How much should energy investors worry about the Trump administration's fast-changing tariff regime? It seems like an important question to ask, but the truth is, it may be focusing on short-term gyrations that really won't have a huge long-term impact on the energy sector. When the U.S. Supreme Court recently struck down some of President Donald Trump's tariffs as unconstitutional, Trump's response was to enact a global 15% tariff on all goods coming into the U.S. for a limited period (other tariffs not affected by the Court's ruling also remain in effect). That means companies that operate internationally in any way (including energy companies) need to continue dealing with tariffs. Here are three things you need to know before you start worrying too much about the administration's tariff moves. 1. Oil and natural gas prices are the important issue The real driver of performance in the energy sector is the price of oil and natural gas. These are highly volatile commodities, prone to rapid and material price changes. The geopolitical events unfolding in recent weeks highlight just how quickly oil prices rise and fall. Tariffs are a part of the story, but not the only factor. And tariffs are really not even the largest factor to consider. 2. Different companies face different levels of exposure That said, not all companies are created equal. For example, Devon Energy (DVN +2.33%) is a large U.S.-based energy company. Tariffs on foreign energy supplies won't have as big an impact on it as, say, such taxes might have on ExxonMobil (XOM 0.11%), which produces oil on a global scale. That said, ExxonMobil's business spans the entire energy value chain, from producing energy to processing and transporting it. That diversification helps to mitigate the impact of both tariffs and commodity price volatility. Devon Energy, as a pure-play producer, will be greatly affected by commodity prices. If you want to step away from commodity risk, you could always buy a midstream-focus...

Key Points The Supreme Court struck down the Trump administration's earlier tariffs. The administration has since imposed tariffs in a new way. 10 stocks we like better than ExxonMobil › How much should energy investors worry about the Trump administration's fast-changing tariff regime? It seems like an important question to ask, but the truth is, it may be focusing on short-term gyrations that really won't have a huge long-term impact on the energy sector. When the U.S. Supreme Court recently struck down some of President Donald Trump's tariffs as unconstitutional, Trump's response was to enact a global 15% tariff on all goods coming into the U.S. for a limited period (other tariffs not affected by the Court's ruling also remain in effect). That means companies that operate internationally in any way (including energy companies) need to continue dealing with tariffs. 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 things you need to know before you start worrying too much about the administration's tariff moves. 1. Oil and natural gas prices are the important issue The real driver of performance in the energy sector is the price of oil and natural gas. These are highly volatile commodities, prone to rapid and material price changes. The geopolitical events unfolding in recent weeks highlight just how quickly oil prices rise and fall. Tariffs are a part of the story, but not the only factor. And tariffs are really not even the largest factor to consider. 2. Different companies face different levels of exposure That said, not all companies are created equal. For example, Devon Energy (NYSE: DVN) is a large U.S.-based energy company. Tariffs on foreign energy supplies won't have as big an impact on it as, say, such taxes might have on ExxonMobil (NYSE: XOM), which produces oil on a gl...

财联社3月6日讯（编辑 牛占林） 流媒体巨头奈飞周四表示，已收购由奥斯卡获奖演员兼导演本·阿弗莱克创立的电影技术公司InterPositive。该公司开发用于电影制作的人工智能(AI)工具，不过相关交易的财务条款尚未披露。 随着媒体行业逐渐接受在内容创作与叙事中应用人工智能，行业态度出现明显转变，迪士尼和派拉蒙等电影公司都在探索将这一技术应用于影视制作。 此前，好莱坞曾对这项新技术可能冲击创意岗位以及知识产权问题表示担忧，并引发了大规模的抗议浪潮。 去年年底，迪士尼宣布允许OpenAI在其Sora AI视频生成器中使用《星球大战》、皮克斯及漫威系列的角色形象。 奈飞首席内容官Bela Bajaria表示：“我们相信，新工具应该扩大创作自由，而不是限制它，也不应取代编剧、导演、演员和制作团队的工作。” 此次收购是奈飞近期的首笔并购交易。此前，该公司曾参与竞购华纳兄弟探索公司的制片与流媒体资产，但在竞争对手派拉蒙-天空之舞提出的报价被认为更具优势后，奈飞最终退出竞购。 据悉，阿弗莱克曾执导并主演奥斯卡获奖影片《逃离德黑兰》，也曾出演《正义联盟》和《消失的爱人》。他于2022年创立InterPositive，开发了一种AI模型，用于理解影像逻辑和剪辑连贯性，同时在现实电影制作环境中遵循电影语言的基本规则，例如处理缺失镜头或光线错误等拍摄问题。该工具主要用于影片后期制作阶段，而不是从零开始生成一部全新的电影。 阿弗莱克表示：“我们还设置了一系列限制机制，以保护创作意图。因此，这些工具旨在以负责任的方式探索AI技术，同时确保最终的创作决策仍掌握在艺术家手中。” 他声称：“我看到其中既存在真正的机遇，也潜藏着真实的风险。但总体而言，我认为这是一项极具意义的技术创新。” 根据奈飞方面的消息，阿弗莱克还将以高级顾问身份加入奈飞公司。InterPositive目前约有十余名员工。

