Palantir, Energy Stocks Rally as Cruise Lines Tumble on Iran War Tensions National Today

The survey reveals 23% of institutional credit investors say an artificial intelligence (AI) bubble is their biggest worry.

England hooker Jamie George says that rugby's relationship with head injuries has changed dramatically during his career.

Most investors who want broad U.S. equity exposure end up paying for it. BNY Mellon US Large Cap Core Equity ETF (NYSEARCA:BKLC) charges nothing — a 0.0% expense ratio — making it one of the only genuinely free ways to own a diversified slice of the American stock market. For cost-conscious investors, the zero expense ... The BKLC ETF Charges 0% (Yes, 0) and Still Beat The S&P 500

Source: Bloomberg, 5:05

Broadcom Inc. Announces VMware Telco Cloud Platform 9 to Drive Greater Hardware Efficiency for Sovereign-Ready Telco Infrastructure marketscreener.com

格隆汇3月3日｜欧洲理事会主席科斯塔：在与塞浦路斯总统的通话中转达了欧盟对塞浦路斯的坚定支持和团结。

SimonSkafar/iStock via Getty Images JPMorgan Chase CEO Jamie Dimon said the ongoing conflict with Iran is unlikely to trigger a major inflationary hit on the U.S. economy as long as it does not become a prolonged engagement. In an interview with CNBC at JPMorgan’s Global Leveraged Finance Conference in Miami Beach, Dimon noted that the market reaction to the weekend’s developments has not been “dramatic” thus far and that “the economy is not often driven by something like that unless it’s prolonged.” While acknowledging the difficulty of predicting “ultimate outcomes,” he suggested the odds of a positive resolution may actually be higher now. On the question of inflation specifically, Dimon acknowledged that gas prices will likely increase in the near term but downplayed the broader impact if the conflict remains short-lived. “If it’s not prolonged, there’s not going to be a major inflationary hit,” he said. However, he warned that underlying inflation risks remain, describing the possibility of higher-than-expected inflation as “like a skunk in a party if that ever happens.” Dimon also addressed concerns about potential retaliatory cyberattacks targeting financial institutions, calling cyber threats one of the “highest risk” areas for banks. “You've got to expect there’ll be cyber-attacks or terrorist attacks either here or around the world,” he said, emphasizing that JPMorgan ( JPM ) invests heavily in protecting itself against such threats. Beyond the immediate geopolitical tensions, Dimon offered a stark assessment of the global credit environment. While individuals and corporations remain in “very good shape,” he said governments around the world carry “far more debt than they’ve ever had before.” He expressed concern about complacency in the credit markets, noting that asset prices are “very high” while credit spreads remain “very low.” Looking ahead, Dimon predicted that the next credit cycle could be worse than a typical downturn due to widespread complacenc...

Only The 38th Largest Oil Spike Since 1990 Today’s CoTD from DB's Jim Reid shows the daily price of oil back to 1990. When he published the report, oil (+8.4%) was tracking to be the 38th biggest daily gain over this 36-year period. The graph annotates the clusters where we have seen larger moves. So even though it’s a big move, to get into the top 20, 10 and 5 it would need to be up +9.6%, +13.6% and +13.9% respectively . There were huge moves around the GFC and Covid-19 turmoil, whilst the Gulf War in 1990-91 also saw several double-digit gains. Incidentally, since Jim published his chart of the day, oil has sold off more , and at last check it was up just 5.7% on the day, erasing its kneejerk spike by more than half. Going forward, Reid says that much will depend on the Strait of Hormuz. It seems it’s not officially closed but passage through it would be hazardous at the moment with self-imposed restrictions from virtually all that normally travel through it. Tyler Durden Mon, 03/02/2026 - 14:20

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets are off to a volatile start to the week. Despite uncertainty over how long the conflict in the Middle East will persist and the accompanying spike in energy prices that could rekindle inflation concerns, the market's initial pullback was relatively orderly from the get-go. The S & P 500 dropped about 1% shortly after the opening bell, but the index clawed back all its losses and turned positive after President Donald Trump said Operation Epic Fury's four-to-five-week timeline was ahead of schedule. Oil backing off from its session high helped equities recover, too. Apple announced a refreshed low-cost iPhone on Monday as the tech giant kicked off what is expected to be several days of product announcements in the lead-up to its planned March 4 hands-on "experience" for press in London, New York, and Shanghai. The budget device of the iPhone 17 lineup, called the iPhone 17e, starts at $599. That's $200 cheaper than the starting price for a standard model. Preorders for the iPhone 17e begin Wednesday, with in-store availability a week later. Last year's iPhone 16e was the first update to the more affordable line since 2022, replacing the SE. Apple on Monday also announced new iPad Air models that keep the same design and prices but upgrade to an M4 chip from an M3. The company is also expected to unveil new MacBook models and upgrades to other products this week. Adding an updated version of the budget iPhone to the 17 lineup is a positive for the stock because it could bring in even more people into Apple's ecosystem in search of AI capabilities and expose them to the company's high-margin subscription services like Apple Music. The 17s have ushered in a strong upgrade cycle, with iPhone sales overall during the holiday quarter up 23% . Alongside reported results in late January, the compan...

