janiecbros/E+ via Getty Images Thesis Relay Therapeutics ( RLAY ) reported earnings in late February. My initial thoughts were that the numbers are pretty much as you would expect. We saw that spending is still very high with the ongoing zovegalisib trials. However, there is an upcoming data readout that I think could actually add some good stock momentum here. The catalyst I think could serve investors well would be zovegalisib, which is tipped to come on March 16th. It's the data readout at ESMO TAT, which should be the first look we get at efficacy and safety at the Phase 3 dose. I think the event could create a nice setup for Relay in 2026, where they have improved financial visibility and potentially a positive clinical update, which should add fresh momentum to the shares. Financial results Relay’s 4Q25/FY25 financial results show us a bit of strategic cost management, but also continued investment in their lead development programs, particularly zovegalisib, which is what we want to see. For 4Q25, the company reported revenue of about $7.0 million, a pretty notable increase from the near-zero revenue we saw back in 2024. So we’re starting to see those milestones under its Exclusive License Agreement with Elevar Therapeutics. As for FY25, revenue managed to hit $15.4 million, up from about $10.0 million in 2024. Now, this is still pretty modest relative to the company’s ongoing R&D spending, but it does show us some improvement. As you know, the big spend is coming from R&D; however, this did decrease slightly to $55.4 million for 4Q25 and $261.4 million for FY25. For context, these figures are down from $68.1 million and $319.1 million, respectively, in 2024. I think we can put these reductions down to a lot of organisational streamlining from Relay. We've also seen the transfer of certain development programs, such as lirafugratinib, to Elevar, which clearly helped lessen the load for them. However, there were increases related to zovegalisib’s Phase 3 ReDis...

Andrey Semenov/iStock via Getty Images CoreWeave ( CRWV ) may not have scared the market because of a sudden drop in the demand for AI. It scared the market because it reminded everyone that demand does not pay the bills; capital does. Notice that this company is guiding 2026 capital expenditures to be in the range of $30 billion to $35 billion , while just recently spending $14.9 billion in 2025 capital expenditures. It is no longer about the demand for GPUs and more about how this company is going to pay for this and whether or not the current equity level is above a bridge or a stress fracture. What the stock move tells you is what investors are concerned about. It is down in the mid-$70s , coming from the high $90s before this print, and the tape is not subtle about what is wrong with this name. I think this is less about this company and more about the structure. They were comfortable underwriting this level of growth. They just got a little more uncomfortable underwriting this level of growth while the balance sheet is still in heavy build mode. Earnings Presentation Q4 Debt Became the Story When Interest Became a Line Item You Cannot Ignore The reason why the gap looks so unattractive is because of the interest burden. It is what makes this number so unattractive, and that is what makes this so scary, because this is what CoreWeave is telling us in their own numbers. That first-quarter interest expense guide of $510 to $590 million is not a rounding error; that is a constraint that affects everything we do and our flexibility as a company. When we think about capex that is doubling and interest expense at this level, we naturally want to think about what happens if the cost of capital does not continue to improve and what happens if some or all of our backlog does not have the same duration. This is where the stock price reaction makes sense to me. While the growth in demand is relentless, the truth is the stock is going up or down based on the ability to con...

Private Capital Advisors Inc. increased its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 2.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 32,311 shares of the social networking company's stock after buying an additional 780 shares during the quarter. Meta Platforms comprises approximately 2.6% of Private Capital Advisors Inc.'s holdings, making the stock its 7th largest holding. Private Capital Advisors Inc.'s holdings in Meta Platforms were worth $23,729,000 at the end of the most recent reporting period. Other hedge funds have also bought and sold shares of the company. Bay Colony Advisory Group Inc d b a Bay Colony Advisors grew its holdings in Meta Platforms by 0.4% during the 2nd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 3,506 shares of the social networking company's stock valued at $2,587,000 after purchasing an additional 13 shares during the last quarter. Trust Co of the South boosted its position in shares of Meta Platforms by 0.8% during the third quarter. Trust Co of the South now owns 1,850 shares of the social networking company's stock valued at $1,359,000 after buying an additional 14 shares during the period. Sentinel Pension Advisors LLC grew its stake in shares of Meta Platforms by 1.6% during the third quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company's stock valued at $672,000 after buying an additional 14 shares during the last quarter. Alpine Bank Wealth Management raised its holdings in shares of Meta Platforms by 0.3% in the third quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company's stock worth $3,159,000 after buying an additional 14 shares during the period. Finally, Valued Wealth Advisors LLC lifted its stake in shares of Meta Platforms by 3.2% during the 3rd quarter. Valued Wealth Advisors LLC now owns 454 shares...

