Claude Code has become dumber, lazier: AMD director theregister.com

格隆汇4月7日｜伊朗最高联合指挥部称，美国总统特朗普的威胁是“妄想”。

Internet Software & Services stocks look attractive on AI growth, subscription revenue and dividends, with DFIN and RDVT standing out despite macro uncertainty.

Treasure Global ( TGL ) said on Monday it had reappointed former CEO Sam Teo as acting CEO, effective April 1, 2026, with Carlson Thow stepping down as CEO and remaining on the board as executive director. Teo, currently executive director of Treasure Global and former CEO, brings extensive leadership experience across fintech, e-commerce, and high-growth technology ventures, with a strong track record in scaling digital platforms. His past leadership roles had included director of business development at ZCITY and managing director of Modes Cube Sdn Bhd. The company has posted a sevenfold quarter-over-quarter increase in ARPU and over 70% high-frequency user engagement on ZCITY, highlighting improved monetization and platform scalability. Under Teo, the company is focusing on expanding ZCITY, rolling out the OXI wallet, and redeveloping TAZTE to drive long-term growth. Shares +7.49%. More on Treasure Global Financial information for Treasure Global

winhorse/iStock Unreleased via Getty Images This week’s road test review of Geely Automobile Holdings Limited’s ( GELYF ) new Galaxy M9 three-row SUV illustrates why automotive executives from incumbents such as General Motors Co. ( GM ), Ford Motor Co. ( F ), and Volkswagen AG ( VWAGY ) are understandably alarmed and apprehensive over rising competition from China. Testers from Edmunds.com —a subsidiary of CarMax Inc. ( KMX )—brought the plug-in hybrid M9 to its U.S. testing facilities in Los Angeles for a thorough evaluation . Galaxy M9 three-row SUV (Geely Group) “The Geely Galaxy M9 is a wake-up call for the automotive industry,” said Alistair Weaver, Edmunds editor-in-chief. “This is not a car that impresses on price alone. If it went on sale in the U.S., our tests show it has the depth of quality to compete effectively with the best three-row family SUVs. U.S. car shoppers really are missing out.” The M9 starts at about $25,000 in China—even at double that figure, it would be price competitive with three-row SUVs like the Hyundai Palisade or the BMW X5. Gathering Consensus The Edmunds review is hardly the first or even an early wake-up call concerning the potential threat of Chinese competitors. Jim Farley, Ford’s CEO, has been openly complimentary ; after driving the Xiaomi ( XIACF ) SU7 in 2024, Farley announced, “I don’t want to give it up.” Xiaomi SU 7 (Xiaomi) Solely on the basis of its unit sales growth worldwide, Geely demands attention from investors. From 2017, when the parent group sold 1.82 million vehicles, the group reached sales of 3.34 million in 2024. For 2025, unit sales of privately owned Zhejiang Geely Holding Group—which owns roughly 42% of GELYF—reached 4.11 million, a whopping 26% increase YOY, of which 806,000 were sold abroad. Geely unit sales chart (Author) Revenue and net profit of the publicly traded GELYF have more than tripled over the past four years, while the shares, traded primarily in Hong Kong, currently command a 13 P/E. Nea...

格隆汇4月7日｜巴西将上调卷烟的工业产品税（IPI），以抵消对飞机燃料的联邦税收豁免。

Artemis II Commander Reid Wiseman's wife died from cancer in 2020 at age 46.

↗️ Strategy (MSTR), Coinbase (COIN): The crypto-related stocks closed up 6.6% and 1.9%, respectively, on the back of gains for bitcoin and other cryptocurrencies. ↗️ Starbucks (SBUX): The coffee chain announced late Friday that it had completed a transaction to grow its footprint in China with Boyu Capital.

