投资要点 OpenRouter API Tokens调用数据周跟踪：国产厂商增速大幅领先美国，DeepSeek调用量环比提升，宣布自6月起正式调整为原定价的1/4。（1）中美对比维度下，国产厂商表现持续强势：近两周美国厂商调用量同比增速由-5.68%转正至9.00%；国产厂商同比增速由59.25%进一步提升至83.28%，增速大幅领先海外厂商，市场份额持续扩大。海外头部模型调用表现稳健，国内模型在...
Mark Zuckerberg said what every mega-cap CEO is probably thinking but few will say on tape. In leaked audio from an April 30, 2026 Meta all-hands, the CEO told employees: “The AI models learn from watching really smart people do things. The average intelligence of the people who are at this company is significantly higher ... “We’re Studying You to Figure Out How to Make This All More Effective” —...
Mark Zuckerberg said what every mega-cap CEO is probably thinking but few will say on tape. In leaked audio from an April 30, 2026 Meta all-hands, the CEO told employees: “The AI models learn from watching really smart people do things. The average intelligence of the people who are at this company is significantly higher ... “We’re Studying You to Figure Out How to Make This All More Effective” — Zuckerberg’s Leaked Comment Sparks Job Loss Fears
Investors sold Unusual Machines (UMAC +13.38%) stock after it reported earnings on May 14. That sell-off continued into this week, with the stock down as much as 9% at the low. But shares of the drone component maker rebounded sharply as investors considered the potential of this small-cap stock. Unusual Machines stock ended the week in the black, up by 3.6%, according to data provided by S&P Glob...
Investors sold Unusual Machines (UMAC +13.38%) stock after it reported earnings on May 14. That sell-off continued into this week, with the stock down as much as 9% at the low. But shares of the drone component maker rebounded sharply as investors considered the potential of this small-cap stock. Unusual Machines stock ended the week in the black, up by 3.6%, according to data provided by S&P Global Market Intelligence. Drones are the future Unusual Machines said its first-quarter revenue nearly quadrupled year over year as sales accelerated throughout the year. Though it's off a low base, the pace of rising sales is what investors should note. Revenue jumped 65% just since Q4. The company is trying to keep up with demand. Management noted, "We are adding shifts and expanding capacity across all of our facilities." What might surprise some investors is that the small-cap company also announced a profitable quarter. There is also potential for expansion in both the domestic drone delivery and military drone markets. Expand NYSEMKT : UMAC Unusual Machines Today's Change ( 13.38 %) $ 1.98 Current Price $ 16.78 Key Data Points Market Cap $802M Day's Range $ 14.76 - $ 16.88 52wk Range $ 4.81 - $ 23.38 Volume 6.9M Avg Vol 4.6M Gross Margin 34.07 % The primary risk lies in execution. If Unusual Machines can scale manufacturing while controlling costs to maintain and grow margins, the stock should have room to grow. The company says that every demand indicator is on the rise and believes the market is still in the early stages of development. That potential had investors buying the dip this week, with increasing capacity suggesting further sales growth in the coming quarters.
Pratchaya/iStock via Getty Images Uniti Group ( UNIT ) recently announced its Q1 2026 results. I've covered this stock a few times. I was never impressed. I can't say that's changed. But, there might be seeds of hope. I'll explain why. I last wrote in September. I gave a Hold at $7.25. Uniti had just merged with Windstream. This meant an end to REIT status. It also meant an end to dividends. I was...
Pratchaya/iStock via Getty Images Uniti Group ( UNIT ) recently announced its Q1 2026 results. I've covered this stock a few times. I was never impressed. I can't say that's changed. But, there might be seeds of hope. I'll explain why. I last wrote in September. I gave a Hold at $7.25. Uniti had just merged with Windstream. This meant an end to REIT status. It also meant an end to dividends. I was worried about the heavy debt load. Revenue would need to keep growing to make it work. Q1 2026 Earning Presentation There was modest growth in Q1. Fiber was the big driver. It shows that they're executing on that. I'll say more there in a bit. Right now FY26 guidance is about $3.6B of revenue. Liabilities (Q1 2026 Form 10Q) So Q1's results aren't bad. I am concerned that debt continues to rise. Uniti continues to stack it. They speak proudly about reduced interest costs. Q1 2026 Earnings Presentation In fact, I think the lower interest is part of this. They seem more comfortable growing the balance. They probably think the growth will be enough to pay it. As a telecom, they offer a fiber product . The growth plan is to make this the core product. Q1 2026 Earnings Presentation Fiber's share of revenue had grown in Q1. They want to make it a majority by Q4. Consumer fiber, connected to homes, is part of it. Management is really harping the hyperscaler use. I'll quote them from the earnings call : When the inference phase fully ramps, a more expansive group of customers will be using AI and will need highly reliable, low latency, ultra-high bandwidth connectivity and the mission-critical advantages of fiber will really rise above all other technologies. Inference AI is special. It's the revenue phase of the tech. I think it makes hyperscalers good customers. That supports some of Uniti's assumptions here. Does that make UNIT a Buy? I'd hesitate to say that. Cash Flow Statement (Q1 2026 Form 10Q) Uniti doesn't have free cash flow. Capex from fiber build-outs is high. They have...
Key Points Its backlog grew to $12.45 billion, and management is optimistic about growth for several more quarters. The commercial HVAC company has seen its shares rise by almost 100% over just the past 12 months. 10 stocks we like better than Comfort Systems USA › The artificial intelligence (AI) revolution is mostly associated with data centers, semiconductors, and hyperscalers. We don't normall...
Key Points Its backlog grew to $12.45 billion, and management is optimistic about growth for several more quarters. The commercial HVAC company has seen its shares rise by almost 100% over just the past 12 months. 10 stocks we like better than Comfort Systems USA › 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 (NYSE: FIX), 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. 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 » 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. 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 massi...
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall. The risks that can come from buying these assets is precisely why we started StockStory - to isolate the long-term winners from the losers so you ca...
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall. The risks that can come from buying these assets is precisely why we started StockStory - to isolate the long-term winners from the losers so you can invest with confidence. Keeping that in mind, here are three growth stocks expanding their competitive advantages. Nvidia (NVDA) One-Year Revenue Growth: +70.7% Founded in 1993 by Jensen Huang and two former Sun Microsystems engineers, Nvidia (NASDAQ:NVDA) is a leading fabless designer of chips used in gaming, PCs, data centers, automotive, and a variety of end markets. Why Should You Buy NVDA? Impressive 78.3% annual revenue growth over the last two years indicates it’s winning market share this cycle Share buybacks catapulted its annual earnings per share growth to 81.5%, which outperformed its revenue gains over the last five years Impressive free cash flow profitability enables the company to fund new investments or reward investors with share buybacks/dividends, and its improved cash conversion implies it’s becoming a less capital-intensive business At $220.12 per share, Nvidia trades at 22.5x forward P/E. Is now a good time to buy? Find out in our full research report, it’s free. Super Micro (SMCI) One-Year Revenue Growth: +56.2% Founded in Silicon Valley in 1993 and known for its modular "building block" approach to server design, Super Micro Computer (NASDAQ:SMCI) designs and manufactures high-performance, energy-efficient server and storage systems for data centers, cloud computing, AI, and edge computing applications. Why Is SMCI a Top Pick? Annual revenue growth of 68.9% over the past two years was outstanding, reflecting market share gains this cycle Unparalleled revenue scale of $33.7 billion gives it an edge in distribution Earnings growth has trumped its pe...
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 wilti...
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, attac...
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...
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...
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.
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 cr...
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 d...
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 Un...
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.