Amazon.com Inc. ’s cloud unit is launching AI tools for medical practices, the company’s latest effort to broaden the reach of its cloud-computing business into workplace applications. Amazon Connect Health can generate notes from live conversations between doctors and patients; add billing, symptom and procedure codes; and summarize health data from existing medical records. It’s also designed to help patients verify their identity to health care providers and schedule and manage appointments. “We know that health care is absolutely drowning in administrative complexity,” said Dr. Rowland Illing, chief medical officer for Amazon Web Services. Microsoft Corp., Alphabet Inc.’s Google, Oracle Corp. and various startups are also pouring money into AI tools designed to streamline health care bureaucracy. While AWS is the world’s largest seller of rented computing power, data storage and other services, it has struggled to build tools for office workers. Even as Amazon’s cloud unit launched new AI-powered software , it wound down video conferencing and file-sharing products. It has had more luck with Amazon Connect. The software for call-center workers was on track to bring in $1 billion over the course of a year, Amazon said in October . Some features of Amazon Connect Health are integrated with the call-center software. Amazon Connect Health was made available on Thursday. The documentation feature will cost users $99 a month; patient verification will be priced at 15 cents per conversation. The company didn’t announce pricing for the other features, which are in preview.

Vinci Partners ( VINP ) declares $0.17/share quarterly dividend , 13.3% increase from prior dividend of $0.15. Forward yield 5.72% Payable April 2; for shareholders of record March 19; ex-div March 19. See VINP Dividend Scorecard, Yield Chart, & Dividend Growth. More on Vinci Partners Vinci Compass Investments Ltd. (VINP) Q4 2025 Earnings Call Transcript Vinci Compass Investments Ltd. 2025 Q3 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Vinci Partners Historical earnings data for Vinci Partners Dividend scorecard for Vinci Partners

South Dakota Investment Council reduced its stake in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 17.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 308,620 shares of the information services provider's stock after selling 67,376 shares during the quarter. Alphabet accounts for 1.5% of South Dakota Investment Council's portfolio, making the stock its 10th largest position. South Dakota Investment Council's holdings in Alphabet were worth $75,164,000 as of its most recent filing with the Securities and Exchange Commission. Other large investors have also recently added to or reduced their stakes in the company. University of Illinois Foundation acquired a new stake in Alphabet in the 2nd quarter valued at about $31,000. Manning & Napier Advisors LLC acquired a new stake in shares of Alphabet in the third quarter valued at approximately $32,000. Horrell Capital Management Inc. boosted its stake in shares of Alphabet by 100.0% during the 2nd quarter. Horrell Capital Management Inc. now owns 200 shares of the information services provider's stock worth $35,000 after acquiring an additional 100 shares during the period. Tripletail Wealth Management LLC bought a new stake in Alphabet in the 3rd quarter valued at $40,000. Finally, Decker Retirement Planning Inc. lifted its holdings in Alphabet by 60.9% during the 2nd quarter. Decker Retirement Planning Inc. now owns 251 shares of the information services provider's stock valued at $45,000 after purchasing an additional 95 shares during the last quarter. Institutional investors own 27.26% of the company's stock. Get Alphabet alerts: Sign Up Analysts Set New Price Targets Several equities analysts have recently weighed in on GOOG shares. Cantor Fitzgerald reissued a "neutral" rating on shares of Alphabet in a research report on Tuesday, January 20th. Weiss Ratings reissued a "buy (b)" rating on shares of Alphabet in a report on W...

Tower Bridge Advisors lowered its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 7.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 161,998 shares of the enterprise software provider's stock after selling 13,683 shares during the quarter. Oracle accounts for about 4.6% of Tower Bridge Advisors' investment portfolio, making the stock its 5th largest position. Tower Bridge Advisors' holdings in Oracle were worth $45,560,000 at the end of the most recent reporting period. A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. IFG Advisory LLC lifted its stake in shares of Oracle by 11.8% during the 3rd quarter. IFG Advisory LLC now owns 4,878 shares of the enterprise software provider's stock valued at $1,372,000 after buying an additional 515 shares in the last quarter. NewSquare Capital LLC raised its holdings in Oracle by 6.5% during the third quarter. NewSquare Capital LLC now owns 4,554 shares of the enterprise software provider's stock valued at $1,281,000 after acquiring an additional 276 shares during the period. Diversified Portfolios Inc. lifted its position in shares of Oracle by 68.7% in the third quarter. Diversified Portfolios Inc. now owns 3,336 shares of the enterprise software provider's stock valued at $938,000 after acquiring an additional 1,358 shares in the last quarter. JT Stratford LLC boosted its stake in shares of Oracle by 12.6% in the third quarter. JT Stratford LLC now owns 1,691 shares of the enterprise software provider's stock worth $476,000 after acquiring an additional 189 shares during the period. Finally, GW&K Investment Management LLC boosted its stake in shares of Oracle by 8.6% in the third quarter. GW&K Investment Management LLC now owns 1,488 shares of the enterprise software provider's stock worth $418,000 after acquiring an additional 118...

