Arkadiusz Warguła/iStock via Getty Images I've been a shareholder of Grupo Aeroportuario del Sureste, S. A. B. de C. V. (NYSE: ASR ) for many years now. It, along with the other publicly traded Latin American airport operators, is one of my largest individual holdings. I updated my thoughts on Sureste in January, arguing that the firm's most recent M&A deal was going to be a catalyst that could help cause shares to see multiple expansion. ASR stock did, in fact, go on to mark new all-time highs in February, but there was a significant correction shortly thereafter. Data by YCharts However, the stock has seemingly stabilized, and the long-term uptrend seems firmly intact. That, even as the overall equity market has started to slip, we're seeing worries in the aviation sector due to the surge in oil prices. So, what's the outlook for Sureste Airports given recent developments? Some New Risk Factors Emerge The first new concern for Sureste Airports, since my prior update, was the appearance of high-profile cartel-related violence in Mexico. In February, the Mexican government completed a military operation to take out a top cartel leader. The cartel retaliated with numerous acts, including burning vehicles, killing police officers, and blockading highways. This led to near-term flight cancellations and negative headlines around Mexican travel in February. Mexican airport shares were sold off in the days following these incidents. However, the Mexican government quickly controlled the situation, and the cartel stopped disrupting the travel sector within a matter of days. It's my view that this will not have significant lasting implications for Mexican travel volumes. I've covered this more extensively in a recent article on Grupo Aeroportuario del Pacifico ( PAC ), who is the operator of the Guadalajara and Puerto Vallarta airports, which were most impacted by the recent disruptions. In any case, Sureste, which doesn't operate any airports near where the events occurred...

尽管美国总统特朗普升级对伊朗的威胁，标普500指数仍然连续第四个交易日上涨。 标普500指数上涨0.4%， 纳斯达克 100指数上涨0.6%。 衡量市场波动的VIX指数徘徊在24附近。 特朗普在他设定的最后期限前加大威胁，要求伊朗重新开放霍尔木兹海峡，否则将面临进一步针对民用基础设施的打击。 与此同时，有媒体报道称，伊朗在周一早些时候拒绝了临时停火提议。 “市场看到‘胡萝卜’，也看到‘大棒’，一方面是停火谈判，另一方面是继续轰炸，”Interactive Brokers首席策略师Steve Sosnick表示。“除特朗普讲话初期短暂波动外，股市和油市整体反应平淡，投资者显然仍希望敌对行动不会迅速升级。” 投资者还消化了弱于预期的经济数据。美国服务业3月扩张步伐放缓，就业指标降幅为2023年以来最大，投入成本明显加快上涨。 22V Research的Kevin Brocks表示，伊朗战争拖累企业信心并不令人意外，“对美联储而言，这里几乎没有新的信息。” 原油价格继续小幅走高。OPEC+周日警告称，中东能源基础设施受损可能在冲突结束后仍对供应产生长期影响。 摩根士丹利 认为，美股可能在触底，建议开始增持，尤其是周期性板块和高质量成长股。 截至收盘，标普500指数上涨0.4%，报6611.83点； 道琼斯 工业平均指数上涨0.4%，报46669.88点； 纳斯达克综合指数上涨0.5%，报21996.34点； 纳斯达克100指数上涨0.6%，报24192.17点； 罗素2000指数上涨0.4%，报2540.643点。 责任编辑：丁文武

Nvidia-backed (NVDA) Australian artificial intelligence company Firmus Technologies has raised $505

格隆汇4月7日｜中国驻乌克兰大使马升琨6日会见乌克兰经济、环境和农业部副部长奥芙洽连科、食品安全与消费者保护署署长特卡丘克。马大使代表中国海关总署与特卡丘克署长签署《关于乌克兰小麦粉输华检验检疫和卫生要求议定书》。奥芙洽连科表示，乌愿继续增加对华农产品出口种类。

