Oracle (NYSE:ORCL) is reporting its strongest revenue growth in over 15 years, supported by surging demand for AI infrastructure. This rapid growth coincides with deeply negative free cash flow and rising debt, as the company continues to pay a sizable dividend. The tension between heavy AI investment, expanding contracted backlog and ongoing dividend commitments is raising new questions about the sustainability of Oracle's capital return policy. Oracle enters this phase of AI driven growth...

French heptathlete Auriana Lazraq-Khlass is provisionally suspended for anti-doping whereabouts failures, says the Athletics Integrity Unit.

新华社华盛顿3月30日电 美国总统特朗普30日称，美国正与一个“更理性的新政权”进行严肃讨论，若达不成协议，将“彻底摧毁伊朗所有发电厂、油井及哈尔克岛”。 本文来源： 新华社 美国总统特朗普今天（3月30日）在社交平台发帖称，“美国正在与一个全新的、更为理性的（伊朗）政权就结束我们在伊朗的军事行动进行严肃磋商。虽已取得重大进展，但如果短期内未能达成协议，尽管协议很可能会达成，且如果霍尔木兹海峡未立即恢复通航，我们将通过炸毁并彻底抹平伊朗所有的发电站、油井及哈尔克岛，可能还包括所有海水淡化厂，来结束我们在伊朗的这次‘愉快驻留’——这些目标我们迄今有意未曾触碰。” 本文来源：CCTV国际时讯 伊朗官员称若发电设施遭袭 伊方将给整个地区断电 当地时间3月30日，伊朗国家发展基金执行委员会主席加赞法里表示，伊朗发电厂分布分散且数量较多，降低了全国彻底停电的可能性。 加赞法里表示，如果伊朗的发电设施遭到打击，伊方将使整个地区陷入停电状态，并称伊朗武装力量具备这样的能力。 加赞法里还表示，支持美国和以色列行动的国家“迟早需要为此付出代价”，可能体现在其本土遭受破坏或在未来承担对伊朗损失的赔偿。 加赞法里称，一旦冲突波及能源设施，主要受损方可能是那些向美国提供军事基地的国家。在此情况下，这些国家可能最终推动停火。 本文来源： 央视新闻 美被曝正讨论派军进入伊朗提取约450公斤高浓缩铀 美政府内部正就一项高度敏感且风险极高的军事方案展开讨论。 据多位美国官员透露，该方案计划由美军直接进入伊朗境内，提取约1000磅（约450公斤）的高浓缩铀材料，行动的复杂程度极高，一旦实施，可能需要美军在伊朗境内停留数天甚至更长时间。据称，美国总统特朗普尚未就是否下达行动命令作出最终决定。 白宫新闻秘书莱维特29日曾在声明中强调：“五角大楼的职责是做好准备，以便为总统提供最大的选择空间。”五角大楼及美国中央司令部拒绝就相关行动发表评论。 本文来源： 央视新闻 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

贝斯特公告，2025年营业收入15.04亿元，同比增长10.82%。净利润2.78亿元，同比下降3.72%。公司董事会审议通过的利润分配预案为：以5.02亿股为基数，向全体股东每10股派发现金红利1.4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。

招商南油公告，2025年营业收入58.2亿元，同比下降10.13%。净利润13.11亿元，同比下降31.73%。拟每10股派发现金红利0.27元（含税）。现金分红占归属上市公司股东净利润的9.64%。2025年回购股份金额4亿元，现金分红加股份回购金额占归属上市公司股东净利润的40.14%。

Monks, the unitary operating brand of S4 Capital plc, has appointed Alex Oberberg as Chief Revenue Officer (CRO) for EMEA. Effective immediately, Oberberg will lead the region's commercial strategy, focusing on scaling Monks' high-velocity, AI-driven systems for global enterprise clients.

