尽管该公司公布了创纪录的季度利润，嘉信理财在周三早盘交易中仍下跌约3.5%。 这家券商及金融服务公司第一季度营收为64.8亿美元，低于LSEG预估的65亿美元，令该股在周四早盘承压。 该季度每股收益为1.43美元，比LSEG的预估高出3美分。 责任编辑：张俊 SF065

DMAC S-3及美國證券交易委員會申報文件 Yahoo 財經

Microsoft Corporation (NASDAQ:MSFT) was among the stocks Jim Cramer discussed on Mad Money as he addressed investors’ recent overblown worries and growth stocks stuck in bear-market territory. Cramer noted that he is hoping for the company to make big changes, as he remarked: Of course, Microsoft, they’re behind. It’s software. It could get hurt by […]

Meta Platforms, Inc. (NASDAQ:META) was among the stocks Jim Cramer discussed on Mad Money as he addressed investors’ recent overblown worries and growth stocks stuck in bear-market territory. Cramer highlighted the company’s new AI model, as he said: Meta, it just announced a new AI model, Muse Spark. Critics liked it. Meta had spent a […]

Jim Cramer Highlights Meta Talent Investment Paying Off Yahoo Finance

Apple Inc. (NASDAQ:AAPL) was among the stocks Jim Cramer discussed on Mad Money as he addressed investors’ recent overblown worries and growth stocks stuck in bear-market territory. Cramer was bullish on the stock during the episode, as he remarked: Alphabet got dinged last year. It’s come all the way back. Apple never really went anywhere. […]

AMD stock hits all-time high of 268.0 USD Investing.com

Amazon.com, Inc. (NASDAQ:AMZN) was among the stocks Jim Cramer discussed on Mad Money as he addressed investors’ recent overblown worries and growth stocks stuck in bear-market territory. Cramer highlighted the CEO’s recent letter and the following market reaction, as he said: Look, I could play the same game with Amazon with the stock that had […]

NVIDIA Corporation (NASDAQ:NVDA) was among the stocks Jim Cramer discussed on Mad Money as he addressed investors’ recent overblown worries and growth stocks stuck in bear-market territory. Cramer noted the stock’s recent comeback, as he stated: NVIDIA, which had become a real laggard, came roaring back to life in the last couple of days. Do […]

Jim Cramer Says “Whatever Bad That Was Supposed to Happen to NVIDIA, It Just Didn’t Happen” Yahoo Finance

Intel's Best Month Since 1987. Is INTC Still A Buy? - Intel (NASDAQ:INTC), Palantir Technologies (NASDAQ Benzinga

US Industrial Production Unexpectedly Drops In March (After Huge Upward Revision For Feb) At first glance the 0.5% MoM decline in US Industrial production (considerably worse than than the 0.1% MoM rise expected - and dragging YoY growth in IP down to +0.74%) is bad news... suggesting immediate impacts from the war are being felt and sparking headlines decrying President Trump's actions. Source: Bloomberg However, while we agree that the decline is notable, the fact that February's data was revised drastically higher, from +0.2% to +0.7% MoM, means that over the two months, industrial production overall is actually higher (and up 0.2% since the end of the war)... Source: Bloomberg Energy was behind the slowdown: March oil and gas drilling posted a decline of 2.4% m/m after rising 0.6% in Feb., Federal Reserve data show. March consumer energy products was decline of 2.1% m/m after rising 2.3% in Feb. March commercial energy products declined 0.3% m/m after increasing 0.8% in Feb. . A similar picture evolves for Manufacturing production which fell 0.1% MoM in March (worse than the 0.1% MoM rise expected) after February's 0.2% MoM rise was revised up 2x to a 0.4% MoM rise. Nevertheless, Manufacturing production YoY slowed to just 0.5%... Source: Bloomberg Bottom Line: it's not great news that industrial production is slowing... but it's not as dire as it looks at first glance (and remember Manufacturing PMIs were strong)... ...and energy production is unpredictable at best in the current environment. Tyler Durden Thu, 04/16/2026 - 09:35

格隆汇4月16日｜以色列方面的消息人士称，他们认为直接对话有可能促使黎巴嫩加入《亚伯拉罕协议》。

美股標指及納指再創新高。

IBM heads into Q1 earnings with new AI partnerships and Confluent acquisition, but premium valuation and falling EPS estimates remain headwinds.