由于特朗普加大对伊朗的威胁，要求伊朗在周二的最后期限之前达成协议，否则将摧毁其关键基础设施，原油价格走高，黄金则小幅下跌。伦敦金属交易所因假期休市。 原油：油价走高 特朗普最新威胁的影响盖过霍尔木兹海峡通行量上升 油价上涨，特朗普暗示对伊朗的打击行动最早可能在周二升级，这令人进一步担忧即将到来的军事行动将破坏在恢复霍尔木兹海峡能源流动方面取得的初步进展。 WTI在约6.60美元的区间内波动，结算价上涨0.8%至每桶112美元上方。特朗普表示，若未达成协议，将在周二午夜前摧毁伊朗；此前不久，报道称美军正准备对伊朗的能源目标发动潜在打击。 5月交割的WTI原油上涨0.8%，结算价报每桶112.41美元； 6月交割的布伦特原油小幅上涨0.7%，结算价报每桶109.77美元。 连续冲击令市场进一步担忧下一阶段冲突可能对关键基础设施造成难以逆转的破坏，并进一步扰乱该地区航运。特朗普后来称重开霍尔木兹海峡是“非常重要的优先事项”，此后油价有所回落。 与此同时，霍尔木兹海峡的通行量已升至自美以对伊朗战争初期以来的最高水平。尽管仍低于正常水平，但通行量回升的前景已帮助削减部分此前计入油价的风险溢价。不过，任何进展仍显脆弱。 “船舶或许在航行，但问题是油轮是否也在航行，”大宗商品交易公司Breakwave Advisors LLC的创始合伙人兼管理合伙人John Kartsonas表示，“就石油而言，很少有非伊朗油轮通过该海峡。就我个人来看，情况并没有发生任何实质性的变化。” OPEC+在周末会议后警告称即便战争结束，能源资产受到的冲击仍将对石油供应产生长期影响。鉴于波斯湾石油出口仍然受到限制，成员国计划象征性地提高产量配额。 本周交易量呈下降趋势，包括英国在内的许多经济体周一因复活节假期休市。 贵金属：特朗普对伊朗的最新威胁拖累黄金下跌 受特朗普对伊朗的最新威胁拖累，黄金价格周一下跌。 在特朗普表示可能在周二摧毁伊朗之后，金价下跌0.5%。此前报道称，美军正在为潜在的打击伊朗能源目标的行动做准备。 特朗普发表上述言论后，美元缩减跌幅，美国国债收益率小幅走高，都拖累了黄金走势。 特朗普周一在白宫新闻发布会上表示：“整个国家可能在一个晚上被摧毁，而那一晚可能就是明天晚上。” 伊朗国家通讯社IRNA早些时候报道，伊朗拒绝了停火提议，而是要求永久性结束战争、解除制裁并推进重建工作，此外还要...

In this article HUM CVS UNH Follow your favorite stocks CREATE FREE ACCOUNT Administrator for the Centers for Medicare & Medicaid Services Mehmet Oz speaks during an event sponsored by the Action for Progress Coalition, at the National Press Club in Washington, D.C., U.S., Feb. 2, 2026. Al Drago | Reuters The Trump administration on Monday finalized a 2027 payment rate increase to privately run Medicare plans that was far bigger than initially proposed, a boost to health insurer stocks. The government will increase average Medicare Advantage payments by 2.48%, or more than $13 billion, in 2027, according to a release from the Centers for Medicare & Medicaid Services. The Trump administration in January proposed a payment rate hike of 0.09% , which pummeled shares of insurers that run those plans. Shares of UnitedHealth and CVS Health rose more than 9% in after-hours trading on Monday. Meanwhile, Humana 's stock jumped around 12%. "Medicare Advantage and Part D should work for the people who rely on them," said CMS Administrator Dr. Mehmet Oz in a release. "These updates keep coverage affordable and ensure patients get real value from their plans." The closely watched government payment rate determines how much insurers can charge for monthly premiums and plan benefits they offer and, ultimately, their profits. Medicare Advantage is a privately run health insurance plan contracted by Medicare. More than half of Medicare beneficiaries are enrolled in such plans, enticed by lower monthly premiums and extra benefits not covered by traditional Medicare, according to health policy research firm KFF. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

JPMorgan Chase CEO just raised an alarm about the destructive impact rising inflation could have on stock prices.

Key PointsJPMorgan Chase CEO Jamie Dimon recently highlighted rising inflation as a key threat that could hurt stock prices.

It's a strong start to the week for the fuel cell and hydrogen leader.

