Palantir-Connected Ondas Clinches Yet Another High-Growth Defense Pact 247wallst.com

北京时间4月6日晚，美股周一开盘涨跌不一。有报道称伊朗与美国寻求停火。油价小幅下跌，交易员正在权衡美伊战争可能很快结束的几率。 道指跌32.47点，跌幅为0.07%，报46472.20点；标普500指数涨4.97点，涨幅为0.08%，报6587.66点；纳指涨58.447点，涨幅为0.27%，报21937.629点。 上周五美国股市因耶稣受难日假期休市。 据美国数字新闻媒体Axios报道称，美国、伊朗以及一组地区调解人正在讨论一项可能为期45天的停火协议条款，该协议可能导致战争永久结束，不过在周二截止日期前达成部分协议的可能性很小。 需要明确的是，一位白宫官员也告诉Axios，45天停火只是目前正在讨论的“众多想法之一”。 还有其他媒体报道称，伊朗和美国已收到一项结束敌对行动的方案，如果达成一致，将立即实现停火并重新开放霍尔木兹海峡。一位匿名消息人士告诉媒体，该方案框架由巴基斯坦制定，可能于周一生效。 美国总统特朗普定于美国东部时间下午1点与军方举行新闻发布会。 奥本海默资产管理公司首席投资策略师约翰·斯托尔茨弗斯表示：“然而，随着与伊朗的冲突进入第六周，对需要多长时间才能有效解决冲突的持续担忧，可能仍将暂时成为市场参与者需要应对的负面压力。” 他补充道：“我们对今年市场和美国经济的前景保持乐观，‘韧性’是关键词，它为市场提供了足够的机遇来攀越所谓的‘忧虑之墙’。” 上周美股表现强劲。标普500指数一周累计上涨3.4%，终结了连续五周的下跌趋势，并创下该基准指数自11月底以来的最佳单周表现。道指和纳指也结束了各自的五周连跌。道指上周上涨3%，纳指则大涨4.4%。 分析师指出，这些涨幅来之不易，随着市场继续关注美伊战争的最新进展并判断冲突何时可能结束，主要股指上周经历了剧烈波动。 特朗普周日警告称，如果霍尔木兹海峡在周二之前不开放，美国将打击伊朗的发电厂和桥梁。特朗普在Truth Social上发帖称：“周二将是伊朗的发电厂日和桥梁日，合二为一。这将是无与伦比的！！！” 本周伊始，油价在波动交易中大幅震荡。美国西德克萨斯中质原油5月合约价格最后下跌约1%，至每桶110美元上方。国际基准布伦特原油价格下跌0.3%，至每桶108美元上方。原油隔夜交易中走高。 责任编辑：张俊 SF065

(RTTNews) - The live tutoring and intervention platform Nerdy Inc. (NRDY) Monday announced the appointment of Atul Bagga as Chief Financial Officer, effective April 6, 2026.

Last April, retail investors in the U.S. stepped in to grab the post-“liberation day” dip in stocks with both hands. This year, they’re taking a much more cautious approach as the war in Iran upends markets around the world.

格隆汇4月6日｜据市场消息，美国最高法院为驳回针对特朗普盟友史蒂夫·班农因藐视国会传票而提起的刑事案件铺平了道路。

格隆汇4月6日｜美伊收到关于停火协议的方案，最快或于6日生效。美股开盘，三大指数涨跌不一，道指跌0.1%，标普500指数涨0.09%，纳指涨0.2%。 存储概念股高开，希捷科技涨超6%，闪迪、西部数据涨超3%，美光科技涨超2%，据报三星电子将DRAM价格再提高30%。

Russian LNG producer Novatek sets up company to build vessels Reuters

道指跌0.1%，标普500指数涨0.1%。存储板块涨幅居前，希捷科技涨约6%，闪迪涨约4%，美光科技涨约2%，西部数据涨约3%。Soleno Therapeutics涨超32%，报道称，Neurocrine将以每股53美元的价格现金收购生物制药公司Soleno Therapeutics。

美股三大指数涨跌不一，标普500指数涨0.12%，道指跌0.06%，纳指涨0.28%。大型科技股方面，超威半导体涨2.07%，Meta涨1.05%。中概股方面，蔚来涨1.27%，理想汽车涨1.14%。