(RTTNews) - Tenaya Therapeutics (TNYA) announced a research collaboration agreement with Alnylam Pharmaceuticals (ALNY), to discover human genetic targets for the potential development of disease-modifying treatments for cardiovascular diseases. Tenaya will validate up to 15 gene targets. Tenaya will receive up to $10 million in the form of an upfront payment, in addition to reimbursement for related costs incurred over the two-year validation term. Alnylam will be responsible for all development and commercialization activities of therapeutics associated with the identified gene targets. Tenaya may be eligible to receive as much as $1.13 billion in development and commercial milestone payments from Alnylam should all genetic targets lead to approved therapeutics for cardiovascular disease. In pre-market trading on NasdaqGS, Tenaya shares are up 11.8 percent to $0.6499. For More Such Health News, 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.

CorMedix (CRMD) came out with quarterly earnings of $0.61 per share, missing the Zacks Consensus Estimate of $0.86 per share. This compares to earnings of $0.22 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -29.07%. A quarter ago, it was expected that this pharmaceutical and medical device company would post earnings of $0.48 per share when it actually produced earnings of $0.57, delivering a surprise of +18.75%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. CorMedix, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $128.62 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 1.03%. This compares to year-ago revenues of $31.21 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. CorMedix shares have lost about 38.8% since the beginning of the year versus the S&P 500's gain of 0.4%. What's Next for CorMedix? While CorMedix has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of...

Berkshire Hathaway Inc. Chief Executive Officer Greg Abel said the conglomerate has no immediate plans to alter its stake in Kraft Heinz Co. after the food company paused its plans to split in two. Kraft Heinz CEO Steve Cahillane surprised investors last month when he announced he would suspend that work and would instead invest $600 million on developing new products and lowering some prices. The move marked another twist in a saga that started roughly a decade ago when Kraft Heinz completed a $46 billion merger spearheaded by Berkshire’s former CEO Warren Buffett . The deal hasn’t delivered for investors, with the stock plummeting since then. But Kraft Heinz’s plans to split had been a disappointment for Berkshire, which filed a registration statement in January that said the firm was seeking to sell its remaining 28% stake in the packaged foods company. Cahillane’s latest move “was absolutely the right approach,” Abel said in an interview with CNBC. “We filed our registration statement really to be in a place that if we ever did sell, we’d be able to. But it’s not that we’re going to take any immediate action currently.” Read more: Kraft Heinz Gave New CEO Wiggle Room to Back Away From Split

阿富汗国防部副发言人塞迪库拉·努斯拉特表示，在过去的24小时内，阿富汗针对巴基斯坦采取了报复性行动，对巴基斯坦境内多个省份的目标发起了攻击，摧毁了其12个哨所，并打死了41名巴基斯坦士兵。据他所说，今天上午，阿富汗方面还对位于俾路支省的巴基斯坦边境军队总部发动了袭击，造成大量巴基斯坦士兵伤亡。（央视新闻）

MercadoLibre (NASDAQ: MELI) reported excellent growth for the fourth quarter of 2025, but its net margin fell by more than four percentage points compared to the same period a year ago. In this video, Motley Fool analysts Matt Frankel and Tyler Crowe discuss MercadoLibre's business and the profitability concerns going forward. *Stock prices used were the morning prices of Feb. 26, 2026. The video was published on Feb. 28, 2026. Continue reading

