格隆汇4月10日｜美国总统特朗普：Palantir Technologies已证明具备出色的作战能力和装备。问问我们的敌人就知道了！！

Amazon.com, Inc. (AMZN): Israel Englander Has a Long-Term Bet on This Stock Yahoo Finance

Amazon.com, Inc. (NASDAQ:AMZN) is featured on the Israel Englander Stock Portfolio: Top 10 Stock Picks. Amazon.com, Inc. (NASDAQ:AMZN) is another long-term bet of Israel Englander. His fund first disclosed a stake in the tech giant back in the fourth quarter of 2010. Back then, this holding comprised nearly 700,000 shares. The fund continued building on […]

China report raises concerns over enforcement

Image source: The Motley Fool. Thursday, December 18, 2025 at 8 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Alphabet Inc. (NASDAQ:GOOGL) is featured on the Israel Englander Stock Portfolio: Top 10 Stock Picks. Alphabet Inc. (NASDAQ:GOOGL) has consistently appeared in the 13F portfolio of Millennium Management since the third quarter of 2015. Back then, this stake comprised 7.2 million shares. Apart from the fourth quarter of 2020, this holding has remained below this […]

美国消费者信心在最近几周降至纪录低点，表明消费者愈加担心伊朗战争的通胀影响。 密歇根大学周五公布的数据显示，4月消费者信心指数初值从3月的53.3降至47.6。调查时间涵盖3月24日至4月7日。该数据低于彭博调查中除一项外的所有经济学家预期。 消费者预计未来一年物价将以4.8%的年率上涨，较3月大幅上升1个百分点，为美国总统唐纳德·特朗普一年前宣布全面关税以来的最大升幅。 他们还预计未来五到十年通胀率为3.4%，较前一个月略有上升。 汽油价格已超过每加仑4美元，创2022年以来最高水平，这可能促使消费者削减可自由支配支出。购买力受到侵蚀可能拖累经济增长，尤其是在就业前景有限且美国民众对高生活成本感到焦虑的背景下。 4月现况指标降至纪录低点50.1，而预期指标降至1980年以来最低水平。消费者对自身当前财务状况的评估降至2009年以来最差水平。 责任编辑：何云

Why is Taiwan Semiconductor Manufacturing stock surging today? Investing.com

Inside Creative House/iStock via Getty Images My Hold rating on Applied Digital ( APLD ) in December last year was based on a rerating driven by narratives largely done and the stock requiring execution proof ahead. The uncertainty at the time was whether demand could translate into sustainable and high-quality lease income. I was also keeping an eye on high-cost debt, preferred equities, and ongoing dilution - and how much of the projected NOI would translate to shareholder returns. The recent Q3 FY2026 results move the story closer to a Buy than where we were in December. I see clearer evidence of scaling in recurring lease revenue, not just one-time fit-out contributions. Financing conditions have also improved with lower borrowing costs and stronger counterparty setups. Overall execution visibility also looks better with defined timelines for capacity and revenue ramps. However, I still view Applied Digital as a Hold, because valuations already embed a lot of future upside, which is especially a constraint in current market conditions (not as willing to underwrite long-duration growth as in 2025). The EV to forward revenue is slightly higher than even levels seen in December 2023, signaling a potential rollover to slightly lower forward estimates. So, the ~8% drop in share prices since the time of my writing has not been due to any multiple compression at all. The story has indeed graduated from requiring proof of demand, but it now needs to prove the second layer that is important for a Buy - that is equity-level returns after accounting for leverage and capital intensity. Continued reliance on external financing, dilution risks, and timing uncertainties around new leases prevent a full upgrade - the setup is improving, but a next layer of confirmation is still required. Data by YCharts Material Changes Confirmed in Q3 One of the biggest positives for Applied Digital that came out from the Q3 earnings call is the shift in revenue quality, addressing one of the ...

Palantir Is Down 17% in Three Days: Inside the Selloff That Has the AI Platform King Reeling 24/7 Wall St.

Palantir Technologies (NASDAQ:PLTR) stock is extending a brutal four-day losing streak in early trading on Friday, falling another 5% to around $124 after closing Thursday at $130.49. What started as a single viral post has turned into a full-scale repricing event for one of the most widely followed AI names in the market. The three-day ... Palantir Is Down 17% in Three Days: Inside the Selloff That Has the AI Platform King Reeling

Palantir Is Down 17% in Three Days: Inside the Selloff That Has the AI Platform King Reeling Yahoo Finance

