The shift would bring the midrange tablet closer to Apple's higher-end display lineup.

Keir Starmer conducts much of Britain’s diplomacy himself, but beneath him is a team of trusted advisers The first foreign official JD Vance met with after he returned from peace talks with Iran in Islamabad this week was not a diplomat or foreign policy official – it was David Lammy , the UK’s justice secretary and deputy prime minister. Lammy will follow his trip to Washington, where he saw the vice-president and the Secretary of State, Marco Rubio, with another to Barcelona, where he will represent the UK at a conference of global progressives, and then one to the Gulf. Continue reading...

一个联邦陪审团周三作出裁决，认定演唱会巨头Live Nation及其子公司Ticketmaster非法维持了其在票务市场的垄断地位。 这一裁决是纽约联邦法院约五周审理的结果，陪审团在商议四天后作出判决。此案最初由美国司法部和数十个州的总检察长于2024年提起，指控Live Nation通过控制票务、演唱会预订、场馆和推广活动来垄断整个现场娱乐行业。 垄断行为与市场支配地位 庭审证据显示，Live Nation采取了一系列“反竞争行为”，包括： 与场馆签订排他性的长期票务合同 威胁场馆若转向竞争对手将扣留演唱会资源 利用其垂直整合能力“在垄断城堡周围不断挖深护城河” 原告方律师Jeffrey Kessler在结案陈词中指出，Ticketmaster在“大型演唱会场地”（约250个容量8000人以上、年举办超10场演唱会的场馆）的市场份额高达86%，若计入体育赛事则整体市场份额达73%。作为对比，Live Nation辩称若纳入更广泛的场馆类别（包括体育场馆、竞技场等），其市场份额约为44%。 内部证词与关键证据 庭审中曝光的内部通讯记录对Live Nation极为不利。一名公司员工在邮件中称，佛罗里达州坦帕市某圆形剧场VIP区的价格“ outrageous”（离谱），并写道支付这些费用的顾客“so stupid”（如此愚蠢），“I almost feel bad taking advantage of them”（我几乎为占他们便宜感到内疚），随后还写下“BAHAHAHAHAHA”。 这名员工Benjamin Baker出庭作证时道歉，称这些信息“very immature and unacceptable”（非常不成熟且不可接受）。 政府和解与州诉讼的分歧 值得注意的是，此案背景复杂。今年3月，就在庭审开始后不久，特朗普政府的司法部与Live Nation达成了意外和解。和解条款包括： Live Nation支付最高2.8亿美元的罚款 剥离最多13个圆形剧场 将排他性合同限制在4年以内 在部分非排他性场馆保留50%门票 将票务服务费上限定在15% Ticketmaster开源部分技术，允许竞争对手接入 然而，这一和解并未要求拆分Live Nation和Ticketmaster，遭到以纽约州总检察长Letitia James为首的20多个州的强烈反对。James称该和...

Bloomberg Intelligence Senior Litigation Analyst Jennifer Rie discusses the jury verdict that found Live Nation illegally monopolized the live events industry and overcharged fans. The decision was reached in New York federal court on Wednesday after a six-week trial. Live Nation is likely to appeal. (Source: Bloomberg)

Key PointsKen Griffin believes the worldwide economy will enter recession of the Strait of Hormuz remains closed through the next six-to-12 months.

Jae Young Ju/iStock via Getty Images A Yardeni Research chart tracking South Korea's MSCI forward earnings per share tells that from the early 1990s through the mid-2010s, South Korean forward EPS moved in a slow, decades-long upward arc. But starting in 2025, the line went nearly vertical. Against this backdrop of historic earnings momentum, the following list ranks the primary South Korean stocks available to U.S. investors by Seeking Alpha Quant Rating, spanning financials, industrials, semiconductors, telecommunications, and utilities, with Shinhan Financial Group ( SHG ), POSCO Holdings ( PKX ), and KB Financial Group ( KB ) leading the pack with Strong Buy ratings above 4.78. Further down the list, Woori Financial Group Inc. ( WF ) and SK Telecom Co., Ltd. ( SKM ) both carry Hold ratings at 3.47. The remaining stocks on the list include a diverse mix of companies, from Magnachip Semiconductor Corporation ( MX ) in the chip sector to Korea Electric Power Corporation ( KEP ) in utilities, all maintaining Hold ratings with scores ranging from 3.38 down to 2.89. Seeking Alpha’s Quant Ratings system grades stocks based on their relative performance across critical quantitative measures, including valuation, growth, stock momentum, and profitability. Ratings are given on a scale from 1 to 5, with any rating of 3.5 or above considered bullish and any rating of 2.5 or below considered bearish. Here is the list: Shinhan Financial Group Co., Ltd. ( SHG ), Quant Rating: 4.86 POSCO Holdings Inc. ( PKX ), Quant Rating: 4.83 KB Financial Group Inc. ( KB ), Quant Rating: 4.78 Woori Financial Group Inc. ( WF ), Quant Rating: 3.47 SK Telecom Co., Ltd. ( SKM ), Quant Rating: 3.47 Magnachip Semiconductor Corporation ( MX ), Quant Rating: 3.38 KT Corporation ( KT ), Quant Rating: 3.27 Korea Electric Power Corporation ( KEP ), Quant Rating: 3.09 DoubleDown Interactive Co., Ltd. ( DDI ), Quant Rating: 3.03 LG Display Co., Ltd. ( LPL ), Quant Rating: 2.96 OSR Holdings, Inc. ( OSRH )...

