The cuts, which employees had been expecting for weeks, will be Meta's largest layoff since 2023.

格隆汇4月24日｜恒指期货夜盘收跌0.46%，报25802点，低水113点。

Rachel Bronson, senior fellow at the Chicago Council on Global Affairs, senior advisor at the Bulletin of the Atomic Scientists, and author of "Thicker than Oil: America's Uneasy Partnership with Saudi Arabia" joins Scarlet Fu on "Bloomberg Markets." (Source: Bloomberg)

格隆汇4月24日｜据一名美国官员和一名知情人士透露，伊朗革命卫队海军本周在霍尔木兹海峡布设了更多水雷。在听取了有关最新进展的汇报后，特朗普总统周四在社媒上命令美国海军毫不迟疑地击沉任何布雷的伊朗船只。海峡中的新水雷可能会加剧国际能源署（IEA）所称的全球市场历史上最大的石油供应中断——其规模甚至超过了1970年代的石油危机。这是自战争爆发以来伊朗第二次在该海峡布雷。目前尚不清楚第一轮布设的所有水雷是否已被发现和清除。消息人士称，美军探测到了伊朗的布雷行动并一直在密切跟踪。美国官员表示，美国知道伊朗布设了多少新水雷，但拒绝透露具体数字。白宫拒绝就情报问题置评。

Shares of Palantir Technologies (NASDAQ:PLTR) are down roughly 7% in Thursday afternoon trading, changing hands near $142 after starting the session at $152.62. The slide comes despite a fresh $300 million contract with the U.S. Department of Agriculture and a new Buy initiation from DZ Bank. The pullback is striking given the backdrop. Palantir’s year-to-date ... Palantir Drops 7% Despite $300M USDA Win: Is the Dip a Buying Opportunity?

Palantir Drops 7% Despite $300M USDA Win: Is the Dip a Buying Opportunity? Yahoo Finance

Palantir Drops 7% Despite $300M USDA Win: Is the Dip a Buying Opportunity? 24/7 Wall St.

John M. Chase/iStock Unreleased via Getty Images Virginia-based TowneBank ( TOWN ) released its Q1 2026 financial results after the closing bell on April 22. The company fell short of expectations on both its top and bottom lines. Adjusted earnings per share of $0.74 were $0.01 shy of analysts’ predictions. Revenue of $246.5 million missed the mark by $6.3 million. TOWN has lost about 2.3% of its value today on an overall down day for the market. This analysis is my second for TowneBank on Seeking Alpha, having first written about the company in December of 2025 . At that time, I rated its stock as a Hold based on its valuation and expectations for FY 2026. TOWN has been quite busy in the mergers and acquisitions space over the last year, with its most recent deal for Dogwood State Bank closing on January 12 . This followed two other deals from 2025 that I discussed in my first article. The pace of acquisition activity for TowneBank factored into my rating for its stock as well. After looking through the company’s most recent earnings report , I do not see a significant reason to change my assessment of TowneBank’s prospects for this year. I do think the company has assembled a very attractive geographic footprint in Virginia and the Carolinas. However, I think most of the positives for TOWN are currently reflected in its price. Company Snapshot Founded in 1999, TowneBank offers a full range of banking and other financial services with over 70 branch locations in Virginia, North Carolina, and South Carolina. TOWN also operates one branch in Northeast Tennessee that was acquired from Dogwood State Bank earlier this year. The company also controls a number of financial subsidiaries that include Towne Wealth Management, Towne Insurance Agency, Towne Benefits, TowneBank Mortgage, and TowneBank Commercial Mortgage. The company owned Towne Vacations , a resort property management firm, up until April 6 of this year, when it was sold to another company for $250 million. Fo...

Looking at the universe of stocks we cover at Dividend Channel, in trading on Thursday, shares of General Dynamics Corp (Symbol: GD) were yielding above the 2% mark based on its quarterly dividend (annualized to $6.36), with the stock changing hands as low as $315.54 on the day.

