据伊朗塔斯尼姆通讯社27日报道，伊朗伊斯法罕省副安全官阿克巴尔·萨利希表示，美国和以色列战机当天下午对位于该省的穆巴拉凯钢铁厂发动空袭，导致该钢铁生产综合体受损。另据报道，伊朗胡齐斯坦省副安全官瓦利奥拉·哈亚提27日表示，美以战机当天对胡齐斯坦钢铁公司实施了空袭。但没有更多细节披露。(新华社)

Is Palantir stock going to $200? Here's what the data says msn.com

CAMBRIDGE, UK / ACCESS Newswire / March 27, 2026 /Theia Insights, a Cambridge-based deep-tech company whose technology is used by global index providers, asset managers, hedge funds and banks, has raised $8 million in Series A funding. The round was ...

More and more Silicon Valley CEOs are blaming job losses on AI. But according to OpenAI CEO Sam Altman, these big layoffs have less to do with technology and more to do with traditional business fundamentals.

IPOs from SpaceX, OpenAI and Anthropic could dominate the initial offerings market this year as the new issue rebound accelerates.

当地时间27日，阿富汗楠格哈尔省新闻文化局局长库莱希·巴德隆称，巴基斯坦已再次关闭连接巴基斯坦的托克汉姆边境口岸，禁止所有人员和车辆通行。该口岸曾于3月26日短暂开放，以允许阿富汗难民返回国内。 (央视新闻)

Google parent Alphabet is falling Friday, continuing its decline from Thursday, but Wells Fargo analysts raised their price target.

Micron Stock's Rally Looked Unstoppable — Until Google's TurboQuant Hit Benzinga

Welcome to Bay Street Edition, our weekly newsletter devoted to what’s happening in Canadian finance, covering strategy, deals, people moves and economics. I’m Christine Dobby , Bloomberg’s Toronto-based banking reporter, and you’ll find me in your inbox every Friday. This week, we’re talking about the Boralex sale and what it means for Canada’s capital markets, BMO’s investor day and Wealthsimple’s foray into prediction markets. Plus: is this CEO (French) toast? Please share this newsletter with your friends and colleagues, and if it was forwarded to you, sign up here to receive it every week. Privacy Please Things at Boralex are going pretty well. So well, in fact, that the Montreal-based renewable-energy company has ambitious expansion plans, aiming to invest about C$7 billion ($5 billion) over five years to more than double its production output . It’s got an array of projects — mainly solar and wind power, as well as battery storage — lined up across Canada, France, the UK and the US. And with artificial intelligence driving huge electricity demand from data centers, clean power has never looked so cool (except, perhaps, to the current occupant of the White House). The hitch? The company wants to issue about C$500 million in equity to finance the expansion. But tapping public markets for that amount was too uncertain , CEO Patrick Decostre said on BNN Bloomberg Television this week. Valuations for renewables companies have been both weak and volatile . Donald Trump’s antipathy to the industry hasn’t helped. Boralex shares have declined for three straight years, and at the start of 2026 they were trading at less than half of their 2021 high. Enter Brookfield. (Who else?) The private-equity powerhouse, along with existing shareholder Caisse de Depot et Placement du Quebec, announced a deal Wednesday to acquire Boralex for C$9 billion including debt, confirming an earlier report by Bloomberg News that the firm was considering a sale. Brookfield will control 70% wh...

格隆汇3月27日丨据一财，为了保障和改善民生，缓解财政收支矛盾，中国提高了中央企业国有资本收益收取比例，而这一最新比例也首次对外公开。近日，财政部披露2026年中央财政预算，其中《关于2026年中央国有资本经营预算的说明》首次披露了中央国有全资企业（非金融）税后利润的收取比例。相关数据与此前公开的相比有重大调整，核心是利润上缴财政比例明显提高，从而也使得2025年中央国有资本经营收入中的央企上缴利润收入达到3750.77亿元，同比增长约78.5%。 根据《说明》，国有全资企业（非金融）税后利润的收取比例主要分为四类执行：第一类为烟草企业和石油石化、电力、电信、煤炭等资源型企业，收取比例为35%。第二类为有色及黑色冶金采掘、运输、电子、贸易、施工等一般竞争型企业，收取比例达30%。第三类为军工企业、转制科研院所、中国邮政集团有限公司、中国国家铁路集团有限公司、北大荒农垦集团有限公司、中央文化企业、中央部门所属企业，收取比例达20%。第四类为政策性企业，免交国有资本收益。符合小型微型企业规定标准的国有独资企业，应交利润不足10万元的，比照执行免交政策。

