imaginima/E+ via Getty Images As we move into the third month of 2026 amidst tense geopolitical conditions, below is a list of the best performing 10 energy stocks with market capitalizations of $10 billion or more in the month of February. The list includes companies from various industries such as Oil and Gas Exploration and Production, Oil and Gas Storage and Transportation, and Oil and Gas Equipment and Services. The list is ranked based on price performance. The list is topped by Texas Pacific Land Corporation ( TPL ), with a price percentage of 51.88%. Targa Resources ( TRGP ) and Antero Midstream ( AM ) are next, with Quant Ratings of 20.90% and 19.83%, respectively. Permian Resources ( PR ) and TechnipFMC ( FTI ) also performed well, rounding out the rest of the top five. While most stocks on the list hold a “Hold” Quant Rating, Viper Energy ( VNOM ) carries a “Sell” rating of 2.48 despite its inclusion in the top ten. Here is the list: Texas Pacific Land ( TPL ), 1 month performance percentage: 51.88% Targa Resources ( TRGP ), 1 month performance percentage: 20.90% Antero Midstream ( AM ), 1 month performance percentage: 19.83% Permian Resources ( PR ), 1 month performance percentage: 19.54% TechnipFMC ( FTI ), 1 month performance percentage: 19.18% Occidental Petroleum ( OXY ), 1 month performance percentage: 19.15% Ovintiv ( OVV ), 1 month performance percentage: 18.28% APA ( APA ), 1 month performance percentage: 17.58% Baker Hughes ( BKR ), 1 month performance percentage: 15.50% Viper Energy ( VNOM ), 1 month performance percentage: 15.48% Energy ETFs: ( XLE ), ( AMLP ), ( VDE ), ( XOP ), ( OIH ), and ( IXC ) More on energy stocks The Fallout Of U.S.-Iran Round Two The U.S.-Iran War: Phase One U.S. And Israel Attack Iran: I Warned You To Buy Oil ETFs Short-lived oil spike most likely, but sustained disruptions possible, SocGen says Oil stocks surge as U.S.-Iran fighting threatens Strait of Hormuz flows

全球航空业ETF跌4.46%，在美股盘初领跌行业ETF，可选消费ETF跌2.47%，区域银行ETF跌2.38%，半导体ETF跌1.83%，科技行业ETF跌0.92%，能源业ETF涨2.65%。 标普超级综合航空指数跌5.6%。 Frontier Group跌9.72%，美国航空公司跌6.4%，美联航跌5.3%，达美航空跌3.7%，美国西南航空跌2.9%。

Apple's biggest iPhone announcements usually happen in September, but for the second year in a row the company is also bringing out a new iPhone in March. The new iPhone 17e is a new version of Apple's basic no-frills iPhone, replacing last year's iPhone 16e . The phone will be available to pre-order on March 4, and will be available on March 11 starting at $599. The new iPhone includes an Apple A19 chip similar to the one in the more-expensive iPhone 17—both phones get six CPU cores, but the 17e only gets four GPU cores instead of five. The phone's cellular modem is also upgraded, from the original Apple C1 to an Apple C1X capable of faster speeds. Like the A18 in the iPhone 16e, the iPhone 17e also supports Apple Intelligence, implying that it has the same 8GB of RAM as the iPhone 17. Apple says the new Ceramic Shield 2 front glass (also used in the iPhone 17) will be more durable, and that the "Apple-designed coating" on the display is three times more scratch-resistant than the coating on the iPhone 16e and better at reducing reflections and glare. But there are two more-noticeable upgrades that help close the gap between the iPhone 17e and the regular iPhone 17: the first is support for MagSafe charging, a notable omission from the iPhone 16e. The second is an upgrade from 128GB to 256GB of storage in the base model, which makes the $599 version of the phone a more attractive deal. A 512GB version of the phone is available for $799. Read full article Comments