Maskot/DigitalVision via Getty Images Investment overview I wrote about LegalZoom ( LZ ) previously with a hold rating, as organic growth was weak and I didn’t see any strong catalyst that could turn things around in the near term. I still think a hold rating is the right view. Subscription growth accelerated meaningfully, ARPU turned positive, and management commentary around retention and DIFM was encouraging. Those are real improvements. But I do not think the setup is clean enough for an upgrade yet. 4Q25 earnings This was actually quite a good quarter for LZ. Revenue growth accelerated 500 bps sequentially, from 13% to 18%, with the mix also leaning more toward recurring revenue. Subscription revenue was $130.9 million, up 20% y/y, while transaction revenue was $59.3 million, up 12% y/y. Gross margin also expanded, by 100 bps y/y to 68%, but so have expenses across all key lines. Sales and marketing went up quite a bit to $63 million (vs. $47.5 million in Q4 2024); technology and development increased to $19.5 million (vs. $16.7 million), and general and administrative expenses increased to $33.5 million (vs. $31 million). This led to a delta in topline and bottomline growth, wherein EBIT fell ~$500 million to $12.6 million, and net income fell to $6.1 million (vs. $12.9 million). Lots of good developments, but more is needed Most of the weaknesses/concerns I found last quarter, like weak ARPU, retention, and underlying formation activity, have faded. LZ reported a blowout quarter with subscription growth accelerating to 20% y/y (vs. 13% y/y in 3Q25), subscription units up 10%, and ARPU turned positive (1% y/y growth). As for retention, this was noted to have improved in compliance subscriptions, especially in the younger cohorts. This particular point about younger cohorts matters a lot because it suggests newer customers are finding more value in the product from the start. This points to a healthier funnel, wherein customers are coming in, seeing the value s...

Delta Air Lines ( DAL ) announced that Erik Snell has been appointed chief financial officer. Snell most recently served as chief customer experience officer. Peter Carter has been promoted to president. Dan Janki has been named chief operating officer following the retirement of John Laughter, effective April 30. More on Delta Air Lines Delta Air Lines: Assessing Risks Of War Delta Air Lines: Deleveraging, Margin Discipline, And Valuation Upside From Turbulence To Takeoff: Why Delta Could Become A Solid Dividend Grower Airline stocks dive: AAL, UAL, DAL, ALK fall as Middle East strikes ground flights Global air travel disrupted amid strikes on Iran

BitFuFu ( NASDAQ: FUFU ) on Thursday said its unaudited bitcoin production for February 2026 totaled 227 BTC, slightly down from 229 BTC in January. The company said daily bitcoin production rose to 8.1 BTC from 7.4 BTC in the prior month. BitFuFu held 1,830 BTC as of Feb. 28, up from 1,796 BTC at the end of January. Self-mining production fell to 37 BTC from 46 BTC, while cloud-mining production increased to 190 BTC from 183 BTC. Total hashrate under management declined to 26.4 EH/s from 29.6 EH/s in January, including 3.6 EH/s of self-owned hashrate and 22.8 EH/s from third-party suppliers and hosting customers. Power capacity under management decreased to 463 MW from 520 MW a month earlier. FUFU closed +6.25% at $2.72. Source: Press Release More on BitFuFu BitFuFu: Undervalued After A Full Operational Reset BitFuFu: A Misunderstood Crypto Stock Poised For A Breakout BitFuFu produces 229 bitcoins in January, up ~22% M/M BitFuFu produces 188 bitcoins in December Seeking Alpha’s Quant Rating on BitFuFu

中东的军事行动及其对国际石油环境的影响，不应导致俄罗斯国内燃料价格出现波动。克里姆林宫发言人 佩斯科夫 表示，俄政府正在密切关注局势。 他对记者表示：“在这种情况下，与伊朗冲突相关的国际环境不能、也不应该成为我们燃料价格出现任何波动的原因。当然，政府正在持续监控事态发展。” 佩斯科夫指出，俄罗斯政府以及联邦反垄断局（FAS）正在关注国内燃料价格情况。 责任编辑：陈钰嘉

