AI partnerships drive momentum

加拿大總理卡尼，與印度總理莫迪宣布，啟動全新夥伴關係。 印度總理莫迪周一在新德里會晤到訪的卡尼，雙方表明很快敲定全面經濟夥伴關係。希望年底前達成鈾交易協議，之後加方會向印度提供核能發電的鈾燃料，並預計在2030年，雙邊貿易額將增至500億美元。 兩國官員又簽署諒解備忘錄，涉及關鍵礦產、能源及文化合作。 自2023年6月，溫哥華一名錫克教領袖遇害後，加拿大指責印度幕後策劃暗殺事件，兩國關係一度緊張。

Nadezhda1906/iStock via Getty Images The NEOS MLP & Energy Infrastructure High Income ETF ( MLPI ) has got all the basics right in terms of what makes a good income plan. The underlying portfolio delivers strong dividends of its own. The midstream operators space looks well-supported but does not offer a sharp rally potential in 2026 that could challenge the option layer - that is more good news than it sounds because option layers generally cap upsides in sharp rallies like we have seen in the space in 2024-25. The option layer is also well balanced, with aggressive close-to-the-money strikes but only partial notional coverage, balancing income with upside capture potential. Overall, this relatively new covered call vehicle could be one of the better alternatives within its option-based income peer set, especially at this stage of the midstream normalization cycle. Side Income from Dividends Since MLPI is an income vehicle, it is important to gauge how much of its payout is funded by the strong yield-heavy underlying portfolio. A strong income from underlying yields reduces the load on the option layer. That can enable less aggressive option positioning, allowing upside capture. MLPI is a concentrated portfolio with around 25-30 holdings and a top 10 accounting for around two-thirds of the portfolio. The top 7 names account for half the portfolio. This half of the portfolio, its core infrastructure backbone, yields about 1.8% in dividends. The companies broadly show lower payout volatility and are dividend growth-oriented (in their post-capex harvest phase). This sleeve of the portfolio anchors dividend stability. Top 10 Holdings - MLPI (MLPI ETF Holdings - Website) Dividend Yield Floor from top half of portfolio - MLPI (Seeking Alpha) The remaining half of the portfolio consists of traditional MLPs (EPD, ET, MPLX, PAA, WES, etc.), gathering and processing names, and smaller midstream operators. These names are the yield engine where holdings are broadly cash flow ...

How Micron Technology Inc. (MU) Affects Rotational Strategy Timing Stock Traders Daily

Stifel lifts target as memory pricing and margins exceed expectations.

在经受了一年的贸易、移民和其他冲击后，美国经济如今面临新的考验。总统唐纳德·特朗普决定对伊朗发起无限期打击，其宣称的目标是推翻这个中东国家长期执政的伊斯兰政府，此举可能会加剧不确定性。 随着反制袭击在该地区展开，且特朗普表示冲突至少可能持续数周，分析师们将焦点放在一系列难以估量的因素上。上周末，油价已从每桶70美元跃升至近80美元，通过战略石油通道霍尔木兹海峡的航运也开始减少。 尽管由于自身拥有石油和天然气产量，美国比许多盟友更能抵御能源冲击，但冲突对全球贸易、价格和投资的影响可能会反噬美国，破坏原本发展良好的今年经济增长的乐观前景。 世界大型企业联合会最近的一项调查显示，CEO们对美国经济和各自行业前景的信心有所提升，但近60%的人表示，地缘政治紧张局势极有可能成为一股破坏力量。世界银行在其最新的美国经济评估中，将前景描述为“强劲”，但这一评估现在必须在主要产油区发生不可预测冲突的动荡中经受考验，这场冲突将对全球航运、供应链和大宗商品价格产生影响。 摩根大通 经济学家约瑟夫·卢普顿在周末美国开始轰炸伊朗后撰写的一份报告中写道：“我们2026年展望的一个支柱是观察到的美国政策方面‘谨慎情绪的消退’。年初的数据表明，企业正在摆脱招聘和非科技资本支出方面的瘫痪状态，并开始部署其强劲的利润和资本。这种初现的复苏现在面临风险。在持续的美国‘贸易战’之上叠加一场军事战争，可能会重新引发对全球稳定的担忧。” 这种影响的程度，以及例如它是否会影响到美联储的货币政策，取决于冲突在多大程度上推高全球油价，以及随着时间推移，冲突是有加剧和扩大的风险，还是会在伊朗最高领袖 阿里 ·哈梅内伊因空袭丧生后演变成更内部的权力斗争。 2022年爆发的俄乌冲突曾带来类似的全球风险。美国央行最初对该冲突的反应是鸽派的，官员们缩减了当年春季大幅加息的计划。然而，美联储的担忧很快又转向通胀急剧上升，进而加速了加息。 SGH宏观咨询公司首席美国经济学家蒂姆·杜伊周一写道：“与伊朗的冲突是一个未知数，不过如果局势看起来可能从地区冲突演变为内部冲突，市场可能会迅速失去兴趣。” SGH总裁兼首席执行官萨桑·加赫拉马尼在另一份报告中指出了当前时刻的不确定性。他出生于德黑兰，其父在1979年伊斯兰革命前曾任伊朗外交官。他提到伊朗可能爆发内战，以及“德黑兰可能对（其他）平民中心采取‘焦土’策略以升级冲突……打击全球经...