Vista Equity Partners ’ credit-investing arm is raising $250 million for a new fund that will buy the beaten-down debt of software companies, seeking to capitalize on recent selloffs tied to concerns over artificial intelligence. The Vista Tactical Credit Fund will target a mix of private and broadly syndicated loans, according to a person with knowledge of the situation. It will focus primarily on software and technology companies serving the finance, compliance and health-care end-markets, and in particular those with a strong moat against AI disruption, the person said. The new fund could potentially purchase the debt of Vista-backed companies under the right circumstances, the person added, asking not to be identified because the information is confidential. The fundraising comes amid a broad downturn in software-related assets as investors weigh the potential disruption from advancements in AI. The Morningstar LSTA US Software & Services Loan index slid 5% in the first quarter on a total return basis, its biggest drop since 2022. Vista Credit, which manages more than $10 billion, is targeting a first close at the end of June, the person added. A representative for the firm declined to comment. Read More: Thoma Bravo, Vista Seek to Calm Fears Over AI Software Threat Vista Equity is one of the world’s biggest software-focused buyout firms. In a LinkedIn post last month, Vista Chief Executive Officer Robert Smith said software-linked volatility in public markets “is being driven primarily by sentiment and uncertainty, not by fundamental performance.” The core features that make enterprise software mission-critical for businesses remain well intact, he said, while retention rates for Vista portfolio companies are holding strong.

Partnership targets next-generation cloud and AI computing systems.

行情显示，比特币涨至73037美元，过去24小时内涨3.3%；行情显示，以太坊涨至2249.96美元，过去24小时内涨3.85%。

法国 巴黎银行 表示，Copilot的升级和Azure的增长势头可能对 微软 有所帮助。 微软最近处境颇为尴尬。投资者仍然相信该公司在人工智能领域的长期地位，但他们也希望看到更清晰的证据，证明所有的投入和产品建设正开始取得回报。这就是法国巴黎银行最新观点引人注目的原因。该机构认为，有几个理由可能让微软开始赢回投资者的信心。 其中一个重要部分就是Copilot。微软因该产品未能展现出足够的吸引力而受到批评，尤其是在竞争对手纷纷加大力度进军办公AI领域之际。但法国巴黎银行表示，随着微软在今年陆续推出新的Copilot升级和功能，这种情况可能会开始改变。早期的反馈正在改善，这一点很重要，因为市场看法一直是该股面临的实际问题。 Azure是另一个重要部分。即使微软将其大部分新增产能用于内部人工智能项目，分析师仍然认为该公司在云业务方面可能超出预期。人工智能工作负载的需求持续上升，这最终也可能有助于提升定价。 更宏观的观点很简单：投资者一直关注可能出现的问题，但如果Copilot得到改善且Azure保持稳健，微软可能仍处于强势地位。这并不能消除压力，但确实使得故事比近期股价走势所暗示的更加平衡。 责任编辑：张俊 SF065

(RTTNews) - Shares of Founder Group Limited (FGL) are moving down about 6 percent during Friday morning trading after the company regained compliance with Nasdaq's minimum publicly held shares requirement.

Microsoft Corporation (MSFT): Israel Englander Trims Position Insider Monkey

警方以涉嫌盜竊罪拘捕一名男子，涉及昨日在尖沙咀盜去兩張總值約25萬遊戲卡。 警方稱，該名35歲男子下午在大埔被捕。 事發在周四下午，他懷疑在尖沙嘴加連威老道Pokemon卡牌專門店，盜去兩張分別值約12萬及13萬元的遊戲卡，之後逃去。警方經進一步調查及翻查大量閉路電視片後，展開拘捕行動。

Apple Inc. (AAPL): Israel Englander Trims Stake Yahoo Finance

Apple Inc. (NASDAQ:AAPL) is featured on the Israel Englander Stock Portfolio: Top 10 Stock Picks. Apple Inc. (NASDAQ:AAPL) has consistently appeared in the 13F portfolio of Millennium Management since the fourth quarter of 2010. Back then, this position comprised just under 4 million shares. By the third quarter of 2016, this holding had increased to […]

Boom or Bubble? Here's Where Micron Stock Could Be in 5 Years. AOL.com

The move comes days after two juries ordered Meta to pay a combined $381 million in separate youth-harm cases

政府推出應對油價高企緩解措施，商用車過政府隧道會有半價優惠，有的士司機不清楚是司機受惠，抑或乘客可以少付隧道費。 運輸及物流局表示，措施的受惠對象是商用車司機及營辦商，所以兩個月臨時減免期間，的士乘客須支付正價隧道費。措施正式推出前，會安排充足宣傳和解說，確保乘客與司機了解有關安排。

