william87/iStock Editorial via Getty Images Co-authored by Kody's Dividends Have you ever met someone who was extremely nice and pleasant to be around but was ultimately extremely forgettable? My wife and I had an acquaintance in college whom we enjoyed spending time with, but incidentally, we routinely failed to think of them when we were making plans. We didn't have anything against them, and while we were not exceptionally close friends with them, we would spend time with them occasionally. They were someone who just seemed to fall through the cracks within our social circle. When it comes to investing, investors often struggle with this same problem. You see, we have companies we hear about regularly, and we just assume that because everyone is aware of them, they're going to be extremely overvalued or perhaps extremely unattractive as an investment at all. We would assume that because they're so well known, they will be extremely crowded companies, and the value is just not going to be there to be attractive. However, I have found that there are some companies that simply slip through the cracks of investors' minds because of those reasons, and the value remains attractive even though they're exceptionally well-known. Likely, when it comes to a company's credit rating, you ask yourself what the credit rating is by Moody's or S&P Global. Yet do you invest in those companies that have such a massive, well-known reach, or do you look right past them? A Legendary Business With a Tailwind Trifecta Moody's Q4 2025 Earnings Presentation Moody's Corporation ( MCO ) is a multifaceted business with multiple well-known segments. Readers are probably most familiar with its Moody's Investors Service or MIS segment, which forms a global duopoly alongside S&P Global ( SPGI ). Any time corporate debt is refinanced or new debt is raised, a fee is charged by these rating agencies. That comprised approximately half (53.4%) of the company's $7.72 billion in total 2025 revenue . Th...

Sundry Photography/iStock Editorial via Getty Images In the past two weeks, Gilead Sciences, Inc. ( GILD ) made several headlines by announcing acquisitions as well as collaborations that justify a closer look at the stock. In November 2025, I published my last article about Gilead Sciences and was rather bullish about the stock. In the conclusion I wrote: Although investing is always about probabilities and different scenarios, I am rather bullish about Gilead Sciences. Not only am I bullish about the stock in the long run, but I also see Gilead Sciences as being a reasonably recession-resilient pick (in case of the U.S. economy rather struggling in the next few years). However, this does not rule out the risk of a lower stock price in the next few months and quarters, which is a possibility. Nevertheless, I rather expect Gilead Sciences to break out of its corrective pattern to the upside, and I rather see higher stock prices in the coming months. Since my last article was published, Gilead Sciences increased about 11% in value (even 12.5% when including dividends) and clearly outperformed the S&P 500. The stock even climbed to an all-time high of $157 but corrected again. In the following article, I will look at the recent acquisitions in more detail and explain why I will hold on to my Gilead Sciences shares and still expect about a 10% annual return for the years to come. Fiscal 2025 Results Before we look at Gilead Sciences' acquisition in more detail and the implications this might have for the business and investors, we look at the latest results Gilead Sciences reported about two months ago, on February 10, 2026. Total revenue increased from $28,754 million in the previous year to $29,443 million in fiscal 2025, resulting in 2.4% year-over-year top-line growth. Once again, we should exclude Veklury sales, which continue to decline and were extremely high in the last few years due to COVID-19. Looking at the total product sales excluding Veklury, Gilead Scie...

Sustainability is moving beyond high-level ESG rhetoric and becoming more embedded in how investment mandates and RFPs are structured — but what is actually changing in practice? In this episode of the ESG Currents podcast, Sarika Goel, global head of sustainable investment manager research at Mercer, joins Bloomberg Intelligence Senior ESG Analyst Shaheen Contractor to unpack how sustainability expectations are shifting within investment mandates and manager selection. They explore how ESG requ

GLTK Reports 21% Revenue Growth and Expands AI Platform Commercialization GLTK Reports 21% Revenue Growth and Expands AI Platform Commercialization

The Snap lets you frame selfies using your phone’s best cameras. Insta360 just announced the Snap, a new smartphone accessory designed to improve the quality of your selfies. It works like a digital mirror magnetically attached to the back of your Android or iOS smartphone so you can preview and properly frame shots using its more capable rear cameras, while touchscreen functionality lets you control camera apps without having to constantly flip your phone around. After testing the Snap with my iPhone 16 Pro for a week I found it to be an effective way to use my phone's multiple rear cameras for selfies, but the accessory is not without some frustrating quirks. The Insta360 Snap Selfie Screen is availabl … Read the full story at The Verge.

