The Iran war is shaking up investors, and it's had wide range of impacts on global markets. Oil prices have spiked, up 22% from the end of last week, and defense and shipping stocks have surged as well, as shippers have benefited from higher rates due to the closing of the Strait of Hormuz. However, rising oil prices have created a number of losers as several sectors are sensitive to oil prices. Asian stocks have plummeted as markets like Korea and Japan depend on oil and gas from the Middle East. Travel is another sector that has gotten hammered. Fuel accounts for a significant share of travel companies' budgets, including airlines and cruise lines, and it also creates geopolitical risk as airspace has been disrupted, and people typically don't want to travel to war zones. Travelers in Dubai and other Gulf destinations are struggling to find flights out. Here are two travel stocks that are falling on the news. 1. Carnival Carnival (CCL 3.87%) is the world's biggest cruise line, so it would seem to have the most at risk from rising oil prices and geopolitical disruption. Carnival operates some sailings out of Dubai, but it cut the season short due to the outbreak of the war. It also cancelled port calls at Puerto Vallarta in Mexico. Expand NYSE : CCL Carnival Corp. Today's Change ( -3.87 %) $ -1.08 Current Price $ 26.93 Key Data Points Market Cap $39B Day's Range $ 26.71 - $ 28.40 52wk Range $ 15.07 - $ 34.03 Volume 857K Avg Vol 21M Gross Margin 29.58 % Dividend Yield 0.54 % The stock is down 15% since the market close last Friday due to the expected impact on its business. Carnival has put together an impressive comeback since the pandemic, but cruise lines remain at risk from global events like wars and natural disasters. Carnival hasn't commented on the impact of the war, but we should get an update in its earnings report due out on March 19. Carnival's cruises are concentrated in the Caribbean, so most of its sailings won't be disrupted, but the price of oil cou...

Key Points Rising oil prices and travel disruptions have weighed on the travel sector. Carnival has canceled its cruises in the Gulf region and will likely feel an impact for higher oil prices. American Airlines was struggling before the war broke out, and its profits are likely to fall on rising fuel costs. 10 stocks we like better than Carnival Corp. › The Iran war is shaking up investors, and it's had wide range of impacts on global markets. Oil prices have spiked, up 22% from the end of last week, and defense and shipping stocks have surged as well, as shippers have benefited from higher rates due to the closing of the Strait of Hormuz. 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 » However, rising oil prices have created a number of losers as several sectors are sensitive to oil prices. Asian stocks have plummeted as markets like Korea and Japan depend on oil and gas from the Middle East. Travel is another sector that has gotten hammered. Fuel accounts for a significant share of travel companies' budgets, including airlines and cruise lines, and it also creates geopolitical risk as airspace has been disrupted, and people typically don't want to travel to war zones. Travelers in Dubai and other Gulf destinations are struggling to find flights out. Here are two travel stocks that are falling on the news. 1. Carnival Carnival (NYSE: CCL) is the world's biggest cruise line, so it would seem to have the most at risk from rising oil prices and geopolitical disruption. Carnival operates some sailings out of Dubai, but it cut the season short due to the outbreak of the war. It also cancelled port calls at Puerto Vallarta in Mexico. The stock is down 15% since the market close last Friday due to the expected impact on its business. Carnival has put together an impressive comeback since the pandemic, ...

