AeroVironment ( AVAV ) won a three-year, $97.4M contract from the United States Army under the Aviation and Missile Technology Consortium (AMTC). The company will develop and deliver GENESIS (Generative Environment for the Next Era of Spectral Imaging Stimulators), a next-generation hardware-in-the-loop testing environment used to validate missile defense and EO/IR sensor systems. AV will design and integrate prototype test environments, including flight motion table and cryogenic space chamber facilities, at Redstone Arsenal in Huntsville, Alabama, to accelerate the next generation of Integrated Air and Missile Defense. AVAV shares rose +1.6% premarket. More on AeroVironment AeroVironment: Shockingly Uninteresting AeroVironment: Riding The Drone Boom And Laser Tech To New Heights AeroVironment: 30% Selloff Creates A Buy Opportunity For The Drone Specialist (Rating Upgrade) KeyBanc flags defense tech winners as U.S.-Iran conflict escalates AeroVironment shares rise on update for Space Force SCAR contract

Dacharlie/iStock via Getty Images U.S.-based employers announced 48,307 job cuts in February, down 55% from January's level and down 72% from the cuts announced in February 2025, outplacement and executive coaching firm Challenger, Gray & Christmas said on Thursday. During the first two months of 2026, employers disclosed 156,742 job cuts, the lowest January-to-February total since 2022. It's the fifth-highest January-February total since 2009. "February’s dip is a nice reprieve from the elevated job cut plans to start the year," said Andy Challenger, chief revenue officer of Challenger, Gray & Christmas. "With U.S. involvement in a growing war in Iran, the end of Q1 may bring more layoff plans as companies tighten belts amid uncertainty and higher costs." Hiring plans, though, rose last month to 12,755, up 140% from January's level. Still, that's down 63% from the same month a year ago, and the first two months of the year brought reduced hiring plans compared with the same period in 2025; employers announced plans to hire 18,061, down 56% from the January-February 2025 period. The technology sector continued to figure prominently in the cuts. For February, the sector announced 11,039 job cuts, bringing its year-to-date total to 33,330, up 51% Y/Y. "Tech is responding to a number of pressures right now," Challenger said. "AI is the big story, but there are also global regulatory concerns, a slowdown in digital advertising driven by tariffs and economic uncertainty, and higher costs to both employ workers and access funding, forcing companies to make difficult decisions." Education reported 5,417 job cuts in February and 6,209 YTD, a 96% jump from those announced in February 2025. Industrial and manufacturing cut 4,109 jobs in February, or 5,685 YTD, a 143% increase from a year ago. On a year-to-date basis, the most cuts came from healthcare and health products manufacturers, including hospitals, which announced 19,228 job cuts, the highest January-February total si...

1、十四届全国人大四次会议在京开幕； 2、习近平在参加江苏代表团审议时强调经济大省要在研究新情况解决新问题上下功夫出经验； 3、李强参加云南代表团审议； 4、赵乐际参加四川代表团审议； 5、王沪宁参加贵州代表团审议； 6、丁薛祥参加辽宁代表团审议； 7、李希参加福建代表团审议； 8、韩正参加山东代表团审议； 9、【凝心聚力真抓实干奋力实现“十五五”良好开局——代表委员议国是】辉煌成就鼓舞人心团结奋斗开创未来； 10、【凝心聚力真抓实干奋力实现“十五五”良好开局——代表委员议国是】勠力同心推动人民政协事业高质量发展； 11、十四届全国人大四次会议首场“代表通道”开启； 12、两会首场“部长通道”开启； 13、国务院新闻办公室举行吹风会解读《政府工作报告》； 14、美以打击伊朗多地目标及伊朗军舰伊朗称打击美以军事基地和以国防部大楼西班牙称不会因美国威胁改变反战立场法国称美以军事行动不符合国际法； 15、国际联播快讯：黎巴嫩称以色列袭击已致72人死亡美法院要求美海关部门退还非法关税。(央视新闻)