Hohimer Wealth Management LLC trimmed its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 18.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,622 shares of the social networking company's stock after selling 2,145 shares during the quarter. Meta Platforms accounts for approximately 1.0% of Hohimer Wealth Management LLC's investment portfolio, making the stock its 13th biggest position. Hohimer Wealth Management LLC's holdings in Meta Platforms were worth $7,066,000 at the end of the most recent quarter. Several other institutional investors also recently bought and sold shares of the company. Westchester Capital Management Inc. acquired a new position in shares of Meta Platforms in the third quarter valued at approximately $26,000. Bare Financial Services Inc acquired a new stake in Meta Platforms during the 2nd quarter worth approximately $30,000. Knuff & Co LLC purchased a new position in Meta Platforms in the 2nd quarter valued at approximately $44,000. Spurstone Advisory Services LLC acquired a new position in shares of Meta Platforms in the second quarter worth $59,000. Finally, Evergreen Private Wealth LLC grew its stake in shares of Meta Platforms by 64.8% in the third quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company's stock worth $65,000 after acquiring an additional 35 shares in the last quarter. 79.91% of the stock is owned by institutional investors and hedge funds. Get Meta Platforms alerts: Sign Up Meta Platforms Price Performance META stock opened at $667.73 on Thursday. The business has a 50 day moving average price of $655.49 and a 200 day moving average price of $682.65. The stock has a market cap of $1.69 trillion, a price-to-earnings ratio of 28.41, a PEG ratio of 1.02 and a beta of 1.30. Meta Platforms, Inc. has a fifty-two week low of $479.80 and a fifty-two week high of $796.25. The company has a qui...

Forge First Asset Management Inc. grew its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 104.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,786 shares of the social networking company's stock after purchasing an additional 4,486 shares during the quarter. Meta Platforms makes up approximately 3.0% of Forge First Asset Management Inc.'s portfolio, making the stock its 14th largest holding. Forge First Asset Management Inc.'s holdings in Meta Platforms were worth $6,452,000 as of its most recent SEC filing. A number of other hedge funds have also modified their holdings of the business. Bay Colony Advisory Group Inc d b a Bay Colony Advisors increased its position in Meta Platforms by 0.4% during the second quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 3,506 shares of the social networking company's stock worth $2,587,000 after buying an additional 13 shares in the last quarter. Trust Co of the South lifted its position in shares of Meta Platforms by 0.8% in the third quarter. Trust Co of the South now owns 1,850 shares of the social networking company's stock valued at $1,359,000 after acquiring an additional 14 shares in the last quarter. Sentinel Pension Advisors LLC boosted its stake in shares of Meta Platforms by 1.6% during the third quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company's stock valued at $672,000 after acquiring an additional 14 shares during the last quarter. Alpine Bank Wealth Management boosted its stake in shares of Meta Platforms by 0.3% during the third quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company's stock valued at $3,159,000 after acquiring an additional 14 shares during the last quarter. Finally, Valued Wealth Advisors LLC increased its position in Meta Platforms by 3.2% during the 3rd quarter. Valued Wealth Advisor...

格隆汇3月5日｜卡塔尔国家能源公司QatarEnergy周一宣布，其位于拉斯拉凡的设施在遭受无人机袭击后已全面停止硫磺、氨和尿素生产。与此同时，伊朗已将境内全部氨产能下线，区域内其他生产商也因船只无法通过霍尔木兹海峡而考虑削减产量。化肥价格随即急剧攀升——中东颗粒尿素价格自上周五以来每吨上涨约130美元，目前报575至650美元；欧洲氨期货也大幅上涨，4月份交易价格为每吨725美元，比2月中旬的交易价格高出约130美元。 欧洲最大化肥集团Yara首席执行官Svein Tore Holsether警告称，外界对油气市场的关注正在"遮蔽"此次冲突对化肥行业的冲击。分析人士指出，此次危机的破坏性可能超过2022年俄乌冲突引发的粮食冲击，因为霍尔木兹海峡一旦受阻，将构成实体物流屏障，而非单纯的价格扰动。

