Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Bailey Lipschultz, Katie Greifeld, Carol Massar and Tim Stenovec. (Source: Bloomberg)

格隆汇4月2日｜市场消息：澳大利亚将考虑使用国内天然气安全机制。预计在5月中旬做出决定。

Source: Bloomberg, 5:59

格隆汇4月2日｜澳大利亚资源部长：考虑到2026年第三季度东海岸可能出现天然气短缺，正在研究保障能源供应的措施。

TULSA, Okla., April 01, 2026 (GLOBE NEWSWIRE) -- ONEOK, Inc. (NYSE: OKE) will release first-quarter 2026 earnings after the market closes on April 28, 2026. Members of ONEOK’s management team will participate in a conference call the following day.

sankai/iStock via Getty Images After years of playing second fiddle to mega-cap technology stocks, small-cap equities have staged a decisive breakout. The Russell 2000 Index* ( RTY ) surged 5.4% in January 2026, roughly quadrupling the S&P 500* Index’s ( SP500 ) 1.4% gain over the same period. 1 That January rally included a historic 14-session winning streak for the small-cap benchmark, the longest in nearly 30 years. Market observers have dubbed the shift the “Great Rotation,” and a growing body of evidence suggests it has further room to run. For income-focused investors, the question is not whether to pay attention to small caps. The question is how to access this opportunity while still generating meaningful yield. The InfraCap Small Cap Income ETF ( SCAP ) offers one answer. Figure 1: Russell 2000 index vs. S&P 500 index cumulative returns, January–February 2026. Small caps have meaningfully outpaced large caps year to date. *The Russell 2000 Index is a small-cap U.S. stock market index that is made up of the smallest 2,000 stocks in the Russell 3000 Index. The S&P 500 (Standard & Poor’s 500) is a stock market index tracking the performance of roughly 500 leading U.S. publicly traded companies, representing about 80% of the total market capitalization. Why Small Caps, Why Now The fundamental case for small-cap stocks rests on three pillars: valuation, monetary policy, and earnings momentum. On valuation alone, small caps trade at nearly a 31% discount to large caps on a forward price-to-earnings basis. 2 That gap represents one of the widest valuation spreads in recent memory and has drawn comparisons to the early 2000s, when small-cap value dramatically outperformed following the dot-com bust. Figure 2: Forward P/E comparison shows small caps trading at a significant discount to large caps, suggesting relative value. The forward P/E ratio is a valuation metric that divides a company’s current stock price by its estimated future earnings per share (typically f...

【有線新聞】美國總統特朗普稱接近完成伊朗戰事的核心戰略目標，預告未來兩至三周將發動更猛烈攻勢，同時亦會持續談判。伊朗總統佩澤希齊揚質疑美國被以色列操控。 伊朗戰事開打一個多月，美國總統特朗普在約20分鐘全國講話提到伊朗不再構成威脅，美軍接近完成核心戰略目標，未來兩至三周將發動更猛烈攻擊，令伊朗倒退回石器時代。但同時亦會繼續談判，假如進展不理想，不排除會攻擊能源和石油基建。 特朗普：「他們的海軍、空軍不再存在，導彈幾乎耗盡或被摧毀，這些行動將削弱伊朗軍力，粉碎支持恐怖主義代理人及製造核彈的能力。我們的武裝部隊非常出色，軍事上從未如此成功。」 他稱不能信任伊朗任由其擁有核武，今次軍事行動要確保中東盟友免受伊朗傷害。特朗普：「我們完全獨立於中東，但仍會提供協助。我們不必在那裡，不需要他們的石油、不需要他們擁有的任何東西、我們在那裡只是協助盟友。」 他指大部分缺乏燃料的國家拒絕協助開通霍爾木茲海峽，呼籲她們鼓起勇氣、把握機會奪回海峽控制權或向美國購買石油，又指戰事結束後航道自然會開通。 特朗普希望民眾保持耐性，形容這場戰爭是對美國人未來的投資，但未有明確指出何時停戰。 伊朗總統佩澤希齊揚向美國人民發公開信，聲稱伊朗對美國、歐洲或鄰國的人民不存敵意，從未選擇侵略、擴張或發動戰爭，德黑蘭的行動是「合法自衛」。 他認為這場戰事不符合美國人利益，質疑特朗普政府是否奉行美國優先抑或只是充當以色列的代理人，被以色列政權操控。

