Great Lakes and audio of astronauts witnessing a series of unexplained phenomena. ​Dozens of documents were cleared for release on Friday, adding to the previous document dump on May 8, which revealed that Apollo 11 astronauts reported seeing a “sizable” object near the moon. ​The Epoch Times' Jacki Thrapp offers the following highlights from a partial review of the newly released files. UAP Shot Down The U.S. Air Force shot down a balloon-shaped UAP over Lake Huron , one of the Great Lakes located between the United States and Canada, on Feb. 12, 2023. A U.S. Air Force Air National Guard F-16C shoots down a UAP over Lake Huron on Feb 12, 2023. Department of War The video, which the War Department said was likely taken by an infrared sensor aboard a U.S. military platform, showed the UAP being struck and “fragmenting in a radial displacement pattern that suggests a high-energy event.” Fragments fall from the UAP after it was shot. Department of War The War Department did not reveal what fell from the object. Officials did not share if any attempts were made to recover the fragments. The Epoch Times reached out to the Department of War for additional information. ​UAP Formation Caught on Camera The Department of War released a video showing “four areas of contrast” seemingly making a formation, according to a video apparently filmed by an infrared sensor aboard a U.S. military platform. A screenshot from a video titled “UAP USO Formation.” USO stands for unidentified submerged object. Department of War The eight-minute clip, which was edited and digitally altered, showed four objects moving in a parallel direction as they became “increasingly indistinct over time as the video quality degrades.” Four unexplained objects moving in the s...

Senior US and Iranian officials said on Saturday they could be close to a breakthrough in talks to strike a draft deal to end the war in the Middle East. Iran said gaps remain between the parties, and the dispute over its nuclear programme would not be part of the initial talks. But US Secretary of State Marco Rubio expressed optimism, just as Pakistan’s army chief, a key go-between between the United States and Iran, left Tehran after two days of talks with senior Iranian leaders. Advertisement “There is a chance that, whether it’s later today, tomorrow, in a couple days, we may have something to say,” Rubio told reporters on Saturday during a visit to New Delhi, adding that he hoped that he would soon be able to announce “good news”. 01:01 Trump says Xi offered help on Iran as China seeks to keep Hormuz open The Iranian foreign ministry also said that a draft deal might at last be close.

London assembly officials are weighing up whether to launch an investigation into Zack Polanski after he admitted he may have failed to pay the correct council tax while living on a houseboat in the capital. The Green party leader has faced questions over whether the houseboat, moored in east London, was his primary residence. A spokesperson for his party had described the situation as an “unintentional mistake” and said Polanski had “immediately taken steps” to pay any tax owed. Last week, Anna Turley, the chair of the Labour party, wrote to the Greater London authority (GLA) monitoring officer to call for an investigation into Polanski, as an elected member of that body, over whether he had breached the standards to which he was bound. View image in fullscreen Labour party chair, Anna Turley. Photograph: Jaimi Joy/Reuters The monitoring officer is understood to be considering whether to launch an investigation into the issue. In email correspondence reported by the Times, they said: “I am treating your correspondence as a formal complaint under the GLA’s standards regime. “The monitoring officer is required to consider complaints about the conduct of elected members in accordance with the approved GLA member code of conduct complaints procedure. “This will now be considered in accordance with the authority’s established procedures, including an initial assessment of whether an investigation is required.” When a formal complaint is made, the subject of the complaint has seven to 10 days to respond in writing. After two independent people outside the GLA, which comprises the mayor of London and the 25 London assembly members, are consulted and provide advice, the monitoring officer will make a decision. Assembly members can face sanctions if found to be in breach of ethics rules, though these are often minor and can result in a meeting or apology. The Green party had told the Times that Polanski rented a room at another address where council tax was included in the ...

