近日，伊朗面临外部安全风险显著上升， 中国驻伊朗使领馆 郑重提醒在伊中国公民密切关注安全形势变化，加强防范意识，切勿拍摄政府机构、军事设施等敏感场所，留意“禁止拍照”等标识，避免误拍、误入有关区域。有乘飞机旅行计划的人员随时注意航班信息。 如遇紧急情况，请及时向当地警方报警，并与驻伊朗使领馆联系。

Aziz Shamuratov Anheuser-Busch InBev ( BUD ) officially welcomed BeatBox to its fast-growing Beyond Beer Portfolio. The beer giant announced late last year that it acquired an 85% stake in BeatBox for a purchase price of up to approximately $490M with a path to 100% ownership after five years based on a predetermined pricing formula. Notably, BeatBox was the number five fastest-growing brand by dollar sales in the U.S. hard beverage industry. BeatBox originated in Austin, Texas, and gained popularity after its founders' appearance on Shark Tank in 2014. The ready-to-drink cocktail brand is now known for its lively "party-in-a-box" approach, offering bold, fruit-forward flavors like Party Punch, Blue Razzberry, and Peach Punch, as well as Hard Tea and Lemonade options. The beverages are primarily wine-based but also come in malt-based variants, with alcohol by volume levels typically at 11.1% or 8.0%. BeatBox's drinks are vegan, use certified food colorings, and are designed to be smooth and non-carbonated. Anheuser-Busch InBev ( BUD ) said the deal adds a world-class brand to its fast-growing Beyond Beer portfolio, which already includes Cutwater Spirits, NÜTRL Vodka Seltzer, and Phorm Energy. Shares of Anheuser-Busch InBev ( BUD ) are up more than 26% on a year-to-date basis and printed a new five-year high earlier on Friday. More on Anheuser-Busch InBev Anheuser-Busch InBev: Successful Premiumization And Diversification Efforts - Overbought Rally Warrants Caution Anheuser-Busch InBev SA/NV (BUD) Q4 2025 Earnings Call Transcript Anheuser-Busch InBev SA/NV 2025 Q4 - Results - Earnings Call Presentation Here's what executives are saying about inflation and affordability Anheuser-Busch InBev outlines 4%–8% organic EBITDA growth outlook for 2026 with mega brands and digital expansion

Should You Forget Micron and Buy This Other Artificial Intelligence (AI) Chip Stock Instead? The Globe and Mail

While shares of Micron rose nearly 300% last year, another memory stock that did even better over past 12 months may still be the better buy now.

Key PointsAI hyperscalers are beginning to allocate a greater share of their capital investments into memory chips and data storage hardware.

Should You Forget Micron and Buy This Other Artificial Intelligence (AI) Chip Stock Instead? Nasdaq

Should You Forget Micron and Buy This Other Artificial Intelligence (AI) Chip Stock Instead? Yahoo Finance

格隆汇2月28日｜市场消息：华纳兄弟探索公司(WBD.O)首席营收与战略官布鲁斯·坎贝尔表示，今晨已与派拉蒙签署协议。

In this article US10Y US2Y TLT IEF Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 2:03 02:03 Core wholesale prices rose 0.8% in January, much more than expected Squawk Box U.S. Treasury yields fell Friday as investors reacted to a stronger-than-expected January wholesale inflation report, and a tumbling stock market amid rising fears of artificial intelligence hurting the economy. The benchmark 10-year Treasury yield fell more than 4 basis points to 3.972%, while the 30-year Treasury bond yield dropped more than 3 basis points to 4.636%. The 2-year Treasury note yield was lower by more than 4 basis points at 3.399%. One basis point is equal to 0.01%, and yields and prices move in opposite directions. The latest data point on the economy showed core wholesale prices, stripping out food and energy, rose 0.8% in January, according to the Bureau of Labor Statistics, far above the 0.3% increase economists polled by Dow Jones were anticipating. The headline reading, including all price components, increased 0.5% last month, again higher than the expected 0.3% gain, according to a Dow Jones consensus estimate. "Markets did not need the bad inflation news this morning and stocks extended their losses," said Chris Rupkey, chief economist at FWDBONDS. "Bond yields fell below the psychological 4.00% level before the producer prices report and you can bet your bottom dollar that bond yields are not going to move back above this key level anytime soon." Rising fears that artificial intelligence will lead to large job losses, eventually contributing to economic stagflation, in which rising prices are coupled with slowing economic growth, are also hurting economic sentiment. The Dow Jones Industrial Average tumbled 700 points, or 1.5%, spurring some investors to move to bonds for safety and consequently pushing yields downward. The potential of AI disruption has increasingly weighed on investors this year, with software stocks slammed on concern that agentic AI wi...