The escalating Middle East conflict sent most safe haven assets higher Monday as investors braced for the worst case scenarios. While US Treasuries sold off on fears that soaring oil prices could accelerate inflation and the global credit markets wobbled , municipal bonds are expected to continue to be a shelter for investors in times of global market turbulence. That sentiment seems to hold even as the US state and local bond market enters what is seen as a typically tough time. “Munis sometimes benefit in these environments because they are domestic focused and somewhat insulated from international issues,” said Daniel Solender , director of tax-free fixed income at Lord Abbett & Co. Municipal bonds, however, slipped Monday as geopolitical concerns hammered Treasuries. Top-rated state and local government yields rose as much as four basis points as of 2 p.m. in New York, marking the biggest such move for 10- and 30-year bonds in roughly six weeks, according to data compiled by Bloomberg. Despite the move, “it looks like the new issue schedule is not changing and the market flows seem typical so far,” Solender said. This year investors have had an insatiable appetite for munis, according to Leslie Martin , a portfolio manager at Cavanal Hill Investment Management, noting that new deals have been regularly five to 10 times oversubscribed. “Strong buy-side interest has supported performance and kept the overall market tone firm,” Martin said. Last month, returns for muni bonds stood at 1.25%, marking the best February performance since 2020 when it notched returns of 1.29%, according to data compiled by Bloomberg. “Through February munis remain the best performing fixed income asset class,” wrote Barclays analysts led by Mikhail Foux in a note published Friday. Jason Appleson , head of municipal bonds at PGIM Fixed Income, is not surprised given that the first two months of every year are usually strong months for the market. Weakness starts to creep up in March, he ...

Back-line may feature one survivor from Ireland defeat Ben Spencer, Cadan Murley and Seb Atkinson in frame Steve Borthwick is ready to radically overhaul his misfiring England side for the Six Nations clash against Italy on Saturday, with Fin Smith expected to be handed the No 10 jersey. The Northampton fly-half sat out training on Monday because of illness but England have been quick to allay fears that his participation against Italy is in doubt. Provided he recovers, Smith is expected to start at fly-half in place of George Ford. Continue reading...

A federal appeal court on Monday rejected US President Donald Trump’s push to delay legal proceedings linked to refunds of his tariffs, allowing the battle to proceed in a lower court. The Supreme Court last month delivered a stinging rebuke of Trump’s signature economic policy by striking down many of his global tariffs, opening the door to a complicated legal fight as companies sue for their money back. The tariffs ruled illegal by the high court had generated more than US$130 billion for the...

格隆汇3月3日｜据外媒报道，西班牙外交大臣表示，西班牙不会允许其由美西共同使用但主权属于西班牙的军事基地被用于攻击伊朗。西班牙已谴责（美）对伊朗的攻击，称之为“不正当且危险的军事干预，违反国际法”。飞行追踪网站FlightRadar24周一的地图显示，自美国和以色列上周末对伊朗发动袭击以来，已有15架美国飞机离开了位于西班牙南部的罗塔和莫隆军事基地。FlightRadar24显示，其中至少7架飞机降落在德国的拉姆施泰因空军基地。

In recent weeks, QUALCOMM has attracted attention as analysts highlighted its push beyond smartphones into AI chips for data centers, automotive platforms, and 6G partnerships, alongside record fiscal first-quarter results and ongoing capital returns to shareholders. This cluster of AI, automotive, and 6G initiatives, combined with new leadership talent and ecosystem collaborations, is reshaping how investors assess QUALCOMM’s longer-term role across connected devices and infrastructure...

Image source: The Motley Fool. Monday, March 2, 2026 at 1 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

The US president laid out some of his objectives on Monday, but made no mention of what Iran's future might look like after the war.

格隆汇3月3日｜据以色列时报：伊朗导弹残骸击中巴林港口一艘油轮，导致一人遇难并引发火灾。

Aleksander Tumko/iStock via Getty Images Investment Team Eric Mintz, CFA, Managing Director and Portfolio Manager Christopher Sassouni, D.M.D., Portfolio Manager David Cavanaugh, Portfolio Manager Characteristics Total Net Assets (millions): $417.77 Number of holdings: 105 Top 10 Holdings PJT Partners ( PJT ) Dycom Industries ( DY ) RB Global ( RBA ) Woodward ( WWD ) BrightSpring Health Services ( BTSG ) Rambus ( RMBS ) EastGroup Properties ( EGP ) ESAB ( ESAB ) Archrock ( AROC ) StepStone Group ( STEP ) Market Overview Small-cap stocks delivered modest gains during the fourth quarter. The Russell 2000® Growth Index (up 1.22%) had only two sectors in positive territory while the better-performing Russell 2000® Value Index (up 3.25%) delivered more balanced results. In the small-cap growth index, healthcare (up 18.12%) performed strongest and was the largest contributor to the overall return. Real estate (up 11.24%) was the sole sector to outperform its value counterpart. Materials (down 1.53%) and communication services (down 1.83%) ended in negative territory, trailed by industrials (down 2.82%) and financials (down 3.05%). Information technology (down 4.51%) detracted the most from aggregate index results. Consumer staples (down 5.00%) underperformed relative to value while energy (down 5.11%) failed to match the positive return of related constituents. Consumer discretionary (down 6.74%) notably clawed back from positive performance. Utilities (down 13.38%) was the worst performer both in absolute and relative terms, but its effect was mitigated by its lower weight. Small-cap stocks delivered solid gains in 2025, marking another year in which the Russell 2000 Growth Index (up 13.01%) outperformed the Russell 2000 Value Index (up 12.58%), though modestly. In the small-cap growth index, healthcare (up 27.52%) and industrials (up 25.58%) delivered solid results that contributed the most to overall return. Real estate (up 19.20%) stood out with the highest relative o...

