Valdo Calocane was involved with a number of incidents years before the 2023 Nottingham attacks.

Micron Surged 250% in the Last 6 Months. Here’s Where Shares Could Go in 2026 TIKR.com

格隆汇3月3日｜据外媒报道，两名海事消息人士证实，油轮“AthenNova”号在遭两架无人机袭击后，已在霍尔木兹海峡停航。此前伊朗革命卫队称与美国结盟的油轮“AthenNova”在霍尔木兹海峡遭到两架无人机袭击后燃烧起火。

DKosig Jefferies upgraded Marriott Vacations Worldwide ( VAC ) to a Buy rating after having the timeshare stock lined up at Hold. Following a long period of underperformance that the firm believes was largely driven by management execution, changes to the CEO and COO roles with picks that had successful experiences across a broad range of timeshare products (Vistana, Starwood, ILG, Diamond) are expected to drive improvement. "We believe the opportunities to capitalize on its access to Marriott Bonvoy and existing assets, coupled with the latent value of the underutilized Hyatt brand rights, are readily available," highlighted analyst David Katz. Katz and his team believe that the current environment, where timeshares have proven stable and durable in a wide range of circumstances, will be positive for timeshare sales. The firm sees a potential turnaround set up for Marriott Vacations ( VAC ) under the new management with its track record of proven execution. The stock was called highly compelling, with VAC featuring best-in-class assets. Jefferies boosted its price target on Marriott Vacations ( VAC ) to $102 to represent more than 60% upside potential from the current trading level. Shares of Marriott Vacations ( VAC ) were up 2.9% in Monday afternoon trading to $66.88. More on Marriott Vacations Marriott Vacations Worldwide Corporation 2025 Q4 - Results - Earnings Call Presentation Marriott Vacations Worldwide Corporation (VAC) Q4 2025 Earnings Call Transcript Marriott Vacations Q4 Review: Finding A Bottom Marriott Vacations targets $755M–$780M adjusted EBITDA in 2026 as leadership drives operational transformation Marriott Vacations Worldwide appoints Matthew Avril as CEO

美国驻巴基斯坦大使馆当地时间3月2日表示，自3月2日起，美国驻白沙瓦总领事馆已暂时停止运作，位于伊斯兰堡的使馆将继续为美国公民提供所有常规或紧急领事服务。 (央视新闻)

Mom-and-Pop investors rushed into a pair of trades on Monday following the U.S.-Israeli strikes on Iran. Retail investors sent millions of dollars on a net basis into the State Street Energy Select Sector SPDR ETF (XLE) and Palantir in the first hour of Monday's session, according to VandaTrack. But the broader market didn't see the same support from small traders, the investing data firm found. "The message from the tape is straightforward," Vanda analyst Ashwin Bhakre told CNBC. "This wasn't broad panic. It was selective repositioning." These moves come as trades raced to position for a potential long-term global conflict. The U.S. and Israel's military action killed Iran's Supreme Leader Ayatollah Ali Khamenei, prompting retaliatory strikes from the Middle Eastern country. U.S. President Donald Trump said the conflict could last for weeks . Gen. Dan Caine, chairman of the Joint Chiefs of Staff, said the fighting could result in additional military deaths . Retail investors net bought more than $14 million worth of the XLE fund in the first hour of trading, a jump of more than 425% compared with the same period of Friday's session. The ETF rallied to a 52-week high in Monday's session as oil prices climbed amid concerns that the conflict would limit supply. "Retail didn't tiptoe into energy; they moved decisively," Bhakre said. "The scale of buying relative to Friday suggests oil quickly became the preferred geopolitical hedge at the open." XLE ALL mountain The XLE, all-time chart Retail investors similarly jumped into the energy trade following the U.S. strike against Venezuela earlier this year. These small traders also poured more than $8 million into defense technology stock Palantir in the 60-minute period. That marks a "dramatic change" from the net selling of more than $500,000 seen during the first hour of Friday's session, Bhakre said. Palantir surged more than 6% in midday trading on Monday, helping lead the broader defense sector higher. By comparison, ...

