British Prime Minister Keir Starmer on Wednesday said he would not “yield” to pressure to join the Iran war after US President Donald Trump threatened to scrap a UK trade deal. “We’re not going to get dragged into this war. It is not our war,” Starmer told parliament. “I’m not going to change my mind. I’m not going to yield. It is not in our national interest to join this war,” the Labour leader added. In a phone interview with Sky News, Trump threatened to alter an agreement struck with Britain...

三星SDS（SSNLF）刚刚获得了强劲的买盘，在获得KKR直接与其AI雄心相关的8.2亿美元投资后，股价大涨逾20%。 在KKR同意购买价值1.22万亿韩元的新发行可转换债券后，该股一度飙升21.3%。在各大公司竞相建设AI基础设施之际，这是一次重大的信心投票。三星SDS计划将这笔新资金与自有资源一同用于扩展能力，尤其是在需求快速增长的全流程AI转型服务领域。 这里值得注意的是其战略角度。首席执行官李浚熙明确表示，这不仅仅是资金问题，他还指出了利用KKR的全球经验进行潜在的并购机会和更广泛的增长计划。KKR从其亚洲基金IV中筹集了大部分资金，该公司也认同这一观点，强调了对数字化转型的强劲需求，并对三星SDS在韩国AI建设中的角色充满信心。该交易预计将于第二季度完成。 这一势头也带动了三星电子，该公司当天股价上涨近4%。 责任编辑：张俊 SF065

zhaojiankang/iStock via Getty Images In September 2025, I marked Dow Inc. ( DOW ) a buy and that buy rating has worked well with a 74% return sharply outperforming the S&P 500’s 4.2% gain. The stock price strongly recovered and even was heading towards my forward valuation target of $49.65. Dow is one of the companies together with fertilizer and oil stocks that has actually performed well due to the war in Iran. In this report, I discuss the dynamics in play for Dow and explain why I believe the stock remains a buy. Dow Surges On Closure Of Hormuz Closure When I initiated coverage for Dow, the main challenge was the oversupply in the market against a sluggish macro backdrop. With energy prices surging one would expect that the industrial end market exposure and higher oil and gas prices would be a net negative for Dow. However, with the closure of the Strait of Hormuz there also are other elements in play: Petrochemical supply shock Access to lower-cost energy Pricing power Export leverage Cost Inflation This is obviously not a clean “war is good” story, because for end market demand the GDP erosion may have consequences. Normally around 40% of the polyethylene exports comes from the Middle East. The Middle East with access to oil and gas has an advantage and since the market in the Middle East for petrochemical products is quite small, they are major exporters with big cost advantages. With the closure of the Strait of Hormuz, that global supply is cut off. So, this is known as the supply shock that can benefit other players in the market. The second important item is access to low-cost energy. Energy prices have risen and in a first assessment, rising energy prices would seem bad for companies like Dow. However, Dow has a structural advantage like other US players that it largely uses ethane which natural gas-based feedstock compared to naphtha, which is oil-based and is primarily used in Europe and Asia. In the US, energy prices obviously also went up. However, ...

Key PointsScores of healthcare stocks stand to benefit from the "greying of America" trend, but one you might have overlooked is Intuitive Surgical.

Image source: The Motley Fool. Thursday, Jan. 22, 2026 at 3 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

财联社4月15日讯（编辑 赵昊） 摩根士丹利最新公布的业绩报告整体强于市场预期，与华尔街其他大行一样，大摩的股票交易部门也录得了创纪录的盈利。 周三（4月15日）美股盘前，摩根士丹利在官网发布了2026年第一季度业绩报告，营收录得205.8亿美元，同比上升16%，强于伦敦证券交易所集团（LSEG）预期的197.2亿美元。 当季，摩根士丹利的利润同比飙升29%至55.7亿美元，调整后每股收益3.43美元，高于先前市场预期的3美元。受业绩双超预期影响，大摩股价盘前一度涨超5%。 分项上看，大摩“机构证券”部门的营收录得107.21亿美元，同比增长19.6%。其中投资银行业务录得21.16亿美元，增长35.7%。 股票交易业务的营收为51.48亿美元，同比增长25%，超出市场预期；固定收益业务的收入也增长29%至33.6亿美元，比预期多出约5.4亿美元，部分得益于能源市场的波动。 大摩首席财务官Sharon Yeshaya在接受采访时表示： “我们经常被问到关于好波动率和坏波动率的问题。这对我们来说，确实提供了一个展示我们咨询服务的机会。” “随着市场情绪转变，形势更加开放明朗，这显然对市场有利，”Yeshaya表示，“投行业务的积压订单并没有发生实质性变化。如果说有什么变化的话，那就是整体上保持了稳定。” 本周早些时候，华尔街其他大行也相继发布了财报，高盛、摩根大通（小摩）、美国银行和花旗集团的股票交易收入创下历史新高。 近期，规模达1.8万亿美元的私人信贷市场成为关注焦点，赎回潮涌现，市场担忧人工智能可能对该资产类别带来冲击，令投资者情绪波动。 摩根士丹利旗下North Haven Private Income Fund在本季度也加入限制赎回的基金行列。 此外，在首席执行官Ted Pick领导下，摩根士丹利完成了首笔并购交易——收购EquityZen，获得一个允许客户交易未上市公司股份的平台。