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Earnings Call Insights: Delek US Holdings, Inc. (DK) Q4 2025 Management View Avigal Soreq, President and CEO, highlighted 2025 as a transformational year, stating that "we have made progress on all fronts, including improving the free cash flow profile of the company and increasing the economic separation between DK and DKL." Soreq announced that Delek reported an adjusted EPS of $0.44 and adjusted EBITDA of approximately $226 million for Q4 2025, excluding SRE, and raised the enterprise optimization plan (EOP) target to at least $200 million on an annual run rate basis. Soreq detailed that DKL achieved a record year with approximately $536 million in adjusted EBITDA and set 2026 EBITDA guidance for DKL at $520 million to $560 million. He emphasized DKL’s progress in sour gas solutions and third-party EBITDA expected to exceed 80% in 2026. "Achieving this level of economic separation has been cornerstone of our sum-of-the-parts strategy," Soreq said. Soreq reported a successful turnaround at Big Spring refinery, stating, "The focus of this turnaround is to further enhance reliability and operational flexibility, positioning the refinery for improved cost structure and margin capture." He also noted the EOP's growing impact, estimating a $50 million contribution to Q4 2025 P&L and increasing the annual EOP improvement expectation to at least $200 million. Soreq described the monetization of 2023 and 2024 RINs, rapid use of proceeds to reduce the inventory intermediation agreement, and projected a $40 million annual improvement in free cash flow from this restructuring. He reaffirmed a commitment to shareholder returns, referencing $15 million in dividends and $20 million in share buybacks during the quarter. Mark Hobbs, Executive VP & CFO, stated, "For the fourth quarter, Delek had net income of $78 million or $1.26 per share. Adjusted net income was $143 million or $2.31 per share, and adjusted EBITDA was approximately $375 million." Hobbs highlighted that logistics...

Kratos just raised cash and diluted its shareholders. Will Red Cat do likewise?

Key PointsRed Cat rival Kratos Defense is selling shares after a big stock price run-up, to raise up to $1.4 billion in cash.

Earnings Call Insights: The St. Joe Company (JOE) Q4 2025 Management View Jorge Gonzalez, President, CEO, COO & Chairman of the Board, highlighted a continuation of year-over-year growth, noting "a 24% increase in revenue and a 58% increase in net income" for the fourth quarter. He emphasized a multifaceted capital allocation approach: "$18.5 million in capital expenditures, primarily for growth, $15.1 million for stock repurchase, $9.2 million for dividends and $8 million for debt reduction." Gonzalez stressed the significance of surpassing $500 million in revenue for the first time in 20 years and achieving $2 earnings per share for the first time in 23 years. The company transitioned to a more sustainable business model, with 56% recurring revenue compared to 15% two decades ago. Gonzalez described it as "a diversified real estate operating company with 56% recurring revenue." Homesite gross margins increased to 51% from 47%, and leasing gross margins increased to 57% from 54%. Hospitality gross margins slightly decreased to 31% from 32% due to new openings and renovations. Stock repurchases accelerated, with 798,622 shares repurchased at an average price of $50.10, bringing the outstanding share balance below 58 million for the first time in nearly 30 years. The residential homesite pipeline grew to approximately 23,900 homesites, up by 2,200 compared to year-end 2024. The company received approvals for 10 specific area plans (DSAPs), has started development on three, and plans to break ground on two more in 2026. For the commercial segment, 94,500 square feet is under construction, with 76% preleased. New commercial buildings totaling approximately 54,000 square feet are planned for 2026, alongside a new apartment complex and new ground leases. In hospitality, focus remains on growing club membership, increasing hotel occupancy, and evaluating opportunities for new hotels and amenities. Marek Bakun, Executive VP & CFO, stated "The $15.1 million in stock repurch...