Middle Eastern investors continued their global acquisition spree on Monday, unveiling a pair of big-ticket transactions and brushing off concerns that the Iran conflict could dent regional dealmaking activity at least in the short term. The biggest deal came from Qatar, whose wealth fund is part of a consortium that said is buying AES Corp. for $10.7 billion in one of the largest US utility transactions in recent years. BlackRock Inc. ’s Global Infrastructure Partners brought the Qatar Investment Authority into the investor group more than a year ago, according to a person familiar with the matter. The fund’s interest in the deal wasn’t dented even as Iran shot missiles at Doha over the weekend, the person said, declining to be identified discussing confidential information. A representative for the QIA declined to comment. The deal was ultimately announced minutes after Doha said it would shutter production of liquefied natural gas from the world’s biggest export plant following an Iranian drone attack. The country’s vast energy resources have transformed it into one of the world’s wealthiest, handing the QIA firepower to pull off large deals. The AES transaction followed Bahrain Aluminium BSC’s decision to buy the European Union’s top aluminum smelter. The deal for Aluminium Dunkerque Industries France SAS, said to be valued at more than €1 billion ($1.2 billion), ranks as the biggest-ever overseas takeover by a corporate buyer from Bahrain. Signs of dealmaking activity have emerged from other Gulf countries that have been by impacted by projectiles from Iran — including Saudi Arabia, which on Monday halted operations at its largest oil refinery on the Persian Gulf coast after a drone strike in the area. The kingdom’s Tahweel Holding agreed over the weekend to acquire the downstream plastics operations of local industrial group Tasnee. And last week, as heated negotiations were taking place in Geneva over the future of Iran’s nuclear program, Dubai Aerospace Ente...

French president says deterrent needs to be ‘strengthened’ in recognition of new challenges A Cypriot government spokesperson has just confirmed that two unmanned drones headed to RAF Akrotiri were intercepted before reaching the base. “Two unmanned aerial vehicles that were moving towards the direction of the British Bases at Akrotiri were confronted in time,” Konstantinos Letymbiotis said. Continue reading...

美股航空、邮轮板块普跌，嘉年华邮轮、挪威邮轮跌超10%，联合大陆航空跌超6%，达美航空跌超3%。

3月2日，苹果公司正式发布iPhone 17e及更新版iPad Air，以更强性能延续亲民定价策略，同时拉开今年新品发布周期的序幕。 从售价上来看，iPhone 17e 定价4499元起，与前代保持一致。同时搭载更快处理器、自研无线芯片及MagSafe磁吸充电功能，并新增粉色配色选项。 新款iPad Air同样维持原有定价，处理器从M3升级至M4，性能提升约30%。两款产品均将于3月4日开放预购，3月11日正式上架发售。 上述发布将对苹果在新兴市场的竞争格局产生直接影响。i Phone 17e的目标用户群覆盖印度等对价格敏感的市场，该价位段同时面临三星中端机型、谷歌A系列等竞争对手的挑战。 折叠屏iPhone引爆未来期待 iPhone 17e 在延续前代整体设计与 6.1 英寸屏幕的基础上，迎来了多项关键内部升级。它搭载了与 iPhone 17 同款的 A19 芯片，蜂窝调制解调器从上代的 C1 升级为 C1X，起始存储容量翻倍至 256GB，正面玻璃强度也与 iPhone 17 保持一致。 相较常规iPhone，17e 仍保留若干差异：仅配备单颗 4800 万像素后置摄像头，不支持高刷新率显示，也未采用 Dynamic Island 交互界面，屏幕尺寸小于起售价 799 美元的 6.3 英寸 iPhone 17。 iPhone 17e 的发布仅是苹果今年新品周期的开端。据彭博报道， 苹果计划今秋推出 iPhone 18 Pro 和 Pro Max，主要在性能和摄像头方面进行升级 。 更受关注的则是苹果首款折叠屏 iPhone 的亮相，标志着其正式进入三星过去十年主导的折叠品类，预计将成为今年硬件战略的重要看点。 新款 iPad Air 外观延续前代设计，核心升级集中于内部配置。M4 芯片使整机性能提升约 30%，新增 C1X 调制解调器和 N1 无线芯片，并支持 Wi-Fi 7 连接。 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。