As the military hits a manual limit, Gen. Wesley Clark doubles down on AI's critical role in national security.

Image source: The Motley Fool. Monday, March 2, 2026 at 10 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

An aerial view of homes in San Francisco, Aug. 27, 2025. Justin Sullivan | Getty Images After falling below 6%, matching their lowest level in several years, mortgage rates reversed course Monday, hitting their highest point in two weeks. The average rate on the popular 30-year fixed loan rose 13 basis points to 6.12%, according to Mortgage News Daily. It had fallen to a recent low of 5.99% on Feb. 23 and pretty much sat there all week. The drop was welcome news as the all-important spring housing market gets underway. Potential buyers have been sidelined by high home prices and concerns over the broader economy. Mortgage rates crossing into the 5% range broke an emotional barrier for some, suggesting buyers might jump at the opportunity. Mortgage rates loosely follow the yield on the U.S. 10-year Treasury, which rose back above 4% Monday. The growing conflict with Iran caused a spike in oil prices, raising inflation worries and pushing yields higher. Get Property Play directly to your inbox CNBC's Property Play with Diana Olick covers new and evolving opportunities for the real estate investor, delivered weekly to your inbox. Subscribe here to get access today . Oil prices, however, may not be what's driving mortgage rates up, according to Matthew Graham, chief operating officer at Mortgage News Daily. "In fact, versus the 3pm CME close on Friday, bonds were flat until 7am. By that time, oil had already experienced almost all its volatility for the day," Graham said in emailed comments to CNBC. "The crux of the bond sell-off played out in a vacuum--STRONGLY suggesting Friday's yields were dragged down by month-end buying and this morning's selling is 'new month' positioning." This underscores the possibility that the bond market will view Monday's move as a technical bounce at the 4% level in 10-year Treasuries, Graham said. This means it could be more challenging for rates to move lower without meaningful motivation from economic data, which there is plenty of thi...

Companies planning IPOs are weighing how to ride out the volatility set off by events in the Middle East over the weekend, with bankers looking for ways to finish the job on deals nearing completion. European defense technology company Vincorion and US-listed Medtronic Plc ’s diabetes device unit MiniMed Group Inc. are expected to stick to their near-term initial public offering plans, people familiar with the matter have said . Firms with less advanced processes will have their feet hovering over the brakes, as the US and Israel’s operation in Iran plays out. The sudden change in market sentiment risks upsetting what was set to be a boom year for IPOs, even before the potential mega-listings from SpaceX and artificial intelligence giants are in the picture. It also evokes memories of last year, when the IPO market all but shut down in April in the wake of US President Donald Trump ’s tariff announcement. “Investors are digesting the events over the weekend,” Kevin Foley , head of global capital markets at JPMorgan & Chase Co. , said in emailed comments from the lender’s Global Leveraged Finance Conference in Miami. “The hope is that things don’t escalate further.” “It’s too early to say how this evolves, but the markets are still generally open for business,” Foley said. The conflict has even added to the investment case for military suppliers. Vincorion, which supplies Raytheon Co. ’s Patriot missile system, is set to start formally marketing its Frankfurt IPO this week and is considering an accelerated timetable for the offering, Bloomberg News reported. “For IPOs to come to market, it’s really going to be a question of sector exposure,” Antoine Noblot , head of Northern Europe, Middle East and Africa equity capital markets at BNP Paribas SA said. “It’s also going to be a matter of whether you have a deal where the foundations have been laid so you can be in and out of the market very quickly.” Arms maker CSG NV showed how this can work with its January IPO in Am...