港府對有外國機構和政客，抹黑國安法第43條細則修訂表示強烈不滿。 美國駐港總領事館昨日發布最新安全警示，針對香港政府修改國安法實施細則，提醒美國公民，包括轉機旅客，若拒絕交出手機等電子設備密碼，即構成刑事犯罪。 港府發言人，對有外國機構和政客發表的誤導資訊，及以偏概全的描述，表示強烈不滿，並作出嚴正澄清。 指經修訂的《實施細則》附表1，警務人員必須有合理理由，懷疑電子設備可能包含，危害國家安全罪行的證據，並向裁判官申請手令及獲得授權後，才能根據手令搜查該電子設備，絕非能隨便在街上要求普通市民取出手機等電子設備，並提交密碼。

Ethiopia has signed $13.1 billion of investment deals spanning renewable energy, manufacturing, real estate, mining and green ammonia, according to the government. Representives of the investing companies — from China, Poland, India, Singapore and Kenya — converged in the capital, Addis Ababa, to ink accords at the Invest in Ethiopia conference. “These are a great success, but they are only a starting point,” said Zeleke Temesgen, head of the Ethiopian Investment Commission. “The real success will be how quickly these investment commitments translate into operational promise on the ground.” Deals signed: Ming Yang Smart Energy Group Ltd., a Chinese renewable energy company, intends to invest $10 billion into green ammonia production and the manufacture of electrical equipment. Global Future Investment Ltd. is exploring manufacturing opportunities in a special economic zone for a total $2 billion. Liaoning Fangda Group Industrial Co. will invest $500 million in steel and pharmaceutical manufacturing. Rashmi Group has earmarked $235 million for establishing a mining operation in the country. Gobez Electric Manufacturing Plc plans to expand its solar-cell production capacity by injecting $150 million. Sun King will invest $150 million by 2030 in solar equipment manufacturing. Read More: Biggest Off-Grid Solar Firm Enters Ethiopia in $150 Million Pact Quantum Everest, a Polish company, will engage in real estate for a total $100 million.

亿纬锂能3月27日公告，公司拟与惠州仲恺高新区管委会签订投资合作协议，投资建设“亿纬锂能60GWh储能(动力)电池生产制造项目”，总投资额约60亿元，用地面积约500亩。该项目需提交公司股东大会审议，不构成关联交易或重大资产重组。公司表示，项目有助于扩大产能、优化产业结构，但存在土地获取不确定性及市场风险。

Columbia Threadneedle Investments, an investment management company, released its fourth-quarter 2025 investor letter for “Columbia Global Technology Growth Fund”. A copy of the letter can be downloaded here. Markets advanced modestly higher in Q4 2025, with the S&P 500 returning 2.66%, the Nasdaq 100 gaining 2.47%, and the Dow Jones Industrial Average leading with a […]

Beijing has launched two trade barrier investigations into the United States in response to a pair of Section 301 probes that allege unfair trade practices by China and other economies and could pave the way for Washington to reimpose higher tariffs. According to the Ministry of Commerce, the investigations would focus on US measures deemed harmful to global industrial and supply chains, including those that obstruct trade in green products. The ministry said in a statement on Friday that...

Utility Entergy says revised Meta data-center deal to deliver higher customer savings reuters.com

Welcome back to another edition of FOIA Files! In January, videos emerged from Minneapolis that captured the shooting deaths of US citizens Renee Good and Alex Pretti by agents with Immigration and Customs Enforcement and Customs and Border Protection. In the immediate aftermath of the killings, Minnesota law enforcement officials tried to collaborate with the FBI on investigations into the twin deaths, but they were shut out by the bureau, which took sole control of the probes. The FBI’s refusal to cooperate prompted me to file a public records request with the city of Minneapolis for documents that I hoped would shed light on the matter. Earlier this week, city officials turned over 332 pages of emails and other documents from Minneapolis Chief of Police Brian O’Hara. If you’re not already getting FOIA Files in your inbox, sign up here . The surge of immigration agents to Minneapolis in December followed weeks of incendiary comments by President Donald Trump about the Somali community (who he blamed for massive fraud schemes in the state) and fiery retorts by state and local officials, including Minnesota Governor Tim Walz. The agents’ presence combined with the aggressive manner of the immigration arrests sparked huge protests that lasted nearly two months and captured the nation’s attention. The public outcry intensified in January after the deaths of Good and Pretti, which took place under the command of Greg Bovino, the controversial commander of the US Border Patrol. Bovino may be best remembered for hurling canisters of tear gas into crowds of protestors and patrolling the streets while sporting an olive green greatcoat , which California Governor Gavin Newsom and other critics described as “Nazi-coded.” (In public statements, Bovino said he’d owned the coat for decades.) It was an inflection point in how the public viewed ICE and its tactics. This week, Minnesota officials sued the Trump administration for withholding evidence related to the state’s investi...

