格隆汇3月5日｜综合英国《卫报》、美国全国广播公司等媒体，美国众议院监督委员会当地时间4日投票，通过有关就爱泼斯坦案相关问题传唤美国司法部长邦迪的动议。

CHENG FENG CHIANG/iStock Editorial via Getty Images Six Flags Entertainment ( FUN ) has sold seven parks to EPR Properties for $331M as part of the company’s efforts to optimize its portfolio and bolster its balance sheet. Included in the transaction are Valley Fair in Minnesota, Worlds of Fun in Kansas City, Michigan’s Adventure, the Schlitterbahn Waterpark in Galveston, Texas, Six Flags St. Louis, Six Flags Great Escape in Queensbury NY, and Six Flags La Ronde in Montreal. These parks all generate ~$260M in net revenue and ~$45M in adjusted EBITDA. The proceeds of the sale will be used to pay down debt. Last quarter, the company had $5.18B in long-term debt with cash and cash equivalents of $91M. “By focusing our resources on the parks that we believe have the highest growth potential, we expect to drive operating leverage, expand margins, and accelerate our cash flow generation,” said Six Flags Entertainment CEO John Reilly. The decision to unload seven parks comes in the wake of disappointing fourth-quarter results in which the company fell further into the red with a loss of $0.91 per share. This largely reflected a 9% drop in Q4 admission revenue and a 13.3% drop in attendance. And while expenses were down, this was a result of fewer visitors to the parks and reductions in seasonal labor, some of which were offset by higher property taxes and higher wage costs. Over the past year, shares of Six Flags Entertainment ( FUN ) have consistently underperformed the S&P 500, lagging the benchmark index by 76 percentage points. Shares are down 2% in Thursday's premarket trading. More on Six Flags Six Flags Entertainment Corporation (FUN) Q4 2025 Earnings Call Transcript Six Flags: Can Activist Pressure The Broken Merger? (Rating Upgrade) Six Flags is on watch amid concerns about Middle East tourism trends Six Flags gains after seeing adjusted EBITDA rise in Q4 despite weather disruptions Seeking Alpha’s Quant Rating on Six Flags

Sandwish/iStock via Getty Images In June 2025, I published my first article on FS Credit Opportunities Corp. ( FSCO ), which was a bullish one. The reason why I back then assigned a Buy rating was related mainly to conservative leverage and attractive floating vs. fixed-rate loan book positioning amid a declining interest rate environment. However, a couple of months later, seeing that FSCO had significantly outperformed the Business Development Company ("BDC") index ( BIZD ) - by about 14% on a total return basis - and also recognizing that the Fund had an exposure to bankrupt First Brands business, I thought to myself that it was a timely moment to exit. The increasingly stretched dividend coverage was also what motivated me to assume a bearish stance, as outlined in the article FSCO: Big Downside Risk And Almost Certain Yield Cut (Downgrade). Finally, the presence of some similar yield but higher quality BDC alternatives made the choice even easier. Since that moment, it has been "nothing but net" for my thesis: YCharts Now, such kinds of drawdowns open the door for some logical questions around too aggressive discounting and thus potentially compelling entry points. These could be my initial thoughts from the bull's perspective: FSCO yields 15.5%, which is the highest yield it ever has provided. The Fund trades at ~27% discount to NAV. The ~20% delta in total return performance relative to BDCs is interesting, potentially unjustified given the various overlaps between them. However, in all fairness, I do not think that it is the right time to enter FSCO. Let me flesh out the reasoning below. Thesis review First of all, I would like to establish an important context, which is that I am a structural private credit and/or BDC bull. Many of my closest followers will definitely agree with that. Also, my recent strategic piece on the BDC landscape, I think, clearly confirms that as well: Stop Panicking And Start Buying BDCs. However, being a structural bull on a parti...

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

今年政府工作报告提出，着力稳定房地产市场。中指研究院常务副院长黄瑜表示，今年楼市需求端支持政策将更趋精准，重点聚焦多孩、初婚初育家庭，通过购房补贴、贴息等方式降低购房成本，公积金贷款额度、利率及跨区域使用等政策也将持续优化。 今年政府工作报告提出，着力稳定房地产市场。中指研究院常务副院长黄瑜表示，今年楼市需求端支持政策将更趋精准，重点聚焦多孩、初婚初育家庭，通过购房补贴、贴息等方式降低购房成本，公积金贷款额度、利率及跨区域使用等政策也将持续优化。

