格隆汇3月8日｜据日经新闻：日本计划到2040年实现2540亿美元的本土半导体销售。

格隆汇3月8日｜以色列总理内塔尼亚胡：我们支持所有遭到伊朗攻击的国家，许多国家正在与我们沟通。

Nvidia (NVDA 2.94%) has been the most successful tech stock, with its artificial intelligence (AI) chips helping it become the world's most valuable publicly traded company. The chipmaker's market cap is above $4 trillion, and an excellent fourth-quarter fiscal 2026 (that ended Jan. 25, 2026) performance shows the growth narrative is still intact and strengthening. Nvidia CEO Jensen Huang said that AI demand is "growing exponentially." Guidance was also quite substantial, with the company projecting $78 billion in revenue for the first quarter of fiscal 2027, compared to $68.1 billion in the previous quarter. While Nvidia's earnings show AI demand is still heating up, its $4 trillion market cap means the stock needs far more capital to generate any meaningful movement. Meanwhile, Silicon Motion Technology (SIMO 4.20%) has a much smaller market cap and is well-positioned to ride the AI wave. Silicon Motion Technology offers memory storage solutions for AI chips Silicon Motion Technology's SSD controllers are memory storage solutions for AI chips. Per the company's recent financial results and guidance, demand for these SSD controllers is heating up. Q4 2025 revenue increased 46% year over year, with SSD controllers contributing significantly to the company's growth. Silicon Motion Technology also forecast a "stronger-than-seasonal start, with sustained and steady growth throughout the year." Expand NASDAQ : SIMO Silicon Motion Technology Today's Change ( -4.20 %) $ -5.20 Current Price $ 118.56 Key Data Points Market Cap $4.0B Day's Range $ 116.18 - $ 122.47 52wk Range $ 37.21 - $ 146.85 Volume 11K Avg Vol 627K Gross Margin 48.27 % Dividend Yield 1.69 % Nvidia's earnings results show that AI chip demand is still picking up, and all that demand will translate into revenue acceleration for Silicon Motion Technology. The emerging AI player is already an Nvidia partner, offering a significant runway for future gains. Revenue growth has increased for each of the past two y...

Chili's is the main brand inside Brinker International (EAT 3.99%), and management has turned it into one of casual dining's strongest operators. More than 90% of Chili's restaurants in the U.S. are company-owned, which means management controls everything from menu changes to kitchen upgrades. Before the turnaround, the average Chili's generated around $370,000 in restaurant-level profit. At the end of fiscal 2025, that figure stood at $790,000. Despite the underlying progress, the stock still trades at a below-market multiple. 3 For Me Chili's was repositioned at exactly the right time. In recent years, quick-service and fast-casual chains pushed prices so high that consumers started looking elsewhere for value. Chili's already had its 3 For Me menu in place, starting at $10.99 for a full-service meal at a discount to most fast-food joints. The result was traffic-led growth, with same-store visits (comps) up 16.3% in 2025. That strength carried into the new fiscal year. Brinker reported second-quarter 2026 results on Jan. 28, with comps growing 8.6% and traffic up 2.7%. That's on top of 31% comps growth in the year-ago quarter. When a sit-down meal at Chili's costs about the same as a Chipotle bowl, consumers are choosing table service. That's how Brinker fills the seats. The pricing strategy is disciplined, too. The $10.99 promotion accounts for under 8% of total sales. Twice the profit, same discount The risk is straightforward. Chili's is now lapping comps growth of 31.6% from the year-ago quarter. The rate of increase is moderating, and that's what investors are worried about in the near term. Management guided for comps growth in each quarter of fiscal 2026 and has delivered through the second, but this quarter is the toughest comparison yet. Expand NYSE : EAT Brinker International Today's Change ( -3.99 %) $ -5.60 Current Price $ 134.78 Key Data Points Market Cap $5.9B Day's Range $ 131.68 - $ 136.06 52wk Range $ 100.30 - $ 187.12 Volume 49K Avg Vol 1.2M Gro...