文章提及标的 康宁 -- 康宁（GLW）美股盘前跌超5%，现报137.5美元。

这绝对是开源软件历史上最令人感到眩晕的增长曲线。 仅仅用了3个月， OpenClaw 在 GitHub 上的 Star 数登顶历史第一。它不仅直接跨越了 React 积累了 13 年的 24 万星关卡，更将拥有 40 年历史的 Linux 内核甩在身后，成为“软件项目历史第一”。 Star是人气，是注意力，是信号，但它不等于代码质量，也不等于商业价值，更不等于技术成熟度。OpenClaw的开发团队自己也承认，这个产品"仍处于极度早期阶段，甚至还不完善"。但这恰恰是这件事最值得深思的地方。 历史上有一个可以类比的时刻：2017年，比特币市值第一次超越巴菲特旗下的伯克希尔哈撒韦。彼时没有人敢断言比特币一定胜出，但所有人都意识到，旧秩序的裂痕已清晰可见。OpenClaw Star数登顶这件事，有类似的气质。 过去两年，大模型竞争的核心叙事是智力比拼——谁在ARC、SWE-Bench等评测基准上得分更高，谁更接近AGI。参数规模、推理深度、复杂任务完成率，构成了整个行业的坐标系。这套叙事到2025年底已经开始出现疲态： 模型越来越强，但大多数用户的使用方式依然是打开聊天框，问一个问题，等一个回答。 OpenClaw 代表了另一种可能。它的交互模式不限于聊天框，其可以在后台持续运行、自主完成多步骤任务的Agent框架。它能写代码、调试、调用工具、读取文件、再迭代，整个过程无需人类时刻盯着屏幕。用户在没有电脑时灵光一现，可以在手机上给Agent发指令去拉取数据、做实验，用户回去后再验收结果。 这一切，恰好在春节红包大战前后引爆。2026年开年，几乎所有模型厂商的关键词都已切换成"Agentic"。腾讯云和阿里云迅速上线了 OpenClaw 的一键部署服务。近期，多家国内模型厂商先后推出了对标或适配 OpenClaw 的产品。月之暗面推出了云端版的 Kimi Claw，MiniMax 紧随其后发布了 MaxClaw。在确定的淘金热面前，他们想要趁着这个机会，成为中国 AI 圈那个最稳妥的“卖铲子的人”。 国内科技圈由此进入了一轮新的能力叙事竞赛，而OpenClaw成了那根最醒目的旗杆。其展现出的机器执行力，以及开发者对 AI 自主执行结果的宽容，让AI在这个生机勃勃又充满混沌的 2026 年开端，模型范式又一次更迭。中国开源模型和云基础设施，正在以一种极其饥渴的姿态，死死咬住这个...

Tango Therapeutics press release ( TNGX ): Q4 GAAP EPS of -$0.29 beats by $0.03 . Revenue of $0M misses by $0.5M . As of December 31, 2025, the company held $343.1 million in cash, cash equivalents and marketable securities, which the company expects to fund operations into 2028. More on Tango Therapeutics Tango Therapeutics, Inc. (TNGX) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Tango Therapeutics, Inc. (TNGX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Seeking Alpha’s Quant Rating on Tango Therapeutics Historical earnings data for Tango Therapeutics Financial information for Tango Therapeutics

格隆汇3月5日｜由于中东冲突持续推高避险资产需求，金价走高并向每盎司5,200美元关口逼近。纽约黄金期货上涨0.8%至每盎司5,175.20美元。荷兰国际集团分析师表示：“中东冲突通过大幅推高能源价格产生的通胀影响，可能会强化市场对利率在更长时间内保持高位的预期，这对黄金等非生息资产而言是一个利空因素。然而，地缘政治不确定性的高企继续支撑着风险溢价，尽管利率环境严峻，仍有助于筑牢价格底部。”