Key PointsPlug Power received an award from Hy2gen for a 275 megawatt electrolyzer system that will be part of the Courant project in Quebec.

US rescues airman, vows 'hell' for Iran if Strait stays shut Reuters

There are a growing number of reasons why used EVs have gained in popularity.

The geopolitical conflict in the Middle East has disrupted global energy markets. As a result, oil prices have moved sharply higher. Some may have been hoping for information that would calm tensions when President Trump addressed the people of the United States at the start of April. However, little new information was provided, and oil prices rose the next day. Before you buy an energy stock today, or any day, you need to understand three basic facts about the sector. When you step back and look at the long-term picture, the current volatility in the energy sector isn't unusual. Oil and natural gas are commodities sensitive to supply and-demand dynamics. The balance is easily disrupted by factors such as geopolitical conflicts, natural disasters, and economic swings. Dramatic, often swift, price moves higher and lower are fairly common and should be seen as a normal aspect of the industry. Right now, news flow and emotions are the two key forces moving the energy sector. Image source: Getty Images. Continue reading

Welcome back to Canada Daily, the newsletter on business, economics and politics from Vancouver to Montreal and beyond. If this was forwarded to you, sign up here . Canadian Jeremy Hansen is one of four astronauts on their way to being the nearest any human has gotten to the moon in more than 50 years. Bloomberg’s Loren Grush has turned out comprehensive coverage of the Artemis II mission, detailing its multibillion-dollar cost , historic nature and even its toilet troubles. Just before 2 p.m. Toronto time today, the crew surpassed the Apollo 13 distance record set in 1970 — meaning they’ve traveled farther from Earth than anyone else. About 45 minutes later, the Lockheed Martin-built Orion capsule oriented its windows toward the moon, allowing the crew to begin photographing the far side of the lunar surface and features never before seen by humans. Early in the official flyby period, mission specialist Christina Koch said the crew marveled at seeing both the moon and Earth at the same time. “We will continue our journey even further into space before Mother Earth succeeds in pulling us back to everything that we hold dear,” Hansen said as the crew broke the record. “But we most importantly choose this moment to challenge this generation and the next to make sure this record is not long lived.” Artemis II is set to make its closest approach to the moon around 7 p.m., reaching its farthest distance from Earth minutes later. Things have gone fairly smoothly so far, aside from issues with the toilet . The commode’s system for pumping wastewater into space wasn’t working well, precluding urination (although bowel movements were still permitted). After some wrangling, NASA gave crew members the “go” late on Saturday for “all types of uses of the toilet.” The space agency has long-term plans to set up a base on the moon where astronauts can live and work. Also in this newsletter: lower consumer confidence , higher trucking costs and a strong reception for robot umpires ....

At a press conference, the US president, Donald Trump, addressed his latest deadline for Tehran to reach a deal (8pm ET on Tuesday), adding: “The entire country can be taken out in one night, and that night might be tomorrow night.” Trump also threatened to jail a journalist – or journalists – who reported that a second US airman was missing after being shot down by Iran on Friday in an effort to identify their source. The White House did not immediately respond to a request for specifics about the media company Trump was referring to. A White House official later said an investigation was under way. Middle East crisis live: Trump says Iran ‘can be taken out in one night, and that might be tomorrow night’ Trump threatens to jail journalist to find source of second missing airman report Continue reading...

克利夫兰联邦储备银行行长贝丝·哈马克表示，如果通胀率持续高于美联储2%的目标，那么加息或许是适宜之举。 哈马克周一接受美联社采访表示，她更希望官员将利率维持“相当一段时间”不变。 她还设想了需要上调或下调利率的情境。 哈马克表示，如果劳动力市场显著恶化，“我可以预见我们需要降低利率的情境”。 “或者，如果通胀持续高于我们的目标，我也可以预见我们可能需要上调利率的情境，”她说道。 哈马克表示，克利夫兰联储的预估显示，4月通胀率可能达到3.5%。 哈马克表示，“如今通胀已经连续五年多高于我们的目标水平”，如果进一步上升，则表明通胀“正朝着错误的方向发展，偏离我们2%的目标。” 哈马克今年就货币政策拥有投票权，她在1月和3月支持了维持利率不变的决定。 责任编辑：丁文武