香港院校科研成果大爆發，上學年八大知識轉移收入高達142億元，按年大增22%，再創新高。從沙漠螞蟻到太空科技，本地大學正將頂尖科研轉化為推動經濟的新引擎。 ▌ 城大「無電製冷塗料」：靈感來自撒哈拉銀蟻 降溫8度節省三成電力 城市大學團隊模仿撒哈拉沙漠銀蟻毛髮結構的特殊散熱機制，研發出「無電製冷塗料」。塗在屋頂可使室溫降低6至8度，節省高達三成電力。這項技術已應用於全球30多個國家或地區，包括香港紅磡體育館和迪拜購物中心。 ▌ 港大噴鼻式流感疫苗、殺病毒不鏽鋼 中大新型太陽能薄膜 理大近視眼鏡片 香港大學近年研發出「噴鼻式」流感疫苗，以及可自動殺滅表面病毒的不鏽鋼產品；中文大學研發出高效率的新型太陽能薄膜材料，安裝在建築物外牆或窗戶即可發電；理工大學研發出可減慢小朋友近視的眼鏡片。這些成果展現本地院校的多元科研實力。 ▌ 「產學研1+計劃」配對商界資助 InnoHK聯手哈佛史丹福劍橋 以往許多大學科研成果停留在論文階段，今屆政府推出「產學研1+計劃」，與商界配對資助，激勵科研轉化為產品。政府還在科學園建立創新集群InnoHK，邀請本地院校與哈佛大學、史丹福大學、劍橋大學等國際頂尖機構合作成立研究中心，讓香港在特定領域迅速形成產業規模，吸引全球風險投資者。 政府正釋放香港院校頂尖的科研能力和金融體系優勢，將知識產權轉化為推動經濟的新引擎和改善生活質素的持久動力。香港，不只是金融中心。

SUMMARY AND KEY POINTS: Cerence xUI™ will power BYD’s conversational in-car AI assistant for global customers.Cerence xUI will deploy in new BYD vehicles this spring following an accelerated deployment timeline.The Cerence xUI platform enables BYD to deploy advanced LLM-powered features across regions, languages, and vehicle lines at speed — combining automotive-grade reliability with rapid time to market at global scale. BURLINGTON, Mass., April 08, 2026 (GLOBE NEWSWIRE) -- Cerence Inc. (NASDAQ

SAN FRANCISCO, April 08, 2026--Unity (NYSE: U), the world’s leading game engine, and Meta today announced an extended multi‑year platform support and enterprise agreement that deepens the companies’ long‑standing collaboration in virtual reality.

Santee Cooper, South Carolina's largest public power provider, has implemented Oracle Utilities Customer Cloud Service to enhance customer operations for its electric account holders. By moving its customer platform to the cloud together with its existing Oracle's SaaS meter solution, the utility now has a modern customer platform to increase system reliability and free resources for service innovation. Already, Santee Cooper's nightly billing processes are running on average three hours faster

SAN JOSE, Calif., April 08, 2026--SambaNova today announced the next phase of its collaboration with Intel: a heterogeneous hardware solution that combines GPUs for prefill, Intel Xeon® 6 processors as both host and "action" CPUs, and SambaNova RDUs for decode to deliver premium inference for the most demanding Agentic AI applications. The design will be made available in H2 2026 to enterprises, cloud providers, and sovereign AI programs that want to run coding agents and other agentic workloads

Shares in the chip maker rise as the cease-fire deal between the U.S. and Iran sparks a broad market rally.

South Carolina utility cuts nightly billing time by 3 hours with Oracle stocktitan.net

NVIDIA just can't stop making multi-billion dollar investments in AI stocks. See what its latest investment in Marvell signals going forward.

