AMD (NASDAQ: AMD) reported an excellent first quarter, but the real reason the chipmaker has performed so well is because of investors' expectations for the future. In this video, I look beyond the numbers and discuss five of the most important quotes from CEO Lisa Su's remarks on the company's earnings call. *Stock prices used were the morning prices of May 20, 2026. The video was published on May 21, 2026. Continue reading

SpaceX generated enormous buzz on Wednesday, finally making its S-1 IPO registration statement public. Investors are poring over the details, looking for tidbits that can give them an edge in valuing Elon Musk’s rocket company. One thing not to miss: Tesla and SpaceX have grown very close.

格隆汇5月21日｜伊朗副总统：由于需要大量资金和较长时间，增加能源生产能力并非政府的当务之急。政府解决能源失衡的方案不是涨价，已将降低消费和改变生活方式作为工作重点，并已授权伊斯法罕省试点实施相关计划。

天亿马公告，全资子公司天亿马数字注册资本由1000万元增加至1.7亿元，引入新股东粤财产投基金。公司以自有资金增资8000万元，增资后股权比例由100%变更为52.94%；粤财产投基金以自有资金出资8000万元，获得增资后股权比例47.06%。

Lightspeed Commerce Inc. (LSPD) came out with quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.1 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -20.00%. A quarter ago, it was expected that this company would post earnings of $0.12 per share when it actually produced earnings of $0.15, delivering a surprise of +25%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Lightspeed POS, which belongs to the Zacks Internet - Software industry, posted revenues of $290.8 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 3.04%. This compares to year-ago revenues of $253.42 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Lightspeed POS shares have lost about 25.8% since the beginning of the year versus the S&P 500's gain of 8.6%. What's Next for Lightspeed POS? While Lightspeed POS has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate...

Hamilton Lane (HLNE) came out with quarterly earnings of $0.96 per share, beating the Zacks Consensus Estimate of $0.77 per share. This compares to earnings of $0.89 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 24.68%. A quarter ago, it was expected that this private-market investment firm would post earnings of $0.82 per share when it actually produced earnings of $0.43, delivering a surprise of -47.56%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Hamilton Lane , which belongs to the Zacks Financial - Investment Management industry, posted revenues of $112.79 million for the quarter ended March 2023, missing the Zacks Consensus Estimate by 3.50%. This compares to year-ago revenues of $100.9 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Hamilton Lane shares have added about 4.3% since the beginning of the year versus the S&P 500's gain of 7.2%. What's Next for Hamilton Lane? While Hamilton Lane has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the...

Walmart (WMT) came out with quarterly earnings of $1.47 per share, beating the Zacks Consensus Estimate of $1.32 per share. This compares to earnings of $1.30 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 11.36%. A quarter ago, it was expected that this world's largest retailer would post earnings of $1.52 per share when it actually produced earnings of $1.71, delivering a surprise of 12.50%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Walmart , which belongs to the Zacks Retail - Supermarkets industry, posted revenues of $152.3 billion for the quarter ended April 2023, surpassing the Zacks Consensus Estimate by 1.67%. This compares to year-ago revenues of $141.57 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Walmart shares have added about 5.5% since the beginning of the year versus the S&P 500's gain of 8.3%. What's Next for Walmart? While Walmart has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of t...

格隆汇5月21日｜据市场消息，民主党参议员就派拉蒙与华纳兄弟探索交易致信联邦通信委员会主席卡尔。

KUALA LUMPUR, Malaysia, May 21, 2026 (GLOBE NEWSWIRE) -- Treasure Global Inc. (NASDAQ: TGL) (“Treasure Global” or the “Company”), a Southeast Asia–anchored technology company, today announced financial results for the third quarter ended March 31, 2026. Key Financial Highlights Revenue for the third quarter of fiscal 2026 increased 125% year-over-year to approximately $1.50 million, compared to approximately $666,521 in the same period last year. Revenue for the nine months ended March 31, 2026 increased 135% year-over-year to approximately $2.76 million, compared to approximately $1.18 million in the prior-year period. Cash and cash equivalents increased significantly to approximately $2.91 million as of March 31, 2026, compared to approximately $236,895 as of June 30, 2025. Total stockholders’ equity increased to approximately $15.6 million, compared to approximately $10.7 million as of June 30, 2025. The Company recorded a $1.0 million gain from the disposal of subsidiaries during the quarter as part of its strategic operational optimization initiatives. Treasure Global continued strengthening its financial position through strategic financing initiatives and capital market activities during the fiscal year. Management Commentary “We delivered continued revenue growth driven by the ongoing expansion of our digital ecosystem in Southeast Asia,” said Sam Teo, Acting Chief Executive Officer of Treasure Global. “Our focus remains on disciplined execution across our core platforms, while advancing scalable capabilities in fintech, digital commerce, and AI-enabled solutions. This quarter’s performance reflects continued operational strengthening as we build a more resilient, technology-driven business model.” He added, “With a stronger balance sheet and improved liquidity, we are positioned to pursue disciplined growth initiatives and long-term value creation.” Operational Updates During the quarter, Treasure Global continued to expand its ZCITY Super App ecosystem, st...