James O'Neil/DigitalVision via Getty Images "We all navigate different rivers in life. Sometimes those rivers cross, then separate again, until they meet once more." GSP Introduction In The Contrarian, we have a long history with RH ( RH ), including my October 14th, 2016 purchases, the more recent FAM DCA purchases, various member articles over the years, including, one of my favorites published on November 22nd, 2021, titled, " Brainstorming Session 11/22/2021: Building Your Conviction & Finding The Compounders Of Capital Opportunities ". This particular article expounds on my proclamation that conviction must be earned, not borrowed, because when times get tough, and paradoxically opportunities arise, borrowed conviction will not hold up to the increased pressure and scrutiny. Additionally, the aforementioned article hammers in the point that some of the market's most successful stocks have executed significant stock buybacks at accretive prices over the years. Circling back, the current time frame is one where conviction is being tested, as RH shares are down roughly 18% in premarket trading, after already being down 21.9% year-to-date through yesterday, March 31st, 2026's closing price. Last night, I highlighted the brutal reaction to RH's 4th quarter earnings, even though RH relatively outperformed peers like Williams Sonoma ( WSM ), and Arhaus ( ARHS ) during the quarter. In fact, Gary Friedman said in the company's earnings conference call that, "In 2025, RH achieved revenue growth of 8% and 2-year growth of 15%, far outpacing our furniture industry peers by 8 to 30 points." The market didn't care about this relative outperformance though, instead focusing on the fact that RH missed guidance, and reduced guidance, not a surprise in my opinion, given that housing sale s in the U.S. are at 2009 levels. And, for all its expansion in its drive to be America's first borne luxury brand, RH, at its core, still sells a lot furniture, and these transactions tend to b...

Investors weathered the worst month for the S & P 500 since March 2025 as the Iran war, rising oil prices, artificial intelligence disruption fears and sticky inflation all weighed on market sentiment. For many high and ultra-high net worth investors, the volatility has been an opportunity to buy dips, rebalance investments and look for individual beneficiaries of the geopolitical tension, oil shock and shifting view of the U.S. economy. Keeping calm and keeping cash Cash is king for R360, a group for ultra-high net worth investors with more than $100 million in assets. Members are currently holding up to 30% in cash and short-duration debt, according to R360 founding partner Barbara Goodstein. "The big opportunities might be on the horizon and our members have a lot of liquidity in case that opportunity presents itself," said Goodstein, who emphasized group members have not been selling. "This is a group that invests for the long term. These are not people who are pulling money out. This is generational wealth, so they are not worried about short term flips in the market." Jason Katz of UBS, who focuses on high net worth clients — especially in sports and entertainment — is seeing a similar trend. "They are looking for the sign. There is signal and there is noise and it's hard to discern between the two," said Katz. "They don't mind holding cash because the odds of the Fed cutting and those money market rates going lower have diminished in the face of all this. So keeping some money in cash earning 3% and change is not the worst place to be hiding." Christopher Keller, managing director, national private bank at Fifth Third Bank, sees a similar trend where high net worth investors are seeing opportunities in the Treasury market. "With the 10-year Treasury up to 4.3% there has been interest in clients to buy some intermediate fixed income," said Keller. "It's more in the 3-5, 3-6 (year Treasury) area ... it's not overly bullish, we just have had this move up in rate...