格隆汇3月6日｜美股芯片股短线走低，美光科技(MU.O)跌3.4%，AMD(AMD.O)跌2.2%，英伟达(NVDA.O)跌1.8%。消息称美国拟要求全球范围内AI芯片出口需持有许可证。

‘Valuation Extremely Inexpensive,’ Says Top Analyst After Broadcom (AVGO) Earnings Address Investor Concerns TipRanks

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Anne Czichos Shares of Merck KGaA ( MKGAF ) fell ~8% in Frankfurt on Thursday after the German drugmaker reported its 2025 financials, indicating a revenue decline this year driven by generics targeting its multiple sclerosis therapy Mavenclad. The company projected €5.5B - €6.6B of adjusted EBITDA on €20.0B - €21.1B of net sales, implying a ~1% YoY and ~5% YoY drop compared to 2025 at the midpoint, respectively. The guidance assumed no Mavenclad sales from the U.S., where the drug is losing market exclusivity this month, enabling generic entry, and no potential sales gains from the U.S. launch of a fertility therapy called Pergoveris. For 2025, the company reported €6.1B ($7.1B) in adjusted EBITDA, roughly unchanged from the prior year but meeting analysts’ expectations, while net sales also remained flat at €21.1B ($24.4B), in line with the consensus. “We once again demonstrated our resilience in 2025 in the face of significant geopolitical challenges and strong currency headwinds,” said Merck’s ( MKKGY ) outgoing CEO Belén Garijo, who was recently named as CEO of Sanofi ( SNY ). “The problem is we don’t know how many generics will come and at what point in time,” CFO Helene von Roeder told reporters, according to Bloomberg. “This guidance reflects our current knowledge.” More on Merck KGaA Merck KGaA (MKKGY) Q4 2025 Press Conference Call Transcript Merck KGaA 2025 Q4 - Results - Earnings Call Presentation Merck KGaA 2025 Q4 - Results - Earnings Call Presentation Merck KGaA Non-GAAP EPS of €8.34, revenue of €21.1B; introduces FY26 outlook Seeking Alpha’s Quant Rating on Merck KGaA

As the earnings season winds down, investors are turning their attention to updated quant ratings following the latest round of corporate results. The scores provide a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and revisions after reporting their quarterly performance. Below is a snapshot of large-cap real estate companies with market capitalizations above $10B, highlighting those with the highest and lowest quant ratings after the earnings season, underscoring the stocks that strengthened their fundamentals as well as those that lagged behind. Top-quant rated stocks: Sun Hung Kai Properties ( SUHJY ), Quant Rating: 4.87, Strong Buy. Jones Lang LaSalle ( JLL ), Quant Rating: 4.78, Strong Buy. W. P. Carey ( WPC ), Quant Rating: 4.75, Strong Buy. Realty Income ( O ), Quant Rating: 4.62, Strong Buy. Host Hotels & Resorts ( HST ), Quant Rating: 4.56. Strong Buy. Bottom quant rated stocks: Crown Castle ( CCI ), Quant Rating: 1.05, Strong Sell. SBA Communications ( SBAC ), Quant Rating: 1.25, Strong Sell. Weyerhaeuser ( WY ), Quant Rating: 1.33, Strong Sell. BXP ( BXP ), Quant Rating: 1.36, Strong Sell. American Tower ( AMT ), Quant Rating: 1.47, Strong Sell. More on real estate stocks after earnings season Small-Cap real estate stocks ranked by quant ratings after earnings season Mid-Cap real estate stocks ranked by quant ratings after earnings season

