David McNew/Getty Images News Exxon Mobil ( XOM ) plunges 5.7% in Wednesday's trading, on track for its largest percent decline since April 10, 2025, when the shares sank 5.5%, as the energy sector is the day's worst performer by a wide margin after oil prices tumbled in response to rising hopes for a near-term conclusion to the Middle East war. Oil and gas stocks comprise 11 of the 15 largest losers on the S&P 500: Exxon Mobil ( XOM ) down 5.7%, Texas Pacific Land ( TPL ) down 5.7%, Occidental Petroleum ( OXY ) down 5.4%, Chevron ( CVX ) down 5.3%, Diamondback Energy ( FANG ) down 4.8%, Phillips 66 ( PSX ) down 4.5%, ONEOK ( OKE ) down 4.5%, APA Corp. ( APA ) down 4.4%, Marathon Petroleum ( MPC ) down 4.3%, Devon Energy ( DVN ) down 4.3%, Valero Energy ( VLO ) down 4.2%. The sector is hit by profit-taking after surging 37% in Q1, easing its YTD gain to 32% with today's selling, as President Trump signaled a wind-down of the war; f ront-month Nymex crude ( CL1:COM ) for May delivery down 2% to $99.37/bbl, and front-month Brent crude ( CO1:COM ) for June delivery down 2.8% to $101.00/bbl. ETFs: ( XLE ), ( XOP ), ( VDE ), ( IXC ), ( OIH ) More on Exxon Mobil Exxon Mobil: Boosted By Powerful Pricing And Volume Tailwinds Exxon Mobil: Iran War Creates Earnings Upside Exxon Mobil: Avoid Being The Latecomer To The Energy Party (Downgrade)

If you’re looking for a way to play Nike’s eventual turnaround, buy Dick’s Sporting Goods shares, Oppenheimer said.

The toy company Hasbro Inc. said it discovered unauthorized access in its network on Saturday and has taken certain systems offline. As the investigation continues, the company has implemented business continuity plans that will allow it to continue taking orders, shipping products and other “key operations,” according to a Wednesday filing with the US Securities and Exchange Commission . Those interim measures may last several weeks and could result in delays, the company said. “We have taken swift action to protect our systems and data, including proactively taking select systems offline while we remediate the situation,” a company spokesperson said in a statement. “While this is an unfortunate incident, Hasbro’s business operations remain open.” Hasbro is also working to identify files that were potentially impacted and “will take additional actions as appropriate based on its review and findings,” according to the filing. The company’s shares were down about 4% in midday trading.

现货白银站上76美元/盎司，日内涨1.24%。

币安正式推出石油和天然气期货交易。

DKosig/E+ via Getty Images We believe in the importance of investor sentiment and use option data in GLD plus investor surveys to forecast the price of GLD. These forecasts are for the intermediate-term, which are price moves that last from two to five months. After the sharp selloff in gold, neither option data nor investor surveys are giving buy signals. Except for one metric called SKEW, everything points to a continuation of the correction that began last month. Option Data Since people buy “calls” when they expect higher prices and “puts” when they expect lower prices, option data provides powerful insight into investor expectations. This is not only true of stocks but gold as well. The Basic “Puts To Calls” Ratio Marty Zweig developed the puts-to-calls ratio over fifty years ago. He compared the buying of “put” and “call” contracts to decide if investors were bullish or bearish on the market. He found when “too many” bought calls, prices usually went down. When “too many” bought puts, prices usually rose. Their buying activity acted as a contrary opinion indicator. While he compared contracts, we compared money, which we think is much more accurate. The Premium “Puts To Calls” Ratio Of GLD The graph below measures the puts-to-calls ratio of dollars flowing into directional puts versus calls in GLD. Again, we focus on dollars rather than contracts for greater accuracy. By applying a 20-day average, short-term fluctuations are smoothed into a more meaningful intermediate-term indicator. The Red Zone Green Zone ranking scale compares ratios against historic norms. Green Zone readings mean an excessive amount of money is buying puts while Red Zone means an excessive amount of money is buying calls. Green Zone signals of minus 9 or less are intermediate term buy signals while Red Zone signals of +9 or more are sell signals. Like with all contrary opinion indicators, buy signals are more reliable than sell signals. Our Red Zone - Green Zone Ranking Of The Premium "P...