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. NVIDIA (NasdaqGS:NVDA) plans to invest US$2b each in Lumentum and Coherent, for a total of US$4b focused on advanced optical technologies. The agreements include multibillion dollar purchase commitments and access rights aimed at securing future supply for AI data centers and high bandwidth connectivity. At MWC 2026, NVIDIA and partners highlighted real world deployments of GPU accelerated, AI driven Radio Access Networks across global telecom networks. The company is positioning these moves as groundwork for next generation AI infrastructure and potential 6G connectivity. NVIDIA sits at the center of AI compute for data centers, and these moves extend its reach deeper into the optical components that move data between chips, racks, and sites. By aligning closely with Lumentum and Coherent, the company is tying critical optical research and future supply to its AI and networking roadmap at a time when demand for bandwidth and power efficiency is a key talking point across the sector. For you as an investor, the pairing of long term supply agreements with live AI RAN deployments at MWC 2026 signals that NVIDIA is working across both the hardware pipeline and the telecom ecosystem, not just the GPU socket. The coming sections will help you think through what this could mean for NVIDIA's role in cloud, telco, and AI infrastructure, and where the main risks and dependencies may sit. Stay updated on the most important news stories for NVIDIA by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on NVIDIA. NasdaqGS:NVDA Earnings & Revenue Growth as at Mar 2026 4 things going right for NVIDIA that this headline doesn't cover. NVIDIA's US$4b commitments to Lumentum and Coherent sit on top of a broader push to control more of the plumbing that links its GPUs inside data centers a...

格隆汇3月5日｜美银证券发表报告，恢复覆盖特斯拉，予其“买入”评级，目标价为460美元。该行预期特斯拉将迅速成为Robotaxi服务的领导者，因其扩张能力比竞争对手更具盈利性。该行估计Robotaxi约占整体估值的52%。随着特斯拉不断优化产品以实现更高水平的自主驾驶，采用率将快速提升，FSD占整体估值的19%。而汽车业务占整体估值21%，预期在电动车监管环境趋严的背景下，特斯拉仍将持续抢占市场份额。 该行对特斯拉人形机器人业务Optimus的估值超过300亿美元，占整体估值2%。Optimus预计将首先应用于制造业，可能取代美国约1300万制造业岗位的一部分，未来还有望进入家庭场景。另外，对能源业务的估值为900亿美元，占整体估值6%，预期特斯拉凭借家用Powerwall电池以及用于公用事业与数据中心的Megapack，将在该领域取得领先份额。

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Citron Research has released a short report on Sandisk (NasdaqGS:SNDK), flagging risks around the cyclicality of NAND flash memory demand even as the company posts strong earnings. The report questions how sustainable current AI driven demand for memory chips may be and warns of a possible reversal in Sandisk’s recent earnings strength. At the same time, NVIDIA is expected to outline a new inference chip architecture that could change how much conventional memory is required in AI workloads. These developments raise fresh questions about Sandisk’s long term growth profile and the resilience of its current profit trends. Sandisk, traded as NasdaqGS:SNDK, is a major supplier of NAND flash memory that is used in data centers, consumer devices, and AI servers. Recent robust earnings and higher guidance have been closely linked to strong AI related demand for memory capacity. The new short report highlights how quickly that demand could shift if buyers slow orders or adjust architectures. For investors, the key issues are how exposed Sandisk is to a cyclical pullback in NAND pricing and whether future AI chips from players such as NVIDIA could reduce or reshape memory needs. The coming months may offer more clarity as Sandisk responds to the short thesis and as NVIDIA sets out its inference roadmap, giving investors more information to assess the durability of Sandisk’s current earnings profile. Stay updated on the most important news stories for Sandisk by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Sandisk. NasdaqGS:SNDK 1-Year Stock Price Chart See which insiders are buying and buying and selling Sandisk following this latest news. Citron’s short call is landing after a very strong run in Sandisk’s share price and a series of upbeat earnings and guidance updates,...

2025年上半年20%以上的营收增速，一季度亏损；下半年营收增速降至个位数，盈利水平提升 2025年四季度，公司营收83.2亿元，同比增长8%，净利润为5.14亿元，同比增加478%。图：视觉中国 【财新网】 3月5日美股盘前，哔哩哔哩（NASDAQ：BILI/09626.HK，下称“B站”）发布2025年四季度及全年业绩，公司全年总营收303.5亿元，同比增长13%；净利润11.9亿元，经调整净利润为25.9亿元，两个口径均同比扭亏。 这是B站首次实现全年盈利，当日美股盘前交易时段，B站股价一度拉升近6%。 B站的业绩主要由广告和内容付费增长驱动。B站在2024年三季度首次实现单季度盈利，2025年上半年保持20%以上的营收增速，在一季度出现亏损；下半年营收增速降至个位数，但盈利水平提升。

The World Bank has earmarked $500 million to rehabilitate the commuter rail network in Kenya’s capital. The project, which is at the concept review stage, will include upgrades to stations, the purchase of rail carriages and other infrastructure investments in Nairobi, according to a note on the lender’s website. The total cost is estimated at $1.7 billion. “The project aims to transform the Nairobi metropolitan area mobility landscape by upgrading the commuter rail into a modern urban rail system, reforming the institutional framework for urban transport, and supporting integrated land-use planning around stations,” the Washington-based lender said. The bank will support feasibility studies and preliminary design work for Kenya’s commuter railway system “including electrification readiness,” and will provide technical assistance for carbon financing opportunities, it said. Policy support under the program includes the “establishment of urban mobility funding mechanisms including potential securitization of the Railway Development Levy,” according to the World Bank note. The project will later be expanded via support studies and design activities related to urban mobility in Kenya’s key secondary cities including Mombasa, Kisumu, Nakuru and Eldoret, it said.

