The expanded partnership covers chip design, packaging, and networking, with an initial deployment commitment exceeding 1 gigawatt

The US and Iran are closer to extending a ceasefire and restarting negotiations about a longer team peace deal, the Associated Press reports. (Source: Bloomberg)

利亚德公告，2025年营业收入70.64亿元，同比下降1.20%。净利润3.07亿元，上年同期-8.89亿元。公司董事会决议通过的本报告期利润分配预案为：以未来实施2025年年度权益分派方案时股权登记日的总股本（剔除回购股份）为基数，向全体股东每10股派发现金红利1元（含税），送红股0股（含税），以资本公积金向全体股东每10股转增0股。

(RTTNews) - Uber Technologies, Inc. (UBER) plans to spend more than $10 billion to buy thousands of self-driving cars and invest in the companies that make them, as per The Financial Times.

Onex Corporation ( ONEX:CA ) on Wednesday said it has received approval from the Toronto Stock Exchange to renew its normal course issuer bid, allowing it to repurchase up to 6,388,348 subordinate voting shares, or about 10% of its public float. The buyback will begin on April 18, 2026 and run until April 17, 2027, with purchases to be made on the open market or through permitted private transactions, subject to regulatory limits. The company’s prior buyback program, launched in April 2025, allowed for the repurchase of up to 5,779,994 shares, of which about 1.3 million had been acquired as of March 31, 2026 at an average price of C$104.76 per share. Onex said the renewed program reflects its view that repurchasing shares at certain price levels offers an attractive risk-adjusted return for shareholders. ONEXF -0.08% after hours to $79.3389. Source: Press Release More on Onex Corporation Onex Corporation 2025 Q4 - Results - Earnings Call Presentation Onex Corporation (ONEX:CA) Q4 2025 Earnings Call Transcript Dividend scorecard for Onex Corporation Financial information for Onex Corporation

Niche chip equipment maker Aixtron SE is cementing its place as the new artificial intelligence darling of Europe’s stock market. Shares in the German company surged as much as 17%, to an almost 25-year high, after it raised full-year guidance, citing strength in the optoelectronics business. Aixtron makes tools for the production of compound semiconductors, which are used in AI infrastructure because they handle power more efficiently than traditional silicon chips. Investors have been getting more bullish on Aixtron for the past six months, betting that its specialist machines will become increasingly important as companies build out AI networks. Aixtron now expects full-year revenue to reach as much as €590 million ($695 million), up from its previous top-end forecast of €550 million, after “significantly stronger-than-expected” demand for its products in the first quarter. Read more: Niche Chip Stock Emerges as Europe’s Next Big AI Power Play “We have the tool of record for the next generation of photonic components, which are the basis for chip-to-chip, rack-to-rack and datacenter-to-datacenter communications in the AI era,” Aixtron Chief Executive Officer Felix Grawert said in a statement . The rally, which gives Aixtron a market capitalization of €4.6 billion, marks a big change from recent years, when the company’s exposure to industrial and automotive markets were seen as a weakness. The shares fell more than 60% in 2024 before starting to turn around last year with a 14% rally. The recent gains have left the shares trading at a forward price-earnings ratio above 50, double the five-year average. For some analysts, the multiple is now too high to recommend buying the stock. “We continue to believe that the stock’s demanding valuation already reflects much of the medium-term growth,” Deutsche Bank AG analyst Michael Kuhn wrote on Wednesday, maintaining a hold rating. Still, analysts remain largely positive. The stock has eight buy ratings, eight holds and tw...

Consumer discretionary stocks have taken a beating lately as tariff worries and uneven demand cloud the outlook for apparel and footwear giants. With China slowing and new trade costs biting into margins across the sector, retail investors have grown cautious about names that once seemed unstoppable. Nike (NYSE:NKE) stands out as a prime example. The ... Tim Cook and Nike CEO Drop $2.1 Million on Shares — Bold Bet or Wishful Thinking?

