Building generational wealth usually does not start with the stock that everyone at the gym is already talking about. It starts with businesses that quietly become part of everyday routines, then use that wedge to build durable and consistent cash flows. For example, consumer brands that move from "occasionally interesting" to "habit-forming" can compound for a very long time, especially when they sit atop hard-to-copy infrastructure. Here are two lesser-known consumer companies that are already rewiring the behavior of their customers in categories that people are unlikely to abandon. 1. Freshpet Freshpet (FRPT 0.76%) sells pet food and owns the cold chain that delivers it. The company has placed over 36,000 branded refrigerators in grocery stores across the U.S. and Canada, and it owns, maintains, and restocks every single one. Each fridge costs roughly $4,000 and pays for itself in product purchases in about six months. No competitor has come close to replicating this infrastructure, because retailers who already have one fresh pet food fridge in their store have zero incentive to cram in a second from an unproven brand.​ That physical moat is now being reinforced by manufacturing scale. Freshpet's third and largest kitchen, in Ennis, Texas, spans 500,000 square feet, sources fresh chicken from within a 150-mile radius, and operates as a landfill-free facility powered by wind-generated electricity with a planned solar-powered battery microgrid. Expand NASDAQ : FRPT Freshpet Today's Change ( -0.76 %) $ -0.64 Current Price $ 83.47 Key Data Points Market Cap $4.1B Day's Range $ 82.66 - $ 84.28 52wk Range $ 46.76 - $ 97.00 Volume 45K Avg Vol 1.3M Gross Margin 38.88 % When fully built, it will house 11 production lines and employ nearly 1,000 people. This is the kind of capital-intensive infrastructure that turns a $1.1 billion revenue company into a structural monopoly in its category.​ The financial trajectory confirms the thesis. Freshpet crossed $1 billion in annu...

美國抵押貸款申請連升第三周。 美國截至2月27日的一周，抵押貸款申請，按周上升百分之11，升幅顯著高於前一周的百分之0.4。 至於30年期固定抵押貸款利率維持6.09厘，與前一周相同。

美國上月私營企業職位增加數目，多過市場預期。 有「小非農」之稱的美國私營企業職位，2月增加6.3萬個，是去年7月以來增長最多。並較市場預期多1.3萬個。 1月數據則由增加2.2萬個，向下修訂至1.1萬個。 有分析指，數據反映美國勞工需求有趨向穩定。

alexeys Brown-Forman ( BF.A ) ( BF.B ) traded higher on Wednesday after beating FQ3 profit expectations even as broad category pressures weighed on its topline once again. Management backed its full-year annual guidance amid a challenging backdrop and noted that visibility is low due to macroeconomic and geopolitical volatility. Growth in emerging markets was a bright spot for the spirits company. Looking ahead, RBC Capital Markets expects to see a trade-down effect continue to happen in terms of pack size and price tier within spirits. Analyst Nik Modi said momentum in international markets and with the RTD portfolio and Jack & Coke could help bring new consumers to the Jack Daniels franchise. "Margins have dealt with a cocktail of pressures, including FX headwinds (BF.B’s US manufacturing base) and inflation from agave/wood/glass and logistics, partially offset by tariff benefits and growth of accretive recently acquired super premium brands, but we believe BF.B can continue to work toward margin recovery," he noted. While the post-pandemic hangover could continue, Modi and his team highlighted that historical valuation on Brown-Forman ( BF.A ) ( BF.B ) appears to be cheap. Shares of Brown-Forman ( BF.A ) ( BF.B ) rose 4.4% at the open. More on Brown-Forman Brown-Forman: Solid Company, Tough Times For Spirits Brown-Forman: Intriguing Long-Term Buy Brown-Forman: Significant Free Cash Flow Generation Underpinned By A Strong Balance Sheet Brown-Forman GAAP EPS of $0.57 beats by $0.11, revenue of $1.04B beats by $40M Brown-Forman Q3 2026 Earnings Preview