格隆汇4月2日｜伊朗官员Tabatabai：伊朗总统佩泽希齐扬给美国人民的重要信件将在几小时内发布。

Norwegian could be a market-beating turnaround story, despite the risks.

Key PointsNorwegian just refreshed its board, which was a key demand from activist investor Elliott Management.

Aoostar TI95X3D Motherboard features AMD Ryzen 9 9955HX3D with X870M chipset and PCIe Gen5 storage Technetbook

Aoostar TI95X3D Motherboard features AMD Ryzen 9 9955HX3D with X870M chipset and PCIe Gen5 storage technetbooks.com

格隆汇4月2日｜据以色列广播机构：美国和以色列已制定计划，若谈判失败则将升级战争态势。

Earnings Call Insights: MSC Industrial Direct Co., Inc. (MSM) Q2 fiscal 2026 Management view “ADS growth of 2.9% fell short of 4.5% growth at the midpoint of our outlook,” driven by “modest headwinds from weather and the partial government shutdown,” plus disruption from “the last structural phase of our sales optimization work,” Martina McIsaac (President, CEO & Director) said. McIsaac said MSC simplified overlapping coverage where “it was possible that an MSC customer was serviced by 2, 3, 4 or even 5 MSC representatives,” consolidating into “a geographically aligned service organization” with “approximately 130 associates” impacted; she added, “month to date in March, we are seeing the year-over-year trend in the sales to impacted customers continue to improve compared to levels in January and February.” McIsaac highlighted the supplier growth forum: “over 3,000 prescheduled meetings” produced “nearly 10,000 opportunities totaling close to $500 million in combined near-term and long-term potential.” “Gross margin of 41.1% performed better than expected and improved 10 basis points year-over-year,” McIsaac said, adding “price contributing approximately 6.5% to our daily sales performance in the quarter,” while “adjusted operating margin of 7.5%” was “a 40 basis point year-over-year improvement.” “Fiscal second quarter sales of $918 million improved 2.9% year-over-year,” Gregory Clark (VP & Interim CFO) said, with “benefits from price of 6.6%” and “volumes… declined 4% year-over-year,” including “a combined headwind of approximately 100 basis points related to the weather and the partial government shutdown.” Outlook Management guided fiscal Q3 average daily sales growth of 5% to 7% year-over-year, with Clark stating, “We expect average daily sales to grow 5% to 7% compared to the prior year.” Clark guided fiscal Q3 adjusted operating margin of 9.7% to 10.3%, saying the framework assumes “gross margin of approximately 41%” and a “sequential step-up in the adjusted ...

Earnings Call Insights: NOVAGOLD (NG) Q1 2026 Management View CEO Greg Lang said Donlin’s scale and economics remain the core equity driver, citing “about 40 million ounces of reserves and resources at 2.25 grams” and adding that Donlin’s “net present value of almost $24 billion at a 5% discount rate” at current gold prices “underscores the leverage and significant economic potential.” Lang emphasized operating profile and cost positioning: “It will average over 1 million ounces a year during its 30-year mine life and about 1.3 million ounces the first 10 years,” and “very low operating costs at less than $1,000 an ounce.” On permitting, Lang said: “We’ve completed the federal permitting process and we’re wrapping up the state permitting,” adding, “The only remaining permit in Alaska is for the dam safety certificates and the design packages have been submitted to the state.” On project execution readiness, Lang said, “We are starting to fill out the Donlin Gold feasibility team,” and confirmed “We’ve hired Fluor... to lead the bankable feasibility study,” with specialty firms including Worley, Hatch, and WSP. CFO Peter Adamek reported higher spending tied to the feasibility push: “NOVAGOLD reported a fiscal 2026 first quarter net loss of $15.4 million,” driven “primarily due to higher expenditures at Donlin Gold following the commencement of the bankable feasibility study related activities.” Adamek highlighted liquidity after financing: “Our treasury increased by $277.4 million to $392.5 million at the end of the first quarter,” and said the company intends to use proceeds for “expenditures associated with Donlin Gold activities, exercise of the company’s prepayment option on the Barrick promissory note and general corporate purposes.” Outlook Management reiterated the bankable feasibility study schedule and near-term communications cadence; Lang told an analyst, “from where we’re sitting today, I’d say, give or take a year, we will have it wrapped up,” and previo...

