Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks are rallying for the second straight session on optimism around an off-ramp to the war in the Middle East. President Donald Trump posted on Truth Social early Wednesday that Iran's "New Regime President" asked for a ceasefire, but the U.S. is pushing for a complete reopening of the Strait of Hormuz, the vital oil waterway. But at the same time, the Financial Times reported on Wednesday that Amazon's cloud computing operation in Bahrain was damaged by an Iranian strike. That comes on the heels of Iran's Revolutionary Guard threatening to attack U.S. tech companies with Middle East operations. We should get a better sense of the war's timeline Wednesday night, as Trump is scheduled to address the nation at 9 p.m. ET. The wait is over, and a new chapter in the GLP-1 boom is here. Eli Lilly announced that the Food and Drug Administration has approved its once-daily GLP-1 pill for obesity. The drug, which carries the active ingredient orforglipron, will be marketed under the name Foundayo. Lilly said Foundayo will be made available through its online LillyDirect program, with prescriptions accepted immediately and shipping starting April 6. Broader availability in the U.S. through retail pharmacies and telehealth providers will follow shortly thereafter. In an anticipation of FDA approval, Lilly built up a stockpile of Foundayo to ensure it has plenty of supply to meet what's expected to be strong demand. After injectable GLP-1s soared in popularity in recent years, the introduction of oral versions is seen as a way to expand the market to needle-adverse patients. They could also play an important role as a maintenance therapies for people who started on weekly injectables. Lilly had guided for a second-quarter launch, and we are pleased to see this happen within the first week of the quarter, r...

In this article WMT Follow your favorite stocks CREATE FREE ACCOUNT A Sam's Club sign hangs on the wall of a store on July 07, 2025 in Miami, Florida. Joe Raedle | Getty Images Walmart -owned Sam's Club said Wednesday it will raise its annual membership fee by $10. Starting on May 1, the warehouse club — which directly competes with Costco and BJ's Wholesale Club — will charge $60 per year for basic membership and $120 for its higher-tier option. It currently charges $50 for club members and $110 for Plus members and last raised annual fees in October 2022. In a statement, Sam's Club said it has "adjusted our membership pricing to support the things our members love," citing perks including its assortment, expanded hours and better curbside pickup and delivery options. Still, those new fees will be below those of rival Costco, which charges $65 per year for its basic membership and $130 per year for its higher-tier option. Costco hiked its own fees in 2024. The fees bring Sam's Club in line with BJ's, which charges $60 per year for its basic membership and $120 per year for its higher-tier membership. Sam's Club is hiking membership fees as its annual sales and membership grow. Net sales for Sam's Club in the U.S. grew by about 3.1% to $93 billion last fiscal year. That growth has come in part from an expanding digital business: In the holiday quarter, the warehouse club's e-commerce sales increased by 23% year over year. Store and website visits increased, too, with transactions rising 5.3% year over year in the same quarter. Higher gas prices, driven by the Iran war, have drawn more attention to one of warehouse club's key perks: cheaper prices at the pump. Gas prices hit a nationwide average of $4.018 this week, according to travel association AAA. That's the highest price since August 2022, when Russia's war against Ukraine drove up energy prices. Sam's Club does not disclose its membership count, but said that it hit a record high in the three-month quarter tha...

Oil fell in a volatile session, with traders focused on whether US President Donald Trump will soon declare an end to the war in Iran. West Texas Intermediate futures crude slid below $100 a barrel, at one point slumping more than 4.8%, before recovering some of that loss to trade near $99. Tom Kloza, Chief Energy Advisor for Gulf Oil joins Balance of Power to discuss how this conflict will effect oil prices. (Source: Bloomberg)