(RTTNews) - BJ's Wholesale Club Holdings, Inc. (BJ) said, for fiscal 2026, the company expects: comparable club sales, excluding the impact of gasoline sales, to increase 2.0% to 3.0% year-over-year, adjusted EPS to range from $4.40 to $4.60, and capital expenditures of approximately $800 million. For the fourth quarter, the company's earnings totaled $125.85 million, or $0.96 per share. This compares with $122.66 million, or $0.92 per share, last year. Excluding items, BJ's Wholesale Club reported adjusted earnings of $125.85 million or $0.96 per share for the period. Revenue for the fourth quarter rose 5.6% to $5.575 billion from $5.279 billion last year. Comparable club sales increased by 1.6% year-over-year. Comparable club sales, excluding gasoline sales, increased by 2.6%. In pre-market trading on NYSE, BJ's shares are down 4.98 percent to $95.00. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Barrick Mining Corporation’s B shares have rallied 61.3% in the past six months, buoyed by the record-setting upswing in gold prices amid heightened geopolitical tensions, economic and tariff-related uncertainties and its forecast-topping earnings performance riding on a surge in realized prices. Barrick has outperformed the Zacks Mining – Gold industry’s 53% increase and the S&P 500’s rise of 6.1% in the past six months. Among its gold mining peers, Newmont Corporation NEM, Kinross Gold Corporation KGC and Agnico Eagle Mines Limited AEM have rallied 57.6%, 50.8% and 50.9%, respectively, over the same period. B’s 6-month Price Performance Image Source: Zacks Investment Research B stock slipped below its 50-day simple moving average (SMA) on March 3, 2026. It is currently trading above its 200-day SMA, suggesting a long-term uptrend. The 50-day SMA has been reading higher than the 200-day SMA since the golden crossover on April 9, 2025, indicating a bullish trend. B Trades Below 50-Day SMA Image Source: Zacks Investment Research Let’s take a look at Barrick’s fundamentals to better analyze how to play the stock. Key Projects to Underpin Production Growth for Barrick Barrick is well-placed to benefit from the progress in key growth projects, which should significantly contribute to its production. Its major gold and copper growth projects, including Goldrush, the Pueblo Viejo plant expansion and mine life extension, Fourmile, Lumwana Super Pit and Reko Diq, are underway. These projects are advancing on schedule and within budget, laying the groundwork for the next generation of profitable production. The Goldrush mine is ramping up to the targeted 400,000 ounces of production per annum by 2028. Bordering Goldrush is the 100% Barrick-owned Fourmile, which is yielding grades double those of Goldrush and is anticipated to become another Tier One mine. The project has progressed to a prefeasibility study on the back of a successful drilling program, which shows significan...

电网设备指数年内飙升33% 15只个股月内刷新高点，半年指数年内飙升33%，A股的电网设备板块，2026年以来持续走强。 截至3月5日收盘，申万电网设备二级行业指数的年内涨幅，已经跻身全市场前五。在2025年变压器出口额创历史新高、“十五五”电网投资再上台阶、欧美电网改造迫切度持续提升的背景下，资金持续加码押注电网设备的出海逻辑、AI缺电叙事与供需矛盾。 随着板块集体猛烈上扬，申万电网设备指数市盈率（TTM）目前已攀升至42.77倍的历史高位，板块估值超过历史90.78%分位。而即将到来的一季报“大考”中，业绩的高增长能否消化当前的高估值，成为板块本轮行情下一步走势的关键。 国网投资提速、海外改造周期与AI电力需求共振 3月5日，电网设备板块一片火热，30余只个股涨超5%，中国西电（601179.SH）、通光线缆（300265.SZ）、百利电气（600468.SH）等股涨停，电网设备ETF（159326）收涨4.13%，再创历史新高。 消息面上，有公开消息称，美国三大区域电网运营商（得克萨斯州、中大西洋地区和中西部电网管理部门），过去数月相继获批总计750亿美元的输电扩容项目，核心是建设一批765千伏超高压线路，这被视为美国史上规模最大、输电能力最强的电力线路升级计划，直接刺激了全球电网设备需求的增长预期。 在A股市场，资金对电网设备的青睐由来已久。去年三季度以来，该板块涨势如虹，申万电网设备二级行业指数从2025年9月至今累计上涨79.21%，截至3月5日，该指数年内上涨33.5%，排名全市场前五。 支撑电网设备主升浪行情的，是行业步入超级上行周期，全球需求、政策、景气度共振。国内方面，电网投资正进入新一轮高峰期，随着全国统一电力市场建设推进，将带动特高压、配网智能化建设需求，进一步提升电网投资需求。 按照规划，“十五五”期间国家电网投资预计达到4万亿元，较“十四五”增长40%。政策层面，《电力装备行业稳增长工作方案（2025~2026年）》明确鼓励企业开拓海外市场，强化品牌形象，融入全球供应链。根据南方电网规划，2026年固定资产投资将达1800亿元，连续五年创新高，年均增速9.5%，重点投向新型电力系统建设。 同时，海外电网的变压器普遍已经达到使用寿命，改造与升级的需求催生了国产电网设备的出海机遇，而人工智能和数据中心兴起带来的电力需求强度上升，电力供应的刚性...

