Alones Creative/iStock via Getty Images AST SpaceMobile ( ASTS ) initially drew my attention because of their ambitious vision in terms of providing a space-based connectivity solution that can be used as a cellular network for smartphones. Needless to say, this is a huge opportunity in itself, especially for regions where connectivity is a problem. However, AST SpaceMobile has already shown its ability to partner with major telecom operators, generate early demand from government customers, and execute a clear satellite launch plan. Not only is AST SpaceMobile talking about what they plan to do in the future, but they are actually doing it, which is why I think ASTS is something worth looking at today. A Big Quarter but the Real Story is Execution AST generated a revenue of $70.9 million in 2025 . Most of this revenue is generated from mobile operator partnerships and US government contracts. In my opinion, this is a key trend because AST is no longer a pre-revenue story. It is generating real revenue. However, most of AST's revenue is generated from gateway equipment sales. Hence, revenue is lumpy. I think that investors should not overreact to a good quarter. They should wait until commercial service is launched. The company’s operating expenses are increasing at a rapid pace due to the rapid deployment of satellites into space. The company’s adjusted operating expenses came in at $95.7 million in the fourth quarter compared to $67.7 million in the third quarter due to its spending of $407 million in capital expenditures compared to $259 million in the third quarter. Q4 BUSINESS UPDATE The most important figure to look at right now is the speed at which it is deploying its satellites into space because it has already deployed BlueBird 6 into space, and BlueBird 7 will be deployed shortly into space, followed by one to two satellite deployments into space each month to deploy 45 to 60 satellites into space by the end of 2026. This figure is the most important beca...

The first charter flight taking British nationals back to the UK from the Middle East has taken off as the prime minister described the ongoing evacuation operation as one of the biggest of its kind. Keir Starmer announced that the delayed plane from Oman, which was originally scheduled to leave at 7pm on Wednesday, had taken off minutes before he addressed a Downing Street press conference. The airlift of British nationals takes place against the backdrop of continued US and Israeli strikes on Iran, with missiles and drones also raining down on other states in the region. More than 2,000 people had arrived in the UK on Wednesday onboard eight flights from the United Arab Emirates. A further 10 flights from the UAE to the UK are expected on Thursday. Starmer said on Thursday: “I want to be very clear, this is a huge undertaking. It’s one of the biggest operations of its kind, many times bigger than the evacuation from Afghanistan. It’s not going to happen overnight, but we will not stop until our people are safe.” However, the UK government has continued to come under pressure from MPs, as well as from British nationals in the Middle East, who have criticised the pace and scale of the evacuation effort. A British person onboard the charter flight from Oman’s capital of Muscat included a passenger named Mark, who described the situation on Wednesday night as a “complete shambles” involving “loads of issues with check-in” and “no communication from the craft or the crew” while being stuck on a transfer bus. In parliament, the Conservative leader pressed the government on how long it would take to get British nationals to safety, while the prominent Labour backbencher and foreign affairs committee chair, Emily Thornberry, passed on the concerns of constituents caught up at Muscat airport who said they had difficulty identifying British consular staff. British Airways has meanwhile said it would run a fourth daily flight from Muscat to London Heathrow – a route it does ...

The S&P 500 Index ($SPX) (SPY) today is down -0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.80%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.16%. March E-mini S&P futures (ESH26) are down -0.20%, and March E-mini Nasdaq futures (NQH26) are up +0.18%. Stock indexes are under pressure today amid concerns about inflation, as oil prices climbed due to mounting disruptions to energy markets from the war in Iran. WTI crude (CLJ26) is up more than +4% at an 8.5-month high, fueling inflation concerns and sending bond yields higher. The 10-year T-note yield rose to a 3-week high today of 4.15%. Join 200K+ Subscribers: Stocks have underlying support from some positive economic and corporate news. Weekly US jobless claims rose less than expected, and Q4 nonfarm productivity rose more than expected. Also, Veeva Systems is up more than +5% after reporting better-than-expected Q1 adjusted EPS. Broadcom is up more than +5% after CEO Tan said the company expects its AI chip sales to top $100 billion next year. In addition, strength in software stocks today is keeping the Nasdaq 100 in positive territory. The US-Israeli war on Iran entered a sixth day with Iran pledging to escalate its retaliation. Arab states across the Persian Gulf reported interceptions of Iranian missiles and drones overnight and into today. Crude prices continued to climb and posted an 8.5-month high today as the Strait of Hormuz remains closed, halting most energy shipments from the Persian Gulf. Iran's Islamic Revolutionary Guard Corps has warned ships not to sail through the passageway, saying that vessels "could be at risk from missiles or rogue drones." The closure of the Strait of Hormuz, which handles a fifth of the world's oil, has curbed exports and forced Gulf producers to stockpile the crude locally in storage tanks. Iraq, OPEC's second-largest producer, shut down oil production at its largest oil fields in Rumalia as local storage tanks filled up. Also, Kayrros reported on Wed...

