A Starlink user terminal being set up. SpaceX Elon Musk's SpaceX is best known for its reusable rockets, and has been capturing headlines this year for its high-priced move into artificial intelligence through its merger with xAI. But as the company pitches investors ahead of its mammoth IPO , there's another part of its business that dwarfs the rest in terms of growth and profits: Starlink. In its long-awaited prospectus on Wednesday, SpaceX said its connectivity unit, which is primarily comprised of Starlink, generated $11.39 billion in revenue last year, accounting for 61% of total sales. That number went up to 69% in the first quarter of this year. Additionally, Starlink is the company's profit engine. It was the only profitable division last year, generating income of $4.42 billion, while the rocket launching unit, which includes contracts with NASA and the Department of Defense, lost $657 million, and the AI division had a deficit of $6.35 billion. Starlink provides global high-speed internet coverage using a constellation of more than 10,200 satellites in low Earth orbit, a region of space that's within 1,200 miles of Earth's surface. Since launching its first batch of satellites in 2019 , Starlink has emerged as the leader among internet-from-space providers. It's now available on all seven continents and in over 160 countries. Musk, the world's richest person, has ambitions to colonize Mars, and even has a large incentive pay plan tied to his ability to do so. He also wants to build orbital data centers and has visions of being a key player in the AI race that's currently being led by OpenAI, Anthropic and Google . watch now VIDEO 4:36 04:36 SpaceX IPO gives more insight into public AI-related companies, says Sand Hill's Vingiello Closing Bell: Overtime Those things may or may not happen, but in the meantime, Starlink has a dominant position in a market that Amazon and others are chasing. Starlink's user base more than doubled to 10.3 million in the first q...

Airbus SE and Air France were found guilty of involuntary manslaughter in the deadly crash of a passenger jet en route from Brazil to Paris 17 years ago after a French appeals court overturned a previous ruling. The companies were solely culpable for the accident that killed all 228 people on board the Airbus A330, the Paris appeals court said on Thursday. The companies were also ordered to pay €225,000 ($260,990) — the maxoimum fine allowed. The European planemaker and French unit of Air France-KLM had been cleared of the charges in April 2023 after a lower court ruled that they had made some errors of “imprudence” but found “no indisputable link of causality with the accident.” Paris prosecutors appealed that decision. Airbus said it would appeal the latest ruling before the Cour de Cassation. The planemaker added in a statement that the Paris decision contradicted submissions from the public prosecutor’s office and the 2023 acquittal judgment. Air France didn’t immediately respond to a request for comment. Air France Flight 447 plunged 38,000 feet (11,582 meters) in three minutes into the Atlantic Ocean on June 1, 2009, the deadliest crash in the airline’s history. After the crash, attention focused on three sensors that measure airspeed and got clogged by ice when the pilots were about four hours into the flight. Read More: Airbus, Air France Cleared of Manslaughter Over AF447 Crash

“2026·中欧人权研讨会”21日在法国巴黎举行。会议由中国人权研究会和法国海外科学院主办，来自中国和约20个欧洲国家及联合国的百余名专家学者围绕“国际秩序演变与人权未来”这一主题深入研讨。（新华社）

CDNS260522P00365000 互動股市圖表 | CDNS May 2026 365.000 put 股市 Yahoo 財經

当地时间周四，美股三大股指集体低开，纳指跌0.5%，美联储4月会议纪要偏鹰，年内降息预期几近归零。 英伟达绩后下跌。 北京时间5月20日，英伟达发布2027财年第一季度财报，实现收入816.15亿美元（同比+85%、环比+20%），超市场预期；净利润583.21亿美元（同比+211%）；下季度收入指引910亿美元，同样超预期。数据中心收入752.46亿美元（同比+92%），其中超大型智算中心收入378.69亿美元（同比+115%），AI Cloud与工业端收入373.77亿美元（同比+74%）。 英伟达CEO黄仁勋称，Vera CPU的独立销售额未包含在Blackwell和Rubin芯片1万亿美元收入的预测中，Vera将成为1万亿美元预测之外最大的销售贡献来源。 沃尔玛跌超5%。财报显示， 沃尔玛一季度总营收1778亿美元，同比增长7.3%，略超预期；调整后每股收益0.66美元，符合预期。全球电商增长26%，广告业务大增37%，高利润业务持续优化盈利结构。但燃料成本拖累运营利润增速250个基点，公司选择自行消化未转嫁消费者。 纳斯达克中国金龙指数跌幅扩大，现跌2.0%，最新报6619.74点。 国际油价集体上涨，ICE布油涨超2%，报107.19美元/桶，NYMEX WTI原油涨近3%，报100.87美元/桶。 责任编辑：刘万里 SF014

