JHVEPhoto/iStock Editorial via Getty Images Mea culpa In the movie "The Big Short," Michael Burry was mathematically correct with respect to the fundamentals of subprime mortgages, but he lost money on his timing. I have a vivid memory of him standing at the blackboard as he marked off each week's losses until the day he finally (unfortunately for the economy) was correct. This past November, I had assigned Lumentum Holdings Inc. ( LITE ) a " Strong Sell. " The multiples proved me right, and the same is still true today (actually, I have to admit that); however, I did not expect AI to be that powerful in the narrative. The stock skyrocketed, went beyond all of my dreams, and I am really sorry. I was wrong. Recognizing mistakes is important in our industry. In my area, they say, " only those who do nothing can't make mistakes ". I do not want to make excuses for my latest article but rather to outline the choices and analysis I made in this update of the stock. Today, I am going back to the numbers and am changing my rating to hold. The Company has executed flawlessly; however, the markets are pricing absolute perfection into the shares, which leaves no room for error or margin of safety. The Optical Heart of AI Infrastructure To get an idea of what Lumentum does, move past the idea of high-level software. I personally see Lumentum doing something more basic, yet crucial: creating the physical “cables” or “pipes” required to keep Wall Street’s data center’s computer systems from burning down. Artificial Intelligence ( AI ), as we all know, requires massive computer systems. The traditional copper cabling connecting these systems is no longer sufficient; the cabling heats up excessively, wastes energy, and cannot transmit data quickly enough. A solution to the current problem of how to transfer data at the speed of light is by using light instead of electrical signals. Lumentum creates the specific laser technology (indium phosphide) required to create such an environ...

imaginima/E+ via Getty Images Commercial crude stocks for the week ended February 27: 439.3M barrels . Crude inventory change: +3.5M barrels vs. +16M barrel s for the week ended February 20. Consensus estimate: +3.000M. Gasoline inventory change: -1.7M barrels vs. -1M barrels for the week ended February 20. Distillates inventory change: +0.4M barrels vs. +0.3M barrels for the week ended February 20. ETFs: ( USO ), ( UCO ), ( SCO ), ( BNO ), ( DBO ), ( USL ). More on Crude Oil Futures, United States Oil Fund LP ETF, etc. U.S. December Oil Production Drops War, $200 Oil, And The Market's Reckoning 2 Lines Are Being Crossed In Iran: Why Oil Could Hit $200+ A Barrel U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict Carney says support for U.S. Iran action came “with regret,” cites global order failure

is a senior reporter who’s been covering and reviewing the latest gadgets and tech since 2006, but has loved all things electronic since he was a kid. Posts from this author will be added to your daily email digest and your homepage feed. It was first announced last month without pricing or availability details, but BenQ has now shared all the specs for its new 27-inch 5K display designed for Mac users. The MA270S matches the size and 5,120 x 2,880 resolution of the new Studio Display and Studio Display XDR Apple announced yesterday, including a Nano Gloss surface providing improved viewing angles. The BenQ MA270S will be available through the company’s online store and retailers including Amazon this month for $999, making it $600 cheaper than Apple’s new $1,599 Studio Display. However, it’s not quite as fully-featured as Apple’s latest monitor. The MA270S delivers 99 percent of the P3 color gamut, but is limited to 500 nits of brightness, compared to 600 for the Studio Display. BenQ’s latest also lacks a webcam, and its pair of 3-watt speakers won’t come close to outperforming the Studio Display’s “six-speaker sound system.” Instead of Thunderbolt 5, the MA270S is limited to Thunderbolt 4 speeds and capabilities including daisy chaining multiple screens. The display also includes two HDMI and multiple USB-A and USB-C ports that can be used to connect multiple devices to a computer while also charging them, even while the display is turned off. A built-in KVM switch on the display lets you switch between two connected devices while sharing a single display, mouse, and keyboard. Image: BenQ Its minimalist design and stand is designed to complement the aesthetics of Apple’s hardware, but the MA270S includes other Mac-focused features. You can adjust its volume and brightness using the buttons on an Apple keyboard or MacBook, or you can set the display’s brightness to sync and match macOS’s automatic brightness adjustments. We haven’t had a chance to directly compare ...

