Customers are experiencing low pressure or no water due to issues at Bewl Water Treatment Works.

France wing Louis Bielle-Biarrey wins the Player of the Championship award for the 2026 Men's Six Nations.

Key PointsTesla's Q1 vehicle deliveries were up 6% on a year-over-year basis but down 14% from last quarter's performance.

Day 0 Support for Gemma 4 on AMD Processors and GPUs AMD

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Roku Inc (Symbol: ROKU), where a total volume of 16,794 contracts has been traded thus far today, a contract volume which is representative of approximately 1.7

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Trump Media & Technology Group Corp (Symbol: DJT), where a total of 19,950 contracts have traded so far, representing approximately 2.0 million underlying shares. Th

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in AST SpaceMobile Inc (Symbol: ASTS), where a total of 113,874 contracts have traded so far, representing approximately 11.4 million underlying shares. That amounts to abo

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in ACM Research Inc (Symbol: ACMR), where a total of 13,038 contracts have traded so far, representing approximately 1.3 million underlying shares. That amounts to about 11

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in GE Vernova Inc (Symbol: GEV), where a total volume of 19,697 contracts has been traded thus far today, a contract volume which is representative of approximately

柴油市场正在发出强烈信号，这看起来正成为一个真正的宏观压力点。欧洲柴油期货价格一度触及每吨1498美元（折合每桶超过200美元），创下2022年以来最高水平，伦敦市场盘中涨幅高达9.7%。此前，伊朗冲突升级——美以的袭击以及德黑兰的报复行动——实质上已导致霍尔木兹海峡关闭。自一个多月前冲突爆发以来，柴油价格已近乎翻倍，这表明冲击不仅是地缘政治层面的，更是直接传导至核心能源定价。 推动这一走势的供应机制正在迅速收紧。霍尔木兹海峡的中断已使数百万桶成品油退出流通，在需求仍具结构性重要性的背景下，柴油的可获得性受到挤压。与此同时，伦敦市场原油价格已上涨约50%，部分炼油厂被迫降低燃料产量。交易商目前正争相获取原油供应，将货物改道运输超过12000英里，这在整个体系中增加了摩擦和成本。由于海峡重新开放尚无明确时间表，市场似乎正在定价一场长期中断，而非短期错位。 这种压力正开始向本已紧张的地区蔓延。交易商和分析师表示，通常依赖进口满足柴油需求的欧洲，如果供应不恢复，可能在数周内面临短缺；拉丁美洲也开始出现类似态势。其他地区的定价信号也强化了这一趋势：美国柴油价格已升至每加仑4美元以上，而根据公允价值估算，亚洲基准价格一度突破每桶200美元。考虑到柴油在运输、建筑和工业领域的关键作用，持续的价格高企可能进一步加剧全球通胀压力，为投资者在本已不确定的宏观环境中增添另一层复杂性。 责任编辑：张俊 SF065

FinkAvenue/iStock Editorial via Getty Images Intel Corporation ( INTC ) is back in the headlines this week on news that the company is repurchasing 49% equity interest in its Ireland fab 34 joint venture from Apollo Global ( APO ) for $14.2B. Intel had sold this stake to Apollo back in 2024 for $11.2B, so the latter is not coming out of this empty-handed. YahooFinance The market is reading this as positive, with the stock closing up over 8% on Wednesday. The move signals renewed confidence in Intel’s footing, considering that almost two years ago, when Intel sold that stake, it was under very different circumstances. Still under Pat Gelsinger, still etching for its glory days, and under immense pressure to fund its large-scale manufacturing expansion (under IDM 2.0), which Apollo’s cash infusion helped provide. Today, the company is under new management, Lip-Bu Tan, with aggressive financial discipline and capital backing from Nvidia ( NVDA ) and the U.S. government. That’s not to mention rumors circulating that Apple ( AAPL ) has already signed an NDA with Intel to receive its 18A, which would imply that Intel’s foundry has somehow proven itself and gained a stamp of validation from the biggest smartphone player on the block. Nvidia’s also been in the headline mix with parts of the I/O die for the Feynman architecture potentially shifting to 14A by 2028. Today’s Intel is undergoing a major restructuring and going out to repurchase stakes, framing the agreement as “underpinned by the growing and essential role CPUs play in the era of AI.” From what it looks like, Intel is in its comeback era, hanging out with big tech and no longer left behind the AI wagon. But the market knows this framing and has priced it into the stock. The stock was stuck in the sub-$20 department for months after Gelsinger left, and then no one wanted to pick up Intel. Well, there were a few fishing, and we were among them. TSP Our thesis on Intel was buy under $20 and dump above for a swing t...