格隆汇5月21日｜美国：美军至5月21日已经让霍尔木兹海峡水域的94艘商船转向。

In Granbury, Texas, city council meetings begin with a prayer. But at a session back in January, one local invoked the Almighty in a way that would have been unimaginable just a decade ago. “I want to pray in Jesus’ name that the land annexed will not become a data center,” said Matt Long, a member of the development commission in surrounding Hood County. Despite his plea, and a chorus of complaints from his neighbors, the council voted just four months later to rezone 2,100 acres of land for a potential data center known as Project Patriot. The rebellion stands out in Texas, which has a longstanding pro-business reputation and a governor, Greg Abbott , who last year called his state the “epicenter of AI development.” Already, the Stargate Project in Abilene, Texas, a collaboration between OpenAI, SoftBank Group Corp., and Oracle Corp., is one of the most prominent buildouts underway in the US. Texas is forecast to overtake Virginia as the data center capital of the world by 2030, according to brokerage JLL. What’s happening in Granbury, about 70 miles outside of Dallas, is just one example of a fight occurring across America, where everyday people are pushing back against data centers from Pennsylvania to Palm Beach County. In every locale, their complaints are similar: they worry about noise, air quality and how the power-hungry facilities could drive up the cost of their electricity bills. Given the amount of AI infrastructure being built in Texas, the state grid operator projects that power demand could quadruple by 2032. Seven in 10 Americans are against the construction of an AI data center in their area, with 48% strongly opposed, according to a recent Gallup poll based on a survey done in March. While most proposals get approved, grassroots resistance has, at times, yielded results: last year, at least 48 projects valued at a combined $156 billion were blocked or stalled amid coordinated local opposition, according to a report from Data Center Watch, a resea...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Health care costs for couples in retirement could reach up to $500,000 even with Medicare, according to the Employee Benefit Research Institute. Couples with high prescription costs may need $469,000 saved up to have a 90% chance of covering health care costs such as premiums and other out-of-pocket payments in retirement, the EBRI said in a March report. For couples with median drug expenses, the figure drops to $405,000 even with Medigap, EBRI said. Don't Miss: EBRI said the savings target for Medicare Advantage users is lower at $203,000, but cautioned that the plan came with tradeoffs such as limited provider networks. Meanwhile, EBRI said its research did not include expenses for long-term care and services not typically covered by Medicare, such as dental and vision care. "Retirees and workers nearing retirement should not assume Medicare will fully shield them from potentially high health care costs," EBRI Senior Research Associate and report co-author Jake Spiegel said in a statement. "These findings highlight the importance of planning ahead and understanding the tradeoffs among coverage options, including differences in premiums, out-of-pocket costs and access to care.” Trending: This Under-$1 Pre-IPO AI Company Is Still Open to Retail Investors — Learn More Target savings for health care costs in retirement may rise in the future despite out-of-pocket maximums, EBRI said, warning of uncertainty surrounding the financial condition of the Medicare program and the decline of employer-retiree health programs. EBRI cited the Medicare trustees’ 2025 annual report that estimated that the trust fund could be depleted by 2033, pointing to rising expenditures. "The projections in this report show that change is needed to address Medicare’s financial challenges," the trustees said. Rising healthcare costs are leading many pre-retirees to reassess whether their saving...