格隆汇3月6日｜西班牙国防部长：（针对拦截的伊朗导弹）西班牙的防空系统提供了足够的信息，使得导弹得以被拦截。

据伊朗官方媒体报道，伊朗声称已用导弹击中一艘油轮。 英国海军报告称，一艘在伊拉克领水锚泊的油轮发生剧烈爆炸。 本周油价已飙升约20%。自上周以来，零售汽油价格已上涨近27美分，至每加仑3.25美元。 随着伊朗战争升级扰乱全球燃料供应，且油轮遭袭导致霍尔木兹海峡交通停滞，美国原油价格周四突破每桶80美元。 截至美国东部时间下午2：19，西得克萨斯中质原油价格最新上涨8.92%，即6.66美元，至每桶81.32美元。全球基准布伦特原油价格上涨5.21%，即4.24美元，至每桶85.64美元。本周油价已飙升约20%。 据驾车者组织AAA称，自上周以来，美国零售汽油价格已上涨近27美分，平均达到每加仑3.25美元。该组织表示，上一次汽油价格出现类似上涨是在2022年3月俄罗斯入侵乌克兰之后。 据伊朗官方媒体报道，伊朗声称已用导弹击中一艘油轮。据官方媒体报道，伊朗革命卫队本周早些时候下令关闭霍尔木兹海峡，并威胁要袭击通过该海峡的油轮。 英国海军周四报告称，一艘在伊拉克领水锚泊的油轮发生剧烈爆炸。该船船长报告称看到一艘小船逃离现场。船员安全，没有火灾报告。 自美以对伊朗开战以来，由于船东担心动荡的安全局势，通过霍尔木兹海峡的油轮运输已陷入停滞。全球约20%的石油消费通过该海峡出口。 美国总统唐纳德·特朗普周二表示，美国将为通过该海峡的油轮提供政治风险保险。特朗普表示，如有必要，美国海军将护送船只通过波斯湾。 白宫新闻秘书卡罗琳·莱维特周三告诉记者，特朗普政府对于该海峡何时能再次对商业航运安全开放没有给出时间表。 “我不想给出时间表，但这当然是战争部和能源部正在积极计算的事情，”莱维特在被问及此事时表示。 责任编辑：张俊 SF065

Shares of AST SpaceMobile (ASTS 12.30%) slipped 28.8% in February, according to data from S&P Global Market Intelligence. After appreciating by 300% over the last two years and hitting a peak of over $100 in early January, the stock tumbled when management decided to raise a large amount of capital. The satellite internet company is still up from under $3 in 2024 to over $90 as of this writing in March 2026, making it a massive winner for shareholders in recent years. Here's why AST SpaceMobile stock was falling in February, and whether investors should act now and buy the dip with the stock below $100. Expand NASDAQ : ASTS AST SpaceMobile Today's Change ( -12.30 %) $ -12.90 Current Price $ 91.99 Key Data Points Market Cap $29B Day's Range $ 91.14 - $ 103.81 52wk Range $ 18.22 - $ 129.89 Volume 12M Avg Vol 16M Gross Margin -14399.31 % Raising funds, ambitious plans AST SpaceMobile is building a satellite constellation to help directly connect the internet to devices such as smartphones without the need for a satellite terminal that is used for existing networks such as Starlink. It is partnering with telecommunications giants such as Verizon and Vodafone to sell its capabilities to customers, which it hopes will greatly accelerate its revenue-generating potential. Building its satellite constellation requires major upfront investments. AST SpaceMobile has to manufacture its satellites and work with launch partners to get them to orbit. To take advantage of its rising share price, AST SpaceMobile just raised $1 billion in low-interest rate convertible notes due in 2036, which shored up its balance sheet. The company needs the funds, with its free cash flow at negative $1.1 billion over the last twelve months. Management wants 45-60 satellites in orbit by the end of 2026 to bring its satellite internet services to North America, Western Europe, and Japan, but it will be an expensive journey to get there. Investors are also likely nervous about continued share dilution...

Key Points AST SpaceMobile just made a massive fundraising round, which brought some air out of the share price. The company has an ambitious plan for satellite internet with its upcoming constellation deployment. Shares of AST SpaceMobile stock look extremely expensive right now. 10 stocks we like better than AST SpaceMobile › Shares of AST SpaceMobile (NASDAQ: ASTS) slipped 28.8% in February, according to data from S&P Global Market Intelligence. After appreciating by 300% over the last two years and hitting a peak of over $100 in early January, the stock tumbled when management decided to raise a large amount of capital. The satellite internet company is still up from under $3 in 2024 to over $90 as of this writing in March 2026, making it a massive winner for shareholders in recent years. Here's why AST SpaceMobile stock was falling in February, and whether investors should act now and buy the dip with the stock below $100. 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 » Raising funds, ambitious plans AST SpaceMobile is building a satellite constellation to help directly connect the internet to devices such as smartphones without the need for a satellite terminal that is used for existing networks such as Starlink. It is partnering with telecommunications giants such as Verizon and Vodafone to sell its capabilities to customers, which it hopes will greatly accelerate its revenue-generating potential. Building its satellite constellation requires major upfront investments. AST SpaceMobile has to manufacture its satellites and work with launch partners to get them to orbit. To take advantage of its rising share price, AST SpaceMobile just raised $1 billion in low-interest rate convertible notes due in 2036, which shored up its balance sheet. The company needs the funds, with its free cash flow a...