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 small-cap real estate companies with market capitalizations between $2B and $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: DiamondRock Hospitality ( DRH ), Quant Rating: 4.81, Strong Buy. Getty Realty ( GTY ), Quant Rating: 4.71, Strong Buy. EPR Properties ( EPR ), Quant Rating: 4.68, Strong Buy. CareTrust REIT ( CTRE ), Quant Rating: 4.59, Strong Buy. NETSTREIT ( NTST ), Quant Rating: 4.28. Buy. Bottom quant rated stocks: Fermi ( FRMI ), Quant Rating: 1.00, Strong Sell. SL Green Realty ( SLG ), Quant Rating: 1.16, Strong Sell. Douglas Emmett ( DEI ), Quant Rating: 1.38, Strong Sell. Vornado Realty Trust ( VNO ), Quant Rating: 1.50, Sell. Medical Properties Trust ( MPT ), Quant Rating: 1.67, Sell. More on real estate stocks EPR Properties: The Ride Won't Last Forever, But I'm Holding (Rating Downgrade) EPR Properties: Preferreds Wildly Diverge On Value EPR Properties: While The Market Does Nothing, This High Yielder Is Outperforming EPR Properties to acquire portfolio of seven regional parks Most and least shorted REIT stocks with over $2B market cap

Prada plans to cut outlets and lower brands at Versace Reuters

Campaigners have accused the UK government of in effect allowing child abuse to continue by having an “inconsistent and arbitrary” approach to implementing recommendations from a seven-year statutory inquiry. The claim was made at the high court in London, where a judge said a legal action against the Home Office could continue. The Maggie Oliver Foundation is taking action over the government’s alleged failure to adopt all the changes recommended by the independent inquiry into child sexual abuse (IICSA), which conducted investigations between 2015 and 2022. At a hearing on Thursday, Mr Justice Kimblin allowed the legal action to continue, saying it was arguable that the foundation had a “legitimate expectation” that the government would implement the recommendations. The Home Office is defending the claim. Oliver set up her foundation after quitting her job as a detective with Greater Manchester police to become a whistleblower and speak out about police failings in child exploitation. Christopher Jacobs, for the foundation, told the court that 17 of the 20 recommendations made by the IICSA had not been implemented as of 8 July 2025. The three recommendations at the centre of the claim relate to recording the age, ethnicity, religion and occupation of perpetrators of child sexual abuse, ending the use of pain-inducing restraint on children in custody and ensuring those in care have greater access to justice. Jacobs said about 500,000 children were sexually abused every year and that the government had “effectively allowed the abuse to continue” by taking an “inconsistent and arbitrary approach” to the recommendations. In written submissions, he said: “The claimant maintains that the obfuscations, denials and delays by successive governments in implementing the thorough and extensively reasoned recommendations of the seven-year inquiry must have contributed to thousands of otherwise preventable cases of sexual abuse and exploitation of children over the last three ...