NextEra Energy (NYSE:NEE) announced on May 18, 2026 an all-stock agreement to acquire Dominion Energy (NYSE:D) for $67 billion, a figure the press release frames as the largest energy deal since the 1998 Exxon-Mobil merger. The headline works out to $76 per Dominion share, paid as 0.8138 shares of NextEra Energy plus an aggregate $360 ... AI Data Centers Are About to Break the Grid. One Company Just Spent $67 Billion to Fix It

The S&P 500 Index ($SPX) (SPY) today is down -0.44%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.47%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.49%. June E-mini S&P futures (ESM26) are down -0.40%, and June E-mini Nasdaq futures (NQM26) are down -0.49%. Stock indexes are retreating today as crude oil prices and bond yields spike higher on doubts about a US-Iran peace deal that would reopen the Strait of Hormuz. Crude prices jumped more than +3% after Reuters reported that Iran's Supreme Leader said enriched uranium must stay in Iran, as sending the material abroad would leave the country more vulnerable to future attacks by the US and Israel. The report tempers optimism that the US and Iran were moving closer to a deal to end the war. The markets are awaiting Iran’s official response to the latest US proposals to reopen the Strait. The 10-year T-note yield is up +4 bp to 4.61%. Nvidia’s earnings results, released after Wednesday’s close, were better-than-expected, although some analysts questioned the sustainability of growth, especially amid higher competition. Nvidia is trading down -0.60%. Stock indexes found support on today’s economic news, which showed signs of stability in the labor market and strength in manufacturing and housing activity. On the negative side, the May Philadelphia Fed business outlook survey fell more than expected to a 5-month low. US weekly initial unemployment claims fell -3,000 to 209,000, close to expectations of 210,000. US Apr housing starts fell -2.8% m/m to 1.465 million, a smaller decline than expectations of 1.410 million. Apr building permits, a proxy for future construction, rose +5.8% m/m to 1.442 million, stronger than expectations of 1.384 million. The US May Philadelphia Fed business outlook survey fell -27.1 to a 5-month low of -0.4, weaker than expectations of 17.8. The US May S&P manufacturing PMI unexpectedly rose +0.8 to 55.3, stronger than expectations of a decline to 53.8 and the strongest pace ...

Soybeans are trading fractionally higher to a penny lower on Thursday morning. Futures closed with 4 ¼ to 12 cent losses across most contracts on Wednesday. Open interest was down 1,926 contracts, with 7,521 contracts exiting July and November up 3,842 contracts. The cmdtyView national average Cash Bean price was down 9 1/4 cents at $11.37 3/4. Soymeal futures were down a dime to $1.40 on the day, with Soy Oil futures 32 to 78 points lower. Crude oil losses of $5.07 is adding pressure as US and Iran negotiations are reportedly in the nearing the finish line. Export sales data will be published by USDA this morning, as analysts are estimated to total 150,000 MT to 450,000 MT for 2025/26. New crop sales are seen at 0-200,000 MT. Soybean meal is expected at 200,000 to 600,000 MT, with bean oil in a range of net reductions of 5,000 MT to sales of 12,000 MT. Don’t Miss a Day: Abiove estimates the 2026 Brazilian soybean export total at 114.1 MMT, up 0.5 MMT from their previous number, with crush expected at 62.5 MMT, up 0.3 MMT. Soybean stocks are estimated at 8.25 MMT, up 1.49 MMT. Chinese import data showed a total of 3.33 MMT of soybeans imported from the US in April with total imports in April up 8.48 MMT and 4.75 MMT from Brazil. Jul 26 Soybeans closed at $11.99 3/4, down 9 3/4 cents, currently up 1/2 cent Nearby Cash was $11.37 3/4, down 9 1/4 cents, Aug 26 Soybeans closed at $11.99 1/4, down 10 1/2 cents, currently up 1/4 cent Nov 26 Soybeans closed at $11.93 1/2, down 9 1/2 cents, currently down 1 1/4 cents New Crop Cash was $11.32, down 9 1/2 cents, On the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of...