格隆汇3月4日｜美国官员称，美国总统特朗普派遣内政部长伯格姆前往委内瑞拉推动石油和采矿业。伯格姆计划会见委内瑞拉代总统罗德里格斯，并将在访委内瑞拉期间公布一项石油协议。

Key Points Harvey Partners initiated a 1,939,399-share position in DNOW during the fourth quarter. The quarter-end position value rose by $25.70 million as a result. DNOW is not among the fund’s top five holdings after the trade. 10 stocks we like better than NOW › On February 17, 2026, Harvey Partners disclosed a new position in DNOW (NYSE:DNOW), acquiring 1,939,399 shares worth $25.70 million. What happened According to a recent SEC filing dated February 17, 2026, Harvey Partners established a new position in DNOW by acquiring 1,939,399 shares. The quarter-end value of the shares was $25.70 million. What else to know This is a new position; the DNOW stake represents 2.3% of Harvey Partners’ reportable 13F assets under management as of December 31, 2025. Top holdings after the filing: NYSE: NPO: $53.4 million (4.8% of AUM) NASDAQ: GLDD: $48.6 million (4.4% of AUM) NASDAQ: MKSI: $46.2 million (4.1% of AUM) NASDAQ: ADEA: $45.1 million (4.1% of AUM) NASDAQ: LASR: $45.1 million (4.1% of AUM) As of Tuesday, DNOW shares were priced at $12.33, down 18% over the past year and well underperforming the S&P 500’s roughly 16% gain in the same period. Company overview Metric Value Price (as of Tuesday) $12.33 Market capitalization $2 billion Revenue (TTM) $2.82 billion Net income (TTM) ($89 million) Company snapshot DNOW distributes a broad range of downstream energy and industrial products, including pipes, valves, fittings, safety supplies, instrumentation, and original equipment under the DistributionNOW and DNOW brands. The company generates revenue through the sale of consumable maintenance, repair, and operating supplies, as well as supply chain and materials management solutions for energy and industrial sectors. It serves upstream, midstream, and downstream energy companies, including drilling contractors, oil and gas producers, refineries, petrochemical firms, utilities, and industrial manufacturers. DNOW Inc. is a leading distributor of energy and industrial products,...

在国情咨文演说中，唐纳德・特朗普总统表示：“你们的401（k）退休账户大幅上涨”——事实确实如此，但最新数据显示，困难支取的比例也在同步攀升。 “自我上任以来，普通401（k）账户余额至少增加了3万美元，”特朗普上月在国会发表年度国情咨文时称。 美国最大的401（k）储蓄计划提供商富达投资周三发布的最新数据显示，2025年全年，401（k）账户平均余额增加14，700美元，达到146，400美元，年末较上年同期增长11%。 富达还发现，2025年个人退休账户平均余额增加9，561美元，至137，095美元，同比增长7%。 先锋集团另一份报告显示，退休账户平均余额上涨13%，主要受市场收益推动。 先锋集团同样于周三发布的报告显示，截至2025年底，所有计划的平均账户余额为167，970美元。 富达投资思想领导力副总裁迈克・沙姆雷尔表示，账户余额的增长还受到多项“非财务因素”的进一步支撑，例如积极的储蓄行为。 目前，401（k）平均缴存率（含雇主与员工缴存）为14.2%，略低于富达建议的15%储蓄率。 不过，主要股指的持续向好也提供了助力：标普500指数连续第三年实现稳健上涨，2023年上涨24%，2024年上涨23%，2025年上涨16%。 纳斯达克 指数2025年大涨20%， 道琼斯 工业平均指数上涨近13%。 401（k）困难支取比例上升 尽管如此，储户仍在从账户中支取现金，专家称这一现象表明存在潜在财务压力。 富达数据显示，2025年有未偿还贷款的员工占比为19.4%，略高于2024年的18.9%。去年约有9%的员工从401（k）账户新增贷款（含困难支取），低于2024年的9.5%。 先锋集团报告显示，困难支取比例有所上升。2025年约有6%的员工进行了困难支取，创下历史新高。 多数金融专家不建议动用401（k）账户资金，因为这会丧失复利效应。401（k）计划的所谓“资金流失”——尤其是全额取现——可能危及长期退休保障。 沙姆雷尔表示：“我们希望看到这些数字呈下降趋势。好消息是，即便近期受美伊冲突引发市场波动，今年人们仍在保持专注、按计划储蓄。” 责任编辑：李肇孚