國際能源署(IEA)預計歐洲航空燃油，可能只剩下大約六星期供應量。 國際能源署署長比羅爾接受美聯社訪問時表示，霍爾木茲海峽危機是史上最大的能源危機，持續越久，對全球經濟增長和通脹的負面影響越大。將會推高汽油、天然氣和電力價格，包括中國、日本、南韓等依賴中東能源的亞洲國家首當其衝，然後蔓延至歐美。 他說目前歐洲航空燃油可能只剩下大約六星期供應量， 若果原油供應繼續因戰事受阻，歐洲部分航班或因缺油要取消。

A Bank of America Corp. investment-grade bond sale got underway on Thursday, adding to a bevy of offerings by major Wall Street lenders this week. The offering is in as many as five parts, ranging in maturity from four to 11 years, according to a person with direct knowledge of the matter. The longest tranche, a subordinated note, is offered at a premium of about 1.40 percentage point to Treasuries, according to the person, who asked not to be identified because discussions are private. Proceeds of the deal are for general corporate purposes, said the person. The second-largest US bank raised $7 billion via a high-grade debt sale in early February. This week’s projected $40 billion of investment-grade bond sales has already been surpassed, led by Wall Street banks. Goldman Sachs Group Inc. kicked off the sector’s latest round of deals on Monday, followed by JPMorgan Chase & Co. and Morgan Stanley . So far, the group has raised a combined $26.5 billion following their earnings reports. Bank of America’s quarterly results beat estimates after its equity-trading unit delivered record revenue, with market volatility driving earnings to a near two-decade high.

A beloved tech founder was found stabbed in the streets of San Francisco. The city took the blame.

rlesyk/iStock via Getty Images Investment Thesis Let me start by saying that I am reiterating Barrick Mining ( B ) with a Strong Buy. And this time, I am doing so but for a different reason. In my previous piece , I said that Barrick checked all my boxes. Well, I still believe so. The difference now is that the next leg of upside does not need to come from another Fourmile headline. Or from a fresh gold spike alone. B has now moved from talking about value creation to actively preparing for it. And I say this because B's board has decided to move forward with preparations for an IPO of Barrick's North American gold assets. The proposed NewCo is expected to be anchored by Nevada Gold Mines, Pueblo Viejo and Barrick's wholly owned Fourmile discovery. All this while Barrick keeps a controlling interest. In my opinion, this move changes the valuation story in a big way. This is because the market usually discounts complexity. And Barrick is finally giving investors a cleaner way to price its best neighborhood. This is why I think my current thesis is even stronger today than it was in the prior article. Since later 2025, Barrick has been advancing the North America IPO plan. It has also resolved its dispute with Mali and also restarted the path forward with Loulo Gounkoto. I also note that B has formalized dividend framework that targets 50% of attributable FCFs. And this can be evidenced by the $0.42 dividend that it recently announced. As if that is not enough, the company has also repurchased $1.5 Bn worth of stock. This is after finishing the year with $6.7Bn in cash and a $2Bn in net cash position. In my view, this is a company with a strong balance sheet, a visible catalyst and enough cash generation to keep rewarding shareholders while the market catches up. I am saying this because mining investors do not get to eat today and still keep dessert for later. But for Barrick, it is one of the rare cases where that is happening. Given that I discussed the business pr...

格隆汇4月16日｜据伊朗塔斯尼姆通讯社，伊朗向巴基斯坦方面表示，美国必须履行承诺。伊朗（向巴基斯坦）强调，美国必须放弃“过分的要求”。

Jenny Johnson, Franklin Templeton CEO, says companies need to embrace new technology such as artificial intelligence. She also talks about the importance of securing core data, the state of the consumer and oil prices. She speaks on "Bloomberg Surveillance" live in Washington. (Source: Bloomberg)