北京时间5月21日晚，美股周四早盘涨跌不一，标普500指数下跌0.2%。原油价格与美债收益率同步走高。交易员继续评估英伟达财报及美伊局势的进展。通胀压力增大使美联储加息预期升温。 道指涨3.99点，涨幅为0.01%，报50013.34点；纳指跌88.35点，跌幅为0.34%，报26182.00点；标普500指数跌16.15点，跌幅为0.22%，报7416.82点。 据报道，伊朗最高领袖已下令将该国的浓缩铀留存境内，此举使美伊战争的解决前景更加复杂化，随后原油价格跳涨。周四早间，西得克萨斯中质原油期货上涨2.9%，报每桶101.04美元。布伦特原油上涨2.3%，报107.36美元。 在油价飙升的同时，美债收益率也随之走高，原因是交易员对通胀上升的担忧加剧。基准10年期美国国债收益率攀升5个基点至4.615%。30年期国债收益率上涨3个基点至3.665%。 周三，随着油价和债券收益率回落，股市反弹，结束了标普500指数的三连跌。此前美国总统特朗普表示政府与伊朗的谈判已进入“最后阶段”，投资者情绪受到短暂提振。 Global X ETFs投资策略主管Scott Helfstein表示：“市场刚刚经历了一个非常强劲的财报季，盈利预期得到了上修，但围绕通胀和经济需求萎缩的担忧依然存在。这可能很难忽视，但仍然有许多积极的趋势可以帮助推动经济和市场。” 交易员周四继续评估英伟达的最新季度报告。英伟达轻松超越了华尔街对其盈利和业绩指引的预期，此外还宣布将季度现金股息提高至每股25美分。但在人工智能热潮中，投资者早已习惯了这家芯片制造商超出预期并上调业绩展望。 英伟达股价盘后小幅下跌。 美联储加息预期升温。由于几乎看不到中东冲突短期内得到解决的迹象，交易员目前押注，到12月美联储加息25个基点的概率为70%，而到明年3月加息25个基点几乎被视为板上钉钉。互换市场显示，这与伊朗战争爆发前市场预期年底前会有两次以上各25个基点降息形成鲜明对比。 摩根大通 CEO杰米-戴蒙表示：“美国政府债务规模为30万亿美元，平均利率是3.5%。即使在今天，他们也根本不可能以低于这一水平的利率完成再融资。今年他们还有2万亿美元需要处理，但问题是，我们不知道会在什么时候 —— 我们不知道世界会在什么时候开始对此感到过于恐惧，也不知道通胀会在什么时候让人们不愿持有长久期证券。” 他补充称，这种影响也会波及信...

美國起訴古巴前領袖勞爾，指他在1996年古巴擊落飛機案，密謀殺害美國公民，並期望他自願或以某種方式在美國出庭。古巴批評美方企圖為侵略古巴尋找藉口。中方表示，堅定支持古巴維護國家主權和民族尊嚴，反對外來干涉。 外交部發言人郭嘉昆稱：「中方一貫堅決反對沒有國際法依據，未經聯合國安理會授權的非法單邊制裁，反對濫用司法手段，反對外部勢力以任何藉口對古巴施壓。美方應停止對古巴揮舞制裁大棒、司法大棒，停止動輒以武力相威脅。中方堅定支持古巴維護國家主權和民族尊嚴，反對外來干涉。」

(RTTNews) - The Labor Department released a report on Thursday showing first time-claims for U.S. unemployment benefits unexpectedly edged lower in the week ended May 16th. The report said initial jobless claims dipped to 209,000, a decrease of 3,000 from the previous week's revised level of 212,000. Economists had expected jobless claims to inch up to 213,000 from the 211,000 originally reported for the previous week. Matthew Martin, Senior U.S. Economist at Oxford Economics, noted jobless claims have been surprisingly stable over the past few months given the headwinds from the Iran conflict, elevated inflation, and lingering tariff uncertainty. "Perhaps the most notable thing about claims data right is how unremarkable they are," Martin said. "The labor market isn't booming, but employers remain reluctant to reduce headcount." The Labor Department said the less volatile four-week moving average also slipped to 202,500, a decrease of 1,500 from the previous week's revised average of 204,000. Meanwhile, the report said continuing claims, a reading on the number of people receiving ongoing unemployment assistance, rose by 6,000 to 1.782 million in the week ended May 9th. The four-week moving average of continuing claims still fell to 1,773,000, a decrease of 6,500 from the previous week's revised average of 1,779,500. "Continued claims rose on a seasonally adjusted basis, but the modest increase kept the four-week moving-average on a downward trend, suggesting that displaced workers are still finding new positions despite a weaker hiring environment," said Martin. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

格隆汇5月21日｜受全球AI算力需求暴涨的强力催化，芯片架构巨头ARM今日盘中股价飙升超10%，总市值首次突破3,000亿美元大关（达到3,009亿美元）。这一历史性里程碑，标志着大股东软银集团及创始人孙正义迎来了其投资生涯中回报最丰厚的“超级神话”。公开资料显示，软银集团目前持有ARM约87%的绝大部分股份。以其当年通过“2016年私有化收购”及“2023年IPO前强行回购”所形成的约400亿美元综合账面成本测算，这笔投资在短短数年内已暴赚超过2,200亿美元（约合人民币1.6万亿元），账面回报率高达惊人的550%。