Eli Lilly (LLY 0.52%) wasn't the first to conquer the weight loss drug market. Novo Nordisk started the ball rolling back in 2017, when it won approval for its GLP-1 drug, Ozempic. Though Ozempic gained approval for type 2 diabetes, doctors prescribed it off-label for weight loss, and Novo soon achieved a regulatory nod for the drug under the brand name of Wegovy, specifically for weight loss. Though Novo continues as a giant in this market, over the past year, newer entrant Lilly has slipped into the top spot. Lilly now holds 60% of the U.S. GLP-1 weight loss drug market. But remaining the leader isn't a sure thing, as other healthcare companies, from biotechs to pharma giants, are working to enter this valuable market and potentially dominate it. With this in mind, could Viking Therapeutics (VKTX +3.59%) be the next Eli Lilly? Let's find out. Injectable and oral weight loss candidates So first, let's consider Viking's story so far. The company is working on a dual GLP-1/GIP receptor agonist in injectable and oral formats. Injectable VK2735 is involved in a phase 3 trial right now, and the oral VK2735 is set to enter phase 3 in the fourth quarter of this year. These candidates work similarly to Lilly's injectable weight loss drugs, which are also dual GLP-1/GIP products, as they interact with two hormonal pathways involved in the digestive process -- they control things like appetite and blood sugar levels. (Novo's GLP-1 drugs stimulate one hormonal pathway, but operate in about the same way.) Individuals aiming to lose weight and their doctors have rushed to these types of drugs because they've proven themselves to be safe, easy to self-administer, and effective. And for companies, they've proven to be significant growth drivers. Lilly's tirzepatide, sold as Mounjaro for type 2 diabetes and as Zepbound for weight loss, has generated blockbuster revenue -- in the latest quarter, these products together brought in more than $12 billion in revenue. It's difficult to ...

人汤加的故事已经告诉世界：一根海缆的断裂可以让一个国家消失在数字地图上。 2022年1月15日，南太平洋海底一声巨响，海底火山剧烈喷发，冲击波和海啸瞬间撕断汤加通往外界唯一的一条海底光缆，近80公里的缆线断成数截，深埋于火山灰下，这个拥有10万人左右的岛国瞬间从互联网版图上“消失”。 38天的通信黑暗，没有银行转账，没有国际电话，没有网络连接，一根直径不足成人手掌的玻璃纤维，就这样决定着一个国家的“在线与失联”。 作为承载99%洲际数据传输的“信息血管”，海底光缆虽隐身海底，却是牵动全球数字经济命脉的关键通信基础设施。 全球约500条海底通信光缆，总长突破170万公里，可环绕地球赤道40多圈，是名副其实的“海底生命线”。然而，一枚船锚拖过海床、一次海底滑坡、一场区域冲突、一轮地缘博弈，都可能变成切断信息洪流的“闸刀”，落在每个国家身上可能是一场难以承受的通信灾难。 在风险交织的深海战场，如何守护海底生命线、提升数字基础设施韧性，已成为全球必须共同作答的时代命题。 高频“受伤” 浩瀚海洋为海底光缆营造了天然的“保护错觉”，但平静海面之下，光缆损伤几乎每天都在发生。据国际电缆保护委员会（ICPC）与国际电信联盟（ITU）数据显示，全球海底通信电缆每年故障数量达150至200起，平均每周需维修约3条。 “ 人为因素导致的海缆故障占比始终在70%至80%，渔船拖网与商船抛锚是最主要的破坏源。 ”中国海底电缆建设有限公司（以下简称“海缆公司”）副总经理、高级工程师陈亮向《IT时报》记者表示。 上海临港外海有一条在建的国际海缆，因项目周期较长尚未接入主系统，也未标注在电子海图上。中英海底公司近期参与抢修时发现，缆身被万吨巨轮船锚严重刮损，多处光纤断裂，修复难度极大。 一场震惊欧洲的“锚击”事件，更将海缆的脆弱性展现在公众面前。 2024年圣诞节，芬兰与爱沙尼亚之间的Estlink 2电力线路及四条关键通信光缆被一艘油轮拖锚切断，重达11吨的船锚在海床拖行近90公里，造成超7000万欧元损失，区域电力与网络中断数日。 为应对这一顽疾，海缆公司运维团队日常最主要的工作就是“预防性巡逻”。陈亮介绍，团队通过远程监控系统实时查看海缆路由上是否有船只进入保护区作业，一旦发现异常，立即派出沿线巡逻船劝离，并结合海警、海事、渔政等执法力量进行管控，形成一套从监测预警到现场处置的完整防护流程。...