Meta Platforms, Inc. (META) Stock Price Today MEXC Exchange

TSLA Price Today: Tesla, Inc. Stock Price, Quote & Chart | MEXC MEXC Exchange

Amazon.Com Inc. (AMZN) Stock Price Today MEXC Exchange

Tesla, Inc. (TSLA) Stock Price Today MEXC Exchange

Looking at the universe of stocks we cover at Dividend Channel, in trading on Thursday, shares of HP Inc (Symbol: HPQ) were yielding above the 6% mark based on its quarterly dividend (annualized to $1.2), with the stock changing hands as low as $19.86 on the day. Dividends are

如果凯文·沃什最终获得确认成为下一任美联储主席，他准备在从通胀框架到资产负债表管理等关键领域推行深刻的改革。这位前美联储理事在4月21日的参议院确认听证会上清晰地勾勒出与前任截然不同的施政蓝图。 摒弃“前瞻性指引”，重构通胀治理框架 沃什在长达两小时的听证会上多次强调，美联储需要进行“彻底的体制改革”。他严厉批评了美联储在2021年至2022年期间的通胀误判，称其为“致命的政策错误”，并认为美国经济仍在为此付出代价。他主张建立一个“全新的通胀框架”，核心在于改变与市场的沟通方式。他明确批评现行的“前瞻性指引”是“相当无益的”，认为官员过早透露利率路径会使政策制定在面对经济变化时陷入僵化。他倾向于在美联储内部进行更“混乱”、更具争议性的公开辩论，允许真实的异议存在，而非形成内部一致的共识。 推动“缩表”与“降息”双线并行 在货币政策工具的选择上，沃什主张回归传统。他认为美联储应主要依赖利率工具来实现政策目标，而非依赖庞大的资产负债表。他指出，庞大的资产负债表不公平地偏袒了持有金融资产的富人，而利率工具对整体经济的影响则更为公平。他主张“渐进且有序”地缩减资产负债表，使其回归货币政策本位，退出类似财政机构的职能。 值得注意的是，分析人士指出，沃什的“降息”倾向与其“缩表”主张并不矛盾——通过缩减资产负债表释放政策空间，同时依靠人工智能等技术进步带来的生产率提升作为降息的理由，这构成了其“双线并行”的核心政策逻辑。 捍卫独立性，力回应“去政治化” 面对多位参议员关于其是否会沦为总统“提线木偶”的直接质问，沃什给出了斩钉截铁的回应：“绝对不是。”他作证称，总统“从未要求我承诺任何特定的利率决定”，即便总统施压，他也“绝不会同意”。他提出了一种务实且带有现实主义色彩的观点：“美联储的独立性取决于美联储自身”，需要通过实现低通胀的业绩来赢得独立。 若沃什成功接管美联储，这将意味着一个重大转向：美联储将不再被视为激进的“救市者”，而更像一个严守本分的“监管者”——专注于通胀，剥离财政职能，并减少对市场的“保姆式”口头干预。而这究竟是开启一个繁荣新时代，还是引发与市场的摩擦，将取决于他如何在“体制改革”与维护金融稳定之间寻找平衡。 责任编辑：张俊 SF065

格隆汇4月24日｜对于美国总统特朗普一而再再而三地称“伊朗内部分裂争斗”，当地时间4月23日晚，伊朗总统佩泽希齐扬、议长卡利巴夫及司法总监埃杰伊通过社交媒体共同发布信息指出，“在伊朗，不存在所谓的‘强硬派’或‘温和派’。我们都是‘伊朗人’，都是‘革命者’。凭借人民与政府之间坚如钢铁的团结，以及对最高领袖的完全服从，我们将让侵略者追悔莫及。”特朗普当天早些时候曾通过社交媒体发帖称，“伊朗正极其艰难地试图弄清楚谁才是他们的领导人，他们根本不知道。‘强硬派’在战场上输得一败涂地，‘温和派’其实一点都不温和，但正赢得尊重，双方之间的内斗简直疯狂。”