Members of a convoy that delivered humanitarian aid to Cuba were detained and interrogated by Customs and Border Protection (CBP) upon returning to the United States on a charter flight from Havana. Of the 20 US citizens who were pulled for secondary inspection at Miami International Airport on Wednesday morning, 18 had their phones and other devices seized by CBP, with little information given on whether and when they'll get them back. The group was part of a larger coalition of activists who traveled in waves to Cuba as part of the Nuestra América Convoy, named after an essay by nineteenth-century Cuban intellectual José Martí criticizing … Read the full story at The Verge.

Joa_Souza/iStock Unreleased via Getty Images Introduction As it has been a few years since I looked at Alvopetro Energy Ltd ( ALVOF ) ( ALV:CA ), I thought the current strong Brent oil price environment warranted another look at Alvopetro. I did well on the stock a few years ago, as the market didn’t fully realize the company’s realized natural gas price is partially based on the Brent oil price as well. And when the oil price went down and production volumes were going to be disappointing , I exited my position right on time, as the share price lost about half of its value). With Brent at or above $100/barrel these days, I expect to see a strong first semester from Alvopetro. Data by YCharts The website does not always contain unique URLs, but you can find all relevant press releases here . A robust result in Q4 2025, with more to come in Q1 2026 In the final quarter of 2025, the company produced a total of just over 2,700 barrels of oil equivalent per day . Perhaps it’s a bit strange to use a boe as a standard considering the very vast majority of the production consists of natural gas. As the table below indicates, the company received a very strong C$9.97 per Mcf of natural gas, which is, of course, the main reason for its high margins and why the lack of economies of scale (being a small producer) doesn’t hurt Alvopetro too much. ALV Investor Relations Thanks to a very robust production performance in the final quarter of the year, the weighted average output increased from less than 1,800 boe/day in 2024 to just over 2,500 boe/day in 2025. And with an average realized natural gas price exceeding C$10/Mcf during 2025, Alvopetro’s revenue and cash flows were very robust. The company reported a total revenue of just under $58 million and a net revenue of just under $56 million after deducting the royalties and accounting for $2 million in “other income” (which is related to interest income and tax recoveries). ALV Investor Relations As you can see in the income s...

JHVEPhoto/iStock Editorial via Getty Images Micron Technology ( MU ) has become one of the biggest winners of the generative AI revolution lately. The company showed explosive results for Q2, where revenue nearly tripled year-on-year and margins approached 75%. After showing such a performance, many investors began to view Micron not as a circular memory business only, but rather as a pure AI play. However, if you look at the company more closely, you’ll see that the further upside is not guaranteed. The main thing that investors need to ask themselves right now is not whether the business is strong, but whether this growth is structural and long-term or whether it is just another peak of the classic memory cycle. Is This The New Peak? At first, it seems that Micron is growing solely due to AI and the rising demand for HBM memory. And indeed, the data center segment is now the main driver of growth, while the HBM has actually become a critical part of the AI infrastructure. But if you look deeper, the main driver of growth is the rise in prices rather than volumes of products sold. The shipments of DRAM and NAND are growing relatively moderately, while ASP has soared by tens of percent. This means that the company earns more not because it sells significantly more memory, but because it sells it at a significantly higher cost. This is a classic signal of supply shortage. The market simply cannot meet demand now, and this allows manufacturers to raise prices across almost the entire product line. Also, the memory shortage is the basis of the entire cycle. The main reason for this price rally is the structural memory deficit that the market currently witnesses. The transition to HBM changes the entire economy of production. As such, memory requires significantly more resources per unit of output. In parallel, companies are moving to new technological nodes, which also reduces production efficiency in the short term. As a result, a situation arises where even large cus...