Andrii Chagovets/iStock via Getty Images At a time of AI boom and the consequently insatiable AI chip demand, numerous stocks have emerged as beneficiaries, including those in the infrastructure, software, REITs, utility, and even construction sectors. Teradyne, Inc. ( TER ) has been one such beneficiary, attributed to its unique automated test equipment offerings typically used in the semiconductor, automotive, mobile, robotics, and aerospace/defense end markets. TER Proves Its AI/Robotics Beneficiary Status TER 1Y Stock Price ( TradingView ) These reasons may also be why TER has enjoyed an outsized stock price rally of +424% between the April 2025 bottom and the 52 week highs, with a similar development also observed in its semiconductor/robotic testing peers in varying degrees. 1. AI Beneficiary Much of their tailwinds are attributed to the increased manufacturing of semiconductor chips arising from the insatiable compute and data center capacity demand. If anything, market analysts already project the global data center capacity to "nearly double from 103 GW to 200 GW by 2030, " with it naturally triggering tailwinds for numerous data center-related stocks, TER included. Semiconductor Testing (TER) Here is where TER has benefited, attributed to its duopoly at 80% of the global testing market share along with a competitor, Advantest Corporation ( ATEYY ) ( ADTTF ) as of 2023, across the end-to-end semiconductor testing systems (compute, networking, and memory). Given that 81.5% of TER's top lines ( +7 points YoY ) are tied to the semiconductor testing segment in FQ4'25, it goes without saying that the company has successfully capitalized on the "AI-related demand in compute, networking, and memory within our Semi Test business." This robust growth profile does not happen by accident as well, given that TER calls the world's largest foundry by market share, Taiwan Semiconductor Manufacturing Company Limited ( TSM ), a partner , one that has been in place since 201...

fatido/iStock via Getty Images The Macro Outlook Is Extremely Negative It's not looking good, my friends. Here is a short list of what I see as the major negative macro headwinds for the markets at present. President Trump is saying he is about to bomb Iran into the Stone Age if they don't open the Strait of Hormuz by Monday. Oil is spiking up due to the Strait being closed for a long period of time. Inflation is inevitably going to rise based on the fact gas prices are up and oil is used in every aspect of the economy. (Even though Powell says he is currently looking through it.) The most affected portion of the population by higher gas prices is the lower part of the K-shaped community. When these consumers pull back, that could bring on the recession everyone has been predicting for the past few years. The U.S. is flush with oil. Yet, the EU is already starting to hurt badly. Unfortunately, the U.S. is not immune to any negative economic contagion arising from Europe, I'm afraid. The war with Iran has caused a rift between the U.S. and NATO. This is something no one would have ever predicted. The unknown consequences from the potential split are definitely not good. The AI narrative seems to be hitting data center power bottlenecks. It appears the time it will take to build out the data centers ordered will be much longer than expected. This means the potential positives from the massive AI buildout may not arrive in time. The fact employment is seemingly doing well and inflation has remained sticky means the Fed is pretty much on hold for the indefinite future. Currently, there is a 95.5% chance the Fed will not cut rates at the next meeting. What's more, there is a slight chance now they may even raise rates. The war in Ukraine is still going strong with no end in sight. You get the picture; the world is on fire. Most would say it's time to hit the exits. Well, I beg to differ! Here is why! Successful investing is completely counterintuitive to human nature Ove...

According to the average brokerage recommendation (ABR), one should invest in Baidu Inc. (BIDU). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

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Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.

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Based on the average brokerage recommendation (ABR), Alibaba (BABA) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

There are three stories moving markets right now:

US Satellite Firm 'Indefinitely Withholds' Iran War Images Per Government Request Authored by Alan Mosley via AntiWar.com, Planet Labs says it will "indefinitely withhold" satellite visuals of Iran and the wider Middle East war zone after a request from the US government and the Trump administration. In an email to customers, the firm said it is shifting to a "managed distribution" model, releasing imagery only case-by-case for "urgent, mission-critical requirements," or when release is deemed "in the public interest." Planet also said it will withhold imagery dating back to March 9, and it expects the policy to remain in effect until the conflict ends . On March 6, Planet Labs announced a mandatory 96-hour delay on new imagery collected over the Gulf states, arguing that near-real-time pictures could be exploited to "endanger allied, NATO, and civilian personnel." That measure later expanded into a 14-day delay, described by Planet as an extension of the earlier hold. By March 30, Al Jazeera’s Digital Investigations unit was reporting that independent verification had become harder as commercial providers restricted satellite imagery. A satellite image shows Iran’s Law Enforcement Command (FARAJA) in Tehran, Iran, March 3, 2026, amid the US-Israeli conflict with Iran. 2026 Planet Labs PBC/Handout via REUTERS Satellite imagery matters because, unlike press briefings, it can corroborate damage, assess patterns of targeting, and check narratives that would otherwise be accepted on authority . Reporting by the Global Investigative Journalism Network describes how open-source teams used satellite imagery and videos to probe contested incidents during this war, quoting Bellingcat's head of research warning that a " two-week delay " slows verification and reduces the certainty investigators can reach while events are still developing. It also quotes the Defense Secretary saying, "Open source is not the place to determine what did or did not happen." Despite the insinuatio...