FinkAvenue/iStock Editorial via Getty Images Intel Corporation ( INTC ) is back in the headlines this week on news that the company is repurchasing 49% equity interest in its Ireland fab 34 joint venture from Apollo Global ( APO ) for $14.2B. Intel had sold this stake to Apollo back in 2024 for $11.2B, so the latter is not coming out of this empty-handed. YahooFinance The market is reading this as positive, with the stock closing up over 8% on Wednesday. The move signals renewed confidence in Intel’s footing, considering that almost two years ago, when Intel sold that stake, it was under very different circumstances. Still under Pat Gelsinger, still etching for its glory days, and under immense pressure to fund its large-scale manufacturing expansion (under IDM 2.0), which Apollo’s cash infusion helped provide. Today, the company is under new management, Lip-Bu Tan, with aggressive financial discipline and capital backing from Nvidia ( NVDA ) and the U.S. government. That’s not to mention rumors circulating that Apple ( AAPL ) has already signed an NDA with Intel to receive its 18A, which would imply that Intel’s foundry has somehow proven itself and gained a stamp of validation from the biggest smartphone player on the block. Nvidia’s also been in the headline mix with parts of the I/O die for the Feynman architecture potentially shifting to 14A by 2028. Today’s Intel is undergoing a major restructuring and going out to repurchase stakes, framing the agreement as “underpinned by the growing and essential role CPUs play in the era of AI.” From what it looks like, Intel is in its comeback era, hanging out with big tech and no longer left behind the AI wagon. But the market knows this framing and has priced it into the stock. The stock was stuck in the sub-$20 department for months after Gelsinger left, and then no one wanted to pick up Intel. Well, there were a few fishing, and we were among them. TSP Our thesis on Intel was buy under $20 and dump above for a swing t...

Intel: The Easy Money Is Gone (NASDAQ:INTC) seekingalpha.com

QCOM Apr 2026 132.000 call (QCOM260417C00132000) Stock Price, News, Quote & History Yahoo! Finance Canada

Apple Inc (NASDAQ:AAPL) Enhances Platform Integration In Nasdaq Index Kalkine Media

FatCamera/E+ via Getty Images Investment Thesis Zoetis is a hold. Despite its quality and wide moat, I believe Zoetis currently trades close to fair value with limited upside, thus not justifying a buy rating. The company's competitive advantages come mainly from scale, established veterinary relationships and portfolio depth. While these are real strengths, I believe that the market overestimates the long-term pricing power of Zoetis. With many investors now putting the company into the value category after the massive selloff, I believe this drop is a fair reaction to a thinner moat than many assume and intensifying competition. Introduction As the leader in the animal health sector, Zoetis faces long-term tailwinds from rising pet ownership, consumer shift to high-quality and sustainable meat, as well as increasing chronic diseases among both pet and livestock animals. Zoetis has a diversified portfolio consisting of roughly 300 product lines among 8 core species. These include dogs, cats, cattle, swine, horses, poultry, sheep and fish, with companion animals making up ~70% and livestock ~30% of the total revenue. During Q4 2025, Zoetis delivered 4% organic operational growth, while revenue in the U.S. market declined 2% on a reported basis and was flat organically. This was mainly driven by a decline in sales of the company's osteoarthritis pain products Librela and Solensia, as well as weaker routine vet visits. For 2026, Zoetis is guiding for 3-5% organic operational growth, which excludes FX and acquisitions. Zoetis Q4 2025 Despite the tailwinds, high-margin structure and strong fundamentals, Zoetis stock price is now down almost 30% YoY and over 50% from its ATH of $236.46 per share, while in 2025 it delivered more than 185 geographic expansions, lifecycle and product innovations. This suggests that the market is fearful about more than just maturing growth. Moat Zoetis has a broad moat, built on global scale, entrenched veterinary relationships, trusted bra...