格隆汇3月4日｜美、布两油短线走高约1美元，此前伊朗否认情报部门曾与美国中央情报局接触以进行谈判。

The conflict in the Middle East has disrupted global supply chains and triggered price rises across a range of categories, prompting accusations of price gouging and warnings of worse to come if the conflict persists. Here we take a look at the impact so far. Petrol Fuel pump prices have risen slightly across the UK and Europe since Israel and the US started bombing Iran on Saturday and much higher rises are expected. Brent crude, the global benchmark for oil prices, jumped 10% to $82 (£61) a barrel on Monday before easing on Wednesday to $78. Britain’s AA has said record prices could come within the next two weeks. The Irish taoiseach, Micheál Martin, said there was “no excuse” for fuel price rises because Ireland’s oil came from the North Sea. “We don’t want any price gouging going on,” he added. Spain’s government said it was monitoring petrol prices to avoid speculative movements. Heating oil Some suppliers in Northern Ireland, where almost two-thirds of homes use oil for heating, have increased prices by more than a third. On 26 February the average price of 500 litres was £307 but some providers are now charging up to £425, the BBC reported. Airline tickets The price of flights between Europe and Asia have jumped since the closure of large Middle East hubs led to thousands of flights being cancelled. Stranded passengers who have tried switching to other carriers and routes have encountered higher fares and limited availability. Michelle Wiese Bockmann, a commodities analyst, said on X that airlines were “gouging” people who were desperate to get home. She has been quoted fares ranging from €2,400 to €3,600 to get to London. “Governments need to step in and take control. This is worse than the pandemic. Disgraceful,” she added. View image in fullscreen The conflict is having an impact on maritime insurance. Photograph: Olivier Hoslet/EPA Private jet operators have ratcheted up prices even further, with one charging £20,000 per seat on a jet leaving Oman for Mil...

Shopify (NASDAQ: SHOP) just delivered a 15-fold surge in AI-powered search orders after integrating Google AI into its platform. With revenue growing by more than 30% but margins tightening, this stock sits at a crossroads. If AI execution turns into sustained earnings growth, the upside could be enormous. But if growth slows, volatility may continue. Stock prices used were the market prices of Feb. 24, 2026. The video was published on March. 2, 2026. 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 » Should you buy stock in Shopify right now? Before you buy stock in Shopify, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Shopify wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $526,889!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,103,743!* Now, it’s worth noting Stock Advisor’s total average return is 947% — a market-crushing outperformance compared to 192% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 4, 2026. Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Shopify. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. ...

美国总统唐纳德·特朗普在与 美国银行 的高风险博弈中支持加密货币公司，争论焦点在于它们能否提供类似利息的稳定币收益。 特朗普在周二晚些时候的社交媒体帖子中，加大了对银行的压力，要求其在稳定币收益问题上让步。 这是阻碍国会通过《清晰法案》的关键争议点，该法案是与去年批准的《天才法案》配套的立法，旨在为受监管的稳定币建立框架。 特朗普在帖子中表示：“《天才法案》正受到银行的威胁和破坏，这是不可接受的。他们需要与加密货币行业达成一项好协议，因为这最符合美国人民的利益。” 虽然特朗普支持加密货币行业的决定可能会影响共和党领导的国会中本党成员的态度，但他的支持是否足以确保法案通过尚不清楚。此举也引发了关于潜在利益冲突的新问题，因为据报道，总统及其家族从包括加密货币平台World Liberty Financial在内的公司利益中获得了数亿美元财富。 这两个行业之间的争端集中在像Coinbase这样的加密货币公司能否提供稳定币收益。虽然加密货币公司认为这是一项有利于消费者的创新，可以让人们利用闲置资金赚钱，但银行警告称，这种竞争性产品可能会从它们的行业中吸走数万亿美元的资金。 资产规模最大的两家美国银行 摩根大通 和美国银行的高管援引了财政部的一项研究，该研究表明，如果稳定币提供收益，银行可能损失高达6.6万亿美元的存款。这可能会破坏一些银行的稳定，尤其是规模较小的银行，并切断为全国各地企业提供贷款的融资来源。 摩根大通首席执行官杰米·戴蒙周一表示：“不能这样，让这些人不受任何监管地做一件事，而那些人做另一件事。如果这样做，公众将付出代价。情况会变得很糟。” 据知情人士透露，近几个月来，总统在双方之间主持了一系列白宫会议，希望能促成协议，但银行并未让步。 现在，他明确表示支持加密货币。 特朗普在帖子中表示：“美国人应该用他们的钱赚钱。这个行业在即将真正成功之际，不能从美国人民手中被夺走。” 责任编辑：张俊 SF065

