Key PointsBerkshire Hathaway has a massive cash position.

Risk sentiment takes a hit as investors attempt to separate the AI winners and losers, and assess its impact on the broader economy.

格隆汇3月2日｜得益于美国作为全球最大产油国的地位，美伊冲突引发的燃料价格上涨得到了抑制，Tortoise Capital投资组合经理Rob Thummel在报告中如是说。“美国应当对本国能源行业心存感激。”他表示，随着美国每天为全球供应增加超过1300万桶原油，“在像这样重大的地缘政治事件中，石油和汽油价格的飙升幅度显著减小。”他补充道：“短期汽油价格可能会随油价波动。”西德克萨斯中质原油上涨8%，报每桶72.40美元。

Canadian Prime Minister Mark Carney agreed to a long-term uranium supply deal with India and revived stalled trade talks during his first visit as an elected leader to the country. The push comes as Ottawa looks to diversify beyond the US amid rising global tensions. (Source: Bloomberg)

Tarcisio Schnaider/iStock Editorial via Getty Images Two weeks or so ago, Norsk Hydro ( NHYDY ) published its full-year results. These results will now, as of this article, be included in my estimates and in my thesis for the company. As the title to this article implies, Norsk Hydro may have reached an inflection point wherein holding onto the company in light of its valuation may not be something you want to do. This is especially true for someone who has seen significant returns from such an investment and who has a significant (over 3%) position in the company. I am such an investor at this time, as I have pointed out in previous articles for the company. The last one of these articles can be found here . Hydro, alongside other aluminum producers, has had a very good year/years. The upswing we're seeing for the Norwegian-based company here is reflected in a general upswing in the aluminum and basic materials sector. I have covered some of it in companies such as Kaiser ( KALU ), but it also has correlations to the high valuation for companies such as general metal companies, such as Boliden as well. It's fair, therefore, to call it more of a "general trend" than anything else. I spend a lot of time researching commodity and metal cycles. I follow especially those metals that I personally invest in, such as aluminum. In 2025-2026, and going forward, the aluminum industry has entered a very interesting trend, leading to the question of when the company would be considered "too expensive." The tricky part about this is that it has to do with the overall outlook for aluminum. I foresaw this about 2-3 years ago, when there was a forecast/notion of a deficit in the event of some legacy smelters closing . While not all of that negative/bearish has happened, what has happened is that additional demand has been building, and supply constraints are higher than before. This is driving demand—and this is driving 2026E estimates for this company. Let's see what we have here....

格隆汇3月2日｜派拉蒙表示，合并后的派拉蒙-华纳公司在交易完成时将有约790亿美元的净债务。

Gold.com (GOLD) could be a solid choice for shorter-term investors looking to capitalize on the recent price trend in fundamentally sound stocks. It is one of the many stocks that passed through our shorter-term trading strategy-based screen.

If you are looking for stocks that have gained strong momentum recently but are still trading at reasonable prices, Encore Capital Group (ECPG) could be a great choice. It is one of the several stocks that passed through our 'Fast-Paced Momentum at a Bargain' screen.

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

Seanergy Maritime Holdings (SHIP) made it through our "Recent Price Strength" screen and could be a great choice for investors looking to make a profit from stocks that are currently on the move.

Allegiant Travel (ALGT) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.

If you are looking for stocks that are well positioned to maintain their recent uptrend, Suzano (SUZ) could be a great choice. It is one of the several stocks that passed through our "Recent Price Strength" screen.

Modern Warfare Sees First Drone Strike On A Commercial Data Center We told readers one month ago that, while trillions of dollars are being allocated to the global data center buildout, virtually every Wall Street analyst remains fixated on financing, chip stacks, power, land, water, and other obvious mainstream inputs. However, we identified one overlooked emerging threat they missed: the risk of kamikaze drone attacks. By Sunday morning, that risk was realized, as our note pointed out that Amazon's cloud unit, AWS, experienced degraded service in the United Arab Emirates due to a " localized power issue ." Now, a Reuters report provides more color on what exactly happened after an AWS data center in the UAE had to shut down operations, in what appears to be the first known instance of a commercial data center being physically targeted in a conflict . Reuters reports that an object struck an AWS data center in the UAE, causing a fire and shutting it down. Assuming this was an Iranian drone strike, it is the first time a commercial data center was physically targeted in a conflict. It won’t be the last. https://t.co/4b7DHklwoU — Chris McGuire (@ChrisRMcGuire) March 1, 2026 UAE Data Center Map The first commercial data center to be damaged on the modern battlefield is certainly not going to be the last, as the Ukraine war has created a period of rapid weapon development over the last four years, as well as in other conflict areas around the world, with the proliferation of FPVs and cheap drones with warheads and AI kill chains. This threat was outlined in our note titled "Explosion In AI Data Center Buildouts Will Demand Next-Gen Counter-Drone Security," as we recognized that the rapid development in this war technology has effectively accelerated war tech from the 2030s to today ( read here ). There were absolutely no Wall Street analysts we read on a daily basis discussing this emerging drone threat to data centers as the great buildout unfolded. Analysts were too ...