在今年走进巴塞罗那Fira Gran Via，会发现AI是今年最密集、最醒目的主题。 MWC（Mobile World Congress，世界移动通信大会）2026把主题定为“The IQ Era”，明确指向“智能”。围绕这一主题，运营商、终端厂商、芯片与云服务公司等各家厂商都开始用更具体的方式展示AI：更强的端侧能力、更快的实时翻译、更聪明的影像处理、更接近助理形态的交互。 在这场以AI为核心的展示潮中，小米把展台主题定为“The New Wave of AI”，并用一套更贴近生活动线的结构来组织所有展示：AI Today（掌中设备里的智能）和 AI Tomorrow（走进出行与家庭空间的智能）。从小米 17系列系统级AI能力的 HyperAI、跨设备协同的HyperConnect，SU7 Ultra（纽北7分04.957秒圈速纪录）所呈现的出行智能空间，再到由自研基座大模型MiMo驱动的家庭场景探索，展台里被强调的核心是一条从手机到车、再到家的连续体验。 这样的布局，让小米既与其他厂商有相似之处，也展现出不同的路径。 相似之处在于，小米同样提供了硬件、系统与AI能力的组合，让参观者看到AI如何提升影像、翻译、创作与连接效率；不同之处在于，当许多厂商仍以单品硬件或单个聊天机器人来展示AI的边界， 小米还展示了新时代AI规模化运行的方式——AI+硬件+生态。 截至目前，小米“人车家全生态”已连接设备超过10亿台，覆盖200+产品品类，触达95%日常生活场景，其手机全球月活用户超过7.4亿。 在小米集团合伙人、集团总裁卢伟冰看来，AI的上半场拼模型参数与算力，下半场要把模型能力和具体场景结合，而这恰恰是小米的优势：把AI从屏幕里带出来，放进手机、汽车和家庭空间里。“ 让AI从虚拟世界走向物理世界，这是小米最大的优势。” AI竞争，正在发生变化 如果把过去三年的AI浪潮划分阶段，上半场的关键词几乎高度一致：模型参数、训练成本、推理速度、评测成绩。谁的模型更大，谁的算力更强，谁在榜单上排名更靠前，成为行业最直观的竞争指标。从GPT系列到各类开源模型，技术突破构成了这一阶段最耀眼的叙事主线。 但讨论的重心已经转移了。 在今年的MWC，这个信号更加明显。当模型本身的智能逐渐逼近天花板、差距不断收敛， 竞争的焦点就变成了这些能力是否能够真正进入日常场景。 进入下半场，三重转变正...

Federal Reserve Bank of Richmond President Tom Barkin said the US central bank’s response to the US-Israel war with Iran will depend on how long the impact on the US economy lasts. “Gas prices, obviously, if they’re up, that is inflationary,” Barkin said Thursday on Bloomberg TV . “Textbook monetary policy would be you look through a short-term shock, but you don’t look through a long-term shock, and I think that’s a lot of the assessment people are going to have to make.” Fed officials next meet March 17-18 and have signaled they are likely to hold rates steady for a second straight time, as they seek more progress on inflation. Policymakers have also broadly embraced the view that the labor market is stabilizing, adding to their caution about additional rate cuts after three reductions at the end of 2025.

格隆汇3月5日｜瑞银集团的分析师在报告中指出，回溯1900年以来的数据表明，对于金融市场而言，经济风险已被证明比地缘政治风险更为显著。他们表示，在大多数情况下，投资者若能“看透”地缘政治的噪音，表现会最为出色。分析师们称：“通过对未来全球股票回报率与地缘政治威胁指数进行简单的回归分析，我们发现无论视角是一个月还是一年，两者之间都没有相关性。”然而，地缘政治风险在发生“具有重大经济影响的极端事件”时显然至关重要，分析师举例称，这包括一战、二战以及1973年至1974年的石油危机。但他们指出，这类事件“相对罕见”，从历史上看，经济风险对投资者而言一直更为重要。

波兰中央银行行长提出出售部分黄金储备为国防开支融资，这一消息引发贵金属市场震荡下行。 据彭博周四报道，波兰央行行长Adam Glapinski已就上述计划向总统卡罗尔·纳乌罗茨基（Karol Nawrocki）作出简报 ，拟通过出售约550吨黄金储备中的部分资产，筹集最高达480亿兹罗提（约合130亿美元）的资金，用于支持国防建设。 该方案获得总统方面的背书，被视为替代欧盟防务融资项目的备选路径。 Nawrocki正寻求以国内融资方案替代欧盟"欧洲安全行动"（SAFE）贷款项目，后者因被视为有损波美关系而遭到总统方面的公开批评。若包含央行其他来源的约120亿兹罗提资金，整体方案今年可为国防提供多达600亿兹罗提的额外融资，最终总规模或达1850亿兹罗提，与欧盟拟分配给波兰的SAFE贷款额度大致相当。消息公开后，贵金属市场随即作出反应，现货黄金短线一度下挫约70美元。 然而，这一计划落地困难重重。根据现行法律，波兰央行被明令禁止直接为政府融资；与此同时，总理Donald Tusk明确表态支持欧盟SAFE计划，坚持动用波兰所获440亿欧元份额。两套方案的路线之争，折射出波兰国内总统与政府之间的深层政治裂痕，也令市场对该方案的可执行性存有疑虑。 方案细节：出售黄金、回购套利 据报道援引知情人士称，Glapinski向总统介绍， 波兰国家银行可通过出售其约550吨黄金储备中的部分头寸来实现约480亿兹罗提的账面收益，随后再将黄金买回，以完成资金转化。 此外，央行其他来源可提供约120亿兹罗提，合计今年单年即可释放高达600亿兹罗提的国防融资空间。 另一个可能的操作路径是修改法律，允许央行对黄金储备重新估值以确认利润，再通过专项立法将这部分利润划拨用于国防支出。但报道指出，当年是否能够实现利润支付目前尚不明朗，或需进一步的法律变更予以支撑。 Glapinski在周三与总统的联合发布会上承认该方案存在"法律挑战"，但同时表示其"在国际法层面不构成任何问题"。他表示，该提案可能需要起草专项立法，并与政府方面展开合作，但他排除了动用外汇储备或推出债券购买计划的选项。 政治背景：总统与总理的路线之争 这一融资方案的浮现，根植于波兰国内政治的深度分歧。 Nawrocki由波兰民族主义反对派提名并支持当选总统，Glapinski亦被视为该阵营的盟友。两人共同反对欧盟SAFE计划，其立场与...