Wirestock/iStock Editorial via Getty Images Deutsche Telekom ( DTEGY ) used to be one of the largest companies in my entire portfolio. I made very good returns by investing in this one, and a very good yield over time. There came a time, however, when the company had reached what I consider to be its valuation apex, and where I then moved to a "HOLD" rating. It can be argued with some success that I did this too early. Unfortunately, it's also not wrong to say that I am liable to do this more often than not in companies. I have a tendency to underestimate the valuation highs and the inflation that the market can "provide" to companies surging. However, in this article, I will show you why the recent surge in valuation that we saw since my article on the 15th of January 2026, which you can find here , is hollow, despite solid results. I will further argue why my more original "HOLD" thesis, which I posted 2 articles ago, is still very much relevant, because even including the latest surge, the return from that timeframe is still very much subpar for the company, not even beating the SPY. Seeking Alpha Deutsche Telekom RoR You will note that in that article, which by the way you can find here, my idea for you to invest in was Vodafone. Vodafone ( VOD ) since then has outperformed - Deutsche Telekom has not. It showcases my typical approach - where the value of what I buy, next to the fundamentals that obviously need to be "safe", are of greater import than virtually anything else. I believe one of the reasons why telecommunication companies and utilities have seen such significant surges as of late is certainly related in part to the expected impact of AI and data centers, in one way or another. I further believe those expectations to be overblown. I also believe that part of the reason is the somewhat "lack" of safe yield on the market today. What was once 4-5% yield has turned, for DTEGY, into 3.13%. What utilities were giving me 6-10% are now giving me about 5-6%. ...

JHVEPhoto/iStock Editorial via Getty Images Micron Technology ( MU ) has become one of the biggest winners of the generative AI revolution lately. The company showed explosive results for Q2, where revenue nearly tripled year-on-year and margins approached 75%. After showing such a performance, many investors began to view Micron not as a circular memory business only, but rather as a pure AI play. However, if you look at the company more closely, you’ll see that the further upside is not guaranteed. The main thing that investors need to ask themselves right now is not whether the business is strong, but whether this growth is structural and long-term or whether it is just another peak of the classic memory cycle. Is This The New Peak? At first, it seems that Micron is growing solely due to AI and the rising demand for HBM memory. And indeed, the data center segment is now the main driver of growth, while the HBM has actually become a critical part of the AI infrastructure. But if you look deeper, the main driver of growth is the rise in prices rather than volumes of products sold. The shipments of DRAM and NAND are growing relatively moderately, while ASP has soared by tens of percent. This means that the company earns more not because it sells significantly more memory, but because it sells it at a significantly higher cost. This is a classic signal of supply shortage. The market simply cannot meet demand now, and this allows manufacturers to raise prices across almost the entire product line. Also, the memory shortage is the basis of the entire cycle. The main reason for this price rally is the structural memory deficit that the market currently witnesses. The transition to HBM changes the entire economy of production. As such, memory requires significantly more resources per unit of output. In parallel, companies are moving to new technological nodes, which also reduces production efficiency in the short term. As a result, a situation arises where even large cus...

Micron: Don't Be Fooled By The Beat, The Downturn Is Coming (NASDAQ:MU) seekingalpha.com

The Brutal Truth About Micron Stock. fool.com

Li Auto Inc. (NASDAQ:LI) has had a turbulent stretch. The stock is up 4.67% over the past week and flat over the last month. But over the past year, shares are down by more than 32%. Most analysts cluster around a consensus target of $21.98, reflecting cautious near-term sentiment. Morgan Stanley analyst Tim Hsiao has ... Li Auto Price Target Cut to $22, but Wall Street Still Sees Upside

CrowdStrike (NASDAQ:CRWD) stock is sliding hard this morning. CRWD shares are down 7% on Friday, trading around $365 after opening at $392.62. That puts the stock in uncomfortable territory for investors who were hoping the cybersecurity giant’s latest earnings report would reignite momentum. Although Crowdstrike’s recent financial results are a contributing factor, the data points aren’t ... CrowdStrike Slides 7% Today as Earnings Disappoint and AI Rivals Intensify Pressure

Utility Entergy said Meta Platforms will pay its full cost of ‌service for the planned hyperscale data ‌center in northeast Louisiana under a revised agreement. Meta had disclosed plans to ⁠invest about $10 billion in a hyperscale data center in Richland Parish, northeast Louisiana, a project the ​Facebook parent ​unveiled in late 2024. Big ​technology companies are ‌increasingly partnering with utilities to power the rapid expansion of data centers to cater to the surging demand for artificial intelligence tools and cloud computing.