美国贸易代表办公室周四表示，美国与墨西哥谈判代表将于3月16日当周起举行双边磋商，这是对《美国—墨西哥—加拿大协定》开展联合审议的一部分。 根据美国贸易代表办公室的一份声明，美国贸易代表贾米森・格里尔与墨西哥经济部长马塞洛・埃布拉德已指示谈判代表就相关措施启动范围界定磋商，以确保该贸易协定的红利主要惠及各方，其中包括减少对区域外进口商品的依赖。 声明称，谈判代表预计将在联合审议期间定期举行会晤。 责任编辑：李肇孚

Universal Music Group press release ( UMGNF ): Q4 revenue of €3,605M increased 4.8% year-over-year. Adjusted EBITDA of €810M increased 1.4% year-over-year. More on Universal Music Group Universal Music Group: Strategic Initiatives Should Drive Growth This Year Universal Music Group: Will UMG's Value Proposition Endure In The AI Era? Seeking Alpha’s Quant Rating on Universal Music Group Historical earnings data for Universal Music Group Dividend scorecard for Universal Music Group

Liz Ann Sonders, chief investment strategist at Charles Schwab, joins Katie Greifeld on "Bloomberg Markets" as investors assess risks from the war in Iran. (Source: Bloomberg)

The Dan Ives Wedbush AI Revolution ETF (IVES), managed by popular tech analyst and wearer-of-loud-sport-jackets Dan Ives, is a fund I first covered in this article last September. Launched during a period of peak artificial intelligence (AI) euphoria, the current landscape has turned into a rigorous stress test for the AI revolution thesis. As shown here, it has been a rollercoaster ride resulting in no real gain since then. The exchange-traded fund (ETF) is currently off year-to-date, reflecting a broader pivot in market sentiment. Investors are no longer buying the dream but are instead demanding proof of monetization. The primary challenge for IVES in this environment is its heavy concentration in the high-multiple technology and communication services sectors, which together account for more than 75% of the portfolio. Is the IVES ETF a Tragedy in the Making? While IVES has used the tailwinds of Mr. Ives' surge in popularity amid the AI melt-up over the past few years, it is timely to recall that Shakespeare line from his iconic play Julius Caesar: Beware the Ides of March. Except in this case, the tragedy could be the listed price of the IVES ETF, should the AI trade take a tumble. While the fund includes hardware stalwarts like Nvidia (NVDA) and Taiwan Semiconductor (TSM), it is also deeply exposed to software and platform giants that are facing a new and distinct threat known as AI disruption risk. Software stocks across the board were recently hit by fears that new generative AI coding and automation tools might actually cannibalize the traditional subscription models of established firms. This narrative has caused a significant rotation out of software-heavy tech ETFs and into hardware or defensive sectors, leaving funds like IVES vulnerable to sharp downward swings when the software side of the AI trade falters. If the AI trade continues to struggle through the remainder of March, the fundamental narrative for IVES could shift from one of growth to one of v...

Pete Hegseth, the US defence secretary, has urged Latin American countries to adopt a more aggressive approach against drug cartels, warning that the Trump administration may otherwise act unilaterally in the region. Hegseth’s remarks come in a context of escalating US intervention in the region, both militarily and in elections, which culminated in the capture of Venezuelan dictator Nicolás Maduro – the first US ground military attack on a South American country. For months, the Trump administration has used the so-called “war on drugs” to justify strikes on small boats that have killed 152 people and the months-long military build-up along Venezuela’s borders – although the US president later admitted that his main objective was the country’s vast oil reserves. “America is prepared to take on these threats and go on offence alone if necessary. However, it is our preference, and it is the goal of this conference, that in the interest of this neighbourhood, we all do it together with you,” said Hegseth in a speech to defence leaders from countries aligned with Donald Trump at US Southern Command in Miami. Representatives from 16 Latin American and Caribbean countries attended the event, named the 2026 Americas Counter Cartel Conference. The attendees included delegations from Argentina, Bolivia, Ecuador, Chile, Paraguay, El Salvador, Honduras and the Dominican Republic, but three key nations with a significant share of drug production or trafficking – Colombia, Mexico and Brazil – did not attend. In recent decades, the US has invested billions of dollars in military aid to Latin American allies, yet cocaine production is at a record high and global drug prices are at historic lows. White House homeland security adviser Stephen Miller – seen by many as one of the main advocates of the attack on Venezuela – argued that drug cartels can only be defeated with military force. “What we have learned after decades of effort is that there is not a criminal justice solution t...

