President Donald Trump’s war with Iran threatens to deal a severe blow to a global economy still grappling with the impact of his historic tariff hike. For Europe, sustained higher energy prices would take the economy to the brink of recession. For the US, they would place the Federal Reserve in an impossible position — stuck between a war that pushes inflation higher and a president demanding that interest rates come down. For China, the end of discounted Iranian oil imports adds to strain from Trump’s tariffs and a real estate collapse. In the first days of the fighting, the intensity is high and the endgame uncertain. Bloomberg Economics has modeled scenarios for what lies ahead, and what they mean for oil prices, major economies, and the future of Iran. Jennifer Welch, Bloomberg Economics Chief Geoeconomics Analyst, joins Bloomberg Businessweek Daily to discuss. She speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)

Oil producer hedging desks are closing out what many describe as a record-setting week and buckling up for more to come with the war in Iran showing no signs of easing. Several major dealers that work with both producers and consumers looking to hedge against oil price swings said this week was already the busiest they had ever seen in terms of volume. For others, all-time records are well within reach if the elevated flows persist. “They’re loving it,” said Timothy Mulligan, a trader at Attara, a London-based hedging firm, referring to oil producers. It’s been Attara’s busiest week for volume and new clients since Mulligan joined in July 2024, prompting round-the-clock work schedules and a pause in reviewing new graduate applications to focus on handling the demand, he added. The surge in activity comes with benchmark US crude futures on track for the biggest weekly gain since March 2022 as tanker traffic remains at a standstill in the Strait of Hormuz, a chokepoint for a fifth of global oil flows. The rally has opened a rare window for producers to lock in future sales via derivatives such as options and swaps that allow them to sell at preset levels. “There’s a tremendous amount of hedging going on,” said Kirk Edwards, president and chief executive officer of Latigo Petroleum LLC . “It’s a breath of fresh air to hedge at these oil prices and go through the rest of this year with some confidence you can make a profit.” Much of the hedging activity was concentrated in months for the second half of this year, according to consultant Energy Aspects. US producers’ volumes increased on one day this week by the most since it began collating data in 2023, they said. The rush by producers to lock in prices by selling deferred contracts widened the premium between short-term futures and later-dated contracts. The June–December US crude spread has widened dramatically, jumping to $8.21 a barrel from $1.48 just two weeks ago. While producers are taking advantage of the surge...

Image source: The Motley Fool. Thursday, March 5, 2026, at 8:30 a.m. ET Call Participants Chief Executive Officer — Roger Jeffs Chief Financial Officer — Michael Kaseta Senior Vice President, Commercial — Scott Moomaw Chief Medical Officer — Rajeev Saggar Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Net product sales -- $148.3 million generated by YUTREPIA for the full year, with $90.1 million in the fourth quarter. -- $148.3 million generated by YUTREPIA for the full year, with $90.1 million in the fourth quarter. Quarter-over-quarter revenue growth -- 74% increase in net product sales in the fourth quarter compared to the third quarter. -- 74% increase in net product sales in the fourth quarter compared to the third quarter. Profitability -- Second consecutive quarter of profitability, with non-GAAP adjusted EBITDA of $27.3 million and $14.6 million of net income in the fourth quarter. -- Second consecutive quarter of profitability, with non-GAAP adjusted EBITDA of $27.3 million and $14.6 million of net income in the fourth quarter. Operational cash flow -- $33.0 million positive cash flow was generated in the fourth quarter. -- $33.0 million positive cash flow was generated in the fourth quarter. Cash balance -- $190.7 million in cash and cash equivalents at year-end. -- $190.7 million in cash and cash equivalents at year-end. Patient referrals -- As of Feb. 28, more than 3,600 unique patient referrals were received; therapy shipped for more than 2,900 patients since launch. -- As of Feb. 28, more than 3,600 unique patient referrals were received; therapy shipped for more than 2,900 patients since launch. Prescriber base -- Around 860 total prescribers, with 25% having referred five or more patients. -- Around 860 total prescribers, with 25% having referred five or more patients. New patient mix -- 75% of patient starts are prostacyclin-naive; 25% are transitions from other prostacyclines. -- 75% of patient starts are prostacyclin-na...