phakphum patjangkata/iStock via Getty Images Danaher Corp. ( DHR ) is an American healthcare company that manufactures and markets products used for advances in biotechnology, life sciences, and diagnostics. Founded in 1969, Danaher is now a $128 billion (by market cap) life sciences juggernaut that employs 59,000 people. About 40% of sales are derived from the US, with the remainder occurring outside the US. The company reports results across three segments: Diagnostics, 40% of FY 2025 revenue; Biotechnology, 30%; and Life Sciences, 30%. Under the stewardship of the billionaire Rales brothers (who still combine to own more than 10% of the company), Danaher has employed the serial acquirer model and the Danaher Business System (a kaizen-based business culture of continuous incremental improvement of processes designed to drive growth, innovation, and efficiency) to build one of the world’s largest healthcare companies and a masterclass in execution. This stock is up more than 80,000% since 1986 – and that’s before accounting for all of the various spinoffs that have also occurred during that period, as well as dividends received by shareholders – making this one of the best long-term investments to ever exist. Danaher owns a range of businesses across healthcare ecosystems, and these businesses often manufacture high-precision, high-value products used for activities (such as molecular biology) where exactness is required. Danaher’s scale, reputation, and expertise are invaluable on this front, making it a go-to firm for laboratories. There are very high barriers to entry here, as nobody is recreating a Danaher on their computer or in their garage. Plus, many of the products it manufactures use consumable components, leading to a high degree of recurring and visible revenue for Danaher. With the world growing larger, older, and wealthier, and with healthcare companies around the world outlaying plenty of capital on R&D as they race for treatments and cures, demand f...

Microsoft (NASDAQ: MSFT) is spending aggressively to control AI models, chips, and infrastructure, but that same strategy may also be creating a sovereign AI trap investors aren't fully pricing in. The upside could be huge if the market is missing what Microsoft is really building. Stock prices used were the market prices of March 28, 2026. The video was published on April 2, 2026. Continue reading

【行山失蹤兩天老翁獲救】 前日在麥理浩徑行山期間，失蹤的79歲內地男子，下午尋回。他初步清醒，送往屯門醫院檢查。 搜索行動來到第三日，下午五時左右傳來好消息，在大欖郊野公園關帝廟附近，尋回79歲的何成安。他獲救時清醒，救援人員將他移上直升機，送往屯門醫院檢查。 據了解，他與妻子都是內地人，來港探親，兩夫婦周六早上行山，期間事主一度坐在涼亭休息，妻子就繼續前行，之後兩人遇上黃雨並失散，妻子通知兒子及報警。 大欖郊野公園這裡，由上午到下午，天色都是灰濛濛，上午更落過幾陣雨，增加搜索難度。 這位有搜索經驗的僧人，周六上山時見過兩夫婦，而周日他在關帝廟附近發現一隻相信屬於失蹤男子的鞋，落山後隨即通知警方。 行山人士法戒指出︰「深藍色、白色邊。那條路因為連日大雨比較濕滑，但我見到那隻鞋非常乾淨，而且沒有泥漿、打橫擺放，所以我感到奇怪。」 消息指，相關資料令搜救人員可以收窄搜救範圍，最終找到事主。 有市民繼續到麥理浩徑第十段行山，強調會做足安全措施。 行山人士林女士稱︰「不要挑戰大自然，行混凝土路、應該走的路，不要行不知名的路。」 行山人士陳女士說︰「行山鞋必備，貼身雨衣、雨傘那些，與朋友一起必然安全些。」 他們相信今次只是個別事件，不影響行山的計劃。 【攀山專家籲當局加強行山安全宣傳】 今次在麥理浩徑行山時，一度失蹤的79歲男子是內地遊客。 政府近年積極推廣生態旅遊，有攀山專家認為，要同時加強宣傳安全措施，包括提醒遊客攜帶手機及後備電源。 內地社交平台上有不少帖文介紹大欖郊野公園，形容整體難度低，新手都可以簡單征服。這裡亦是旅發局推薦的香港十大初級登山路線之一，網站有交通、地理等資訊，但就沒提及行山安全事項。 近年越來越多內地客喜歡來香港行山，政府亦積極推廣生態旅遊，有攀山專家認為，香港行山徑普遍安全，但有不少遊客為求「打卡」，特意選擇危險路線，未有做足準備就起行，容易發生意外。 攀山專家鍾建民指出︰「要帶適合裝備，行的路線當天天氣、自己的體能、同伴是否適合行這條路線。行山盡量不要單靠一個電話，在香港要找到本地網絡，有後備手機電話、帶備後備電源、帶一些合法對講機，知道每個行程去哪。」 他認為當局可以加設更多指示牌，標明行山路線，並參考外國經驗，透過收費限制登山人數，避免景點太過擠迫。 警方前年起推出緊急救援系統「HKSOS」，可以在手機發出求救訊號，鎖定位置，至今有十多萬次下...