Visa (V 0.59%) is one of the most dominant forces in the world of payments. Just in the latest fiscal quarter (Q1 2026, ended Dec. 31), it handled a whopping $4.5 trillion in payment volume. It's available in 200 countries and territories. And there are billions of its cards in use around the globe. No one will argue about the merits of this company, but investors are certainly wondering about the upside potential of its stock. Some are even wondering if this stock can hit major milestones. For instance, can this financial stock increase 208% from its current price of $324.33 (which is 13% below its peak) to reach $1,000 per share in the future? Looking at the past Over the last decade, Visa's stock has climbed by 338% (as of March 4). So shareholders are accustomed to seeing strong gains historically that outperform the S&P 500 index. The most important tailwinds, unsurprisingly, are ongoing revenue and profit growth. Between fiscal 2015 and fiscal 2025 (ended Sept. 30, 2025), Visa's net revenue increased by 200%. At the same time, its diluted earnings per share (EPS) climbed 380%. The company handles more payment volume each year, with a higher number of active cards and merchant acceptance locations, as cashless transactions continue to become more widespread. What's more, Visa's powerful network effect, supported by its two-sided ecosystem, creates its wide economic moat. This drives financial performance. However, this is a more mature business in 2026. Visa carries a sizable market cap of $619 billion. And going forward, growth should naturally moderate. Expand NYSE : V Visa Today's Change ( -0.59 %) $ -1.90 Current Price $ 318.57 Key Data Points Market Cap $611B Day's Range $ 314.80 - $ 322.74 52wk Range $ 299.00 - $ 375.51 Volume 307K Avg Vol 7.7M Gross Margin 78.02 % Dividend Yield 0.79 % Earnings will drive investment gains Visa usually never qualifies as a cheap stock. Right now, the price-to-earnings (P/E) ratio is 30.4. This represents a 21% premium to ...

Key Points Visa shares have generated a more than fourfold total return in the past 10 years, driven by durable revenue and profit gains. Based on its impressive financial profile and network effect, this business deserves its premium valuation. Assuming a 12.5% annualized increase in earnings per share, Visa stock will reach $1,000 in a decade. 10 stocks we like better than Visa › Visa (NYSE: V) is one of the most dominant forces in the world of payments. Just in the latest fiscal quarter (Q1 2026, ended Dec. 31), it handled a whopping $4.5 trillion in payment volume. It's available in 200 countries and territories. And there are billions of its cards in use around the globe. No one will argue about the merits of this company, but investors are certainly wondering about the upside potential of its stock. Some are even wondering if this stock can hit major milestones. For instance, can this financial stock increase 208% from its current price of $324.33 (which is 13% below its peak) to reach $1,000 per share in the future? 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 » Looking at the past Over the last decade, Visa's stock has climbed by 338% (as of March 4). So shareholders are accustomed to seeing strong gains historically that outperform the S&P 500 index. The most important tailwinds, unsurprisingly, are ongoing revenue and profit growth. Between fiscal 2015 and fiscal 2025 (ended Sept. 30, 2025), Visa's net revenue increased by 200%. At the same time, its diluted earnings per share (EPS) climbed 380%. The company handles more payment volume each year, with a higher number of active cards and merchant acceptance locations, as cashless transactions continue to become more widespread. What's more, Visa's powerful network effect, supported by its two-sided ecosystem, creates its wide economic mo...

China Guides Down: Beijing Drops Economic Growth Target To Lowest Level In 35 Years China just admitted what we've been reporting for years: the old growth engine is sputtering, and the world's second-largest economy is officially shifting into a lower gear. At the opening of the National People's Congress (NPC) on Thursday, Premier Li Qiang unveiled a 2026 GDP growth target of 4.5% to 5% - the lowest benchmark since 1991 and the first time in over three decades Beijing has dared to set anything below 5%. The announcement came at the start of the National People's Congress, a meeting of China's leaders in Beijing's Great Hall of the People where government officials reveal economic and policy priorities for the year. The Real Culprits: Homegrown Headaches, Not Just Tariffs While one could point to the 2025 trade escalations and current uneasy truce (with higher duties suspended until late 2026 and a Trump-Xi summit looming March 31–April 2), China's slowdown is overwhelmingly domestic . Here's what's going on: Property sector implosion - The bubble that once drove 25–30% of GDP has burst and shows no signs of bottoming . Sales, prices, starts, and completions keep sliding; developers default, local governments bleed revenue, and household wealth (tied up in real estate) evaporates. This crushes consumer confidence and spending more than any tariff ever could. Chronic deflation - Prices have fallen for years (longest streak since market reforms), eroding profits, wages, and willingness to spend. "Involution" (cutthroat overcapacity and race-to-the-bottom competition) in EVs, solar, batteries, and manufacturing squeezes margins while flooding markets. Weak domestic demand - High youth unemployment, stagnant wages, a shredded social safety net (driving sky-high savings instead of consumption), and post-property trauma leave households wary. Subsidies for appliances or EVs haven't moved the needle because people aren't earning enough to spend freely. Cooling job market ...