Smart Sand (NASDAQ:SND) Chief Financial Officer Lee Beckelman said the company’s business is centered on mining, producing, transporting, and selling Northern White frac sand, with the bulk of volumes tied to oil and gas producers. Speaking in a fireside chat moderated by Lytham Partners Managing Pa

金融公司LSEG的初步数据显示，3月份美国液化天然气出口量创下历史新高，原因是工厂的运行超过了铭牌产能，而且新装置也开始投产。 中东地区持续不断的冲突扰乱了能源市场，导致全球近20%的液化天然气供应中断，迫使依赖通过霍尔木兹海峡运输货物的客户不得不寻找替代品，在此背景下，运往亚洲的出货量比上月增加了一倍多。 数据显示，3月份的出口量从2月份的994万吨攀升至1170万吨，并超过了此前12月份创下的1150万吨的月度纪录。 卡塔尔能源在上个月伊朗罢工损坏其设施后，该公司停止了液化天然气生产。该公司表示，此次停产可能导致每年1200多万吨的供应量减少，持续时间长达五年。 美国是世界上最大的液化天然气出口国 美国是世界上最大的液化天然气出口国，其商业模式依赖于目的地灵活的货物，买家——许多拥有长期合同和锁定供应的客户——可以将货物转运到任何市场。然而，大多数生产商并没有太多的闲置产能可以利用。 “我们正在想尽一切办法。我们正在认真研究我们的维护计划，但归根结底，我们必须保证安全和可靠。我们不想牺牲任何东西来换取最后一滴液化天然气，”美国最大的液化天然气出口商切尼尔能源公司首席执行官杰克·弗斯科上个月说。 然而，一些新的美国产能确实开始增加，卡塔尔能源公司和 埃克森美孚 公司的GoldenPass液化天然气项目的第一条生产线（年产量600万吨）开始投产，切尼尔能源公司的科珀斯克里斯蒂中型扩建项目的第5条生产线（年产量150万吨）也开始投产。这些新增产量意味着3月份的记录可能很快会再次被超越。 欧洲仍是最大买家 亚洲较高的价格有助于将更多的美国液化天然气引入该地区。3月份，亚洲现货液化天然气的平均价格为每百万英热单位21.65美元，而荷兰基准TTF的价格为每百万英热单位16.17美元。LSEG的船舶跟踪数据显示，3月份美国运往亚洲的液化天然气增至199万吨，是2月份97万吨的两倍多。 上个月，欧洲仍然是美国液化天然气的最大买家，购买了749万吨，约占3月份出口总量的64%。这一数字略低于2月份的766万吨。 LSEG的数据显示，3月份离港的100多万吨美国液化天然气目前正在苏伊士运河入口附近等待订单或闲置。有11艘载有88万吨液化天然气的船只在海上等待目的地，另有4艘载有28万吨液化天然气的运输船停泊在运河入口处。 埃及继续购买大量货物，3月份接收了62万吨。数据显示，南非和...

The SpaceX IPO is poised to break records in more ways than one.

Key PointsThe SpaceX IPO could gain entry into the Nasdaq-100 index in record time.

格隆汇4月2日｜阿联酋方面表示，该国所接纳的伊朗社群受到尊重和珍视。阿联酋重申其对伊朗社群的包容与接纳，该社群是阿联酋多元社会结构中不可或缺的一部分。

Justin Sullivan/Getty Images News Chevron ( CVX ) confirmed Thursday it entered into an exclusivity agreement with Microsoft ( MSFT ) and investment fund Engine No. 1 for the negotiation of a proposed power generation and electricity offtake arrangement, although no commercial terms have been finalized, and no definitive agreement has been reached so far. Bloomberg had reported Microsoft's ( MSFT ) involvement in a proposed natural gas-fired power plant in West Texas with a projected cost of ~$7B that would initially generate 2,500 MW of electricity to power ​a large ⁠data center campus. Microsoft ( MSFT ) is aggressively building data centers as it battles for supremacy in artificial intelligence, increasing its AI capacity by 80% last year and planning to double its data center footprint over the next two years, and access to reliable baseload power is a key challenge—one that the Chevron ( CVX ) and Engine No. 1 partnership expects to address given its extensive natural gas production in West Texas and contracts for large turbines. "While we are in exclusive negotiations, and subject to the execution of definitive agreements and certain conditions being satisfactorily met, the parties do not intend to comment further," Chevron ( CVX ) said in a statement. More on Chevron Chevron: $130-$140 Oil Is Realistic, And That's Not Good Chevron: Avoid Market Top Bargains Chevron: Trades Near $190 As Energy Sentiment Improves