Colombia’s finance chief’s decision to abandon the latest central bank meeting in protest of an interest rate hike approved by the board is raising questions about policymakers’ legal ability to conduct monetary policy, putting their next gathering in less than a month at risk. German Avila walked out of Tuesday’s central bank meeting after four of the board’s seven members backed a 100-basis-point rate increase that President Gustavo Petro has described as “suicidal.” The episode has escalated into the worst institutional crisis of the leftist leader’s administration, with Avila telling reporters, without elaborating, that the government would not “validate” the decision and that he would not return to the board — where he is a voting member — unless certain conditions are met. His absence could paralyze the bank’s ability to act at its April 30 meeting. “The minister’s absence could effectively block BanRep’s ability to make monetary policy decisions, even in emergency scenarios, at a time of elevated external uncertainty and significant macroeconomic vulnerabilities,” said Andres Pardo , head of Latin America strategy for XP Investments. “This could erode BanRep’s credibility and further complicate the convergence of inflation toward its target range.” The central bank and the finance ministry didn’t respond to requests for comment. Despite the uncertainty, economists at JPMorgan and UBS still expect the board to raise rates by 50 basis points in April and 25 basis points in June, bringing borrowing costs to 12% by midyear. Colombia is a rare case in which the government holds a seat on the monetary policy committee, with the finance minister chairing the board. Central bank rules require at least five members to be present to make decisions, including the finance minister, who presides over meetings. While he has not formally resigned, Avila has pointed to a “significant distance” from the rest of the board, suggesting he will only return once the bank broadens ...

Called Foundayo, the tablet becomes the second one to receive FDA’s green light after Novo Nordisk’s Wegovy The US Food and Drug Administration (FDA) gave the green light on Wednesday to a new oral weight-loss medication developed by the Indianapolis-based pharmaceutical company Eli Lilly. Known as orforglipron or brand name Foundayo, the once-daily tablet becomes the second GLP-1 drug in pill form to hit the market in a short span of time, arriving after Novo Nordisk’s Wegovy pill received approval in December. Continue reading...

Amazon.com, Inc. (AMZN): Billionaire Ray Dalio Is Loading Up On This Tech Powerhouse Yahoo Finance

Amazon.com, Inc. (NASDAQ:AMZN) is one of the 15 Best Stocks to Buy According to Billionaire Ray Dalio. Amazon.com, Inc. (NASDAQ:AMZN) has not been a consistent feature in the 13F portfolio of Bridgewater Associates, unlike other tech giants. Although the fund owned minor positions in the stock since 2014, it has not held onto them for […]

北京时间4月2日凌晨，美股周三尾盘涨幅收窄，纳指上涨近1%。美国总统特朗普称伊朗总统已向美国请求停火，但遭到伊朗当局的驳斥。随着市场越来越期待美以对伊战争即将结束，油价在4月首个交易日下跌。 道指涨245.11点，涨幅为0.53%，报46586.62点；纳指涨207.55点，涨幅为0.96%，报21798.18点；标普500指数涨42.13点，涨幅为0.65%，报6570.65点。 美国原油期货收于每桶100.12美元，下跌1.26美元，跌幅1.24%。 美国总统特朗普周三上午在Truth Social上发帖称，伊朗“新政权总统”已向美国提出停火请求。 不过众所周知的是，伊朗近期的确更换了最高领袖，但并未产生新总统，也没有成立新政权，所以媒体和投资者并不清楚特朗普所说的伊朗“新政权总统”是否真的存在。 但特朗普又补充说，美国将在霍尔木兹海峡“开放、自由、畅通”后再考虑这一提议，他写道：“在那之前，我们将把伊朗炸得片甲不留（we are blasting Iran into oblivion），或者像他们所说的那样，炸回石器时代！！！” 作为回应，伊朗外交部发言人称，有关德黑兰方面寻求停火的特朗普相关言论虚假且毫无依据。 此前，特朗普总统周二晚些时候在白宫对记者表示，他预计美国军队将在“两到三周内”离开伊朗。 特朗普发言后，油价有所回落。西德克萨斯中质原油期货下跌1%，至每桶100美元上方，布伦特原油期货下跌1%，至每桶102美元上方。 对战争可能结束的乐观情绪推动股市在3月最后一个交易日周二大幅上涨。 此前有未经证实的报道称，伊朗总统马苏德-佩泽希齐扬愿意在有保障的情况下结束战争。他本月早些时候也曾发表类似言论，在X平台上发帖称，“结束这场战争的唯一途径……是承认伊朗的合法权利、支付赔款以及获得防止未来侵略的坚定国际保障”。 但并非所有投资者都相信这轮涨势能够持续。 大都会资本顾问公司联合创始人兼首席执行官凯伦-芬纳曼指出，油价仍处于高位，或许暗示不确定性依然存在。5月交割的布伦特原油期货周二收于每桶118.35美元，上涨约5%，创下自2022年6月16日以来的最高收盘价。 她表示：“我倾向于认为油价反映了真实情况。我认为这里发生的很多事情——肯定是超跌反弹了——但我认为很大程度上是粉饰门面。我们正处在一个非常艰难的季度末，这会有一些帮助，但我不确定这种势头能否持续...