The US service economy expanded in February at the fastest pace since mid-2022, as the Institute for Supply Management’s services index rose 2.3 points to 56.1, exceeding all projections in a Bloomberg survey of economists. Michael McKee reports on Bloomberg Television. (Source: Bloomberg)

格隆汇3月4日丨行情显示，比特币涨至73006.7美元，过去24小时内涨8.64%；以太坊涨至2135.69美元，过去24小时内涨9.26%。消息面上，美国总统特朗普表示，美国首个为稳定币发行提供监管框架的《GENIUS法案》正受到银行业的威胁与削弱，同时敦促国会尽快推进加密市场结构法案。此外，美国商品期货交易委员会(CFTC)CFTC已准备在特朗普任期内落实该法案。

Sundry Photography/iStock Editorial via Getty Images There’s a lot to like with GE Vernova Inc. ( GEV ), especially amid the energy-chugging Artificial Intelligence boom. President Donald Trump has taken steps to require AI data center companies to pay for their own energy in an effort to reduce strain on the energy grids that communities across the United States depend on. So far, AI data center builders have been moving rather aggressively to set up energy supplies. GE Vernova, which was spun off from parent company General Electric in 2024, is one of the largest and most diversified electricity companies in the world, active with gas turbines, wind, nuclear, and hydro. GE Vernova is also one of the largest servicing companies in the electric industry, which should pair well with intensifying efforts by technology firms to set up their own power supplies. Google, Microsoft, and other tech companies will struggle not just in setting up power sources, but also in keeping them running. GE is a world leader in gas turbines. While many data center companies are striving for sustainability, using solar and wind power, for example, AI requires high baseload power 24/7. Gas turbines offer one of the more reliable ways to deliver that power. GEV’s backlog for gas turbines and slot reservations leaped from 62 gigawatts (GW) to 83 GW in Q4 2025. The company is targeting 100 GW by the end of 2026. Data by YCharts I believe investors should be careful with banking too much on energy demand. While I expect GE Vernova to continue to enjoy solid demand going forward, I do suspect surging AI energy will taper off as efficiency is emphasized, particularly in inference. While I’m skeptical of an AI bubble, I won’t rule it out either. These concerns, coupled with a soaring stock price and high valuation, result in a hold rating. GE Vernova as a company likely has bright days ahead, but as an investment, the valuation and risks are too high. AI Energy Consumption Demand Will Cool Firs...

Image source: The Motley Fool. Wednesday, March 4, 2026, 8:30 a.m. ET Call participants Chief Executive Officer — Matthew Stevenson Chief Financial Officer — Jesse Weaver Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Net sales -- $155.4 million for the fourth quarter, representing 10.9% growth, with core net sales up 13.5%. -- $155.4 million for the fourth quarter, representing 10.9% growth, with core net sales up 13.5%. Full year net sales -- $613.5 million, marking 1.9% growth and the first annual increase since 2021. -- $613.5 million, marking 1.9% growth and the first annual increase since 2021. Gross margin -- 46.8% in the fourth quarter, an increase of 120 basis points, attributed to pricing discipline, favorable mix, and operational improvements. -- 46.8% in the fourth quarter, an increase of 120 basis points, attributed to pricing discipline, favorable mix, and operational improvements. Adjusted EBITDA -- $33.2 million in the quarter, up from $29.1 million, with adjusted EBITDA margin reaching 21.4% and increasing 56 basis points. -- $33.2 million in the quarter, up from $29.1 million, with adjusted EBITDA margin reaching 21.4% and increasing 56 basis points. Free cash flow -- $3.9 million in the fourth quarter, and $34.2 million for the year, reflecting ongoing positive cash generation. -- $3.9 million in the fourth quarter, and $34.2 million for the year, reflecting ongoing positive cash generation. Net income -- $6.3 million in the fourth quarter, reversing a prior-year period impacted by impairments. -- $6.3 million in the fourth quarter, reversing a prior-year period impacted by impairments. Debt reduction -- Fourth quarter included a $10 million debt prepayment, bringing total prepayments to $100 million since September 2023. -- Fourth quarter included a $10 million debt prepayment, bringing total prepayments to $100 million since September 2023. Net leverage -- Ended the year at 3.75 times, down from a 2023 peak of 5.67 ti...