美国股指期货基本持平，标普500指数接近历史高点，交易商关注美伊谈判； 美国银行 （BAC）因业绩上涨， Snap （SNAP）因裁员消息跳涨。 责任编辑：张俊 SF065

美股在本周强势反弹之际，一个历史规律正悄然逼近——4月15日美国报税截止日在季节性数据上平均是标普500全年表现最差的交易日。 根据历史数据，自1990年以来，4月15日前后的标普500中位数日回报率在所有交易日中垫底，市场普遍认为这与投资者在截止日前被迫变现资产以缴纳税款密切相关。尽管美联储会在报税日前后主动管理市场流动性，但历史数据显示，这一流动性注入平均而言仍不足以阻止股市下跌。 本周市场情绪整体偏向乐观，标普500隔夜收盘价已明显高于此前地缘政治紧张局势升级前夕的水平，投资者似乎正试图将近期风险事件抛诸脑后。然而，季节性规律提示短期内仍存在下行压力，投资者需保持警惕。 报税截止日拖累股市：历史规律清晰 回溯1990年以来的数据，标普500在所有交易日中，以中位数回报率衡量表现最差的两个日期分别是4月15日和6月7日。 4月15日的负面效应有较为直接的解释：这是美国个人所得税年度申报截止日，大量投资者不得不在最后期限前变现持仓以筹集税款，由此形成集中性卖压。 6月7日的规律则相对费解。尽管6月中旬存在一个重要性较低的税务节点，但为何卖压会提前于该日期出现，目前尚无明确解释。 值得注意的是，上述日期并非固定交易日，若恰逢非交易日则顺延，因此实际影响日期存在一定偏移。 美联储介入管理流动性，效果有限 围绕报税截止日，美联储会主动进行流动性管理。通常在4月截止日之前，财政部在美联储的账户余额会有所下降，意味着流动性被注入市场；截止日过后，随着税款陆续缴入政府账户，该余额随之回升。 然而，历史季节性数据表明，这一预防性流动性注入平均而言仍不足以对冲股市的下行压力。换言之，即便有美联储的缓冲操作，报税日前后的股市疲软仍是一个统计上显著的规律。 短期风险与反弹潜力并存 季节性规律之外，当前市场还面临更复杂的多空博弈。 从看空方向看，即便今年重演历史规律，影响或仅限于短期。历史数据同样显示，4月15日之后，标普500在4月剩余时间内平均录得正回报，季节性压力相对有限。 然而，5月整体是全年平均回报率最低的月份之一，"五月卖出"的市场谚语或在一定程度上形成自我实现效应。 从看多方向看，当前零售及机构投资者的悲观情绪已处于较高水平，这一共识性看空本身可能成为反弹的催化剂——空头回补或风险敞口的重新加仓，均有可能推动股市在未来数周走高。本周的反弹或许正是这一进程的开端。 季节性规...

沃尔玛 （WMT）将从5月起为其约1万种商品的Great Value品牌推出现代化包装，以改善货架/应用程序导购并突出营养信息，产品和价格不变。 责任编辑：张俊 SF065

Majid Saeedi/Getty Images News The U.S.-Israeli campaign against Iran has strengthened the very forces it aimed to weaken, accelerating the rise of hardline leaders and entrenching a more confrontational regime in Tehran, The Wall Street Journal reported late Tuesday. Rather than producing a more moderate government after the killing of senior officials including Supreme Leader Ali Khamenei, the conflict has elevated a younger, more ideological leadership aligned with the Islamic Revolutionary Guard Corps. Analysts say the result is a political landscape dominated by figures less willing to compromise with the West. For investors, the shift toward a more hardline regime in Iran raises the risk of prolonged geopolitical instability with direct implications for global markets. A more confrontational leadership increases the likelihood of sustained conflict in the Middle East, potential disruptions to oil flows through the Strait of Hormuz and heightened volatility in energy prices. At the center of the hardliners is Mojtaba Khamenei, who emerged as a key power broker after surviving the strikes that killed his father. Though largely out of public view, he is backed by a network of security officials and loyalists who have long shaped Iran’s hardline direction. The war has emboldened these factions. Authorities have intensified domestic repression through arrests and executions while projecting strength abroad, including threats to disrupt oil flows through the Strait of Hormuz and launching attacks beyond Iran’s borders. New appointments underscore the shift. Senior roles have gone to figures with deep ties to militant operations, including commanders linked to past assassinations and international attacks. Their influence is evident in both military strategy and nuclear negotiations, where compromise appears increasingly unlikely. The ideological tone has also hardened. Elements within the leadership promote a messianic worldview rooted in Shiite doctrine, framing th...