黃之鋒涉串謀勾結外國勢力 押至5月14日再訊 處理交付高院程序 【有線新聞】前香港眾志秘書長黃之鋒涉嫌串謀勾結外國勢力罪，案件押後至5月14日再訊，處理交付高等法院程序。 因35+顛覆國家政權案而正在服刑的黃之鋒，由囚車押送到西九龍裁判法院應訊。國安法指定法官蘇惠德將案件押後至5月14日作第四次提訊，以處理交付高等法院程序。黃之鋒涉嫌在2020年7月至11月串謀前香港眾志創黨主席羅冠聰及其他人，請求外國向中國或香港實施敵對行為，被控洗黑錢罪，以及國安法下的串謀勾結外國勢力罪。

J Studios/DigitalVision via Getty Images Investment Overview The stock of PepGen Inc. ( PEPG ) is down >20% in early trading today, after the company released its Q4 and full-year 2025 earnings, and shared the news that the FDA had placed a partial clinical hold on its FREEDOM2-DM1 Phase 2 multiple ascending dose ("MAD"), randomized, placebo-controlled clinical trial of candidate PGN-EDODM1 in patients with myotonic dystrophy type 1 ("DM1"). In its 2025 annual report / 10-K filing - also released today, PepGen discusses its business as follows: PepGen Inc. is a clinical-stage biotechnology company advancing the next generation of oligonucleotide therapeutics with the goal of transforming the treatment of severe neuromuscular and neurologic diseases. Our proprietary Enhanced Delivery Oligonucleotide, or EDO, platform is founded on over a decade of research and development and leverages cell-penetrating peptides, or CPPs, to improve the uptake and activity of conjugated oligonucleotide therapeutics. Its lead and only candidate is PGN-EDODM1, discussed as follows in PepGen's earnings release : PGN-EDODM1 utilizes the Company's proprietary EDO technology to deliver a therapeutic oligonucleotide that is designed to restore the normal splicing function of MBNL1, a key RNA splicing protein. PGN-EDODM1 addresses the deleterious effects of cytosine-uracil-guanine (CUG) repeat expansion in the dystrophia myotonica protein kinase (DMPK) transcripts which sequester MBNL1, by binding to the pathogenic CUG trinucleotide repeat expansion present in the DMPK transcripts, and disrupting the binding between the CUG repeat expansion and MBNL1. Clearly, this is advanced science that is beyond the understanding of most investors, myself included. However, in a Phase 1 study, the drug demonstrated "dose dependent, best-in-class splicing correction" following a single dose, and "robust, greater than dose proportional increase in muscle tissue concentration," following a single dose. As pe...