Key Points The cost of a meal at Chili's now rivals that of fast-casual chains, and consumers are responding. Three years of operational improvements doubled the profit each Chili's produces. Its parent company Brinker trades well below casual-dining peers Darden and Texas Roadhouse. 10 stocks we like better than Brinker International › Chili's is the main brand inside Brinker International (NYSE: EAT), and management has turned it into one of casual dining's strongest operators. More than 90% of Chili's restaurants in the U.S. are company-owned, which means management controls everything from menu changes to kitchen upgrades. Before the turnaround, the average Chili's generated around $370,000 in restaurant-level profit. At the end of fiscal 2025, that figure stood at $790,000. Despite the underlying progress, the stock still trades at a below-market multiple. 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 » 3 For Me Chili's was repositioned at exactly the right time. In recent years, quick-service and fast-casual chains pushed prices so high that consumers started looking elsewhere for value. Chili's already had its 3 For Me menu in place, starting at $10.99 for a full-service meal at a discount to most fast-food joints. The result was traffic-led growth, with same-store visits (comps) up 16.3% in 2025. That strength carried into the new fiscal year. Brinker reported second-quarter 2026 results on Jan. 28, with comps growing 8.6% and traffic up 2.7%. That's on top of 31% comps growth in the year-ago quarter. When a sit-down meal at Chili's costs about the same as a Chipotle bowl, consumers are choosing table service. That's how Brinker fills the seats. The pricing strategy is disciplined, too. The $10.99 promotion accounts for under 8% of total sales. Twice the profit, same discount The risk is s...

Key Points Nvidia's earnings results point to a strong artificial intelligence (AI) industry, but its $4 trillion market cap means the stock requires far more capital to generate meaningful price growth. Silicon Motion Technology is a smaller company that specializes in AI memory storage solutions. High sequential growth combined with long-term AI tailwinds can help Silicon Motion Technology continues to outperform the S&P 500. 10 stocks we like better than Silicon Motion Technology › Nvidia (NASDAQ: NVDA) has been the most successful tech stock, with its artificial intelligence (AI) chips helping it become the world's most valuable publicly traded company. The chipmaker's market cap is above $4 trillion, and an excellent fourth-quarter fiscal 2026 (that ended Jan. 25, 2026) performance shows the growth narrative is still intact and strengthening. Nvidia CEO Jensen Huang said that AI demand is "growing exponentially." Guidance was also quite substantial, with the company projecting $78 billion in revenue for the first quarter of fiscal 2027, compared to $68.1 billion in the previous quarter. 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 » While Nvidia's earnings show AI demand is still heating up, its $4 trillion market cap means the stock needs far more capital to generate any meaningful movement. Meanwhile, Silicon Motion Technology (NASDAQ: SIMO) has a much smaller market cap and is well-positioned to ride the AI wave. Silicon Motion Technology offers memory storage solutions for AI chips Silicon Motion Technology's SSD controllers are memory storage solutions for AI chips. Per the company's recent financial results and guidance, demand for these SSD controllers is heating up. Q4 2025 revenue increased 46% year over year, with SSD controllers contributing significantly to the company's growth. ...

格隆汇3月8日｜当地时间3月7日晚，伊朗首都德黑兰东北部发生巨大爆炸，南部一油库同时发生爆炸并起火。以色列军方称，以色列空军当天“第二次对德黑兰境内的军事目标发动了空袭”。以色列军方发言人称，以色列空军在过去一周进行了超过3400次空袭，向伊朗投掷了超过7500枚炸弹，相当于去年6月以色列袭击伊朗行动中投掷炸弹的两倍。以色列军方还称，以军近日出动数百架战斗机袭击了伊朗两个最重要的弹道导弹生产基地，重创伊朗导弹生产能力——这两处基地分别位于帕尔钦和沙赫鲁德。

Is Micron stock too cheap to ignore? MSN

格隆汇3月8日｜消息人士：位于德黑兰南部的通德古扬炼油厂今晚遭到空袭。该炼油厂日加工能力达25万桶。

格隆汇3月8日｜伊朗革命卫队：以色列在袭击德黑兰炼油厂后，现在瞄准了海法炼油厂。

"My uncle is a retired soldier, his son is also a retired soldier and his other son is a school teacher. We are not affiliated with any political party. We are Shia - we like Hezbollah, but we are not members of Hezbollah. We are all in the Lebanese army," he said.