halbergman/E+ via Getty Images Fermi ( FRMI ) stock plunged after the data center REIT reported a GAAP net loss of $486.4M, or $1.13 per share, for the period of January 10, 2025, (inception) to December 31, 2025. Shares were 10.84% lower to $5.51 before the U.S. market open on Monday. The company, co-founded by former U.S. Energy Secretary Rick Perry, started trading at $25 per share on the Nasdaq in its market debut on October 1, 2025. At the end of the fourth quarter, the company had $408.5M of cash and cash equivalents. "Our first year proved that building America's AI energy backbone demands more than capital - it demands relentless execution, a workforce willing to operate at startup pace on an industrial scale, and partners across government, manufacturing, and construction who share our sense of urgency," said Fermi Founder and CEO Toby Neugebauer in a shareholders letter. "We understand the question at the top of every shareholder's mind: when will Fermi announce its first definitive tenant lease? Our answer has remained deliberate and consistent - we will move forward only when the terms, the partner, and the capital structure meet the disciplined capital and risk standards we require for long-term value creation," said the letter. "Our focus is not on whether we will secure a tenant, but on securing the right one," noted the CEO in the letter. More on Fermi Inc. Fermi: Pre-Revenue REIT Needs More Capital Mid-Cap real estate stocks ranked by quant ratings after earnings season Seeking Alpha’s Quant Rating on Fermi Inc. Historical earnings data for Fermi Inc. Financial information for Fermi Inc.

AI算力浪潮席卷全球，作为高速光模块赛道绝对龙头，中际旭创交出了一份堪称炸裂的2025年度答卷。 周一公布的财报显示，中际旭创全年营收突破382.4亿元，同比大增60.25%；归母净利润107.97亿元，同比增幅达108.78%，扣非净利润同样增长超111%，业绩增速与盈利质量双双领跑行业。 收入结构上，公司依旧“高度聚焦、全球交付”：光通信收发模块贡献收入占比97.95%，境外收入占比90.58%，直销占比98.69%。 同时，公司推出每10股派10元的高比例现金分红方案，合计派现超11亿元，以真金白银回馈股东。 全年收入60%增长、利润翻倍，四季度继续“抬升斜率” 从季度节奏看，增长并非“前高后低”，而是逐季走强： Q1/Q2/Q3/Q4营收分别为66.74/81.15/102.16/132.35亿元 Q1/Q2/Q3/Q4归母净利润分别为15.83/24.12/31.37/36.65亿元 在AI相关需求持续上行、产品结构向高速迭代的背景下，四季度收入与利润都创下全年单季高点，体现出交付能力与客户拉货节奏的匹配。 全年来看，公司财务数据全面向好，核心财务指标均创历史最佳。 盈利端，归母净利润107.97 亿元、扣非净利润107.10 亿元，双双突破百亿大关，增速远超营收，体现出规模效应与产品结构优化带来的盈利弹性。基本每股收益9.80 元，同比增长107.63%，股东回报能力大幅提升。 光模块独挑大梁，高端化驱动盈利跃升 中际旭创的业绩增长，完全由光通信收发模块这一核心主业驱动。 2025年，该业务实现收入374.57 亿元，同比增长63.67%，占总营收比重高达97.95%，主业集中度持续提升。产品结构持续向高端迭代，800G、1.6T 等高毛利高速光模块出货占比不断提高，直接推动毛利率同比提升7.96 个百分点至42.61%，盈利能力实现质的飞跃。 销量与产能同步放量。全年光模块销量2109 万只，同比增长44.55%；产量2376 万只，同比增长54.69%，产能利用率维持高位。 其中，境外收入346.37 亿元，占比90.58%，同比增长67.20%，深度绑定北美头部云厂商与 AI 巨头，海外市场优势持续扩大。公司已形成覆盖100G—1.6T全系列高速光模块的产品矩阵，是全球少数能批量交付 1.6T 高端产品的厂商，技术与产品壁垒深厚。 值得注意的是，公...

格隆汇3月30日｜据SMM，3月29日，阿联酋EGA铝厂遭伊朗导弹与无人机袭击，设施严重损毁，已启动受损评估，将出现大面积减产，其涉及总产能约153万吨。叠加本月中Alba铝业和Qatalum铝业启动的减产进程，三家铝厂合计减产规模约263万吨。