Rumble press release ( RUM ): Q4 GAAP EPS of -$0.13 misses by $0.03 . Revenue of $27.1M (-10.4% Y/Y) in-line. More on Rumble Rumble: A Post-Acquisition Look IHS, Deutsche Telekom, Disney come out on top in communication services quant picks ahead of Q4 earnings Seeking Alpha’s Quant Rating on Rumble Historical earnings data for Rumble Financial information for Rumble

Leamus/iStock via Getty Images Lithium Argentina AG ( LAR ) has pulled back after an incredible run the last year due to weak EV sales in China and the conflict in Iran. The lithium market has seen higher prices as demand remains strong while supply isn't keeping up due to the time it takes to bring new mines online. My investment thesis is bullish on the stock due to the lithium miner already having supply on the market with plenty of opportunities to expand lithium output over time. Source: Finviz Ramping Production Lithium Argentina has some advantages over other lithium miners due to having existing production. The Cauchari-Olaroz mine produced 34,100 tonnes of lithium in 2025 with a planned capacity of 40,000 tonnes in Stage 1. Source: Lithium Argentina 2026 presentation The company produced Q3 revenues of $58 million with a sales price of just $7,522/tonne. Lithium Argentina had cash costs in the quarter of $6,295/tonne, so the company really only needs more normalized lithium prices in order to generate solid profit and cash flows. The company even guided to Q4 cash costs below $6,000 per tonne with the higher production of 9,700 tonnes in the quarter. Now that Lithium Argentina has hit nearly the current capacity run rate of 40 ktpa, the company can start looking at the long-term growth plans. The Cauchari mine has the potential for a Stage 2 with a 45 ktpa expansion, and the Pozuelos Pastos-Grandes, or PPG, mine is an even bigger opportunity with 3 stages offering upwards of 150 ktpa. Over the last few months, lithium prices soared due to supply/demand imbalances. Lithium now trades at $22K/t, but the prices dipped last week with concerns about demand, though tensions in the Middle East aren't likely to alter the long-term demand equation. Source: Trading Economics BYD ( BYDDF ) was the main contributor to the EV sales weakness in China. Generally, the sector saw weakness due to the reinstatement of the 5% purchase tax on new energy vehicles, but BYD specif...

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黎巴嫩公共卫生部紧急行动中心当地时间5日晚宣布，自3月2日凌晨至目前，以色列的袭击已造成黎巴嫩123人死亡，683人受伤。（总台记者 杨渊） ©2026中央广播电视总台版权所有。未经许可，请勿转载使用。 责任编辑：李肇孚

Image source: The Motley Fool. Thursday, March 5, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Jean-Pierre Sommadossi Chief Medical Officer — Dr. Janet Hammond Chief Development Officer — Dr. Arantxa Horga Chief Commercial Officer — John F. Vavricka Chief Financial Officer — Andrea J. Corcoran Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Cash and Investments -- $301.8 million as of December 31, 2025, sufficient to fully fund current Phase III HCV and new HEV programs through 2027. -- $301.8 million as of December 31, 2025, sufficient to fully fund current Phase III HCV and new HEV programs through 2027. Phase III HCV Trials -- C BEYOND enrollment completed in North America with over 880 patients; C FORWARD to complete enrollment outside North America by midyear, with top-line results expected midyear for C BEYOND and year-end for C FORWARD. -- C BEYOND enrollment completed in North America with over 880 patients; C FORWARD to complete enrollment outside North America by midyear, with top-line results expected midyear for C BEYOND and year-end for C FORWARD. Clinical Trial Design -- Over 1,760 patients to be enrolled across two open-label, randomized Phase III HCV studies using separate primary endpoint populations per regional regulatory preference (MITT for FDA, per-protocol for EMA). -- Over 1,760 patients to be enrolled across two open-label, randomized Phase III HCV studies using separate primary endpoint populations per regional regulatory preference (MITT for FDA, per-protocol for EMA). Phase II HCV Results -- Eight-week regimen achieved 98% SVR12 in the per-protocol population and 95% SVR12 in efficacy-evaluable group; confirmed high barrier to resistance and absence of dose adjustment for hepatic or renal impairment. -- Eight-week regimen achieved 98% SVR12 in the per-protocol population and 95% SVR12 in efficacy-evaluable group; confirmed high barrier to resistance and absence of dose adjustment for hepatic ...