Key Points Dipping into your long-term savings to cover surprise bills could cost you. In addition to penalties, you could risk a retirement savings shortfall. Aim for a three- to six-month emergency fund -- or higher, depending on your situation. The $23,760 Social Security bonus most retirees completely overlook › Life can be unpredictable. Even if you're great at following a budget, you may have periods when your bills come in higher than expected. If your roof springs a leak, for example, that's not the sort of thing you can plan for. Neither is a broken leg and hefty hospital bill to follow. 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 » That's why it's so important to have an emergency fund at all times. That money can cover not only unplanned bills, but a period of unemployment. If you don't have a dedicated emergency fund but you do have a nice pile of money sitting in an IRA or 401(k) plan, you may be inclined to use your retirement nest egg as your backup plan. But here's why having a separate emergency fund is a much better bet. Raiding retirement savings early has consequences If you're sitting on a pretty nice sum of money in your IRA or 401(k), then you may inclined to skip the emergency fund. After all, if you have $240,000 socked away for retirement and need $2,400 in pinch to cover a car repair, that's just 1% of your nest egg. Surely you can replenish that money over time, right? Well, it's not that simple. First, you should know that when you raid an IRA or 401(k) before turning 59 1/2, you're generally subject to a 10% early withdrawal penalty. That $2,400 car repair withdrawal? It'll cost you $240 off the bat. Secondly, when you take a withdrawal from a traditional IRA or 401(k) plan, that distribution is taxable. This holds true whether you're tapping your savings early or n...

The Trade Desk (NASDAQ:TTD) had been largely left for dead by Wall Street investors over the past year. The ad-tech pioneer, once a high-flying darling of the programmatic advertising space, shed some 60% of its value as Amazon (NASDAQ:AMZN) increasingly encroached on its market share in retail media and connected TV (CTV). Slowing growth and ... Back From the Dead: The Trade Desk Soars as Hope Is Resurrected

Source: Bloomberg, 8:21

印度空军一架苏-30战斗机失联 2026-03-06 00:54:41 来源： 同花顺7x24快讯 分享 印度国防部官员透露，该国空军一架苏-30战斗机于当晚7时42分之后从雷达消失，目前已经派出搜救队伍寻找失联战斗机。

Source: Bloomberg, 13:17

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A comic book featuring a “flan cannon”, thermal underwear and “hairy” jam topped the overall UK book chart last week, in the run-up to World Book Day on 5 March. Bunny vs Monkey: Total Chaos!, an instalment of Jamie Smart’s bestselling series, is one of 13 World Book Day children’s books being sold for £1 in the UK for this year’s event, 10 of which make up the entirety of the most recent overall Top 10 book chart for the first time. Smart’s book came in at No 1, having sold 36,479 copies in the week to 28 February, according to the Bookseller. “It’s really amazing to see comics enjoying this boom in popularity right now,” said Smart. “They’re such a fun and immersive way to read a story, and can be really inspiring to help [children] start telling their own stories too.” For many children, “that visual reading is their way in”, said World Book Day executive director Fiona Hickley. “Generally, comic books are funny, and children get the reward of a laugh when they read those books.” Other books that are proving popular this year are “highly illustrated chapter books”, which are a “really good stepping stone between picture books and chapter books”, added Hickley. Coming in behind Bunny vs Monkey are Peppa Pig: One Big Family, published under the name of the titular hog, at No 2; Chaos at the Chocolate Factory, written by Sibéal Pounder and illustrated by Emily Jones, at No 3; and Pablo and Splash: The Castle Quest by Sheena Dempsey, at No 4. The World Book Day charity is selling a total of 16 books at a discounted price this year, with 12 available UK wide, one for sale in Wales only, and three available in the Republic of Ireland only. World Book Day is one of the main partners of the government’s national Year of Reading campaign for 2026, launched in response to a sharp decline in reading for pleasure among adults and children in recent years. “One in three children are saying that they don’t enjoy reading,” said Hickley. World Book Day’s response is “offering ch...

Source: Bloomberg, 0:00

In trading on Thursday, shares of Sotera Health Co (Symbol: SHC) crossed below their 200 day moving average of $15.32, changing hands as low as $15.14 per share. Sotera Health Co shares are currently trading off about 3.7% on the day. The chart below shows the one year performance of SHC shares, versus its 200 day moving average: Looking at the chart above, SHC's low point in its 52 week range is $9.53 per share, with $19.85 as the 52 week high point — that compares with a last trade of $15.28. Click here to find out which 9 other stocks recently crossed below their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

In trading on Thursday, shares of Reynolds Consumer Products Inc (Symbol: REYN) crossed below their 200 day moving average of $23.20, changing hands as low as $22.87 per share. Reynolds Consumer Products Inc shares are currently trading off about 1.9% on the day. The chart below shows the one year performance of REYN shares, versus its 200 day moving average: Looking at the chart above, REYN's low point in its 52 week range is $20.91 per share, with $26.25 as the 52 week high point — that compares with a last trade of $22.94. Click here to find out which 9 other dividend stocks recently crossed below their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