Key PointsBlack Cypress added 115,858 shares of Floor & Decor; estimated trade size $7.51 million based on quarterly average price.

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Daktronics Inc. (Symbol: DAKT), where a total volume of 3,020 contracts has been traded thus far today, a contract volume which is representative of approximatel

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in International Business Machines Corp (Symbol: IBM), where a total volume of 37,253 contracts has been traded thus far today, a contract volume which is represent

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Anterix Inc (Symbol: ATEX), where a total of 3,029 contracts have traded so far, representing approximately 302,900 underlying shares. That amounts to about 56.2% of ATE

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in SoFi Technologies Inc (Symbol: SOFI), where a total of 306,785 contracts have traded so far, representing approximately 30.7 million underlying shares. That amounts to a

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in AeroVironment, Inc. (Symbol: AVAV), where a total of 39,145 contracts have traded so far, representing approximately 3.9 million underlying shares. That amounts to about

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Materion Corp (Symbol: MTRN), where a total of 1,686 contracts have traded so far, representing approximately 168,600 underlying shares. That amounts to about 77.8% of M

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Dave Inc (Symbol: DAVE), where a total of 3,609 contracts have traded so far, representing approximately 360,900 underlying shares. That amounts to about 68.3% of DAVE's

美国一家上诉法院当地时间3月2日将此前导致美国总统特朗普大规模关税被裁定无效的多起诉讼发回至美国国际贸易法院。而美国国际贸易法院有权裁决退还进口商缴纳的相关税款。进口商此前已请求国际贸易法院，一旦案件重新归其管辖，应命令特朗普政府立即着手制定退税程序。 (CCTV国际时讯)

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Jefferies Group Inc. (Symbol: JEF), where a total volume of 32,065 contracts has been traded thus far today, a contract volume which is representative of approxi

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Kratos Defense & Security Solutions, Inc. (Symbol: KTOS), where a total of 25,769 contracts have traded so far, representing approximately 2.6 million underlying shar

对伊朗的空袭进入第三天，而冲突开始波及整个中东地区并搅乱了能源市场。不过美国国防部长海格塞斯驳斥了这场战争会变成无底洞的说法。 海格塞斯周一对媒体表示，周六与以色列联手拉开帷幕的行动是一次“目标明确、具有毁灭性和决定性的任务”。美军参谋长联席会议主席、空军上将丹·凯恩在五角大楼举行的记者会上宣布已掌握“局部制空权”。 在大选期间曾明确反对美军卷入旷日持久海外战争的特朗普对CNN说，战事“比预期进度要稍微快一点”，称自己原本估计会持续四周。“我认为进展非常顺利，” 他还说，“更大的浪”还没有掀起来。 为报复美国和以色列发动的打击，损失了最高领袖哈梅内伊的伊朗持续向周边国家发射导弹。周末期间，以色列、沙特阿拉伯、卡塔尔和阿拉伯联合酋长国等多国都传出爆炸声。油价飙升幅度创出四年最高纪录，航空公司纷纷取消航班，全球一些最繁忙的机场陷入停运。 据知情人士透露，阿联酋和卡塔尔正私下游说盟友，希望一起劝说特朗普找到下台阶给局势降温，尽快结束对伊朗的军事行动。 美国方面证实三架战斗机因友军误击在科威特坠毁，而自开战以来阵亡美军上升至四人。以色列在遭到黎巴嫩南部真主党武装分子袭击后，将打击范围扩大到贝鲁特。 原油价格早盘一度突破每桶80美元，后来涨幅维持在约9%。交易员仍在评估战争对能源流动造的影响，目前途经至关重要的霍尔木兹海峡的油轮运输已几乎陷于停顿。 卡塔尔能源公司在遇袭后将全球最大的液化天然气出口设施停产，沙特阿拉伯最大的炼油厂在遭无人机袭击后也暂停运营。全球市场燃油价格飙升，各国股市则暴跌。 《大西洋月刊》报道称，特朗普周日呼吁伊朗军方将权力交给本国人民，并表示他已同意与德黑兰新领导层对话。伊朗最高国家安全委员会秘书 阿里 ·拉里贾尼则宣布德黑兰不会与美国谈判，以此回应他通过阿曼调解人主动接触美国官员的报道。 据法新社报道，拉里贾尼表示伊朗已做好打“持久战”的准备。 过去48小时内，特朗普做出了各种各样、有时甚至自相矛盾的表态，他的说法包括冲突可能在几天内结束，也可能持续四到五周的。他列举了一些目标，例如解放伊朗人民，阻止德黑兰政权拥有远程导弹和核武器等。他也曾说过，他可能会与这个伊斯兰共和国达成协议。 冲突升级影响到霍尔木兹海峡，市场对全球能源出口大国的运输可能中断之忧进一步加剧。为应对预期中的油价进一步上涨，OPEC+周日同意下月恢复石油增产。 3月2日，以色列空袭黎巴...