格隆汇4月3日｜市场消息：微软(MSFT.O)已调整其人工智能销售策略，转而专注于销售Copilot，而非将其作为软件捆绑包的一部分免费提供。

在资产管理公司Blue Owl旗下两只大型私人信贷基金赎回请求增加后，该公司将私人信贷的季度赎回上限设定为5%。 今年对人工智能冲击的担忧导致许多投资者撤离科技基金，包括Blue Owl的OTIC基金。Blue Owl表示，该基金在第一季度收到了40.7%的赎回申请。 该公司最大的基金OCIC也出现了异常高的赎回请求，达到21.9%。 责任编辑：张俊 SF065

With uncertainty looming large over the Iran war – and the oil market – Morgan Stanley is recommending investors play defense in their portfolios. President Donald Trump dashed traders' hopes for a resolution to the Iran war when he spoke on Wednesday night, saying that the U.S. would hit Tehran "extremely hard" and he suggested that the conflict could go on for weeks. Oil prices surged in response , with West Texas Intermediate crude futures for May delivery jumping more than 11% to settle at $111.54, its highest close since June 2022. Brent crude futures for June delivery advanced settled up 7.78% at $109.03. Shakiness around energy supply does not bode well for stocks, Morgan Stanley strategists said in a Friday note. "Uncertainty around magnitude and duration of oil supply disruption means outcomes for risk assets have become increasingly asymmetrical," the strategists wrote. "With potential downside rising significantly, we recommend turning defensive." Backing off global equities, ramping up on cash In their asset allocation recommendation, the strategists downgraded global equities to equal weight from overweight, including dialing back exposure to emerging markets. The hypothetical portfolio has a 55% weighting in equities: 32% is toward the U.S., 10% to Europe, 5% to Japan and 8% to emerging markets. "Earnings trajectory and fundamentals going into the start of the conflict in the Middle East had been strong, a reason we leaned more into stocks at the end of February," Morgan Stanley said. "But potentially higher energy prices and greater geopolitical risk will weigh on both earnings and multiples and now we'd rather stay defensive. The team of strategists also noted that though Brazil presents a bright spot, emerging markets in Asia are "dependent on Middle Eastern supply of crude oil, refined products, and [liquefied natural gas]." With respect to bonds, 25% of the portfolio is earmarked to core fixed income: 20% is in government bonds and 5% goes toward ...

Investors need to understand the risks hiding behind the headline numbers.

Key PointsApplied Digital's debt exploded from $468 million to roughly $5 billion in just over a year, with its latest $2.15 billion raise carrying a 6.75% interest rate.

Source: Bloomberg, 5:35

US Secretary of State Marco Rubio has voiced “serious concerns” over China’s intensified inspections of Panama-flagged vessels, vowing that the US “stands firmly” with Panama amid the Latin American country’s escalating fallout with Beijing. Rubio said China’s recent actions “raise serious concerns about the use of economic tools to undermine the rule of law in Panama, a sovereign nation and vital partner for global commerce”. “Detentions, delays, or other impediments to the movement of vessels...

Source: Bloomberg, 38:22

根据媒体获得的一份草案文件，美国总统唐纳德·特朗普计划对专利药品及相关原料征收100%的关税。 这项新的贸易税最早可能于周四出台，将适用于尚未与特朗普政府签署协议的制药公司。 不过，该草案文件并未要求对仿制药和孤儿药征收关税，同时还为制药公司提供了其他几项豁免。 包括 礼来 、 辉瑞 和 强生 在内的十多家制药公司已经签署协议，以获得关税豁免。 责任编辑：张俊 SF065

Is it time to move into safer stocks?

Key PointsRetail sales were strong in February, but likely got worse in March.

蓝筹股每日趋势报告首席技术策略师拉里·坦塔雷利表示，随着周四股市收窄跌幅，投资者正在为美伊战争取得进展的迹象欢呼。 坦塔雷利表示：“股市经常发生的情况是，任何确定性通常都被视为积极因素。隧道尽头似乎出现了光明。” 坦塔雷利表示，总统唐纳德·特朗普周三的讲话整体上是鹰派的。但坦塔雷利认为，特朗普关于打击行动还将持续两到三周的言论，可能为市场提供一些信心，即这场冲突不会演变为长期战争。 “两到三周的时间框架远比两到三个月要好得多。从大局来看，两到三周似乎并没有那么糟糕。” 责任编辑：张俊 SF065