文章提及标的 天亿马 -- 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

格隆汇5月21日｜一份调查显示，市场越来越倾向于认为，未来一年油价将在每桶100美元附近见顶。近三分之二的受访者认为，油价将在未来数年持续包含每桶5至15美元的风险溢价。“需求破坏”被认为是未来一年弥补供应缺口最可能出现的调节机制，其次是贸易流向重新调整、OPEC+政策调整以及释放战略储备。

国际能源署署长周四表示，夏季燃油需求进入旺季，叠加中东石油新增出口中断、库存持续消耗，今年七八月份石油市场或将迈入红色警戒区间，其并未进一步详述具体缘由。 法提赫・比罗尔在伦敦查塔姆研究所发表讲话时称，受伊朗战事引发石油供应危机之初，全球原油库存尚且充裕，一定程度上缓冲了市场冲击，但如今原油库存正不断缩减。 他表示，今年3月，拥有32个成员国的国际能源署协同释放4亿桶战略石油储备以稳定市场，此次抛储规模创下历史之最，目前这批储备原油正以每日250万至300万桶的速度投放至市场。 比罗尔补充道，若形势需要，国际能源署随时准备协调开展新一轮战略原油投放行动。 责任编辑：江学思

Robert Way Zscaler ( ZS ) announced on Thursday a deal to acquire privately held Symmetry Systems to boost its artificial intelligence capabilities. Terms of the deal were not disclosed, but Zscaler said the deal is expected to close in the coming day. “As enterprises rapidly adopt AI, the old playbook for governing access built around users and directories cannot scale to millions of AI agents,” said Jay Chaudhry, Chairman and CEO of Zscaler, in a statement. “With Symmetry Systems, we are adding the access graph that maps how every identity, application, and data source connects across the enterprise. This foundational visibility is what Zscaler’s Zero Trust Exchange will use to govern agent-to-application and agent-to-agent communication at scale, giving customers the actionable control they need to safely embrace AI.” Zscaler shares fell 0.8% in premarket trading. More on Zscaler Zscaler: An Emerging AI Winner In Cloud Security Heading Into Earnings Zscaler: A Cloud Security Contender At An Attractive Entry Point Zscaler: Strong Double-Digit Growth Ahead Mythos drives potential upside for cybersecurity firms ahead of earnings: KeyBanc Biggest stock movers Monday: NBIS, UNH, REGN, D, and more

Davizro/iStock via Getty Images Introduction Aduro Clean Technologies ( ADUR ) has become one of the more interesting speculative names in chemical recycling and clean technology. The company's hydrochemolytic technology, or HCT, targets difficult waste streams, including mixed plastics, heavy bitumen, and renewable oils. The company now has external validation from Shell GameChanger, and it has selected Chemelot in the Netherlands for its planned first-of-a-kind industrial project. The problem is that the stock has also moved sharply, with a rally of nearly 95% over the past year. Considering that it has a market capitalization of around $470 million and its annual revenue is still extremely small, investors are already paying for future commercialization. The Technical Story Has Become More Credible Aduro is no longer merely a concept stock. The company has made real technical progress in recent years with its core technology, Hydrochemolytic Technology (HCT), which is a water-based process intended to break down or upgrade difficult hydrocarbon streams. The target markets are waste plastics, bitumen upgrading, and renewable oils, which gives the company a broad potential application base. Most importantly, the company now has an NGP (Next-Generation Process) pilot plant , having moved out of the lab and into actual testing. The question is now whether HCT can process complex, contaminated, mixed streams under continuous operating conditions. This is the bridge between lab validation and FOAK design, intended to produce operating data, customer samples, and information about scaling up. Shell GameChanger validation strengthens the credibility of the technology. It does not prove commercial success, but it reduces the risk that this is merely a promotional lab story. The Chemelot site selection in the Dutch Limburg chemical cluster also makes sense strategically. Chemelot gives Aduro proximity to established petrochemical infrastructure, industrial partners, and a ...