Chinese EV giant BYD Co. Ltd. reported a drop in sales during the first two months of 2026, which has raised concerns about the world's largest EV maker's sales, including from Tesla Inc. CEO Elon Musk. BYD Sales Drop On Monday, AJ Investment Research posted on the social media platform X, outlining BYD's sales decline in 2026. "BYD is currently running at below 50% capacity and sales dropped 36%," the researcher said. I've never seen a more rapid sales collapse outside a severe ecnomic recession. BYD is currently running at below 50% capacity and sales dropped 36% on a apples-to-apples basis. The trailing 2-months sales rate, which removes the effects of Lunar New Year, is down 36%! Chart… pic.twitter.com/jA8bWOTOGJ Don't Miss: Musk, responding to the post, shared his take on the sales drop. "That's tough sledding," he said in his response. He added that factories perform well when they're running at "above 80% capacity," but shared that factories would function marginally well at 60% capacity, but are "mega pain below 50%." That's tough sledding. Factories do great above 80% capacity, marginal at 60% and mega pain below 50%. Geely Overtakes BYD The news comes as Geely Automobile Holdings Ltd. outsold BYD for the second consecutive month in China, as the former sold 76,000 more units than BYD during the first two months of 2026. Trending: Before the IPO: How One Company Quietly Locked Up 500+ Iconic Character Rights However, overseas sales remain a strong point for BYD, which recently recorded a 165% surge in the European region, while Tesla recorded a 17% decline in sales. Tesla's Cybertruck Price Hike Meanwhile, Tesla hiked the price of the affordable Dual Motor All-Wheel Drive variant of the Cybertruck by $10,000. The Cybertruck lineup now starts from $69,990 for the base trim and goes all the way up to $99,990 for the top-spec Cyberbeast trim level. Despite the seemingly strong demand for the pickup, investor Gary Black, who is the managing director of The Futu...

Source: Bloomberg, 3:07

Apple introduced a low-cost notebook computer called MacBook Neo in a move to expand beyond its premium product base. But Apple stock dipped.

Brave Warrior Advisors, reported a sale of 54,977 shares of OneMain Holdings (NYSE:OMF) on its February 17, 2026, SEC filing, with the estimated transaction value at $3.34 million based on quarterly average pricing. According to a February 17, 2026, SEC filing , Brave Warrior Advisors reduced its position in OneMain Holdings by 54,977 shares during the fourth quarter. The estimated transaction value was $3.34 million based on the quarter's average closing price. The quarter-end value of the stake increased by $82.72 million, a figure that includes both the effects of share sales and stock price changes during the period. OneMain Holdings is a leading consumer finance company focused on providing personal loans and related financial products to individuals underserved by traditional banks. With a nationwide branch footprint and a robust digital presence, the company leverages deep underwriting expertise and risk management to serve a broad customer base. Its scale and diversified product suite support consistent earnings and a competitive position within the non-prime lending market. Continue reading

In early trading on Wednesday, shares of Strategy topped the list of the day's best performing components of the Nasdaq 100 index, trading up 7.8%. Year to date, Strategy has lost about 5.9% of its value. And the worst performing Nasdaq 100 component thus far on the day is Atlassian, trading down 4.9%. Atlassian is lower by about 54.0% looking at the year to date performance. Two other components making moves today are Thomson Reuters, trading down 2.4%, and Old Dominion Freight Line, trading up 6.4% on the day. VIDEO: Nasdaq 100 Movers: TEAM, MSTR The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

美国能源信息署（EIA）：美国上周EIA原油库存增加348万桶，彭博用户预计增加460万桶、分析师预期增加240.533万桶，之前一周暴增1598.9万桶。 精炼厂产能利用率创最近七年来季节性新高。 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。