财联社3月4日讯（记者 张校毓） 阿迪达斯2025年“成绩单”今日出炉，去年全年，公司营业收入达248亿欧元，同比增长13%。其中，大中华区实现营收36.2亿欧元，同比增长13%。同日，阿迪达斯官方宣布，公司全球CEO古尔登任期延长至2030年12月31日。 财报显示，2025年第四季度，阿迪达斯品牌全球实现营收61亿欧元，同比增长11%；当季公司毛利率较上年同期提升1个百分点至50.8%。 全年整体来看，阿迪达斯品牌全球营收达248亿欧元，创历史新高，在货币中性下（下同），同比增长13%（剔除Yeezy影响，下同）；营业利润达到20.6亿欧元，同比增长54%；毛利率较上年同期提升0.8个百分点至51.6%。 具体到细分业务，2025年鞋类收入同比增长超12%，以ADIZERO 0系列为代表的跑步业务收入同比增长超30%；服饰业务收入同比增长15%，配饰业务收入同比增长6%。 区域市场方面，大中华区作为阿迪达斯最为重要的战略市场之一，业绩连续十一个季度实现增长。财报显示，阿迪达斯品牌大中华区去年营收36.2亿欧元，同比增长13%；去年第四季度营收8.5亿欧元，同比增长15%。 值得注意的是，此前在谈及2025年全年展望、关税影响时，古尔登曾坦言，公司已在第二季度受到数千万欧元的影响，预计2025年接下来，在美国的产品成本将增加2亿欧元，预计在货币中性下，2025年阿迪达斯品牌的营收将保持双位数增长态势，营业利润维持在17亿-18亿欧元之间。而此前基于第三季度表现，阿迪达斯上调了2025年全年业绩指引，营业利润预计将增长至20亿欧元。 近年来，国家相继出台了多项政策，推动体育产业高速及高质量发展。去年9月，国务院办公厅印发的《关于释放体育消费潜力进一步推进体育产业高质量发展的意见》明确提出，到2030年，体育产业总规模目标超过7万亿元。 随着我国体育产业规模的不断扩大，运动服装行业的竞争格局也在不断变化。华经产业研究院的研究报告分析指出，中国运动服装行业形成头部集中、差异化竞争的格局。 其中，安踏以多品牌矩阵领跑市场，覆盖全价格带与多细分赛道；李宁聚焦专业运动转型，借奥运资源与核心科技强化优势；特步深耕跑步垂直领域，索康尼成为高端增长引擎；361°以全品类与下沉市场为抓手。头部企业均通过技术研发、品牌矩阵或细分赛道构建壁垒，行业从规模竞争转向价值竞争，同时女性、户外等...