OnePath OA IP-OP Capital Stable EF (10280.AX) 風險 Yahoo 財經

【有線新聞】行政長官李家超及一眾港區人大、政協出發前往北京參加全國兩會。 行政長官李家超清晨抵達機場，他將會列席周四在北京召開的十四屆全國人大第四次會議開幕禮，翌日返港。全國人大常委、立法會主席李慧琼及一眾港區人大及政協，包括長和主席李澤鉅亦在同日出發。 李慧琼說相信「十五五」規劃會有關於港澳的專章。李慧琼：「今年兩會別具意義，因為是『十五五』規劃開局之年。我們非常期待可以審議及通過『十五五』規劃綱要的政策性文件，讓『十五五』規劃綱要成為法定文件。亦很期待在特區政府、特首帶領下，香港可以與社會各界一起制訂第一個五年規劃，讓我們發展可以配合國家發展大局。」

Buy, Sell or Hold Broadcom Stock? Key Tips Ahead of Q1 Earnings The Globe and Mail

Key PointsWork at least 35 years before applying for Social Security whenever possible.

key05/iStock via Getty Images Investment Process We seek long-term investments in high-quality businesses exposed to structural growth themes that can be acquired at sensible valuations in a contrarian fashion and are led by excellent management teams. Investing with Tailwinds We identify structural themes at the intersection of growth and change with the objective of investing in companies having meaningful exposure to these trends. Themes can be identified from both bottom-up and top-down perspectives. High-Quality Businesses We seek future leaders with attractive growth characteristics that we can own for the long term. Our fundamental analysis focuses on those companies exhibiting differentiated and defensible business models, high barriers to entry, dynamic management teams, favorable positions within their industry value chains and high or improving returns on capital. In short, we look to invest in small companies that have potential to become large. A Contrarian Approach to Valuation We seek to invest in high-quality businesses in a contrarian fashion. Mismatches between stock price and long-term business value are created by market dislocations, temporary slowdowns in individual businesses or misperceptions in the investment community. We also examine business transformation brought about by management change or restructuring. Manage Unique Risks of International Small- and Mid-Cap Equities International small- and mid-cap equities are exposed to unique investment risks that require managing. We define risk as permanent loss of capital, not share price volatility. We manage this risk by having a long-term ownership focus, understanding the direct and indirect security risks for each business, constructing the portfolio on a well-diversified basis and sizing positions according to individual risk characteristics. Team Overview Our team is intellectually curious about the world and how it is changing. Each team member is passionate about small company investi...

The max benefit is out of reach for most people, but these things aren't.

Construction Spending On Data Centers, Factories, Powerplants, And Office Buildings: Boom, Bust, And In Between Authored by Wolf Richter via Wolf Street , Construction spending on data centers in 2025 exploded by 32% from the prior year, by over 100% in two years, and by 344% from 2020, to $41 billion, according to the Census Bureau on Friday. Spending on construction costs of data centers used to be buried in office construction and was minimal compared to office construction. But more recently, the Census Bureau split out data-center construction spending going back to 2014. Construction costs of data centers are only a relatively small portion of the immense amounts spent on AI infrastructure, most of which goes into electronic and electrical equipment, from AI servers to power generation equipment. Construction spending on data centers does not include the costs of the servers and racks but does include the cooling systems in the building and other built-in electrical equipment. It takes years from the decision to build a data center to the data center being actually operational. And the massive amounts of capital expenditures announced by AI-related Corporate America in 2025 and the plans for 2026 haven’t yet shown up in the construction costs. The amounts of capital expenditures being thrown around for 2026 are fantastical. Five companies alone – Amazon, Alphabet, Microsoft, Meta, and Oracle – have announced plans for $700 billion in capital expenditures for 2026, largely for AI-related projects. And how will they get this cash next year ? So this construction boom is not slowing down, unless tripped up by further the shortages of all kinds, such as power from the grid, power generators when there is no grid power, electrical equipment, electricians, specialized labor, etc. Inflation for construction costs for nonresidential buildings jumped by 1.1% in January from December, according to the Producer Price Index (PPI) for nonresidential construction, released ...