CC prices $700M of 7.875% senior notes due 2034, upsizing the deal to refinance 2027 and 2028 debt and reshape its debt profile.

watch now VIDEO 7:45 07:45 'Big Short' investor Steve Eisman: The Iranian regime is a death cult Squawk Box Steve Eisman of "The Big Short" fame said investors should ignore the U.S.-Iran war as it could be a long-term positive for markets. In fact, when the investor was asked Monday by CNBC's Joe Kernen on "Squawk Box" whether he would change anything because of the conflict, he responded with, "Not a single trade." "I think long term, this is very, very positive," Eisman said. "People react because of what's happening, oil prices are obviously up. But if it goes well, two months from now, prices will be back to where they were." The stock market was in turmoil Monday after the U.S. in a joint attack with Israel attacked Iran over the weekend and killed the country's Supreme Leader Ayatollah Ali Khamenei, a strike that triggered retaliatory attacks from Tehran. Historically, geopolitical conflicts have little lasting effect on stocks . In data going back to 1980, the S&P 500 on average is unchanged the day after such an event, according to Barclays' trading desk. Studies show stocks tend to recover within a month after the start of a conflict. But sharply higher oil prices, and the potential for the conflict to spread across the region, could pressure the stock market for longer this time. Stocks were already close to record highs ahead of the conflict, but the pace of the bull market had begun to slow on concerns about AI's overall impact on the economy. In expressing his own views on the conflict, "The Real Eisman Playbook" podcast host and former Neuberger Berman money manager said he's supportive of Trump's actions against a regime he called a "death cult." However, he also acknowledged the conflict may take longer than expected. "This is going to take time," he said.

How Low Can Micron Stock Go? Forbes Micron: Cyclical Growth Selling At The Price Of Structural Growth (NASDAQ:MU) Seeking Alpha Micron Stock (MU) Wins a New ‘Street-High’ Price Target Ahead of Earnings TipRanks

People in Iran tell the BBC they hear explosions day and night, as the US and Israel continue striking the country for a third day.

财联社3月2日讯（记者 胡皓琼） “我们这边中东航线已经暂停报价了，欧洲航线与前几天相比略有上涨。”一名海运货代人士告诉财联社记者。 受中东局势动荡影响，航运市场“乱了”。霍尔木兹海峡遭“封喉”，油运市场风险溢价推高；集运市场方面亦受影响，中东航线部分停摆，部分航司抬升运价；有货代称，欧地线乃至非洲航线运价预计将上涨。或受此影响，截至今日收盘，集运欧线期货（EC）涨停。 “地缘风险抬升带动中东航线运价上行，后续出货节奏仍需关注冲突进展。”中信期货首席分析师武嘉璐对财联社记者表示。 数字化国际物流服务商运去哪物流科技集团有限公司（简称“运去哪”）方面向财联社记者透露，中东航线多数船公司选择暂停接货，仍有一些船公司继续接货，但宣布大幅涨价或征收高额附加费，运价飙升至6000美元/FEU左右。这将显著增加物流成本，导致货主目前对是否出货持观望态度。即便出货，也需承担相应的高风险。“此外，还有部分船公司尚未表态，持观望态度。仍需关注风险是否进一步升级。” 目前针对中东航线，各大班轮公司纷纷采取措施，其中，MSC地中海航运公告称，暂停全球货物到中东的预订直至另行通知。赫伯罗特宣布，暂停通过霍尔木兹海峡直至进一步通知。 中远海控（601919.SH）旗下中远海运集运发布业务公告表示：已进入波斯湾内的船舶，在安全的前提下，完成原定港口靠泊和作业后，在安全水域滞航或锚泊；前往波斯湾方向的船舶，我们已通知相关船舶注意航行安全，采取或减速航行，或前往安全水域，或指定庇护锚地等待进一步通知。 达飞轮船宣布，自3月2日起直至另行通知，征收中东紧急冲突附加费（ECS），其中，40英尺干箱每箱3000美元。 至于霍尔木兹海峡封锁导致的中东航线短期停摆，运去哪方面判断，目前中东国家都处于斋月中，下半月开斋后将迎来补货高峰，预计中东航运市场停摆可能不会持续太久。 财联社记者从迪拜港务集团（DP World）获悉，受中东局势影响3月1日宣布暂停运营的迪拜杰贝阿里港，现已恢复运营。 欧洲航线方面，运去哪方面认为，春节市场运力有所缩减，供需存在短期失衡，随着3月第二周欧地线运力恢复，该航线市场舱位供给将会趋于平稳。 武嘉璐认为，3月份该航线运力逐步恢复，叠加周日MSC地中海航运宣布3月下半月欧线运价至3200美元/FEU，兑现度或较上半月有抬升。“如果市场继续受到中东局势的持续扰动，其他航线运价中枢将止...

