油价周五上涨逾2%，因交易商在美国与伊朗延长核谈判后，仍对潜在的供应中断保持警惕。 布伦特原油期货上涨1.73美元，涨幅为2.45%，收于每桶72.48美元。 纽约商品交易所4月交割的西得州中质原油（WTI）期货价格上涨1.81美元，涨幅为2.78%，收于每桶67.02美元。 经纪公司PVM的石油分析师塔马斯·瓦尔加表示：“不确定性占据主导，恐惧情绪今日推高油价。这完全是受伊朗核谈判结果以及美国可能对伊朗采取军事行动的影响。” 在美国总统唐纳德·特朗普下令在该地区进行军事集结后，美国和伊朗周四在日内瓦举行了间接会谈。 会谈期间，由于媒体报道称，因美国坚持要求伊朗零铀浓缩，讨论陷入僵局，油价上涨超过每桶1美元。然而，在阿曼调解人表示双方在谈判中取得进展后，油价有所回落。 阿曼外交大臣赛义德·巴德尔·布赛迪在X平台上表示，双方计划恢复谈判，技术层面的讨论定于下周在维也纳举行。 星展银行分析师苏夫罗·萨卡尔表示：“我们认为最新一轮谈判为和平解决带来了一些希望，但军事打击的可能性依然存在。” 特朗普于2月19日表示，伊朗必须在10到15天内就其核计划达成协议，否则将会发生“非常糟糕的事情”。 萨卡尔表示，由于担心冲突会通过霍尔木兹海峡中断中东地区的供应，油价中已累积了每桶8到10美元的地缘政治风险溢价。全球约20%的石油供应需经过霍尔木兹海峡。 为了缓冲可能发生的打击带来的影响，两位贸易消息人士周五称，阿联酋石油生产商阿布扎比国家石油公司计划在4月份增加其旗舰产品穆尔班原油的出口。本周早些时候，其他消息人士称，沙特阿拉伯也将增加其石油产量。 此外，由于印度需求增加以替代俄罗斯供应，沙特阿拉伯可能五个月来首次提高4月对亚洲的原油官方售价，提价幅度可能为每桶约1美元。 与此同时，消息人士称，在暂停第一季度的增产计划后，欧佩克+生产国联盟可能会在3月1日的会议上考虑在4月份将石油产量提高每天13.7万桶。 责任编辑：张俊 SF065

Investors in car stocks finally get a bit of good tariff news.

Key PointsThe Supreme Court struck down some of President Trump's tariffs last week.

SITE Centers ( SITC ) was trading lower as Piper Sandler downgraded the stock, citing that it is "trading essentially at our liquidation value". The investment bank had updated its net asset value estimate on the stock to $6.40. Shares were 8.52% down to $6.18 during afternoon trading on Friday. "While there is potential for upside based on how the final asset sales go, given the demand for retail, we don't see enough upside to warrant maintaining the OW," said analysts Alexander Goldfarb and Connor Mitchell, downgrading the stock to Neutral from Overweight. The new target price is $6.50, compared to $8.00 prior. Piper Sandler reduced its 2026 FFO estimate for SITE Centers by $0.08 to -$0.08, and cut the 2027 estimate by $0.16 to -$0.14. The consensus stands at $0.09 and -$0.11, respectively. The rating aligns with the average Wall Street analysts rating of Hold. Seeking Alpha's Quant Rating system sees the stock as Strong Sell. More on SITE Centers SITE Centers Q4 Earnings Preview Small-Cap sell signals: 10 stocks with longest run in bearish Quant ratings Seeking Alpha’s Quant Rating on SITE Centers Historical earnings data for SITE Centers Financial information for SITE Centers

Kessler Topaz Meltzer April 6, 2026, Lead Plaintiff Deadline NewMediaWire

TD Cowen Maintains Amazon(AMZN.US) With Buy Rating, Maintains Target Price $300 富途牛牛

Could it be a biotech giant in the making?

Key PointsAbivax's leading candidate could be a breakthrough treatment in ulcerative colitis.