Investing.com -- Nvidia’s bullish comments on its Arm-based Vera CPU business are a positive signal for Arm, Jefferies said Wednesday, reiterating its Buy rating and $290 price target on the stock. On its earnings call, Nvidia said it now has visibility for $20 billion of revenues this year from standalone Arm-based Vera CPUs, and that the chip opens up a brand new $200 billion total addressable market. Jefferies analyst Janardan Menon said the figures point to a stronger royalty outlook for Arm and signal broader demand for Arm-based processors across the data centre. "Nvidia has visibility for $20bn of standalone Vera CPU sales this year, which is positive for Arm’s royalty outlook," he said in a note. Arm recently reached a 50% share of the hyperscaler CPU market, driven by the success of its Grace chip within Grace-Blackwell deployments, alongside existing Graviton-centric market share. Menon argued that Vera-Rubin deployments starting this year, combined with standalone Vera CPU shipments and continued growth in Graviton and Axion, should help push that share closer to 60% in the coming years. While the royalty rate on the Vera is estimated to be lower than on Grace, Menon said higher volumes should more than compensate, with data centre CPU royalty strength expected to "offset any weakness on the smartphone side, leading to royalty growth or around 20% this year, in-line with guidance." The more significant implication of Nvidia’s comments, in Menon’s view, is what they signal for Arm’s longer-term AGI CPU opportunity. "We believe the current guidance from Arm for AGI CPU revenue to rise from $1bn in FY28 to $15bn in FY31 is likely to prove conservative," he wrote, adding that the TAM may be closer to $200 billion by FY31 than the $100 billion-plus figure Arm cited at its Everywhere event. Jefferies forecasts $1.4 billion of AGI CPU revenue for Arm in FY28, ahead of company’s guidance of $1 billion. The investment thesis from here, Menon argued, is more linked...

5月21日，券商板块集体冲高，华安证券开盘不久即涨停，临近午盘时打开涨停，最终收涨7.55%，报7.12元/股，总市值357.72亿元。自5月18日收获涨停以来，华安证券近4个交易日累计涨幅约25%。 5月17日，国内存储产业头部企业长鑫科技更新科创板IPO招股书，显示华安证券通过子公司间接持股约2.64亿股，持股比例约0.4391%。 5月20日，上交所网站更新显示，长鑫科技IPO将于5月27日上会，拟募资金额达到295亿元。 2026年一季度，长鑫科技实现营收508.00亿元，同比增长719.13%；归母净利润247.62亿元，同比增长1688.30%。有市场分析称，2026年长鑫科技有望实现净利润1070亿～1350亿元，以14～24倍市盈率计算，对应市值为1.5万亿～3万亿元。 据测算，扣除投资成本后，华安证券的持股浮盈预计达到59亿～125亿元。 长鑫科技背后的持股机构阵容堪称豪华。除了国家产业基金、安徽省及合肥市地方国资，招商银行、农业银行、中国人寿、中国人保等多家头部金融机构通过旗下股权投资平台提前入局。此外，阿里巴巴、腾讯、美的、小米、兆易创新、碧桂园等多家上市公司也有投资持股。 5月21日，时代周报记者就本次投资长鑫科技等问题联系华安证券，截至发稿暂未获得回复。 中国金融智库特邀研究员余丰慧对时代周报记者表示，券商直接参与科技企业的股权投资是资本市场发展的一种趋势，尤其在当前鼓励科技创新和产业升级的大背景下。券商作为资本市场的中介，具有丰富的市场资源和专业的投资分析能力，能够为科技企业提供资金支持的同时，也通过自身的网络帮助这些企业实现更高效的资源整合和市场拓展。 持股浮盈最高或达125亿元，净利有望冲击行业前十 长鑫科技总部位于安徽合肥，华安证券作为安徽省国资委实控的地方券商，在投资长鑫科技上拥有天然优势。 招股书显示，华安证券通过全资子公司华安嘉业投资管理有限公司（下称“华安嘉业”）和华富瑞兴投资管理有限公司（下称“华富瑞兴”）间接入股长鑫科技，累计持股数约2.64亿股，占比约0.4391%。 华安证券对长鑫科技的布局最早可追溯至五年前。天眼查显示，由华安嘉业间接持股的国家集成电路产业投资基金二期于2020年12月14日成为长鑫科技新进股东，由华安嘉业和华富瑞兴持股的安华创新五期风险投资合伙企业（有限合伙）则于2021年9月28日成为长鑫科技新...

