Key facts: KeyBanc Lifts Micron $600; SK Hynix Files US ADR, Volatile TradingView

以色列国防军当地时间6日发表声明说，以色列空军根据情报对伊朗德黑兰发动袭击，致使伊朗伊斯兰革命卫队下属“圣城旅”特种作战部队（840部队）的指挥官阿斯加尔·巴盖里身亡。声明称，巴盖里在5日的袭击中身亡。巴盖里2019年起担任“圣城旅”特种作战部队指挥官，曾在“圣城旅”担任一系列重要职务，“参与了全球范围内针对以色列人和美国人的袭击”。（央视）

格隆汇4月7日｜道琼斯指数4月6日（周一）收盘上涨165.21点，涨幅0.36%，报46669.88点； 标普500指数4月6日（周一）收盘上涨29.33点，涨幅0.45%，报6612.02点； 纳斯达克综合指数4月6日（周一）收盘上涨117.16点，涨幅0.54%，报21996.34点。

格隆汇4月7日｜从接近乌克兰情报部门的消息人士处获得的消息，俄罗斯向伊朗提供了“以色列境内55个关键能源基础设施目标”的名单。

May NY world sugar #11 (SBK26 ) on Monday closed down -0.03 (-0.20%), and May London ICE white sugar #5 (SWK26 ) did not trade with UK markets closed for the Easter Monday holiday. NY sugar prices slid to a 2-week low and settled lower on Monday due to negative...

May arabica coffee (KCK26 ) on Monday closed up +2.65 (+0.90%), and May ICE robusta coffee (RMK26 ) did not trade with UK markets closed for the Easter Monday holiday. Arabica coffee moved higher on Monday amid strength in the Brazilian real (^USDBRL ). The real rose to a 3.5-week...

May ICE NY cocoa (CCK26 ) on Monday closed down -10 (-0.31%), and May ICE London cocoa #7 (CAK26 ) did trade with UK Markets closed for the Easter Monday holiday. Cocoa prices settled lower on Monday and are under pressure amid signs of weak chocolate demand. According to Bloomberg...

格隆汇4月7日｜欧洲理事会主席科斯塔表示，升级对伊朗的战争不会带来停火与和平。

Intel in Talks With Amazon and Google. A Packaging Pivot That Could Reshape Chip Making

2 Hypergrowth AI Stocks to Buy in the Current Sell-Off The Motley Fool

Oracle's ( ORCL ) decision to appoint Hilary Maxson as its new CFO makes sense as its Oracle Cloud Infrastructure unit becomes more critical to the overall health of the company, investment firm RBC Capital Markets said. “Stepping back, while we find the leadership change interesting following recent changes announced in September (recall, in September, Oracle announced numerous leadership changes including the promotion of Doug Kehring [former EVP of Operations] to Principal Financial Officer), we think the appointment of Ms. Maxson makes sense as OCI scales and becomes more critical, particularly given her background and given ongoing resource/power constraint challenges facing the industry,” analyst Rishi Jaluria wrote in a note to clients. Jaluris has a Sector Perform rating on Oracle and a $160 price target on the stock. Maxson, who joins from Schneider Electric, will report to CEO Clay Magouyrk in her new role. As for Kehring, he will transition to focus on go-to-market operations, the company said. In March, Oracle said cloud revenue (which includes infrastructure and applications) came in at $8.9B, up 44% year-over-year, above the $8.84B estimate. Total revenue for the period rose 22% year-over-year to $17.19B. Analysts had expected adjusted earnings of $1.70 per share on $16.89B in revenue. More on Oracle Oracle: OCI And Multicloud Execution Shift The Narrative To Buy (Rating Upgrade) Oracle: Building Immunity To 'SaaSpocalypse' As It Lives Up To Its AI Potential Oracle: Funding AI Capacity With Layoffs SA analyst upgrades/downgrades: MU, ORCL, SMCI, LTM Oracle appoints Hilary Maxson as CFO

Oracle changing finance chiefs makes sense as cloud becomes more critical: RBC (ORCL:NYSE) Seeking Alpha

迈克尔·塞勒的Strategy以及由Fundstrat的汤姆·李担任主席的以太坊累积公司Bitmine，在本周初领涨加密货币板块。这两家公司各自上涨了约6%。 Strategy还报告称，在暂停一周后，已于过去一周恢复购买比特币。 Bitmine Immersion Technologies报告称，其持有ETH代币总供应量近4%的份额。该公司的目标是收购、持有并质押以太坊总供应量的5%。 责任编辑：张俊 SF065

Lower EPS view highlights slowing momentum

Saran_Poroong/iStock via Getty Images By Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights When your background is in macroeconomic and market strategy, there’s an unstated expectation that you can opine on everything. For example, I wasn’t a microbiologist in 2020 during the COVID-19 pandemic, although I often felt like I was struggling to play one on television. In much the same way, I’m not a military strategist today - nor an expert on the inner thinking of US President Trump, Israeli Prime Minister Netanyahu, or Iranian Ayatollah Mojtaba Khomeini. It’s probably for the best. When you convince yourself that you understand the motivations and goals of political and military leaders, markets would likely have a way of humbling you quickly. This past week was a reminder. At various points, markets signaled that the war was intensifying, then nearing an end, and intensifying again. 1 Trying to trade in reaction to each headline is a recipe for being whipsawed. In periods like this, we come back to what we do best. We focus on interpreting what markets themselves are telling us. Business cycle indicators have shown only gradual deterioration Let’s start with the business cycle. As we’ve been saying, our preferred cyclical indicators are trending in the wrong direction, but they aren’t pointing to disaster. Credit spreads have modestly widened, 2 inflation expectations have trended higher, 3 and the US dollar has modestly strengthened. 4 The rise in inflation expectations has led investors to expect further rate increases from the European Central Bank, the Bank of England, and even the Bank of Japan. 5 Taken together, this gradual - but not meaningful - deterioration in cycle indicators suggests that markets still appear to believe in an exit ramp and an eventual resumption of the expansion once near-term uncertainty fades. Global signals point toward a slowdown Tactically, the picture has softened. Our short-lived global expansion signal h...