Shares in Lumentum Holdings and Coherent Corp rose 8% and 6.5% respectively in premarket trading after Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) said it would invest $2 billion in each company to support research, development and manufacturing in the United States. Nvidia confirmed on Monday that...

Alistair Berg Stock index futures fell sharply before the opening bell as geopolitical uncertainty escalated following U.S. and Israeli strikes on Iran. Here are the 4 stocks to watch on the day: AES Corp. ( AES ) dropped 16.4% in premarket trade after the company announced Monday it agreed to be acquired by a consortium led by BlackRock’s Global Infrastructure Partners and EQT Infrastructure. The deal values AES at $15 per share in cash, representing a total equity value of $10.7 billion and an enterprise value of approximately $33.4 billion, including debt. The consortium also includes the California Public Employees Retirement System and Qatar Investment Authority as co-underwriters. BXP ( BXP ) slipped 0.57% before the opening bell after the company reported progress on its multi-year business plan to optimize its premier workplace positioning and deleverage. The Boston-based real estate firm completed over 1.8 million square feet of leasing in Q4 with a weighted average lease term of 10.1 years. Occupancy increased 70 basis points to 86.7% during the quarter, with leasing volume representing approximately 114% of its historical Q4 average. Amazon ( AMZN ) fell 2.10% in premarket trade following its announcement at MWC26 to increase total investment in Spain to €33.7 billion ($39.8 billion) to expand data centers and continue its artificial intelligence push in the country. The company is adding €17 billion to its existing €15.7 billion investment to support the Amazon Web Services Europe (Spain) Region in Aragón. The investment is expected to support the equivalent of roughly 29,900 full-time jobs in local businesses, including 6,700 direct roles from Amazon. Joby Aviation ( JOBY ) declined 4% before the opening bell despite positive commentary from Morgan Stanley on the company’s new partnership with Uber Technologies. The Uber Air service integration allows users to book Joby eVTOL flights directly from the Uber app. Analyst Adam Jonas noted the integration i...

Alistair Berg Stock index futures fell sharply before the opening bell as geopolitical uncertainty escalated following U.S. and Israeli strikes on Iran. Here are the 4 stocks to watch on the day: AES Corp. ( AES ) dropped 16.4% in premarket trade after the company announced Monday it agreed to be acquired by a consortium led by BlackRock’s Global Infrastructure Partners and EQT Infrastructure. The deal values AES at $15 per share in cash, representing a total equity value of $10.7 billion and an enterprise value of approximately $33.4 billion, including debt. The consortium also includes the California Public Employees Retirement System and Qatar Investment Authority as co-underwriters. BXP ( BXP ) slipped 0.57% before the opening bell after the company reported progress on its multi-year business plan to optimize its premier workplace positioning and deleverage. The Boston-based real estate firm completed over 1.8 million square feet of leasing in Q4 with a weighted average lease term of 10.1 years. Occupancy increased 70 basis points to 86.7% during the quarter, with leasing volume representing approximately 114% of its historical Q4 average. Amazon ( AMZN ) fell 2.10% in premarket trade following its announcement at MWC26 to increase total investment in Spain to €33.7 billion ($39.8 billion) to expand data centers and continue its artificial intelligence push in the country. The company is adding €17 billion to its existing €15.7 billion investment to support the Amazon Web Services Europe (Spain) Region in Aragón. The investment is expected to support the equivalent of roughly 29,900 full-time jobs in local businesses, including 6,700 direct roles from Amazon. Joby Aviation ( JOBY ) declined 4% before the opening bell despite positive commentary from Morgan Stanley on the company’s new partnership with Uber Technologies. The Uber Air service integration allows users to book Joby eVTOL flights directly from the Uber app. Analyst Adam Jonas noted the integration i...