Brett_Hondow/iStock Editorial via Getty Images Eaton ( ETN ) named David Foster as executive vice president and chief financial officer effective March 2, the company said before the market open. He will replace Olivier Leonetti as part of a previously announced succession plan. Foster returns to Eaton ( ETN ) after a 29-year career with the company and a brief retirement in 2022. Seth Weber, research analyst at BNP Paribas, described the move as a steady choice at a crucial time for the power management company. “We view ETN’s appointment of David Foster as its new CFO as a safe pick ahead of what will be a critical time for the company,” Weber wrote in a March 2 note to clients. Familiar leader during complex transition Weber said Eaton ( ETN ) had signaled it was weighing several internal candidates and that Foster fits that profile. He noted Foster’s long tenure and experience across strategic and financial roles during a period of transformation for the company. Foster previously served as senior vice president of finance and planning in Eaton’s ( ETN ) industrial sector. Over nearly three decades, he held positions in FP&A, controllership, corporate development, treasury and mergers acquisitions and divestitures. He also worked across the company’s finance operations in APAC and the United States. He holds a bachelor’s degree from the University of Michigan and a master’s degree in manufacturing management from Kettering University. Margins in focus as demand surges Eaton ( ETN ) faces several major initiatives in the coming year, including the integration of Boyd Thermal, the planned separation of its mobility group and elevated demand tied to data center growth. Tariff uncertainty and broader global risks also remain in play. Investor attention is centered on profitability, Weber said, making the CFO role particularly important. “Investor focus is currently on margins, where a strong CFO with an understanding of ETN will be key to navigating the next several...

Wall Street traded firmly higher at midday in New York on Monday, reversing overnight futures losses as investors brushed aside escalating tensions in the Middle East. • Figure Technology stock is charging ahead with explosive momentum. Why are FIGR shares rallying? The Nasdaq 100 gained 0.3% to 25,025, supported by strength in large-cap technology names. The S&P 500 rose 0.1% to 6,890, while the Dow Jones Industrial Average hovered near flat at around 49,000. Small caps outperformed, with the Russell 2000 climbing 0.5% to 2,645.61. During a press briefing at the White House, President Donald Trump defended “Operation Epic Fury” as a decisive campaign to dismantle Iran's military and nuclear capabilities, signaling a four- to five-week timeline but warning the U.S. is prepared to stay engaged longer if necessary. Defense-linked names led gains. The SPDR S&P Aerospace & Defense ETF (NYSE:XAR) climbed 2%, emerging as the top-performing industry group. Palantir Technologies Inc. (NASDAQ:PLTR) topped the S&P 500, rising 6.5% and heading for its strongest session in a month. In commodities, oil rallied 5.1% to $70 per barrel, yet showing some cooling price momentum after briefly touching $75 overnight. The energy sector gained about 1.3%, with Marathon Petroleum Corp. (NYSE:MPC) emerging as the group’s best gainer with a 4.5% advance. Travel-linked shares lagged sharply. The U.S. Global Jets ETF (NYSE:JETS) dropped 2.2%. Treasury markets saw heavy selling. The 10-year yield jumped 11 basis points to 4.07%, marking the largest one-day increase since April's tariff-driven shock. In currencies, the U.S. dollar strengthened 0.9%. Gold rose 0.5% to $5,300 per ounce. Silver sank 6% to $88 per ounce. Meanwhile, Bitcoin (CRYPTO: BTC) rallied 5.2% to $69,150. Monday's Performance In Major US Indices, ETFs Major Indices Price % Change Nasdaq 100 25,026.78 +0.3% S&P 500 6,888.34 +0.1% Dow Jones 48,983.10 +0.0% Russell 2000 2,645.61 +0.5% According to Benzinga Pro data: Russell 1000...