OpenAI‘s new revenue chief just fired shots at both its biggest partner and its biggest rival in the same memo. Denise Dresser told staff Sunday that the Microsoft Corp partnership has “limited our ability to meet enterprises where they are,” while calling demand through Amazon.com Inc‘s Bedrock platform “frankly staggering” since the two companies announced their deal in late February, according to a memo viewed by CNBC. OpenAI Takes Aim At Anthropic’s Numbers Dresser claimed Anthropic’s report

Creating self-improving AI systems is an important step toward deploying agents in dynamic environments, especially in enterprise production environments, where tasks are not always predictable, nor consistent. Current self-improving AI systems face severe limitations because they rely on fixed, handcrafted improvement mechanisms that only work under strict conditions such as software engineering. To overcome this practical challenge, researchers at Meta and several universities introduced “ hyperagents ,” a self-improving AI system that continuously rewrites and optimizes its problem-solving logic and the underlying code. In practice, this allows the AI to self-improve across non-coding domains, such as robotics and document review. The agent independently invents general-purpose capabilities like persistent memory and automated performance tracking. More broadly, hyperagents don't just get better at solving tasks, they learn to improve the self-improving cycle to accelerate progress. This framework can help develop highly adaptable agents that autonomously build structured, reusable decision machinery. This approach compounds capabilities over time with less need for constant, manual prompt engineering and domain-specific human customization. Current self-improving AI and its architectural bottlenecks The core goal of self-improving AI systems is to continually enhance their own learning and problem-solving capabilities. However, most existing self-improvement models rely on a fixed “meta agent.” This static, high-level supervisory system is designed to modify a base system. “The core limitation of handcrafted meta-agents is that they can only improve as fast as humans can design and maintain them,” Jenny Zhang, co-author of the paper, told VentureBeat. “Every time something changes or breaks, a person has to step in and update the rules or logic.” Instead of an abstract theoretical limit, this creates a practical “maintenance wall.” The current paradigm ties syst...

Source: Bloomberg, 11:20

意大利天然气进口商Edison周三表示，卡塔尔可能会将其天然气供应的不可抗力状态延长至6月中旬之后，同时预计这一缺口将由美国供应而非 俄罗斯天然气 来填补。 供应中断背景 Edison与卡塔尔能源公司签有长期合同，每年接收64亿立方米液化天然气，约占意大利年消费量的10%。 该合同自2009年开始，为期25年。上个月，由于中东冲突及霍尔木兹海峡的持续敌对行动，卡塔尔能源公司通知Edison，在4月至6月中旬期间将无法履行10船货物（相当于14亿立方米天然气）的合同义务。据卡塔尔能源公司首席执行官称，上个月伊朗的袭击导致该公司17%的LNG出口能力瘫痪。 美国LNG填补缺口 Edison首席执行官Nicola Monti在媒体简报会上表示，在卡塔尔能源公司因中东战争取消了4月至6月中旬的10船LNG货物后，该意大利集团已从美国购买了7船LNG。 Monti对美国LNG供应能力表示信心，他提到了今年美国两座LNG工厂的投产——Venture Global的Plaquemines项目和Golden Pass项目（后者部分由卡塔尔能源公司和 埃克森美孚 持有）。他指出，其他工厂也在建设中。Monti预测：“未来18个月内，市场将恢复结构性平衡。” 市场前景展望 Monti指出，由于中东天然气暂时短缺，此前预计的2027至2028年左右LNG供应过剩可能会推迟至2029至2030年出现。 当被问及欧洲是否应重新考虑其计划中的俄罗斯LNG进口禁令时，Monti表示：“我认为目前的市场虽然紧张，但提供了足够的灵活性选择，使我们能够继续从其他地区获得供应。”值得注意的是，Edison向意大利最终客户的交付不存在风险，公司已采取缓解措施和投资组合管理活动来应对当前局面。卡塔尔能源公司在正常工作时间之外未能立即回应置评请求。 责任编辑：张俊 SF065