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BING-JHEN HONG/iStock Editorial via Getty Images In my last coverage of TSMC/Taiwan Semiconductor Manufacturing Company ( TSM ) stock, the thesis was focused on its scaling up from traditional semiconductor cyclicality into a "Sovereign Utility of Computation." In that article, the main catalyst was "Joule-per-Token Arbitrage." By leveraging N2/A16 nodes and CoWoS packaging to deliver big data center energy savings, TSMC is shifting from cost-plus to value-capture pricing. This shift decouples revenue from historical seasonality and backs a premium valuation based on solid FCF despite even amid CapEx. In that analysis, fundamental and technical indicators projected a 39%-100% price upside. On the downside, I marked the important risks like "yield curve inversion" (if complex EUV multi-patterning inefficiencies drive gross margins below the 56% threshold) that may trigger a large valuation derating. Seeking Alpha Now in the current article, I am downgrading my rating on TSM stock to a tactical Buy rating and a hard ~$468 price target that is representing an ~18% price upside (conservative/floor) from the current levels ($395.95 at the time of writing) before shifting to a Hold/Avoid rating. The reason behind the buy rating is based on a dual-edged structural state, as TSMC is temporarily squeezing large cash flows and driving its 66.2% gross margin through a smart depreciation arbitrage by delaying ASML’s High-NA EUV tools and prevailing the AI interconnect TAM via Silicon Photonics (TSMC-COUPE). At 20.7x FY2027 P/E and a 0.83x PEG, Wall Street has over-discounted near-term geopolitical noise, and by that, it is creating a good entry point for new bulls. However, this upside is now strictly capped as the main risks to this thesis are extreme. These include a 45% delay rate in FY2026 U.S. data center buildouts that risks an inventory bullwhip effect by mid-2027 and an overseas expansion (including the $20 billion Arizona injection ) that I believe may permanently erod...

BING-JHEN HONG/iStock Editorial via Getty Images In my last coverage of TSMC/Taiwan Semiconductor Manufacturing Company ( TSM ) stock, the thesis was focused on its scaling up from traditional semiconductor cyclicality into a "Sovereign Utility of Computation." In that article, the main catalyst was "Joule-per-Token Arbitrage." By leveraging N2/A16 nodes and CoWoS packaging to deliver big data center energy savings, TSMC is shifting from cost-plus to value-capture pricing. This shift decouples revenue from historical seasonality and backs a premium valuation based on solid FCF despite even amid CapEx. In that analysis, fundamental and technical indicators projected a 39%-100% price upside. On the downside, I marked the important risks like "yield curve inversion" (if complex EUV multi-patterning inefficiencies drive gross margins below the 56% threshold) that may trigger a large valuation derating. Seeking Alpha Now in the current article, I am downgrading my rating on TSM stock to a tactical Buy rating and a hard ~$468 price target that is representing an ~18% price upside (conservative/floor) from the current levels ($395.95 at the time of writing) before shifting to a Hold/Avoid rating. The reason behind the buy rating is based on a dual-edged structural state, as TSMC is temporarily squeezing large cash flows and driving its 66.2% gross margin through a smart depreciation arbitrage by delaying ASML’s High-NA EUV tools and prevailing the AI interconnect TAM via Silicon Photonics (TSMC-COUPE). At 20.7x FY2027 P/E and a 0.83x PEG, Wall Street has over-discounted near-term geopolitical noise, and by that, it is creating a good entry point for new bulls. However, this upside is now strictly capped as the main risks to this thesis are extreme. These include a 45% delay rate in FY2026 U.S. data center buildouts that risks an inventory bullwhip effect by mid-2027 and an overseas expansion (including the $20 billion Arizona injection ) that I believe may permanently erod...