Borrowers including Baker Hughes Co. are offering Europe’s first high-grade corporate debt deals in a week, as activity cranks up following several days of near standstill due to conflict in the Middle East. Four non-financial borrowers are seeking to raise euro currency debt on Thursday, led by Baker Hughes’ four-part offering , according to people with knowledge of the matter, who asked not to be identified as the information is private. The sales are the first from high-grade corporates since Feb. 26, according to data compiled by Bloomberg. Debt markets are staging a tentative return to activity as the world’s markets continue to swing while the US-Israeli war on Iran enters its sixth day. The last three days have seen just over 11 billion euros ($12.8 billion) of syndicated sales in the region, well below what would normally be expected and mostly from super-safe sovereign and government-backed issuers. Read more: Trump Lauds US War Effort as Iran Vows to Escalate Retaliation Ahold Delhaize, a Dutch-Belgian multinational retailer, is offering a two-year floating rate note and an eight-year green tranche on Thursday, while Fidelity National Information Services Inc. is following a dollar offering in the US on Wednesday with a two-part euro sale. Eaton Capital ULC has opened books on a two-tranche offering and a regional German bank has also brought out a planned deal. It remains to be seen whether the uptick in sales will last, given the fragility of wider markets while the war rages on. A poll taken before the conflict began signaled that there is a healthy pipeline of deals ready to hit the market once conditions improve. Five high-grade borrowers were active in the US on Wednesday, with Baker Hughes also planning to sell dollar debt across multiple currencies, according to a person with knowledge of the matter. Issuer Profile Debt distribution: BKR US Equity DDIS Capital structure: BKR US Equity CAST Related securities: BKR US Equity RELS Ratings history: BKR...

mingxing chen/iStock via Getty Images Introduction & Financials Woodside Energy ( WDS ) offers an attractive buying opportunity despite their recent jump, as the former CEO helped build this into a global powerhouse that should play a significant role in the global energy transition. I rate WDS a buy, backed by several projects that should come online over the next half a decade, supporting the company's long-term exposure to LNG and preparing them for long-term tailwinds, with solid financials and an attractive valuation. Woodside Energy IR The company reported a solid Q4 and 2025 overall, given the weaker oil and gas prices, with record production that exceeded their guidance while their unit costs fell 4%, recording strong performance at all of their operations and advancing on their major Scarborough and Louisiana (ex-Driftwood) LNG projects, among others. Their free cash flow reached a strong $1.89 billion, with a significant drop in CAPEX as a result of the completion of their Sangomar oil project in Senegal and Scarborough being ~94% complete now, while the Beaumont New Ammonia project reached its first production in December 2025 (production of lower-carbon ammonia targeted for H2 2026), turning from a major investment cycle towards the stage where they enjoy the benefits. Woodside Energy IR As for the guidance, they expect 172 to 186 MMboe in 2026, while CAPEX is expected to drop further to $4 billion to $4.5 billion, accounting for the expected 5-week Pluto LNG downtime as they prepare for Scarborough gas. Following the Tellurian acquisition back in 2024, the company has access to a key LNG terminal in Louisiana, which they describe as a "high-quality, scalable development opportunity, with a total permitted capacity of 27.6 million tonnes per annum," adding a fully-permitted long-term US opportunity to Australia's oil and gas giant's portfolio, with agreements already signed . As a note, we're talking about a massive ~$17.5 billion construction cost, for ...

Palantir’s (PLTR) Defense Monopoly in the Age of AI Warfare TipRanks

The Trade Desk美股盘前涨超20% 2026-03-05 18:40:32 来源： 同花顺7x24快讯 分享 文章提及标的 the trade desk -- the trade desk（TTD）美股盘前涨超20%，现报30.27美元。