财联社3月3日讯（编辑 牛占林） 美国前财政部长、前美联储主席耶伦周一表示，伊朗冲突对石油市场的影响将持续多久，将决定其会对美国经济增长造成多大打击以及带来多大的通胀压力，这让美联储的决策变得更加棘手。 耶伦当天在加州长滩举行的一次视频会议上表示：“我认为，近期的伊朗局势使美联储更加倾向于按兵不动，相较于事件发生前，他们对降息的态度会更加谨慎。” 耶伦指出，目前美国通胀率仍比美联储2%的目标高出约一个百分点。她表示，特朗普推行的关税政策对当前3%的通胀率贡献了大约半个百分点。 在伊朗局势升级之前，美联储已基本认为劳动力市场疲软问题得到一定缓解，政策制定者正等待通胀进一步回落。 "但现在出现了伊朗冲击，油价大幅上涨——未来几天局势如何发展尚不可知。"耶伦表示，如果霍尔木兹海峡的关闭持续时间超过数日，油价可能维持高位或进一步攀升。 周一国际原油期货结算价大幅收涨超6%。WTI原油期货4月合约收涨6.28%，报71.23美元/桶；布伦特原油期货4月合约收涨6.68%，报77.74美元/桶。 油价上涨为近期一系列指标增添了新的变数，从历史来看，能源成本飙升往往预示着更广泛通胀的上升。 耶伦强调，在通胀尚未回落至2%的情况下，美联储必须警惕市场参与者产生一种认知：“他们可能会开始认为：通胀确实从高位降到了3%，但美联储似乎并不真正致力于把通胀压回2%。” 她表示，如果这种心理预期形成，市场将担忧通胀长期维持在更高水平，从而加剧政策权衡的难度。因此，美联储可能会更加倾向于维持利率不变。 尽管存在包括伊朗冲突在内的严峻风险，耶伦总结称：“总体而言，我认为美国经济目前相当健康，我对经济前景持较为乐观态度。” 此外，除能源市场之外，另有迹象显示通胀压力可能正在固化。美国1月份核心生产者价格指数(PPI)环比上涨0.8%，超出预期。 多数经济学家表示，油价上涨的影响难以估量，最终可能被证明是暂时的——以往中东冲突多属此类情形。 "鉴于冲突尚处初期，目前尚不清楚价格上涨在中期是否具有可持续性，"晨星公司能源与自然资源副董事总经理Ravikanth Rai表示，"难以判断该地区的油气供应是否会受到结构性影响。" 而市场已加大押注，认为美联储将在3月会议上维持利率不变，并可能延续至夏季，官员们也在权衡能源价格上涨与经济增长不均衡等相互冲突的因素。