The sale of the controlling stake in Associated British Ports has attracted initial interest from potential bidders including KKR & Co. as well as BlackRock Inc. ’s Global Infrastructure Partners , according to people familiar with the matter. Brookfield Asset Management Ltd. and Dubai-based port operator DP World Ltd. are also planning to study the asset, the people said, asking not to be identified as the information is private. Canada Pension Plan Investment Board and Omers Administration Corp. are looking to sell their combined 64% stake in AB Ports, seeking about £10 billion ($13.2 billion) in a deal, the people said. Considerations are ongoing and there’s no guarantee a transaction will take place, the people said. Representatives for Brookfield, CPPIB, GIP, KKR and Omers declined to comment, while DP World didn’t respond to requests for comment. AB Ports is the largest port operator in the UK with 21 facilities in England, Scotland and Wales, handling about 25% of the country’s seaborne trade, its website shows. CPPIB owns a 33.9% stake in AB Ports, while Omers holds 30%, according to the latest financial statement . The rest is held by Singpaore’s GIC Pte, Hermes Infrastructure and Wren House, a direct infrastructure investment arm of the Kuwait Investment Authority. DP World already operates two deepwater ports and freight rail terminals at London Gateway and Southampton with about 5,500 employees in the UK, according to its website .

Kuomintang Chairwoman Cheng Li-wun leads a delegation to pay respects at the Sun Yat-sen Mausoleum on the morning of April 8. Photo: Xing Guangli/Xinhua The leader of Taiwan’s main opposition party called for an end to cross-strait hostility during a historic visit to the Chinese mainland on April 8, marking the first tour by a sitting Kuomintang chairwoman in nearly a decade. Leading a delegation across the strait, Kuomintang Chairwoman Cheng Li-wun paid her respects at the Sun Yat-sen Mausoleum in Nanjing on Wednesday morning before delivering a speech. Her delegation flew from Taipei to Shanghai’s Hongqiao Airport around noon on Tuesday before transferring to Nanjing.

美国总统特朗普8日在社交媒体发文说，美国将与伊朗密切合作，美提出的包含“15点计划”的停战方案中的许多内容已经形成一致。伊朗将不会进行铀浓缩活动，美国将与伊朗合作，挖掘并清除所有深埋的核“尘埃”，美国正在并将与伊朗讨论关税减免与制裁解除事宜。(新华社)

Wall Street Sees 58% Upside in Microsoft (MSFT) After Selloff AOL.com

近年来，随着近视、老花眼人群的增多，加上眼镜还是兼顾功能与时尚的“生活单品”，眼镜市场快速发展起来，最近就有眼镜品牌冲击IPO。 格隆汇获悉，近日，浙江毛源昌眼镜股份有限公司（简称“毛源昌眼镜”）向港交所递交招股书，拟在香港主板上市，华富建业企业融资为其独家保荐人。 毛源昌眼镜 专注于处方眼镜销售 ，是浙江和甘肃两省领先的区域性眼镜零售连锁运营商，拥有270多家眼镜店，2025年营收超2.6亿元，毛利率高达61%，但公司近几年业绩存在波动，还在上市前多次派息。 如今眼镜店的生意好做吗？不妨通过毛源昌眼镜来一探究竟。 01 约8成收入来自处方眼镜，销售依赖线下门店 毛源昌眼镜提供专业的验光及视力保健服务，所售产品大部分为 近视、远视及老花处方眼镜 ，以及青少年近视防控产品和渐进多焦点镜片。公司提供处方镜片、镜框产品，以及太阳镜、AI眼镜、运动眼镜。 截至2026年3月27日，公司产品系列包括毛源昌、MYC、睛宜等9个自有品牌，以及上百个国内外第三方品牌，其 门店以毛源昌、兰科达品牌运营 。 公司部分门店情况，图片来源于招股书 2023年、2024年及2025年（简称“报告期”），毛源昌眼镜销售 处方眼镜的收入占收入的约80% ，占比较大；处方服务、成品眼镜、隐形眼镜和视力保健产品、辅助产品、加盟费等业务收入占比较低。 按产品与服务类别及品牌定位划分的销售额明细；图片来源于招股书 公司自有品牌产品的零售价格在30元至3000元之间；第三方品牌眼镜产品零售价主要在200元至2500元。报告期内， 第三方品牌眼镜产品占公司收入的65%以上 ，占比较大。 中国眼镜零售行业上游为眼镜制造所需的原材料及设备供应商，以及眼镜制造商、品牌商；产品通过中游眼镜零售商，卖给终端消费者。 毛源昌眼镜的供应商主要为光学镜片、镜框、太阳镜供应商及OEM供应商。报告期内，公司向五大供应商的采购额分别占同年总采购额的43.9%、46%及45.5%。 公司依赖OEM合作伙伴生产自有品牌产品 ，如果供应商未能维持质量或保护公司的知识产权，可能影响产品供应。 目前，中国眼镜零售市场仍以线下店铺为主导，由实体店承担大部分验光、试戴及交付功能，主要零售业态包括专业连锁眼镜零售商、快时尚眼镜零售商、仓储式眼镜零售商、独立店铺。 毛源昌眼镜的销售也较为依赖线下门店，其门店大部分位于浙江省及甘肃省，也通过天猫网店...