Meta Wants To Build Its Own AI Chips - Here's Why Benzinga

Amazon.com Inc ($AMZN) blue box area offering a buying opportunity FXStreet

It's become clear over the past few quarters that Tesla is an AI company now. As the company's car sales have plummeted worldwide, costing it the crown of world's largest EV seller, investor focus has shifted to robotaxis. Self-driving EVs are now seen by Wall Street analysts as carrying Tesla — and its stock price — to new heights. In Elon (And Robotaxis) We Trust. Up until the start of 2026, investors were sold on the new vision. The stock more than doubled between April and December of last year. But Tesla had a rocky start to 2026, falling 13% year-to-date through Tuesday. It's had to contend with mounting skepticism around AI, and a sharp rotation out of market-leading tech names. Enter new research from Bank of America on Wednesday, which helped push Tesla shares up more than 3%, their biggest gain in a month. The firm — which resumed coverage on Tesla stock and slapped it with a buy rating — did its best to quantify the bullish impact of robotaxis. Combining BofA's estimates with other major forecasts from Wall Street analysts, here are the five numbers that will define Tesla's robotaxi business going forward: $460 This is BofA's new 12-month forward price target on Tesla stock, which implies 13% upside. The firm is more bullish than the average Wall Street forecast of $421.60, although that's also above current levels. BofA's forecast is primarily driven by robotaxi optimism, as evidenced by the next number: 52% This is how much of Tesla's overall valuation BofA is assigning to robotaxis. More than half! And more than double the 21% contribution from its core car business. My how times change … and quickly. Here's the full breakdown: 50% This is how much of the global robotaxi market bullish pundits think Tesla can grab in the coming decade. Cathie Wood's Ark Invest sees it earning that share by 2030. Wolfe Research also thinks 50% is attainable, but not until 2035. 1 million Speaking of 2035, this is the number of robotaxis Morgan Stanley analyst Andrew Per...

A deepening energy crunch across Asia is impacting all corners of the oil market, with suppliers of everything from shipping fuel to cooking gas beginning to cut back on sales in order to manage shrinking stockpiles. A widening conflict in the Persian Gulf, which began at the weekend after US and Israeli strikes on Iran, has upended the energy trade by all but halting traffic through the Strait of Hormuz, the narrow waterway that connects some of the world’s most important energy producers to their consuming markets. The impact has been swift, even for wealthy markets with extensive storage. Shipping fuel suppliers in Singapore, the world’s top bunkering port, have informed customers that they will fulfill only part of agreed orders, citing lower volumes received from their own suppliers, according to people with knowledge of the matter. They asked not to be identified as the discussions are not public. China has told its largest refiners to suspend exports of diesel and gasoline, asking them to refrain from signing new contracts and to cancel already-agreed shipments. The world’s top oil importer is only Asia’s third fuel exporter, but the the move reflects a race across the region to make domestic demand a priority. In South Korea, petrochemical producer Yeochun NCC declared force majeure on some of its sales due to disruptions in the arrival of naphtha feedstock. Governments, meanwhile, are grappling with dwindling supplies of liquefied petroleum gas used in cooking, given disrupted deliveries from the Middle East, a key source of fuel for Asia. India, one of the most affected markets, is in talks with producers. Still, with US cargoes too distant, there are few alternatives to replace lost volumes, meaning some countries could be forced to impose a form of rationing. Others are already considering tapping official stockpiles. In Japan, which gets 90% of its crude from the Middle East, oil refiners are asking the government to release crude from the nation’s stra...

格隆汇3月5日｜据Verian民调，法国总统马克龙支持率上升2个百分点至18%。

格隆汇3月5日｜塞浦路斯方面表示，阿克罗蒂里安全事件已结束。

财联社3月5日讯（编辑 冯轶） 据Wind数据显示，南向资金今日成交约1505.57亿港元，较前一日缩量84亿，约占今日恒指成交总额的46.78%，再度明显超出短线均值。 今日港股反弹冲高后有所回落，恒指收盘勉强飘红涨0.28%。而南向资金全天净流出277.35亿港元，刷新历史单日净卖出纪录。其中，沪港股通净流出约162.38亿港元，而深港股通净流出约114.97亿港元。 且值得关注的是，今日盈富基金(02800.HK)、恒生中国企业(02828.HK)、南方恒生科技(03033.HK)三大ETF分别遭净卖出136.66亿、60.73亿、39亿港元。 趋势上，南向资金近两日累计流出超280亿港元，相当于此前连续3日流入总额的四分之三，展现出反弹减仓意图。 个股方面，交易所数据显示，今日南向资金 大幅净买入：腾讯控股(0700.HK)15.41亿港元；山东墨龙(00568.HK)0.83亿港元；中国海洋石油(00883.HK)3.22亿港元。 大幅净流出：阿里巴巴-W(09988.HK)20.28亿港元。 投资要点 腾讯控股今日跌0.79%，资金前5日加仓436万股，短线保持连续流入。 山东墨龙今日跌15.29%，资金前5日加仓1382万股，短线以流入为主。 中国海洋石油今日跌0.81%，资金前5日加仓955万股，短线加速回流。 阿里巴巴-W今日跌2.77%，资金前5日减持971万股，短线加速流出。 注：由于港交所T+2结算，实际持仓为截至两个交易日前的近5个交易日数据