Daktronics (DAKT 12.66%) stock, which makes jumbotron-sized electronic scoreboards and displays for convention centers and sports stadiums, tumbled 11.3% through 9:50 a.m. ET Wednesday after reporting its first earnings miss in a year this morning. Analysts had forecast a $0.13 per share profit for Daktronics in its fiscal Q3 2026, but the company actually earned only $0.09 per share (adjusted for one-time items) on sales of $181.9 million. Daktronics Q4 earnings Investors seem upset by the earnings, but the numbers weren't objectively bad. Daktronics grew its sales 21.6% year over year in Q3, and earnings were at least positive this year, versus last year's Q3 loss. Earnings calculated under generally accepted accounting principles (GAAP) were less than the adjusted number noted above -- only $0.06 per share. One year ago, however, Daktronics reported losses of $0.36 per share. On the cash flow statement, Daktronics shows $43.9 million in free cash flow generated so far this year. That's down year over year, but ahead of reported earnings. At its current run rate, Daktronics is on course to generate about $58.5 million in cash profit this year. Expand NASDAQ : DAKT Daktronics Today's Change ( -12.66 %) $ -3.15 Current Price $ 21.73 Key Data Points Market Cap $1.2B Day's Range $ 21.73 - $ 23.06 52wk Range $ 10.24 - $ 28.27 Volume 15K Avg Vol 553K Gross Margin 26.85 % Is Daktronics stock a sell? Valued at $1.1 billion, Daktronics stock therefore trades at a price-to-free cash flow ratio of about 19 based on current-year FCF. The stock would therefore need to be growing profits at about 20% annually to make it a "buy" in my book. Is that likely? Probably not. First, sales growth of better than 20% didn't translate into an earnings improvement last quarter. Second, CEO Ramesh Jayaraman noted that new orders grew less than 8% in Q3, implying a slowdown from the quarter's 21.6% sales growth rate. While a fine company, Daktronics stock looks overvalued to me, and I'd sell...

美国2月27日当周EIA精炼油库存变动 42.9万桶，预期 -235.7万桶，前值 25.2万桶。 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。

美国2月27日当周EIA汽油库存变动 -170.4万桶，预期 -197.9万桶，前值 -101.1万桶。 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。

美国2月27日当周EIA原油库存变动 347.5万桶，预期 300万桶，前值 1598.9万桶。 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。

美国2月27日当周EIA库欣地区原油库存变动 156.4万桶，前值 88.1万桶。 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。

Max Zolotukhin/iStock via Getty Images Introduction PrairieSky Royalty ( PSK:CA ) ( PREKF ) is a Canadian royalty company focusing on oil and natural gas in Western Canada, where it has a substantial land package . As royalty companies have very high margins and zero capex (other than growth-related investments), they're good vehicles to speculate on higher oil and natural gas prices, although the torque is, of course, lower than an O&G producer. Data by YCharts Robust volumes, but that doesn’t mean the stock is attractive Looking at the breakdown of the oil and gas volumes attributable to PrairieSky Royalty, we see the company " produced" just under 26,000 barrels of oil equivalent per day , with just over half of the equivalent barrels actually consisting of oil. Natural gas liquids remained an important component of the production mix while the attributable natural gas output remained pretty stable. PSK Investor Relations Volumes and price are, of course, the main elements that determine PrairieSky’s performance. With total average volumes up by about 4% in Q4 and 3% throughout 2025, that part of the equation turned out alright. But unfortunately PrairieSky Royalty had to deal with lower average realized prices. As you can see, realized prices in the final quarter of last year were pretty poor, and although natural gas prices were up compared to Q4 2024, the 19% lower realized oil price and 10% decrease in realized NGL prices have definitely hurt the bottom line. PSK Investor Relations And while the situation is slightly better looking at it from a full-year perspective, the impact of a 3% production increase was completely annihilated by a 7% lower realized price on a barrel of oil-equivalent basis. This ultimately resulted in full-year revenue of C$442M from the sale of oil, natural gas, and NGLs, with an additional C$36.5M classified as "other" revenue (this is predominantly the income from bonus considerations and lease rental income). PSK Investor Relations ...