QuantumScape (NYSE:QS), the pre-revenue solid-state battery developer, used its Q4 2025 report to pair a narrow earnings beat with a strategic pivot: chasing AI data centers, robotics, aviation and defense as new markets for a battery that has yet to power a single commercial electric vehicle. Q1 EPS of -$0.16 eased past the -$0.18 consensus. ... No Products and No Revenue, but QuantumScape Is Ready to Take On the AI Boom

美国运通周四公布的第一季度财报显示，受高端客户强劲消费推动，公司盈利超出市场预期，持卡人消费增速创下三年新高。 核心业绩全面超预期 财报显示，截至3月31日的一季度，美国运通净利润同比增长15%至29.7亿美元，每股收益为4.28美元，较上年同期的3.64美元显著提升，高于分析师普遍预期的4.00美元。扣除利息支出后的营收增长11%至189.1亿美元，同样高于市场预期的186.1亿美元。 持卡人消费增速是本次财报的最大亮点。经汇率调整后的持卡人支出增长9%，达到4280亿美元，为近三年来最高季度增幅。其中零售支出增长11%，奢侈品零售支出更是飙升18%。 高端客群成增长引擎 公司首席执行官在财报电话会议上表示：“我们继续看到高端产品在整个客户群中保持强劲需求。”去年推出的美国白金卡产品更新后，持卡人消费增速加快，同时保持了极高的客户留存率。 千禧一代和Z世代年轻客户群体表现尤为突出——Z世代支出增长38%，千禧一代增长13%，且这群客户的信用指标优于公司整体水平。 业务板块全面增长 分业务看，美国消费者服务部门营收增长10.6%至91.2亿美元；国际卡服务部门受益于二十个季度连续双位数增长，营收跃升20.3%至35.3亿美元；商业服务部门增长7.1%至43.2亿美元。 净卡费收入增长18%至27.5亿美元，净利息收入增长12%，均成为营收增长的重要驱动力。 中东冲突影响有限 公司首席财务官表示，尽管中东冲突导致部分航班中断和退款请求，但航空支出仍实现了8%的增长，显示高端消费者支出的韧性。 信用质量保持优异 在信贷方面，公司一季度计提信贷损失准备金13亿美元，略高于去年同期的12亿美元。净核销率为2.0%，低于上年同期的2.1%。 重申全年指引 展望未来，公司重申2026年全年业绩指引，预计营收增长9%至10%，每股收益在17.30至17.90美元之间。 尽管业绩亮眼，美国运通股价周四下跌约4.6%至317.76美元。分析人士指出，股价回调可能与前期涨幅较大以及投资者对高运营支出的担忧有关。 责任编辑：张俊 SF065

Dylan Patel, founder and chief analyst at SemiAnalysis, laid out a blunt thesis on the Invest Like the Best podcast (EP.468): “People are like, oh, the memory story is overplayed. Everyone gets it. And it’s like, no, no, no, you don’t get it. DRAM will double or triple from here still, because that’s how much ... ‘DRAM Will Double or Triple From Here’ as AI Demand Outpaces Supply Chain Capacity

‘DRAM Will Double or Triple From Here’ as AI Demand Outpaces Supply Chain Capacity 24/7 Wall St.

