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All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem CuriosityStream: AI Is Not Enough For An Investment Here Akamai Collapse: Did Anthropic Just Kill Its Prospects? I Think Not Potential $5,000 Monthly Income - 12 Investments To Buy And Hold For The Next 10 Years Citizens Financial Group: Q1 Results Should Validate Recent Strength Weekly Indicators: The Consumer Continues To Spend Like There's No Tomorrow Don't Overlook Arthur J. Gallagher & Co. When Investing Global Ship Lease: Embedded Upside From Charter Repricing And Trade Disruption Marvell: Rating Upgrade On Data Center Boom EMCOR Group: Solid Business That Is Fully Valued High-Yield REITs I Would Trust For Retirement Income Rubrik's Growth Engines Are Working, But 18% Dilution Risk Weighs On The Upside Coeur Mining: The Market Is Still Pricing The Old CDE Morgan Stanley Direct Lending Has Some Issues, But The Price Makes It Buyable Exploring Digital Equity With These 3 Stocks Twin Disc's Pop Means It's Time For A Downgrade Peloton: Great Improvements But With An Idea Lacking Evidence Tap The Brakes And Buy SPLV Clean Up Your Portfolio With Bath & Body Works Devon-Coterra Merger: Good And Bad Tyson Foods: Pivoting Beyond Cyclicality Into Structural Growth
华尔街午谈:机巧夺金初阶
2026-05-28 · via All Articles on Seeking Alpha
Building facade with Tribeca Film Festival text on 50 Varick Street in New York City

盖蒂图片社(Getty Images)之米罗米罗(miromiro)/iStock编辑部(iStock Editorial)

请聆听以下,或行旅之中,可通过Apple PodcastsSpotify

AI生成之伊朗抗议影片将首映于翠贝卡电影节(Tribeca festival)。(0:15)J.P. Morgan 上调 MGM 评级因拉斯维加斯需求趋于稳定。(1:11)Boeing 发出信号生产之势弥强俟联邦航空署(FAA)审阅后。(1:45)

下为节录。

首部长片悉以智械生成。定于二〇二六年六月十日,于翠贝卡电影节首映,为人工智能所生真人影片之首见于大节者。

《紫罗兰之梦》纪德黑兰一月之变,自十岁童子阿米尔(Amir)之目,其患脑瘫(cerebral palsy)焉。

是片也,喷泉O(Fountain O)制之,阿什·库沙(Ash Koosha)导之,库沙生于德黑兰。凡三月许,费美金二千,假安思罗皮克(Anthropic)诸器而成。人类学(ANTHRO)克劳德AI(Claude AI)以修辞章,克林AI(Kling AI)以生影像,并谷歌之(谷歌(GOOG)) (GOOGL双子(Gemini)与奈诺巴纳纳(Nanobanana)共用于研求与象。

库沙(Koosha)言:彼于余暇制片,盖先闻民怨与吏暴虐镇压之报而后作。

无演员、无伊朗、无好莱坞之资,乃借人工智能以活其故事。

“是影非徒技之演,乃为不可越之墙后事作纪念之片也。”库沙(Koosha)语于Variety。

于活跃之股中,摩根大通(J.P. Morgan)以美高梅度假村(MGM Resorts)(MGM)之评级,自中性升为增持,援引益信拉斯维加斯(Las Vegas)之EBITDAR(息税折旧摊销及租金前利润)估量已触底

计者谓来月增长可望,缘同比较易而美游旅者恒韧也。

波士顿科学(Boston Scientific)BSX触五十二周之极低。既称其WATCHMAN心植器之需日缓。

及戴康工业(Dycom Industries)(DY) 扶摇直上,缘电信基建承揽者呈首季业绩创纪录,且上调全年之望当光纤与数据中心之需勃兴之际。

更有要闻:波音(Boeing)总裁凯利·奥特伯格(Kelly Ortberg)於公司复产,其辞欣悦。,于伯恩斯坦战略决策会议(Bernstein Strategic Decisions Conference)之台上访谈中,论认证进程与防御之展望。

奥尔特伯格(Ortberg)言,波音(Boeing)商飞之业,经年制造纷扰与监管苛察,今渐趋安稳。

公司方欲增737产量,自每月42机至47机,待联邦航空管理局(FAA)关键审查一过。

此言或助长投资者之气,谓波音(Boeing)久图复兴,渐离空谈而趋实务。

投资者恒察该公司能否增产而不蹈前辙,免于品控之弊,盖前此危机由此起也。而于华尔街(Wall Street)研究之隅,股市涨势日广。据法国兴业银行(Societe Generale)言,多因人工智能资本支出,遂入“实体经济”之域。

S与P五百(P 500)SP500) 创新高矣——等权之指亦登极,示涨势潜扩于下,非独聚于巅也。

法兴策士马尼什·卡布拉(Manish Kabra)曰:等权之两者S。與P五百(P 500)RSP)与罗素2000指数(Russell 2000)共襄此举。

等权重能源锐思普(RSP)G)领衔,得+35%,等权科技次之。RSPT) 涨三十四分 — 硬件也,非“大科技”,卡布拉(Kabra)云 — 而材料(RSPM) 涨十二分。可选消费(RSPD) 为后进,跌六分。

纲在AI之资。基构广兴,电力、器物与货殖并起;而主财之软件巨擘,反不复为自费周期之首利者。