In this article VSNT Follow your favorite stocks CREATE FREE ACCOUNT Versant signage on the floor at the New York Stock Exchange on July 21, 2025. Michael Nagle | Bloomberg | Getty Images Versant Media Group will release its first earnings report as a public company on Tuesday, giving Wall Street its first glimpse inside a company made up primarily of pay-TV networks. The Comcast spinoff — comprised of CNBC, MS Now, USA Network, Golf Channel, Syfy, E! and Oxygen, as well as digital properties including Fandango, Rotten Tomatoes, GolfNow and Sports Engine — debuted on the Nasdaq in January after one of the media industry's most significant transactions in recent years. The company's first-ever quarterly results will provide more detail into a portfolio of assets that were long embedded in Comcast's NBCUniversal TV results. They will also test Wall Street's appetite for cable TV at a time when the market has faced deep pressures. Ahead of going public, Versant released financials that showed declining revenue in recent years. Versant's assets generated $7.1 billion in revenue in 2024, down from $7.4 billion in 2023 and $7.8 billion in 2022, according to a Securities and Exchange Commission filing. Versant's stock has dropped about 25% since its January debut. The company's market capitalization stands at roughly $4.8 billion. Pay-TV pressure It's a rarity these days to see pure-play media stocks going public — especially those made up solely of TV networks. Last year Newsmax , the conservative cable news network, began trading on the New York Stock Exchange. Its shares initially soared before falling precipitously since its debut. Versant makes more than 80% of its overall revenue from pay-TV distribution. While that business is still profitable, the longtime cash cow for the media industry has been declining as customers flee the bundle for streaming alternatives. "At Versant, 62% of our audience comes from live programming across sports and news," CEO Mark Lazarus s...

Why do companies with strong consumer appeal tend to outperform?

Generative AI is set to transform the way credit traders do their jobs, as the technology is well suited to handling the unstructured data produced by the asset class, according to JPMorgan Chase & Co.’s global head of credit trading. Credit markets are the last frontier when it comes to market automation, Sanjay Jhamna said in an interview with Bloomberg TV at JPMorgan’s global leveraged-finance conference in Miami, adding that traditional AI models have not necessarily been a good fit for the asset class. As firms begin to use generative AI more, the whole industry will be affected. “It will reset who can compete and how they can compete,” Jhamna said, adding that winners and losers will be determined by how much companies embrace the opportunities from new technology. Investors are currently scrambling to get to grips with the various ways AI is affecting the credit market. On one hand, there is growing anxiety that generative AI will cannibalize the business models of software issuers, a cornerstone of the leveraged finance and private credit universes. On the other hand, hyperscalers are flooding the investment-grade and infrastructure debt markets with record issuance to fund the build-out of data centers. Current dislocations in the credit market are creating opportunities to deploy capital at interesting levels, Jhamna said. Credit is “the asset class of the moment” and noise around software is a normal part of a typical credit cycle, he said. As for the threat that AI poses to existing borrowers, the JPMorgan banker said that it is normal for some consolidation to follow massive increases in productivity. There will also be big winners — companies that harness the power of the new technology to gain share — he said. Read More: JPMorgan Tests ‘Art of the Possible’ in Leveraged Buyouts In terms of the conflict in the Middle East, Jhamna said that JPMorgan’s clients are looking past the weekend’s events at the moment. Investors will be attentive to energy pric...

美股三大指數全線低開，早段跌約1至1.6%。

美股三大指數全線低開，早段跌約1至1.6%。

Christopher Trybus is on trial for manslaughter after his wife Tarryn Baird took her own life.