PonyWang/iStock via Getty Images A High-Quality Value Stock Adobe ( ADBE )( ADBE:CA )'s stock is down 57% from its 2025 peak. In February, Anthropic's AI models and agent plugins spooked the market, causing a major pullback among SaaS companies. Some called it the SaaSpocalypse trade. In my view, ADBE's recent selloff has largely been driven by sector beta. In my last 2Q FY2025 analysis , I reiterated a Buy rating on ADBE, arguing that fundamentals remained healthy, though AI monetization was in its early stages. The company's growth even accelerated in 2H FY2025. However, valuation multiples have compressed by almost 50% since my last rating, trading at 11.5x non-GAAP P/E fwd. Six months later, ADBE reported solid 4Q FY2025 earnings, beating all estimates. Key growth metrics, such as ARR and RPO remain resilient. I believe this valuation derating reflects a concern that the company could be in a "value trap" or a potential AI loser. Bears argue that ADBE may face structural growth headwinds due to intensified competition in the digital creation market. For the 1Q FY2026 earnings next week, we should monitor two things: full-year guidance and management's commentary on how to face agentic AI disruptions and integrate them into their products. We've seen dip buyers step in over the past 5 trading days, pushing the stock 7% higher from the bottom. I believe this was a panic selloff, and panic selloffs often create buying opportunities. ADBE is no doubt a high-quality stock, trading at a "dirt cheap" valuation in terms of earnings and FCF, with net cash on the balance sheet. Given this, I'm upgrading it to strong buy as risk and reward become more attractive. 1Q FY2026 Preview: How to Convince Investors You Are an AI Winner? The company model Based on previous guidance, 1Q total revenue is expected to grow 10.3% YoY (high end), which doesn't seem a meaningful slowdown. While full-year revenue could drop below double digits to 9.8% YoY, as indicated in the chart, I don'...

格隆汇3月5日｜匈牙利总理欧尔班当地时间5日在布达佩斯表示，他不会签署任何协议或妥协、通过交易的方式打破乌克兰的石油封锁。他说，匈牙利不会动用军事力量，这不在计划之内，但匈牙利拥有政治和财政手段，迫使乌克兰无条件重启“友谊”输油管道。此外，匈牙利总理府部长古亚什·盖尔盖伊当天在政府信息发布会上表示，目前，“友谊”输油管道处于运营状态，只是因为乌克兰总统下令不得重启。他说，根据匈牙利石油和天然气公司（MOL）管理层提供的证据，以及“乌方拒绝专家前往现场调查这一事实”，足以证明重启管道没有任何障碍。古亚什·盖尔盖伊表示，匈牙利政府将成立一个由能源部国务秘书领导的专业委员会，随时准备对“友谊”输油管道进行检查。

美国稀土公司推进对Round Top项目的整合 寻求对Round Top稀土项目的完全所有权 摘要 据报道，美国稀土公司正准备收购其位于得克萨斯州的Round Top稀土矿床的剩余股份，该交易估值约为7300万美元。这家总部位于俄克拉何马州斯蒂尔沃特的公司计划购买得克萨斯矿产资源公司的所有已发行股票，交易价值约为380万股美国稀土公司股票，从而整合该项目的所有权。 Round Top被认为是美国最大的重稀土矿床之一，含有对电动汽车、机器人、半导体和国防系统中使用的永磁体至关重要的元素。该资产是美国稀土公司构建涵盖采矿、加工和磁铁制造的垂直一体化国内供应链战略的核心。该公司还正在俄克拉何马州开发一家磁铁工厂，以支持这种“从矿山到磁铁”的模式。 此举正值美国政府对关键矿产的政策支持力度加大之际。今年早些时候，美国政府提议提供16亿美元的债务和股权融资方案，并可能以此换取美国稀土公司10%的联邦股权，这是为减少对中国在稀土加工领域主导地位依赖的更广泛努力的一部分。 美国稀土公司股价在2026年3月5日的盘前交易中报19.14美元，较前收盘价上涨约1.22%。 责任编辑：张俊 SF065