周四，多数海湾地区股市收高，但阿联酋股市再次下跌，延续了前一交易日（即周末伊朗对阿联酋发动导弹和无人机袭击导致暂停交易两天后，其交易所重新开放）的跌势。 重新开盘后，迪拜和阿布扎比交易所临时将证券的跌幅限制设定为5%，以试图降低波动性。 周四，以色列对德黑兰发动了另一波大规模打击，目标是其所谓的伊朗当局基础设施，此前伊朗的导弹曾迫使数百万以色列人冲进防空洞。 迪拜主要股指收盘下跌1.3%，盘中一度下跌4.2%，其中最大银行阿联酋国民银行和蓝筹开发商伊玛尔地产均下跌4.9%。 廉价航空公司阿拉伯航空下跌4.9%，但公用事业公司迪拜电力和水务局上涨5.3%。 XTB MENA分析师米拉德·阿扎尔表示，尽管市场可能仍对地区动态保持敏感，但迪拜的基本面强劲，可能支撑反弹。 阿布扎比指数下跌2.2%，其中阿布扎比第一银行下跌1.2%，阿尔达地产下跌5%。阿布扎比商业银行大跌4.7%。 沙特阿拉伯基准指数收盘上涨0.8%，拉吉赫银行上涨1.7%。 该沙特指数周线上涨0.6%。 Al Moammar信息系统公司与人工智能公司HUMAIN签订设计和建造数据中心的协议后，股价飙升10%，触及每日涨幅上限。 在全年净利润增长之后，ACWA电力和达拉保健公司分别上涨3.5%和6.1%。 沙特市场的反弹是在近期地缘政治紧张局势带来的初步冲击之后，由油价上涨推动的。阿扎尔表示，随着霍尔木兹海峡（一条重要的能源运输路线）持续中断，能源价格有望走强，在此支撑下，股市看起来将延续复苏势头。 油价飙升逾3%，由于战争引发了对中东石油和天然气供应长期中断的担忧，涨势得以延续。 然而，石油巨头沙特阿美的股价下跌了0.7%。 卡塔尔基准指数上涨1%，按资产计海湾地区最大银行卡塔尔国民银行上涨3.2%。 涨幅受到石化制造商卡塔尔工业下跌2.5%和卡塔尔铝业制造公司下跌7%的限制。 作为海湾地区最大的液化天然气生产国，卡塔尔周三宣布天然气出口遭遇不可抗力，消息人士称恢复正常生产可能需要至少一个月。 阿曼和科威特指数均上涨1.3%，而巴林指数下跌1.1%。 在海湾地区以外，埃及蓝筹股指数上涨2.3%，结束了连续四天的下跌，其中领涨的是商业国际银行，涨幅3.7%。 然而，埃及指数周跌幅达3.5%，创下自去年6月以来的最大单周跌幅。 责任编辑：张俊 SF065

BlackRock’s sudden write-down of a loan tied to an Amazon aggregator is reviving concerns about transparency and risk in the rapidly growing private credit market.

Until the conflict with Iran broke out, President Donald Trump was getting — by design or by chance — what he appeared to want in three pivotal financial markets: lower oil prices and Treasury yields, and a weaker dollar. The air strikes that the US and Israel launched over the weekend, and Iran’s counterattacks, are unraveling that. Crude prices have soared as war enveloped the Mideast, ramping up inflation concerns and complicating the Federal Reserve’s path to cutting interest rates again. Treasury yields have jumped as a result, counter to the administration’s stated wish for lower rates on the 10-year note — a benchmark for loans to companies and home-buyers. The greenback, meanwhile, has reclaimed its status as the ultimate haven asset , gaining against almost all world currencies. If that trend persists, it could make American exports less competitive and undermine Trump’s agenda of bolstering the manufacturing industry. US stocks have mostly held up this week. But the peril for the president is that a protracted war leaves energy prices elevated, weakening the investment outlook and consumer sentiment at a time when Democrats are focusing on the issue of affordability as they seek to retake Congress. “These unintended consequences pose a speed-brake on what Trump can achieve, particularly in a midterm year,” said Mina Krishnan , a portfolio manager at Schroder Investment. “The barometers he cares about are the S&P 500, gas prices and mortgage rates. He’s attributed his success to these metrics, which means he’s now tied to any failures.” It’s hardly the first time Trump has upended markets this term, and the reaction this week has been far more tempered than after his April rollout of steep tariffs. The big difference now, however, is that with the war he’s helped unleash, Wall Street is warning Trump may have a tough time containing the fallout . 2022 Scenario The Bloomberg Dollar Spot Index has gained more than 1% this week, while 10-year yields are up rou...