bombermoon/iStock via Getty Images SunPower ( SPWR ) down 6.1% in early trading Wednesday after filing its audited 2025 Form 10-K, which highlighted that GAAP revenue totaled $300M, down from $308.75M previously reported due to the removal of double bookings, and a ~$26.9M GAAP operating loss following a one-time balance sheet cleanup. After standard adjustments, SunPower ( SPWR ) said FY 2025 non-GAAP operating income totaled nearly $7.33M. SunPower ( SPWR ) said it plans to restate its Q1, Q2, and Q3 2025 quarterly reports to align with the 10-K and stated a 2026 plan targeting more than $400K in revenues. The company said material errors were related to the recognition of revenue—and related cost of revenues, sales commissions, sales and marketing, and general and administrative expenses—and interest expense. SunPower ( SPWR ) said the material errors were the result of previously reported material weaknesses in its internal control over financial reporting related to its control activities, information and communication, and monitoring activities. More on SunPower SunPower Presents at The 38th Annual Roth Conference - Slideshow SunPower: Upside, But Not A Buy SunPower Q4 2025 Earnings Call Transcript

DWAY 10-Q及美國證券交易委員會申報文件 Yahoo 財經

由Payward Inc．运营的历史最悠久的加密货币交易所之一Kraken表示，其正面临一个犯罪团伙的勒索企图，该团伙声称获取了某些客户账户详情。这为本已处于脆弱加密货币环境中的投资者增添了又一重压力。首席安全官Nick Percoco表示，客户资金从未面临风险，不过该公司承认，通过2025年及今年早些时候涉及客户支持人员的事件，有限的个人数据（如姓名和地址）可能已被泄露。约2000名用户已收到通知，并被建议对潜在的主动联系保持警惕，该交易所正继续与多个司法管辖区的联邦执法部门合作。 这一情况反映出攻击者针对加密货币平台的方式可能发生了更广泛的转变，即越来越多地针对内部人员，而非仅仅依赖技术漏洞。Coinbase Global Inc．之前的案例涉及客户服务人员被贿赂以提取用户数据，随后被勒索2000万美元赎金，Kraken此前曾成功击退过这种模式。TRM Labs的Ari Redbord指出，随着技术防御能力的提高，攻击者可能更加关注“人为层面”，尤其是那些被设计为可接触敏感信息的职位。最近，去中心化金融项目Drift遭到攻击，损失近3亿美元，观察人士认为这可能涉及社会工程学手段。 这一时机可能值得注意，比特币仍较去年10月的峰值下跌超过40%，数字资产的整体市场情绪仍处于压力之下。正在筹备潜在上市的Kraken，随着安全风险与市场波动性一同持续浮现，现在面临更多的审视。与此同时，Chainalysis的报告指出，针对加密货币持有者的所谓“扳手攻击”有所增加，这凸显出数字安全和人身安全问题可能日益影响投资者对该行业的看法及长期布局。 责任编辑：张俊 SF065

据伊朗媒体15日报道，伊朗外交部发言人当天说，美国给伊朗提出一揽子方案并希望伊朗“全盘接受”，美国很清楚“这是不可能的”，这不符合谈判和对话的逻辑。 该发言人表示，此前，伊朗通过巴基斯坦向美国方面提交了10项停战条款，以回应所谓美方停火“15点计划”。 发言人说，伊朗在波斯湾沿岸国家的参与下，完全有能力保障中东地区的安全，前提是美国停止军事干预和战争挑衅。任何来自地区外的干预只会让问题变得更复杂。很多欧洲国家“避免落入美国的军事陷阱”是明智的。 发言人还透露，伊朗可能将接待一个来自巴基斯坦的代表团，双方将就地区局势进行更为详细的讨论。(新华社)