财联社5月21日讯（编辑 王蔚） 当前，地缘政治冲突持续加剧，黄金价格剧烈震荡。面对金价后续走势的扑朔迷离，许多投资者既希望捕捉波动中的收益机会，又渴望获得相对确定的回报。在此背景下，挂钩黄金的结构性存款正成为一种兼顾“保本”与“博收益”的投资选择。 近日，江苏银行无锡分行推出了挂钩黄金的结构性存款。产品1万元起存，提供3种期限类型，并均设置了三档预期年化收益率。其中，3个月和6个月期限产品的预期年化收益率分别为1%/1.8%/2%；1年期产品的预期年化收益率则为1.1%/1.75%/1.95%，部分期限出现收益率倒挂现象。 资料来源：江苏银行无锡分行公众号，财联社整理 上海息壤实业有限公司（“黄金圈”）首席分析师蒋舒对财联社表示，挂钩黄金的结构性存款利用期权结构，分享金价上扬的收益， 一旦跌破某一点位 ，要么锁定亏损、要么亏损为零，但仍能保证整个组合依然有1%的保底收益，为投资者提供“进可攻、退可守”的选择。 银行近期推出的黄金结构性存款收益率降低 据悉，结构性存款属于收益浮动型存款产品，受存款保险制度保护。其运作模式为：本金部分投入存款以获得固定收益，利息部分则用于投资金融衍生品，以博取更高收益。通常，结构性存款会设置两档或三档收益率，实际收益与挂钩的金融衍生品（如黄金价格）的涨跌表现相关。 财联社整理对比发现，相较于1月初，近期部分银行推出的黄金结构性存款收益率已明显走低。 以江苏银行无锡分行为例，1月7日，该行主推两款不同期限的产品——3个月和6个月期限，均为1万元起存，预期年化收益率均为1%/1.89%/2.09%。而本次推出的同期限产品，预期收益率则为1%/1.8%/2%，中间档和最高档分别下降了0.09个百分点。 招商银行的产品也呈现出类似趋势。1月初，招行推出的挂钩黄金的7天看涨结构性存款，预期到手年利率为1%/1.32%/1.52%；14天看涨产品为1%/1.38%/1.58%；21天看涨产品为1%/1.44%/1.64%。 而据招行APP最新陈列产品信息，7天看涨结构性存款的预期年化收益率已降至1%/1.16%/1.36%，第二层和第三层收益较年初下滑0.16个百分点；14天看涨产品降至1%/1.19%/1.39%，下滑0.19个百分点；21天看涨产品降至1%/1.2%/1.4%，下滑0.24个百分点。 上述收益率的变化，与黄金市场本身的走势密切...

Goldman Sachs analyst James Schneider maintained a Buy rating on Broadcom yesterday and set a price target of $500.00. The company’s shares closed yesterday at $411.07. Start a conversation with TipRanks’ trusted, data-backed investment intelligence Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds According to TipRanks, Schneider is a 5-star analyst with an average return of 31.3% and a 66.15% success rate. Schneider covers the Technology sector, focusing on stocks such as Broadcom, Nvidia, and International Business Machines. Currently, the analyst consensus on Broadcom is a Strong Buy with an average price target of $478.56, a 16.42% upside from current levels. In a report released yesterday, Rosenblatt Securities also reiterated a Buy rating on the stock with a $500.00 price target. Based on Broadcom’s latest earnings release for the quarter ending February 1, the company reported a quarterly revenue of $19.31 billion and a net profit of $7.35 billion. In comparison, last year the company earned a revenue of $14.92 billion and had a net profit of $5.5 billion Based on the recent corporate insider activity of 67 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of AVGO in relation to earlier this year. Last month, S. Ram Velaga, the President of AVGO sold 8,000.00 shares for a total of $2,964,160.00.