特朗普政府对美国高技能移民签证体系的全面改革即将迎来首次重大考验。 面向希望在美国发展事业的白领专业人士的最热门签证——H-1B签证年度抽签工作将于本月按照新规启动。新规首次要求，为外籍移民成功申请签证的雇主需缴纳10万美元费用。此外，该体系将向更有经验、薪资更高的申请者倾斜，这些规定可能对近年来拿下超大体量签证份额的信息技术咨询公司造成不利影响。 这是数十年来最大规模的改革，雇主、律师以及人力中介机构都在研究如何最大限度争取3月底将发放的8.5万个抢手名额。去年，申请人的中签率约为三分之一。 为长期服务于H-1B签证项目的企业提供咨询的全球研究机构Everest Group执行董事长彼得・本多尔-塞缪尔表示，这将带来一场相当彻底的变革。他还称，人力中介公司很可能不愿为海外员工支付这10万美元费用，因此这部分名额将腾出来给更有能力承担这笔成本的科技与金融行业雇主。 包括 亚马逊 、 谷歌 、 微软 在内的大型科技企业，一直是H-1B签证的主要使用者，塔塔咨询服务公司、 印孚瑟斯 、 高知特 技术解决方案等外包与人力派遣公司也是如此。这类人力企业形成了一个利润丰厚的业务领域：从海外招募程序员及其他技术人才，再派遣到金融、医疗等行业的美国客户企业工作。 但这些人力中介公司近来受到华盛顿方面的密切关注。劳工权益倡导者以及部分民主党和共和党议员认为，这类企业压低了薪资水平，或减少了美国本土劳动者的就业机会。相关企业则表示，它们遵守美国法规，通过这类签证填补专业岗位缺口。 深度调研股权研究公司的执行合伙人罗德・布尔茹瓦长期与这类咨询公司密切合作，熟悉其用工模式。他表示，即便在最新政策出台前，随着移民体系日趋复杂和充满不确定性，许多咨询公司已开始减少对H-1B签证的依赖。他预计，这些人力企业会扩大海外派遣业务。 全球信息技术服务与咨询公司高知特就是已降低对H-1B签证依赖度的人力企业之一。该公司发言人杰夫・德马雷表示，新的H-1B申请费用在短期内影响有限，目前公司主要将该签证用于补充美国本土员工的特定技术岗位。 塔塔咨询服务公司与印孚瑟斯未就今年签证抽签的相关计划回应置评请求。 埃里克森移民集团合伙人希巴・安维尔表示，她所服务的雇主目前都优先招聘已在美国境内的应届毕业生及其他移民，这类人员无需缴纳10万美元费用。她所在的公司主要为希望雇用外籍员工的客户（多为科技企业）提供服务与...

asbe/iStock via Getty Images The Dow Jones Industrial Average ( DJI ) was down more than 1,100 points on Wednesday, or -2.3%, as the oil market ( CL1:COM ), ( CO1:COM ) surged, reigniting energy prices and inflation fears. The blue-chip index is now negative on the year, down 0.9%, and down 3.2% from a month ago. Volatility has increased after reports that Iran struck an oil tanker, raising fears of prolonged disrupted global supply routes. Meanwhile, U.S. Crude Oil ( CL1:COM ) rose over 8% to surpass $80 per barrel for the first time since January 2025. Here are the Dow’s top decliners on Thursday's afternoon trade: Caterpillar ( CAT ) -4.6% Goldman Sachs Group ( GS ) -4.6% Amgen ( AMGN ) -4.4% Sherwin-Williams ( SHW ) -4.1% Walmart ( WMT ) -3.9% Merck & Co. ( MRK ) -3.8% Boeing ( BA ) -3.6% Honeywell International ( HON ) -3.5% 3M Co. ( MMM ) -3.5% Johnson & Johnson ( JNJ ) -3.3% Dow ETFs: ( DIA ), ( DDM ), ( UDOW ), ( DOG ), ( DXD ), and ( SDOW ). More on Dow Jones Industrial Average Index Why February's CPI Report Matters More Than Ever Amid War-Driven Inflation SPY Is Now A Tech ETF: Building A Quantitatively Optimized 'Strong Buy' Alternative The Web Of AI Circular Deals Begins To Unravel Wall Street sinks as oil prices rise after renewed Iran war escalations U.S. Senate votes to back Trump on Iran strikes

美24州向國際貿易法院提訴 促阻特朗普實施新關稅措施 【有線新聞】美國24個州向國際貿易法院提訴，要求阻止特朗普政府實施新關稅措施。 俄勒岡、紐約、加州等24個州聯合提出訴訟，指總統特朗普引用《1974年貿易法》第122條徵收關稅的行為違法，條款只適用於解決巨大和嚴重國際收支赤字等特定情況，而非貿易逆差，要求頒令阻止實施新關稅措施。最高法院上月裁定特朗普政府根據《 國際緊急經濟權力法》向多國徵收關稅違法，特朗普隨後引用《貿易法》向全球加徵10%關稅，財長貝森特估計本周將增至15%。