tupungato Despite cyclical swings of the housing market and lingering pressure on the consumer, Williams-Sonoma ( WSM ) saw sales and profitability improve in the first quarter, delivering a top- and bottom-line beat. Early trading has been volatile, however, as compressed operating margins and guidance that reflects higher energy costs and the continued impact from U.S. tariffs spooked investors. Based on the assumptions that oil prices will remain elevated, tariffs are not refunded, and tariff impacts are front-loaded in the first half of FY26, Williams-Sonoma ( WSM ) expects revenue growth of 2.7% to 6.7%, translating to a range of $8.02B and $8.33B versus $8.15B estimates. The company also expects comparable sales growth to be between 2% and 6% and an operating margin of 17.5% to 18.1% (versus 18.1% in 2025), both of which are unchanged from prior expectations. For the first quarter of the year, the home furnishing and accessory retailer generated $1.805B in revenue, an increase of 4.3% year-over-year and slightly better than anticipated. And with all brands seeing improved sales year-over-year, comparable brand revenue increased 4.8%. Net income increased 12.8% to $231.4M, or $1.93 per share, up from $1.85 last year and exceeding expectations by $0.11. Gross margin was compressed by 30 basis points, however, as lower merchandise margin was partially offset by supply chain efficiencies and occupancy leverage. Additionally, operating margin of 16.2% was down 60 basis points from the same quarter last year. In addition to first quarter results, Williams-Sonoma ( WSM ) also announced the promotion of Jennifer Kellor to president of Pottery Barn, replacing outgoing president Monica Bhargava. More on Williams-Sonoma Williams-Sonoma: Valuation And Macroeconomic Risks Outweigh Fundamental Soundness Williams-Sonoma: The Reasons I Remain Bearish Williams-Sonoma, Inc. (WSM) Q4 2025 Earnings Call Transcript Williams-Sonoma's West Elm is seeing a lift from an Emma Chamberla...

Dilok Klaisataporn/iStock via Getty Images US economic growth remains on track to post a modestly stronger increase in the second quarter compared with Q1, according to the median nowcast from a set of estimates compiled by CapitalSpectator.com. Despite heightened inflation risks stemming from the Middle East energy shock, output appears relatively resilient so far for GDP in the current quarter. Today’s update of the median Q2 nowcast indicates real (inflation-adjusted) growth of 2.4%, moderately above Q1’s 2.0% advance. If accurate, the Q2 report (scheduled for July) will reflect a continued, albeit modest, recovery following the weak gain in Q4. Today’s estimate is slightly above the previous median nowcast: 2.2%, published on May 11. Economists at the Royal Bank of Canada write: “The energy shock isn’t likely to trigger a US recession in 2026,” noting that “the set of indicators used by the National Bureau of Economic Research to identify recessions is not flashing red. Yes, some segments suggest caution, but more recent data—including payroll growth, industrial production, and retail sales—are accelerating, while the unemployment rate is holding steady.” The main caveat is that it is still early to fully assess the inflation risk from the supply-side energy shock, which continues to reverberate across the global and US economies. Minutes from the most recent Federal Reserve policy meeting reveal that a majority of Fed officials discussed the possibility of interest rate hikes if the Iran war continued to raise inflation. Although members of the Federal Open Market Committee differed on how long the conflict might last and how much inflation risk it could pose, “a majority of participants highlighted, however, that some policy firming would likely become appropriate if inflation were to continue to run persistently above 2 percent.” Last week’s consumer inflation report for April showed a second consecutive month of hotter pricing pressure. Headline CPI’s year-o...

Arm涨超10%，市值首破3000亿美元 2026-05-21 22:07:42 来源： 同花顺7x24快讯 分享 Arm涨超10%，市值首破3000亿美元。

格隆汇5月21日｜德国商业银行的Volkmar Baur在一份报告中表示，如果疲软的劳动力市场阻碍澳大利亚央行进一步上调利率，澳元可能会进一步下跌。周四的数据显示，澳大利亚4月份失业率升至4.5%，为2021年以来的最高水平，并且流失了18,600个工作岗位。他说，劳动力市场数据波动较大，不应过度解读单月的数据。“但越来越多的迹象表明，澳大利亚央行可能不仅仅是按兵不动，而是本轮加息周期已经结束。”澳元下跌0.3%，至0.7127美元。