KanawatTH/iStock via Getty Images Nutanix ( NTNX ) shares plunged on Friday after JPMorgan downgraded the company to Neutral from Overweight, driven by expectations of a volatile macro environment in the second half of 2026 and through 2027, limiting the firm’s near-term growth. The brokerage expressed concerns over ongoing supply chain disruptions, customers re-prioritizing IT spending amid rising technology costs, and a potential pullback and digestion in overall IT spending following the pull-forward of IT budgets early in 2026. Shares of the firm declined nearly 6% to $34.75 during early trading hours. The brokerage also reduced its price target on the company to $44, representing a downside of 20% from its earlier target. “While the inexpensive valuation for NTNX shares at this time leaves open the opportunity for significant upward momentum in the shares from potential partnerships to position the company for enterprise AI investments, we believe the improvement in the fundamentals will take more time and are opting to step into a Neutral rating while waiting for the same,” analysts led by Samik Chatterjee wrote in the note. However, Nutanix’s core hyperconverged infrastructure (HCI) offerings continued to be a positive driver, the analysts noted, particularly with expanding OEM partnerships, along with potential growth from increasing attach rate of portfolio solutions. During its investor day earlier this week, the San Jose, California-based firm announced major OEM partnerships with NetApp, Lenovo, Dell and Cisco. It also launched a turnkey Agentic AI platform for customers that streamlines the deployment, management, and scaling of AI applications across on-premises, cloud and hybrid environments. Nutanix guided for mid-to-high-teens growth in both revenue and ARR by FY29, supported by its medium-term growth drivers. The company also expects operating margins to reach the mid-to-high 20% range, with free cash flow margins projected in the high 20% by FY29....

Broadcom Inc. (NASDAQ:AVGO) is featured on the Israel Englander Stock Portfolio: Top 10 Stock Picks. Broadcom Inc. (NASDAQ:AVGO) is a relatively recent addition to the 13F portfolio of Millennium Management, unlike other top stocks. The fund first disclosed a stake in the company back in the second quarter of 2018. This position comprised 4.4 million […]

Broadcom Inc. (AVGO): Israel Englander Is Loading Up on This Chip Stock Yahoo Finance

Broadcom Inc. (AVGO): Israel Englander Is Loading Up on This Chip Stock Yahoo Finance Singapore

Welcome back to another edition of FOIA Files. I thought it was a cruel April Fool’s joke when on April 1, the Department of Justice Office of Legal Counsel publicly released a bombshell 52-page opinion . It said that the Presidential Records Act is “unconstitutional” and that President Donald Trump “need not further comply with its dictates.” Just a few days earlier, I received another set of documents from the Federal Bureau of Investigation about the probe into Trump’s improper retention of presidential and classified records after he left the White House in 2021. Although the legal opinion doesn’t explicitly say the OLC opinion is linked to the fight over the Trump White House records, the timing indicates the two might be directly connected. The OLC opinion now threatens the preservation of history itself. If you’re not already getting FOIA Files in your inbox, sign up here . In December 1974, four months after Richard Nixon resigned from the presidency, Congress passed emergency legislation: the Presidential Recordings and Materials Preservation Act . It was swiftly signed into law by President Gerald Ford. The law was enacted to allow the federal government to seize Nixon’s presidential materials in response to concerns that he would destroy records and tape recordings in the wake of Watergate , which forced Nixon’s resignation. The Preservation Act was the precursor to the broader Presidential Records Act , or PRA. Signed into law in 1978, the PRA established that presidential records belong to the public and must be preserved and turned over to the National Archives and Records Administration. After a president (and vice president) leaves office, the records are to be eventually made available to the public through the FOIA. For nearly half a century, beginning with Ronald Reagan’s presidency, the Presidential Records Act has opened a window into the inner workings of the White House, allowing historians, journalists and the public to better understand how ...

Hanizam/iStock via Getty Images By David W. Berson, Ph.D. The March CPI jumped by 0.9 percent (equal to market expectations), bringing the 12-month trend rate up to 3.3 percent – the fastest pace since September 2023. This was largely an energy event, with energy prices up by 10.9 percent for the month (gasoline spurting by 21.3 percent and fuel oil by 30.7 percent). Fortunately, food prices were unchanged for the month, suggesting that there was not much linkage of higher energy prices into food costs (from, for example, rising fertilizer costs). The core CPI (removing the volatile food and energy components) rose by 0.2 percent, a bit less than market expectations. Even with modestly less core inflation than expected for the month, the trend rate rose from 2.5 percent (actually 2.47 percent, so almost 2.4) to 2.6 percent. The good news in the report is that it is difficult to see much, if any, spillover from the jump in energy costs into other prices – at least not yet. The longer energy prices remain elevated, however, the more likely it is that other prices will be boosted – pushing the core CPI (and the core PCE price index, which the Fed follows more closely) higher. Yesterday’s release of the February PCE inflation data showed that this broader measure of inflation remained stuck at around 3.0 percent. The Fed will almost certainly stay on the sidelines until the full impact of the surge in energy prices – and their spillover into broader inflation – is clearer. The longer energy price gains are outsized, the more likely it is that they will leak into other parts of the economy, pushing core inflation higher. How high and for how long would it take for the Fed to tighten monetary policy? Too soon to tell. And what happens if the reduction in consumer purchasing power from higher energy prices slows economic growth – a negative supply shock that could push the economy into recession (although that is still not the most likely course at this time)? Would the Fe...