Global Retirement Partners LLC grew its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 21.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 127,333 shares of the electric vehicle producer's stock after purchasing an additional 22,868 shares during the quarter. Tesla comprises approximately 1.0% of Global Retirement Partners LLC's portfolio, making the stock its 11th largest holding. Global Retirement Partners LLC's holdings in Tesla were worth $57,264,000 as of its most recent SEC filing. A number of other institutional investors have also bought and sold shares of the business. Blackston Financial Advisory Group LLC lifted its stake in Tesla by 33.8% in the 4th quarter. Blackston Financial Advisory Group LLC now owns 1,219 shares of the electric vehicle producer's stock worth $548,000 after purchasing an additional 308 shares in the last quarter. Twin Capital Management Inc. lifted its stake in Tesla by 4.2% in the 4th quarter. Twin Capital Management Inc. now owns 32,320 shares of the electric vehicle producer's stock worth $14,535,000 after purchasing an additional 1,312 shares in the last quarter. Financial Synergies Wealth Advisors Inc. lifted its stake in Tesla by 23.4% in the 4th quarter. Financial Synergies Wealth Advisors Inc. now owns 1,164 shares of the electric vehicle producer's stock worth $523,000 after purchasing an additional 221 shares in the last quarter. Trajan Wealth LLC lifted its stake in Tesla by 33.2% in the 4th quarter. Trajan Wealth LLC now owns 1,835 shares of the electric vehicle producer's stock worth $825,000 after purchasing an additional 457 shares in the last quarter. Finally, Peirce Capital Management LLC purchased a new position in Tesla in the 4th quarter worth approximately $711,000. 66.20% of the stock is owned by hedge funds and other institutional investors. Get Tesla alerts: Sign Up Insider Activity at Tesla In rel...

(RTTNews) - Ralph Lauren Corp. (RL) announced earnings for its fourth quarter that Increases, from the same period last year The company's earnings totaled $151.6 million, or $2.45 per share. This compares with $129.0 million, or $2.03 per share, last year. Excluding items, Ralph Lauren Corp. reported adjusted earnings of $173.8 million or $2.80 per share for the period. The company's revenue for the period rose 16.6% to $1.97 billion from $1.69 billion last year. Ralph Lauren Corp. earnings at a glance (GAAP) : -Earnings: $151.6 Mln. vs. $129.0 Mln. last year. -EPS: $2.45 vs. $2.03 last year. -Revenue: $1.97 Bln vs. $1.69 Bln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

以色列媒体21日报道，以色列正将数百名被以拘押的援助巴勒斯坦加沙地带的“全球坚韧船队”活动人士“驱逐出境”。《以色列时报》当天援引以色列一人权组织的消息称，约430名被以方拘押的“全球坚韧船队”活动人士中的大部分正在前往以色列最南端城市埃拉特附近的一个民用机场，以方计划在那里将他们“驱逐出境”。报道还称，一名叫措哈尔·雷格夫的以色列籍活动人士仍被以方拘押，目前正在以色列阿什凯隆地方法院受审。（新华社）

What's going on with Taiwan Semiconductor stock Thursday? MSN

Bruce Bennett/Getty Images News Allstate ( ALL ) estimated April catastrophe losses at $870M, or $687M after-tax, down from $925M, or $731M after-tax, in March. April catastrophe losses originated from 10 wind and hail events, with ~70% of the losses related to two events. Protection policies in force rose 0.2% month-over-month and 2.3% year-over-year to 38,667 as of April 30. As of April-end, Auto segment recorded 25,805 protection policies in force; Homeowners 7,764 PIF; Other personal lines 4,919; and Commercial lines 179 policies in force. More on Allstate Allstate: Market Fears Of An Auto Crash Are Unfounded Allstate: The Turnaround Is Real, But The Story May Not Be Fully Priced In Know When To Hold 'Em And When To Fold 'Em Allstate outlines $4B repurchase authorization as Q1 revenue reaches $16.9B Allstate Q1 earnings top consensus; revenue misses as combined ratio improves

Ralph Lauren press release ( RL ): Q4 Non-GAAP EPS of $2.80 beats by $0.26 . Revenue of $1.98B (+16.5% Y/Y) beats by $130M . Global Direct-to-Consumer Comparable Store Sales Increased 17% in the Fourth Quarter and 13% for the Full Year, Including Positive Retail Comps Across Regions and Channels and Mid-Teens Growth in Average Unit Retail ("AUR") Supported by Strong Full-Price Selling Trends For Fiscal 2027, the Company expects constant currency revenues to increase approximately mid-single digits to last year on a 52-week comparable basis, centered around 4% to 5%. The Company expects operating margin for Fiscal 2027 to expand approximately 40 to 60 basis points in constant currency, driven by modest gross margin expansion and operating expense leverage. Gross and operating margin expansion are expected to be stronger in the first half of the fiscal year, largely due to the timing of key marketing activations compared to the prior year period and a lower prevailing tariff rate of 10% during the period. Based on current exchange rates, foreign currency is expected to have a roughly neutral impact on revenue, gross and operating margin in Fiscal 2027. More on Ralph Lauren Ralph Lauren: Coveted Brand With Strong Outlook, Shares Fairly Valued Ralph Lauren: Great Improvements, Great Metrics And A Long Growth Runway Ahead Apparel, footwear, and luxury stocks see a relief rally after the U.S.-Iran ceasefire Good time to buy Ralph Lauren with more good news to come—Citi Research Seeking Alpha’s Quant Rating on Ralph Lauren