JHVEPhoto Seeking Alpha analysts largely view the recent drop in Micron's ( MU ) stock price as a buying opportunity, with three rating the stock a buy, one raising from sell to hold, and a fifth analyst labeling it a sell. SA analyst James Foord rated Micron a strong buy on Saturday , asserting that Nvidia ( NVDA ) and Micron ( MU ) are "sitting at the center of the action," just as Microsoft ( MSFT ) and Intel ( INTC ) did in the 1990s. "While Google’s efforts may cap how extreme memory requirements become, they do not eliminate the bottleneck altogether. And until they do, Micron Technology remains in a position much closer to peak Intel than the market currently appreciates," Foord said. SA analyst Forward Analytics likewise rated the stock a buy in their article Monday, arguing that Micron was in the midst of transforming from a "basic memory company" into a "crucial player in AI infrastructure." "The financials confirm that the thesis is not just theoretical; it’s already generating record cash flows and stronger margins. The risks are real but appear manageable for investors with a 12-24 month investment horizon," Forward Analytics wrote in their article . SA analyst Perseus Perspectives said they viewed investor concerns about Google's ( GOOG ) ( GOOGL ) TurboQuant cooling demand for Micron's memory products as overblown. "I think the market reaction to the Google TurboQuant news was a rinse and repeat of what we saw last year with DeepSeek. The market clearly hasn't learned the lessons of that episode," Perseus Perspectives wrote in their article on Saturday . "I feel pretty sure the leading AI labs want as much memory as they can possibly get a hold of, and they all know that's what their rivals think, too, increasing the urgency. With this very strong demand backdrop, I think Micron has room to run over the medium term, and I see the pullback as a buying opportunity," they added. SA analyst Julian Lin upped his rating on Micron from sell to hold, stating ...

Is Micron's price drop a buying opportunity? SA analysts weigh in (MU:NASDAQ) Seeking Alpha

Source: Bloomberg, 5:23

imaginima/iStock via Getty Images Sable Offshore ( SOC ) closed down 7.9% in Monday's trading after California Attorney General Rob Bonta officially announced the state's opposition to the U.S. Pipeline and Hazardous Materials Safety Administration's consideration of the company's request to waive a safety regulation and transport oil through Santa Barbara and Kern counties. PHMSA is without jurisdiction to issue any special permit because Sable's ( SOC ) pipelines are intrastate and therefore subject to state and not federal regulation, Bonta argued in the comment letter in opposition to the company's request. The agency "i llegally" reclassified the pipelines that run from Santa Barbara County to Kern County as "interstate," after previously classifying the pipelines as "intrastate" pipelines subject to state safety regulation and oversight, the AG said. "Let's be clear: We do not have a 'National Energy Emergency,'" Bonta wrote. "President Trump is simply prioritizing the fossil fuel industry, ensuring that they can continue to line their own pockets by illegally restarting oil transportation through California’s pipelines at the expense of our public health and environment." More on Sable Offshore Sable Offshore: The Surge Offers A Great Exit Point (Downgrade) Sable Offshore: The Tides Have Shifted In Favor Of Production Start (Rating Upgrade) Sable Offshore: Equity Raise Looms As Valuation Remains Stretched Amid Persistent Risks

Energy led the market in Q1. Can the rally continue?

(NKY.A) 互動股市圖表 Yahoo 財經

2 Hypergrowth AI Stocks to Buy in the Current Sell-Off theglobeandmail.com

These AI leaders are growing rapidly and doing so profitably.

Ex-CIA Analyst: What The Hell Happened With The Pilot Rescue Op In Iran? Authored by former CIA officer Larry Johnson Iran's air defense system succeeded on Friday, April 3, in downing a US F-15E over Iran. There is some dispute and confusion about the exact location (more about that later). The pilot and the WSO (i.e., Weapons System Officer) both successfully ejected but were separated . The pilot was quickly rescued by the Combat Search and Rescue (i.e., CSAR) and the two Pave Hawk helicopters ferrying him back to safety were hit, but managed to make it to Kuwait — despite trailing visible black smoke. The WSO was not so lucky. He reportedly landed 5 miles northwest of where he was ultimately rescued. I do not deny that he was recovered by US Special Operations forces on a ridge on a mountain — The red circle on the left hand side of the photo is the reported location of the pilot, the red circle on the right hand side of the photo is the airfield where the US Special Forces landed. There are some real oddities about this story . The WSO is normally a Lieutenant or a Captain… This WSO is a Colonel who is the Vice Wing Commander at Muwaffaq Salti Air Base (MSAB) in Jordan. This helps explain the large number of assets devoted to finding and rescuing him. A variety of press reports claim he suffered a broken leg or a broken ankle. This raises a legitimate question… How did a man with a broken leg walk five miles and then climb a mountain? I’m not suggesting it is an impossible task, but it does raise some questions about the accuracy of the US military’s account of events . Now here is the kicker… The geolocated wreckage of the C-130s which were apparently using a local “agricultural airstrip” (see the photo above) just happens to be right over a mountain, about 35km (21 miles) away, from Isfahan’s nuclear facility, where Iran’s ‘near-weapons grade’ enriched uranium is alleged to be stored. Was this whole affair a botched raid by US Special Operations forces to sei...