全球最大加密货币交易所之一 OKX 周四宣布，获得纽约证券交易所母公司 洲际交易所 （Intercontinental Exchange，ICE） 的少数股权投资后，其估值达到 250 亿美元 。 这一估值远超近期新入场的加密交易所 Bullish 与 Gemini，凸显随着加密货币成为主流金融的重要板块，华尔街大型机构正竞相布局数字资产基础设施。 战略合作细节 ICE 将获得 OKX 加密货币现货价格授权，并推出受美国监管的期货合约。 OKX 将成为 ICE 旗下美国期货与 代币化股票 市场的分销商，触达全球超 1.2 亿用户。 此次投资前，ICE 近期刚入股全球最大预测市场平台 Polymarket 。 分析师认为，在美国前总统特朗普周二表态支持《 数字资产市场清晰法案（Clarity Act） 》后，加密行业或已迎来拐点，熊市或就此终结。 OKX 全球管理合伙人海德尔・拉 菲克 向路透社表示：“曾有窗口期推动《清晰法案》落地，但随着时间推移、中期选举临近，难度越来越大。或许我们当初应先接受市场结构法案，后续再推动修正案。” OKX 竞争对手 Kraken 的银行子公司周三成为首家通过有限用途账户接入美联储支付系统的美国数字资产银行，这是该行业多年来寻求接入美联储数万亿美元支付通道的重大突破。 拉菲克称：“我认为我们未来很可能也会朝这个方向发展，希望不用花六年时间。” 曾是 Coinbase 早期投资者的 ICE，将获得 OKX 董事会一个席位。本次投资条款未披露。 责任编辑：郭明煜

querbeet/iStock via Getty Images By Kelvin Wong European stock markets have underperformed against their US peers at the start of this week, from Monday, March 2, 2026, to Tuesday, March 3, 2026, where the Euro STOXX 50 ( SX5E ) plummeted by 6%, recording its worst 2-day decline since early April 2025, when US President Trump unveiled his global US reciprocal tariffs. On Wednesday, March 4, the European equities managed to stage a comeback due to “bargain hunting”. The German DAX ( DAX:IND ) managed to end Wednesday’s session with a gain of 1.7%, with a similar magnitude seen in the Euro STOXX 50. DAX is still in the red despite Wednesday’s rally Fig. 1: Key global stock indices performances from February 27, 2026 to March 4, 2026 (Source: MacroMicro) Overall, the European stock markets are still trading in the red since last Friday, February 27 till Wednesday, March 4, where the German DAX recorded an accumulated loss of 4.3%, and fared better than several key Asia-Pacific and Emerging Asia stock markets; South Korea’s KOSPI (-18.45), Japan’s Nikkei 225 ( NKY:IND ) (-7.8%), Taiwan’s TWI ( TWSE ) (-7.3%), and Hong Kong’s Hang Seng Index ( HSI ) (-5.2%) (see Fig. 1). The European Union economy is dependent on the Middle Eastern liquefied natural gas, which accounted for approximately 3.5-3.8% of the EU's total gas supply in 2025. The US-Iran war is still showing no signs of de-escalation, and the US Senate has cleared the way for President Donald Trump to continue military attacks on Iran in a vote. Press briefings from the White House so far have offered little clarity on a potential endgame to the conflict, leaving the risk of prolonged oil and gas supply disruptions in the Middle East elevated. Such uncertainty could amplify energy price pressures and inflict near-term economic strain on the European Union, in turn detrimental to European stock markets. Let’s now decipher the short-term (1-3 days) trajectory of the German DAX from a technical analysis perspective....

SHansche Rising tensions between the United States and Iran are drawing renewed attention to the Strait of Hormuz, one of the world’s most strategically important energy corridors. Investors are increasingly focused on the risk of disruptions to the narrow waterway, which serves as a vital transit route for global oil supplies. Roughly 20 million barrels per day of petroleum liquids pass through the Strait of Hormuz, making it the world’s second-largest oil transit chokepoint. Any prolonged disruption could have significant implications for global energy markets and inflation. Market participants are closely watching the probability of such a scenario. On prediction market Kalshi, traders are currently pricing in roughly even odds that Iran could effectively close the Strait of Hormuz for at least seven days. See the probabilities forecasted below when asked: Will Iran effectively close the Strait of Hormuz for 7+ days? Before May of 2026 – 45% chance Before August of 2026 – 55% chance Before 2027 – 53% chance S&P 500 ETFs: ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( FXAIX ), ( VFIAX ), ( VFFSX ), and ( SWPPX ). Energy ETFs: ( XLE ), ( AMLP ), ( VDE ), ( XOP ), ( OIH ), and ( IXC ). Oil ETFs: ( USO ), ( UCO ), ( DBO ), ( OILK ), and ( USL ). Natural Gas ETFs: ( UNG ), ( BOIL ), and ( UNL ). More on markets US10Y climbs above 4.1% and hits a three-week high as inflation expectations rise Institutional investors double down on ETFs as active strategies gain momentum, BBH says Apollo warns Strait of Hormuz disruption could rattle global energy supply Maersk suspends gulf cargo bookings amid Middle East tensions as shipping pressures mount When markets should expect a U.S. — Iran ceasefire; See what prediction markets say