字节有一套成熟的产品路径：用抖音主站丰沛的流量滋养新业务，待其形成足够规模再考虑独自面向市场。 今年2月，团购App「抖省省」正式上线，用户通过抖音账号登录后，主站内的团购订单与收藏店铺可一键同步，并随即推出瑞幸、麦当劳0.01元首单等补贴。3月，「随心团」业务正式升级为「抖音即送」，官方表示这是基于一年多运营中观察到的外卖需求而做出的主动升级。 从110亿到8500亿，抖音本地生活仅用四年，就完成了这门生意有史以来最快的规模扩张。现在规模已经有了，接下来要谈质量。 独立App的出现，是字节式的信号弹。此前抖音电商走过同样的路—— 先在主站直播间跑通逻辑，再用「抖音商城」独立面市，为计划性购物的用户建立独立心智。本地生活现在复制的，是这条路的底层逻辑。 相比剪映、番茄小说这类内容产品，独立App也包含一种成熟度考验。电商和本地生活是实打实的交易型业务，核心指标涉及GMV、转化率、商家资源，能否脱离内容场的流量哺育，靠交易本身的用户习惯存活，才是真正的门槛。 同时，本地生活又比电商多一个专项考题，电商的履约终点是快递签收，链条标准可复制；本地生活的履约终点，是用户真正走进那店门，或者骑手按响门铃的那一刻。两者都需要履约，但后者横亘的变量要多得多。 这道坎，在行业里有个直接的名字——核销率。 核销率的“天堑” 按照《雷峰网》的报道，抖音生服当前整体核销率约为50%，美团则稳定在80%至90%区间。二者核销率的差距长期存在，要溯源到抖音进入本地生活的方式。 美团做的是需求驱动的生意。用户想吃饭、想预约按摩，打开App，搜索，下单，完成。 平台扮演的是「电子黄页+履约工具」的角色，消费意图在用户打开App之前就已经存在，购买只是意图的实现。 抖音做的是内容驱动的生意，和它的电商模式一脉相承。用户刷视频途中被探店短片或折扣套餐打动，顺手点了购买，平台扮演的是「内容种草+交易转化」的角色，消费意图不是用户带来的，是被内容激发出来的。 两种模式的差异，一句话可以概括：美团用户「要用才买」，抖音用户「看到就买」。商家圈里流传的“抖音做拉新，美团做复购”，就是对这个逻辑最朴素的表达。而内容驱动模式的价值又是真实的，它能创造大量「计划外消费」，帮商家触达那些不会主动搜索的潜在用户，对新品牌冷启动和新品类的市场教育有独特优势。抖音生服过去几年的高速增长，相当程度上正是建立在这一能力之上。...

Bob Lee, a beloved tech executive best known for creating Cash App, was found stabbed in the streets of San Francisco. His death set off a wave of online fury. Rumors and misinformation ran rampant, with tech leaders like David Sacks and Elon Musk loudly disparaging the city for out of control crime. What really happened? Listen to Foundering. (Source: Bloomberg)

格隆汇4月16日｜美股开盘，三大指数小幅上涨，纳指涨0.19%，标普500指数涨0.16%，道指涨0.11%。 台积电跌近2%，Q1净利润大增超58%创新高，全力扩产仍难以满足强劲AI需求。 甲骨文涨3.6%，与AWS深化多云合作，企业级高速私有互联今年落地。 道达尔涨近4%，预告Q1收益大幅增长，上游业务表现将更加强劲。(格隆汇)

AMZN's Increasing Focus on Everyday Essentials: Can it Drive Growth? Zacks Investment Research

Sharp swings in stock prices are often a signal of investor uncertainty and volatility. It's not until things settle down and stocks establish some price direction that we can get a sense of whether it's recovery or reaction. The STOXX Europe 600 index just had one of those stretches. After declining around 12% over a roughly one-month period, the index shot higher by 3.9% on April 8. As of April 14, the index is back to within 2% of its highs. Which one is more reflective of the state of the markets, the sharp decline or the quick recovery? If it's the latter, is this a sustainable uptrend? Continue reading

