新质赛道乘风起,资本赋能启新程。2026首届新质生产力并购论坛平行路演,正式面向一级市场开放项目征集。 站在产业整合与并购重组的黄金窗口期,我们助力硬科技、专精特新企业与资本市场高效握手、快速链接。 本次路演紧紧围绕新质生产力核心方向,重点覆盖集成电路、人工智能、商业航天、生物医药、新材料、新能源、高端装备制造等赛道,优先征集在关键核心技术攻关、算力基建、AI for Science等前沿领域具备...
Still proud, still American, still gold. | Image: Trump Mobile Trump Mobile has overhauled its website , introducing a new logo, new design language, and a new version of the T1 Phone. The redesigned phone is the same one that two company executives showed me over a video call two months ago, seemingly now confirmed to be the final design - but there's still no word on when it will arrive. The pho...
Still proud, still American, still gold. | Image: Trump Mobile Trump Mobile has overhauled its website , introducing a new logo, new design language, and a new version of the T1 Phone. The redesigned phone is the same one that two company executives showed me over a video call two months ago, seemingly now confirmed to be the final design - but there's still no word on when it will arrive. The phone is still gold, of course, with an American flag design on the rear, alongside a "Trump Mobile" wordmark. I was shown a similar design but with an enormous "T1" logo across the whole of the rear, but I was told that would be removed, and it's nowhere to be seen on the current design. There's a triple rear cam … Read the full story at The Verge.
primeimages/E+ via Getty Images Beware of noise, hurry and crowds In his book Celebration of Discipline , American theologian Richard Foster warned that noise, hurry and crowds were the most significant obstacles to a vibrant spiritual life. The same could be said of successful value investing. When it comes to investing, ignoring the noise, exhibiting patience and being indifferent to the prevail...
primeimages/E+ via Getty Images Beware of noise, hurry and crowds In his book Celebration of Discipline , American theologian Richard Foster warned that noise, hurry and crowds were the most significant obstacles to a vibrant spiritual life. The same could be said of successful value investing. When it comes to investing, ignoring the noise, exhibiting patience and being indifferent to the prevailing sentiment of the crowds sounds like the right thing to do. Most people would not argue with these principles, yet behavior suggests otherwise. If there ever were a quarter of noise, this may have been it. The first 90 days of 2026 experienced near-record stock dispersion—that is, an unusually wide spread between the best- and worst-performing stocks—based on whatever company or industry the market happened to view that day as an AI winner or loser. For instance, the difference between the highest- and lowest-return stocks in the MSCI World ex-USA Index has been well above average, with a gap in performance of over 80 percentage points in the quarter, as investors debated the impact of AI. Then, in the last month of the quarter, bombs started falling in Iran and oil ran up well past $100 per barrel. As I write today, trying to make a deadline for publication with something timely and relevant, the White House announced progress toward a de-escalation. Noise galore. Source: FactSet. Monthly data from 12/31/2015 through 3/31/2026. Returns represent the average performance of top and bottom decile stocks within the MSCI World ex USA Index; spreads are calculated as top decile minus bottom decile. Charts are for informational purposes only and do not depict the performance of any Harris | Oakmark strategy or product. We aren't technology neophytes; we believe AI is for real and is changing the way many of us work, and there will be winners and losers. However, we do believe the market has been too eager to declare victory and defeat. Where there is a real threat of change, w...