Shoppers pass fruit and vegetable stalls in the Bauveau Market in Paris, France, on Wednesday, Feb. 15, 2023. Bloomberg | Bloomberg | Getty Images Economic and consumer confidence plummeted in Europe in March, according to official data released on Monday, in the latest evidence of how the Iran war is upending growth and inflation expectations. Preliminary data from the European Commission shows economic sentiment declined in both the EU (down 1.5 points from the previous month to 96.7) and the euro area (down 1.6 points to 96.6) in March. The figures, measuring economic sentiment across five key sectors of the European economy, also reveal employment expectations are under pressure across the EU and euro zone. Employers in the retail trade, services and industry sectors are all adjusting their employment plans against a backdrop of ongoing war in the Middle East. watch now VIDEO 4:44 04:44 Iran conflict enters fifth week as Houthi strikes open new front Squawk Box Europe The slump adds to a deterioration seen in February, but the Commission warned the latest data prints showed a "marked deterioration of economic sentiment in March", which had driven both economic sentiment and employment expectations "away from their long-term average of 100." Consumer confidence also fell sharply to its lowest level since Oct. 2023, "driven by a dramatic decline in consumers' expectations for the overall economic situation in their country." "Consumers also became markedly more pessimistic about their household's future financial situation and less prone to make major purchases over the next 12 months," the Commission added. It follows separate data showing euro zone private sector output fell to a 10-month low and toward contraction territory in March, raising fears of looming "stagflation". In revised forecasts released on March 19, the European Central Bank now expects economic growth of 0.9% in 2026, and headline inflation to average 2.6% this year. ECB President Christine Lag...

Tokenisation startup Midas raises $50 million in early-stage funding round Reuters

重慶物流集團攜手寧德時代 推動新能源產業鏈與物流深度融合 人民网

重慶物流集團攜手寧德時代 推動新能源產業鏈與物流深度融合 cq.people.com.cn

Jo Boydell says the hotel is carrying out a review after guests reported people entering their rooms.

格隆汇3月30日｜摩根大通分析师拉吉夫·巴特拉表示，中东战争对亚洲国家冲击最大，但中国和马来西亚受石油冲击影响较小；拉吉夫指出，中国电力生产几乎不依赖进口，且有战略石油储备和可再生能源替代，必要时可恢复煤炭发电。

纳斯达克：关于纳斯达克新上市大型企业的“快速入市”提案将在作出部分修改后予以采纳。

中共總書記習近平在北京參加植樹活動時強調，要做好環境保育工作，並壯大林草產業。 習近平等領導人上午在昌平區參加義務植樹活動。習近平拿起鐵鏟，與學生一同植樹，又一邊與學生聊天。 習近平之後發表講話，稱今年是「十五五」開局之年，新形勢下推進國土綠化，要更加注重提質、興業、利民，實現人與自然共生，有效推進草原保護修復，全面提升林草質量和功能，並要壯大林草產業，同步提升經濟價值和生態效益。

bauwimauwi/iStock via Getty Images Introduction Back when I last covered Celsius Holdings ( CELH ), I highlighted their undervaluation and strong performance despite the consumer environment continuing to be weak, while mentioning that deepening their PepsiCo ( PEP ) partnership enhances their competitive positioning and allows them to develop Alani and now Rockstar as well. Following a strong Q4 and 2025 marked by excellent performance, especially from Alani, I'm upgrading Celsius to a Strong Buy, as their valuation is now reflecting a deep discount to even a conservative fair value estimate, standing to benefit significantly from a potential consumer recovery alongside growing their brand both domestically and internationally. Fundamentals Improving as Deals Advance Celsius Holdings IR Celsius reported a strong Q4 and 2025 overall, beating the market's revenue and EPS estimates by a bit, with the Alani Nu and Rockstar deals strengthening their portfolio ( recently highlighting that Alani is not cannibalizing Celsius much - which is an argument they had since the beginning, now starting to get proven by data) and boosting their growth significantly while the international expansion advances rapidly. The company's free cash flow grew significantly to $323.38 million in 2025 compared to $239.51 million in 2024 and $123.79 million in 2023, as the company's pivot into positive cash flows is ramping up alongside their business. Celsius Holdings IR As they show, the company is once again a major contributor to the entire category's growth, with their Q4 growth contributing to a whopping 33% of the category's increase, while their combined US market shares sum up to nearly 20% now, while Alani is growing significantly and still having plenty of room to expand domestically and internationally as well, Rockstar Energy's integration is progressing and expected to be completed in the first half of 2026, with the CFO mentioning the following expectations for this year during t...