The US president hinted at leaving the military alliance as he wages war on Iran with little support from allies After years of attacking its efficacy and assailing its members as spendthrift freeloaders, Donald Trump now appears on the very threshold of doing the once unthinkable: withdrawing the US from Nato. Such a move would signal a political earthquake for the western security architecture established in the aftermath of the second world war and which endured cold war confrontation with the Soviet Union before expanding after the demise of eastern European communism in 1989. Continue reading...

Stellantis in talks to build Chinese EVs at Canadian plant, Bloomberg News reports Reuters

Microsoft Corporation (MSFT): Billionaire Ray Dalio Trims Holding Yahoo Finance UK

Microsoft Corporation (NASDAQ:MSFT) is one of the 15 Best Stocks to Buy According to Billionaire Ray Dalio. Microsoft Corporation (NASDAQ:MSFT) has been a long-term holding for Bridgewater Associates for many years. A historical look at the 13F portfolio of the fund shows that the first position in the company was opened in the last quarter […]

Microsoft Corporation (MSFT): Billionaire Ray Dalio Trims Holding Yahoo Finance

格隆汇4月2日｜美国国防部：批准向新加坡出售“制导多弹头发射系统”——替代弹头及相关设备，预计交易金额为8314万美元。

Alphabet Inc. (NASDAQ:GOOGL) is one of the 15 Best Stocks to Buy According to Billionaire Ray Dalio. Alphabet Inc. (NASDAQ:GOOGL) has been a staple in the 13F portfolio of Bridgewater Associates since the middle of 2015. This holding stayed largely undisturbed for many years. Since 2022, however, the growth-focused fund has built up an impressive […]

AMD Instinct MI355X GPUs Surpass 1M Tokens/Sec in MLPerf 6.0 TechPowerUp

The colocated data center and power plant campus would start with 2.5 gigawatts of power and the potential to double that size.

South_agency/E+ via Getty Images Investment summary My previous investment thought on Sportradar Group AG ( SRAD ) was a buy rating because I was confident in the growth ahead as the drivers were visible. I also believed SRAD had strong pricing power. As for this update, I am staying bullish on SRAD because it now has more ways to monetize, and its moat has gotten stronger. IMG strengthens the platform, AI adds product and margin upside, and Playradar opens another growth driver. IMG Relative to my initiation coverage, I think the biggest development in the thesis is IMG . As a quick recap, my view on SRAD’s moat is that it sits in the middle of the ecosystem, has deep integrations, and benefits from operators not wanting to manage a disparate set of vendors (for data, odds, streaming, and trading tools). The IMG acquisition makes SRAD’s moat a lot stronger. For context, the acquired portfolio includes relationships with >70 rights holders, ~38,000 official data events, and ~29,000 streaming events across 14 global sports on six continents. That is a massive boost to what SRAD already has. Post the deal, SRAD’s sports coverage will increase to >1 million matches annually, and the benefits are obvious. Now, SRAD has more data to sell, more streaming to distribute, and more inventory to work with. But I think an important point is how management integrates IMG into the existing product set. Specifically, they said IMG content is being integrated into products such as Foresight, micro markets, player props, and the Virtual Live Match Tracker. Which means IMG is not operated as a standalone side product; it is being well integrated so that clients will not face the friction of “adopting another product" and at the same time reap the benefits of this IMG acquisition, which ultimately gives SRAD justification to step up monetization. The rate at which IMG is being “monetized” is also very positive. Management said the majority of clients, including all Tier 1 partners, ha...

Indian refiners are emerging as the largest buyers of Venezuelan crude oil, filling the void left by former top importer China as it cuts purchases following the US’ move to control the Latin American nation’s oil sales. Shipments to India soared by more than fourfold in March, surpassing those to the US, according to shipping reports compiled by Bloomberg and data from maritime intelligence firm Kpler Ltd. Countrywide exports now stand at 890,000 barrels a day, the highest since December 2019, the data shows. Fueled by a tide of imported diluents — key additives used to thin heavy, tar-like crude so it can flow through pipelines — Venezuelan production continues to ramp up, in turn boosting flows. March imports rose to nine cargoes, compared with seven in February. Diluents were imported by commodity traders Vitol Group and Trafigura Group, which were entrusted by the Trump administration to help sell the country’s oil, and Chevron Corp ., which holds a license to produce and sell the nation’s crude. Indian refiners, including Reliance Industries Ltd. , Hindustan Petroleum Corp. and Indian Oil Corp. have purchased a combined 343,000 barrels a day for loading in March. Indian companies may continue to tap Venezuela’s oil supplies to weather disruptions triggered by the conflict in the Middle East. Click for document with detailed export data. (Thousand barrels per day) China 0 0 0 0 196 US -15 312 327 278 124 All destinations 87 890 803 383 521 The traders have continued to move Venezuelan oil to storage tanks in the Caribbean. Close to 18 million barrels of crude oil were transported to the Bahamas, Curaçao and St. Lucia this year. Volumes have started to trickle out, with PBF Energy lifting a cargo from the Bahamas. In March, the vessel SFL Tiger loaded oil in Curaçao and signals Italy as its final destination.