Chip Somodevilla/Getty Images News Leadership upheaval at the U.S. Department of Homeland Security intensified Thursday after President Donald Trump removed Kristi Noem as secretary and said he would nominate Markwayne Mullin as her replacement, a shift that could influence billions of dollars in federal security, border enforcement and defense-related spending. The decision followed a contentious week of congressional hearings that exposed bipartisan frustration with Noem’s leadership, The Wall Street Journal reported Thursday, citing people familiar with the president’s thinking. Tensions escalated during a Senate Judiciary Committee hearing when Noem said Trump had approved a $200M+ advertising campaign urging undocumented migrants to leave the U.S. voluntarily. Trump privately told advisers and lawmakers that he hadn't authorized the effort. The ad campaign, featuring Noem prominently, had already drawn criticism inside the administration for its cost and perceived self-promotion. At the hearing, Sen. John Kennedy quipped that the ads appeared more effective at raising Noem’s profile than advancing policy goals. The department’s inspector general has opened an audit into how the advertising contract was awarded. During subsequent House testimony, Noem acknowledged that at least one contract tied to the campaign didn't go through a competitive bidding process. Noem also faced criticism for her handling of a fatal incident involving a Border Patrol agent and a Minneapolis resident earlier this year, as well as scrutiny over internal management practices and the influence of adviser Corey Lewandowski . Her departure comes amid broader congressional pressure on the department over spending decisions, contracting practices and security policies. Dear Readers: We recognize that politics often intersect with the financial news of the day, so we invite you to click here to join the separate political discussion. More news and analysis GitLab Inc. (GTLB) Presents at Morg...

以色列国防军总参谋长Eyal Zamir表示，以军对伊朗的行动目前正进入下一阶段，以进一步瓦解伊朗政权及其军事能力。 第一阶段突袭中，以军已取得制空权，压制了弹道导弹体系。 截至目前，以色列空军飞行员已实施2500次空袭，投放6000枚弹药。 这些打击摧毁了超过60%的弹道导弹发射装置。 他表示，以色列国防军正与美国武装部队并肩作战。 他说：“我们还有更多出其不意的行动，我不打算透露具体内容。” 责任编辑：李肇孚

Fintech giant Revolut pursues US bank charter American Banker

OpenAI发布一款新的旗舰人工智能模型，并推出一系列面向金融服务领域的工具，旨在更高效地处理办公类工作。在Anthropic PBC因与美国国防部的对峙面临新风险之际，此举加剧了双方竞争。 OpenAI周四表示，该模型GPT-5.4在生成电子表格、文档和演示文稿等任务方面能力更强，并且减少与用户之间的反复沟通。该模型还增强了利用网络获取复杂问题答案的能力，例如从多个来源搜集信息、进行分析并形成回应。 该公司还宣布推出一套新工具，帮助专业人士简化金融分析、投资备忘录和其他工作。该产品可与FactSet Research Systems Inc．和Third Bridge等金融数据与研究机构的ChatGPT应用对接。OpenAI表示，用户还可在Microsoft Excel和Google Sheets中直接使用ChatGPT构建和分析金融模型。 OpenAI与Anthropic长期试图说服更多企业专业人士为服务付费，以抵消开发人工智能系统的巨额成本并支撑其高估值。Anthropic尤其在近期产品发布中强调面向金融服务从业者。该公司在去年推出Claude for Financial Services。 责任编辑：李肇孚