何小鹏建议，自动驾驶政策可以“聚焦两端、简化中间”，为技术创新和商业探索释放更大空间 【财新网】 自动驾驶技术应沿何种路径落地，行业内长期争论不休。最近一年多，“跃过L3”一派逐渐形成声势。2026年全国“两会”期间，全国人大代表、小鹏汽车董事长何小鹏建议，应推动自动驾驶政策从L2向L4跨越，简化L3中间环节。 国际自动机工程师学会将自动驾驶技术划分为L0至L5共六个级别，其中，L3及以上为自动驾驶。中国国家标准《汽车驾驶自动化分级》也把自动驾驶分为六个级别，与国际标准基本对应。 L3、L4系统均可以在特定环境下完成全部驾驶操作。二者主要区别在于，L3要求驾驶员必须响应系统的接管请求，L4允许用户不接管车辆，系统可自主执行最小风险策略。

美股加密货币概念股集体大涨 Coinbase涨超11% 2026-03-04 22:41:37 来源： 同花顺7x24快讯 分享 文章提及标的 Circle -- Strategy -- 美股加密货币概念股集体大涨，Figure涨超10%，Circle（CRCL）涨超5%，Strategy（MSTR）涨超8%，Coinbase涨超11%。

Image source: The Motley Fool. Wednesday, March 4, 2026 at 9 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Ryan Schroeder Chief Financial Officer — Nicholas Vlahos Director of Investor Relations — Marianne Barr Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Full-Year Revenue -- $249 million, down 9%, reflecting pressure in heavy truck and automotive end markets. -- $249 million, down 9%, reflecting pressure in heavy truck and automotive end markets. Adjusted EBITDA -- $19.4 million for the year, representing a 7.8% margin, versus $26.3 million and 9.6% the prior year. -- $19.4 million for the year, representing a 7.8% margin, versus $26.3 million and 9.6% the prior year. Q4 Revenue -- $57.5 million, down 13.7% from $66.7 million, but up 4% sequentially from $55.3 million in the third quarter. -- $57.5 million, down 13.7% from $66.7 million, but up 4% sequentially from $55.3 million in the third quarter. Q4 Adjusted EBITDA -- Increased by $1.1 million sequentially from the third quarter, indicating margin improvement on higher revenue. -- Increased by $1.1 million sequentially from the third quarter, indicating margin improvement on higher revenue. Cost Actions -- Approximately $4 million in annual savings from restructuring and footprint optimization. -- Approximately $4 million in annual savings from restructuring and footprint optimization. Asia Business Growth -- Segment sales grew 25% year over year after dedicated sales resource expansion. -- Segment sales grew 25% year over year after dedicated sales resource expansion. Tariff Management -- Approximately $10 million of tariff exposure was neutralized via pricing and supply chain measures. -- Approximately $10 million of tariff exposure was neutralized via pricing and supply chain measures. Portfolio Streamlining -- Divested the Centralia Mold division of Big 3, which had negatively impacted earnings. -- Divested the Centralia Mold division of Big 3, which had negatively impact...

Although software stocks have gotten a little reprieve on Wall Street recently, the iShares Expanded Tech-Software Sector ETF (IGV 0.01%) is still down by more than 20% since the beginning of the year as of the close of trading on Tuesday. Investors have been lowering their terminal multiples on these stocks, and selling them due to concerns that artificial intelligence (AI) will be able to build similar software products and services much more quickly and efficiently. Models from Claude to Perplexity to ChatGPT are certainly impressive, and they can complete a range of different tasks well. So it's understandable that investors and consumers are unsure about what the tech world is going to look like in the future. However, in a recent interview on CNBC, Nvidia CEO Jensen Huang said "the markets got it wrong" on enterprise software. Here's his argument. Replacements or assistants? Concerns about where the trend is heading have mounted as AI companies have released new agentic AI tools and chatbots that not only can answer queries and create certain types of content when prompted, but can also carry out tasks that might have otherwise required more time. For instance, Claude Cowork can conduct a range of tasks, such as organizing files, summarizing Slack or email conversations, and automating workflows. Claude creator Anthropic also released new agentic AI tools that could help in specific job areas such as wealth management, investment banking, and human resources. For instance, these tools could review deals, conduct portfolio analysis, or produce guidance materials for a company's recent hires. Perplexity CEO Aravind Srinivas recently retweeted a user who claimed to have used Perplexity Computer's $200-per-month system to build a terminal that analyzed real-time data for Nvidia stock, mimicking the services provided by Bloomberg terminals -- dedicated machines that cost users $30,000 per year. Expand NYSEMKT : IGV iShares Trust - iShares Expanded Tech-Software Sec...