Scott Nelson/Getty Images News The United States launched a broad assault on Iranian targets Saturday, deploying a mix of long-range cruise missiles, advanced fighter aircraft and, for the first time in combat, inexpensive one-way attack drones patterned after Iranian models. U.S. Central Command (CENTCOM) commenced Operation Epic Fury, Feb. 28 (U.S. Central Command) U.S. Central Command released images of Tomahawk missiles along with F/A-18 and F-35 fighter jets, detailing the operation, dubbed “Operation Epic Fury,” which targeted Iranian military assets. Artificial intelligence The Pentagon incorporated artificial intelligence technology from Anthropic, including its Claude platform, during the operation, Reuters reported, citing a person familiar with the matter. It wasn’t immediately clear how the AI tools were used. The disclosure comes shortly after the U.S. government designated Anthropic a supply chain risk, signaling potential national security concerns. President Donald Trump on Friday directed federal agencies to halt work with the startup. Anthropic’s systems have previously been adopted across U.S. intelligence and defense agencies. The company was among the first AI developers to handle classified information under a cloud-based arrangement with Amazon ( AMZN ). Bombers As part of the escalation, the Pentagon dispatched B-2 stealth bombers from the United States to strike fortified, underground Iranian missile facilities using 2,000-pound bombs. The B-2 Spirit, built by Northrop Grumman ( NOC ) at a cost of roughly $2 billion per aircraft, is designed to evade radar and penetrate heavily defended airspace. With a wingspan of 172 feet, the bomber can travel about 6,000 nautical miles without refueling, though most missions involve multiple aerial refuelings. The aircraft previously carried out strikes on Iranian nuclear infrastructure last June. Drones CENTCOM said it deployed one-way attack drones resembling the LUCAS system, or Low-Cost Unmanned Comb...

格隆汇3月2日｜欧元区货币市场交易员几乎已排除欧洲央行在2026年降息的可能性。

AMD Ryzen AI 400 Desktop Processors Launched with Strix Point Architecture for AM5 Socket Systems Technetbook

On February 17, 2026, Ananym Capital Management disclosed the sale of 217,684 shares of Sotera Health (NASDAQ:SHC) , with an estimated transaction value of $3.60 million based on quarterly average pricing. According to an SEC filing dated February 17, 2026, Ananym Capital Management reduced its position in Sotera Health by 217,684 shares. The estimated value of the sale, based on the filing quarter’s average price, was $3.60 million. The fund’s quarter-end position in the company shifted by $1.15 million, a figure that includes both trading activity and changes in Sotera Health’s share price during the period. Sotera Health is a leading provider of sterilization and laboratory testing solutions, supporting critical sectors such as healthcare and pharmaceuticals. The company leverages its scale and technical expertise to serve companies requiring reliable sterilization and compliance services worldwide. Continue reading

In recent trading, shares of Middleby Corp (Symbol: MIDD) have crossed above the average analyst 12-month target price of $168.38, changing hands for $168.85/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valu

In recent trading, shares of RXO Inc (Symbol: RXO) have crossed above the average analyst 12-month target price of $15.88, changing hands for $15.96/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or

In recent trading, shares of China Yuchai International Ltd. (Symbol: CYD) have crossed above the average analyst 12-month target price of $48.67, changing hands for $50.28/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: do

In recent trading, shares of NetSTREIT Corp (Symbol: NTST) have crossed above the average analyst 12-month target price of $20.75, changing hands for $20.77/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valua

In recent trading, shares of MarketAxess Holdings Inc. (Symbol: MKTX) have crossed above the average analyst 12-month target price of $190.00, changing hands for $192.00/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downg