格隆汇4月15日｜据印度国家证券交易所(NSE)，全球基金4月15日净买入92.3亿卢比印度股票。

格隆汇4月15日｜深圳市互联网信息办公室4月15日发布消息称，为进一步规范房地产领域网络信息传播秩序，净化网络生态，深圳市住建、网信部门持续强化协同治理，聚焦四类典型违规情形，督导属地网络平台切实履行信息内容管理主体责任，依法依约对一批自媒体账号予以严肃处置。 一是违规发布诱导性营销信息。部分账号以“返佣”名义发布诱导性营销信息，且存在“承诺不兑现”的潜在交易风险，扰乱房地产交易市场秩序。 二是违规发布不实或误导性信息。部分账号通过编造虚假房源、虚假价格等形式，传播涉房地产领域不实或误导性信息，误导公众认知。 三是未通过备案程序违规开展经纪业务。部分账号未按规定办理相关备案手续，违规开展代理销售等房地产经纪业务的。 四是歪曲解读及夸大负面信息。部分账号通过“唱衰”等形式刻意炒作热点，歪曲解读市场公开信息，传播涉房企与楼盘的夸大性负面信息，扰乱房地产市场预期与信息传播秩序。

在美伊可能进行谈判的迹象下，区域股市走高，同时KKR（KKR）同意购买约8.2亿美元的三星SDS可转换债券；原油价格走势波动。 责任编辑：张俊 SF065

Progressive press release ( PGR ): Q4 GAAP EPS of $4.80 misses by $0.08 . Net premiums written of $23.64B (+6% Y/Y) beats by $441M . More on Progressive Progressive: A Long-Term Compounder Built On Underwriting Discipline Progressive: Dominance At A Discount Progressive: Sacrificing Margin For Top Line Growth Progressive Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Progressive

Monty Rakusen March U.S. import prices: +0.8% M/M vs. +2.1% consensus and +0.9% prior (revised from +1.3%), according to data released by the Bureau of Labor Statistics on Wednesday. Export prices: +1.6% M/M vs. +1.7% consensus and +1.9% prior (revised from +1.5%). Developing… Check back for updates. More on the US Dollar The Greenback Is Poised To Snap Losing Streak FX Levels For EUR/USD, USD/CAD And GBP/USD: USD Dumps Amid Peace Repricing Optimism Weighs On The Greenback Dollar firms on safe-haven demand amid escalating U.S.-Iran tensions: Currency Recap U.S. recession odds fade as economic data keep beating

格隆汇4月15日｜美格智能(002881.SZ)公告称，公司与江苏省南通市北高新技术产业开发区管理委员会签署《投资项目合作协议书》。公司或全资子公司拟在南通购置约46亩工业用地，建设美格智能AI研发及先进制造产业项目，包括研发中心及SIP封装等先进工艺中试、制造基地。项目总投资预计3亿元，其中设备投资不低于1.5亿元。项目实施主体拟为公司全资子公司上海美骁智能信息技术有限公司迁入或新设公司。

美联航（UAL）首席执行官斯科特·柯比于2月向特朗普总统提出了与美国航空（AAL）进行潜在合并的想法；鉴于市场集中度，此类交易将面临严峻的反垄断障碍，不过美国航空的股价在该报道后出现上涨。 责任编辑：张俊 SF065