格隆汇3月8日｜据伊朗迈赫尔通讯社：伊朗方面表示，炼油厂本身并未受到攻击，但旁边的一个油库遭到了袭击。

James Woods 'Done' With Republican Party Over 'Uniparty Traitors' Conservative actor and commentator James Woods says he's "done" with the Republican party after 'uniparty traitors' like John Thune (R-SD) refuse to pass the SAVE Act (Voter ID), and blocked an attempt by Nancy Mace (R-SC) to subpoena immigration records for Rep. Ilhan Omar to settle the question of whether she's legally in the US. " I am done with the Republican party ," Woods, 78, psted on X. "Between this and Thune’s refusal to pass the SAVE Act, I’m done with these uniparty traitors ." "I’m changing my party affiliation to Independent. No wonder President Trump is fighting an uphill battle every day," he added. I am done with the Republican Party. Between this and Thune’s refusal to pass the SAVE Act, I’m done with these uniparty traitors. I’m changing my party affiliation to Independent. No wonder President Trump is fighting an uphill battle every day. https://t.co/Qp8zr4y4gA — James Woods (@RealJamesWoods) March 6, 2026 Woods was replying to a video from @WallStreetApes of Mace criticizing fellow Republicans after a proposed motion seeking records related to Omar was killed in the House . "I tried to subpoena her immigration records, her brother husband's immigration records, and IT WAS REPUBLICANS that killed my motion," said Mace. WOW 🚨 The Republican Party is protecting Ilhan Omar from accountability Rep Nancy Mace “I tried to subpoena her immigration records, her brother husband's immigration records, and IT WAS REPUBLICANS that killed my motion” It’s a Uniparty. One Big Club. pic.twitter.com/duCF3aV1Ki — Wall Street Apes (@WallStreetApes) March 5, 2026 GOP lawmakers have been pushing to obtain Ilhan Omar's immigration records. "Let’s get to the bottom of everything. I want to know if she’s here legally, If she’s not, then we need to take appropriate action," Rep Tim Burchett (R-TN) told the NY Post in late February, urging the House Intelligence Committee to obtain the records. Mace, meanwh...

瑰麗酒店集團全球推16周全薪育嬰假 適用各級員工 【有線新聞】瑰麗酒店集團宣布，今年1月1日起推出全球育嬰假期政策，為旗下所有企業辦公室及營運物業的合資格員工提供16周全薪育嬰假，涵蓋生育、領養等法定認可方式。 集團指政策以平等為核心，適用各職級員工。若當地法定帶薪育嬰假少於16周，集團將補足差額；若當地福利高於集團標準，則按當地法例執行。 首席行政總裁鄭志雯表示，酒店業是以人為本的行業，支持員工為人父母的重要階段，有助推動職場公平及提升家庭福祉，同時增強企業長遠韌性。

It was a week that reminded investors how quickly the Magnificent 7 can splinter. AI optimism and fresh earnings momentum gave way to macro headwinds, geopolitical jitters, and stock-specific news pulling the cohort in opposite directions. The S&P 500 fell 1.98% for the week, and the Nasdaq 100 dropped 1.24%. The Magnificent 7 mirrored that ... Magnificent 7 News: Microsoft Rebounds While Apple and Alphabet Fall This Week

格隆汇3月8日｜以色列官员：以色列国防军已开始打击伊朗的石油基础设施，已对伊朗30个油罐发起空袭。

Micron Technology stock week ahead: 6.7% slide puts March 18 earnings and AI demand in focus TechStock²