格隆汇4月2日｜据阿拉伯媒体事件报 (Al Hadath)：伊朗外交部表示，最高领袖身体“健康”，可能会“很快公开露面”。

Tom Miles, Morgan Stanley global co-head of M&A, comments on the current state of M&A activity amid elevated energy prices and the ongoing global uncertainty during an interview with Dani Burger on Bloomberg Television. (Source: Bloomberg)

Intel Corporation (INTC) launches Core Ultra 200HX Plus series mobile processors msn.com

Tomas Ragina Former U.S. Ambassador Puneet Talwar warned that the Trump administration faces a difficult path forward in the Iran conflict, with limited options for bringing the war to a successful conclusion. “The options are not very good for the president,” Talwar said in an interview with CNBC, as tensions continue over the closure of the Strait of Hormuz. His comments came as the president demanded the strategic waterway be reopened before any ceasefire would be considered. Talwar, who served as senior Iran adviser and assistant secretary of state for political-military affairs under President Obama and later as ambassador to Morocco under the Biden administration, expressed concern about the lack of reliable communication channels between Washington and Tehran. He noted that intermediaries are currently handling negotiations, which is “not ideal because messages can get garbled, things get lost in translation, and that can mean the difference between a ceasefire or escalation.” Talwar contrasted this with his experience during the Obama years when direct, face-to-face communication was employed. The former diplomat also highlighted divisions among Gulf State allies regarding how to resolve the conflict. Saudi Arabia and the United Arab Emirates want a “decisive close” to ensure their economies are never disrupted by Iran again, potentially including regime change. However, other regional players like Qatar and Oman, which has served as a mediator, favor a more diplomatic settlement. Talwar outlined three potential exit strategies available to the administration. The first involves military escalation to reopen the Strait of Hormuz and seize Iran’s highly enriched uranium stockpiles. The second path is diplomatic, though Talwar expressed skepticism about its viability because “Iran believes that it’s in a strong position because it has the world economy in a stranglehold." The third option, which the president has recently suggested, would essentially amount to...

Related Digital is finalizing $16 billion of financing for a giant Oracle Corp. data center, after months of stop-and-start negotiations with investors. The developer has been rounding up cash to build a Michigan campus that would allow Oracle to power applications for OpenAI. The financing follows other massive debt packages that banks assembled for Oracle data centers: a $38 billion debt deal to build facilities in Texas and Wisconsin, and $18 billion for a New Mexico site. The protracted process involving the project in Michigan’s Saline Township shows how Big Tech’s debt-fueled AI splurge is running into more intense scrutiny from Wall Street. Blackstone Inc. ’s equity investment will be less than anticipated at roughly $2 billion, according to people familiar with the matter. An additional $14 billion debt financing led by Bank of America Corp. , originally slated as a construction loan, is now expected to involve a bond issuance, some people said. The financing is set to close as soon as this month. The offering is another test of investor sentiment about Oracle’s AI spending and the complex arrangements that keep debt off its balance sheet. Oracle promises to lease the data center while the resulting payments backstop the debt that investors provide to an entity created to fund the construction. “We are proud of the rapid progress that’s been made both in financing and developing our data center,” Oracle said in a statement about the Michigan deal. Financing will be completed shortly, the project is on schedule, and the first steel columns have just been installed, Related Digital, a venture of New York-based property developer Related Cos. , said in a separate statement. Blackstone and Bank of America declined to comment. Fierce Pushback Early on, some investors questioned whether a campus with a planned power footprint bigger than a nuclear plant would survive legal challenges and fierce pushback from locals. Talks inside Blackstone over a potential investm...

Oracle Data Center Nears $16 Billion Financing After Twisty Path Bloomberg.com

(Bloomberg) -- Related Digital is finalizing $16 billion of financing for a giant Oracle Corp. data center, after months of stop-and-start negotiations with investors. The developer has been rounding up cash to build a Michigan campus that would allow Oracle to power applications for OpenAI. The financing follows other massive debt packages that banks assembled for Oracle data centers: a $38 billion debt deal to build facilities in Texas and Wisconsin, and $18 billion for a New Mexico site. The