格隆汇3月5日｜阿格斯研究公司：将博通(AVGO.US)目标价上调至425美元，此前为375美元。

The London insurance market is willing and able to cover vessels looking to transit the Strait of Hormuz, according to broker Arthur J. Gallagher & Co. The cover includes ships that plan to remain in the Persian Gulf, as well as those that are looking to enter or exit the area via the Strait of Hormuz, said Angus Blayney, marine divisional director at Gallagher. “Over the last few days Gallagher found marine war risk solutions for numerous existing clients and has also supported new assureds in finding cover where their current broker has been unable to access it,” Blayney said, without providing details of the insurance. “This availability applies to both vessels which are currently in the Persian Gulf and not planning to exit the region, plus those that are looking to travel enter or exit the area via the Strait of Hormuz.” The ability to purchase insurance for Hormuz suggests that the biggest reason ships aren’t navigating the waterway is not because they can’t get cover, but rather because shipowners and their crews deem the risk of passage through the middle of a warzone to be too great. Several vessels have been attacked since the war began, including one on Thursday. Insurance rates have increased from “levels that owners and charterers will be used to,” Blayney said in an emailed statement, adding that costs will vary depending on the vessel type, cargo and routing. The issue of insuring ships through Hormuz has drawn the attention of the White House, with vessel traffic through Hormuz essentially halted . Oil stockpiles are starting to back up in producer countries, choking off energy exports from across the Persian Gulf. President Trump posted on social media this week that the US will provide insurance guarantees and naval escorts to ensure safe passage. While insurance might help, shipowners and their crews will nevertheless still be nervous about transiting the vital waterway until hostilities cease. Brokers Marsh and Aon Plc , meanwhile, are among firm...

《信報》印刷版出報日為星期一至六。 除以下公眾假期外，其餘日子照常出刊： 休刊日：逢周日及2021年2月12至15日、 4月3至5日、12月27日 《信報》網上版及流動版於休刊日將如常更新每日即時新聞， 敬請留意。

格隆汇3月5日｜比亚迪董事长王传福在技术发布会上宣布，第二代刀片电池技术将首搭10款车型，涵盖比亚迪王朝网、海洋网、腾势、仰望。

PayPal logo chameleonseye/iStock Editorial via Getty Images PayPal ( PYPL ) is a company and a stock that I have some experience with. As a lifelong self-employed person, I’ve been using PayPal to get paid since 2011. As an investor, I also had a brief period of holding PYPL stock, though I exited not long after buying it. The problem at the time (I thought) was that the end of eBay’s ( EBAY ) ownership of PayPal was about to make the latter company’s payment app no longer work on the former’s e-commerce platform . In the end, PayPal remained on as a payment option on eBay; however, eBay’s in-house payment options reduced PayPal’s prominence on the platform. Revenue growth suffered, and free cash flow [FCF] turned negative . Which brings us to today. PayPal’s woes have been noticed, and many investors think that the stock is a deep value opportunity that will outperform the broader markets. Among other things, PayPal bulls cite the company’s optical cheapness, which can be demonstrated by metrics such as an 8.7 P/E ratio , a 2.1 price-to-book ratio, and a 6.7 EV/EBITDA ratio. These ratios are lower than those of the broader markets, and much lower than those of the tech sector . According to Invesco, the U.S. tech sector, as represented by the Invesco QQQ Trust ( QQQ ), trades at a whopping 41.57 times earnings. If you think of PayPal as a tech company, then it appears far cheaper than its sector (for fairness's sake, you could also think of it as a financial services company, which would explain the low multiples to an extent). QQQ facts (Seeking Alpha Quant) So, PayPal appears to be cheaper than the broader markets and its sector. This sort of thing usually tends to bode well for a stock’s future. So, those who are bullish on PayPal today do have some basis for thinking the way they do. Unfortunately, there is much about PayPal today that is not so good, as well. The first thing that comes to mind is its growth deceleration. In PayPal’s most recent quarter, its re...