Image source: The Motley Fool. Thursday, March 5, 2026 at 8 a.m. ET Call participants President and Chief Executive Officer — Benjamin Wolff Chief Financial Officer — Trevor Thatcher Investor Relations — Brian Siegel Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- Palladyne AI Corp. PDYN +17.90% ) -- Cost of revenue -- $1.4 million versus $600,000, reflecting higher costs post-acquisition. -- $1.4 million versus $600,000, reflecting higher costs post-acquisition. Research and development expense -- $3.8 million, increased from $2.6 million due to ongoing autonomy, avionics, and product investments. -- $3.8 million, increased from $2.6 million due to ongoing autonomy, avionics, and product investments. General and administrative expense -- $4.7 million, up from $3.5 million, citing acquisition costs and increased G&A scope from acquired entities. -- $4.7 million, up from $3.5 million, citing acquisition costs and increased G&A scope from acquired entities. Sales and marketing expense -- $1 million, up from $600,000, attributed to expanded marketing and business development. -- $1 million, up from $600,000, attributed to expanded marketing and business development. Operating loss -- $9.3 million versus $6.5 million in the prior period, reflecting broader operational scope. -- $9.3 million versus $6.5 million in the prior period, reflecting broader operational scope. GAAP net loss -- $1.5 million, or $0.04 per share, credited largely to a non-cash gain as described in the financial breakdown. -- $1.5 million, or $0.04 per share, credited largely to a non-cash gain as described in the financial breakdown. Non-GAAP net loss -- $6.9 million, or $0.16 per share, with adjustments for warrants, stock-based compensation, acquisition, and a non-cash tax benefit. -- $6.9 million, or $0.16 per share, with adjustments for warrants, stock-based compensation, acquisition, and a non-cash tax benefit. Cash, cash equivalents, and marketable securi...

With AI, cloud computing and digital transformation accelerating worldwide, data generation is growing at an unprecedented pace. Managing this data efficiently has become one of the biggest challenges for modern infrastructure. To address this, Seagate Technology Holdings plc STX has introduced its Mozaic 4+ platform, a breakthrough storage technology built on Heat-Assisted Magnetic Recording (HAMR). It has already secured production-scale deployment with two leading hyperscale cloud providers. Mozaic 4+ drives support capacities of up to 44 terabytes, significantly increasing the amount of data that can be stored on a single drive. Seagate’s long-term plan aims to reach 10TB per disk, enabling hard drives to approach 100TB in total capacity. Mozaic 4+ features a next-generation suspension architecture and an improved system-on-a-chip. These components ensure accurate recording and maintain enterprise-grade reliability even at very high data densities. Each generation of the platform allows capacity upgrades without disruptive technology shifts, enabling hyperscale operators to adopt new drives easily as capacity grows. A key aspect of Mozaic is Seagate’s vertically integrated photonics technology. HAMR drives require extremely precise laser components to heat the disk surface during the writing process. Seagate has invested years in developing its own nanophotonic laser technology, manufacturing these components in-house. The vertical integration provides greater control over component quality and reliability, improves manufacturing yield, strengthens supply chain resilience and expedites customer qualification cycles. While challenges remain, from manufacturing complexity to competition from SSDs, the early adoption by hyperscale cloud providers suggests strong industry confidence in the technology. If Seagate continues to execute its roadmap successfully, Mozaic could become the cornerstone of its competitive edge in the global storage market, positioning the com...

With AI, cloud computing and digital transformation accelerating worldwide, data generation is growing at an unprecedented pace. Managing this data efficiently has become one of the biggest challenges for modern infrastructure. To address this, Seagate Technology Holdings plc STX has introduced its Mozaic 4+ platform, a breakthrough storage technology built on Heat-Assisted Magnetic Recording (HAMR). It has already secured production-scale deployment with two leading hyperscale cloud providers. Mozaic 4+ drives support capacities of up to 44 terabytes, significantly increasing the amount of data that can be stored on a single drive. Seagate’s long-term plan aims to reach 10TB per disk, enabling hard drives to approach 100TB in total capacity. Mozaic 4+ features a next-generation suspension architecture and an improved system-on-a-chip. These components ensure accurate recording and maintain enterprise-grade reliability even at very high data densities. Each generation of the platform allows capacity upgrades without disruptive technology shifts, enabling hyperscale operators to adopt new drives easily as capacity grows. A key aspect of Mozaic is Seagate’s vertically integrated photonics technology. HAMR drives require extremely precise laser components to heat the disk surface during the writing process. Seagate has invested years in developing its own nanophotonic laser technology, manufacturing these components in-house. The vertical integration provides greater control over component quality and reliability, improves manufacturing yield, strengthens supply chain resilience and expedites customer qualification cycles. While challenges remain, from manufacturing complexity to competition from SSDs, the early adoption by hyperscale cloud providers suggests strong industry confidence in the technology. If Seagate continues to execute its roadmap successfully, Mozaic could become the cornerstone of its competitive edge in the global storage market, positioning the com...

