Google Unveils Next-generation Laptop Built Around Gemini AI

Seeking Alpha02:19

Market Risks Remain? The 'Double-Edged Sword' of the AI Options Frenzy May Make NVIDIA's Earnings Report a Market Turning Point.

The frenzy in AI-related options is driving a 'rising yet stable' trend in the U.S. stock market, but the high concentration of positions poses potential risks; with the May options expiration approaching and NVIDIA's earnings report on the horizon, volatility may face a repricing window.

wallstreetcnMay 12 22:28

JD.com's Q1 revenue saw a slight year-over-year increase, with adjusted EBITDA significantly surpassing expectations, while losses from its food delivery business narrowed substantially on a quarter-over-quarter basis | Earnings Report

In the first quarter of 2026, JD.com reported revenue of 315.7 billion yuan, representing a year-on-year increase of 4.9%, with key metrics surpassing expectations. Service revenue grew by 20.6%, accounting for 22.4% of total revenue; daily necessities sales increased by 14.9%, effectively offsetting the decline in the 3C category. Profit margins were impacted by investments in food delivery services and a fine of 635 million yuan, resulting in a year-on-year decrease in net profit. Logistics revenue surged by 29%, while losses from new business segments widened to 10.3 billion yuan but narrowed on a quarter-on-quarter basis. European retail and embodied intelligence have emerged as strategic new directions.

wallstreetcnMay 12 19:48

The specter of stagflation returns: Which parts of the 1970s asset playbook still hold true today?

Fifty-three years ago, Federal Reserve Chairman Burns characterized the oil price shock as an "exogenous variable," after which inflation spiraled out of control for seven years. Today, the new chairman, Warsh, has almost replicated the same logic — CPI has risen to 3.7%, the Strait of Hormuz remains blockaded, and history seems to be knocking at the door. However, three structural differences determine that this is not a complete replay of the 1970s but rather a more sophisticated game of asset differentiation.

Futu NewsMay 12 18:51

Pop Mart's Q1 revenue increased by 75% to 80% year-on-year, with growth in the European and American markets slowing down, while the growth rate of online channels in China reached 150% to 155%.

Pop Mart's Q1 2026 business announcement revealed an overall revenue increase of 75% to 80% year-over-year. The Chinese market performed exceptionally well, with revenue growth of 100% to 105%. Online channels were the standout, with a growth rate of 150% to 155%. Overseas markets also showed robust growth: the Americas, Europe, and other regions grew by 55% to 65%, while the Asia-Pacific region expanded by 25% to 30%, highlighting multi-regional synergistic growth.

wallstreetcnMay 12 18:36

JD.com's Q1 revenue reached 315.694 billion yuan, with an adjusted net profit of 7.379 billion yuan, both exceeding market expectations.

Adjusted net profit reached RMB 7.379 billion, surpassing market expectations of RMB 5.344 billion.

Futu NewsMay 12 17:48