When investors look at Alphabet (GOOG 0.87%)(GOOGL 0.75%), they see a dominant brand with strong top-line momentum. The search giant's business is growing fast, with total company revenue rising 18% year over year to $113.8 billion in the fourth quarter of 2025. But underneath the surface, the company is undergoing a capital-intensive transition to support artificial intelligence (AI). With Alphabet's revenue rising rapidly while it spends aggressively, where could the stock be five years from now? The answer might surprise you. Despite Alphabet's already massive size (the company has a market capitalization of more than $3.6 trillion as of this writing), I think its stock price is likely to trade at a far higher level in five years. A soaring cloud computing business A key driver of Alphabet's recent success is its increasingly diversified business. Specifically, the company's Google Cloud segment (cloud computing) saw revenue jump 48% year over year to $17.7 billion in the fourth quarter of 2025. And this isn't just top-line growth. It is highly profitable. Impressively, the segment's operating income soared from roughly $2.1 billion in the fourth quarter of 2024 to $5.3 billion in the most recent quarter. But Alphabet's core business is also still firing on all cylinders. The company's "Google Search & other" segment saw revenue increase 17% year over year to $63.1 billion in the fourth quarter. In addition, YouTube ads revenue rose 9% year over year. This broad-based growth translated into significant profitability. Alphabet's fourth-quarter net income increased 30% year over year to $34.5 billion. The capital expenditure trade-off Profitability is key for Alphabet right now, as it will need a lot of cash. As the company continues to invest heavily in AI infrastructure, its highly profitable, rapidly expanding cloud division and cash-rich search business help fund its extreme appetite for more computing. Alphabet management said its 2026 capital expenditures are...

格隆汇3月8日｜中国地震台网正式测定：03月08日03时03分在甘肃甘南州迭部县（北纬34.07度，东经103.25度）发生3.9级地震，震源深度10千米。

格隆汇3月8日｜土耳其外长：如果伊朗继续向土耳其领土发射导弹，这种行为可能引发伊朗的民族冲突，并导致大量移民涌入该地区。

⚽ FA Cup updates from St James’ Park; kick-off 8pm GMT ⚽ Live scores and results | Follow us on BlueSky | Mail Scott Newcastle United make four changes to their starting XI after the 2-1 win over Manchester United. Sven Botman, Joe Willock, Nick Woltemade and Wednesday night’s matchwinning hero Will Osula replace Dan Burn, Joelinton and Anthony Gordon, who drop to the bench, and the suspended Jacob Ramsey. Manchester City wipe the slate clean, just about, following their 2-2 home draw with Nottingham Forest. Ten changes, which means it’s easier to tell you the identity of the only starter still standing: Matheus Nunes. Erling Haaland has the night off. Continue reading...

格隆汇3月8日｜伊朗革命卫队：已成功锁定美国军队在迪拜码头的位置。

Key Points PayPal’s growth has stalled out over the past few years. American Express will continue to lock more customers into its “closed-loop” system. 10 stocks we like better than PayPal › PayPal (NASDAQ: PYPL), one of the world's largest digital payment companies, was once a promising growth stock. Yet over the past five years, its stock has declined nearly 80% as intense competition, the loss of eBay (NASDAQ: EBAY) as a top customer, and a challenging macro environment throttled its growth in active accounts and revenues. From 2021 to 2025, PayPal's year-end active accounts only grew from 426 million to 439 million. That was well below its original goal (which it later abandoned) of hitting 750 million active accounts by 2025. As its account growth stalls out, it's trying to drive more transactions through its branded checkout platform, Venmo peer-to-peer payments app, debit cards, and buy now, pay later (BNPL) services to offset that pressure. 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 » At the same time, it's downsizing its higher-volume, lower-value platforms (including its backend platform Braintree) to stabilize its margins and transaction take rates. It's also cutting costs and aggressively repurchasing its shares to boost its EPS as its top-line growth cools. But for 2026, it still expects EPS to decline by mid-single digits as its branded checkout platform struggles to stand out in a sea of similar services. So while PayPal's stock might seem cheap at nine times this year's earnings, it might deserve that discount valuation. Therefore, it might be smarter to invest in another financial giant with a wider moat: American Express (NYSE: AXP). Why is American Express a better buy? American Express is often compared to Visa (NYSE: V) and Mastercard (NYSE: MA), but it operates a differen...

当地时间3月7日，伊朗德黑兰东北部发生巨大爆炸。（央视） 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。