The US Supreme Court declined to consider restoring the gun rights of people convicted of nonviolent felonies, turning away an appeal from a Utah woman convicted 18 years ago of trying to pass a bad check at a grocery store. The rebuff came at the urging of the Trump administration. US Solicitor General D. John Sauer told the justices the issue will be adequately addressed through a new program under which the Justice Department can restore the gun rights of convicted felons on a case-by-case basis. Melynda Vincent’s appeal sought to narrow the federal law that bars gun possession by anyone convicted of a felony. Vincent said the law can’t constitutionally be applied to people whose criminal pasts don’t involve violence. “Our historical tradition of firearms regulation does not permit the federal government to permanently disarm someone based solely on the fact of a prior nonviolent criminal conviction,” Vincent argued. She says she wants a firearm for protection and to go hunting with her children. In ruling against Vincent, the Denver-based 10th US Circuit Court of Appeals pointed to a passage in the 2008 Supreme Court decision that said the Constitution’s Second Amendment protects individual gun rights. The majority added that “nothing in our opinion should be taken to cast doubt on longstanding prohibitions on the possession of firearms by felons.” Other federal appeals courts have taken a different position, saying the Second Amendment protects at least nondangerous convicted felons. Sauer, the Trump administration’s top Supreme Court lawyer, said Vincent would have a “strong case for relief” if she applied to have her gun rights restored through the new Justice Department program. But he said the availability of that process “dooms the Second Amendment challenge.” The Justice Department program “provides a more workable process for restoring firearms rights than would a court-administered regime of as-applied challenges,” Sauer said. Vincent countered that the...

Paramount CEO says Warner Bros tie-up to carry $79 billion net debt, no cable asset sales planned Reuters

格隆汇3月2日｜美股三大指数集体低开，标普500指数跌1.11%，道指跌1.1%，纳指跌1.51%。 纳斯达克中国金龙指数跌2%。中概股方面，拼多多跌1.12%，理想汽车跌1.59%，蔚来跌2.16%，携程跌2.74%，哔哩哔哩跌3.15%，京东跌3.17%，小鹏汽车跌3.42%，阿里巴巴跌3.47%。 明星科技股走软，阿斯麦跌2.2%、台积电跌2.4%、亚马逊跌2.7%。 现货金银价格回落，美股黄金概念股走势分化，纽蒙特矿业涨0.53%，科尔黛伦矿业跌1.8%，泛美白银跌1.5%。 油气股走高，康菲石油、埃克森美孚涨超4%。

Amazon’s Extreme AI Spending Sends Stock to Worst Month in Years Bloomberg

We saw a rush of earnings reports, and while results looked solid, stocks often cratered on fear of AI and disruption.

TNT Sports’ contract expires at the end of next season Uefa wants the biggest possible audience for games Uefa will have an influence on Paramount’s plans for broadcasting the Champions League in the UK if the US entertainment giant’s deal to buy Warner Bros Discovery (WBD), the parent company of TNT Sports, is approved. Last week’s $110bn (£82.1bn) planned takeover is subject to regulatory approval in the US because of concerns the deal would give the merged studios a 40% share of the American film industry. A decision is expected before TNT Sports’ contract to show the Champions League in the UK expires at the end of next season. Continue reading...

纳斯达克金龙中国指数盘初跌2.4%。 热门中概股再鼎医药跌7.2%，文远知行跌7%，小马智行、阿特斯太阳能跌6%，金山云跌5.4%，蔚来跌2.8%，阿里巴巴跌2.6%，百度跌1.9%，拼多多跌1.6%。 ETF中，CQQQ跌2.55%，KWEB跌2.40%，ASHS跌0.33%，ASHR跌0.07%。