财联社5月21日讯（编辑 夏军雄） 在最新举行的欧洲公用事业大会上，高盛表示，欧美正面临日益严重的“电力基础设施赤字（Electricity Infrastructure Deficit）”，而在人工智能（AI）、数据中心扩张以及能源安全需求的推动下，欧洲有望进入“超级电气化”时代。 欧美电力行业正出现“基础设施赤字” 报告指出，当前欧美电力系统正遭遇越来越明显的供需错配。 一方面，电力需求开始重新加速增长；另一方面，发电、电网、输电和储能等基础设施建设却受到审批缓慢、供应链瓶颈以及投资不足等问题制约。 这种情况正在整个电力产业链形成“基础设施赤字”。 高盛认为，这种结构性短缺将深刻改变公用事业行业过去十余年的运行逻辑。 过去多年，欧美电力行业长期面临需求停滞、供给过剩以及盈利能力受限的问题。但如今，随着供给增长无法跟上需求扩张，行业定价能力可能明显改善。 高盛预计，这一趋势将促使可再生能源回报率提升，储能项目盈利改善，电网资本开支长期扩张，电力企业进入更长周期的有机增长阶段。 能源安全正推动欧洲全面电气化 高盛指出，在不到五年时间里经历第二次能源危机后， “能源安全”已经成为欧洲能源政策最核心的目标之一 。而实现能源安全的关键路径，就是“全面电气化”。 报告称，未来几年欧洲电力需求增长将主要来自三个方向：建筑领域的热泵、交通领域的电动汽车以及工业领域的电锅炉与工业电气化。 据高盛测算， 2024年至2025年期间，欧洲电力需求年增速可能达到1.5%-2% 。 这意味着，长期停滞的欧洲电力需求，正在重新进入增长周期。 AI和数据中心将驱动电力需求增长 随着AI快速普及，数据中心扩建潮正在成为未来十年最重要的新增电力需求来源之一。 报告显示， 到2031年，欧洲数据中心容量预计将实现近三倍增长，达到约35GW 。 若欧洲最终向美国看齐， 到2035年至2040年，欧洲数据中心装机规模甚至可能达到60GW至75GW 。 高盛表示， 到本世纪30年代后期，仅数据中心一项，就可能推动欧洲电力需求每年增长1.5%-2% 。 这意味着，AI并非短期主题，而是会在未来十年以上持续推高全球电力消耗。 欧洲或进入“超级电气化”时代 基于上述趋势，高盛提出了一个更激进的情景预测——“超级电气化（Hyper-Electrification）”。 在这一情景下，能源安全推动工业电气化，AI...

财联社5月21日讯（编辑 牛占林） 据媒体报道，美国商务部周四表示，将向9家量子计算公司提供总额20亿美元的拨款，相关交易包含美国政府获取股权的条款。 受此消息刺激，相关上市公司股价在周四盘前交易中大幅上涨，其中IBM和GlobalFoundries均上涨约7%，Rigetti Computing涨超15%，D-Wave Quantum涨超17%，IONQ涨超8%。 此举加快了特朗普政府扶持这一新兴产业的计划。近几个月来，量子计算领域已吸引大量投资者和企业资金涌入。 根据安排，美国政府将从这笔资金中拨出10亿美元给予IBM。作为量子计算竞赛中的领先企业，IBM正致力于研发利用量子力学原理的新型计算机，其运算速度在某些复杂问题上远超传统超级计算机。业内认为，量子计算若与人工智能(AI)技术结合，可能大幅提升科研效率，因此已被特朗普政府视为经济与国家安全层面的战略重点。 IBM及其他企业目前正研发专用于量子计算的特殊芯片，这也是美国政府推动本土供应链建设的重要方向。此外，芯片制造商GlobalFoundries将获得3.75亿美元资助，其余多数企业预计获得1亿美元资金，初创公司Diraq的资助金额为3800万美元。 一批采用不同技术路径的量子公司也将获得拨款，包括上市公司D-Wave Quantum、Rigetti Computing以及Infleqtion等。 值得注意的是，在上述报道发布后不久，IBM确认，公司将与美国政府合作建设美国首座“专用量子晶圆代工厂”，并由拟议中的10亿美元政府补助提供支持。 此次量子计算项目资助资金来源于2022年出台的《芯片与科学法案》，该法案包含针对早期技术项目的专项资金。美国商务部长卢特尼克此前已要求半导体企业增加在美国国内的投资，并获取了英特尔近10%的股权。自该交易公布以来，英特尔股价大幅上涨。 根据安排，美国政府将持有每家量子计算公司的少量股权。这也延续了特朗普政府近期一系列“政府入股”模式的产业扶持案例，包括稀土磁体制造商Vulcan Elements以及矿业公司MP Materials。不过，美国商务部并未披露具体持股比例及交易结构。 “特朗普政府正在引领世界迈入美国创新的新纪元，”卢特尼克在声明中表示。 知情人士透露，特朗普政府目前还在推进一项针对量子计算行业的行政命令。与此同时，包括微软和Alphabet旗下谷歌在内的...