德国 西门子 能源公司周四宣布，鉴于数据中心扩建带动的电力设备需求持续高涨，公司再度上调2026财年业绩指引，并对全年增长持乐观预期。 核心指引大幅上调 根据最新公告，西门子能源预计2026财年可比营收增长率将从此前预测的11%至13%上调至14%至16%。利润端表现更为亮眼：公司预计全年净利润约为40亿欧元，显著高于此前30亿至40亿欧元的目标区间；税前自由现金流预计将从40亿至50亿欧元大幅提升至约80亿欧元。 在利润率方面，公司预计剔除特殊项目前的利润率将从9%至11%上调至10%至12%。这一乐观预期主要得益于电网技术和燃气服务两大核心业务的强劲表现。其中，电网技术部门营收增速预期从19%至21%大幅上调至25%至27%，利润率预计提升至18%至20%。 AI数据中心成核心驱动力 此次上调指引的背后，是人工智能数据中心对电力基础设施需求的爆发式增长。数据显示，仅2026年第一季度，约25%的需求直接来自数据中心客户。燃气轮机订单预计将在2026年达到峰值，开发商正在为超过60吉瓦的新增燃气发电能力锁定设备。 西门子能源北美总裁表示，涡轮机供应已成为新的发电项目落地的主要瓶颈，目前新订单的交付排期已接近2030年。为应对这一局面，公司已宣布投资10亿美元扩大在美国的涡轮机和电网设备产能。 第二季度初步业绩超预期 伴随指引上调，公司同步公布了第二财季的初步业绩。数据显示，季度订单额达177.49亿欧元，同比增长29.5%，远超市场预期。季度营收为102.94亿欧元，同比增长8.9%。剔除特殊项目前的利润为11.64亿欧元，同比增长28%，利润率从上年同期的9.1%提升至11.3%。 值得注意的是，此前持续亏损的风电部门亏损幅度大幅收窄，从上年同期的2.49亿欧元降至4400万欧元，接近盈亏平衡点。这为集团整体盈利能力改善提供了额外支撑。 受此消息提振，西门子能源法兰克福上市股价盘中上涨逾6%，创下历史新高，市值攀升至约1580亿欧元，成为德国第三大上市公司。 责任编辑：张俊 SF065

sasirin pamai/iStock via Getty Images I'm initiating SELLAS Life Sciences ( SLS ) with a "Hold" rating. The reason why I'm giving this biotech this rating is because it is in the process of developing its WT1-targeting immunotherapeutic cancer vaccine galinpepimut-s [GPS] for the treatment of patients with acute myeloid leukemia [AML] after 2nd complete remission [CR2] in the ongoing phase 3 REGAL trial. The primary endpoint of this trial is that of overall survival [OS]. The basis of this is that this primary analysis is event-driven and that the company believes that the 80th event is set to happen in the 1st half of 2026. The company is set to announce such an event when it does happen, after which a database lock will occur, and subsequent data will be released afterward. This is a major inflection point for SELLAS during this year. I will be going over this program in detail below, as it is the key growth driver since it is in phase 3 testing. Another reason for the "Hold" rating is because it is in the process of developing another candidate, which is a CDK9 inhibitor SLS009. The company already presented positive results from a phase 2 study using this particular candidate to treat patients with relapsed/refractory AML. Even better, because of these positive results from this mid-stage study, it received positive feedback from the FDA about taking this candidate into earlier lines of therapy. With that being said, it initiated a phase 2 trial using SLS009 in newly diagnosed AML patients. This study is also set to recruit AML patients who become refractory to early azacitidine/venetoclax treatment as well. With an expected data release from the phase 3 REGAL study using GPS to treat AML patients after CR2 in the 1st half of 2026, plus its other candidate SLS009 being developed to target earlier lines of therapy for AML patients, I believe that it is important to place a "Hold" rating on this stock. Phase 3 REGAL Study Is Expected To Have Key Event In First Par...