北京时间4月2日凌晨，美股周三收高，科技股领涨，纳指上涨250点。美国总统特朗普称伊朗总统已向美国请求停火，但遭到伊朗当局的驳斥。随着市场越来越期待美以对伊战争即将结束，油价在4月首个交易日下跌。 道指涨224.35点，涨幅为0.48%，报46565.86点；纳指涨250.32点，涨幅为1.16%，报21840.95点；标普500指数涨46.84点，涨幅为0.72%，报6575.36点。 英特尔 收盘大涨8.8%，此前这家芯片制造商同意以142亿美元回购阿波罗在其爱尔兰Fab 34合资企业中所持的49%股份。 在经历了3月份的大幅抛售之后，市场出现广泛上涨，不过部分分析师表示，围绕油价和地缘政治风险的持续不确定性可能会限制进一步上涨空间。 周三美股开盘前，美国总统特朗普在Truth Social上发帖称，伊朗“新政权总统”已向美国提出停火请求。 特朗普继续补充说，美国只有在霍尔木兹海峡“开放、自由、畅通”后才会考虑伊朗提出的停火请求，他写道：“在那之前，我们将把伊朗炸得片甲不留，或者像他们所说的那样，炸回石器时代！！！” 一天前，特朗普周二晚间在白宫对记者表示，他预计美国军队将在“两到三周内”离开伊朗。 不过众所周知的是，伊朗近期虽然更换了最高领袖，但并未产生新总统，也没有成立新政权，所以媒体和投资者并不清楚特朗普所说的伊朗“新政权总统”是何许人。 分析指出，特朗普的帖子更像是一场精心策划的政治表演，旨在通过制造信息来影响舆论，而非传递一个客观事实。 作为回应，伊朗外交部发言人伊斯梅尔·巴卡伊周三迅速驳斥称，有关德黑兰方面寻求停火的特朗普相关言论虚假且毫无事实依据。 特朗普发言后，油价有所回落。周三美国原油期货收于每桶100.12美元，下跌1.26美元，跌幅1.24%。 对战争可能结束的乐观情绪推动股市在3月最后一个交易日周二大幅上涨。 周二当天，有未经证实的报道称，伊朗总统马苏德-佩泽希齐扬愿意在有保障的情况下结束战争。他本月早些时候也曾发表类似言论，在X平台上发帖称，“结束这场战争的唯一途径……是承认伊朗的合法权利、支付赔款以及获得防止未来侵略的坚定国际保障”。 但并非所有投资者都相信这轮涨势能够持续。 大都会资本顾问公司联合创始人兼首席执行官凯伦-芬纳曼指出，油价仍处于高位，或许暗示不确定性依然存在。5月交割的布伦特原油期货周二收于每桶118.35美元，上涨约...

(RTTNews) - Stocks moved mostly higher during trading on Wednesday, adding to the substantial gains posted in the previous session. The major averages all moved to the upside, with the tech-heavy Nasdaq posting a standout gain.