Michael Vi/iStock Editorial via Getty Images Introduction Palantir Technologies ( PLTR ) has plunged in 2026, seeing a decline as sharp as about 30% year-to-date, recovering lately to the level of negative 23% since the beginning of the year. As a long-term shareholder myself, who trimmed this stock time and time again, getting out way more than I originally invested, I’m in for the ride, not worrying much. Simultaneously, I love to follow this company, for both the good and the bad, as it has become quite a controversial investment in the last five years. Data by YCharts Interestingly, what happens with Palantir right now fits the latest software focus of mine perfectly, as if we were to compare the stock to the overall market, we would see that neither the war, nor the oil prices, nor even the fear index is impacting it the most. The stock drop marvelously repeats the software industry move, and we can see it on the graph below, where I’ve added the recent performance of the iShares Expanded Tech-Software Sector ETF ( IGV ). Data by YCharts Software Sector Drop I have discussed this anomaly, or the inconsistency of the market, in several previous articles of mine, for example, in my Microsoft ( MSFT ), or the overall software sector breakdown . There, I explained the main reason "SaaSpocalypse" is happening, and I think it's important to come back to this discussion again, as it seems the market has forgotten how this all started. The problem, or the main fear of the analyst firms, is that current AI developments (including both trained models and new AI agents) could lead to significant market disruption for the SaaS companies. There are a couple of arguments in favor of this fear. The first one is that AI will soon allow for the replacement of the human workforce on a massive scale, and as businesses will require fewer workers, the traditional revenue model of the SaaS companies will be under threat, as revenue depends on the number of seats bought by their cust...

Palantir: Anthropic Disruption Is An Illusion (Rating Upgrade) (NASDAQ:PLTR) Seeking Alpha

A.J. Rohde, senior partner at Thoma Bravo, joins Dani Burger on "Bloomberg Deals." Nemetschek SE agreed to acquire construction management software provider Heavy Construction Systems Specialists from Thoma Bravo. (Source: Bloomberg)

bo feng/iStock via Getty Images I previously rated BYD Company Limited ( OTCPK:BYDDF )( OTCPK:BYDDY ) as a Buy in February 2026, thanks to the improved margin of safety/compelling valuations from the prior selloff. In this article, I shall discuss why I am reiterating my Buy rating for the BYD stock here, thanks to the robust profitable growth prospects from its vertically integrated automotive capabilities. BYDDF Faces Numerous Tailwinds & Headwinds Entering FY2026 BYDDF 1Y Stock Price ( TradingView ) Since my timely Buy rating at the February 2026 bottom, BYDDF has outperformed with a +22.1% stock price rally against the wider market at +1.8%, with a similar performance also observed in its Chinese automaker peers in varying degrees. Much of their tailwinds are attributed to the sequentially higher March 2026 delivery numbers, with it naturally lifting market sentiments after the seasonally softer Spring Festival holidays in February 2026. A similar trend has been reported by BYDDF, with March 2026 bringing forth 300.39K unit deliveries (+57.9% QoQ). 1. Domestic Demand Headwind On the one hand, readers may want to note that BYDDF has reported a notably softer YTD new energy vehicle sales volume of 700.46K (-30% YoY) . This is partly attributed to: the transition from full purchase tax exemption in 2025 to a 50% exemption from January 01, 2026, onwards, and the transition from fixed-amount subsidies in 2025 to percentage-based subsidies relative to the vehicle price in 2026, with these developments already contributing to China's pulled-forward EV retail sales growth to 12.81M units in 2025 (+17.6% YoY). It is unsurprising, then, that China has reported weaker YTD EV sales on a YoY basis, with BYD's tougher YoY comparison also observed in numerous Chinese automakers and Tesla ( TSLA ) in varying degrees. BYD's prospects are worsened by the near-term noise from their declining profits in FY2025 , arising from the prior price war arising from the " competition inside...