Leestat/iStock via Getty Images North Korea is making what the head of the International Atomic Energy Agency described as “very serious” progress in building its nuclear arsenal, with signs pointing to a new uranium enrichment facility and heightened activity at its main nuclear complex, Reuters reported Wednesday. IAEA Director General Rafael Grossi said operations have accelerated across multiple sites at Yongbyon, including a 5-megawatt reactor, a reprocessing unit and a light-water reactor. Satellite imagery and independent analysis suggest the possible completion of an additional enrichment plant, which could boost production of weapons-grade material. The acceleration of North Korea’s nuclear program adds to geopolitical risk in Northeast Asia, a region central to global supply chains in semiconductors, autos and shipping. Heightened tensions could drive defense spending while increasing market volatility, particularly for companies with exposure to South Korea and Japan. The watchdog agency estimates North Korea already possesses several dozen nuclear warheads, with uranium enrichment emerging as a key pathway alongside plutonium reprocessing. Grossi said recent developments indicate a meaningful expansion in capacity, though there is no evidence so far of Russian technology being used in the weapons program. Separately, Grossi urged South Korea to work closely with the IAEA on its planned nuclear-powered submarine program to ensure safeguards against proliferation, as such reactors can operate for long periods without inspection. More on VanEck Semiconductor ETF, iShares Semiconductor ETF, etc. XSD In The Semiconductor Boom, But Not The Choice I Prefer. Here's Why SOXX: Buy The Picks And Shovels Of The AI/HPC Wave Recent AI Funding Problems Should Worry You Crowded trades shift to oil and semiconductors as gold loses top spot BlackRock's iShares just had its best Q1 ever: Here are the 10 top-rated funds in the lineup

专题：聚焦美股2026年第一季度财报 第一季度总营收增长 13%，至 61.7 亿美元 简要概述 PNC 金融服务集团第一季度利润与营收双双上升，调整后每股收益为 4.32 美元。 PNC 金融服务集团公布第一季度利润与营收均实现增长，客户业务活动保持旺盛。 这家总部位于匹兹堡的银行及金融服务公司周三表示，当期净利润为 17.2 亿美元，合每股 4.13 美元；去年同期净利润为 15 亿美元，合每股 3.51 美元。 剔除部分一次性项目后，每股收益为 4.32 美元。金融数据公司 FactSet 调查的分析师此前预期调整后每股收益为 4.16 美元。 总营收同比增长 13%，至 61.7 亿美元。华尔街市场预期为 62.4 亿美元。 该行表示，净利息收入攀升 14%，至 39.6 亿美元，主要得益于 PNC 收购第一银行、融资成本下降以及商业贷款增长。非利息收入增长 12%，至 22 亿美元。 季度末贷款总额增长 13%，至 3609 亿美元。 PNC 称，受贷款增长、收购第一银行以及宏观经济因素调整等影响，信贷损失拨备下降 4.1%，至 2.1 亿美元。 首席执行官比尔・德姆查克表示，上一季度得益于传统贷款业务强劲增长，以及该行各地区客户业务活动旺盛。他补充道：“重要的是，我们已做好充分准备，延续当前的强劲发展势头。” 责任编辑：郭明煜

BYD shuns price war in South Africa to build EV brand Reuters

美国与伊朗在4月14日洽谈中取得进展，在结束战争方面更加接近达成一个框架协议。（Axios）

By Nqobile Dludla JOHANNESBURG, April 15 (Reuters) - Chinese electric vehicle maker BYD is deliberately avoiding a price war in South Africa as competition ramps up in the continent's second biggest

SNTI 10-Q及美國證券交易委員會申報文件 Yahoo 財經

寧德時代首季純利207億人幣 按年升近5成 擬成立全資子公司時代資源 am730

Robert Way Senator Elizabeth Warren said she sees “risks” to Nvidia's ( NVDA ) acquisition of open-source software company SchedMD in a letter to Defense Secretary Pete Hegseth and Secretary of Energy Chris Wright. “I write to express concern about NVIDIA’s recent acquisition of SchedMD and request information about the government’s dependency on NVIDIA hardware and software,” Warren wrote in a letter to Secys. Hegseth and Wright. “This acquisition raises particular alarm due to the Department of Energy (DOE) and Department of Defense’s (DoD) widespread reliance on SchedMD’s workload management software, Slurm. Slurm software is used in critical DOE and DoD supercomputers and is 'the top software used worldwide in aerospace and defense.' NVIDIA’s acquisition of Slurm turns a once free software into one of NVIDIA’s proprietary offerings, which may reduce competition and harm national security. This would give NVIDIA disproportionate control over a chokepoint that rival firms rely on to operate government supercomputers.” In her letter to the Cabinet members, Sen. Warren asked for additional information on which DOE and DOD systems rely on Nvidia's software or hardware. She has requested answers by May 5. Nvidia did not immediately respond to a request for comment from Seeking Alpha. Led by CEO Jensen Huang, Nvidia announced in December 2025 it was acquiring SchedMD, maker of the popular open-source Slurm (Simple Linux Utility Resource Management) software. Slurm functions as a manager and job scheduler for high-performance computing clusters, helping sets of computers function as a single system. Nvidia said it plans to continue developing and distributing Slurm as an open-source, vendor-neutral software solution. Slurm is already used by more than half of the top 10 and top 100 systems in the TOP500 list of supercomputers. Slurm is also supported by Nvidia's most powerful hardware. The two companies have collaborated for more than a decade. More on Nvidia Nvidia: Mu...