本月早些时候，伊朗伊斯兰革命卫队海军司令阿里礼萨・唐西里及其他在美以打击中身亡者的葬礼。 持续近六周的美伊联合轰炸重创了伊朗的宗教、军事与政治领导层，导致其国内政治陷入混乱，并为军方进一步掌控伊朗政府打开了大门。 周二晚间达成的停火协议局势尚未明朗，这场战争对伊朗领导层以及该国政治体制走向究竟会产生何种近期与中期影响，目前仍不得而知。一向难以捉摸的伊朗政府，如今变得更加不透明。 新任最高领袖穆杰塔巴・哈梅内伊阿亚图拉，自战争初期父亲身亡、接任该职位以来，从未公开露面。截至目前，他仅通过书面声明发声。他的缺席引发外界猜测：伊朗实际掌权者是伊斯兰革命卫队 —— 这支意识形态强硬的军事力量，在过去四十年间已成为伊朗政治与经济领域的重量级角色。 阿拉伯海湾国家研究所高级研究员 阿里 ・阿尔法内在邮件中表示，尽管哈梅内伊是国家元首，但他 “在很大程度上似乎已沦为象征性角色”。 阿尔法内称，近年来伊朗的权力实际上已下放至其他权力中心，包括总统、议会议长、司法总监以及革命卫队高层。而在这一集体领导体系中，革命卫队占据主导地位。 他还表示，革命卫队司令艾哈迈德・瓦希迪准将，以及曾任革命卫队司令、现任哈梅内伊高级顾问的穆赫辛・礼萨伊，均属于务实派人物。二人奉行的策略是 “利用对全球体系 —— 进而延伸至美国国内政治 —— 的经济施压，遏制美国短期内对伊朗采取进一步军事行动”。 阿尔法内周三在社交媒体发文称，对伊朗而言，“活下去就是胜利”。 德国国际与安全事务研究所伊朗安全问题专家哈米德雷扎・阿齐兹表示，战争令伊朗军方领导层遭受重创，也让革命卫队内的新一代领导人得以崛起，他们将在未来数年承担更重要的角色。 阿齐兹称，老一辈革命卫队成员的行事风格受上世纪 80 年代两伊战争影响，而年轻一代则深受 2003 年美国入侵伊拉克、阿拉伯之春起义以及伊朗在中东地区军事干预的塑造。 他表示，这些经历让他们更深刻理解现代混合战争的本质，也更清楚社会不满情绪与外部威胁之间的关联。他补充道，尽管这一年轻群体的意识形态色彩未必减弱，但在应对伊朗民众经济诉求方面可能会更加务实。 此外，革命卫队现任高层的军事战略多是在上世纪 80 年代战场实战中摸索而来，而新一代则接受过专业军事院校的正规教育。 “这些人清楚现代战争意味着什么，军事理论又意味着什么，” 阿齐兹说。他还表示，若现有体制得以存续，这一变化 “实际...