据媒体4月15日报道，包括德国Uniper在内的欧洲买家正在探讨从加拿大西海岸采购液化天然气并通过巴拿马运河运输的可能性，这是其供应多元化长期战略的一部分，伊朗战争使这一努力变得更加紧迫。 谈判背景：Ksi Lisims LNG项目 三位知情人士透露，欧洲买家是正在与加拿大Ksi Lisims LNG项目进行商业谈判的潜在客户之一。该项目是一个拟建的液化天然气出口终端，支持方正在努力敲定与买家的合同，预计将在今年做出最终投资决定。 欧洲买家对该项目的兴趣显著——因为加拿大新兴的LNG出口产业地理上更适合供应亚洲，通过巴拿马运河的通行费和运输时间将增加成本。加拿大所有现有和新兴的LNG出口能力都位于西海岸，为亚洲买家提供较短的运输时间，而东海岸除了Repsol的圣约翰终端外几乎没有基础设施。 伊朗战争的催化作用 长期以来，基础设施缺乏一直被视为加拿大向欧洲供应大量LNG的障碍。但一位了解Ksi Lisims LNG项目的消息人士表示，当前的中东冲突意味着欧洲买家正在考虑接受巴拿马运河运输的成本和更长过境时间，以便将供应来源多元化至加拿大这样稳定、民主的司法管辖区。 “自伊朗战争开始以来，全球包括欧洲在内的LNG买家对Ksi Lisims的承购兴趣特别强烈，”该消息人士称。 德国对美国的依赖与多元化需求 Uniper拒绝置评。路透社3月报道称，这家德国公司正在与企业及政治层面的加拿大方面进行谈判，以扩大其液化天然气采购。去年，美国占德国LNG进口的96%，两位消息人士称，Ksi Lisims在多元化供应方面被认为具有潜力。 项目时间表与支持方 Ksi Lisims项目并非欧洲能源需求的即时解决方案。即使其支持方——总部位于休斯顿的Western LNG、加拿大天然气生产商组成的Rockies LNG联盟，以及项目土地所有者Nisga‘a原住民——决定推进，建设也需数年时间。 不过，加拿大政府已将该项目提交至国家重大项目办公室进行快速审批。总理马克·卡尼一直在寻求加快自然资源项目许可，以提振受到美国贸易政策威胁的经济。 壳牌和 道达尔 能源已与Ksi Lisims签署了20年的LNG购买协议。 Tourmaline Oil的角色 Tourmaline Oil是Rockies LNG的合作伙伴之一，该公司副总裁Jamie Heard表示，伊朗战争及由此导致的霍尔木兹海峡关闭...

OpenAI has expanded the capabilities of its agent-building toolkit, as agentic AI continues to grow in popularity.

(RTTNews) - Following the upward move seen over the two previous sessions, treasuries gave back some ground during trading on Wednesday.

Key PointsQSM Asset Management Ltd initiated a new stake in Robert Half, buying 202,846 shares during the first quarter.

tifonimages/iStock via Getty Images Energy Recovery ( ERII ) down 5.2% in Wednesday's trading as Northcoast Research downgraded the maker of energy efficiency devices in the water industry to Neutral from Buy, saying long-term fundamentals remain intact but anticipating elevated tactical risk on likely Middle East project delays. When Energy Recovery ( ERII ) posted Q4 earnings and guided FY 2026 revenues below expectations due to project delays, the Iran war had not yet begun, and the macro outlook forthe critical Middle East region has since taken a decided turn for the worse, with sizeable declines in GDP likely ahead for many major desalinating nations and a growing risk that the war will prove a lasting setback for confidence in the Middle East economy, Northcoast's Ryan Connors wrote. Water may be non-discretionary, but the timing of projects—some of which are predicated on future demand growth put at risk by the Iran conflict—can be altered significantly, so the analyst lowered his 2026 and 2027 earnings estimates for Energy Recovery ( ERII ) to reflect the rising probability of additional project delays amid a major macroeconomic headwind that weighs on fiscal budgets and infrastructure spending. While still off from pre-Q4 print, Energy Recovery ( ERII ) shares have bounced nicely off recent lows, and the risk/reward looks balanced heading into the company's Q1 earnings and guidance update; with shares trading at ~20x Connors' 2027 EPS estimate, roughly in line with the waterinfrastructure peer group average, the analyst dropped his rating to Neutral. More on Energy Recovery Energy Recovery CO2 Refrigeration Melted, Desalination Evaporates Into 2027 Energy Recovery Q4 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating on Energy Recovery

PAL PRE 14A及美國證券交易委員會申報文件 Yahoo 財經

Commons rejects proposal by 256 to 150 to side with government on plan to tackle online harms affecting children MPs have voted against a proposal to ban under-16s from using social media for the second time, as the prime minister summoned tech bosses to demand tougher action on internet safety. The House of Commons rejected a Lords amendment to the children’s wellbeing and schools bill that imposed a new age limit on using social media platforms, amid pressure from parents and campaign groups for greater urgency in tackling online harms. They voted by 256 to 150, a majority of 106, to side with the government on its plan to tackle social media-linked harms affecting children. Continue reading...

Hunting PLC press release ( HNTIF ): Q1 sales order book stood at c.$428.8 million (31 March 2026 – $365.3 million; 31 December 2025 – $358.0 million). “Hunting has delivered a solid Q1 performance, and we are maintaining our full-year EBITDA guidance of $145-$155 million given the strong outlook for our end markets. More on Hunting PLC Hunting PLC (HNTIY) Shareholder/Analyst Call Transcript Hunting PLC 2025 Q4 - Results - Earnings Call Presentation Hunting PLC (HNTIY) Q4 2025 Earnings Call Transcript Hunting secures $63.5M Subsea order for Guyana offshore project Hunting PLC Non-GAAP EPS of $0.34, revenue of $1.02B misses by $70M