Michael Vi/iStock Editorial via Getty Images Okta's ( OKTA ) revealed better-than-expected subscription revenue in its full-year fiscal 2027 guidance , and analysts highlight the identity management company is gaining traction in agentic identity as well. "FY27 total revenue guidance includes a 1-point headwind from shifting professional services to GSI partners, but FY27 subscription revenue guidance of 10% y/y came in above consensus of 9% y/y, which we view as a significant positive, as subscription represents the durable core of the business," said J.P. Morgan analysts, led by Brian Essex, in an investor note. J.P. Morgan retained its Overweight rating and nudged the price target up to $103 from $102. "Agentic identity remains a significant opportunity with Auth0 and Okta for AI agents showing early adoption but not yet meaningfully contributing to the numbers," Essex added. "We think OKTA is set up well for subscription re-acceleration in 2H27 and beyond as these products scale." Jefferies reiterated its Buy rating and $105 price target following the report. "OKTA disclosed it is no longer focused on driving pro services rev as it would rather outsource to partners, specifically system integrators," said Jefferies analysts, led by Joseph Gallo, in a note. "This will result in a 1 pt revenue headwind in FY27, with pro services ending at ~1% of total rev. While on the surface, this doesn't appear noteworthy, we believe this is a smart strategic pivot given we believe some partners may hesitate to prioritize OKTA given the lack of services' dollars around its ecosystem." Finally, RBC Capital Markets maintained its Outperform rating and $108 price target on the stock. "While there was noise around the FY/27 guide on the top and bottom line, we believe it was still solid and sets up well for potential upside to estimates," said RBC analysts, led by Matthew Hedberg, in a note. "Execution consistency is encouraging, and we believe investments in quota capacity and SIs...

Getty Images Royal Gold: Time to Buy The Dip Data by YCharts Royal Gold ( RGLD ) shares are cheap relative to its royalty/streaming peers, and I don't believe the valuation disconnect is justified. The recent dip in its stock price has created a pretty decent entry point for investors looking to add to positions, or start a new one. I've been watching Royal Gold for years. In fact, I first called the stock a buy way back in 2017, at $76 per share . I've never understood why it trades at a persistent discount to Franco-Nevada ( FNV ) and Wheaton Precious Metals ( WPM ). The standard explanation is that Royal Gold is smaller and more gold-focused, but that argument has been weakening for years and basically fell apart with the Sandstorm acquisition. What prompted me to finally write this up is the pullback. RGLD hit $306 in late 2025 and has since drifted down near $280. In a gold market where the metal is above $5,000/oz and every royalty and streaming company should be printing money, Royal Gold is trading at a valuation gap to its peers that I think is unjustified. Recent Earnings, and Sandstorm Acquisition, Are Big Wins Royal Gold is executing - Q4 results were impressive. (Royal Gold) Royal Gold's fiscal year 2025 results were outstanding by any measure. Revenue hit $1.03 billion, up 43% year-over-year. Operating cash flow came in at $705 million, up 33%. Adjusted EBITDA margin was 82%, given the high-margin nature of the royalty and streaming business model. Net income reached $466 million, or $6.69 per share, a 40% increase over the prior year. The Sandstorm Gold Royalties and Horizon Copper acquisition , which closed October 20, 2025, was the main driver of the revenue jump. But what’s impressive is that it wasn't very dilutive, and Royal Gold has been able to maintain a tight share count. The company issued just 18.6 million shares and used its credit facility to finance the remaining portion, keeping the fully diluted share count at approximately 84.4 millio...