格隆汇4月7日｜随着伊朗战争推高了能源价格，而就业市场依然低迷，美联储哈玛克和古尔斯比均认为通胀比就业问题更为严重，暗示他们支持收紧而非放宽的货币政策。在一次采访中，两人被要求用颜色来评估经济形势，从“火烧眉毛”的红色到“一切顺利”的绿色。古尔斯比在谈到通胀前景时说道：“至少是橙色。情况不太乐观”。 “我原本乐观地认为我们会重回2%的通胀目标轨道，但哎呀，最近情况急转直下。”哈玛克也对通胀感到忧虑，她指出通胀已经连续五年高于目标水平，并且在过去两年里“基本处于横盘”的状态，“现在绝对是更鲜艳、更明亮的橙色。”而在就业方面，哈马克称她对前景持乐观态度，或许是黄绿色。古尔斯比则将劳动力市场评为“黄色”。

Source: Bloomberg, 5:55

伊朗伊斯兰共和国广播电视台援引联合军事指挥部发言人报道，伊朗对美国和以色列的军事行动不会受到特朗普威胁的影响。 发言人称，特朗普的威胁“源于陷入僵局”，并且是为了给“美军接连失败”做辩解。 责任编辑：丁文武

NicoElNino/iStock via Getty Images Why KWEB Is Underperforming KraneShares CSI China Internet ETF ( KWEB ) has dropped 20% so far this year, approaching the April 2025 low when fears of a trade war rattled global financial markets. It seems that investors are throwing in the towel on Chinese tech stocks, giving back entire gains over the past 12 months. KWEB tracks top internet and technology companies listed in Hong Kong. Many of these are large components in the Heng Sheng Technology Index (-15% YTD). Since the start of this year, we've seen a steep divergence compared to the Heng Sheng index and China's onshore A-share index. However, onshore Chinese ETFs are more resilient, even outperforming U.S. indices this year. For instance, both Xtrackers Hvst CSI 300 China A-Shs ETF ( ASHR ) and KraneShares Bosera MSCI China A 50 Connect Idx ETF ( KBA ) only fell 2% YTD. Why should we buy the "loser" KWEB? KraneShares To answer that question, we need to figure out the fundamental reasons behind the selloff. KWEB's top holdings are concentrated in certain business exposures, which embed idiosyncratic risks. That can deviate from the broader market index. The table you see above shows the top 10 names in KWEB, making up more than 50% of the total weight. The ETF is underperforming when these stocks are selling off. But why are these stocks falling out of favor? They are laggards because they are in the middle of business transitions. Some are shifting away from e-commerce and legacy advertising to AI, cloud computing, and quick commerce. The pivots will sharply decelerate near-term revenue growth, as traditional segments (slowing the most) still play big roles in the revenue mix. The transitions create higher costs and uncertainties. Additional headwinds come from higher CapEx to fund new business initiatives, causing sharp declines in earnings and FCF. I wouldn't be surprised to see negative YoY growth The recent earnings season further exacerbated bearish sentiment as wel...

Plug Power (NASDAQ:PLUG) , a hydrogen fuel cell systems developer, closed Monday at $2.69, up 11.62%. The stock moved higher after Plug Power secured a 275-megawatt GenEco electrolyzer award for Hy2gen Canada’s Courant project. Investors are watching how this scale win shapes near-term order momentum and profitability expectations. Trading volume reached 98.5 million shares, coming in about 7% above its three-month average of 92 million shares. Plug Power IPO'd in 1999 but its lack of profitability has led to a 98% decline since going public. S&P 500 (SNPINDEX:^GSPC) added 0.43% to finish Monday at 6,611, while the Nasdaq Composite (NASDAQINDEX:^IXIC) rose 0.54% to close at 21,996. Within hydrogen fuel cell systems, industry peers Bloom Energy (NYSE:BE) closed at $135 (-0.46%), while FuelCell Energy (NASDAQ:FCEL) ended at $6.67 (+1.06%) as investors monitored clean-power contract pipelines. Plug Power’s new electrolyzer project award announced late last week is one of the most significant electrolyzer awards Plug has received to date. It has heightened investor optimism for stronger order momentum and a feasible path to profitability. Continue reading

Target's digital business just hit an all-time high as a percentage of total merchandise sales, showing that the company can hold its own against Amazon and Walmart in an increasingly digital era.