Global Retirement Partners LLC increased its holdings in Oracle Corporation (NYSE:ORCL - Free Report) by 17.4% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 78,857 shares of the enterprise software provider's stock after buying an additional 11,707 shares during the quarter. Global Retirement Partners LLC's holdings in Oracle were worth $15,370,000 at the end of the most recent reporting period. Several other large investors also recently bought and sold shares of ORCL. Brighton Jones LLC grew its stake in shares of Oracle by 189.3% during the 4th quarter. Brighton Jones LLC now owns 153,580 shares of the enterprise software provider's stock valued at $25,593,000 after purchasing an additional 100,494 shares during the period. Revolve Wealth Partners LLC grew its stake in shares of Oracle by 8.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 5,418 shares of the enterprise software provider's stock valued at $903,000 after purchasing an additional 404 shares during the period. Sivia Capital Partners LLC grew its stake in shares of Oracle by 21.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 4,348 shares of the enterprise software provider's stock valued at $951,000 after purchasing an additional 768 shares during the period. United Bank grew its stake in shares of Oracle by 6.8% during the 2nd quarter. United Bank now owns 15,038 shares of the enterprise software provider's stock valued at $3,288,000 after purchasing an additional 963 shares during the period. Finally, Schnieders Capital Management LLC. grew its stake in shares of Oracle by 19.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 52,856 shares of the enterprise software provider's stock valued at $11,556,000 after purchasing an additional 8,530 shares during the period. 42.44% of the stock is currently owned by institutional investors. Get Oracle alerts: Sign Up Insider Buying and Selling at Oracle...

Global Retirement Partners LLC boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 40.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 74,855 shares of the semiconductor company's stock after acquiring an additional 21,618 shares during the period. Global Retirement Partners LLC's holdings in Taiwan Semiconductor Manufacturing were worth $22,748,000 as of its most recent SEC filing. Several other institutional investors and hedge funds also recently added to or reduced their stakes in TSM. SurgoCap Partners LP acquired a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter worth approximately $360,443,000. Thrivent Financial for Lutherans grew its holdings in Taiwan Semiconductor Manufacturing by 3,164.9% during the 3rd quarter. Thrivent Financial for Lutherans now owns 1,192,927 shares of the semiconductor company's stock worth $333,172,000 after acquiring an additional 1,156,389 shares in the last quarter. Danica Pension Livsforsikringsaktieselskab acquired a new position in Taiwan Semiconductor Manufacturing during the 3rd quarter worth approximately $232,924,000. Man Group plc grew its holdings in Taiwan Semiconductor Manufacturing by 337.1% during the 2nd quarter. Man Group plc now owns 1,053,421 shares of the semiconductor company's stock worth $238,589,000 after acquiring an additional 812,404 shares in the last quarter. Finally, Jennison Associates LLC grew its holdings in Taiwan Semiconductor Manufacturing by 6.4% during the 4th quarter. Jennison Associates LLC now owns 13,394,299 shares of the semiconductor company's stock worth $4,070,393,000 after acquiring an additional 802,757 shares in the last quarter. Institutional investors and hedge funds own 16.51% of the company's stock. Get TSM alerts: Sign Up Taiwan Semiconductor Manufacturing News Roundup Here are the key news stories impacting Ta...