US equity indexes ended higher on Wednesday after crude oil prices dropped amid expectations that th

champc/iStock via Getty Images The iShares Expanded Tech-Software Sector ETF ( IGV ) cratered more than 24% in Q1 2026, its worst quarterly plunge since Q4 2008, erasing gains and dragging software names into bear territory amid AI disruption fears and growth slowdowns, FactSet data shows. Below is a list of the top 10 holdings of the iShares Expanded Tech-Software Sector ETF ( IGV ) ranked according to their Seeking Alpha Quant Ratings. The list highlights stocks within the technology and software sectors based on their quantitative performance metrics. Microsoft Corporation ( MSFT ) leads the list with the highest Quant Rating of 3.47 among the group. Palantir Technologies ( PLTR ) and Oracle Corporation ( ORCL ) follow closely behind with ratings of 3.42 and 3.39, respectively. All top holdings currently carry “Hold” ratings according to the Quant system, with scores ranging from 3.47 at the top down to 2.79 at the bottom of the list. This indicates a neutral outlook across the leading software sector holdings. Seeking Alpha’s Quant Rating system grades stocks based on their relative performance on critical quantitative measures, including valuation, growth, stock momentum, and profitability. Ratings are given on a scale from 1 to 5, with any rating of 3.5 or above considered bullish and any rating of 2.5 or below considered bearish. Here is the list: Microsoft Corporation ( MSFT ), Quant Rating: 3.47 Palantir Technologies Inc. ( PLTR ), Quant Rating: 3.42 Oracle Corporation ( ORCL ), Quant Rating: 3.39 AppLovin Corporation ( APP ), Quant Rating: 3.26 ServiceNow, Inc. ( NOW ), Quant Rating: 3.19 Salesforce, Inc. ( CRM ), Quant Rating: 3.12 CrowdStrike Holdings, Inc. ( CRWD ), Quant Rating: 3.06 Adobe Inc. ( ADBE ), Quant Rating: 3.06 Intuit Inc. ( INTU ), Quant Rating: 2.80 Palo Alto Networks, Inc. ( PANW ), Quant Rating: 2.79 Tech ETFs: ( VGT ), ( XLK ), ( IYW ), ( FTEC ), ( IXN ), and ( RSPT ) More on technology stocks IGV: We Could See A Near-Term Capitulation...

The daily pill called Foundayo got a fast track through the Food and Drug Administration. It will compete with the pill form of Wegovy as an alternative to obesity drugs given by injection.

Penguin Solutions press release ( PENG ): Q2 Non-GAAP EPS of $0.52 beats by $0.10 . Revenue of $343M (-6.2% Y/Y) beats by $4M . As of April 1, 2026, Penguin Solutions is providing the following financial outlook for fiscal year 2026: Updated Outlook GAAP Outlook Adjustments Non-GAAP Outlook Net sales 12% YoY Growth +/-5% — 12% YoY Growth +/-5% Gross margin 26% +/- 0.5% 2% ( A ) 28% +/- 0.5% Operating expenses $310 million +/- $5 million ($60) million ( B )( C ) $250 million +/- $5 million Diluted earnings per share $1.30 +/- $0.15 $0.85 ( A )( B )( C )( D )( E )( F ) $2.15 +/- $0.15 Diluted shares 53 million — 53 million Click to enlarge More on Penguin Solutions Penguin Solution: Very Solid Growth Outlook That Should Drive Valuation Up Eventually I'm Staying Bullish On Penguin Solutions Despite The Recent Sell-Off Penguin Solutions, Inc. (PENG) Q1 2026 Earnings Call Transcript Penguin Solutions divests remaining interest in Brazil memory module business Penguin Solutions Q2 2026 Earnings Preview

Celldex Therapeutics ( CLDX ) announced on Wednesday that it has commenced an underwritten public offering for the sale of shares of its common stock. In addition, Celldex expects to grant the underwriters a 30-day option to purchase up to an additional 15% of the shares of its common stock offered in the offering. Celldex currently intends to use the net proceeds of this offering, together with its existing cash, cash equivalents, and marketable securities, to fund ongoing commercial readiness activities and the commercial launch of barzolvolimab, if approved, for the treatment of CSU in the United States. The proceeds will be used to continue the clinical and preclinical development of our product candidates, including current and future development of barzolvolimab, as well as to grow our bispecific antibody platform and clinical candidates and to fund ongoing efforts to develop additional clinical pipeline product candidates and for general corporate purposes. CLDX -0.127% after hours to $31.28. Source: Press Release More on Celldex Celldex Therapeutics, Inc. (CLDX) Presents at Leerink Global Healthcare Conference 2026 Transcript Celldex Therapeutics, Inc. (CLDX) Presents at TD Cowen 46th Annual Health Care Conference Transcript Celldex surges after completing enrollments in late-stage trials for lead asset Seeking Alpha’s Quant Rating on Celldex Historical earnings data for Celldex