Leestat/iStock via Getty Images By Paolo Pizzoli , Senior Economist, Italy, Greece Growth was gradually accelerating by the turn of the year… The second estimate from Istat confirmed that in the fourth quarter of 2025, Italy's seasonally and working day-adjusted GDP expanded 0.3% after an upward-revised 0.2% in the third quarter. On the year, GDP was up 0.8%. The supply-side angle shows that value added posted positive quarterly gains in agriculture (+0.2%), services (0.1%) and, more markedly, in industry (+0.8%). …on a domestic demand drive As is always the case at the second estimate stage, the focus of today’s release is on the disclosed demand breakdown. As expected, quarterly GDP growth was driven by domestic demand and gross inventories. Inventory accumulation turned out to be the main driver (+0.7% contribution), followed by gross fixed capital formation (+0.2% contribution) and private consumption (+0.1% contribution), while public consumption was growth-neutral. The 0.7% quarterly drag from net exports builds on a 1.2% contraction in exports and a 1% expansion in imports. Slow consumption was expected - strong residential and soft infrastructural investment were not The detailed breakdown offers both confirmations and surprises. The marginal increase in private consumption was on the cards. Notwithstanding a resilient labour market and low inflation, consumer surveys had anticipated the continuation of a prudent approach on the household side. The breakdown of the gross fixed capital formation aggregate comes as a surprise, though, as the onus of the positive push on growth rests on the residential part of the construction component - which, in principle, is less prone to benefit from the final (official) leg of the recovery plan. The infrastructural part surprisingly contracted, signalling a pause in the rush to complete investment plans. Whether this reflects growing manpower availability constraints or the awareness that it will be possible to complete m...

Key Points Software stocks have sold off steeply this year as investors worry that AI systems will be able to replicate many of their current products. Many software companies are delivering strong financial performances and integrating AI into their businesses. Nvidia's CEO thinks investors are misinterpreting the situation in the enterprise software space. 10 stocks we like better than iShares Trust - iShares Expanded Tech-Software Sector ETF › Although software stocks have gotten a little reprieve on Wall Street recently, the iShares Expanded Tech-Software Sector ETF (NYSEMKT: IGV) is still down by more than 20% since the beginning of the year as of the close of trading on Tuesday. Investors have been lowering their terminal multiples on these stocks, and selling them due to concerns that artificial intelligence (AI) will be able to build similar software products and services much more quickly and efficiently. Models from Claude to Perplexity to ChatGPT are certainly impressive, and they can complete a range of different tasks well. So it's understandable that investors and consumers are unsure about what the tech world is going to look like in the future. However, in a recent interview on CNBC, Nvidia CEO Jensen Huang said "the markets got it wrong" on enterprise software. Here's his argument. 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 » Replacements or assistants? Concerns about where the trend is heading have mounted as AI companies have released new agentic AI tools and chatbots that not only can answer queries and create certain types of content when prompted, but can also carry out tasks that might have otherwise required more time. For instance, Claude Cowork can conduct a range of tasks, such as organizing files, summarizing Slack or email conversations, and automating workflows. Cl...