“On Hold Until Further Notice”: Microsoft Stock (NASDAQ:MSFT) Slumps With Building Delay TipRanks

Shares of the nuclear power start-up Oklo (NYSE: OKLO) are pulling back Friday, down 9.4% as of 1:37 p.m. ET. The stock is falling alongside the broader market after today's release of a key inflation gauge, the producer price index (PPI), which came in scorching hot: core wholesale prices jumped 0.8%. That was nearly triple what economists expected. Why does that matter? When inflation runs hot, the Federal Reserve keeps rates higher for longer, which tends to drag down more speculative stocks like Oklo's -- the company is still pre-revenue, and higher rates lower what investors are willing to pay for future returns. Higher rates mean future earnings are worth less today, and Oklo's earnings are very far in the future -- if they materialize at all. Image source: Getty Images. Continue reading

NoDerog/iStock Unreleased via Getty Images I last covered Advil owner Haleon ( HLN ) in December with my “hold” note , Haleon: Fairly Priced Given Limited Growth Drivers . My thesis was that Haleon is a solid company with good brands but modest growth prospects, so it was fully valued. Since then, it has moved up 14%. This week the company published its unaudited fourth quarter and full-year results , which I want to dissect. Improved Profits Came Despite Slightly Lower Revenues Revenue dipped slightly, but the improvement in profitability was reassuring. Company preliminary results announcement While reported revenue fell, organic revenue grew 3%. The fall in reported revenue reflected currency movements and the impact of divestments, including the non-US Smokers’ Health business. Still, while the organic revenue growth was welcome, it was below the company’s own medium-term expectations. That was pinned primarily on a “weak” cold & flu season (good for people, not so good for Haleon) and low consumer confidence in North America. I see both as ongoing risks that could affect revenue performance again in the coming year. However, for 2026, the firm guided for organic revenue growth of 3-5%. As a range that falls slightly below the medium-term target range of 4-6% annual organic revenue growth, although it still allows for the target to be met depending on where in the range actual performance ends up landing. When it came to profitability, reported numbers grew 9% at the operating level and 18% for diluted earnings per share. That strikes me as a very credible performance. This was put down to ongoing productivity improvements and disciplined investment. Disciplined investment can mean efficient spending, or it can mean cutting back on spending that does not show much in the short term, but then shows further down the line, so in years to come it will be worth keeping an eye on whether this so-called disciplined investment is hurting the brand equity of the company’...

watch now VIDEO 1:48 01:48 Anthropic faces a 'lose-lose' battle as it faces off with the Pentagon Tech Sam Altman, chief executive officer of OpenAI Inc., at the AI Impact Summit in New Delhi, India, on Thursday, Feb. 19, 2026. Prakash Singh | Bloomberg | Getty Images OpenAI CEO Sam Altman told staffers late Thursday that he would like the company "try to help de-escalate things" between rival Anthropic and the Department of Defense. "We have long believed that AI should not be used for mass surveillance or autonomous lethal weapons, and that humans should remain in the loop for high-stakes automated decisions," Altman wrote in a memo that was viewed by CNBC. "These are our main red lines." Anthropic has until 5:01 p.m. ET on Friday to decide whether it will agree to give the Pentagon permission to use its artificial intelligence models in all lawful use cases without limitation. The startup wants assurance that its technology won't be used for fully autonomous weapons or domestic mass surveillance of Americans, but the DoD hasn't budged . Altman's internal letter on Thursday was meant to show that OpenAI shares Anthropic's boundaries. The Wall Street Journal was first to report the memo. watch now VIDEO 1:48 01:48 Anthropic faces a 'lose-lose' battle as it faces off with the Pentagon Tech Prior to the Altman memo, OpenAI employees had begun to speak out in support of Anthropic on social media. Some 70 current staffers have signed an open letter titled, "We Will Not Be Divided," which aims to create a "shared understanding and solidarity in the face of this pressure" from the department, according to its website. "For all the differences I have with Anthropic, I mostly trust them as a company, and I think they really do care about safety, and I've been happy that they've been supporting our war fighters," Altman told CNBC in an interview on Friday. "I'm not sure where this is going to go." OpenAI was awarded a $200 million contract by the DoD last year, which allowe...

It is adding an extra mission to its Artemis programme before landing astronauts on the Moon.