I don't know about you, but I like to hold my stocks for a long time. If you clicked on this headline I imagine you're the same way. So, if you're also a fan of slower-paced investing, read on to learn about three of the best-looking stocks to buy and hold for the next decade or longer. Image source: Getty Images. Continue reading

We discuss Retail sector results and the impact of tariffs on earnings and margins.

Hi everyone. Today we’re figuring out why Sony closed Bluepoint Games, but first... This week’s top gaming news: Check out our piece about the failure of Highguard Gamers are infuriated by AI even as developers pursue it New Pokemon games are coming next year RIP Bluepoint Last week, Sony Group Corp. announced the closure of Bluepoint Games, the Austin-based subsidiary behind acclaimed remakes like Demon’s Souls and Shadow of the Colossus . Around 70 people will lose their jobs, although Sony is also giving them opportunities to apply for positions at other studios within the organization. The decision came just five years after Sony purchased Bluepoint, a period during which the studio failed to release a game of its own. How did Sony executive Hermen Hulst go from writing in 2021 that Bluepoint’s “vast expertise in world building and character creation will be a huge plus for future PlayStation Studios properties” to shutting the studio down? The answer is a little complicated. (Sony declined to comment beyond the statement it sent last week .) Following the purchase, Bluepoint continued its work helping Sony’s Santa Monica Studio with the development of God of War Ragnarok , released in 2022. After that, the newly acquired PlayStation studio had ambitions to make its own game rather than co-developing or remaking games made by other companies. At the time, Sony was all-in on “live-service” games — games designed for continual monetization after launch. One of those games would be Bluepoint’s first original title under PlayStation: a live-service game in the God of War franchise, which the organization hoped could support several sequels and spinoffs, like its own smaller version of the Marvel Cinematic Universe. Bluepoint began working on a game in which the character Atreus would fall into Hades, according to people familiar with the project. A loose idea was for players to control different versions or aspects of Atreus as they battled through Greek hell, and t...

On "Bloomberg Real Yield" Meghan Graper, the global of head of debt capital markets at Barclays, and Maureen O'Connor, the global head of high-grade debt syndicate at Wells Fargo, join Matt Miller and Emily Graffeo. They discuss credit concerns, issuance, and the debt spending related to AI. (Source: Bloomberg)

txking Hasbro ( HAS ) is reportedly seeking to recover tariffs that were paid to the U.S. government under the International Emergency Economic Powers Act following last week’s U.S. Supreme Court decision. According to Reuters, the toymaker is the latest in a wave of companies trying to recover the billions of dollars that were collected between April 2025 and February 2026. Like many U.S. companies dependent on overseas production, Hasbro ( HAS ) faced tariffs on average of 25%, citing $60M in tariff costs to the company’s supply chain. More on Hasbro Hasbro, Inc. (HAS) Q4 2025 Earnings Call Transcript Hasbro, Inc. 2025 Q4 - Results - Earnings Call Presentation Hasbro: MTG Monetization Has Worked Well, For Now Hasbro is winning the toy war this year as Mattel spirals lower Toy story: Mattel slides after sluggish results for the holiday quarter

OpenAI's Sam Altman says he shares the "red lines" set by rival Anthropic restricting how the military uses AI models, amid Anthropic's escalating feud with the Pentagon. (Image credit: Julia Demaree Nikhinson)

Trump announced that Federal agencies would be cease using Anthropic's tools within six months. (Image credit: Julia Demaree Nikhinson)