3月24日，中国人民银行召开2026年研究（参事）工作会议。会议以习近平新时代中国特色社会主义思想为指导，深入学习贯彻党的二十届四中全会、中央经济工作会议精神和《政府工作报告》部署，落实中国人民银行工作会议要求，总结2025年研究（参事）工作，分析当前形势，交流工作经验，研究部署2026年重点任务。中国人民银行党委委员、副行长陆磊出席会议并讲话。会议认为，2025年，中国人民银行研究（参事）条线注重研究谋划人民银行重要改革事项，高质量开展“十五五”规划研究编制，动态评估完善“六大核心要素”建设重点工作，加快推进上海国际金融中心建设。在加强宏观形势分析、完善绿色金融体系、推动区域金融改革发展、发挥参事建言献策作用等方面取得积极成效。会议要求，2026年，研究（参事）工作要坚持党建引领，树立和践行正确政绩观，深刻认识“十五五”时期金融研究工作面临的新形势、新任务、新要求，科学把握研究工作方法论，做好“十五五”规划相关工作，深化重大规律性和突发性问题研究，统筹推进区域金融改革和金融支持区域协调发展，充分发挥参事、金融研究助力央行工作作用，将研究成果转化为推动金融高质量发展的务实举措。中国人民银行有关司局，各分支机构和金融研究所负责同志参加会议。(央行)

安凯微公告，拟以1500万元-2500万元回购公司股份，回购价格不超过17.2元/股。

纳芯微公告，2025年实现营业收入33.68亿元，同比增长71.80%；归属于上市公司股东的净利润为-2.29亿元，归属于上市公司股东的扣除非经常性损益的净利润为-2.86亿元。公司2025年度不进行利润分配，不派发现金红利，不送红股，不以资本公积转增股本。

格隆汇3月30日｜纳斯达克：已修订纳斯达克100指数的方法论并调整其编制方式。关于纳斯达克新上市大型企业的“快速入市”提案将在作出部分修改后予以采纳。

German inflation accelerated sharply in March after the Iran war boosted energy costs, supporting the idea that the European Central Bank will have to raise interest rates. Consumer prices rose 2.8% from a year ago — faster than February’s 2% advance — the statistics office said Monday. That’s the highest level in more than a year and matches the median estimate in a Bloomberg survey. Energy costs soared by 7.2% — the first increase since December 2023. A gauge stripping out volatile items like fuel and food was unchanged at 2.5%. With the fighting in the Middle East now in its fifth week, the effect of costlier oil and gas is showing up in European prices and consumers’ views on where inflation is headed. While ECB President Christine Lagarde has vowed to act decisively and swiftly if needed, officials say they won’t rush as they assess the full consequences. Money markets anticipate a rapid reaction and are leaning toward a rate hike already at April’s meeting. They’re pricing as many as three moves over the whole year. Germany’s numbers follow a jump in Spanish inflation , to 3.3%, though the increase fell short of analyst estimates. Figures from France and Italy are due Tuesday, along with a reading for the euro zone that’s set to hit 2.6% — the highest since July 2024. Read More: Biggest Euro-Zone Price Jump Since 2022 Seen in First G-20 Data There are signs in Germany that some don’t expect a speedy resolution to the energy issues, with a survey by the Ifo institute published earlier Monday showing significantly more firms are preparing to raise prices. A separate European Commission poll put inflation expectations among consumers at their highest level since 2022. Policymakers have a “duty” to avoid such beliefs becoming entrenched, French central-bank chief Francois Villeroy de Galhau told La Stampa. Greece’s Yannis Stournaras warned that a lengthier war could trigger stagflation and a deviation from the ECB’s baseline scenario, which envisages prices rising...