Key PointsMorgan Stanley's research indicates the AI adoption curve is still in the early innings.

4月7日热门中概股涨跌不一， 纳斯达克 中国金龙指数（HXC）收跌0.21%。 上涨股当中（按市值从高到低）， 台积电 涨0.79%， 阿里 巴巴 涨0.24%， 拼多多 涨0.04%， 日月光半导体 涨1.26%， 京东 涨0.18%， 百度 涨0.29%， 联电 涨0.23%， 富途 控股涨0.66%， 中通 涨0.02%， 贝壳 涨1.82%， 哔哩哔哩 涨0.30%， 新东方 涨0.11%，满帮涨0.67%， 唯品会 涨0.03%，WSP控股涨1.38%，拓臻生物涨0.11%，名创优品涨1.00%， 慧荣科技 涨2.36%，禾赛科技涨0.39%，欢聚涨1.38%。 下跌股当中（按市值从高到低）， 网易 跌0.16%，携程跌0.77%， 中华电信 跌0.24%， 理想 汽车跌0.05%，小鹏汽车跌1.75%， 华住酒店集团 跌0.67%， 蔚来 跌0.95%， 腾讯音乐 跌1.69%，中国新城农村跌0.19%，万国数据跌1.70%，BOSS直聘跌0.15%，亚朵集团跌1.51%， 金山云 跌0.95%，小马智行跌2.82%， 文远知行 跌1.92%。 美股周一收高，标准普尔500指数延续了上周的涨势。市场继续关注中东局势。有报道称伊朗与美国寻求停火，但特朗普宣称可能在周二消灭伊朗，美国国防部长预告将对伊朗实施大规模打击。 道指涨165.21点，涨幅为0.36%，报46669.88点；纳指涨117.16点，涨幅为0.54%，报21996.34点；标普500指数涨29.33点，涨幅为0.45%，报6612.02点。 领涨中概股列表： 领跌中概股列表： （截图来自新浪财经APP 行情-美股-中概股热门板块）下载新浪财经APP 责任编辑：张俊 SF065

格隆汇4月7日｜一位伊朗高级安全官员在回应美国总统特朗普周一的讲话时表示，伊朗已经让特朗普遭受一次战略上的失败，他对伊朗人不断升级的言辞反映出他对冲突失去了控制。消息人士称：“特朗普与内塔尼亚胡在南部城市伊斯法罕协调的军事失败是一次战略失败，他对伊朗人民的侮辱和冒犯性言论的增加表明他已经失去了对战争管理的控制。”该官员补充说，即使对伊朗的袭击完全停止，海峡也只有在与对方履行承诺的程度挂钩的协议下才会重新开放。

JasonDoiy/iStock Unreleased via Getty Images In what is likely to be a “challenging waiting game for investors,” Wells Fargo’s Ken Gawrelski sees growth metrics for Roblox ( RBLX ) to become “meaningfully tougher” each month of the second quarter, translating into expectations for softer guidance for Q2. While the longer-term outlook for the company is bullish, Gawrelski expects Q2 bookings guidance of $1.765B to $1.80B (representing 23% to 25% year-over-year growth) will be below the consensus estimates of $1.875B (30% growth). Meanwhile, profitability challenges will be reflected in negative EBITDA and a gross profit margin of 24%. “We still believe FY26 guidance is achievable but will be more [second half of 2026] dependent,” Gawrelski says. To reflect the 54% retracement in Roblox ( RBLX ) over the past 6 months, Gawrelski lowered his price target by 20% to $78 but maintained an Overweight rating as the company’s expansion into the ad business “represents a large opportunity.” Moreover, a higher incremental margin for the ad business (versus microtransactions) will also allow Roblox ( RBLX ) to expand its margin at a faster pace than the current target of 100-300 basis points. Shares ended the day 5% lower to reflect the likelihood of lackluster guidance when the company reports first-quarter results before the market open on April 30, at which time Roblox ( RBLX ) is expected to report an adjusted loss of $0.41 per share on $1.75B in revenue. More on Roblox Roblox: Remarkable Year Quickly Forgotten Roblox Corporation (RBLX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript RBLX: AI Existential Crisis Or Opportunity? (Downgrade) Highest and lowest quant-rated communication services stocks above $10B cap after earnings season UK's Ofcom demands U.S. social media firms tighten rules to keep children off