Key Points Ford has struggled with market share and profitability in Europe. This is Ford's fourth major overhaul of its European business since 2000. Even if its new passenger car strategy struggles, its commercial business is the key driver. 10 stocks we like better than Ford Motor Company › Ford Motor Company (NYSE: F) has been doing business in Europe for over 100 years, and maybe that's one reason why the Detroit icon has trouble throwing in the towel on the region. Over the past 25 years Ford has made numerous major restructurings of its European business, only for the struggle to continue. In the midst of its newest overhaul, we're now finding out exactly what new models will drive Ford's next attempt to make Europe a bigger part of its bottom line. Except this time, there's a growing threat that is likely to make it even more challenging than in the past. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » New models, you say? This latest Euro overhaul comes with a different Ford flavor. The automaker is combining off-road vehicle design and on-road performance, with more rally-like capability designed to match Europe's unique setting, with winding, narrow roads and alpine passes. By the end of 2029, Ford plans to launch five all-new passenger vehicles to go on the offensive. One will be a new member of the global Bronco family, a multi-energy rugged compact SUV that will be produced at Ford's Spain plant in 2028. Ford will also bring a new small electric hatch, a small electric SUV, and two multi-energy crossovers. All of them will have the type of off-road rally feel that Ford hopes will gain traction. Heard this before? But is that offensive launch of vehicles enough to reverse years of market share decline and profitability struggles in Europe? That's a big enough question on its own, but ...

Joe Hendrickson/iStock Editorial via Getty Images Investment Thesis: A Tactical Opportunity for Impatient Investors Before we start, let’s be clear about what this article is and what this article is not. Lululemon ( LULU ) is not a long-term Quality Growth play, and as such I am not recommending this stock for long-term Quality Growth investors (we’ll explore why). However, Lululemon at current prices is not a value trap, and I believe the sell-off has been sufficiently overdone to create a tactical opportunity for investors willing to look past a difficult FY2026 and buy what remains a good business at a genuinely cheap price. What Happened and Why the Sell-Off Was Predictable Lululemon was, for several years, one of the best Quality Growth stories in retail. The company exhibited 20%+ revenue growth, expanding margins, and an almost fanatical customer base that seemed to defy economic cycles. The expectation was that this stock would continue to compound earnings and continue finding new avenues for future growth. Oh, how the mighty have fallen. That expectation has now been decisively punctured, and the stock has paid the price. Down more than 75% from its peak, the coup de grace was a combination of deteriorating North American fundamentals and a guidance that fell well below expectations. Q4 FY2025 revenue increased just 1% to $3.6 billion , with Americas net revenue decreasing 4%, gross margin declining 550 basis points to 54.9%, and operating margin falling 660 basis points to 22.3%. Guidance was a real stinker. Full-year FY2026 revenue growth is forecast at just 2% to 4%, and EPS guidance of $12.10 to $12.30 implies a decline from the $13.26 earned in FY2025. Taking a step back, let’s ask what makes or breaks a Quality Growth stock. Strong fundamentals (nope), consistent EPS growth (nope), and future avenues for growth (a solid maybe). So definitely not a Quality Growth compounder. But at this price, let’s assess Lululemon from another angle. Perhaps short-...

Formula 1 great Alain Prost suffered a head injury when a masked gang raided his home, Swiss media reports claim. The violent robbery took place at the home of the French four-time world champion in Nyon, about 25km north of Geneva, according to Blick., external Police have confirmed a family was targeted by robbers at around 8:30am on Thursday, but have not released the victims' identities. "Several masked individuals entered the house. Once inside, they threatened the occupants and slightly injured one family member in the head, under circumstances that are still being investigated," a statement from the Vaud cantonal police force said. "The perpetrators then forced another family member to open a safe before fleeing," it added. It said the value of the items stolen was still being assessed. A "large-scale search operation" was launched involving both Swiss and French police and border security, while a psychological support team has been provided to the family, police added.. Prost, 71, drove for McLaren, Renault, Ferrari and Williams in a 13-year F1 career, winning the world title in 1985, 1986, 1989 and 1993. Only Michael Schumacher, Lewis Hamilton, with seven titles each, and Juan Manuel Fangio, with five, have won more championships than Prost.

Those figures sound decent at first glance. Then comes the flip side: roughly 40% of adults still do not have a clear cash buffer for a relatively modest surprise expense. That's the exact kind of financial pressure Gates was talking about. According to the Federal Reserve's latest Survey of Household Economics and Decisionmaking report released this month, 63% of adults said they could cover a $400 emergency expense using cash, savings, or a credit card they could pay off at the next statement. Meanwhile, 55% reported having at least three months of emergency savings set aside. Another 73% said they were either "doing okay financially" or "living comfortably." That helps explain why Gates focused less on luxury and more on mental bandwidth. The ability to stop worrying about catastrophic bills is a form of freedom many people understand instantly, whether they have $5,000 in savings or $5 billion. A broken air conditioner. An ER visit. A tuition bill that lands like a meteor in the mailbox. For many households, those aren't inconveniences. They're budget emergencies. What made Gates' response resonate wasn't the billionaire flex . It was the recognition that financial stress follows ordinary people everywhere. No lecture about yachts. No dramatic speech about success. Just two expenses that keep plenty of families awake at 2 a.m.: healthcare and college tuition. Think the biggest tech gains happen after an IPO? Click here to see why some investors are looking at opportunities before companies go public. Find out if your retirement plan is exposed to risks most investors overlook — get matched with a fiduciary adviser today. "Yes. I don't have to think about health costs or college costs. Being free from worry about financial things is a real blessing. Of course you don't need a billion to get to that point. We do need to reduce the cost growth in these areas so they are accessible to everyone." During a Reddit AMA in 2019 , Gates was asked a question that cuts stra...