A bearish mood is sweeping through the physical copper market. Even before the war in Iran triggered widespread concerns over a potential hit to global growth, copper sellers were struggling to offload cargoes as demand slumps in China and traders wind down deals to ship copper to the US ahead of potential tariffs. Now copper is caught in a jarring disconnect: the real-world metal market looks increasingly oversupplied, yet futures prices remain at near-record levels thanks to demand from bullish investors. But with excess supplies stacking up in the physical industry and worries over growth building, the crucial question is: how long can it continue? Several traders and producers have moved to offload copper into the spot market in recent weeks, a sharp contrast from just a few months ago when they were paying huge incentives to snap up cargoes. Metal is piling up fast in warehouses around the world — with Shanghai Futures Exchange inventories hitting a record on Friday — as traders and fabricators say demand has weakened noticeably, particularly in key buyer China. And while bulls still outnumber bears by more than two to one on exchanges in London and New York, the balance of power is starting to shift as some funds build short positions and others trim their bullish wagers after the surge in prices. Copper is heading for a 3.7% weekly drop on the London Metal Exchange, hit by both the growing turmoil in the Middle East and a surge in deliveries into exchange warehouses that’s lifted LME stockpiles to the highest in nearly 17 months. Collectively, inventories at the world’s main exchanges have risen by more than 500,000 tons since the start of the year. “As much as copper is a critically important industry and there is well documented underinvestment in new supply, we are in thin air right now,” said Mark Hansen , Chief Executive of trading house Concord Resources Ltd. “Unfortunately, any disappointments set copper up for a bear trade.” The past year in the coppe...

Image source: The Motley Fool. Thursday, March 5, 2026 at 12 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Kevin Crutchfield Chief Financial Officer — Matt Preston Vice President, Sales and Marketing — Zachry Adams Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Adjusted Net Income -- $6.5 million for the fourth quarter, a significant increase from the prior year. -- $6.5 million for the fourth quarter, a significant increase from the prior year. Adjusted EBITDA -- $18.1 million for the quarter and $63 million for the year, up nearly 80% year over year, representing one of the highest figures since 2016. -- $18.1 million for the quarter and $63 million for the year, up nearly 80% year over year, representing one of the highest figures since 2016. Sales Volumes -- Combined potash and Trio sales volumes totaled over 590,000 tons in 2025, marking a 20% increase year over year. -- Combined potash and Trio sales volumes totaled over 590,000 tons in 2025, marking a 20% increase year over year. Trio Sales Records -- Trio sales reached 303,000 tons, a new company record for the product. -- Trio sales reached 303,000 tons, a new company record for the product. Cost Improvements -- Potash cost of goods sold (COGS) per ton improved by approximately 5%, while Trio COGS per ton improved by over 10% relative to last year. -- Potash cost of goods sold (COGS) per ton improved by approximately 5%, while Trio COGS per ton improved by over 10% relative to last year. Trio Pricing -- Fourth quarter average realized Trio price was $379 per ton, 20% higher than the prior year quarter. -- Fourth quarter average realized Trio price was $379 per ton, 20% higher than the prior year quarter. Potash Market Conditions -- Global potash shipments estimated at 75 million tons with projected growth of approximately 1.5 million tons in 2026. -- Global potash shipments estimated at 75 million tons with projected growth of approximately 1.5 million tons in 2026. Safety ...

Key Points 4D Advisors added 95,000 shares of Casella Waste Systems in the fourth quarter. The quarter-end position value increased by $9.30 million as a result. Casella Waste Systems stake now accounts for 5.1% of AUM. 10 stocks we like better than Casella Waste Systems › 4D Advisors reported a new position in Casella Waste Systems (NASDAQ:CWST) in a February 17, 2026, SEC filing, acquiring 95,000 shares worth $9.30 million. What happened According to a SEC filing dated February 17, 2026, 4D Advisors initiated a new position in Casella Waste Systems, acquiring 95,000 shares. The position’s quarter-end value stood at $9.30 million. What else to know This was a new position for the fund, now representing 5.1% of 13F reportable assets under management. Top holdings after the filing: NYSE: TPB: $12.47 million (6.8% of AUM) NASDAQ: CWST: $9.30 million (5.1% of AUM) NYSE: FSS: $7.60 million (4.2% of AUM) NASDAQ: AXON: $7.10 million (3.9% of AUM) NYSE: FICO: $6.76 million (3.7% of AUM) As of Wednesday, Casella Waste Systems shares were priced at $93, down 18% over the past year and well underperforming the S&P 500’s roughly 15% gain in the same period. Company overview Metric Value Price (as of Wednesday) $93 Market capitalization $6 billion Revenue (TTM) $1.8 billion Net income (TTM) $7.9 million Company snapshot Casella Waste Systems offers solid waste collection, disposal, transfer, recycling, and organics services, with additional revenue from marketing recyclable materials and commodity brokerage operations. The firm operates a vertically integrated model, owning and managing collection operations, transfer stations, recycling facilities, and landfills to capture value across the waste management chain. It serves residential, commercial, municipal, institutional, and industrial customers across the northeastern United States. Casella Waste Systems is a leading integrated waste management company in the northeastern U.S., leveraging scale and operational control acros...