阿塞拜疆在两架伊朗无人机（885564）袭击其纳希切万地区后威胁要进行反击，并指责德黑兰方面正在升级地区紧张局势。阿塞拜疆国防部在周四的一份声明中表示：“这些侵略行为不会得不到回应。”声明称，目前正在制定“保护国家主权和公民安全”的应对措施。外交部召见了伊朗大使提出抗议。此前，一架无人机（885564）击中了纳希切万的机场航站楼，造成两人受伤并损毁了基础设施。据该部称，第二架无人机（885564）在沙卡拉巴德村的一所学校附近坠毁。伊朗当局目前尚未对这些指控做出回应。纳希切万机场距离伊朗边境约10公里(6英里)。

文章提及标的 中国银行 -- 兴业银行 -- 韵达股份 -- 韵达股份（002120）公告，公司收到中国银行（601988）间市场交易商协会下发的《接受注册通知书》，同意接受公司超短期融资券注册，注册金额为20亿元，注册额度自通知书落款之日起2年内有效，由兴业银行（601166）股份有限公司主承销。

AVGO Stock Today: March 5 – Q2 Revenue Guide Tops Street on AI Boom Meyka

【热点导读】 深化拓展“人工智能+”，我国AI发展进入全面赋能经济社会的新阶段 “6G 机器人 ”亮相，有望在2029商业化落地 AI算力需求爆发高端MEMS探针卡业务增长迅猛 一秒1块钱！Seedance2.0生成视频价格公布 AI快速发展拉动被动元器件需求激增 算力爆发下金刚石应用价值凸显，产业化正处于“从0到1”阶段 【主题详情】 深化拓展“人工智能+”，我国AI发展进入全面赋能经济社会的新阶段 政府工作报告在介绍2026年政府工作任务时提出，深化拓展“人工智能+”，促进新一代智能终端和智能体加快推广，推动重点行业领域人工智能商业化规模化应用，培育智能原生新业态新模式。支持人工智能开源社区建设，促进开源生态繁荣。 此前，国务院印发的《关于深入实施“人工智能+”行动的意见》指出，到2027年，率先实现人工智能与6大重点领域广泛深度融合，新一代智能终端、智能体等应用普及率超70%，智能经济核心产业规模快速增长，人工智能在公共治理中的作用明显增强，人工智能开放合作体系不断完善。机构指出，随着国务院《关于深入实施“人工智能+”行动的意见》的正式发布，中国正迎来从“互联网+”向“人工智能+”跃迁的关键时期，意味着我国AI发展从技术探索阶段进入全面赋能经济社会的新阶段。 上市公司中， 杰创智能 为安全主管部门开发“AI+公安”智能体，基于人工智能算法实现涉诈、打私线索的自主发现和分析预警，可用于反诈、打私、网络安全等领域。 万胜智能 开发的“配网智慧动环AI智能辅助决策系统”通过实时采集分析电力配网数据，提升故障预测能力及运维效率，该成果已入选2024年度浙江省“数智优品”。 智微智能 在人工智能领域，公司全面覆盖云、边、端三大层级。在云侧AI领域，公司提供AI算力全生命周期综合服务，涵盖算力规划、硬件供应与调度，并支持租赁及MaaS模式，以一站式服务推动AI应用与发展，助力智能算力供给普惠易用、经济高效、绿色安全。 “6G机器人”亮相，有望在2029商业化落地 北京社科院副研究员王鹏接受采访时表示，政府工作报告对未来产业的部署，核心是抢占新质生产力的制高点。锁定量子技术、生命科学、具身智能等前沿赛道，将“实验室成果”转化为“增长极”。具身智能方面，据媒体报道，智元机器人与 中国电信 首次公开展示“6G+四足机器人”联合创新成果，依托6G网络的通感一体与泛在连接能力，智能...