Sophie Whitehouse etched her name into Charlton folklore as she saved four penalties in the shootout to win her side promotion to the Women’s Super League and relegated Leicester in the process. The Republic of Ireland goalkeeper’s heroics gave Charlton a 2-1 victory on penalties to settle the nerviest playoff tie you could imagine after a goalless 120 minutes. The result capped off a dismal season for Leicester, who have lost every match they have played in 2026, while for Charlton the joy was unbridled and it was a case of ‘second-time lucky’ after they had lost a decisive game on the regular season’s final day that had seen the miss out on automatic promotion. The first time such a playoff tie has been seen in the WSL, this fixture was introduced by the league partly with the idea of having a showcase game to draw in interest for broadcasters and create a climax to the season. They certainly got the drama they were hoping for at the very end but most of the match was remarkably cagey, lacking quality and low on chances. Leicester arrived in south-east London on a dismal run, winless since the middle of December, having lost 11 consecutive league games and 12 in a row in all competitions. Charlton were similarly low on confidence after ending the regular league campaign with a disappointing run of just one win and four defeats in their final seven league matches, which saw them surrender an automatic promotion spot. Charlton had been nine points clear in mid-March, and missed a chance to go 12 points clear earlier that month, but were eventually overtaken by both Crystal Palace and Birmingham, who won the title with a pivotal victory at Charlton on the season’s final day. Compared to the £205m that was on the line about15 miles away, for the men’s playoff decider between Hull and Middlesbrough, the financial prize on offer for securing a top-flight place in the WSL was rather more negligible in comparison, with one club source estimating to the Guardian that the w...

The artificial intelligence (AI) revolution is mostly associated with data centers, semiconductors, and hyperscalers. We don't normally think of heating, cooling, and plumbing companies in that mix. Strangely enough, this is an oversight. Comfort Systems USA (FIX 0.32%), a commercial heating, ventilating, and air-conditioning (HVAC) and mechanical services company, is one of the less-obvious winners of the AI infrastructure boom. AI models require an incredible amount of computing power, which creates significant heat. Heat is generated in data centers, which range in size from thousands to millions of square feet. These facilities require complex thermal management systems to prevent overheating. Comfort Systems specializes in such commercial and industrial cooling systems. The company has been scooping up contracts for AI build-outs, significantly increasing its backlog. Shares of Comfort Systems have spiked nearly 100% in the past year. The stock's forward P/E ratio has risen substantially from early 2025 and now stands at 47. Because of this, Comfort Systems appears to be trading at a premium now. Still, with a backlog of $12.45 billion and organic revenue growth of 51% year over year this past quarter, the price is justifiable for long-term investors. Expand NYSE : FIX Comfort Systems USA Today's Change ( -0.32 %) $ -5.81 Current Price $ 1829.52 Key Data Points Market Cap $64B Day's Range $ 1786.86 - $ 1854.38 52wk Range $ 465.05 - $ 2073.99 Volume 10K Avg Vol 422.2K Gross Margin 24.51 % Dividend Yield 0.14 % Comfort Systems also announced in late April a $0.10 increase in its quarterly dividend to $0.80 per share. Investors need to remember that when tech and AI companies hog the headlines, other overlooked companies benefit from their massive spending. Comfort Systems USA is just such a company.