格隆汇3月5日｜美联储巴尔金：我支持美联储在市场中所占规模更小、干预更少的思路，我预计当前政策仍处于温和紧缩状态。

JHVEPhoto Broadcom ( AVGO ) weighed in on the debate between co-packaged optics and copper-based interconnects for larger-scale processor racks and has firmly planted its weight behind copper—for now. Tan said the company is “really very, very uniquely” positioned to help its customers and those that just use general-purpose GPUs (such as the ones made by Nvidia (NVDA)) when it comes to networking, via copper. “If you are running—trying to create LLMs and running—creating your own AI data centers and designing it, architecting it, you truly want larger and larger domains or clusters for—and you really want to connect XPUs to XPUs directly where you can,” Tan said on Broadcom's earnings call . “And the best way to do that is to use direct attach copper. That's the lowest latency, lowest power, and lowest cost. So you want to keep doing that, especially in scale-up, as long as possible. In scaling out, we're past that. We use optical. That's fine. But I'm talking about scaling up in a rack, in a cluster domain. You really want to use direct-attach copper as long as you can.” There has been significant optimism about co-packaged optics, which has benefited Lumentum ( LITE ) and Coherent ( COHR ) with significant moves in their respective share prices of late. However, Tan said that even though Broadcom is “the lead” in co-packaged optics, copper is still the best option for connecting larger racks. “We can do it with copper, and we can push the envelope from 100G to 200G to even 400,” Tan added. “We have SerDes now running 400G that can drive distance on a rack to run copper. What all I'm trying to say is you don't need to go run into some bright shiny objects called CPOs, even as we are the lead in CPOs. CPOs will come in its time, not this year, maybe not next year, but in its time.” Credo Technologies ( CRDO ), which makes active electric cables using copper-based interconnects, rose more than 8% in premarket trading. Lumentum and Coherent fell 4% and 5%, respective...

JHVEPhoto Broadcom ( AVGO ) weighed in on the debate between co-packaged optics and copper-based interconnects for larger-scale processor racks and has firmly planted its weight behind copper—for now. Tan said the company is “really very, very uniquely” positioned to help its customers and those that just use general-purpose GPUs (such as the ones made by Nvidia (NVDA)) when it comes to networking, via copper. “If you are running—trying to create LLMs and running—creating your own AI data centers and designing it, architecting it, you truly want larger and larger domains or clusters for—and you really want to connect XPUs to XPUs directly where you can,” Tan said on Broadcom's earnings call . “And the best way to do that is to use direct attach copper. That's the lowest latency, lowest power, and lowest cost. So you want to keep doing that, especially in scale-up, as long as possible. In scaling out, we're past that. We use optical. That's fine. But I'm talking about scaling up in a rack, in a cluster domain. You really want to use direct-attach copper as long as you can.” There has been significant optimism about co-packaged optics, which has benefited Lumentum ( LITE ) and Coherent ( COHR ) with significant moves in their respective share prices of late. However, Tan said that even though Broadcom is “the lead” in co-packaged optics, copper is still the best option for connecting larger racks. “We can do it with copper, and we can push the envelope from 100G to 200G to even 400,” Tan added. “We have SerDes now running 400G that can drive distance on a rack to run copper. What all I'm trying to say is you don't need to go run into some bright shiny objects called CPOs, even as we are the lead in CPOs. CPOs will come in its time, not this year, maybe not next year, but in its time.” Credo Technologies ( CRDO ), which makes active electric cables using copper-based interconnects, rose more than 8% in premarket trading. Lumentum and Coherent fell 4% and 5%, respective...