MSFT Stock to Head Under $400 as Rebound Fails on First Buyout Plan FXLeaders

在年度考核季期间， 亚马逊 正对其两家子公司的数百名白领员工进行一场非同寻常的“头衔革命”。从亚马逊旗下智能家居部门Ring和Blink下月开始，负责产品的员工将不再拥有“产品经理”、“工程师”等传统头衔，取而代之的只有一个统称：“Builder”，他们的上级则被称为“Builder Leader”。 打破官僚，唯问价值 负责监督这一变革的Ring首席产品官在本月的一份内部备忘录中阐述了其核心理念：“我们正致力于让这个组织面向未来，这意味着要透明且对变革持开放态度。我们将过渡到单一职位序列：Builder。” 他写道，在全新的序列下，衡量成功的标准被简化为一个核心问题：“你为客户创造的价值范围和规模是什么？”此举被视为亚马逊首席执行官推动削减企业官僚主义、减少繁文缛节的又一重要举措。此前，亚马逊内部已开通了专门举报“过度流程”的热线。 硅谷潮流，AI重塑职能 “Builder”一词在硅谷正日益流行，特指那些能独立利用AI解决复杂问题、曾经可能需要整个工程师团队才能完成任务的员工。不仅是亚马逊，Meta也在测试向某些岗位授予“AI Builder”的头衔，支付公司Block则开始称呼部分经理为“Player-Coach”。 然而，这一去层级化的实验也引发了内部担忧。对于“资深”或“首席”等头衔的消失，有员工匿名表示，他们担心未来的晋升路径和薪酬谈判会变得更加模糊不清。 对此，亚马逊发言人回应称，员工的担忧是没有根据的，薪酬、成 长和 晋升路径将保持不变。发言人强调，这一改变将“有助于培养一种实验文化，更高效地为客户服务”，其目标是简化结构、加速决策，让每个人的价值体现在“你能构建什么”而非你的头衔是什么。 责任编辑：张俊 SF065

In trading on Thursday, shares of CDR's 6.50 % Series C Cumulative Redeemable Preferred Stock (Symbol: CDR.PRC) were yielding above the 8% mark based on its quarterly dividend (annualized to $1.625), with shares changing hands as low as $20.10 on the day. This compares to an

Key PointsNAND flash memory prices are expected to increase by more than 200% this year.

In trading on Thursday, shares of Hewlett Packard Enterprise Co's 7.625% Series C Mandatory Convertible Preferred Stock (Symbol: HPE.PRC) were yielding above the 5% mark based on its quarterly dividend (annualized to $3.8125), with shares changing hands as low as $74.17 on the d

意大利裕信银行在意外操作下，将其在保险巨头Generali的持股比例从此前的6.7%提升至8.72%。这一消息由Generali董事长在周四的年度股东大会上披露，令市场颇感意外。 持股变动与市场反应 根据股东名册，目前Generali最大股东为通过Mediobanca持股的锡耶纳银行，持股比例为13.19%；其次为Del Vecchio家族控股公司Delfin，持股10.05%；裕信银行以8.72%位居第三。其他重要股东还包括Caltagirone集团和贝纳通集团。 此举之所以令人意外，是因为裕信银行首席执行官此前多次表示将逐步减持。去年6月，他曾表示银行将“随时间推移退出”Generali投资；去年11月他在议会听证会上称，持股已从6.7%降至略高于2%。 官方解释：金融投资而非战略布局 面对市场疑问，裕信银行在声明中强调，Generali股份仅是一项“金融投资”，“提供了有吸引力的财务回报”。银行还表示，整体头寸大部分已通过衍生品对冲，将经济风险和资本占用降至最低。 分析人士指出，裕信银行此时增持Generali，恰逢意大利金融业并购浪潮之际。Mediobanca已被锡耶纳银行收购，使锡耶纳银行间接成为Generali最大股东，围绕Generali的公司治理博弈更加复杂。 双重战线：同步推进德国商业银行收购 与此同时，裕信银行还在推进对德国第二大银行德国商业银行的收购。最新文件显示，裕信银行将其在德国商业银行的直接持股比例提升至26.77%，若计入金融工具则达到32.64%。银行计划于5月5日发起公开收购要约，将其直接持股提升至30%以上。 裕信银行的双线操作引发市场关注。在米兰股市，裕信银行股价承压，Generali股价在平盘附近震荡。 责任编辑：张俊 SF065

Evie, 10, tells the BBC about finding the axolotl - named Dippy - and bringing it home to Leicester.