Eoneren/E+ via Getty Images As we move into the third month of 2026 amidst tense geopolitical conditions, b elow is a list of the best performing 10 healthcare stocks with market capitalizations of $10B or more in the past one month. The list is ranked based on price performance. The list is topped by ImmunityBio ( IBRX ), with an impressive gain of 64.37%. DaVita ( DVA ) and Tenet Healthcare ( THC ) follow as the next highest-ranking stocks. Notably, DaVita ( DVA ) holds the strongest Quant Rating on the list at 4.80, earning a Strong Buy recommendation. The list also features strong performers like The Ensign Group ( ENSG ) and McKesson ( MCK ), which posted gains of 24.52% and 18.36% respectively. The rankings represent a variety of healthcare industries, including Biotechnology, Health Care Facilities, Health Care Services, Pharmaceuticals, and Health Care Equipment. Here is the list: ImmunityBio ( IBRX ), 1 month performance percentage: 64.37% DaVita ( DVA ), 1 month performance percentage: 48.00% Tenet Healthcare ( THC ), 1 month performance percentage: 26.56% The Ensign Group ( ENSG ), 1 month performance percentage: 24.52% McKesson ( MCK ), 1 month performance percentage: 18.36% Moderna ( MRNA ), 1 month performance percentage: 17.87% Quest Diagnostics Incorporated ( DGX ), 1 month performance percentage: 15.02% Merck & Co., Inc. ( MRK ), 1 month performance percentage: 14.73% Zimmer Biomet Holdings, Inc. ( ZBH ), 1 month performance percentage: 14.48% Encompass Health ( EHC ), 1 month performance percentage: 13.89% Health Care ETFs: ( XLV ), ( VHT ), ( IHI ), ( IXJ ), ( IYH ), ( FHLC ), and ( FXH ) More on healthcare stocks Sector Rotation: Healthcare XLV Should Be The Next Stop ImmunityBio: Disconnect Between Clinical Progress And Stock Performance VT: Still The Best Approach To Passive Investing Notable healthcare headlines for the week: Viatris, Novo Nordisk, and Gilead Sciences in focus Notable healthcare headlines for the week: J&J, Masimo and Bayer in...

Claude climbs to top of app store charts in US and UK after being blacklisted by Pentagon over ethics concerns The AI model Claude has surged in popularity after being blacklisted by the Pentagon last week over ethics concerns. Claude climbed to the No 1 spot on Apple’s chart of top free apps on Saturday in the US – dethroning OpenAI’s ChatGPT, just one day after the Pentagon tapped OpenAI to supply AI to classified military networks. The bot’s app climbed the iPhone app charts in the UK but did not beat out ChatGPT. Claude also raced up the Android charts in the US and UK, though ChatGPT reigned supreme, according to data from Sensor Tower . Continue reading...

Source: Bloomberg, 5:25

matdesign24/iStock via Getty Images Individual investors’ allocations to bonds increased while stock and cash allocations decreased in the February AAII Asset Allocation Survey. Stock and stock fund allocations decreased 0.8 percentage points to 69.4%. Stock and stock fund allocations are above their historical average of 61.5% for the 69th consecutive month. Bond and bond fund allocations increased 1.0 percentage points to 16.4%. Bond and bond fund allocations are above their historical average of 16.0% for the first time in five months. Cash allocations decreased 0.2 percentage points to 14.2%. Cash allocations are below their historical average of 22.5% for the 39th consecutive month. February AAII Asset Allocation Survey results: Stocks and Stock Funds: 69.4%, down 0.8 percentage points Bonds and Bond Funds: 16.4%, up 1.0 percentage points Cash: 14.2%, down 0.2 percentage points February AAII Asset Allocation Survey details: Stocks: 30.7%, up 1.6 percentage points Stock Funds: 38.7%, down 2.4 percentage points Bonds: 5.2%, up 0.6 percentage points Bond Funds: 11.2%, up 0.4 percentage points Historical averages: Stocks/Stock Funds: 61.5% Bonds/Bond Funds: 16.0% Cash: 22.5% The AAII Asset Allocation Survey has been conducted monthly since November 1987 and asks AAII members what percentage of their portfolios are allocated to stocks, stock funds, bonds, bond funds and cash. The survey and its results are available online at: AAII Member Surveys | AAII . If you want to become an effective manager of your own assets and achieve your financial goals, consider a risk-free 30-day Trial AAII Membership .

Ares Management Corp. closed an $850 million deal that allowed an asset that its private equity business bought in 2018 to be rolled into a new vehicle. Leonard Green & Partners was the lead investor in the fund, which holds systems integrator Convergint Technologies, while Goldman Sachs Group Inc. ’s alternatives business also contributed, according to an emailed statement. Read More: Leonard Green Leads $1 Billion Ares Continuation Fund Private equity businesses are increasingly turning to continuation funds to hold assets for longer amid a sluggish dealmaking environment, allowing them to return capital to investors and raise fresh cash. The market for secondaries has been on a tear amid a slowdown in deals and fundraising, hitting a record $240 billion of volume last year, according to a report from Jefferies Financial Group Inc. Ares said one of its private equity funds “made a substantial new investment in Convergint,” which installs and services security and safety systems. The firm’s funds “will continue to hold a shared control position” in the company alongside Leonard Green and Harvest Partners. Ares sold a stake in the business to Leonard Green and Harvest Partners in 2021.