Palantir, Energy Stocks Rally, Cruise Lines Tumble On Iran War - Figure Technology (NASDAQ:FIGR) Benzinga

Charter Communications, operator of the Spectrum cable brand, has obtained Federal Communications Commission permission to buy Cox and surpass Comcast as the country's largest home Internet service provider. Charter has 29.7 million residential and business Internet customers compared to Comcast's 31.26 million . Buying Cox will give Charter another 5.9 million Internet customers . The FCC approved the deal on Friday, but the companies still need Justice Department approval and sign-offs from states including California and New York. Opponents of Charter's $34.5 billion acquisition told the FCC that eliminating Cox as an independent entity will make it easier for Charter and Comcast to raise prices. But the FCC dismissed those concerns on the grounds that Charter and Cox don't compete directly against each other in the vast majority of their territories. Read full article Comments

Earnings Call Insights: Venture Global, Inc. (VG) Q4 2025 Management View Michael Sabel, Founder, Executive Co-Chairman of the Board & CEO, opened by highlighting 2025 as a landmark year for Venture Global, including going public in January, reaching commercial operations at Calcasieu Pass, and ramping up commissioning at Plaquemines. He stated, “Total assets grew by approximately $10 billion to $53 billion and EBITDA and income from operations nearly tripled.” Sabel emphasized, “Venture Global is on track to be the largest LNG producer in North America, supported by more than $134 billion of total contracted third-party revenue… We now have 69% of expected production capacity contracted, a percentage that should rise quickly as we anticipate signing additional short to intermediate and long-term contracts in the near term.” Sabel announced new agreements, including a 5-year contract with Trafigura and a 20-year SPA with Hanwha Aerospace, plus four contracts signed in Q4 2025 with Naturgy, Atlantic-SEE, Mitsui, and Tokyo Gas. Sabel explained that “our unrelenting focus on continuous learning and improvement translates into superior LNG production and project level operating and maintenance costs that are currently about 30% below industry averages.” On strategic financing, Sabel said, “we target -- currently target funding all of our project CapEx and the incremental growth with our existing construction loans, retained earnings and incremental project level borrowing with no parent level equity, preferred or debt, anticipated at this time.” Jonathan Thayer, Chief Financial Officer, commented, “Our top line was $4.4 billion for the fourth quarter of 2025, a $2.9 billion increase from $1.5 billion during the equivalent period in 2024… Our income from operations was $1.7 billion in the fourth quarter of 2025, a $1.1 billion increase from $594 million in the fourth quarter of 2024.” Outlook Thayer provided 2026 EBITDA guidance, stating, “we are providing consolidated E...

Qualcomm (QCOM) Joins Forces for 6G AI-Driven Future GuruFocus

【有線新聞】中東局勢持續緊張，有經濟學者認為戰爭對本港金融市場直接影響較小，反而有機會令國際資金流入香港，創造機遇。 浸大會計、經濟及金融學系副教授麥萃才：「香港聯繫匯率的關係和沒有外匯管制，資金進出非常容易，有大量不同產品，作為資金管理，所以這個機會是有。只不過資金來源是甚麼為主，我想現在中東動盪的情況下，中東資金在環球的配置更改是可預見的。」

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Micron (MU), which belongs to the Zacks Computer - Integrated Systems industry, could be a great candidate to consider. This chipmaker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 14.10%. For the last reported quarter, Micron came out with earnings of $4.78 per share versus the Zacks Consensus Estimate of $3.91 per share, representing a surprise of 22.25%. For the previous quarter, the company was expected to post earnings of $2.86 per share and it actually produced earnings of $3.03 per share, delivering a surprise of 5.94%. Price and EPS Surprise Thanks in part to this history, there has been a favorable change in earnings estimates for Micron lately. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the stock is positive, which is a great indicator of an earnings beat, particularly when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Micron has an Earnings ESP of +5.06% at the moment, suggesting that analysts have grown bullish on its near-term earn...