阿布扎比国家石油公司在OPEC+会议前夕增加穆尔班原油供应量，部分货物已在现货市场售出。 在OPEC+权衡4月增产之际，穆尔班原油出现额外供应。 阿布扎比国家石油公司似乎正计划向市场投放更多4月装船的穆尔班原油。此举可能强化关于中东供应正在增强的普遍看法，而投资者正密切关注本周末的OPEC+会议。据知情人士透露，这家国有生产商已向阿联酋陆上油田特许经营权的合作伙伴提供了额外数量的原油，其中部分货物已在现货市场售出。此进展出现之际，据报道，由于担心华盛顿与德黑兰之间的紧张局势可能中断出口，沙特阿拉伯和伊朗近几周已加快出货速度。 增量穆尔班原油供应的具体规模尚未披露。阿布扎比国家石油公司持有该陆上油田60%的权益，该油田有能力每天生产约200万桶穆尔班原油，而 道达尔 能源、 英国石油 、中国石油天然气集团、日本国际石油开发帝石、振华石油和韩国GS能源持有剩余份额。部分增加的货物本周已对穆尔班原油的相对表现构成压力，随着更多原油供应，该品级原油相对布伦特和迪拜基准的价格有所下滑。与此同时，布伦特原油期货周四触及每桶72.61美元，为去年7月以来的最高盘中水平，凸显出即使地区供应信号增强，基准定价动态依然坚挺。 在OPEC+会议召开前夕，一些代表表示，他们预计该组织可能同意从4月起恢复小幅增产。阿布扎比国家石油公司此前曾根据旨在管理价格或夺回市场份额的OPEC+配额变化调整供应量，这表明最新的举措可能与更广泛的政策调整一致。对于专注能源领域的投资者而言，在等待产量战略更明确指引之际，布伦特油价走强与中东出口增加迹象的结合，可能引发短期市场波动。 责任编辑：张俊 SF065

Attorney general Pam Bondi says 39 people now charged over January protest and warns ‘more to come’ Federal authorities have arrested more people on Friday for their alleged involvement in a protest at a church in Minnesota in January, following earlier arrests of organizers and journalists that were demonstrating amid sweeping, and often violent, immigration enforcement efforts in the state. Attorney general Pam Bondi said the justice department unsealed an indictment that charged 30 more people for the demonstration. Of those charged, federal agents have already arrested 25 of them, Bondi said, with “more to come”. The latest arrests bring the total number of people charged to 39. Continue reading...

For nearly two decades, Morgan Stanley portfolio manager Andrew Szczurowski has been honing his fixed-income investing strategy. These days, he's still finding attractive investments in the market, but admits some digging needs to be done to separate the winners from the losers. As a portfolio manager on the Eaton Vance Strategic Income Fund , he looks for opportunities across a broad range of assets, including those that have been typically underrepresented. Eaton Vance was acquired by Morgan Stanley in 2021. Szczurowski called the fund a "multi-sector, go anywhere strategy" that has underlying assets with a weighted average of investment grade. However, it can also take a bit more risk, he said. ETSIX 1Y mountain Eaton Vance Strategic Income Fund one-year performance His strategy has paid off, with the fund earning a five star rating from Morningstar . Its A share class (ETSIX), available to retail investors, outperformed the category average return by 2.2 percentage points annualized over a 10-year year period, according to Morningstar. ETSIX has a 6.15% subsidized 30-day SEC yield, a net expense ratio of 1.46% and a net adjusted expense ratio of 1.02%. Its hefty fees land it in the second-highest quintile among peers, Morningstar said. A barbell approach The fund managers take a bit of a barbell approach to portfolio construction, with high quality assets on one side and riskier investments on the other, Szczurowski said. The team includes two other portfolio managers, each with differing areas of expertise. Szczurowski focuses on securitized products since he is also the co-head of Morgan Stanley Investment Management's mortgage and securitized investment team. ETSIX's highest allocation is in agency mortgage-backed securities (MBS), about 34% of the portfolio as of Jan. 31. It also has exposure to emerging market bonds, high yield bonds and floating-rate loans. Finding winners The macroeconomic environment for fixed income is still "OK," but it is getting late...

Rosenblatt Initiates Coverage of Palantir Technologies (PLTR) with Buy Recommendation Nasdaq