Key Points In a letter to shareholders, new CEO Greg Abel provided a detailed overview of how Berkshire Hathaway is positioned and how he plans to run the company. Abel also touched on Berkshire's massive, roughly $318 billion equities portfolio, providing details that former CEO Warren Buffett rarely has. Abel specifically called out four stocks in Berkshire's portfolio where he expects to see "limited activity." 10 stocks we like better than Apple › New CEO Greg Abel just delivered his first annual letter to Berkshire Hathaway's (NYSE: BRKA)(NYSE: BRKB) shareholders, a tradition that former CEO Warren Buffett carried out for the past six decades. The letter was 18 pages and provided a ton of details on how Abel plans to run the company, a detailed overview of all of Berkshire's operating businesses, and, of course, comments on Berkshire's massive, roughly $318 billion equities portfolio. Interestingly, Abel called out four stocks that Berkshire owns, which together account for a large portion of the portfolio. These are "businesses we understand well, have a high regard for their leaders, and expect will compound over decades." Abel also said he expects "limited activity in these holdings," providing big clues about Berkshire's investment strategy that Buffett rarely did. 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 the four stocks Abel referenced that he expects to compound for decades. Apple -- 18.9% of portfolio The iconic consumer tech giant Apple (NASDAQ: AAPL) has long been the largest position in Berkshire's portfolio, at one point accounting for 40% of it. Buffett reportedly got interested in the company, which Berkshire first bought in 2016, when Buffett saw how distraught his friend became when he thought he'd lost his iPhone. Still, some might have been a bit surprised to ...

格隆汇3月8日｜以色列总统赫尔佐格：（谈到赦免内塔尼亚胡）我会认真考虑一切，但根据程序和以色列法律，我有义务等待相关机构给我的意见。所以，当然，一切都有可能。但必须按照以色列法律来进行。

格隆汇3月8日｜伊朗革命卫队：目前，作为对德黑兰炼油厂遭袭的回应，海法炼油厂已遭到“希伯伦”导弹的打击。

财联社3月8日讯（编辑 牛占林） 科威特当地时间周六正式宣布，由于伊朗战争导致油轮无法通过波斯湾，进入不可抗力状态，该国已对原油生产和提炼实施“预防性削减”措施。 不过科威特并未透露具体减产规模，但表示此次减产属于“预防性措施”，未来将根据局势发展进行重新评估。 不可抗力的原因包括：伊朗对通过霍尔木兹海峡船只安全通行发出的明确威胁、伊朗对科威特持续发动的袭击行动，以及阿拉伯湾地区几乎完全缺乏可用于运输原油和石油产品的船只。 科威特是欧佩克第五大产油国。数据显示，该国今年1月份的石油产量约为260万桶/日。 分析人士预计，随着储油空间逐渐耗尽，阿联酋和沙特阿拉伯可能很快也不得不削减石油产量。 科威特国家石油公司强调，公司"已做好充分准备，一旦条件允许即可恢复正常生产"。 由于伊朗战争引发全球能源供应严重扰动，本周油价累计飙升约35%。在伊朗威胁袭击船只的背景下，船东担心油轮安全，已经停止通过关键航道——霍尔木兹海峡。 包括科威特在内的海湾阿拉伯产油国，大部分原油都需要通过霍尔木兹海峡出口。这条狭窄水道是波斯湾进出外海的唯一通道，全球约20%的石油消费量都经由该海峡运输。 由于油轮运输几乎停滞，大量原油正在中东地区不断积压却无法外运。随着储存空间逐渐耗尽，海湾产油国只能被迫减少产量。 伊拉克官员此前表示，由于储存能力接近极限，伊拉克已经将石油产量削减每日150万桶。 摩根大通全球大宗商品研究主管Natasha Kaneva在周五表示：“市场的定价逻辑，正在从单纯反映地缘政治风险，转向应对切实的运营中断。” Kaneva的报告还指出，如果美伊战争持续超过三周，海湾国家的储油能力将被耗尽，届时这些国家可能被迫进一步关闭生产，从而推高全球基准布伦特油价至每桶100美元以上。 摩根大通预计，如果霍尔木兹海峡持续关闭，到下周末全球石油减产规模可能超过每日400万桶。 周五布伦特原油期货单日上涨8.52%，收于92.69美元/桶。美国WTI原油期货上涨12.21%，收于90.90美元/桶。 美国WTI原油期货本周累计上涨35.63%，创下自1983年该期货合约推出以来的最大单周涨幅。布伦特原油本周上涨28%，为2020年4月以来最大周涨幅。 伊朗战争同时也冲击了全球天然气供应。卡塔尔周一因遭到伊朗袭击，已关闭液化天然气(LNG)生产设施。卡塔尔占全球液化天然气出口量约20%。