Billionaire Elon Musk has shared a distaste for social media platforms from Meta Platforms over the years. Meta-owned Instagram and rival social media platform TikTok, which is now owned by a group of American companies, may have attracted Musk to use platforms outside his X platform owned by xAI/SpaceX ahead of a highly anticipated IPO. Elon Musk on Instagram, TikTok? For years, Musk has shared his hatred for platforms such as Instagram, Facebook and WhatsApp, which are all owned by Meta Platfo

Elon Musk Once Called Instagram A 'Thirst Trap,' Deleted His Account: Billionaire Could Be Back To Promote SpaceX IPO Yahoo Finance

Heartland Advisors, an investment management company, released its first-quarter 2026 investor letter for “Heartland Mid Cap Value Fund”. A copy of the letter can be downloaded here. Mid-cap stocks experienced initial gains due to improved market breadth; however, increasing geopolitical risks led investors to favor larger-cap companies perceived as safer. The firm remains committed to […]

Heartland Mid Cap Value Fund: Micron Technology (MU) Remains an Extremely Cyclical and Capital-Intensive Company Yahoo Finance

Mar Vista's U.S. Quality Premier strategy returned -10.17% net-of-fees in the first quarter of 2026. During the quarter, it initiated new investments in Ecolab ( ECL ), GE Vernova ( GEV ), and QXO Inc ( QXO ). It also exited positions in Salesforce ( CRM ) and SAP ADR ( SAP ). During the quarter-end rebalance of the Quality Premier strategy, the fund also added to its holdings in Danaher ( DHR ), Netflix ( NFLX ), and Linde plc ( LIN ) and trimmed Intuit ( INTU ) and Meta Platforms ( META ). "We believe the market is transitioning into a more fundamentally driven environment where returns could be more closely tied to earnings durability, free cash flow generation, and capital discipline." More on Ecolab, Salesforce, etc. Wall Street Lunch: Big Banks Open Earnings Season With Mixed Results Meta Strikes Back Wall Street Lunch: Netflix Draws Bullish Backing As Ad Revenue Seen Doubling To $3B Oakmark Fund (Investor Class) adds ADBE, NFLX; exits DE, APA among Q1 moves Broadcom's deal with Meta boosts confidence in AI ramp: analysts

欧洲央行管理委员会成员Martins Kazaks对于市场押注利率将在2026年上调两次、并从6月份开始加息并不反对。 这位拉脱维亚官员周三表示，伊朗战争正在推 高通 胀，并拖累经济增长。他说，如果除了能源成本上升之外还出现第二轮价格效应，欧洲央行将不得不采取行动。 “就欧元区而言，市场预计将从6月份开始加息两次，” Kazaks说，“我目前并不反对这一点。让我们看看形势如何发展。” 欧洲央行决策者正在思考如何应对中东地区的战事，而法国和西班牙本周上调通胀预期凸显出消费者价格面临的压力。官员们下一次会议将在4月29日至30日举行，交易员认为届时利率将维持不变。 在承认滞胀是一项风险的同时，Kazaks表示，本月会议的结果尚不明朗。 他说：“是4月份，还是6月份？我们已经证明能够非常迅速而且大幅地采取行动。所以让我们拭目以待。” 责任编辑：李桐

美国能源信息署（EIA）数据显示，美国上周原油库存减少91.3万桶，市场预估为增加15.4万桶。

imaginima/E+ via Getty Images Commercial crude stocks (excluding those in the Strategic Petroleum Reserve) for the week ended April 10: 463.8 M barrels. Crude inventory change: -0.9 M barrels vs. +3.1M barrels for the week ended April 3. Consensus estimate: +2.100M. Gasoline inventory change: -6.3M barrels vs. -1.6M barrels for the week ended April 3. Distillates inventory change: -3.1M barrels vs. -3.1M barrels for the week ended April 3. Strategic Petroleum Reserve: 409.2M barrels , down -4.1M barrels from 413.3M barrels in the prior week. Crude Oil Futures ( CL1:COM ) -0.18% to $91.9/barrel. ETFs: ( USO ), ( UCO ), ( SCO ), ( BNO ), ( DBO ), ( USL ). More on Crude Oil Futures, United States Oil Fund LP ETF, etc. December World Oil Production Slides Oil Dynamics And Intraday Analysis: WTI Drops Back Below $100 After US-Iran Talks Set To Resume Trump's Hormuz Siege: Starving Tehran To Save The West Crude oil plunges on potential for renewed U.S.-Iran talks, pressure from naval blockade U.S. crude stockpiles rose 6.1M barrels last week, API says

格隆汇4月15日｜美国至4月10日当周EIA战略石油储备库存-414.4万桶，前值-173.9万桶。