理想汽車-W：截至二零二六年二月二十八日止月份之股份發行人的證券變動月報表 富途牛牛

理想汽車-W：截至二零二六年二月二十八日止月份之股份發行人的證券變動月報表 富途牛牛

格隆汇3月5日｜英国首相发言人威尔斯：塞浦路斯周末发生的无人机事件击中机库，但未对设备造成损坏。

Pre-market Overview | All three major index futures declined while Broadcom (AVGO.US) rose after earnings. 富途牛牛

格隆汇3月5日｜据央视财经，当地时间4日，总部位于英国伦敦的品牌估值机构“品牌金融集团”发布《2026年全球银行品牌价值500强》期刊。该期刊显示，中国工商银行、中国建设银行、中国银行和中国农业银行占据榜单前四名。期刊显示，中国银行业在全球银行业中保持领先地位，共有70家中资银行入选500强榜单，合计品牌价值达4824亿美元，约占榜单总品牌价值的27%，位居全球首位。

The Hong Kong government has lodged civil lawsuits against 16 residents who allegedly refused to vacate homes in a neighbourhood known for its Thai and Chiu Chow heritage, earmarked for a HK$15 billion (US$1.91 billion) redevelopment project. The secretary for justice, on behalf of the Urban Renewal Authority (URA), initiated proceedings at the District Court on Wednesday seeking eviction orders and damages against the 16 residents in Kowloon City. Court documents seen by the South China Morning Post on Thursday showed the residents at tenement blocks on Nam Kok Road and Nga Tsin Long Road failed to hand over possession of their flats by an October 17 deadline last year. Advertisement The defendants continued to occupy the premises after a government-appointed law firm threatened to take legal action if they still ignored a second deadline on January 22, according to the filing. Kowloon City, nicknamed “Little Thailand”, is home to dozens of Thai restaurants and grocery stores. The community grew in the 1970s when Chiu Chow men returning from Thailand settled in the area with their Thai wives. People splash water during Songkran at Kowloon City. Photo: Sam Tsang The district is also known for celebrating Songkran, the Thai New Year and water festival.

Atitaya Pimpa/iStock via Getty Images Over the past weeks, I have written several articles explaining why I think that AI is likely to turn into a major headwind for a great deal of companies. The reason why is simple: It breaks traditional barriers to entry in most fields, and I expect this to lead to much greater competition and lower margins over time. The impact of this on SaaS businesses is the most striking. What used to take a team of developers, millions of capital, and months of work can now be replicated in almost an instant at a very low cost. As a result, we now have an explosion in new website and app creation, up 40-50% in just one year, and this is still the beginning. The market is predicting that this surge in supply from low-cost competitors, coupled with many former clients starting to build company-internal tools, will lead to lower long-term profitability, and this has already caused the stocks of these businesses to crash. Even the biggest and most successful SaaS businesses like Salesforce ( CRM ), Workday ( WDAY ), Constellation Software ( CNSWF ), and Intuit ( INTU ) are down 30-50%. The smaller ones like Duolingo ( DUOL ) and monday.com ( MNDY ) are down closer to 70-80%: Data by YCharts But here's the kicker: the market appears to still overlook today. I think that the impact of AI will go far beyond SaaS companies. In fact, I argued nearly a year ago that most businesses would eventually feel the impact of lower barriers to entry, greater competition, and lower margins. Digital businesses are, of course, the fastest and easiest to disrupt by AI. But even things that you wouldn't suspect to be at risk could be significantly impacted. Consider the following examples: Professional service providers like law firms, consulting companies, brokers, marketing agencies, architects, engineers, accountants, etc., are all going to suffer as AI makes simple tasks free, essentially replaced by AI, and complex tasks will become a lot cheaper over time. ...