特朗普政府上周五决定将Anthropic列入黑名单，并将其技术列为供应链风险后，国防科技公司已通知员工停止使用Claude，转而使用其他人工智能模型和助手。 投资该领域初创企业的J2Ventures管理合伙人亚历山大・哈斯特里克表示：“我们旗下大多数公司都承接着大额国防合同，因此对相关要求的解读非常严格。” 哈斯特里克称，其公司投资的、与美国国防部合作的10家投资组合公司，“已停止在国防业务场景中使用Claude，并正积极推进替换服务的工作”。 此外，据媒体周二晚间报道，洛克希德・马丁等国防承包商预计将把Anthropic的技术从其供应链中剔除。 Anthropic首席执行官达里奥・阿莫迪今年1月曾向CNBC透露，该公司约80%的收入来自企业客户，如今这一局面对其而言是突如其来的逆转。 Anthropic于2024年底通过与软件及服务提供商帕兰提尔（Palantir）的合作，进入美国国防部的技术生态体系。该协议签署数月后，Claude凭借与国防部签订的价值2亿美元合同，成为首个部署在政府机密网络中的主流大模型。此后，该模型在商业领域的受欢迎程度持续飙升，尤其在编码助手领域表现突出。 美国国防部长皮特・赫格塞思在社交平台X上宣布，任何与美军有业务往来的承包商及供应商，均不得与Anthropic开展商业合作。 此项禁令发布前，Anthropic高管拒绝满足政府对其模型使用的相关要求。高管们希望获得承诺，即其人工智能不会被用于全自动武器或对美国民众进行大规模国内监控。 据媒体此前报道，即便在特朗普政府发布禁令后，Anthropic的模型仍在为美军在伊朗的军事行动提供支持。 此事远未得到解决。 Anthropic仍可通过法律途径上诉，但尚未采取行动，因为目前尚无官方正式举措——相关限制大多仅停留在社交媒体发文层面。 Anthropic在周五发布的一篇博客文章中援引国会颁布的一项联邦法规称，赫格塞思无权限制与Anthropic合作的企业与政府开展业务。 该公司写道，即便供应链风险认定正式生效，也仅适用于企业在国防合同中使用Claude的场景，“不会影响承包商使用Claude为其他客户提供服务的方式”。 除了提及这篇博客文章外，Anthropic拒绝发表更多评论。 但多位国防科技公司高管（因事件敏感性要求匿名）表示，他们正提前让员工停用Claude。 一位国防公司高管称，上周已...

Follow Nvidia on Seeking Alpha! Learn more about Seeking Alpha Quant Ratings Get Started With Seeking Alpha Premium Now This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Welcome to 2 Minute Analysis. Our goal is to not only entertain, but provide value and insights about the investments you care about. Today's episode is from this request. So, let's throw 2 minutes on the clock and dive in. Today, we are diving into the market darling, NVIDIA Corporation, ticker symbol NVDA. Kicking things off here with the Quant rating system, it is currently a Hold on the stock, and we're going to dive into the Factor Grade metrics here in just a moment. Jumping over to Seeking Alpha Analysts, they currently have a Buy in aggregate on this stock, and that's from 44 analysts providing their coverage in the last 30-days. Lastly, Wall Street is a Strong Buy on this stock, and that's from 61 analysts providing their coverage in the last 90-days. To learn more about how the Seeking Alpha Quant system and Seeking Alpha Analysts outperform the market, visit the link in the description of this video. Now, let's dive deeper. This is a $4.31 trillion market capitalization company found within the information technology sector and the semiconductors industry. Diving into the Valuation grade, it is currently an F, and we look at that PEG non-GAAP forward ratio. It is currently 0.61, compared to the sector at 1.40. So, nice growth factored in there. And second here, looking at the enterprise value-to-EBITDA forward, that is 17.31, compared to the sector at 13.84, in-line there, though. Jumping over to the Growth grade, it’s currently an A-. That revenue growth year-over-year has been 65.47%, compared to the sector at just 10.47%. Looking at that revenue growth forward number though, 51.66% is a massive beat over the sector at 10....