Brighthouse Financial (BHF +1.09%) was spun out of MetLife (MET +0.67%) in 2017. It operates a life insurance and asset management business. On the surface, it isn't a particularly exciting operation, and its financial performance has been volatile since it became a stand-alone company. But based on its current stock price of around $60 per share, there's the potential for investors to see a very swift 15% gain. Here's what you need to know. What's going on with Brighthouse Financial When Brighthouse Financial reported its fourth-quarter 2025 earnings, the most important update came near the end of the release. It was an update on the insurance company's pending acquisition by Aquarian Capital. The key news is that Brighthouse Financial shareholders have approved the deal. The next step is getting the necessary regulatory approvals, which Brighthouse Financial expects to happen sometime in 2026. Assuming regulatory approval is received, Aquarian Capital will complete its purchase of Brighthouse Financial for $70 per share. Some simple math shows that buying Brighthouse Financial now would yield a gain of around 15%. That gain is likely to happen very quickly after regulatory approval is received, assuming things go as planned. It is important to put the 15% upside on offer into context. Most investors expect stocks to return around 10% a year. And the potential gain from this merger arbitrage opportunity is likely to take place in less than a year, so if you annualize the return, it would be even higher. Merger arbitrage is not risk-free The problem is that there is always a risk that an acquisition like this won't go according to plan. That's why the market price is below the agreed-upon acquisition price. The difference is particularly wide in this situation, suggesting that Wall Street is worried regulators won't approve the deal as currently envisioned. Expand NASDAQ : BHF Brighthouse Financial Today's Change ( 1.09 %) $ 0.65 Current Price $ 60.43 Key Data Point...

Citi has reduced its price target on Oracle Corporation to $310 from $370, citing broad-based multiple compression across the software sector, though the firm maintains its Buy rating ahead of the company’s fiscal third-quarter earnings report. Market Reaction ORCL traded at $152.36 on Wednesday, March 4, 2026, representing a modest gain of 0.022% from the previous close. The stock opened at $150.00 and ranged between an intraday low of $148.18 and a high of $152.81, with trading volume reaching 1.26 million shares by mid-morning Pacific time. The current share price reflects a significant disconnect from analyst price targets, with Citi’s revised $310 target still implying more than 100% upside from current levels. Top Australian Brokers Pepperstone - multi-asset Australian broker - Read our review eToro - Social and copy trading platform - Read our review Get Ahead of the Market Smarter investing starts with better information. The Bull Premium gives you everything you need to grow your wealth and build your future. You will get: Early access to 18 Share Tips - delivered 3 days early A comprehensive weekly market outlook An exclusive complete investing course Sign up today and get your first week free Oracle Core Details The 16% reduction in Citi’s price target comes as software stocks face valuation pressure across the sector, with markets reassessing growth multiples in the current macroeconomic environment. Despite the lower target, Citi’s maintained Buy rating signals continued confidence in Oracle’s fundamental business trajectory, particularly as the company ramps capital expenditures following recent debt and equity issuances. Oracle’s balance sheet position has become a focal point for analysts. As of the second quarter of fiscal year 2026, the company reported $131.7 billion in total debt and negative levered free cash flow of $13.2 billion, with approximately $12 billion allocated to capital expenditures. These figures underscore the massive infrastructu...