On February 17, 2026, Portolan Capital Management disclosed in a U.S. Securities and Exchange Commission (SEC) filing that it sold 295,203 shares of e.l.f. Beauty (NYSE:ELF) in the fourth quarter, an estimated $29.06 million trade based on quarterly average pricing. According to an SEC filing dated February 17, 2026, Portolan Capital Management reduced its position in e.l.f. Beauty by 295,203 shares during the fourth quarter. The estimated value of the shares sold was $29.06 million, based on the average share price for the quarter. The quarter-end value of the position dropped by $49.96 million, a figure that includes both the impact of the share sale and changes in the stock price. The company has demonstrated strong financial performance, supported by robust revenue growth and expanding profitability. e.l.f. Beauty, Inc. offers products through national and international retailers, direct-to-consumer e-commerce, and international distributors, positioning it within the consumer defensive sector. Continue reading

格隆汇3月6日｜美股延续跌势，纳指短线下挫，现跌近1%，道指跌约2%，标普500指数跌1.2%。

Key Points CPI Card stock beat on sales but missed on earnings this morning. Free cash flow soared 21% year over year in 2025. 10 stocks we like better than Cpi Card Group › CPI Card Group (NASDAQ: PMTS) stock soared 41.4% through 11:50 a.m. ET Thursday, breaking above a $200 million market capitalization again for the first time this year, despite reporting only mixed results for fiscal Q4 2025. Heading into the report, analysts forecast the credit card manufacturer to earn $0.69 per share on sales of $145.2 million. In fact, earnings were only $0.62 per share -- but sales raced past expectations to land at $153 million. 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 » CPI Q4 earnings Americans love their credit cards. According to recent research from The Motley Fool, 81% of Americans have at least one -- and 31% of us carry four or more! That's good news for CPI, which makes the cards so that banks can hand them out to customers. CPI's sales surged 22% year over year, driven by debit and credit card sales up 40%... but offset by a 27% decline in the company's smaller prepaid debit card business. Gross profit margins slipped 260 basis points to 31.5%. Net income grew 9% regardless. For the full year, CPI reported 13% sales growth, 31.3% gross profit margin (down 430 b.p. from 2024), and a 23% decline in net income. Free cash flow came in substantially ahead of reported net income, however -- $41.3 million, up 21% year over year. Is CPI Card stock a buy? Valued at $200 million, CPI stock trades for a 5x price-to-free cash flow ratio, which seems cheap. Don't forget to add the company's $265 million in net debt, though, which more than doubles CPI's enterprise value. To still be a buy after today's share price surge, I'd want to see CPI continue growing FCF in at least the low double-digits. With m...

格隆汇3月6日｜俄勒冈州总检察长：十二个美国州预计将提起诉讼，以阻止特朗普政府最新出台的全球性关税。

Key Points Lemonade's customer base and average premium per customer both grew at healthy rates in Q4. The company expects to report positive adjusted EBITDA by the end of the year. The market has been losing its appetite for unprofitable companies and those investing heavily in AI-related endeavors. 10 stocks we like better than Lemonade › In the fourth quarter of 2025, Lemonade's (NYSE: LMND) customer count increased by 23% year over year, its premiums per customer rose 7%, and its revenue grew by 53% -- all solid improvements. The upstart insurance company believes its results are starting to validate its strategy of utilizing artificial intelligence (AI) at the core of its operations. While it isn't profitable now, management forecasts that it will report positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in Q4 2026. 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 » Its recent earnings report was encouraging, but it still wasn't enough to prevent Lemonade's stock price from plummeting by roughly 36% in February. Multiple reasons for the dip Sometimes a company's stock price will fall due to a clear, singular piece of news. For Lemonade in February, it appears that a convergence of factors contributed to the stock's decline. First, investors appear to be growing impatient with companies that are investing heavily in AI. From companies building out data centers to those implementing AI software into their day-to-day operations, shareholders are increasingly anxious to see those investments start to show signs of paying off. Lemonade was built on the premise that it could use AI to disrupt the insurance industry, but it has yet to fully deliver on that idea, as it's still not profitable. Second, during this period of geopolitical and macroeconomic uncertainty...