blackred/E+ via Getty Images As Q1 2026 earnings season draws near, the industrials sector is contending with a shifting macroeconomic backdrop, infrastructure spending momentum, defense budget expansions, and ongoing supply chain normalization are all influencing how analysts are pricing in near-term earnings for industrial companies. The following list highlights small-cap industrials stocks that have earned a Seeking Alpha EPS Revision Quant Grade of A or higher, a strong signal that analysts have been meaningfully raising their earnings expectations ahead of Q1 reports, spanning a diverse range of sub-sectors from aerospace and defense to construction engineering and industrial machinery. American Superconductor Corporation ( AMSC ) holds the top position on the list with an A+ grade, followed closely by Innovative Aerosystems, Inc. ( ISSC ) and Orion Group Holdings, Inc. ( ORN ), both of which also carry the highest possible A+ rating. These top performers span different industrial sub-sectors, from electrical components to aerospace and defense to construction and engineering. The list showcases diversity across industrial sub-sectors, including construction machinery companies like Douglas Dynamics, Inc. ( PLOW ) and Astec Industries, Inc. ( ASTE ), as well as specialized services providers such as Willdan Group, Inc. ( WLDN ) in research and consulting. Proto Labs, Inc. ( PRLB ) in industrial machinery and Interface, Inc. ( TILE ) in office services also make appearances with top-tier grades. American Superconductor Corporation ( AMSC ) A+ Innovative Aerosystems, Inc. ( ISSC ) A+ Orion Group Holdings, Inc. ( ORN ) A+ Douglas Dynamics, Inc. ( PLOW ) A+ Proto Labs, Inc. ( PRLB ) A+ SES AI Corporation ( SES ) A+ Interface, Inc. ( TILE ) A+ Willdan Group, Inc. ( WLDN ) A+ American Woodmark Corporation ( AMWD ) A Astec Industries, Inc. ( ASTE ) A Industrials ETFs: ( XLI ), ( VIS ), ( FXR ), ( IYJ ), ( FIDU ), and ( RSPN ) More on industrial stocks Finding The Opp...

Dad, son burned to death in Tesla days before Christmas because they couldn’t get out, lawsuit says Yahoo

(RTTNews) - Veradigm Inc. (MDRX) Monday said it has appointed Christian Greyenbuhl as Chief Financial Officer, effective on the later of May 11, 2026 or shortly after the company files its delayed annual reports for fiscal years 2023 and 2024.

Flexport CEO Ryan Petersen discusses why the Strait of Hormuz is so 'massively important' for energy, and how the conflict in Iran is disrupting global supply chains well beyond the Middle East. He talks with Romaine Bostick and Isabelle Lee on "The Close." (Source: Bloomberg)

NEW YORK, April 06, 2026 (GLOBE NEWSWIRE) -- MidCap Financial Investment Corporation (NASDAQ: MFIC) (the “Company”) announced today that it will report results for the quarter ended March 31, 2026, after the closing of the Nasdaq Global Select Market on Wednesday, May 6, 2026.

Insider sale notice — AMD (NASDAQ: AMD) reports 3,293 restricted shares Stock Titan

Bloomberg’s Caroline Hyde and Ed Ludlow speak with OpenAI’s Chief Global Affairs Officer Chris Lehane about the company’s new policy proposals to help manage the rapid changes brought about by artificial intelligence. Plus, Oracle names a new CFO to help the company navigate massive data center development plans and a cash crunch. And, NASA's Artemis II is set to pass at the closest distance that humans have come to the lunar surface in 50 years. (Source: Bloomberg)