Meta is facing a new lawsuit over its AI smart glasses and their lack of privacy, after an investigation by Swedish newspapers found that workers at a Kenya-based subcontractor are reviewing footage from customers’ glasses, which included sensitive content, like nudity, people having sex, and using the toilet. Meta claimed it was blurring faces in images, but sources disputed that this blurring consistently worked, reports noted. The news prompted the U.K. regulator, the Information Commissioner’s Office, to investigate the matter. Now, the tech giant is facing a lawsuit in the United States, as well. In the newly filed complaint, plaintiffs Gina Bartone of New Jersey and Mateo Canu of California, represented by the public interest-focused Clarkson Law Firm, allege that Meta violated privacy laws and engaged in false advertising. The complaint alleges that the Meta AI smartglasses are advertised using promises like “designed for privacy, controlled by you,” and “built for your privacy,” which might not lead customers to assume their glasses’ footage, including intimate moments, was being watched by overseas workers. The plaintiffs believed Meta’s marketing and said they saw no disclaimer or information that contradicted the advertised privacy protections. The suit charges Meta and its glasses manufacturing partner Luxottica of America with conduct that violates consumer protection laws. Meta has not yet responded to TechCrunch’s request for comment. Clarkson Law Firm, which over the years has filed other major lawsuits against tech giants, including Apple, Google, and OpenAI, points to the scale of the issues at hand. In 2025, over seven million people bought Meta’s smartglasses, which means their footage is fed into a data pipeline for review, and they can’t opt out. Meta told the BBC that when people share content with Meta AI, it uses contractors to review the information to improve people’s experience with the glasses, which is explained in its privacy policy, a...

Meta sued over AI smart glasses’ privacy concerns, after workers reviewed nudity, sex, and other footage Yahoo

Meta sued over AI smart glasses' privacy concerns, after workers reviewed nudity, sex, and other footage TechCrunch

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Rasi Bhadramani/iStock via Getty Images Nvidia's ( NVDA ) $4B supply-chain investment and multi-year InP bottlenecks at Coherent ( COHR ) and Lumentum Holdings ( LITE ) signal that photonics manufacturing, not GPUs, may limit AI scaling. Introduction Within roughly a 48-hour window , two developments reshaped the photonics backdrop surrounding Aeluma, Inc. ( ALMU ). First, Nvidia announced approximately $4 billion in strategic investments and supply arrangements tied to optical interconnect infrastructure for AI data centers. The agreements include $2 billion equity investments and multiyear purchase commitments with major photonics suppliers, including Coherent Corp. and Lumentum Holdings (NVDA - COHR and LITE investment) . One day later, at the Morgan Stanley Technology, Media & Telecom Conference, Coherent’s CEO (Coherent Transcript from the Conference) delivered an unusually direct assessment of the industry’s materials bottleneck: “The industry is constrained on indium phosphide capacity… most likely constrained through next year… it could be years that the industry is constrained.” These remarks landed immediately after Nvidia’s supply-chain move, underscoring the urgency emerging across the sector. Coherent’s leadership also made a broader architectural point: “Physics demands that we switch to optical… the end state is almost every connection in the data center fully optical.” This is not incremental improvement — it is a structural shift in how AI infrastructure will be built and scaled. Taken together, commentary from Nvidia, Coherent, and Lumentum highlights two realities: Optical demand in AI infrastructure is inflecting upward. The III-V materials used to manufacture many optical devices — particularly indium phosphide — are increasingly supply-constrained. That combination creates a favorable backdrop for photonics architectures capable of delivering III-V-class performance while riding silicon manufacturing rails. That is precisely the direction Aelum...

Arjun Raghavan, the CEO of Partners Capital, a firm that manages $75 billion for families and foundations worldwide — and he says AI is the largest risk factor in markets right now. Arjun joined Bloomberg Open Interest to talk about the technology and where he seeks the cracks and opportunities in private credit. (Source: Bloomberg)