Key Points Early Social Security claimers can lose some or all of their checks if their income from their jobs is high enough. Money lost this way gives you a benefit boost once you reach your full retirement age (FRA). Make sure you have a plan to cover your short-term costs while your benefits are reduced. The $23,760 Social Security bonus most retirees completely overlook › You might already know that claiming Social Security can result in a pretty steep penalty. Those who sign up as soon as they're eligible shrink their checks by up to 30%, and that reduction is usually permanent. But for some early Social Security claimers, that's not the worst of it. They can lose even more from their checks if they earn more than a certain amount from their jobs. However, there's actually a hidden upside to that. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Why working a job can cost you as an early Social Security claimer You'd think that working while claiming Social Security would give you a much larger monthly income, and it can. But this isn't always true if you're claiming checks before your full retirement age (FRA). This is 67 for most people. In that case, you're subject to the earnings test. This little-known rule withholds money from your benefits if you earn more than a certain amount from your job. In 2026, if you'll be under your FRA all year, you lose $1 for every $2 you earn over $24,480. If you'll reach your FRA this year, you lose $1 for every $3 you earn over $65,160 if you earn this much before your birth month. In some cases, the earnings test can cost you entire months of benefits. This could force you to rely more heavily on income from your job or personal savings. If you think this might be an issue for you, you may prefer to hold off on applying for Social Security benefits unti...

“My thought is to distribute all of the income to my children each year so that the trust itself pays little to no tax.”

In this article UBER Follow your favorite stocks CREATE FREE ACCOUNT BERLIN, GERMANY - SEPTEMBER 04: The Delivery Hero office photographed on September 04, 2020 in Berlin, Germany. (Photo by Jeremy Moeller/Getty Images) Jeremy Moeller | Getty Images Entertainment | Getty Images German food-delivery service Delivery Hero confirmed it had received a takeover offer from rival Uber valuing the company at 33 euros ($38.29) per share, it said in a statement on Saturday. The offer represents a discount of about 1.76% from Delivery Hero's last close on Friday, according to LSEG data. Delivery Hero said last week its U.S. rival had increased its holding to about 19.5% of issued capital from roughly 7%, becoming its largest shareholder. The stake is worth around 1.7 billion euros, according to Reuters calculations. The German group's CEO Niklas Oestberg said last week he would step down, following campaigns by several large shareholders for a strategic review. The company reiterated that it was fully focused on executing its strategic review process, without disclosing additional details on Uber's offer. Bloomberg reported on Friday that Uber was exploring a full takeover of Delivery Hero, after which Uber shares fell 1.6%. WATCH: Uber shares fall on report it is exploring Delivery Hero takeover watch now VIDEO 1:23 01:23 Uber shares fall on report it is exploring full Delivery Hero takeover Halftime Report Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。 巴加埃说，现阶段谈判不涉及核问题及其相应的解除制裁的具体细节，但伊朗要求解除制裁、尤其是释放被冻结资产等诉求，已明确写入14条谅解备忘录文本。 伊朗外交部发言人巴加埃23日接受伊朗伊斯兰共和国广播电视台采访表示，当前谈判重点是推动结束“被强加的战争”，暂不深入讨论核问题，伊美正在努力敲定谅解备忘录。 他表示，伊朗之所以暂不深入讨论核问题，是因为认为核问题曾两度成为针对伊朗发动战争的借口。当前伊朗将重点放在推动结束包括黎巴嫩在内“所有战线上的战争”，可能在30天或60天后的下一个阶段再进入核问题的谈判。 巴加埃表示，过去一周，伊美意见已趋于一致，双方目前正在努力敲定谅解备忘录。他表示，未来三到四天的进展值得关注。 关于霍尔木兹海峡问题，巴加埃表示，该问题“与美国无关”，属于伊朗与沿岸国家之间的事务。伊朗正与阿曼就霍尔木兹海峡问题继续推进合作。（新华社） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Vladimir_Timofeev/iStock via Getty Images Introduction The copper bull case has become easier to understand, with soaring demand and increasing scarcity. At the same time, copper grades are declining, new supply is becoming harder to develop, and large incumbent producers with established assets are increasingly valuable. Southern Copper Corporation ( SCCO ) is well positioned in Andean copper, but the market already seems to recognize this. With prices elevated and supply constrained, I see upside potential, but not enough margin for safety at the current valuation. The Grade Problem Chile accounts for about a quarter of the world’s copper production, making it the largest producer globally. As such, it is a good barometer for the copper market in general. Data from the International Trade Administration shows that copper is getting more expensive to produce. Chile’s investment pipeline has only grown larger, with Cochilco’s forecast rising from roughly $83B through 2033 to about $105B through 2034. Additionally, Chile may need another 34,000 workers by 2032, highlighting a key supply bottleneck besides capital: labor. February production of 378,554 tonnes was down 4.8% year over year for the lowest monthly output in nine years. This marks the seventh consecutive monthly decline on a rolling 12-month basis and has occurred against a backdrop of elevated copper prices. Copper is not only getting more expensive; the ore grade is going down as well, as the easier, higher-grade deposits have already been exploited and companies are moving to the tougher, deeper, and more complex ores that are associated with aging porphyry system mines. This has several consequences from an economic perspective. First and foremost, more rock has to be mined and milled to produce the same amount of copper. This structurally increases energy intensity, water requirements, and capital intensity. Water use can be especially problematic in the drier parts of the Andes, adding to maintenance...