格隆汇3月30日｜德国3月调和CPI年率初值2.8%，预期2.8%，前值2.00%；月率初值1.2%，预期1.2%，前值0.40%。

财联社3月30日讯（记者 林坚） 上市券商2025年年报陆续披露中，作为老牌大型券商，银河证券最新业绩也已发布，成色如何？过去这一年是公司三年战略规划收官之年，因此受到行业关注。银河证券2024年重回“百亿俱乐部”已是重大转折，今年有何新变化？ 财联社梳理发现，有五个关注点： 一是公司仍维持“百亿俱乐部”水平，归属于母公司股东的净利润创下成立以来新高，实现归属于母公司股东的净利润125.20亿元，同比增加24.81%。2021年，银河证券实现百亿净利润，但随后两年业绩不及预期地下滑，直到2024年才回到百亿水平线。 二是年报披露之际，公司两位新任副总裁官宣到位，分别来自中投与中金。郭辰担任公司副总裁、执行委员会委员、首席风险官，孙菁担任公司副总裁、执行委员会委员。两位均是女高管，郭辰来自股东方，早年在中央汇金履职，2007年至2025年年底均在中投公司担任风险管理相关要职，2025年12月加入银河证券直至本次升任；孙菁则来自 中金公司 ，深耕中金公司22年，担任过中金基金的总经理，有多条线业务经验，主攻资管业务。 三是财富管理业务、投行业务、投资业务、机构业务、国际业务主营业务均实现两位数以上高比例增长，创下近年来新高，尤其是国际和机构业务，这是公司近年来着重发力所在。一方面机构业务同比增幅达到508.20%，尽管受同期基数较小的影响，但是发展势头还是很突出；另一方面，自从收购马来西亚联昌集团证券业务后，组建银河海外，公司国际化业务布局在中资券商内已经成为最大的“主力军”。 四是轻资本业务营收突破百亿元，占比首次超过50%，较2024年增加了近20个百分点，这如何理解？公司轻资本业务以财富、投行、资管为主，这意味着银河证券业务格局已经确定。公司投行经历早年战略失误，一度是短板业务，如今纳入业务版图，足见回暖与对未来的战略投入。2024年，公司就提到要“努力补足投资银行、资产管理等轻资产业务短板，推动轻重资本业务均衡发展”。资管业务也在2025年有起色，目前来看，公司新任副总裁孙菁正是主攻资管业务，体现了对补齐短板的态度。 五是薪酬分配发生变化。作为国有老牌券商，银河证券2025年高管薪酬同比下降10%左右（不含递延），员工平均薪酬（按公式计算）有所上涨。 具体来看，公司各业务板块收入表现分化，机构业务收入同比大幅增长508.20%，为增幅最高的板块；财富管理业务、投...

First patient dosed in UPSTREAM SjD, a global Phase 3 clinical trial assessing telitacicept in primary Sjögren’s disease

格隆汇3月30日｜德国3月CPI年率初值2.7%，预期2.7%，前值1.90%；月率初值1.1%，预期1.1%，前值0.20%。

宁波中百公告，2025年营业收入4.59亿元，同比下降44.46%。净利润3253.6万元，上年同期亏损1605.67万元。拟向全体股东每10股派送0.45元（含税）现金红利。

Bicara Therapeutics press release ( BCAX ): Q4 GAAP EPS of -$0.68. Cash, Cash Equivalents and Marketable Securities: As of December 31, 2025, Bicara had cash, cash equivalents and marketable securities of $414.8 million, compared to $489.7 million in cash and cash equivalents as of December 31, 2024. An additional $161.8 million in net proceeds was raised via an oversubscribed public offering in the first quarter of 2026. Research and Development Expenses: Research and development expenses were $33.0 million for the fourth quarter of 2025 as compared to $19.9 million for the fourth quarter of 2024, and $125.1 million for the full year 2025 as compared to $63.6 million for the full year 2024. The increase was primarily due to costs associated with ongoing pivotal Phase 2/3 clinical trial, FORTIFI-HN01, as well as the Company’s ongoing Phase 1/1b dose expansion cohorts, and an increase in personnel costs. More on Bicara Therapeutics Bicara Therapeutics Inc. (BCAX) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Bicara Therapeutics Inc. (BCAX) Discusses Ficerafusp Alfa Clinical Data and Less Frequent Dosing in First-Line HPV-Negative Head and Neck Squamous Cell Carcinoma - Slideshow Bicara Therapeutics Inc. (BCAX) Discusses Ficerafusp Alfa Clinical Data and Less Frequent Dosing in First-Line HPV-Negative Head and Neck Squamous Cell Carcinoma Transcript Bicara Therapeutics prices offering to raise $150M Seeking Alpha’s Quant Rating on Bicara Therapeutics

Advanced Micro Devices (AMD) Stock: Analyst Sees 63% Upside on AI Compute Expansion CoinCentral