Follow Nvidia on Seeking Alpha! Learn more about Seeking Alpha Quant Ratings Get Started With Seeking Alpha Premium Now This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Welcome to 2 Minute Analysis. Our goal is to not only entertain, but provide value and insights about the investments you care about. Today's episode is from this request. So, let's throw 2 minutes on the clock and dive in. Today, we are diving into the market darling, NVIDIA Corporation, ticker symbol NVDA. Kicking things off here with the Quant rating system, it is currently a Hold on the stock, and we're going to dive into the Factor Grade metrics here in just a moment. Jumping over to Seeking Alpha Analysts, they currently have a Buy in aggregate on this stock, and that's from 44 analysts providing their coverage in the last 30-days. Lastly, Wall Street is a Strong Buy on this stock, and that's from 61 analysts providing their coverage in the last 90-days. To learn more about how the Seeking Alpha Quant system and Seeking Alpha Analysts outperform the market, visit the link in the description of this video. Now, let's dive deeper. This is a $4.31 trillion market capitalization company found within the information technology sector and the semiconductors industry. Diving into the Valuation grade, it is currently an F, and we look at that PEG non-GAAP forward ratio. It is currently 0.61, compared to the sector at 1.40. So, nice growth factored in there. And second here, looking at the enterprise value-to-EBITDA forward, that is 17.31, compared to the sector at 13.84, in-line there, though. Jumping over to the Growth grade, it’s currently an A-. That revenue growth year-over-year has been 65.47%, compared to the sector at just 10.47%. Looking at that revenue growth forward number though, 51.66% is a massive beat over the sector at 10....

Primary Losers: Crockett Cries 'Disenfranchisement' , Crenshaw Crushed Rep. Jasmine Crockett has just lost her Democratic Senate primary in Texas to Democratic state lawmaker James Talarico, who will now try to become the first Democrat in nearly 40 years to win a Senate election in Texas. He will face the Republican winner between longtime incumbent Sen. John Cornyn and Texas AG Ken Paxton. Crockett, a racist , who says that entering the USA illegally is ' not a crime ' and is under FEC investigation for suspicious ActBlue donations, says she's going to file a lawsuit challenging the results due to alleged confusion among some voters in Dallas County over where they were supposed to vote. Speaking with supporters Tuesday night, she says that because of the confusion, "people have been disenfranchised," and that the outcome of the race wouldn't be known until Dallas County's votes are counted. As noted above, Cornyn and Paxton will advance to a runoff in the Texas Republican primary race, after neither candidate manged to receive 50% of the vote. Crenshaw Loses Rep. Dan Crenshaw, R-Texas, was unseated in Tuesday's primary. Tom Williams / CQ-Roll Call via Getty Images file Rep. Dan Crenshaw (R-TX) also lost on Tuesday in his primary bid for the GOP nomination for Texas's 2nd Congressional District - losing to Steve Toth by 15.5 points. Toth repeatedly described Crenshaw as a "neocon" war hawk, while Crenshaw was notably the only House Republican in Texas not endorsed by President Trump (who just made the neocons very happy bombing Iran). Crenshaw voted for the 2024 bipartisan border bill, which received criticism from some Republicans and Trump, according to the Epoch Times . Toth was endorsed by TPUSA , and if you wondered where he stands on Iran - he's a proud supporter of Israel and the Jewish People, and thanks Trump for protecting America from the Iranians. Babette and I are praying for our service men and women across the world as they bravely defend our freedo...

An heiress helping to traffic young women to brutal billionaires: the finale of the banker drama used one of its characters to take on a huge real-life scandal Just who is Yasmin Kara-Hanani? It’s a question that has dogged Industry’s trauma-logged heiress since the series began in 2020. “Who have I married?” wonders Henry Muck, Yasmin’s hapless aristocratic new husband about his ruthlessly ambitious bride in her Lady Macbeth era. The season four finale solves the mystery with a shocking Epstein-inspired arc. As the Tender scandal spirals, revealing the payment processor/wannabe bank as a front for Russian intelligence, the former Lady Muck cuts and runs from her marriage to Henry, as well as her job in communications at Tender. She is now carving a niche for herself trafficking young women to a transnational crew of brutal billionaires hellbent on breaking the social contract nation by nation. Turns out, Yasmin (Marisa Abela) is a millennial-style take on Ghislaine Maxwell. It’s a ruinous evolution perversely pitched as a dream realised. Continue reading...

Source: Bloomberg, 0:00

格隆汇3月4日｜莫德纳(MRNA.US)盘初股价上涨近14%，报56.6美元，创2024年11月以来盘中新高。