以色列炮击黎巴嫩贝鲁特南郊 2026-03-05 22:10:46 来源： 同花顺7x24快讯 分享 总台记者当地时间5日获悉，以色列炮击黎巴嫩首都贝鲁特南部郊区。(央视新闻)

格隆汇3月5日｜美国第四季度劳动生产率增幅超过市场预期，进一步表明企业正努力提升效率以控制成本。美国劳工统计局周四公布的数据显示，第四季度生产率——非农雇员每小时产出——环比折年率增长2.8%，此前的第三季度增幅被上修至5.2%。经济学家的调查中值预测为增长1.9%。近期效率提升的趋势，有助于抑制工资压力，印证了美联储官员的观点，即劳动力市场已不再是通胀来源。对许多企业而言，劳动力成本是最大支出，因此公司会通过引入新技术和设备来提高员工效率。对人工智能（AI）等技术的投入，使部分企业能够以更精简的人手维持运营，这也在一定程度上导致去年招聘偏弱。单位劳动力成本——即企业为生产一单位产出而向员工支付的成本——在第四季度同样上升2.8%。尽管去年年底经济增长放缓，但这在很大程度上反映了美国史上持续时间最长的政府停摆所带来的影响：联邦政府支出出现自1972年以来最大降幅。不过，企业投资仍以稳健速度增长。劳工统计局的报告还显示，2025年全年生产率增长2.2%，劳动力成本上升1.9%。

The title is ironic. There is nothing legendary about Davie McKenzie. Scarcely out of prison after doing time for possession, the fictional hero of this lunchtime play ends up dead, having scored a batch of tainted drugs. It is three days before anyone even notices. That sounds like a spoiler, but it happens surprisingly early in a play that is less about a worthless death than a meaningful life. Surviving him is his cellmate and childhood friend Sean Molloy, good-natured despite circumstance dealing him a bad hand. Naive and powerless he might be, he is desperate to invest significance in the life of a friend who has died so young and needlessly. If a council funeral looks inevitable, Sean can at least try to give the cinematic send-off the film-loving Davie would have wanted. Davie’s life had more in common with the kitchen-sink drudgery of a Ken Loach film than the high-stakes drama of a Hollywood blockbuster, but his head was full of Butch Cassidy and the Sundance Kid, and Sean wants to give him a heroic finale. View image in fullscreen Empathetic … Sean Connor and Afton Moran. Photograph: Tommy Ga-Ken Wan The themes of addiction, recovery and male bonding are familiar from Dancing Shoes, last year’s comedy by the same writers, Stephen Christopher and Graeme Smith. That one went down so well it was brought back as the Christmas offering at Edinburgh’s Traverse. By contrast, The Legend of Davie McKenzie is less certainly constructed, and the interplay of the characters less spiky, for all its good humour and poignancy. Under Jake Sleet’s direction, Sean Connor powers his way through the role of Davie, investing the character with the head-in-the-clouds energy of a young man seeking meaning in big-screen myths. As Sean, Afton Moran is a gentle soul, trying to do right by the friend who has been the only source of stability in an unfortunate life. Supported by Ruaraidh Murray, they paint an empathetic picture.

Broadcom Inc. (NASDAQ:AVGO) reported better-than-expected financial results for the first quarter of fiscal 2026 after the close on Wednesday. The company reported first-quarter revenue of $19.31 billion, beating analyst estimates of approximately $19.20 billion. The company posted adjusted earnings of $2.05 per share for the quarter, beating analyst estimates of $2.02 per share, according to Benzinga Pro. "Q1 AI revenue of $8.4 billion grew 106% year-over-year, above our forecast, driven by robust demand for custom AI accelerators and AI networking. Our AI revenue growth is accelerating, and we expect AI semiconductor revenue to be $10.7 billion in Q2," said Hock Tan, president and CEO of Broadcom. Broadcom expects fiscal second-quarter revenue of approximately $22 billion versus estimates of $20.68 billion. The semiconductor company anticipates second-quarter adjusted EBITDA at 68% of projected revenue. Broadcom shares gained 4.3% to $331.10 in the pre-market trading session. These analysts made changes to their price targets on Broadcom following earnings announcement. B of A Securities analyst Vivek Arya maintained Broadcom with a Buy and lowered the price target from $500 to $450. Rosenblatt analyst Kevin Cassidy maintained the stock with a Buy and raised the price target from $450 to $500. Evercore ISI Group analyst Mark Lipacis maintained Broadcom with an Outperform rating and raised the price target from $490 to $582. Considering buying AVGO stock? Here’s what analysts think: Photo via Shutterstock