【有線新聞】印度中央邦印多爾市發生一宗駭人兇殺案，一名24歲女碩士生疑因拒絕男友求歡，慘遭對方性侵、勒斃及姦屍。疑犯落網後面對鏡頭毫無悔意，甚至向記者微笑稱：「該發生的都已經發生了，知道又能怎樣？」 生日派對後失聯 手機散播不雅片 據外媒報道，事發在2月10日晚上，24歲女事主向家人稱出席朋友生日派對，隨後便失去聯絡。與此同時，女事主手機向學校群組上傳多段不雅影片，畫面清晰顯示女事主面部，男子臉部則被遮擋。家人四處尋找無果下，翌日報警求助。 疑犯與女友。 報道指出，警方於14日接獲鄰居報案，指女事主男友皮尤什的住所傳出惡臭，警方破門而入，發現女事主全裸倒斃床上，屍身已經嚴重腐爛，家屬僅能憑襪子辨認身份。女事主頸部有明顯繩索勒痕，胸口有刀傷，法醫估計死亡時間約三天前。 求歡不成即行兇 事後飲酒姦屍 警方調查顯示，女事主10日與皮尤什一同進入單位，皮尤什要求發生性行為被拒後，涉嫌將女方以繩索綑綁手腳再勒斃，之後以利刀狂刺胸口。案發後，皮尤什一度外出買啤酒並坐在屍體旁飲用，其後姦屍。他更以女事主手機散播多達11段不雅影片。 當地警方調查。 女事主父親透露，女兒生前遭皮尤什精神虐待及勒索，曾向妹妹表達擔憂。 圖施黑魔術「召喚靈魂」 落網後微笑回應 皮尤什案發後逃往孟買，曾在地鐵站遊蕩並試圖毀壞女事主手機，其後到偏僻地方點香、觀看YouTube「召喚靈魂」影片，疑進行「黑魔法」儀式。最終，皮尤什在孟買落網，被押返印多爾。 被捕後，皮尤什面對鏡頭微笑表示：「該發生的已經發生了，知道又能怎樣？時間到了，我會把一切告訴你們。」態度毫無悔意，震驚公眾。 疑犯圖施黑魔法「召喚靈魂」。

RBC Capital LLC大宗商品市场策略主管Helima Croft在一份报告中表示，“在冲突长期持续的情况下，我们预计油价将达到每桶100美元。” “如果没有切实可行的计划来激励航运公司和保险商安排油轮通过海峡，那么缺乏安全的替代出口路线可能会导致中东大部分能源出口沦为‘搁浅资产’”。 “能源显然已成为伊朗战局的焦点，最终的价格走势将取决于冲突造成的扰动持续时间和程度，但伊朗的无人机能力和导弹储备表明，市场参与者可能应该为连锁中断做好准备。” 责任编辑：丁文武

Nate Hovee/iStock Editorial via Getty Images The iShares MSCI Australia ETF ( EWA ) has a heavy financial skew, where in the last rate-hiking regime we commented they could be exposed to consumption growth threats due to leveraged Australian households (financials are cyclical as they reserve more when growth is threatened). Its biggest holding at 14% is Commonwealth Bank of Australia ( CBAUF ), mainly dictated by retail banking forces , as are most of the other financial exposures that make up the 42% allocation to the sector . Other than that, it's materials, with the bulk being BHP ( BHP ), so iron ore and copper . With materials and financials being together 66% of the allocation of EWA, we are quite comfortable commenting on the operational direction of these two sectors in saying that while the materials business should be resilient on balance, even if iron ore should feel economic pressure thanks to copper's rise on electrification megatrends, the bigger financial exposure is dealing with an inopportune flattening of the yield curve. We think funding costs could rise, and the duration transformation of short-term deposits into long-term lending may not be that well compensated compared to before. Additionally, Australian households are heavily leveraged, and the rate hike, consistent also with our macro view, is a vulnerability. In terms of comping cost ratios, it's in line with other ETFs for Australian markets, but alternatives are more diversified with more holdings despite having the same expense ratios. We'd probably just take more diversification if it comes for free in terms of additional expenses. EWA Breakdown EWA Sectors (iShares) We can focus the commentary sectorally, beginning with financials. Australian financial stocks are mostly indexed towards retail banking. The ratio of rate-led banking to something like investment banking in the revenues is around 10:1. So there is some capital markets exposure (which, by the way, doesn't do fantastically ...