Key PointsTarget's digital sales crossed 20% of its total annual merchandise in fiscal 2025.

Kevin Dietsch/Getty Images News Kevin Hassett, director of the White House's National Economic Council, expects U.S. production to surge due to fiscal policy fueling factory construction and AI increasing productivity, all of which should lower inflation, he said on Monday. He expects that inflationary pressures from the Iran war, which has led to soaring oil prices, should quickly abate once the conflict is resolved. Furthermore, the effect from war should be viewed as a one-off increase to prices, which the Federal Reserve typically “looks through” when setting monetary policy. Meanwhile, the infrastructure investment agreements secured by the Trump administration, combined with increased use of AI, are expected to kick in. " $18T of new spending, AI increasing productivity — it puts downward pressure on inflation, and that should take the pressure off the Fed," he said in an interview on CNBC. "They should be able to lower rates, and I expect that that’s what’s going to happen when my friend Kevin Warsh gets in there." The Senate plans to hold its confirmation hearings for Kevin Warsh as Fed chair on April 16, according to reporting by Politico. Warsh's confirmation, though, could be delayed by months as some senators object to the Justice Department's investigation into current Fed Chair Jerome Powell's handling of the Fed's multibillion-dollar renovation project. Sen. Thom Tillis (R-NC), who is on the Senate Banking Committee, has said he'll block a vote on any candidate for the Fed chair as long as the DOJ probe of Powell continues. Hassett calls the Iran war's impact on oil and inflation a "temporary disruption." He focuses on the expected increase in construction, noting that the NEC is tracking 100 groundbreakings due to deals the administration has reached. That has increased employment in the construction industry in the last few months, he said. Eventually, that will lead to increased employment in the factories and higher production. "A gain, you can’t ...

KDB Index Linked PF ELS-Derivatives 63 (K55205B75335.KS) 持股 Yahoo 財經

Amazon and the U.S. Postal Service have a parcel delivery in plan in place that will see a 20% reduction in package volumes. FedEx and UPS stock both fell around 1% on Monday.

Rivals OpenAI , Anthropic PBC , and Alphabet Inc. ’s Google have begun working together to try to clamp down on Chinese competitors extracting results from cutting-edge US artificial intelligence models to gain an edge in the global AI race. The firms are sharing information through the Frontier Model Forum, an industry nonprofit that the three tech companies founded with Microsoft Corp. in 2023, to detect so-called adversarial distillation attempts that violate their terms of service, according to people familiar with the matter. The rare collaboration underscores the severity of a concern raised by US AI companies that some users, especially in China, are creating imitation versions of their products that could undercut them on price and siphon away customers while posing a national security risk. US officials have estimated that unauthorized distillation costs Silicon Valley labs billions of dollars in annual profit, according to a person familiar with the findings who described them on condition of anonymity. OpenAI confirmed it’s part of the information sharing effort on adversarial distillation through the Frontier Model Forum and pointed to a recent memo it sent to Congress on the practice, where it accused Chinese firm DeepSeek of trying to “free-ride on the capabilities developed by OpenAI and other US frontier labs.” Google, Anthropic, and the Frontier Model Forum declined to comment. Distillation is a technique where an older “teacher” AI model is used to train a newer, “student,” model that replicates the capabilities of the earlier system — often at a much lower cost than producing an original model from scratch. Some forms of distillation are widely accepted and even encouraged by AI labs, such as when companies create smaller, more efficient versions of their own models, or allow outside developers to use distillation to build non-competitive technologies. Read More: OpenAI Claims DeepSeek Distilled US Models to Gain an Edge Yet distillation has been ...

(Bloomberg) -- Rivals OpenAI, Anthropic PBC, and Alphabet Inc.’s Google have begun working together to try to clamp down on Chinese competitors extracting results from cutting-edge US artificial intelligence models to gain an edge in the global AI race. The firms are sharing information through the Frontier Model Forum, an industry nonprofit that the three tech companies founded with Microsoft Corp. in 2023, to detect so-called adversarial distillation attempts that violate their terms of servic

Here’s Why Warren Buffett and Ken Griffin Love Apple (AAPL) Insider Monkey