Figure Technology Solutions ( FIGR ) on Thursday reported select operating data for the month ended February 28, 2026. Consumer Loan Marketplace Volume saw a multifold rise to $896 million. Available lender supply for the month was $396 million. Dollars in Millions February2026 January2026 M/M Change February2025 Y/Y Change Consumer Loan Marketplace Volume $896 $816 10 % $395 127 % $YLDS In Circulation 1 $588 $376 56 % $0 n.m. Democratized Prime 2 Matched Offers Balance $369 $253 46 % n.m. n.m. Borrower Demand $373 $288 30 % n.m. n.m. Available Lender Supply $396 $263 51 % n.m. n.m. Click to enlarge FIGR +2.03% premarket to $31. Source: Press Release More on Figure Technology Solutions, Inc. Figure: A Buy As Loan Types Increase Figure Technology Solutions outlines capital-light growth strategy with 3.5%-4% net take rate outlook while expanding blockchain ecosystem Figure Technology prices upsized secondary sale at $32/share

Apple Inc. (NASDAQ:AAPL) just unleashed a wave of new hardware — and this time the real story is AI. The tech giant rolled out updated Macs, new silicon and a refreshed iPhone aimed squarely at powering AI workloads across its ecosystem. Wedbush analyst Dan Ives believes the launch lineup could help drive the next upgrade cycle for Apple, with the firm maintaining a $350 price target, implying roughly 33% upside from current levels. AI Silicon At The Core The biggest leap comes from Apple's new M5 Pro and M5 Max chips, built on a Fusion Architecture that combines two dies into a single system-on-chip integrating CPU, GPU, neural engine and unified memory. According to Ives, the chips deliver over four times the peak GPU compute for AI compared with M4, alongside roughly 35% stronger graphics performance. The M5 Pro supports up to 64GB of unified memory and 307GB/s bandwidth, while the M5 Max scales up to 128GB and 614GB/s, giving Apple's devices significantly more headroom for AI-heavy workloads. Macs And A $599 AI Laptop Apple paired the silicon with a refreshed Mac lineup, including new MacBook Air and MacBook Pro models, alongside a surprise entry: the MacBook Neo. Priced at $599 ($499 for education), the Neo targets budget buyers while still running the A18 Pro chip with a 16-core Neural Engine, delivering three times faster on-device AI performance. Ives believes the lineup could broaden the Mac base further, noting nearly half of Mac buyers remain new to the platform, leaving room for incremental growth. iPhone 17e Joins The AI Push Apple also introduced the iPhone 17e, powered by the A19 chip, designed to run generative AI models more efficiently. Starting around $599 and offering 256GB of storage, the device expands Apple's lower-cost lineup while bringing more AI capability to entry-tier phones. For Ives, the takeaway is simple: Apple's expanding lineup of AI-enabled devices could set the stage for the next major hardware cycle — and potentially push the st...

位于阿拉伯联合酋长国的迪拜，凭借其晴朗的天气、安全的环境和基本免税的待遇，已成为全球精英的天堂。 自美伊战争爆发以来，其安全声誉已遭受重创。 甚至在伊朗战争之前，已有迹象表明，迪拜飞速的建设热潮、飙升的房价和普遍的投机行为可能开始降温。 伊朗战争动摇了迪拜作为全球财富中心的地位，大批外籍人士争相逃离，家族办公室和财富管理机构也在重新考虑其在中东的业务布局。 过去十年，位于阿联酋的迪拜成功地将其自身打造成全球精英的避风港。这里阳光充足、安全且基本免税。不断增加的豪华别墅、公寓大楼以及为1%顶层人士提供的各种舒适设施，使迪拜成为无忧财富的终极乐园。 然而现在，迪拜的安全声誉已被打破。 迪拜著名的人工棕榈岛上的五星级酒店棕榈岛费尔蒙酒店遭遇爆炸袭击。一架被击落的伊朗无人机残骸点燃了帆船酒店，迪拜机场也遭到导弹袭击损坏。周二，美国官方在迪拜筑底疑似遭到无人机袭击，引发附近火灾。 “美以对伊朗的战争正在颠覆迪拜至关重要的安全光环，”莱斯大学贝克研究所研究员吉姆·克兰表示。“迪拜的经济模式依赖于外籍居民提供智力、劳力和投资资本。你需要稳定和安全才能吸引聪明的外国人。” 迪拜和阿联酋试图迅速安抚投资者，并对暴力事件轻描淡写。阿联酋国家紧急危机和灾害管理局周六宣布“局势已得到控制”。迪拜警方本周威胁要逮捕并监禁那些发布“与官方公告相矛盾或可能引起社会恐慌”的社交媒体内容的网红。 该地区其他财富中心——包括阿布扎比、多哈和利雅得——也陷入了战争的余波之中。与迪拜一样，它们也将吸引富人作为关键经济政策。然而，迪拜的崛起和对财富资本的依赖在该地区尤为突出。克兰表示，这是因为迪拜不再像其邻国那样依赖石油收入，而是押注于外国人的信心。 “如果持有外国护照的人都逃离，这座城市将无法运转，”他说。“迪拜会彻底停摆。迪拜更容易面临外籍人士大规模外流的风险。” 根据亨利合伙公司的数据，迪拜目前居住着81，200名百万富翁、237名千万富翁（资产达1亿美元或以上）以及至少20名亿万富翁。据亨利估计，2025年和2026年预计有9，800名百万富翁移居迪拜，需求主要来自英国、中国和亚洲其他地区。随着几十年前马克图姆统治家族开始推动经济摆脱对石油的依赖，实现多元化，迪拜建立了经济特区和黄金签证计划，将吸引财富作为一项国家战略有效产业化。 迪拜没有 个人所得税 、资本利得税和遗产税，使其成为超级富豪和家族办...