北京时间3月2日晚，美股周一大幅低开。美以联手袭击伊朗导致油价飙升，并在股票投资者日益增长的担忧清单上又增添了中东局势不稳这个新的因素。能源与国防股走高，科技、银行、航空及旅游板块走低。 道指跌183.50点，跌幅0.37%为，报48794.42点；纳指跌342.58点，跌幅为1.51%，报22325.63点；标普500指数跌54.52点，跌幅为0.79%，报6824.36点。 随着投资者涌入这一全球避险资产，黄金期货上涨3%。 衡量市场恐慌程度的华尔街恐惧指数——芝加哥期权交易所波动率指数（VIX）跃升至2026年以来的最高水平。 上周末，美以联合打击行动杀害了伊朗最高领袖阿亚图拉- 阿里 -哈梅内伊，这标志着伊朗伊斯兰共和国的分水岭时刻，也是该国自1979年以来最具重大影响的事件之一。 美国总统唐纳德-特朗普对媒体表示，美国在伊朗的军事行动“比计划提前”，但尽管有这些言论，投资者仍担心冲突会长期化。 伊朗官员已誓言进行强力报复，这引发了冲突可能蔓延至整个地区的担忧。 巴克莱银行分析师Ajay Rajadhyaksha在一份报告中表示：“持续冲突的尾部风险高于2024年或2025年，但我们不认为这场战争会升级到彻底改变美国前景的程度。” 但他表示，本周初“逢低买入还为时过早，尤其是在投资者已经习惯了迅速降级模式的情况下。” 由于投资者担心对抗可能升级为更广泛的战争从而扰乱供应，美国原油价格上涨7%。伊朗是欧佩克第四大产油国。 石油市场的轨迹可能取决于战斗是否扰乱通过霍尔木兹海峡的交通，这是全球最重要的原油运输咽喉要道。那里的持续中断可能会波及全球能源市场，并重新点燃通胀压力。 骏利亨德森投资全球多资产主管Adam Hetts表示：“更广泛的不确定性抑制了投资者情绪，这可能会普遍打压全球风险资产。在长期不确定时期，油价上涨可能引发全球性的通胀恐慌。” 袭击发生后，诺斯罗普-格鲁曼和洛克希德-马丁在早盘交易中上涨5%，而同行国防股RTX上涨超过6%。 埃克森美孚 和 雪佛龙 等能源股分别上涨4%和3%。 但避险情绪导致多数股票走低，其中科技股和银行股领跌。博通领跌芯片股。 亚马逊 和Alphabet下跌。 摩根士丹利 和 高盛 走低。 地缘政治升级使本就脆弱的股市背景更加复杂。由于人工智能和软件股再次动荡，标准普尔500指数上周五下跌，并收于2月下跌区域。 对自动化可...

自觉为人民出政绩、以实干出政绩。 上海市政府党组今天（3月2日）举行会议，认真学习贯彻习近平总书记关于树立和践行正确政绩观的重要论述，按照中央部署和市委要求，研究安排市政府党组树立和践行正确政绩观学习教育工作。市委副书记、市长、市政府党组书记龚正主持会议并讲话。 会议指出，要学深悟透习近平总书记重要论述，从思想深处充分认识树立和践行正确政绩观学习教育的必要性、重要性，增强自觉性、坚定性。要以立党为公、为民造福、科学决策、真抓实干为总要求，以一体推进学、查、改为抓手，教育引导全市政府系统干部牢固树立正确政绩观，自觉为人民出政绩、以实干出政绩，认真落实好党的二十届四中全会部署，高质量完成今年和“十五五”各项目标任务。 会议指出，要把理论学习摆在首位，全面深刻学习领会习近平总书记关于树立和践行正确政绩观重要论述的核心要义、丰富内涵和实践要求，尤其是要与深入学习贯彻习近平总书记考察上海重要讲话精神结合起来，更加自觉地以正确政绩观引领事业发展。要把查摆问题作为关键，多到困难多、情况复杂、矛盾尖锐的地方，通过督促检查、调查研究、了解群众反映等途径，深入查找政绩观方面存在的问题。要把整改整治落在实处，不断把学习教育成果转化为解决问题的实际成效、转化为推进上海现代化建设的实际成效。 会议指出，要把制度建设贯穿始终，坚持“当下改”和“长久立”相结合，深入查找现行制度机制中不符合正确政绩观的规定、流程和要求，持续改革创新，及时调整优化。要把开门教育做深做实，走好群众路线，主动邀请群众参与学习教育全过程，尤其要把学习教育与促进民生福祉结合起来，更好地满足人民群众的美好生活需要。 会议指出，要强化责任落实、精心组织实施，推动学习教育落地见效。领导干部要以身作则、作出表率，带头抓好理论学习、带头抓好问题检视和整改、带头抓好分管领域的学习教育。要发扬严实作风，力戒形式主义，把学习教育与中心工作紧密结合起来，一着不落、一丝不苟地推动学习教育取得预期成效。

A look at the weighted underlying holdings of the Motley Fool Value Factor ETF (MFVL) shows an impressive 13.3% of holdings on a weighted basis have experienced insider buying within the past six months. Carmax Inc. (Symbol: KMX), which makes up 0.52% of the Motley Fool Value