The wheat complex is trading with double digit gains across the three exchanges on Thursday. Chicago SRW futures are up 13 to 14 cents at midday. KC HRW futures are 17 to 19 cents in the green on Thursday. MPLS spring wheat is 10 to 11 cents higher so far on the session. Export Sales data from Thursday morning showed just 203,100 MT of wheat sold in the week ending on 2/26, on the low end of trade estimates ranging from 200,000 to 500,000 MT. That was down 16.41% from last week and 40.04% below the same week last year. New crop business was at 55,000 MT, in the middle of the estimated 0-100,000 MT. Don’t Miss a Day: Statistics Canada planting intentions data from this morning showed a total of 26.74 million acres of wheat expected this spring, slightly above estimates. Spring wheat was tallied at 18.78 million acres, slightly below 2025. Mar 26 CBOT Wheat is at $5.80, up 13 1/4 cents, May 26 CBOT Wheat is at $5.81 1/4, up 13 cents, Mar 26 KCBT Wheat is at $5.70, up 4 3/4 cents, May 26 KCBT Wheat is at $5.91, up 18 1/2 cents, Mar 26 MIAX Wheat is at $6.09 1/4, up 10 1/2 cents, May 26 MIAX Wheat is at $6.19 1/2, up 10 1/4 cents, More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Lean hog are showing losses of a tick to 45 cents in the front months on Thursday. Preliminary open interest from Wednesday showed continued net new buying interest, up 6,624 contracts. The national average base hog price was not reported on Thursday morning on light volume, with the 5-dy rolling average at $83. The CME Lean Hog Index was reported at $85.78 on October 29, up 5 cents from the day prior. Pork export sales totaled 44,838 MT in the week of October 24, a 3-week high. Mexico was the top buyer of 17,700 MT, with 10,400 MT sold to China. Export shipments totaled 32,268 MT, slightly above last week’s total. Of that total, 11,400 MT was to Mexico, with 4,100 MT to Japan. USDA’s FOB plant pork cutout value was up 70 cents from the day prior in the Thursday AM report at $102.31 per cwt. All primals but the ham and belly were reported higher, with the picnic leading the way, up $5.41. USDA estimated Wednesday’s FI hog slaughter at 488,000 head, with the week to date total at 1.464 million head. That is 1,000 head below the previous week but 25,030 head above than the same week last year. Dec 24 Hogs are at $84.100, down $0.275, Feb 25 Hogs are at $85.250, down $0.450 Apr 25 Hogs is at $88.025, down $0.025, On the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Live cattle futures are showing steady to 20 cent lower trade at midday on Thursday. Cash trade has yet to be reported so far this week. Thursday morning’s Fed Cattle Exchange online auction showed no sales on the 1,224 head, with bids at $238. Feeder cattle futures are down $1 to $2.05 so far on the day. The CME Feeder Cattle Index was down another 66 cents to $368.93 on March 3. The weekly Export Sales report from USDA showed a total of just 11,163 MT of beef sold in the week ending on February 26. That was a calendar year low. Shipments were up to 14,914 MT in that week, which was the second largest for 2026. Don’t Miss a Day: Wholesale Boxed Beef prices were higher in the Thursday morning report, with the Chc/Sel spread narrowing to $7.56. Choice boxes were down 10 cents to $388.47, while Select was $0.56 higher to $380.91. USDA estimated federally inspected cattle slaughter for Wednesday at 111,000 head, with the week to date total at 322,000 head. That is 2,000 head below the previous week and 22,566 head shy of the same week last year. Apr 26 Live Cattle are at $238.225, down $0.125, Jun 26 Live Cattle are at $235.100, down $0.075, Aug 26 Live Cattle are at $233.100, down $0.125, Mar 26 Feeder Cattle are at $362.775, down $1.150 Apr 26 Feeder Cattle are at $358.725, down $2.025 May 26 Feeder Cattle are at $355.300, down $1.700 More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Soybeans are 7 to 8 cents in the green on Thursday, as the bean oil rally continues. There were another 244 deliveries issued overnight. The cmdtyView national average Cash Bean price is yp 7 1/2 cents at $11.03 1/4. Soymeal futures are steady to 30 cents lower on the day, with Soy Oil futures 184 to 215 points higher in the front months. Crude oil is nearing the $80 level, up $4.78 at midday and providing some spillover support. There were 76 deliveries against March meal futures overnight. The weekly Export Sales report from USDA showed 383,492 MT of soybeans sold in the week of 2/26, on the low end of the 0.3-1 MMT estimates. That was down 5.8% from the previous week, but 31.11% above the same week last year Don’t Miss a Day: Soybean meal sales were pegged at 255,760 MT, sneaking into the range of 200,000-550,000 MT estimates. Bean oil sales were tallied at 7,662 MT, which was in the middle of the estimates ranging from net reductions of 20,000 MT to net sales of 26,000 MT. Brazil’s soybean crop is estimated at 183.1 MMT according to AgroConsult, up 0.85 MMT from their previous number. Statistics Canada released planting intentions data for 2026 this morning, with canola estimated at 21.84 million acres, well shy of estimates of 22.3 million acres coming in. That was still up 1% from the same total last year. Soybean acres are seen at 5.89 million acres, up 108,000 acres from a year ago. Mar 26 Soybeans are at $11.62 1/4, up 7 3/4 cents, Nearby Cash is at $11.03 1/4, up 7 1/2 cents, May 26 Soybeans are at $11.76 1/2, up 7 cents, Jul 26 Soybeans are at $11.90, up 7 cents, More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.