Neurotechnology company Science Corp. raised $230 million from investors to commercialize its implant for blindness and develop even more advanced brain devices. The fundraising brings Science’s valuation to $1.25 billion, including the new money, according to a person familiar with the situation, who was not authorized to speak publicly. That makes it the second-most valuable brain implant company after Neuralink , Elon Musk ’s startup. It’s also the second-most well-funded, having raised a total of $489 million to date. Investors have poured more than $2 billion into the six major US brain implant companies in recent years, with similar businesses in China growing quickly with government support . The money is enabling them to build computer-brain interfaces to help patients with debilitating conditions, such as letting paralyzed people control computers with their minds or blind people regain some vision. No devices are approved currently by the US Food and Drug Administration for long-term commercial use, so they’re only available in clinical trials. Science is developing the retina implant PRIMA, a chip that sits at the back of the eye and helps blind people see, with the assistance of a special pair of glasses that projects images into the eye. A study published in October in the New England Journal of Medicine showed that the system improved vision in 26 of 32 patients with advanced age-related macular degeneration. The company has submitted it for regulatory review in Europe and the US. “We haven’t seen a new brain-computer interface business like this since the cochlear implant,” said Max Hodak , co-founder and chief executive officer of Science. Cochlear implants allow people to hear by connecting directly to the auditory nerve and are used by hundreds of thousands of people. Neuralink is also developing a chip to restore vision, called Blindsight, which plugs directly into the brain’s visual cortex as opposed to sitting in the eye. It has not published re...

Key Points Social Security retirement benefits provide crucial income for many seniors. I used to want to access these retirement benefits as soon as I became eligible for them. Learning more about Social Security and looking at hard data convinced me to take a different approach. The $23,760 Social Security bonus most retirees completely overlook › I've been working and paying Social Security taxes since I was 16 and got my first job -- and I'm not the only one. Social Security is an earned benefit, so as soon as you start bringing in income, you start contributing to the retirement fund. Since I'll have been paying tax for many decades by the time I get to 62 and become eligible for benefits for the first time, I always thought I would claim Social Security ASAP, once I could. However, I've changed my mind in recent years as I learned more details about the benefits program. 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 » Here are three big reasons for my major mindset shift about when I'll begin my benefits. 1. I did the math on how much extra I'd collect if I waited The first big thing that started to prompt my change of heart about Social Security was seeing the math on how much retirement benefits increase if you wait beyond full retirement age (FRA) to claim them. A Social Security claim at 62 results in a 30% reduction in your standard benefit, based on early filing penalties. This means that if, for example, I was on track for a $2,000 monthly Social Security benefit, I'd cut that down to $1,400 by claiming at 62. If, instead, I waited to claim Social Security until 70, though, I'd increase my monthly benefit. The benefits bump would raise my Social Security income by 24%, giving me $2,480 instead. That's $1,080 more each month, assuming my benefit was around that $2,000 level. Doing the ...

Massive Wave Of Iranian Missiles Pummeled Israel Overnight, As Trump Hopes Of 'Quick Victory' Fading The United States and Israel continue their history-shaping shock and awe style military campaign against Iran , with Israeli forces also now intensifying strikes in Lebanon. Since Saturday, at least 1,230 people have been killed in what's clearly morphed into a regime change operation on Tehran, according to official numbers, which are expected to climb by the day. The war is expanding to nearby countries like Azerbaijan, and possibly even Turkey - in addition to the Gulf states . Crucially, in Washington the US Senate blocked an effort to curb President Trump's Operation Epic Fury, voting 53–47 against a procedural motion aimed at limiting the operation. Meanwhile Iran is going increasingly 'gloves off' in its response , with Tehran officials saying the war is expanding beyond just direct airstrikes. All the while, President Trump is still seeking 'quick victory' - the NY Times says Thursday. It writes, "his calculation has been that he can launch military operations with the loss of few American lives and minimal disruption to the economy. The opening days of the war in Iran are challenging that assumption ." The report continues : Already, six Americans have been killed. Gulf allies are under attack. The stock market wobbled. Gas prices are rising. The U.S. military is spending, by some estimates, hundreds of millions of dollars per day . In Iran, an airstrike on a girls’ elementary school killed 175 people , according to local health officials and Iranian state media, and the Trump administration says it is investigating who was responsible . Smoke above Tehran, via EPA Some of the most important latest developments at the Pentagon as well as CENTCOM headquarters come from fresh reporting in Politico : Trump administration is scrambling to manage the fallout of the Iran war: The Pentagon is requesting additional intelligence officers for at least 100 days , sugg...