Torsten Asmus Rocket Lab ( RKLB ) is the top holding in the new Roundhill Space & Technology ETF ( MARS ). The ETF seeks exposure to the space economy and enabling technologies, focusing on space companies powering industries reliant on space infrastructure, including GPS, internet, agriculture, banking, healthcare, and weather forecasting. Roundhill said the ETF is actively managed to allocate across the space value chain, identifying emerging leaders across launch, satellites, and space-enabled data as commercial demand for space infrastructure accelerates. It was noted that McKinsey estimates the global space economy will be worth $1.8T by 2035, up from $630B in 2023. Rocket Lab ( RKLB ) has a 10.3% weighting in the ETF. AST SpaceMobile ( ASTS ) and EchoStar Corporation ( SATS ) are the only other two stocks with a weighting over 6%. Shares of Rocket Lab ( RKLB ) are up 278% over the last 52 weeks. More on Rocket Lab USA Rocket Lab: Neutron Slips Again, Margins Peak But Backlog Saves The Day Rocket Lab: Impressive Results But Another Neutron Delay Rocket Lab Corporation 2025 Q4 - Results - Earnings Call Presentation White House to meet defense contractors on boosting weapons output Drone manufacturers rally amid Middle East tensions; AVAV, KTOS, and DPRO lead gains

Sviatlana Zyhmantovich/iStock via Getty Images Fund Strategy Uses both bottom-up credit research and top-down macroeconomic analysis Seeks to generate excess performance by actively managing the four key elements of total return: duration, yield-curve positioning, sector and credit-quality allocation, and security selection Uses a relative-value approach based on extensive credit analysis that seeks opportunities from changing market trends and pricing inefficiencies to generate excess returns Average Annual Total Returns (%) As Of 12/31/2025* 3 MONTH YEAR TO DATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE FUND INCEPTION (10/06/88)^ California Tax-Free Fund-Inst 1.39 2.35 2.35 3.51 0.35 1.92 5.10 Bloomberg California Municipal Bond Index 1.55 4.11 4.11 3.76 0.76 2.29 — Lipper California Municipal Debt Funds Average 1.53 2.94 2.94 3.89 0.44 2.03 — Click to enlarge *Returns for periods less than one year are not annualized. Figures quoted represent past performance, which is no guarantee of future results, and do not reflect taxes a shareholder may pay on an investment in a fund. Investment return, principal value, and yields of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted and assumes the reinvestment of dividends and capital gains. Current month-end performance is available at the fund's website, allspringglobal.com . Institutional Class shares are sold without a front-end sales charge or contingent deferred sales charge. The fund's gross expense ratio is 0.52%. The fund's net expense ratio is 0.48%. The manager has contractually committed, through October 31, 2026, to waive fees and/or reimburse expenses to the extent necessary to cap the fund's total annual fund operating expenses after fee waivers at 0.48% for the Institutional Class. Brokerage commissions, stamp duty fees, interest, taxes, acquired fund fees and expe...

Dublin, March 05, 2026 (GLOBE NEWSWIRE) -- The "Customer Data Platform - Company Evaluation Report, 2025" report has been added to ResearchAndMarkets.com's offering. The Customer Data Platform Companies Quadrant is a comprehensive industry analysis that provides valuable insights into the global market for Customer Data Platform. This quadrant offers a detailed evaluation of key market players, technological advancements, product innovations, and emerging trends shaping the industry. The 360 Quadrants evaluated over 100 companies, of which the Top 25 Customer Data Platform Companies were categorized and recognized as quadrant leaders. The significance of customer data platforms among industry stakeholders has increased over the forecast period as marketers have become more aware of the capabilities and advantages of these platforms. Marketers have identified customer databases as a key element when designing campaigns targeting specific audiences. Consequently, data platforms have evolved from simple access tools to analytics-driven and campaign-focused CDPs. The creation of real-time customer profiles and the ability to autonomously collect data from first, second, and third-party sources have contributed to the growing adoption of customer data platforms. The global customer data platform market is projected to witness substantial growth between 2025 and 2030, driven by the demand for omnichannel customer experiences and a broader shift toward data-driven marketing and advertising. Additionally, increased enterprise investments and funding to explore growth opportunities, along with advancements in AI and machine learning, are expected to further accelerate the expansion of the CDP market. According to Salesforce, a customer data platform (CDP) is a technology solution that consolidates customer data from various channels, systems, or sources into a unified, real-time customer profile. It serves as a centralized repository for user-level data, bridging gaps betwee...