北京时间4月16日晚，美股周四高开。昨日标普500指数和 纳斯达克 综合指数于常规交易时段双双创下历史新高。市场继续关注美伊谈判与中东局势的发展。 道指涨94.10点，涨幅为0.19%，报48557.82点；纳指涨30.775点，涨幅为0.13%，报24046.792点；标普500指数涨14.83点，涨幅为0.21%，报7037.78点。 标普500指数和以科技股为主的纳斯达克指数在上一交易日均触及关键里程碑：前者首次收于7000点上方，后者首次收于24000点上方。 此前，美国总统特朗普在周三播出的一段预先录制的福克斯商业频道采访中表示，伊朗战争“非常接近结束”，并声称德黑兰“非常想达成协议”。 特朗普周三还宣布，以色列与黎巴嫩之间的谈判将于周四举行。伊朗议会议长曾表示，以色列停止对黎巴嫩的攻击是启动伊朗战争谈判的关键条件。 至于华盛顿与德黑兰之间，第二轮谈判正在讨论中，但尚未正式安排任何议程。这是根据一位要求匿名以讨论政府内部计划的白宫官员的说法。 近日股市因美伊最终达成和平协议的希望而上涨。标普500指数在本周初已抹去自伊朗战争爆发以来的全部跌幅。 Ned Davis Research首席全球投资策略师蒂姆·海耶斯周三表示：“就情绪指标和估值而言，我们基本上回到了2月底的水平。如果我们想继续走高，我认为市场必须在这里扩大广度，不能只靠纳斯达克。” 但海耶斯也持谨慎态度，指出投资者可能过于仓促地涌入市场反弹。 “我现在会有点谨慎。我不认为现在是重新入场的时候，”他补充道。“这些股票出现了某种快速的回归，但这种势头能否持续？市场广度能否扩大？还有待观察。” 责任编辑：张俊 SF065

美股三大指数开盘走高，道指涨0.16%，标普500指数涨0.2%，纳指涨0.17%。甲骨文涨超3%，公司宣布与AWS合作。核电股普涨，Oklo涨超8%，Nano Nuclear Energy涨超6%。台积电跌超1%，此前发布一季度业绩。雅培下跌4.5%，创下2023年以来最低盘中水平。“硅谷足力健”Allbirds开盘跌17%，此前曾飙升582%。

Oracle stock price forecast: overbought readings warn as ORCL trades near $170 Traders Union

财联社4月16日讯（编辑 赵昊） 近几个月来，特斯拉电动皮卡Cybertruck的销量得到了埃隆·马斯克旗下其他公司的明显“托举”，该现象可能表明这款极具争议的皮卡未能吸引普通消费者。 根据S&P Global Mobility提供的注册数据，在去年第四季度登记的7071辆Cybertruck中，SpaceX购入了1279辆，占比超过18%。同期，马斯克旗下的其他企业还购入了另外60辆。 这意味着，在该季度注册的Cybertruck中，几乎每五辆就有一辆是在马斯克商业版图内部“自买自卖”的。这些采购金额很可能超过1亿美元，而且这种情况今年仍在持续。 这些数据凸显出，在特斯拉开始交付这款电动皮卡仅两年后，消费者需求已经明显走弱。如果没有马斯克旗下公司的“内部消化”，Cybertruck第四季度的注册量将下降51%。 咨询公司AutoForecast Solutions全球汽车预测副总裁Sam Fiorani表示：“Cybertruck的买家正在枯竭。” 随着特斯拉整体销量下滑，公司正面临越来越大的压力，需要扭转颓势，否则汽车总销量可能出现连续第三年下降。 尽管马斯克正将公司重心转向Robotaxi、人形机器人等未来业务，投资者在很大程度上仍忽视了汽车销量的下滑，但这些新业务距离形成实际收入仍有距离，市场的耐心似乎逐渐耗尽。 Cybertruck于2023年底高调发布，作为一款外形硬朗的车型，与主力销售的Model Y和Model 3形成差异化竞争，试图借此进入由福特、通用和Stellantis主导的美国高利润皮卡市场。 马斯克曾预测，到2025年公司年产Cybertruck可达25万辆，并称其为特斯拉有史以来最好的产品。 但从一开始，这款车就存在隐忧：其棱角分明的设计极具争议，在去年针对马斯克的舆论反弹中，Cybertruck甚至成为嘲讽和破坏的目标。 此外，其售价也远高于预期——首批车型的标价超过10万美元，远高于2019年宣称的4万美元起售价。 根据S&P Global Mobility的数据，SpaceX从去年10月开始登记Cybertruck，这种内部采购持续至2026年，今年1月新增158辆，2月新增67辆。 尽管具体交易条款未披露，但以Cybertruck当前约7万美元的起售价计算，SpaceX、xAI、Boring和Neuralink累计已向特斯拉支付超...