格隆汇4月8日｜开勒股份发布异动公告，公司股票于2026年4月7日、2026年4月8日连续两个交易日内日收盘价格涨幅偏离值累计达到30%，根据《深圳证券交易所交易规则》的有关规定，属于股票交易异常波动。公司于2026年4月7日披露了《关于签署<收购意向协议>的提示性公告》，公司拟通过增资及现金收购部分股东股权的方式取得福建威泰思光电有限公司不低于51%的股权，具体内容详见披露于巨潮资讯网的相关公告。本事项尚处于筹划阶段，对拟收购标的公司尚需进行进一步尽职调查和审计评估，交易方案仍需进一步论证和沟通协商，交易事项仍具有不确定性。

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格隆汇4月8日｜据央视，巴基斯坦总统扎尔达里当地时间4月8日对美国和伊朗当天达成的停火协议表示欢迎，称其为一项及时的举措，为对话、克制和更稳定的地区环境提供了空间。扎尔达里表示，巴基斯坦始终本着诚意致力于缓和局势。他感谢伊朗和美国领导人避免了冲突，选择对话而非破坏。他赞赏各方在达成共识过程中展现出的务实、灵活态度，并指出这样的成果需要政治意愿和优先考虑对话而非对抗的决心。扎尔达里还感谢中国、埃及、土耳其、沙特阿拉伯和俄罗斯等国家在鼓励冷静与对话方面发挥的建设性作用。扎尔达里重申，现在应通过持续对话、建立信任和明确致力于和平解决冲突来巩固停火，并重申巴基斯坦支持一切有助于促进和平、稳定和相互尊重的努力。

格隆汇4月8日｜美国高收益信贷风险指数出现自2025年5月以来最大幅度的改善。

消息不胫而走。近日，厦门新能安科技有限公司（下称“新能安”）通过社交平台发布了一段名为“张雪机车×新能安”的视频，并配文“好戏正开场，敬请期待”，正式官宣与张雪机车达成战略合作，携手进军电摩市场。 据悉，双方首款合作赛道级电摩预计今年下半年亮相、2028年量产，定价或锁定在5万—8万元区间，对标进口中高端电摩。 细数发现，与张雪机车联手的“新能安”，身后有着宁德时代的身影。投中嘉川CVSource数据显示，新能安是宁德时代与ATL合资的锂电池企业，专注于能源存储、短途出行、无人机、清洁工具及泛机器人领域等领域，目前已为多个知名两轮出行品牌提供锂电解决方案。 隐形锂电巨头“牵手”张雪机车 相较于张雪机车凭借820RR-RS赛车，在葡萄牙WSBK赛场中接连夺冠的火爆，“新能安”相对低调，甚至在大众眼中略显陌生。不过，在锂电细分领域，它却是不折不扣的“隐形冠军”。 数据显示，新能安成立于2021年，由宁德时代董事长曾毓群亲自挂帅，宁德时代持股70%，ATL持股30%。成立5年来，新能安已拿下全球无人机电池出货量第一、电动摩托车锂电池市占率第一的成绩；2025年，它跻身《财富》中国科技50强，2024年更是以78.26亿元营业收入位列厦门民营企业百强第23名，迅速成长为行业标杆。 那么，两大“冠军”联手之下，会擦出什么样的火花？ 首先，是机车性能上的突破。根据披露，双方合作的首款合作赛道级电摩，目标直指120km/h+极速、200km+续航、10分钟快充至80%的顶级性能。而这一性能，刚好匹配了张雪死磕技术，对“高性能不妥协”的极致追求。有投资人甚至认为，该性能有望直接对标400cc-600cc级燃油摩托，打破“电摩无高性能”的行业偏见。 其次，是安全标准。针对电摩高速、重载、极端环境的使用场景，新能安有望为张雪机车定制液冷/风冷复合热管理系统、防爆电芯及IP68级防护，通过-30℃至60℃极端温度、1000次充放电循环等严苛测试，实现“赛道稳定、日常安全”，填补国产高性能电摩安全技术的空白。 而最深层的意义，在于对行业格局的重塑。长期以来，摩托车以燃油为主，此次张雪机车与新能安合作后，无疑给了外界一个强烈的信号：电能，同样可以成为高性能机车的动力方式。这对于摩托车行业来说，无疑具有里程碑式的意义。 从某种程度来说，它标志着国产电摩将正式告别“通勤代步”的单一维度，向“高性...