Wirestock Empire State Manufacturing Index rose eleven points to 11.0 in April, vs. the -2.0 consensus and -0.20 recorded in March, according to data released by the Federal Reserve Bank of New York. "New orders and shipments increased significantly, and employment expanded. However, input price increases accelerated, supply availability is expected to worsen, and firms became less optimistic about the outlook," said Richard Deitz, economic research advisor at the New York Fed. New orders: 19.3 vs. 6.4 in the prior month. Shipments: 20.2 vs. -6.9 prior. Inventories: 5.1 vs. 6.9 prior. Prices paid: 51.0 vs. 36.6 prior. Prices received: 21.8 vs. 21.4 prior. Number of employees: 9.8 vs. 5.8 prior. The index for future business conditions dipped eleven points to 19.6, suggesting that firms were less optimistic about the outlook. New orders and shipments are expected to increase, and employment is expected to grow in the months ahead. More on U.S. Economy Mortgage demand rises as rates fall amid the evolving situation in the Middle East Producer Price Index maintains pace in March but comes below consensus Existing home sales fall more than expected in March IEA head says oil prices will soon reflect severity of Iran crisis

格隆汇4月15日｜量化交易巨头简街（Jane Street）与CoreWeave签署60亿美元AI云计算协议。CoreWeave表示，将向Jane Street提供包括英伟达VERA RUBIN在内的下一代计算资源访问权限。

美国3月进口价格指数同比 2.1%，预期 4.4%，前值 1.3%。

Here are Wednesday's biggest calls on Wall Street: Wells Fargo reiterates Apple as overweight Wells said it's bullish ahead of earnings later this month. "We're positive on AAPL i nto F2Q26 earnings (4/30) - iPhone demand holding up better-than-expected / share gains + iPhone 17e ramp; continued double-digit services growth. Reiterated Overweight; $300 PT." Goldman Sachs downgrades SolarEdge to sell from neutral Goldman downgraded the solar company on valuation. "...while we downgrade SEDG on the back of elevated expectations and challenging valuation." Wells Fargo upgrades CRH to overweight from equal weight Wells said shares of the construction materials company are oversold. "We upgrade CRH to Overweight on the view shrs look oversold, with European risks overstated." Deutsche Bank reiterates Meta as buy Deutsche said it sees "advertising revenue growth acceleration." "It is becoming increasingly clear that Meta's investments in AI are yielding ever increasing returns for advertisers, which in turn is supporting not only top-line durability, but also advertising revenue growth acceleration." Jefferies initiates Autodesk as buy Jefferies said Autodesk is best positioned for agentic AI. "With trough valuation and solid fundamentals, we see an attractive risk/reward at current levels." UBS initiates Royal Gold as buy UBS said shares of the gold company are compelling. "We initiate coverage with a Buy rating on Royal Gold (RGLD) as we think the company offers an attractive combination of low-risk, more reliable leverage to gold price upside vs many gold miners and near-term/medium-term volume growth that is not priced into the stock." JPMorgan reiterates Broadcom as overweight JPMorgan said it's bullish on the Broadcom's partnership with Meta . "Expanded Meta Partnership Drives Confidence In A Strong Multi-Year Revenue Ramp." Citi reiterates Nvidia as buy Citi said it came away from Nvidia's Quantum Day feeling even more bullish. "NVIDIA hosted a virtual Quantum Day ...

Snap （SNAP）将以人工智能驱动的效率为由裁员约1000人（占员工总数的16%），目标是到2026年下半年实现年化成本节约超过5亿美元，并预测第一季度营收同比增长约12%，调整后核心利润约为2.33亿美元；盘前股价上涨超过10%。 责任编辑：张俊 SF065