SoFi Technologies (NASDAQ: SOFI) CEO Anthony Noto made headlines this week by purchasing $1 million worth of shares on the open market. While a million-dollar buy typically signals strong insider confidence, this acquisition represents just a 0.5% increase to his existing $200 million+ stake. With the stock down this year despite record Q4 2025 earnings, the move appears to be an opportunistic move. However, for investors watching the current $18 price point, Noto's willingness to put personal capital at risk is notable. *Stock prices used were end-of-day prices of March 2, 2026. The video was published on March 4, 2026. Continue reading

格隆汇3月5日｜由于投资者在中东战争期间保持谨慎，欧元信用违约保护成本上升。Tickmill Group的Patrick Munnelly在报告中表示：“随着地缘政治紧张局势和经济交叉气流令投资者处于紧张状态，不确定性继续笼罩市场。”标普全球市场财智的数据显示，iTraxx欧洲交叉指数上升4个基点至269个基点；iTraxx欧洲主要指数上升1个基点至57个基点。

As evidenced by its market cap of $3.9 trillion, Apple (AAPL 0.47%) is one of the most valuable businesses on the face of the planet. To get to this point, it's no surprise that the share price has performed exceptionally well. Just in the past decade, it has soared 953% (as of March 2). Investors are always thinking about the future. Is Apple stock headed to $1,000? Apple's dominant competitive position should remain intact With the ongoing artificial intelligence (AI) spending boom, critics have been disappointed with Apple's lack of progress thus far. Its big tech peers are pouring hundreds of billions of dollars into AI investments. There is a concern that Apple will fall behind. I believe these fears are a bit overblown. In my view, Apple's dominant competitive position, supported by its incredible brand, customer loyalty, and top-notch innovation, isn't going to fade anytime soon. The business should still perform well in a world that might become more AI-driven. That's because Apple has a monster distribution advantage. It has 2.5 billion active devices around the world. And with the iPhone, it sells the single most important hardware device that has been relevant for nearly two decades. There's no reason right now to believe that a totally new product will replace the iPhone and become the key gateway for people to access their digital lives. This supports Apple's staying power over the long term. Expand NASDAQ : AAPL Apple Today's Change ( -0.47 %) $ -1.23 Current Price $ 262.52 Key Data Points Market Cap $3.9T Day's Range $ 261.42 - $ 266.15 52wk Range $ 169.21 - $ 288.62 Volume 156K Avg Vol 48M Gross Margin 47.33 % Dividend Yield 0.40 % Investors should consider profit growth and valuation Apple shares need to rise 278% from the current price of $264.85 to reach $1,000, which should happen eventually. Profit growth and valuation are two of the most important variables to think about that will have an impact. On the profitability side, it's reasonable to e...

Key Points Even in an AI-powered world, Apple should still be in a strong competitive position. The company's robust brand will keep resonating with consumers. Factoring in earnings-per-share gains and valuation changes, it might take over a decade for this "Magnificent Seven" stock to get to $1,000. 10 stocks we like better than Apple › As evidenced by its market cap of $3.9 trillion, Apple (NASDAQ: AAPL) is one of the most valuable businesses on the face of the planet. To get to this point, it's no surprise that the share price has performed exceptionally well. Just in the past decade, it has soared 953% (as of March 2). Investors are always thinking about the future. Is Apple stock headed to $1,000? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Apple's dominant competitive position should remain intact With the ongoing artificial intelligence (AI) spending boom, critics have been disappointed with Apple's lack of progress thus far. Its big tech peers are pouring hundreds of billions of dollars into AI investments. There is a concern that Apple will fall behind. I believe these fears are a bit overblown. In my view, Apple's dominant competitive position, supported by its incredible brand, customer loyalty, and top-notch innovation, isn't going to fade anytime soon. The business should still perform well in a world that might become more AI-driven. That's because Apple has a monster distribution advantage. It has 2.5 billion active devices around the world. And with the iPhone, it sells the single most important hardware device that has been relevant for nearly two decades. There's no reason right now to believe that a totally new product will replace the iPhone and become the key gateway for people to access their digital lives. This supports Apple's staying power over the long term. Investors...

Core Scientific ( CORZ ) Thursday said that it completed the initial closing of a $500 million 364-day loan facility provided by Morgan Stanley ( MS ). The facility includes an accordion feature that provides the potential to increase total commitments by up to an additional $500 million, for total commitments of up to $1 billion, subject to customary terms and conditions. Borrowings under the facility bear interest at a rate of Secured Overnight Financing Rate plus 250 basis points (2.50%). Core Scientific ( CORZ ) plans to use proceeds from the facility for general corporate purposes tied to data center development, including equipment, property, pre-development, and energy procurement costs. More on Core Scientific Core Scientific Hints At Outsized FY2026/FY2027 Prospects - Maintain Buy Core Scientific, Inc. 2025 Q4 - Results - Earnings Call Presentation Core Scientific, Inc. (CORZ) Q4 2025 Earnings Call Transcript Core Scientific to lease 400 MW of data center capacity to new clients in 2026, investor says: report Core Scientific upgraded to Buy at BTIG after CoreWeave deal termination