Alberto Marrupe Gutierrez/iStock via Getty Images I last covered LeMaitre Vascular ( NASDAQ: LMAT ) at $81 in June 2025 , reiterating my Buy rating. Eight months later, shares are up about 35%, more than double that of the broader market. The stock jumped ~20% alone on the recent Q4 beat and raise, with 2026 guidance coming in 13% above Wall Street’s consensus. Pricing power, operating leverage, and international growth were all contributors. LMAT has been one of the top performers in my own portfolio over this period. Is it time to trim? Is there still near-term upside for those looking to add shares? Having digested the 2025 results, my short answer is that the business has earned its high valuation multiples. A key catalyst is Artegraft – the international rollout is changing the math. But a more important takeaway is that LMAT’s overall earnings power appears to have stepped higher. This is structural rather than cyclical. Q4 and Full-Year 2025: Another Clean Sheet The latest quarterly report exceeded expectations in almost every way. Sales were up 16% YoY with organic growth at 15%. All segments gained, led by grafts (27%), valvulotomes (20%), and carotid shunts (18%). Growth was also broad-based geographically, with EMEA up 29%, APAC 20%, and the Americas 10%. Profitability metrics were also outstanding across the board. Organic growth in Q4 broke down to about 9% price and 6% unit growth, meaning the recent margin expansion isn’t just due to volume. Most important is that this has been a pattern. For several years LMAT has been growing sales by double digits while managing gross margins of 60-70%. Seeking Alpha (LMAT Financials - Gross Profit) The FY 2025 results included beats on revenue and EPS. The $2.91 (midpoint) guidance for 2026 represents an 11.5% increase. The Artegraft Surprise For me, the most important news in this report wasn’t the headline figures. It was buried in the earnings call Q&A . Management said the addressable market for Artegraft outs...

Key PointsRetirees often flock to popular retirement states like Florida.

Volatility and unusual structure at Stamford Bridge leave club’s young manager with a big test to rebuild like his rival has at Arsenal Arsenal’s journey under Mikel Arteta has long been a reference point for Chelsea’s owners. It is part of the club’s shift towards youth and potential after the Roman Abramovich era. Chelsea have built with a long-term view and, seeing how Arteta has reversed Arsenal’s decline since his appointment as manager in December 2019, have been keen to find a young coach capable of becoming a similarly galvanising force at Stamford Bridge. It is not an easy task. Chelsea briefly thought they had their rising star when they hired Graham Potter in September 2022, only for his reign to end after seven months. Now there is hope that Liam Rosenior can become Chelsea’s answer to Arteta. Rosenior is young, confident, talented and a little unconventional in the way he presents himself. It is early days but the 41-year-old has made an encouraging start, winning eight of his first 12 games, and has transmitted enough authority to keep jibes about his inexperience at bay so far. Continue reading...

Source: Bloomberg, 0:00

Willie B. Thomas/DigitalVision via Getty Images Assessing Willdan's Q4 2025 Report As I'm writing these lines, the quotes of Willdan Group, Inc. ( WLDN ) stock are falling by almost 22% amid the firm's Q4 2025 results release. All the gains we've seen in it since early December 2025 have now gone: Seeking Alpha, my previous article on WLDN At first glance, I see little reason for panicking. Yes, the guidance seems quite weak because of the sunsetting tax incentives, but the business is still growing rapidly (and it’s not just about past momentum). The data‑center‑related revenue streams should help WLDN sustain its leading niche position, and its balance sheet , which only improved in Q4, promises better flexibility ahead as WLDN enters its next phase of strategic growth. I'd consider buying this dip, so I remain bullish on Willdan in the medium term - especially after its forward valuation reset on this post‑earnings dip. Why Do I Think So? Willdan, as analysts usually write in such cases, showed mixed Q4 results because it beat on the bottom line (by 105%, actually), but at the same time, it failed to beat on the top line, missing the consensus estimates by 0.47%. The past beats/misses dynamics show that it's always been OK for Willdan to beat on EPS and miss on revenues in the same quarter, so it's not the real reason for the stock's post-earnings 22% meltdown. What really moved WLDN so much lower was likely the valuation reset based on management’s outlook for 2026. The thing is that the management set the FY2026 EPS guidance range at $4.50-4.70, while for the whole FY2025, Willdan has managed to make $4.89 (+101% YoY to FY2024, by the way). WLDN's press release The effective YoY decline in FY2026 EPS should be ~5.9% if we take the midpoint of the updated guidance. For a growth stock that traded at above 40x forward earnings, it's no surprise that the stock reacted so negatively. The main reason why the management decided to guide so low lies in the normalizatio...