England’s top-order batter Jacob Bethell will return to the UK to be “fully assessed” on the finger injury he picked up playing in the Indian Premier League. Bethell was missing from the Royal Challengers Bengaluru side which lost to Sunrisers Hyderabad on Friday, with the captain, Rajat Patidar, confirming the 22-year-old had damaged his finger. RCB did not provide any further information on the extent of the problem, but Bethell’s omission does raise some alarm bells less than two weeks before England’s first Test of the summer against New Zealand starting on 4 June. The England and Wales Cricket Board confirmed on Saturday afternoon Bethell would have further checks once he had returned home. A statement read: “The England and Wales Cricket Board has agreed with Royal Challengers Bangalore that top-order batter Jacob Bethell will return to the UK after sustaining a left ring finger injury while playing in the Indian Premier League. “He will be fully assessed and monitored by the England men’s medical team on his return to determine his availability for selection for the first Test against New Zealand at Lord’s.” Bethell is inked in to bat at No 3 having struck a superb century at Sydney in the final Ashes Test in January, but RCB’s involvement in the IPL playoffs mean he was already due to miss next week’s training camp in Loughborough. Should Bethell not be fit to face New Zealand, then Somerset’s James Rew would be in line for his debut, having been included in the squad as batting and wicketkeeping cover. Jofra Archer is already missing the Lord’s Test against New Zealand due to his stint with Rajasthan Royals. He will return to England too late to be considered and is instead targeting the second Test at the Oval.

The stock market rebounded for solid weekly gains on Iran deal hopes, with talks continuing over the weekend. Tesla is near a buy point along with ASML and several other AI stocks.

Iran’s top negotiator has said there will be no compromise over its national rights during a meeting with the Pakistani army chief in Tehran on Saturday, amid a flurry of diplomacy aimed at preventing renewed US strikes on Iran. Mohammad Bagher Ghalibaf, Iran’s parliamentary speaker, said Tehran would secure its “legitimate rights”, whether through the battlefield or through negotiations, while accusing the US of not being an honest negotiating partner, Iranian state media reported. “If Trump acts foolishly and the war resumes, the response against the United States will certainly be more crushing and bitter than on the first day of the war,” Ghalibaf said during the meeting. He added that the Iranian military had rebuilt its capabilities during the ceasefire that began in early April. His comments came amid reports that the US was considering fresh strikes on Iran as negotiations for an enduring truce between the two countries sputtered. The Trump administration was preparing for a renewed round of strikes, CBS news reported on Friday, citing informed sources. Trump has frequently threatened to strike Iran if it does not reach a deal with the US, though military analysts have expressed doubt that a renewed aerial campaign could tip the balance in the Washington’s favour. Amid the escalated rhetoric from both sides, Iranian state TV reported that Iran was in the “final stage” of drafting a framework for a deal with the US. Pakistan, which has been mediating talks between Iran and the US, has led a renewed push in recent days to bridge the gap between the two parties. Pakistan’s army chief, Syed Asim Munir, also met Iran’s president, Masoud Pezeshkian, and foreign minister, Abbas Araghchi, on Saturday, before leaving Tehran. The talks reportedly focused on a 14-point peace proposal by Iran, as well as messages between the two parties. A Qatari delegation met with Iranian and Pakistani mediators in Iran on Friday, and on Saturday, Trump spoke with the Qatari emir, She...

