-- 加拿大皇家银行资本市场（RBC Capital Markets）周二在一份研究报告中指出，莱迪思半导体（Lattice Semiconductor，股票代码：LSCC）收购固件供应商AMI将巩固其平台级能力，并扩大其在服务器人工智能领域的业务。 RBC表示，此次收购将使莱迪思半导体能够提供系统级解决方案，包括硬件级安全管理以及灵活的电源和散热控制，同时进一步提升其在服务器、人工智能和数据中心市场的业务。 RBC指出，莱迪思半导体第一季度盈利超出预期，并基于其核心业务的强劲表现，预计该公司2026财年每股收益将从此前的1.50美元增至1.79美元，2027财年每股收益将从此前的1.96美元增至2.31美元（不计AMI的收购）。 RBC将莱迪思半导体的目标股价从118美元上调至140美元，并维持“跑赢大盘”评级。
Price: $119.46, Change: $-6.11, Percent Change: -4.87%
(Updates prices.)Gold traded higher midafternoon on Tuesday, rising off a five-week low as treasury yields weakened.Gold for June delivery was last seen up US$35.60 to US$4,568.90 per ounce.The price of the metal has remained mostly rangebound for a month as the war on Iran has prompted some safe-haven demand for the metal, even as the higher oil prices that followed the start of the war on Iran is hiking inflation. The threat of higher interest rates because of rising prices is pushing up bond yields, bearish for the metal since it pays no interest."The benchmark US 10-year yield rose some seven basis points on the day Monday, closing just below 4.44% and therefore at the highest daily close since last July as traders eye the big round 4.50% level.," Saxo Bank wrote.However yields moderated early on Tuesday, with the U.S. two-year note last seen paying 3.944%, down 1.8 basis points, while the yield on the 10-year note was down 2.2 points to 4.42%. The dollar was higher, with the ICE dollar index last seen up 0.04 points to 98.42.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We decrease our 12-month target price by CAD5 to CAD40, on an EV/EBITDA of 8.0x our 2027 EBITDA estimate, a discount to FM's three-year average forward EV/EBITDA of 10.6x but close to peers, with an average of 8.3x. We lower our 2026 EPS estimate by $0.33 to $0.53 and 2027 by $0.22 to $1.95. FM faces near-term cost pressures from Middle East tensions, with fuel representing 15% of total costs and potential upward pressure of $0.25/lb on C1 guidance (fuel +$0.20, Kwacha +$0.10, partially offset by gold -$0.05). However, the company's fundamentals remain strong with authorization to process Cobre Panama stockpiles (30-40kt copper expected in 2026), Kansanshi S3 operating 25% above design, and record nickel production at Enterprise. FM strengthened its balance sheet with a $1.5B 10-year bond at 6.375% and extended maturities to 2036. The Taca Taca project (291kt/year copper over first 10 years, 19.3% IRR) provides significant long-term growth optionality once the balance sheet is positioned to support development.
Apple (AAPL) will let users select from multiple third-party artificial intelligence models for tasks across its iOS 27 software, Bloomberg reported Tuesday, citing people with knowledge of the matter.Users will be able to select rival AI models for tasks like generating and editing text and images when the change becomes available for iOS 27, iPadOS 27 and macOS 27, slated for this fall, the report said, citing the people.Apple didn't immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $283.22, Change: $+6.34, Percent Change: +2.29%