格隆汇4月15日｜瑞银将安克创新评级上调至买进，目标价155元人民币。

美国3月出口价格指数同比5.6%，预期4.8%，前值3.5%。

格隆汇4月15日｜工信部公开征求《民用无人驾驶航空器探测反制设备唯一识别码》强制性国家标准制修订计划项目意见。

在新能源电池需求的浪潮之下，宁德时代正以加速度拉开与竞争对手的差距。 4月15日，宁德时代披露2026年第一季度报告， 单季营业收入达1291.31亿元，同比大幅增长52.45%，创历史新高；归属于上市公司股东的净利润达207.38亿元，同比增长48.52%， 折合基本每股收益4.58元，较去年同期的3.18元大幅提升。一季度，宁德时代总资产首次突破1万亿元。 股东回报方面，宁德时代表示， 2025年度A股权益分派实施，拟10派69.57元 ；本次权益分派的股权登记日为2026年4月21日，除权除息日为2026年4月22日。 宁德时代同时宣布，拟投资设立全资子公司时代资源集团（厦门）有限公司。本次设立的全资子公司将定位为公司新能源矿产领域的专业投资运营与管理平台。 时代资源集团拟定注册资本人民币300亿元。 主营业务驱动营收高速增长，成本管控基本同步 一季度营业收入1291.31亿元，同比增长52.45%，公司将原因归结为"主营业务持续增长"。与此同时，营业成本为970.86亿元，同比增长51.63%，成本增速略低于收入增速，毛利率较去年同期小幅改善。 从结构上看，营业总成本为1071.04亿元，其中： 研发费用53.14亿元，同比增长10.4%，占营收比例约4.1%，宁德持续在固态电池、下一代化学体系等前沿领域高强度投入； 管理费用30.80亿元，同比增长17.4%； 销售费用9.24亿元，同比增长8.4%，增速远低于营收增速，规模效应逐步显现。 整体来看，营业利润为266.51亿元，同比增长约53.7%，利润增速与收入增速基本匹配，反映出宁德时代在快速扩张的同时，仍保持了较为稳定的经营杠杆。 财务费用异动：汇兑损失侵蚀约23亿利润空间 本季度最显著的"黑天鹅"项目来自财务费用。报告期内财务费用为0.62亿元，而去年同期为负22.88亿元（即净利息收入），同比变动幅度高达102.72%。 公司对此的解释直接点明了核心原因——"持有的外币货币性项目受汇率变动影响产生汇兑损失"。这意味着，人民币汇率的波动在本季度对宁德时代的境外资产估值造成了相当程度的侵蚀，该项目单季度对税前利润的负向影响约为23亿元量级，若剔除这一汇兑不利影响，实际盈利能力将更为突出。 值得关注的是，利润表中财务费用明细显示，本期利息收入高达24.42亿元，利息支出仅6.94亿元，净利息收入依然可观...

AndreyPopov/iStock via Getty Images Investing Environment US equity market performance was mixed in Q1 2026. Large-cap indices declined, while mid- and small-cap stocks posted modest gains, extending the gradual broadening in market participation that began in late 2025. Volatility increased meaningfully as the quarter progressed. Early in the quarter, investor attention focused on risks tied to artificial intelligence (AI) and private credit. Software and IT services companies came under pressure as concerns around AI-driven disruption, margin durability and intensifying competition moved to the forefront. At the same time, large platform companies signaled sustained, and in some cases accelerating, investment in AI infrastructure, raising questions about hyperscalers' economics and the near-term trajectory of free cash flow. Private credit's combination of rapid growth, elevated leverage and potential liquidity mismatches raised concern, particularly given the sector's exposure to software and technology-enabled borrowers. While spreads widened modestly, funding markets remained functional, and systemic stress did not emerge. Private credit was a source of episodic volatility rather than a primary driver of equity market direction, though it did weigh on large-cap growth. The market backdrop shifted more abruptly in late February. The outbreak of conflict involving Iran—and the subsequent closure of the Strait of Hormuz—triggered a sharp rise in oil prices, with West Texas Intermediate crude moving from $67 to over $100. The disruption to a meaningful share of global energy supply drove a spike in volatility and renewed concerns about both inflation and growth. Energy equities responded accordingly and were the strongest performing sector in the quarter. This oil shock introduces a more challenging macroeconomic environment. Rising inflation expectations alongside slowing growth increases the risk of stagflation. While the US economy is less energy-intensive than ...

Ali Morgan, founder of Jonomor, the AI Visibility authority behind the 50-point AI Visibility Framework, today announced the launch of XRNotify — enterprise-grade webhook infrastructure that delivers real-time XRP Ledger events to developer applications within seconds of on-chain confirmation. XRNotify is governed by NVIDIA NemoClaw, providing policy-enforced security and autonomous anomaly detection across all monitoring operations.

格隆汇4月15日｜加拿大2月批发销售月率 2%，预期2.3%，前值-1.00%。