格隆汇3月3日｜美联储在固定利率逆回购操作中总计接纳了4个对手方的6.27亿美元。

财联社3月3日讯（编辑 赵昊） 周一（3月2日），苹果公司在官网发布了新款入门级智能手机iPhone 17e，以及配备M4芯片的新款iPad Air，拉开了新品发布潮的序幕。 根据苹果官网，iPhone 17e将于北京时间3月4日晚10:15接受预购，3月11日发售。提供浅粉色、白色和黑色三种外观，以及256GB和512GB两种存储容量，售价分别为4499元和6499元人民币。 值得一提的是，苹果去年发布的iPhone 16e有三种存储容量，其中基础容量为128GB，售价为4499元人民币——这意味着17e基础款相较16e基础款 “加量不加价” 。 知名科技记者马克·古尔曼评论道，在这一价位段，17e将与三星的中端机型以及谷歌的A系列手机展开竞争。他指出，这类手机在印度等新兴市场尤其具有吸引力，因为当地消费者整体更偏好价格较低的机型。 新闻稿称，iPhone 17e搭载A19芯片（与标准版iPhone 17相同）和苹果自研的蜂窝网络调制解调器C1X，较16e使用的C1有所升级，苹果声称C1X性能是C1的两倍。 外观方面，17e配备6.1英寸超视网膜XDR显示屏，与16e基本一致，略小于6.3英寸的iPhone 17。新机型配备4800万像素融合式主摄，与iPhone Air类似。 古尔曼写道，“e” 系列与常规iPhone的主要差异集中在相机、电池续航和屏幕尺寸。17e还缺少高刷新率显示屏（画面流畅度稍逊），也未采用苹果的“灵动岛”交互设计。 不过，与iPhone 16e相比，最新的17e配备了MagSafe无线充电功能，功率最高可达15瓦；另外，17e正面采用了更耐用的超瓷晶面板，在这两方面对齐了iPhone 17。 新款iPad Air方面，外观与去年的版本（iPad Air (M3)）基本相同，主要的升级是采用了M4芯片。苹果声称，M4芯片可让iPad Air速度提升多达30%。 此外，新iPad Air还搭载C1X调制解调器、N1无线芯片，并支持Wi-Fi 7。苹果表示，新款iPad Air起售价不变，11英寸机型的起售价为4799元，13英寸为6499元。 古尔曼称，周一的发布只是苹果连续数天新品亮相的开端，预计周二和周三还会有新品推出，可能包括首款搭载iPhone级芯片的入门级MacBook。

J Studios/DigitalVision via Getty Images Dear Readers Here's my previous article on AppLovin Corporation ( APP ). You will now see that since July, this business is now much stronger, even as its valuation is clearly more compelling. Any rational, dispassionate appraiser would agree with this contention. So, let's jump right in! Investment Thesis This is the punchline: AppLovin is a resilient business. It's rapidly growing and completely mispriced. In no uncertain terms, this is not a business being disrupted by the competition or by AI. Yes, there are some important risks. I do not shy away from potential risks. I discuss these here. However, you should also know that no investment is ever risk-free. It's just a question of risk-reward. Are you being paid enough to take on the risk? For AppLovin, I charge that the answer is yes. More specifically, I declare that paying 25x this year's free cash flow for AppLovin, which could grow this year at 45% y/y, this year is a completely mispriced opportunity. Let me ask you this: remember when the Rule of 40 was something to aspire towards? I do. And let me tell you that AppLovin is now reporting a Rule of over 135%. In short, I remain a stubborn believer that my price target of $750 by summer 2026 is within reach. Investor Sentiment Every year, sometimes twice a year, the market goes through a crisis. The magnitude of the crisis varies, but there's always a reason to panic. In 2022, it was interest rates that plagued growth businesses. In the summer of 2024, it was Japanese currency fluctuations that percolated through global markets. In 2025, it was global tariffs. Now, it's AI's impact. Every time, the fear feels like the end of the world. Something that feels unrecoverable from. Where the new path ahead is highly uncertain. In hindsight, the previous fears appear easy to overcome. But this ''new'' fear is different. It's always the same, that the market needs a little time to correct itself. But what about AI disrupting ...

Emmanuel Macron said eight countries could enjoy protection from France's nuclear umbrella - but that Paris would retain sole decision-making power.