格隆汇4月2日｜道琼斯指数4月1日（周三）收盘上涨224.35点，涨幅0.48%，报46565.86点； 标普500指数4月1日（周三）收盘上涨46.84点，涨幅0.72%，报6575.36点； 纳斯达克综合指数4月1日（周三）收盘上涨250.32点，涨幅1.16%，报21840.95点。

zoom-zoom Wall Street opened April on a firm footing, with equities extending recent gains as investors weighed the possibility of de-escalation in the ongoing U.S.-Iran conflict. Despite the positive tone, some market participants remain cautious about the durability of the move. “Stocks started off April with a pretty strong day,” said Seeking Alpha analyst Daniel Jones , noting that all three major indexes ended solidly higher. He attributed the optimism largely to hopes that tensions with Iran could ease in the near term. However, Jones questioned whether that optimism may be premature. He pointed to escalating rhetoric and actions from Iran, including threats directed at major technology firms such as Apple ( AAPL ) and NVIDIA ( NVDA ), as evidence that risks remain elevated. He also highlighted uncertainty surrounding the Strait of Hormuz, a critical chokepoint for global oil flows. Beyond geopolitics, Jones emphasized that markets remain under pressure on a year-to-date basis, with the S&P 500 still down 3.8%. “And I maintain my view, which I expressed back in August of last year, that a recession is in the cards. Data that has come out since then only furthers my confidence in that regard. And I do think it would be wise for investors to tread cautiously,” Jones added. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). More on markets Cathie Wood’s ARK ETFs add OpenAI exposure as ChatGPT boom grows Countdown to Trump’s address to the nation: What will he say? Treasury yields surge in March, posting the biggest monthly jump since 2024 Wells Fargo lowers its year-end S&P 500 target from 7,800 to 7,300 S&P 500 is on pace for its worst month since 2022 as broad selloff deepens

Araya Doheny/Getty Images Entertainment Snap Inc. ( SNAP ) has been the worst performer in the social media sector. AI has helped the stronger get stronger, furthering the gap to the smaller operators like SNAP. The fundamental picture isn’t exactly pretty here, but the balance sheet is reasonable and the valuation is deeply distressed. The involvement of an activist investor might be the spark needed to shift the focus towards profitability, which I expect to be the main catalyst to hope for. I upgrade the stock to a Strong Buy rating. SNAP Stock Price I last covered SNAP in January , where I stuck by my Buy rating in spite of the deteriorating fundamentals. The stock has been demolished since. Data by YCharts In hindsight, the “low valuation” argument clearly did not offer much in the way of downside support. Call it conviction, call it stubbornness, but I remain of the view that this is no time to give up in spite of the hazy outlook ahead. SNAP Stock Key Metrics SNAP is a social media company that is widely known for being popular with younger generations. At one point, many (including yours truly) viewed it to be a potential “Facebook-killer.” In other words, SNAP was like TikTok before that ever existed. There is some irony in that the present state of affairs suggests something very different, in which both Facebook and TikTok are still dominant but SNAP is now the one in danger. In the most recent quarter, the company saw global daily active users decline sequentially. The only other time this occurred was all the way back in 2018 - at the time, this was attributed to a poorly received app redesign. That ended up to be a fixable issue but this time it might not be so clear given the likely competitive drivers behind it. SNAP saw its user losses primarily in North America, which is particularly concerning given that this is its most lucrative user base. 2025 Q4 Presentation SNAP managed to offset the DAU weakness with growth in average revenue per user ("ARPU...