SusanneB/E+ via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to Leon Cooperman’s 13F stock portfolio on a quarterly basis. It is based on his regulatory 13F Form filed on 02/17/2026. The 13F portfolio value decreased from ~$3.20B to ~$3.01B this quarter. Recent 13F reports have shown a total of around 45 individual stock positions in the portfolio, although many of them are minutely small. The largest five stakes are Rocket Companies, Vertiv Holdings, Energy Transfer, Mirion Technologies, and Apollo Global Management. They add up to ~45% of the entire portfolio. Please visit our Tracking Leon Cooperman’s Omega Advisors Portfolio series to get an idea of their investment philosophy and our last update for the activity last quarter. New Stakes: Rocket Companies ( RKT ) : RKT is currently the largest 13F position at 13.50% of the portfolio. It came about as a result of Rocket Companies acquisition of Mr. Cooper’s Group. They received ~31.5M shares of Rocket Companies for the 2.86M shares of Mr. Cooper’s Group shares held. The position was reduced by roughly one-third during the quarter at prices between ~$15.25 and ~$20.75. The stock currently trades at $16.33. Stake Disposals: Mr. Cooper (COOP) : Mr. Cooper was the largest 13F position at ~19% of the portfolio as of last quarter. The original small stake was doubled in Q4 2018 in the mid-teens price range following its 12-for-1 reverse stock split and name change transaction. That original stake was since sold down, but a larger stake was built during Q4 2019 & Q1 2020 at prices between ~$6 and ~$14.50. There was a ~15% trimming during Q1 2021 at prices between ~$27 and ~$37. Rocket Companies ( RKT ) acquired Mr. Cooper in a cash-and-stock deal (11 Rocket shares for each Mr. Cooper, plus a $2.00 per share dividend) that closed in October 2025, thus eliminating this position. Stake Increases: Energy Transfer Equity ( ET ) : ET is a large (top three) 7.29% of the po...

Iraqi Supply Loss Could Expose The Real Limits Of OPEC Spare Capacity Authored by Julianne Geiger via OilPrice.com , Iraq has already begun shutting in production as exports through the Strait of Hormuz become increasingly constrained. Roughly 1.5 million barrels per day are reportedly offline, and officials have warned that figure could approach 3 million bpd if disruptions persist. At 3 million bpd, this becomes one of the largest sudden supply losses in the modern market outside of sanctions or war. Iraq’s total crude production has been running near 4.0–4.3 million bpd, according to recent OPEC secondary-source data. Exports typically average between 3.2 and 3.4 million bpd, the vast majority shipped from southern terminals at Basrah. China and India together account for roughly two-thirds of those flows, making Iraq one of Asia’s most critical heavy crude suppliers. That output is heavily concentrated in the southern fields feeding Basrah exports . Rumaila alone has nameplate capacity of around 1.4–1.5 million bpd and routinely produces well above 1.3 million bpd. West Qurna 1 produces roughly 600,000 bpd, with capacity closer to 650,000–670,000. West Qurna 2 is producing around 460,000 bpd, though development plans have targeted 750,000–800,000. Zubair’s design capacity is roughly 700,000 bpd. The Maysan complex contributes roughly 300,000–350,000 bpd. Taken together, those fields account for the bulk of Iraq’s export engine. A 3 million bpd shut-in would effectively sideline most of the southern system and remove a significant share of medium and heavy sour barrels from global trade. The obvious question is whether OPEC can replace those barrels. And the answer depends on who you ask and how you define spare capacity. But even theoretically, it’s a stretch. In December last year, the EIA redefined the terms “maximum sustainable capacity” as the upper limit a producer could reach within a year if everything runs smoothly and “effective capacity” which is the a...

△美国会大厦（资料图） 当地时间3月5日，美国国会众议院以219票对212票的结果否决一项议案。该议案原本旨在要求总统在对伊朗发动进一步军事打击前必须获得国会授权。 类似议案此前一天已在参议院遭否决。 依据美国宪法，只有国会能授权发动战争。美国国会1973年通过的法案规定，仅有在针对美国的攻击或迫在眉睫的威胁所引发的国家紧急状态下，美国总统才能在未经国会授权的情况下采取有限的军事行动。针对此次美国对伊朗采取的军事行动，多名民主党议员发声，抨击此次行动未经国会授权，当属“违法”。（央视记者 曹健） ©2026中央广播电视总台版权所有。未经许可，请勿转载使用。 责任编辑：李肇孚