【美以襲伊朗｜據報美伊停火協議或快將生效】 伊朗戰事踏入第六個星期，路透社報道，美國同伊朗已經收到關於停火協議的草擬方案，最快可能在當地周一生效。 伊朗外交部表示正檢視草案，報道指伊朗不會為了臨時停火，而重開霍爾木茲海峽。伊朗伊斯蘭革命衛隊就稱，情報機構負責人在美國和以色列的襲擊中身亡。 伊朗國營電視台周日播出被擊落的美軍戰機殘骸片段，有伊朗保安部隊人員到場。 美國政治新聞網站Axios同日率先報道，美國、伊朗與相關地區調解方，正討論一項為期45天的潛在停火協議，分兩階段進行，目的是推動永久停火。 路透社之後報道，美國和伊朗已收到由巴基斯坦草擬的結束衝突方案，草案提出先實現立即停火，重新開放霍爾木茲海峽，隨後在15至20天內達成最終協議。最終協議或將包括伊朗承諾不尋求核武器，以換取撤銷制裁，以及解凍被凍結資產。 報道指巴基斯坦陸軍總參謀長穆尼爾，一整晚與美國副總統萬斯、總統特使威特科夫，及伊朗外長阿拉格齊聯繫。 但報道引述伊朗高層官員指，伊朗不會同意以重開霍爾木茲海峽，來換取臨時停火，又認為美方並沒有為永久停火做好準備。而伊朗檢視草案時，亦不會接受設定任何最後期限。 特朗普早前繼續向伊朗施壓，周日在社交平台發文，只寫著周二晚上8時、東岸時間，即本港時間周三上午8時。另一條帖文就暗示，周二要猛烈轟炸伊朗的發電廠及大橋，威脅伊朗不開放霍爾木茲海峽，將「活在地獄中」。 他早前已將摧毀伊朗能源設施的行動，推遲10天，原定本港時間周二上午8時屆滿。外界將特朗普最新帖文，解讀為再次推遲最後期限。 伊朗最高領袖辦公室發布最高領袖穆傑塔巴講話內容，強調伊朗人民希望繼續進行有效，並且令對方蒙羞的抵禦行為，重申必須繼續封鎖霍爾木茲海峽。 伊朗最高領袖外事顧問更警告美國，若「再犯愚蠢錯誤」，伊朗主導的對抗陣營，將封鎖曼德海峽作為反制。 處於也門胡塞武裝控制下的曼德海峽連接紅海與亞丁灣，若其與霍爾木茲海峽同時被封鎖，意味著全球兩條最重要的貿易，與能源戰略水道將同時被切斷。 【南韓現垃圾袋搶購潮】 中東局勢持續緊張，石油輸出國組織及盟友，宣布下月增產。而南韓出現垃圾袋搶購潮，日本面臨氦氣短缺，擔心影響醫療和半導體行業。 石油輸出國組織及盟友OPEC+周日舉行線上會議，討論國際石油市場形勢，並在會後聲明中表示，8個主要產油國決定，下個月日均增產原油20.6萬桶，亦是8國連續兩個月宣布增產。不過...