This week’s sharp rebound in U.S. stocks is offering some welcome respite from the relentless selling that has rocked global markets over the past month.

QCOM Nov 2026 165.000 call (QCOM261120C00165000) Stock Price, News, Quote & History Yahoo! Finance Canada

photovs/iStock via Getty Images Bank of Japan Kept rate at 0.75% in March meeting While the market focuses on the day-to-day development with the Iran war, I want to draw your attention to another development on the global financial market. This development involves interest rates – and also macroeconomic developments – in Japan. This article will explore the implications of the latest rate decision announced by the Bank of Japan (BOJ) in March. Given how deeply interconnected the global financial system has become, I will A) argue why this development could be of more profound and lasting importance to the US equity market than the war with Iran, and B) identify some actionable investment ideas based on A. For readers not following the BOJ decisions, the following news release should provide the background needed for the rest of this article: TradingView news (March 19): The Bank of Japan left its key short-term rate unchanged at 0.75% at its March 2026 meeting, keeping borrowing costs at their highest since September 1995... Thursday's decision was widely expected and passed by an 8 –1 vote, with Hajime Takata dissenting in favor of a hike to 1%. Policymakers held views that Japan ’s economy is recovering moderately but warned that escalating Middle East tensions cloud the outlook. The board signaled it will continue raising rates and adjusting monetary support if growth and inflation unfold as projected, noting real rates remain significantly low. Japan Fed rates The likelihood of even higher rates To provide a better context to the above news, the chart below illustrates Japan’s 1-Year Government Bond (JGB) interest rate (I:J1YGBIR) since the 1970s. As seen, the 1-year rates have pushed above 1% (now hovering around 1.1%) for the first time since the middle of the 1990s. Also note that the JGB rates even dipped below zero for extended periods of time in the past (e.g., during 2016 to 2023). Such rates fueled the so-called yen carry trade to be detailed later. Se...

Memory prices are softening after Google figured out a way to make memory usage more efficient. Is this the death knell for MU stock, or will it end up being a long-term winner?

The Schwab U.S. Dividend Equity ETF is increasing its allocation to consumer staples stocks.

Key PointsThe Schwab U.S. Dividend Equity ETF recently completed its annual reconstitution.

NVIDIA Corporation (NVDA): Billionaire Ray Dalio Discloses Major Buying Activity Yahoo Finance

NVIDIA Corporation (NASDAQ:NVDA) is one of the 15 Best Stocks to Buy According to Billionaire Ray Dalio. NVIDIA Corporation (NASDAQ:NVDA) is one of the most enduring positions in the 13F portfolio of Bridgewater Associates over the past decade and a half. Since 2011, the fund has owned a stake in the AI infrastructure company. In […]

⚽️ Updates from this 8pm BST KO at Stamford Bridge ⚽️ Bayern Munich v Man Utd latest | Email Will Charles Antaki emails: “Arsenal fans will be a bit perturbed to hear that Leah Williamson is still not recovered enough to take part. She had a cameo 10 minutes a while back, but seems to have regressed. Catley thankfully is back from International duty, and makes a serviceable pair alongside Wubben-Moy, but it’s looking a bit light otherwise; and neither of them have quite the authority (of the passing range) of Williamson. Expect some wobbles at the back, and Caldentey having to come deep to pick up the ball. Could be fine; should be fine.” Erin Cuthbert: “I mean as a player you just want the next game to come. I just wanted the next game and the second leg to be the next day. Of course we were disappointed. A few decisions went against us, didn’t play our best in the second half. The goal by LJ, we’ve stayed alive in the tie.Still got a big deficit to overturn. But you know, if there’s a dressing room that can do it, it’s the one in there. This is only half-time.” Continue reading...