Bloom Energy (BE 1.84%) is a clean energy company that makes solid-oxide fuel cell systems. In a nutshell, these servers convert fuel, like natural gas, into electricity through a chemical reaction, producing no smog or smoke and far less carbon dioxide than fossil fuels. Bloom's valuation has exploded over the year -- gaining over 1,200% since this time last May -- largely due to demand from new data centers for clean, reliable power. To put it into numbers: Its first-quarter revenue grew 130% since last year, bolstered by 208% product revenue growth, and it now expects to bring in $3.4 billion to $3.8 billion for 2026 -- a record for the company if it can pull it off. Expand NYSE : BE Bloom Energy Today's Change ( -1.84 %) $ -5.66 Current Price $ 302.22 Key Data Points Market Cap $86B Day's Range $ 301.90 - $ 322.78 52wk Range $ 18.12 - $ 322.83 Volume 346.8K Avg Vol 10.5M Gross Margin 31.08 % As one might expect, the rally has pushed this growth stock into a red-hot valuation. At today's price of roughly $240, Bloom Energy trades at a $72 billion market capitalization, with a forward price-to-earnings ratio in the triple digits and a price-to-book ratio of about 80. If you bought Bloom before 2026, holding this stock for the long term is a no-brainer. But if you didn't, is it worth buying Bloom at this price? The quadruple-digit gains might not repeat, but Bloom's business is thriving The kind of explosive 12-month growth that Bloom has undergone is pretty rare for an energy stock. It's very unlikely Bloom will experience the same growth trajectory over the next year -- even doubling in value would lift its market cap to about $144 billion, making it one of the most valuable energy companies on the market today. If we extend our time horizon, however, Bloom is poised for massive growth over the next five years. The reason is simply this: Bloom is one of the few companies that has a ready-made solution for what could become a severe power shortage in the U.S. Inde...

Key Points Bloom Energy is selling a much-needed service: on-site power generation. Its biggest market opportunity in 2026 is data centers. The stock is trading at a premium and could get volatile in the near-term. 10 stocks we like better than Bloom Energy › Bloom Energy (NYSE: BE) is a clean energy company that makes solid-oxide fuel cell systems. In a nutshell, these servers convert fuel, like natural gas, into electricity through a chemical reaction, producing no smog or smoke and far less carbon dioxide than fossil fuels. Bloom's valuation has exploded over the year -- gaining over 1,200% since this time last May -- largely due to demand from new data centers for clean, reliable power. To put it into numbers: Its first-quarter revenue grew 130% since last year, bolstered by 208% product revenue growth, and it now expects to bring in $3.4 billion to $3.8 billion for 2026 -- a record for the company if it can pull it off. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » As one might expect, the rally has pushed this growth stock into a red-hot valuation. At today's price of roughly $240, Bloom Energy trades at a $72 billion market capitalization, with a forward price-to-earnings ratio in the triple digits and a price-to-book ratio of about 80. If you bought Bloom before 2026, holding this stock for the long term is a no-brainer. But if you didn't, is it worth buying Bloom at this price? The quadruple-digit gains might not repeat, but Bloom's business is thriving The kind of explosive 12-month growth that Bloom has undergone is pretty rare for an energy stock. It's very unlikely Bloom will experience the same growth trajectory over the next year -- even doubling in value would lift its market cap to about $144 billion, making it one of the most valuable energy companies on the market today. If we...

Three people died and 18 first responders were sickened by exposure to fentanyl in a rural New Mexico home this week, New Mexico state police said. Police initially found four people unconscious at the home in Mountainair, 90 miles (145km) east of Albuquerque. Two were declared dead at the scene and a third died at a hospital. During the response, authorities said, first responders were exposed to the substance and began experiencing symptoms including nausea and dizziness. Eighteen were hospitalized and then decontaminated. Preliminary findings suggest multiple powdered opioids contributed to the deaths of three residents, including fentanyl and para-fluorofentanyl (also known as P4 fentanyl), and methamphetamine. Officials identified the deceased as 51-year-old Mika Rascon and 49-year-old Georgia Rascon. The identity of the third person has not been released by the medical examiner. All Mountainair EMS staff were later sent home, with just the fourth person found inside the home and one first responder remaining hospitalized. Steve McLaughlin, chief medical officer at the University of New Mexico hospital, said fentanyl appeared to be primarily responsible. “Fentanyl is particularly dangerous because it requires only a tiny amount to cause an overdose. The tiniest possible dose of fentanyl can cause serious symptoms in an exposed individual,” McLaughlin told the Albuquerque Journal. A New Mexico state police spokesperson said preliminary evidence did not indicate that “true manufacturing” of drugs was taking place at the home. No one has been charged in the case, authorities said. The Mountainair police department said it had received reports that a person had not arrived at work that morning. Another employee visited the home and found four people who appeared to be overdosing. Emergency workers entered the home with protective gear but had been advised to exercise caution, believing the cause could be a gas leak. “This tragedy also highlights the dangers associa...