Moby summary of Cracker Barrel Old Country Store, Inc.'s Q2 2026 earnings call

美股道琼斯指数跌幅扩大至2%，报47759.04点。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Sandwiched between Colombia and Peru - the world's largest producers of cocaine - Ecuador has become a key country through which illicit drugs transit from South America to the US, Europe and as far as Australia.

Micron's New Moat: The AI Memory Supercycle MarketBeat

(RTTNews) - Manhattan Associates, Inc. (MANH), Thursday announced that its Board has approved the expansion of share repurchase program to $500 million from $100 million, effective immediately. The company may make repurchases in the open market or otherwise in those quantities, at those prices, and in a manner, and on terms and conditions, as management determines are in the best interests of the company. Currently, MANH is moving up 3.21 percent, to $148.15 on the Nasdaq. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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美国拟定新规，要求全球人工智能芯片出口必须获得许可 2026-03-06 01:32:51 来源： 同花顺7x24快讯 分享 文章提及标的 人工智能 -- 美国拟定新规，要求全球人工智能（885728）芯片出口必须获得许可，关注芯片审查是为了设定条件，而不是为了禁止芯片。（新浪财经）

In a market where many high-flying technology stocks are facing intense scrutiny and volatility, semiconductor giant Micron Technology (NASDAQ: MU) is decisively breaking from the pack. Micron Technology’s stock price has risen by more than 340% over the past year, demonstrating powerful upward momentum that is outpacing the broader market’s gains. This striking divergence signals a fundamental shift that watchful investors are beginning to notice. The narrative of the artificial intelligence (AI) revolution is entering a new chapter. While the spotlight has long been on the makers of powerful graphics processing units (GPUs), the industry’s most critical bottleneck has quietly moved to the advanced, high-speed memory required to utilize them. This pivot places Micron squarely at the center of the AI hardware boom’s next lucrative phase. Why AI’s Thirst for Memory Is a Golden Opportunity The development of sophisticated AI models is one of the most computationally demanding tasks ever undertaken. At the heart of this process are GPUs, but their power is entirely dependent on how quickly they can access data. This is where High-Bandwidth Memory (HBM) becomes the kingmaker. Think of a GPU as a world-class factory; HBM is the high-speed logistics network that ensures raw materials (data) are delivered fast enough to keep the production lines running at maximum capacity. Without sufficient memory bandwidth, the AI factory will quickly grind to a halt. This indispensable role has turned HBM into a golden ticket. The market is a tight oligopoly, with Micron, SK Hynix, and Samsung (OTCMKTS: SSNLF) being the only major suppliers capable of producing HBM at scale. This limited supply of a mission-critical component has given Micron immense pricing power, a reality now clearly visible in its financial statements. In its first fiscal quarter of 2026, Micron reported an earnings per share (EPS) of $4.78, crushing analyst estimates of $3.77. The company's forecast for its second...

美國土安全部長諾姆被免職 將轉任西半球事務特使 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國國土安全部長諾姆被免職，將轉任西半球事務特使。 諾姆在田納西州納什維爾市出席活動時沒有談及自己被免職，她之後發文感謝總統特朗普的任命，期待與國務卿魯比奧等人合作打擊販毒集團。特朗普早前發文宣布，提名俄克拉荷馬州參議員馬林接替諾姆出任國土安全部長，月底生效。特朗普讚揚諾姆過往工作表現良好，在加強邊境執法等任務取得驚人成果。馬林感謝特朗普任命他帶領國土安全部，會盡力爭取民主共和兩黨議員支持，白宮指期望國會盡快通過任命。

格隆汇3月6日｜俄勒冈州司法部长：十二个美国州预计将提起诉讼，以阻止特朗普政府最新出台的全球性关税。

伊朗局勢｜美戰爭部長指火力將大幅增強 以色列宣稱行動進入下一階段 【有線新聞】美國眾議院否決限制特朗普向伊朗發動進一步軍事行動權力議案，戰爭部長海格塞斯宣稱針對伊朗的火力將大幅增強，以色列宣稱行動進入下一階段。 伊朗革命衛隊則發射海巴爾—謝坎中程彈道導彈及出動無人機，再空襲以色列中部及特拉維夫反擊，美軍中央司令部出動B-52轟炸機，聲稱過去72小時擊中伊朗200個目標，包括一個太空指揮部門，行動至今炸毀逾30艘伊朗船艦，亦令伊朗的彈道導彈攻擊次數大減9成。戰爭部長海格塞斯稱，美軍行動剛剛開始，重申有足夠彈藥展開行動。以軍則宣稱過去一天摧毀伊朗8成防空系統及逾6成彈道導彈發射台。