PM Images/DigitalVision via Getty Images U.S. large-cap consumer discretionary stocks have struggled year-to-date in 2026, with the sector underperforming the broader market amid weakening consumer spending and tariff concerns. Below is a list of the 10 worst-performing large-cap consumer discretionary stocks with market capitalizations over $10B, ranked by their year-to-date performance. The list is topped by DraftKings Inc. ( DKNG ), with a YTD performance down 38.28%. DoorDash, Inc. ( DASH ) and Carvana Co. ( CVNA ) are next, with declines of 32.90% and 28.59% respectively. Rivian Automotive, Inc. ( RIVN ) and Coupang, Inc. ( CPNG ) round out the bottom five, with YTD declines of 22.83% and 22.13%. The list represents a variety of industries, including Casinos and Gaming, Restaurants, Automotive Retail, and Automobile Manufacturers. Here is the list: DraftKings Inc. ( DKNG ), YTD perf: -38.28%, Quant Rating: 2.61 DoorDash, Inc. ( DASH ), YTD perf: -32.90%, Quant Rating: 2.62 Carvana Co. ( CVNA ), YTD perf: -28.59%, Quant Rating: 2.87 Rivian Automotive, Inc. ( RIVN ), YTD perf: -22.83%, Quant Rating: 2.88 Coupang, Inc. ( CPNG ), YTD perf: -22.13%, Quant Rating: 2.74 Booking Holdings Inc. ( BKNG ), YTD perf: -21.32%, Quant Rating: 2.99 Las Vegas Sands Corp. ( LVS ), YTD perf: -19.50%, Quant Rating: 3.50 Chewy, Inc. ( CHWY ), YTD perf: -18.28%, Quant Rating: 2.99 NIKE, Inc. ( NKE ), YTD perf: -18.27%, Quant Rating: 3.61 Expedia Group, Inc. ( EXPE ), YTD perf: -17.81%, Quant Rating: 3.28 Consumer Discretionary ETFs: ( XLY ), ( VCR ), ( FXD ), ( FDIS ), ( RSPD ), and ( RXI ) More on consumer discretionary stocks 3 Market Segments I'm Targeting When Iran War Ends How To Create A Wheel Strategy With Sector ETFs To Generate Income Retail Sector Recap: Consumers Pull Back On Weak Outlook CAVA Group stands as the best performing large-cap consumer discretionary stock YTD Weekly ETF flows: three of 11 sectors record outflows; financial sector leads inflows

中国海油2025年储量产量双创新高，净利润降幅低于同期油价降幅。 中国海油（600938.SH、00883.HK）年报显示，公司2025年实现营业收入3982.20亿元，同比下降5.3%；实现归属于上市公司股东的净利润1220.82亿元，同比下降11.5%。 受地缘政治局势及市场供需关系等因素影响，2025年国际油价呈震荡下行趋势，布伦特原油均价约68.2美元/桶，同比下滑14.6%，在2025年油价整体低迷的行业背景下，中国海油日赚约3.3亿元。 据中国海油财报披露，公司2025年储量产量双创新高，净证实储量77.7亿桶油当量，同比增长6.9%；全年实现油气净产量777百万桶油当量，同比增长7%，其中，天然气产量同比大幅增长11.6%。公司全年日净产量达213万桶油当量。 在业绩电话会上，中国海油副董事长兼总裁黄永章称，2025年，在布伦特油价同比下降14.6%的严峻形势下，公司实现了归母净利润1221亿元，净利润降幅（下降11.5%）远低于同期油价降幅，表明公司的盈利表现跑赢了同期油价表现。 中国海油还表示，2025年实现油气销售收入3357亿元，全年桶油主要成本为27.9美元/桶油当量，同比下降2.2%，保持行业领先的成本优势。 近年来，中国海油积极培育海上风电等新能源产业。截至2025年年底，公司已获取新能源资源超过1100万千瓦，投产超108万千瓦。公司称将对已获取的资源逐年进行开发建设，具体实施节奏需根据项目实际情况而定，将继续加大优质风场资源的获取力度，力争进入海上风电第一阵营。