Freeport-McMoRan Inc. FCX saw a sharp increase in its average unit net cash cost per pound of copper in the fourth quarter of 2025 to $2.22 from $1.40 in the prior quarter, marking a roughly 59% spike. It also climbed 34% year over year. The increase was fueled by a decline in copper sales volumes. Freeport’s copper sales volumes tumbled approximately 29% year over year in the fourth quarter to 709 million pounds, and fell from 977 million pounds in the prior quarter. The downside primarily resulted from the temporary suspension of operations since the mud rush incident at the Grasberg Block Cave mine in Indonesia in September 2025. Freeport's outlook for the first quarter of 2026 suggests higher costs on a sequential basis. It expects unit net cash costs to rise to $2.60 per pound, while projecting a full-year average of roughly $1.75. Lower expected sales volumes are likely to adversely impact costs in the quarter. Higher costs are expected to weigh on the company's margins. Among FCX’s peers, Southern Copper Corporation SCCO reported lower unit costs in the fourth quarter. Southern Copper’s operating cash cost per pound of copper, net of by-product revenue credits, was 52 cents, marking a roughly 46% decline from 96 cents per pound reported in the prior-year quarter. SCCO’s operating cash cost per pound of copper also declined roughly 34% year over year in 2025. BHP Group Limited BHP saw lower unit costs across its Escondida and Copper South Australia operations in the first half of fiscal 2026 (ended Dec. 31, 2025), partly offset by an increase at Spence. BHP expects the unit cost for Escondida to be in the band of $1.20-$1.50 per pound for fiscal 2026. BHP also projects Copper South Australia’s unit cost to be between $1 and $1.50 per pound. Unit costs at Spence are expected to be between $2.10 and $2.40 per pound for fiscal 2026. The Zacks Rundown for FCX Shares of Freeport are up 41.3% in the past six months against the Zacks Mining - Non Ferrous industry’s r...

比亚迪第二代刀片电池首搭10款车型 2026-03-05 20:12:53 来源： 同花顺7x24快讯 分享 文章提及标的 比亚迪 -- 3月5日，比亚迪（002594）董事长王传福在技术发布会上宣布，第二代刀片电池技术将首搭10款车型，涵盖比亚迪（002594）王朝网、海洋网、腾势、仰望。(第一财经)

Getty Images A long time ago, in the pre-pandemic year of 2018, I published a fundamentals-based study of the best and worst US-based airlines and stocks to own or avoid to my Seeking Alpha investment group. Among the likely winners that I identified was Delta Air Lines ( DAL ), while Spirit Airlines ( SAVEQ ) and American Airlines ( AAL ) impressed me the least. Fast-forward nearly eight years, and I revisit the US airline sector to assess the four largest companies once again—the Legacy 3 plus Southwest Airlines ( LUV ). I start today with American, an airline that, in my view, continues to be the riskiest stock to own within its peer group, despite the share price having dropped nearly 70% since the publication of my 2018 study. A Look at the Macroeconomic Landscape The airline business is cyclical by nature, and I believe this statement to be intuitive. For this reason, I think that one needs to have an opinion about the direction of the economy before they can place a high-conviction bet on any airline stock. When looking at my constantly-evolving macroeconomic model, I observe that airline revenues are somewhat reliably predicted by a few leading indicators of economic activity, in the following order of importance: jobless claims (a reflection of the strength in the US job market), consumer expectations of future business conditions (a barometer of travelers' confidence in what lies ahead for the economy), and building permits (likely more of a broad gauge of economic strength rather than something travel-specific). Below is a chart showing how well these indicators have anticipated revenues for the large US airline group since the mid-1990s through the start of the COVID-19 crisis (as most of us know well, the pandemic broke charts and made meaningful analysis nearly impossible until 2023 or thereabouts), on a four-quarter lag basis. The blue line shows the model predictions, while the orange line represents the smoothed historical annual revenues for the Le...