格隆汇4月7日｜美股周一收盘，道指初步收涨0.36%，标普500指数涨0.45%，纳指涨0.5%。AMC院线(AMC.N)涨12%，Strategy(MSTR.O)涨6%，超微电脑(SMCI.O)跌5%，特斯拉(TSLA.O)跌2%。纳斯达克中国金龙指数收跌0.2%，爱奇艺(IQ.O)跌4%。

Public Service Enterprise Group ( PEG ) is historically known as a utility company, but recently it has been exploring opportunities in the data center sector in order to supply the hyperscalers with the required energy for their data centers, specifically in the PJM region. PEG operates through two businesses. PSE&G is the infrastructure segment that generates stable returns and is responsible for distributing and delivering electricity to customers, in addition to PSEG Power, which produces and sells electricity in wholesale markets and is the primary growth engine of its parent company. The company owns giant nuclear plants like Hope Creek and Salem 1 and 2, which produce together around 3,758 megawatts of carbon-free energy. What distinguishes nuclear energy is that it meets the needs of hyperscalers and the accelerating demand for AI, as it is clean and stable unlike other sources. Recent operational developments reveal that the large load inquiries on the PSE&G network reached approximately 11,800 megawatts , reflecting the eagerness of data centers for power. PSE&G is already developing the infrastructure for a data center in Kenilworth to bring 100 MW by 2027 and can scale it up to 300 MW in two years, which could lead the market to reclassify it from a utility company to an AI infrastructure play. The Capacity Problem The AI models require huge computing power and therefore an enormous amount of electricity. Morgan Stanley indicates that the global demand for energy will increase by over a trillion kilowatt-hours annually until 2030, as data centers represent 20% of this growth, and the U.S. alone will consume 130 gigawatts by 2030, which is equivalent to the consumption of 114 million homes. The challenge facing hyperscalers such as Meta or Amazon, etc., is securing a stable long-term energy source to fulfill the need for the AI revolution, as relying on renewable sources such as solar and wind is excellent but unstable because it depends on weather condit...

With gasoline prices averaging above $4 a gallon nationally, drivers are grappling with a sharp rise in fuel costs. How can you get the most out of every fill-up?

Shareholders of Oracle Corporation Should Contact Levi & GlobeNewswire

Data center builder Firmus Technologies Pty raised $505 million in an investment round led by Coatue Management LLC , part of a global push to finance artificial intelligence infrastructure. The deal values the Australian startup at $5.5 billion, Firmus said Thursday. Nvidia Corp. , the top maker of AI accelerator chips, also participated in the round. The cash will go toward rapidly deploying AI hardware based on forthcoming Nvidia computer technology in the Asia-Pacific region. Firmus, which has data center projects in Australia and Singapore, has raised $1.35 billion in the last six months, including this latest transaction. Firmus is leading an effort called Southgate, a plan to build data center capacity in Australia that runs on renewable energy, starting with a site in Tasmania. That facility will house computers based on 36,000 Nvidia accelerator chips after its first two rounds of technology deployments. The powerful processors help develop and run AI models by bombarding them with data. Nvidia, often in partnership with venture capital investors, has invested billions of dollars in AI companies. It’s aiming to help cultivate an industry that has already fueled explosive sales growth and turned Nvidia into the world’s most valuable business. As with the Firmus funding, Nvidia is backing companies that also buy its products. Some investors have expressed concern about the circular nature of these deals, something Nvidia has pushed back on. Read More: A Guide to the Circular Deals Underpinning the AI Boom Coatue, which has more than $70 billion in assets under management, has made its own push into AI technology. The New York-based investment firm has backed computing infrastructure as well as service providers like OpenAI and Anthropic PBC. Read More: OpenAI Set to Raise $10 Billion From MGX, Coatue, Thrive Firmus is using Vera Rubin DSX, a design provided by Nvidia for building what it calls AI factories. Vera Rubin is the code name for a new generation of ...

(Bloomberg) -- Data center builder Firmus Technologies Pty raised $505 million in an investment round led by Coatue Management LLC, part of a global push to finance artificial intelligence infrastructure. The deal values the Australian startup at $5.5 billion, Firmus said Thursday. Nvidia Corp., the top maker of AI accelerator chips, also participated in the round.The cash will go toward rapidly deploying AI hardware based on forthcoming Nvidia computer technology in the Asia-Pacific region. Fir

北韓領袖金正恩的胞妹、勞動黨中央委員會部長金與正，積極評價南韓總統李在明就無人機事件的表態。 朝中社周一報道，金與正提到早前有南韓無人機入侵北韓領空，李在明對相關事件表示遺憾，又稱南韓政府會採取措施防止同類事件再次發生。金與正認為南韓回應是明智之舉，又稱若再有挑釁事件，韓方將付出難以承受的代價。 今年初有南韓無人機闖入北韓領空，李在明周一在青瓦台主持會議期間，提到無人機事件並非政府本意，由於有人作出魯莽行為，引發不必要的軍事緊張局勢，韓方對平壤政府表示遺憾。