4月8日，商汤绝影发布AI智能终端产品可悠(Care U)。蓝鲸汽车记者从知情人士处独家获悉，该产品将瞄准To B市场，与车企在智能座舱领域进行合作，目前合作对象包括东风、长城、奇瑞等，“合作方式主要是共创模式。”据了解，该产品依托生长型家庭认知记忆框架、全场景多设备智能体协同体系，以及持续自进化能力，可完成从“陪你聊天”到“帮你做事”的跨越，是商汤绝影在智能座舱领域技术积累的延续，有望助力车企打通跨场景服务壁垒。(蓝鲸新闻）

tang90246 Apple ( AAPL ) has agreed to a three-year exclusive supply deal with Samsung Display for foldable OLED panels for its planned foldable iPhone, as other suppliers are currently unable to meet its requirements, a media report said on Wednesday. Samsung Display proposed the exclusivity arrangement, the report said, noting Apple typically works with multiple suppliers to reduce dependence and costs but has limited alternatives. BOE’s foldable panels, including those used by Huawei, are considered inadequate, while LG Display does not yet produce foldable smartphone screens. The exclusivity could prevent Apple from sourcing such displays from other suppliers until around 2029 or 2030, although capabilities at rival firms could evolve over time, the report added. Samsung Display is expected to benefit from the deal, which may help justify supplying components to a competitor in the smartphone market. Manufacturing tests for the foldable iPhone, also referred to in reports as the “iPhone Fold” or “iPhone Ultra”, are said to be underway. Apple is targeting shipments of about 3 million units by the end of 2026, based on Samsung Display’s planned panel output, indicating a cautious production ramp compared with earlier expectations of 8 million to 10 million units. The device is expected to start at about $2,325, nearly double the base price of Apple’s current top-end iPhone 17 Pro Max, the report said. More on EPR Properties: AI And Streaming Fears Overblown While Diversifying Away From Theaters Caterpillar: AI-Driven Power Demand And Strong Backlog Support Continued Upside Cameco: An Expensive Must Have Apple in focus as Wedbush calls long lead times for Mac mini, Mac Studio a 'victory' American Ocean Minerals, Odyssey Marine to merge in $1 billion deal

tang90246 Apple ( AAPL ) has agreed to a three-year exclusive supply deal with Samsung Display for foldable OLED panels for its planned foldable iPhone, as other suppliers are currently unable to meet its requirements, a media report said on Wednesday. Samsung Display proposed the exclusivity arrangement, the report said, noting Apple typically works with multiple suppliers to reduce dependence and costs but has limited alternatives. BOE’s foldable panels, including those used by Huawei, are considered inadequate, while LG Display does not yet produce foldable smartphone screens. The exclusivity could prevent Apple from sourcing such displays from other suppliers until around 2029 or 2030, although capabilities at rival firms could evolve over time, the report added. Samsung Display is expected to benefit from the deal, which may help justify supplying components to a competitor in the smartphone market. Manufacturing tests for the foldable iPhone, also referred to in reports as the “iPhone Fold” or “iPhone Ultra”, are said to be underway. Apple is targeting shipments of about 3 million units by the end of 2026, based on Samsung Display’s planned panel output, indicating a cautious production ramp compared with earlier expectations of 8 million to 10 million units. The device is expected to start at about $2,325, nearly double the base price of Apple’s current top-end iPhone 17 Pro Max, the report said. More on EPR Properties: AI And Streaming Fears Overblown While Diversifying Away From Theaters Caterpillar: AI-Driven Power Demand And Strong Backlog Support Continued Upside Cameco: An Expensive Must Have Apple in focus as Wedbush calls long lead times for Mac mini, Mac Studio a 'victory' American Ocean Minerals, Odyssey Marine to merge in $1 billion deal