Advance Auto Parts (NYSE:AAP) reported what executives described as a solid start to fiscal 2026, with first-quarter comparable sales rising 3.5%, the company’s strongest quarterly growth in five years. President and Chief Executive Officer Shane O’Kelly said the results were driven primarily by the company’s Pro channel, particularly its focus on Main Street professional customers, along with improved parts availability and customer service. The DIY channel also returned to positive growth after softness in the prior quarter. “Our Q1 performance reflects continued improvement in parts availability and customer service, which is helping us respond to favorable industry dynamics,” O’Kelly said on the company’searnings call Sales Improve as Pro Business Leads Executive Vice President and Chief Financial Officer Ryan Grimsland said net sales for the quarter were $2.6 billion, up 1% from the prior year. Comparable sales increased 3.5%, offset in part by a two-point headwind from cycling $51 million in liquidation sales tied to store optimization activity completed in the first quarter of last year. Grimsland said the quarter included early benefits from winter storms, which drove sales of failure-related items, though temporary store closures and delayed maintenance spending also caused some disruption. Sales trends improved beginning in mid-February as consumers used tax refunds and resumed maintenance spending amid better weather in March. Overall, he said weather was not a material driver of first-quarter results. By channel, Pro comparable sales grew in the mid-single-digit range, with monthly growth consistently in that range. Grimsland said the company’s Main Street Pro business outperformed the overall Pro comp by more than 200 basis points, even as Advance continues to optimize its large national account Pro business. The DIY channel posted low double-digit comparable sales growth, though Grimsland said performance remains tempered by inflation and stretched hou...

格隆汇5月21日｜分析显示，债券投资者对美国私募信贷公司的风险溢价评估各不相同，规模较小的贷款机构被定价为风险更高，因此其利差也比大型基金更宽。这种分化凸显了市场日益增强的筛选倾向，而该市场正面临借款人压力加剧的局面——此前数年利率一直居高不下。

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Oracle (NYSE:ORCL) has joined a new multi source agreement group focused on expanded beam optical connectivity for AI infrastructure. The company is working alongside 3M, AMD, Meta, and Cisco to help define standards for high performance optical interconnects in data centers. The initiative targets reliability, scalability, and faster deployment of hyperscale AI infrastructure. Oracle enters this standards effort with NYSE:ORCL trading at around $188.16 and a 1 year return of 20.9%. Over 3 years the stock return is very large, and over 5 years the return is 154.0%. This provides context for how investors have viewed the company through recent technology cycles. For readers watching AI infrastructure, Oracle's move into hardware related standards connects its cloud ambitions directly to the plumbing of next generation data centers. Participation in an MSA with large technology and networking peers could influence how future AI workloads connect, move data, and scale across Oracle environments and partner ecosystems. Stay updated on the most important news stories for Oracle by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Oracle. NYSE:ORCL Earnings & Revenue Growth as at May 2026 📰 Beyond the headline: 2 risks and 3 things going right for Oracle that every investor should see. For Oracle, joining the expanded beam optical connectivity group looks like an effort to move closer to the physical layer of AI infrastructure rather than just riding on top of it. Expanded beam optics are designed to handle dense, high bandwidth links in data centers with more tolerance for dust, vibration and repeated mating cycles than traditional fiber connections. By sitting alongside companies such as AMD, Meta and Cisco on the specification, Oracle is closer to decisions that affect ho...

俄罗斯外交部发言人扎哈罗娃21日在例行记者会上说，青年之间心灵相近、拥有共同的世界观和理想，是未来俄中双边关系发展的重要支撑。 扎哈罗娃当天就“有关民意调查显示逾八成中俄青年认为两国关系友好”回答新华社记者提问时说，俄中两国领导人多次强调，青年是每个国家现在和未来的基石。俄中两国青年交往的质量和频密程度是直接影响双边关系未来发展的关键因素之一。“继2014年至2015年俄中‘青年友好交流年’之后，过去10年，我们欣喜地看到，两国青年交往呈现出非常积极的趋势。” 她强调，今年开启的“俄中教育年”同样着眼青年，通过让青年人才参与各种交流合作项目，加深对对方国家的了解。未来他们将“肩负起维护和弘扬两国人民睦邻友好的责任”。 扎哈罗娃介绍，今年9月，国际青年节将在俄罗斯叶卡捷琳堡举办，“我们期待中国青年代表团的到来”。(新华社)