Broadcom Delivers Record Q1 Results on Surging AI Demand The Globe and Mail

格隆汇3月6日｜美国国防部长赫格塞思：对德黑兰的火力即将大幅提升。在过去的这一小时内，美国B-2型轰炸机对伊朗的地下导弹发射装置进行了轰炸。

The $7 million in annual recurring revenue that Cluely co-founder and CEO Roy Lee shared with TechCrunch last summer was a lie, Lee admitted on Thursday on X. Wrote Lee, this “is the only blatantly dishonest thing i’ve said publicly online, so this is my formal retraction.” Yet his post on X also misrepresents the backstory of how and why he told TechCrunch his ARR in the first place. Lee says in that same post that he “got a random cold call from some woman asking about numbers and told her some bs, did not expect an article about it.” But that call occurred because Cluely’s public relations representative emailed TechCrunch and offered to make Lee available for a story. On Friday, Jun 27, 2025 at 8:38 a.m., Cluely’s PR person sent an email to TechCrunch reporter Marina Temkin that said, “I’d love to arrange an interview with Roy. Whether for a deeper dive into Cluely’s next phase or a fresh angle on his vision, we’d be happy to make it happen.” Temkin agreed. The PR representative shared Lee’s number and confirmed that he was expecting the call. After a few attempts to reach him, Lee answered the call and gave the interview, as had been arranged. eh kinda, here's our stripes from june 2025 got a random cold call from some woman asking about numbers and told her some bs, did not expect an article about it here's what we were doing at the time: > consumer arr 2.7m, run rate 3.8m > enterprise arr 2.5m, run rate 2.5m >… https://t.co/CzAoPRru2R pic.twitter.com/C5bXuz8HqW — Roy (@im_roy_lee) March 5, 2026 TechCrunch was interested in talking to Cluely because in the summer of 2025, Cluely was the “cheat-on-everything” phenomenon — a viral startup that let users secretly look up answers during video calls without being detected. The company was founded after Lee published a viral post on X saying he had been suspended by Columbia University after he and his co-founder developed a tool to cheat on job interviews for software engineers. The co-founders raised $5.3 million ...

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Computers associated with Iranian government-backed hackers disappeared from the internet when Israel’s military attacked a military compound in Tehran, according to a threat intelligence firm. The Israel Defense Forces said in a tweet Wednesday it struck targets in eastern Tehran, including the headquarters of the Islamic Revolutionary Guard Corps, Iran’s cyber warfare unit, the headquarters of the intelligence directorate and other key military and intelligence divisions. Iranian internet addresses associated with the hacking groups went dark on the same day, some within the same hour, according to an assessment from cyber intelligence firm GreyNoise Intelligence Inc. , which monitors the internet for malicious behavior. Network traffic originating in Iran observed by the cybersecurity company stopped at that time, including four Iranian IP addresses that went offline simultaneously. Read More: Iranian Hacking Groups Go Dark Amid US, Israeli Military Strikes The disruption correlated with the IDF’s strike on the compound that housed Iran’s cyber warfare unit, according to GreyNoise. “Iran represents a large portion of the state-aligned groups that security companies track,” said Andrew Morris, the firm’s founder. “Some amount of that is just going to stop because the people who did it are dead.” Based on when the traffic stopped, Morris estimated that the airstrike hit just before noon New York time, or 8 p.m. in Tehran. The web devices “suddenly flatlining completely” suggests they were “destroyed or disrupted due to sudden loss in power or network connectivity,” he said. Since the US and Israel started launching military strikes on Iran on Saturday, US national security officials and Western cyber firms have warned about potential retaliation from state-sponsored Iranian hacking groups. However, known cyber-espionage groups that have operated on behalf of the government in Tehran have failed to play a meaningful public role in the new war, a relative silence tha...

NBA Hall of Famer Scottie Pippen discusses auctioning off his parts of his personal memorabilia collection, partnering with Sotheby's, and the state of the NBA. He sits down with Romaine Bostick and Katie Greifeld on "The Close." (Source: Bloomberg)

Tottenham stay just one point above the Premier League relegation zone following a 3-1 home defeat by Crystal Palace, having had to play more than 45 minutes with 10 men after Micky van de Ven was sent off. MATCH REPORT: Tottenham Hotspur 1-3 Crystal Palace Available to UK users only.

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