SlavkoSereda/iStock via Getty Images By Elior Manier Geopolitics is playing tricks on traders, and this story is as old as it gets. It has now been about two entire months since the Middle East risk has been playing with market sentiment. While the cause is no joke, with many thousands of casualties among Iranian protesters (+30,000 from the latest official numbers in late January, the actual toll might be higher) , oil has certainly been playing tricks. Just yesterday, WTI fell to $63.50 a barrel; prices are now looking quite different. Overnight, US embassies have called on their non-essential staff to leave the premises in Israel and Iraq, sending new waves of market panic regarding a potential attack over the weekend. Polymarket odds for an intervention this weekend are still low but tilting higher after the warning. True odds are still quite unpredictable. After optimistic headlines regarding a deal, with US-Iran discussions to be continued on Monday in Vienna, the tension still remains quite high. Risk-off flows have taken on market flows. Oil spiked to $68 but is now slightly reversing its course, hanging tightly around $67. There will be an OPEC+ meeting on Sunday, so that could also be another factor for volatility, prompting caution among oil traders. As the situation has little odds to get more clear ahead of the weekend and month-end close, let's dive into a multi-timeframe analysis of WTI (US) Oil to determine levels of interest and put the odds in the trader's favor to capitalize on the issue. US Oil Multi-Timeframe Analysis WTI Daily Chart WTI is following its Daily Tensions ascending Channel with solidity. The immediate daily candle is looking bullish but very uncertain – Nevertheless, as long as prices remain above the $65 - $66 Pivot after session closes, the immediate momentum goes toward the bulls. The indicator to watch is the 20-day moving average ($64.61) which acted as key support throughout the entire trend. Pullback traders could also leave...

Dan Simmons, the author of more than three dozen books, including the famed Hyperion Cantos , has died from a stroke. He was 77 . Simmons, who worked in elementary education before becoming an author in the 1980s, produced a broad portfolio of writing that spanned several genres, including horror fiction, historical fiction, and science fiction. Often his books included elements of all of these. This obituary will focus on what is generally considered his greatest work, and what I believe is possibly the greatest science fiction novel of all time, Hyperion . Published in 1989, Hyperion is set in a far-flung future in which human settlement spans hundreds of planets. The novel feels both familiar, in that its structure follows Chaucer's Canterbury Tales , and utterly unfamiliar in its strange, far-flung setting. Read full article Comments

Stock Market Today: The Dow Jones index dropped Friday on surprise inflation data. Nvidia partner CoreWeave plunged on earnings.

FedEx plans to pass along any refunds resulting from the Supreme Court's ruling that some of President Donald Trump's tariffs are "illegal." In a statement on its website , FedEx notes that while "no refund process has been established by the courts," the company will reimburse shippers and consumers impacted by tariffs if it gets its money back. The delivery giant issued the statement after filing a lawsuit in the US Court of International Trade, asking the Trump administration for a "full refund" of tariff payments. Though FedEx covers the cost of duties and tariffs on a customer's behalf when packages arrive in the US, it bills customers … Read the full story at The Verge.

格隆汇2月28日｜当地时间2月27日，美国国务院发表声明，更新针对以色列、约旦河西岸和加沙的旅行警告，警告等级维持第三级“重新考虑前往”不变。美国国务院表示，鉴于当地安全风险，“出于谨慎考虑”，已授权非紧急美国政府人员以及美国政府人员家属离开以色列。美国国务院表示，受安全事件影响，美国驻以色列大使馆可能在不提前通知的情况下，进一步限制或禁止美国政府雇员及其家属前往以色列部分地区、耶路撒冷老城以及约旦河西岸。声明还称，在商业航班仍可使用的情况下，相关人员可考虑离开以色列。美国国务院强调，此次更新主要是对上述授权离境安排作出说明，这份最新旅行警告取代了美国国务院此前于2025年7月13日发布的同类旅行警告。

DekaStruktur: 5 ErtragPlus I (D6RC.HM) 互動股市圖表 Yahoo 財經

Key PointsDraftKings is able to operate in 38 states now as its Predictions feature expands reach and offers upside not included in guidance.

BASF SE press release ( BASFY ): FY Non-GAAP EPS of €2.24. Revenue of €59.66B (-2.9% Y/Y). More on BASF SE BASF SE (BASFY) Q4 2025 Press Conference Call Transcript BASF SE 2025 Q4 - Results - Earnings Call Presentation I'm Comfortable Buying BASF Shares Here BASF says new year off to 'challenging' start, more cost cuts needed BASF slips after full-year earnings fall, miss guidance

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)