算力中心建设规划速度快且较为集中，高密度用电导致部分区域供电压力加大；面对智算中心毫秒级负荷高频波动，区域电网调节和稳定性或迎新挑战 【财新网】 中国当前处于“算电协同”早期阶段，距离真正成熟的“算电协同体系”仍有较长距离。 赛迪研究院未来产业研究中心人工智能研究室主任钟新龙在5月20日AI算力与数字能源论坛上表示。他还称，如果以“十五五”和“十六五”为时间尺度来看，现在还只是第一阶段。过去两年行业完成了从概念验证走向工程落地的初步跨越。 国网冀北电科院电力系统研究所副所长王泽森在同一论坛上表示，算电协同下一阶段需重点围绕布局优化、负荷调节能力以及电网安全稳定三方面展开。 “当前行业对算力增长的讨论，更多聚焦于’电量’层面，但真正进入电网运行阶段后，核心问题其实是‘电力’。”王泽森表示。

00:00 Brian What did you like about this Nvidia quarter and what's uh just lacking in your view? 00:08 Paul Actually, Brian, I liked most of it. I I disagree that we've seen signs of a slowdown. You know, right now for their next fiscal year, after this enormous growth this year, the street's expecting about 30% growth top and bottom line. I expect that to be beaten, and I expect that to be beaten significantly. And with a stock here that trades at only 19 times next year's earnings, which I think are low, I think uh whoever says it's a value stock, whether it be Jensen Wong or anybody else, I think they're actually right. 00:47 Brian Paul, let me uh, you bring up a good point. I love opposing views. That's why we have you on here. You always, you always give it to us straight. Uh, is it oh, is it good enough? And I, look, I can't even believe I'm saying this about Nvidia. I mean it's gotten so big and it's so important to chain that this company's only growing the top line by 30% plus. Or is this a market still stuck in the past with Nvidia and they want to see those 50, 60, 100% growth rates that they were delivering? 01:14 Paul Well, we'll get that, Brian for a couple more quarters. So they just got into a quarter well above the street, but that's pretty much standard fair for them. And that indicates that this next quarter is going to have about 100% growth year-to-year. So it's a acceleration in sequential and year-to-year growth. So we'll see what happens, but I again think that the numbers are lower. and I felt very good about the gross margin, 75%, uh guiding towards another 75% and the fact that we now have a very big CPU business in addition to GPUs with the Vera platform, this could be really exciting. 1:59 Paul I think it's very important, you know, when they talk about uh returning capital to shareholders, I never really care about a dividend for a tech company. That usually is the death sentence. But the continued stock buybacks and the fact that they'...

安捷伦科技公司 宣布推出Agilent 1290 Infinity III荧光检测器。这款新型检测器专为现代超高效液相色谱工作流程设计，将荧光检测技术带入UHPLC时代，为实验室提供痕量分析所需的更高置信度。 随着UHPLC应用的持续增长，实验室在痕量分析中面临兼顾速度与数据质量的双重压力。传统荧光检测器并非为UHPLC方法的窄峰和快速分离而设计。1290 Infinity III FLD通过专为现代UHPLC优化的设计填补了这一空白。 该检测器信噪比大于2500：1，具备超痕量灵敏度，同时采用低扩散流通池以保持窄UHPLC峰完整性，确保准确积分和可靠定量。它支持最多5个激发/发射通道及在线光谱采集，单次进样即可获得更丰富的分析信息，波长切换速度小于250毫秒，适用于快速UHPLC方法中的选择性荧光分析。 安捷伦液相色谱部门副总裁兼总经理Iris Mangelschots表示，1290 Infinity III荧光检测器通过将超痕量灵敏度、UHPLC就绪的峰完整性和更丰富的分析洞察集成于一个工作流程中，为客户提供明确的价值。 该检测器既可独立使用，也可与LC/MS系统在线联用。在联用模式下，它可增加正交荧光检测以补充质谱数据，在不增加工作流程复杂性的前提下提供更多分析证据。其应用涵盖生物制药分析、食品安全检测和环境监测等领域，仪器维护采用免工具、正面操作设计，有助于减少停机时间。 责任编辑：张俊 SF065

Imagine looking at your retirement account and seeing that your money is helping build a city on Mars. That scenario is no longer science fiction. SpaceX has officially filed its S-1 paperwork to go public, opening its doors to Wall Street and retail investors alike. An S-1 is a formal document a company must file ... Wall Street is About to Fund the First City on Mars. Here are the Craziest Details from the SpaceX S-1.