印尼首次破獲有日本人參與的電騙案件，拘捕13名日本人。 印尼出入境管理部門周三宣布，近日在首都雅加達市郊茂物縣，拘捕該批日本男子，年齡介乎20至40多歲。 指他們今年二月至五月期間，租用了三處住宅，涉嫌冒充日本警察，和大型通信公司員工，通過視像詐騙日本的長者。 行動中檢獲假警察制服，多部智能手機和電腦等，當局未有公布受害人數及涉案金額。

【文/观察者网 王一】当地时间3月4日，美国参议院以53票反对、47票赞成否决了一项限制总统特朗普在未经国会授权情况下对伊朗发动战争权力的议案。 鉴于共和党在参议院100个席位中占据53席，这一结果几乎完全按党派划线。 其中，来自肯塔基州的共和党参议员兰德·保罗（Rand Paul）倒戈，成为唯一加入民主党人投下赞成票的共和党人；而宾夕法尼亚州民主党参议员约翰·费特曼（John Fetterman）则与共和党人一道投下反对票，他长期公开支持以色列、并不愿限制总统在防卫以色列事务中的行动权力。 美国《纽约时报》4日指出，这次投票是美以联合空袭伊朗4天以来，国会首次对特朗普军事行动进行的明确检验，投票结果凸显出美国政界在对伊战争问题上的严重分歧。美国消费者新闻与商业频道（CNBC）称，随着相关决议未能通过，特朗普实际上获得了继续推进军事行动的默许。 弗吉尼亚州民主党参议员蒂姆·凯恩（Tim Kaine）和保罗在1月就一起提出了该决议，当时特朗普正在中东部署自伊拉克战争以来最大规模的军事集结。两位参议员援引1973年国会通过的《战争权力法》中规定的快速审议程序，要求终止进攻性军事行动。 在投票前的参议院辩论中，凯恩说，“我们正身处一场战争，这场战争已经造成美国人死亡，导致整个地区陷入混乱，威胁越来越大，并且有不断扩大升级的风险”，“我要求参议院去做宪法制定者当年所说我们应该做的事：就战争问题进行辩论并投票”。 而共和党人总体上支持特朗普发动军事行动的决定。在他们看来，伊朗数十年来通过自身力量和地区代理组织针对美国人发动袭击，这一军事行动是正当的。 就连时不时与特朗普起冲突的肯塔基州共和党参议员米奇·麦康奈尔（Mitch McConnell），这次也为特朗普“大胆而强硬”的对伊朗行动进行了辩护。麦康奈尔称，总统在未事先获得国会批准的情况下动用武力的权力“早已确立”。 当地时间3月4日，肯塔基州共和党参议员米奇·麦康奈尔（Mitch McConnell）就限制总统战争权力的议案表态。 社交媒体 但他也警告说，这一行动同样伴随风险，特朗普需要向美国公众说明其整体战略。“我希望政府能够解释清楚，三军统帅的目标与实现这些目标所需的军事和外交手段之间的联系。” 印第安纳州共和党参议员托德·杨（Todd Young）同样投票阻止该决议推进，但他表示对国会此前未能进行更严格的监督感到失望...

This article first appeared on GuruFocus. Alibaba Group Holding (BABA, Financials) said it will create a new task force to accelerate the development of foundation artificial intelligence models following the resignation of a key executive in its Qwen AI unit. According to a company memo, the task force will include Alibaba CEO Eddie Wu, Alibaba Group Chief Technology Officer Wu Zeming and Alibaba Cloud Chief Technology Officer Zhou Jingren. The group will coordinate resources across the company to strengthen its AI development strategy. The move comes shortly after Lin Junyang, the technical leader of Alibaba's Qwen foundational AI models, announced his resignation. Lin confirmed in a post on X that he was stepping down, prompting reactions from several companies in the AI community that praised his contributions to open-source development. Alibaba said advancing foundation models remains a core strategic priority for the company. The firm plans to expand investment in artificial intelligence research and development while accelerating efforts to recruit top talent in the field. Zhou will continue leading Tongyi Laboratory, Alibaba Cloud's research division responsible for developing the Qwen models, while guiding ongoing AI initiatives.

因中東局勢動盪一度關閉的迪拜機場，近日復航，首班從當地飛往內地的航班，昨晚順利回到廣州。 乘客商先生稱：「就在我們下飛機那一刻，全飛機人都在歡呼，落地那一刻就感覺，這心落地了，回到了祖國的懷抱。」 從迪拜起飛的EK362航班，經過六個多小時飛行，於昨晚大約10時抵達廣州白雲機場，飛機上有約360個座位，當中有因局勢滯留中東的中國乘客，包括多個旅行團至少30名遊客。 有乘客家屬和旅行社帶著鮮花接機。這是迪拜機場有限度恢復運營後，首個飛往內地的航班。