核心要点 上周五美国国防部发布禁令后，多家国防科技企业要求员工停止使用 Anthropic 旗下的 Claude，转而使用其他 AI 模型。 J2 创投管理合伙人亚历山大・哈斯特里克谈及旗下企业切换模型时表示：“这绝非因为 Claude 本身存在缺陷。” 特朗普政府虽称已将 Anthropic 列入黑名单，但相关信息大多通过社交媒体发布，而非官方渠道。 2026 年 2 月 19 日，印度新德里，Anthropic 联合创始人兼首席执行官达里奥・阿莫代伊出席 AI 影响力峰会。本周，印度启动全球规模最大的人工智能峰会之一，总理纳伦德拉・莫迪希望在前沿模型的激烈竞争中，将印度打造为 AI 枢纽。 特朗普政府上周五将 Anthropic 列入黑名单，并将其技术认定为供应链风险后，国防科技企业纷纷要求员工停用 Claude，转而使用其他人工智能模型与助手。 “我们投资的多数企业都深度参与大型国防合同，因此对相关要求的解读极为严格。” 专注投资该领域初创企业的 J2 创投管理合伙人亚历山大・哈斯特里克表示。 哈斯特里克在给 CNBC 的邮件中称，其旗下 10 家与美国国防部合作的投资组合企业，“已停止在国防场景中使用 Claude，并正积极推进替换服务的流程”。 与此同时，路透社周二晚报道称，洛克希德・马丁等国防承包商预计将从供应链中移除 Anthropic 的技术。 对 Anthropic 而言，这是一次突如其来的逆转。该公司首席执行官达里奥・阿莫代伊今年 1 月曾向 CNBC 透露，公司约 80% 的收入来自企业客户。 Anthropic 于 2024 年底通过与软件及服务提供商 Palantir 的合作，进入美国国防部生态系统。协议签署数月后，Claude 凭借与国防部价值 2 亿美元的合同，成为首个部署于政府涉密网络的主流大模型。此后，该模型在商业领域的受欢迎度持续飙升，尤其在代码助手领域。 美国国防部长皮特・赫格塞斯在 X 平台宣布，任何与美军开展业务的承包商或供应商，均不得与 Anthropic 进行商业往来。 这一决定源于 Anthropic 高管拒绝满足政府对模型使用的要求 —— 政府希望确保其 AI 不会被用于全自动武器或对美国民众的大规模国内监控。 CNBC 此前报道，即便特朗普政府发布禁令后，Anthropic 的模型仍在支持美军在伊朗的军事行动。 此...

Citi Slashes Oracle (ORCL) Price Target Amid Software Sector Compression thebull.com.au

When Interactive Brokers (NASDAQ:IBKR) talks about what its customers are actually doing with their money, it’s worth listening. These aren’t passive index fund holders. They’re active, globally diversified traders who move fast and think technically. And right now, they’ve been piling into one name above all others. “Nvidia has been the name with us particularly ... Interactive Brokers: Nvidia Is Most Heavily Bought Stock Post-Earnings

Sundry Photography/iStock Editorial via Getty Images A Spanish court has summoned Cloudflare's ( NET ) CEO Matthew Prince as a suspect in a criminal probe into illegal football broadcasting, Bloomberg News reported. Prince has been summoned as a suspect by a Madrid court in a probe into alleged crimes against intellectual property and for obstruction of justice, the report added, citing a copy of the court decision seen by the news outlet. Prince and a representative for Cloudflare, which is also named as a suspect, are slated to appear in court on April 7. Cloudflare did not immediately respond to a request for comment from Seeking Alpha. Neither Prince nor Cloudflare has been formally charged, the report noted. The order is part of a broader tussle by Spain’s football league LaLiga and Telefonica SA’s television operator Movistar+ against unauthorized internet broadcasts of Spanish top-tier football matches. Movistar+ owns a large amount of LaLiga rights, the report added. The order follows another court in December 2025 that authorized LaLiga and Movistar+ to request internet service providers to reveal the addresses that were allowing users to illegally watch live football games. Around 38% of these addresses are linked to Cloudflare, as per LaLiga and Movistar+, the report noted. Through Movistar+, Telefonica offers football to clients on a pay-per-view basis. Football is a vital part of the company's commercial strategy, according to the report. The news about the court's decision was first reported by the Spanish economic and business newspaper Expansión. More on CloudFlare Cloudflare, Inc. (NET) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Cloudflare: AI Traffic And Workers Driving Upside Cloudflare: Accelerating Growth In Times Of Agentic AI Big tech CEOs head to India for major AI summit Tech Voices: Pershing Square-Meta, Cloudflare, ByteDance-Samsung chips