(L/R) Canadian Space Agency (CSA) astronaut Jeremy Hansen, Artemis II mission specialist, NASA astronauts Victor Glover, Artemis II pilot, Reid Wiseman, Artemis II commander, and Christina Koch, Artemis II mission specialist, walk out before traveling to the launch pad to board the Space Launch System (SLS) rocket for the Artemis II crewed lunar mission at Kennedy Space Center in Cape Canaveral, Florida, on April 1, 2026. Jim Watson | Afp | Getty Images NASA is set to launch four astronauts as soon as Wednesday evening on a 10-day flight around the moon, marking the most ambitious U.S. space mission in decades and a major step toward returning humans to the lunar surface before China's first crewed landing. NASA mission managers on Monday polled "go" to launch the Artemis II mission's towering, 322-foot (98 m) Space Launch System rocket topped with the astronauts' Orion crew capsule as early as 6:24 p.m. EDT (2224 GMT) on Wednesday. It will launch from NASA's Kennedy Space Center in Florida just one pad away from where the last moon-bound astronauts of the U.S. Apollo program lifted off more than half a century ago. The Artemis II crew includes NASA astronauts Christina Koch, Victor Glover and Reid Wiseman and Canadian astronaut Jeremy Hansen, who arrived in Florida from Houston on Friday. They awoke about nine hours before launch, for breakfast, a weather briefing and pre-mission preparations ahead of their 2 p.m. drive to the launchpad. They have been in a two-week quarantine leading up to liftoff and spent time with their families over the weekend at the Kennedy Space Center's beach house, a spot where astronauts rest before blasting off into space. NASA on Wednesday morning started filling the SLS core stage with 733,000 gallons of super-cooled propellant that powers the rocket's four RS-25 engines. The pickup truck-sized engines, built by Aerojet Rocketdyne, had powered NASA's Space Shuttle for decades. "Everything is going very well right now," assistant launc...

Yesterday's surprise leak of the source code for Anthropic's Claude Code revealed a lot about the vibe-coding scaffolding the company has built around its proprietary Claude model. But observers digging through over 512,000 lines of code across more than 2,000 files have also discovered references to disabled, hidden, or inactive features that provide a peek into the potential roadmap for future features. Chief among these features is Kairos , a persistent daemon that can operate in the background even when the Claude Code terminal window is closed. The system would use periodic "" prompts to regularly review whether new actions are needed and a "PROACTIVE" flag for "surfacing something the user hasn't asked for and needs to see now." Kairos makes use of a file-based "memory system" designed to allow for persistent operation across user sessions. A prompt hidden behind a disabled "KAIROS" flag in the code explains that the system is designed to "have a complete picture of who the user is, how they'd like to collaborate with you, what behaviors to avoid or repeat, and the context behind the work the user gives you." Read full article Comments

Anthropic PBC ’s accidental release of source code for its popular AI coding agent was the result of “process errors” related to the startup’s fast product release cycle, according to a senior executive at the company. Paul Smith, Anthropic’s chief commercial officer, said the leak was “absolutely not breaches or hacks,” and the mistakes have been addressed. “They’re part of the incredibly rapid release cycle that we’ve had around Claude Code,” Smith said in an interview Wednesday. Anthropic takes the issue “incredibly seriously,” he added, noting that the firm has “all the right people focused on addressing it.” The unintended release marked Anthropic’s second security slip-up in a matter of days, compromising approximately 1,900 files and 512,000 lines of code related to Claude Code. Last week, Fortune separately reported that Anthropic had been storing thousands of internal files on a publicly accessible system, including a draft blog post that detailed an upcoming model known internally as both “Mythos” and “Capybara.” In a series of posts overnight on X, Claude Code creator Boris Cherny said Anthropic’s “deploy process has a few manual steps, and we didn’t do one of the steps correctly.” He said the company has already “made a few improvements to the automation for next time,” with plans for “a couple more on the way.”