格隆汇3月4日｜英伟达(NVDA.US)涨1.8%，报183.3美元。消息面上，特斯拉“铁粉”、亿万富翁Leo KoGuan称周二买入了100万股英伟达股票，总价值约1.8亿美元。Leo在X平台上发布贴文称：“我坚信AI不是泡沫，这仅仅是开始。”他补充道，计划很快再买入100万股英伟达，以此向紧张的市场表示支持。(格隆汇)

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Growing up Black in Wales in the 1970s, “it was like we were cut off from the rest of mankind”, says Lawrence “Tylo” Taylor. “There was nothing for young Black people.” Despite Cardiff being home to one of the oldest Black communities in the UK, stretching back to the 19th century, it could be a tough place. “As children, the police would abuse you, calling you a Black bastard,” Tylo says. “There was pure racism in school and you’d be singled out by teachers and belittled. We grew up very disillusioned.” There was a cluster of people feeling similarly, looking to find their tribe and identity in Wales. Andrew “Bingham” Binns moved to Cardiff from London in 1970, when he was nine. “It was a culture shock,” he says. “I didn’t even know there was a Wales until I moved here.” As a teenager, he visited New York, Londonand Jamaica and came back changed. Bingham became a Rasta, leaning into his heritage and newfound identity as “a defence mechanism” against the turbulent times, and began to devour reggae. When a friend asked him if he wanted to join his sound system crew, it was a hard yes. View image in fullscreen ‘There was nothing for young Black people’ … Lawrence ‘Tylo’ Taylor at Butetown carnival. Photograph: Courtesy Tylo Both Tylo and Bingham became players in one of the most unheralded, undocumented music scenes in British history: Welsh reggae sound systems. While London, Bristol, Leeds and more have famously vibrated to thunderous dub rhythms in street parties and dance halls – most famously of all at Notting Hill carnival – Wales’s own “sounds” aren’t as well known. But, because of that obscurity, they ended up cultivating some of the UK’s most hard-fought and intensely cherished African-Caribbean culture. Black International was the first sound system in Cardiff, followed by Conqueror Hi Power Sound System, set up by Gilbert Anthony Watt in 1975. A few years later, Tylo and Gary Jemmett set up their own, Countryman, which along with other crews such as Lionhea...

Services ISM Smashes Estimates, Prints At 56.1 Highest Since 2022, As Prices Paid Tumble After the Manufacturing ISM print earlier this week came modestly stronger than expected (albeit with the Prices Paid component spiking and sending 10Y yields higher), some were expecting a similar improvement in today's Services ISM print. What they got instead, was a blowout number, and one suggesting that whatever weakness the US economy was in for much of the latter part of 2025, is now over. At 10:00am ET, the ISM Services print came out at 56.1, the highest print since July 2022, and was 2.3 higher than the 53.8 reported in January - the biggest monthly increase since Sept 2024 Economists expected a print of 53.5. Not only did the number come above the highest estimate, it was a six-sigma beat to the consensus estimate. The breakdown shows improvements across virtually every category (a decline in prices paid is actually a good thing, as it means less inflation/stagflation risk). Digging into the report we find that three demand indicators (the New Orders, Backlog of Orders and New Export Orders indexes) are in expansion, and the Customers’ Inventories Index remains in 'too low’ territory, contracting at a slightly slower rate. That said, a 'too low’ status for the Customers’ Inventories Index is usually considered positive for future production. Regarding output, the Production Index is in expansion for the fourth month in a row, and the Employment Index, though still in contraction, improved by 0.7- percentage points. However, 45% of panelists still indicate that managing head counts is the norm at their companies as opposed to hiring. Finally, inputs (defined as supplier deliveries, inventories, prices and imports) all increased since the previous month’s reading. The Supplier Deliveries Index indicated slower deliveries, Inventories Index contraction has slowed, and the Prices Index took a huge leap to 70.5 percent from 59 percent in January. And while both employment ...

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