watch now VIDEO 3:31 03:31 Strait of Hormuz remains closed until further developments with Iran, says Kpler's Matt Smith Power Lunch Saudi Arabia's critical pipeline to the Red Sea suffered a recent attack from Iran, cutting throughput by 700,000 barrels per day. The attack hit a pumping station on the East-West pipeline, according to a state-news agency report . This pipeline brings crude oil from processing facilities near the Persian Gulf to an export terminal on the Red Sea called Yanbu. The Saudis have relied on the pipeline, which has a capacity of 7 million bpd, as their main way to export crude oil during the Iran war. Riyadh cannot export through the Strait of Hormuz due to Iranian attacks. Attacks on Saudi's Manifa and Khurais production facilities have slashed the kingdom's output by 600,000 bpd, according to the Saudi Press Agency report. Several refineries have also been attacked. The damage to Saudi energy infrastructure will only compound the massive disruption to global oil supplies triggered by Iran's attacks on tankers in the Strait of Hormuz. The U.S. agreed to a two-week ceasefire on Tuesday in exchange for Iran allowing ships to pass through the strait. But the CEO of the United Arab Emirate's state-owned oil company said Thursday that the strait remains effectively closed to traffic. Iran has made clear that ships must obtain its permission to pass through the strait, said Sultan Ahmed Al Jaber, CEO of Abu Dhabi National Oil Co. "This moment requires clarity," Al Jaber said in a social media post . "So let's be clear: the Strait of Hormuz is not open. Access is being restricted, conditioned and controlled." The strait connects Gulf oil producers like Saudi Arabia and the UAE to global markets. About 20% of global oil supplies passed through the waterway before the U.S. and Israel attacked Iran on Feb. 28. Gulf oil producers have shut down about 13 million bpd of production due to the disruption in the strait, said Matt Smith, an oil analyst at ...

【有線新聞】八達通表示的士電子支付新規實施後，八達通的士電子支付總交易額大幅增加，而本月22日推出電召的士平台。 八達通聯同的士業界舉行發佈會。八達通表示，目前全港有4.9萬名的士司機註冊商用版八達通應用程式或配備流動收款機，數字超過運輸署估算的活躍的士司機總人數。而的士電子支付新規實施後，八達通的士電子支付總交易額對比上月上升超過七成，交易宗數增加超過一倍。另外，八達通於本月22日推出「八達通Call車易」平台，將覆蓋大約8,000輛的士。

【有線新聞】宏福苑火災聽證會傳召首名政府官員作供，消防處助理處長姜世明稱消防缸放水毋須關總掣，由無牌的物管公司員工關掣是低級錯誤和違法，未來會考慮加重刑罰。 來到第二輪第二場聽證會，負責牌照審批的消防處助理處長姜世明作供。他解釋天台消防水缸的運作由地面運轉水缸泵水，再供水各樓層的消防栓和喉轆。除非出於電力安全原因，例如做測試怕會觸電，否則如果要放水只需關閉消防水泵獨立開關，毋須關閉電掣，這個對註冊消防承辦商應是基本知識。姜世明同意若宏福苑水缸維修工程是由消防承辦商處理而非沒有持牌的物管員工，電掣不會關閉，相信是低級錯誤。他稱很多時候都依靠物管公司監察消防設備，如果「置邦」有留意消防處與物監局制定的指南， 相信事情不會發生。 對於「置邦」物業主任鄭芷盈稱「無醒起」要把消防裝置關閉通知書交給另一消防承辦商「宏泰」，姜世明稱物管公司有責任協調不同承辦商，而承辦商維修時見到消防系統失效都應通知消防處和居民，認為「宏泰」董事鍾傑文「不要教人做事」的說法不可接受。「中華發展」承認「掛牌」時沒有派員到場視察屬虛假陳述，違法之餘亦「非常唔要得」。 姜世明指消防處每年接獲30萬份消防裝置關閉通知書和證書，部份會「前後腳」送達，要仔細逐張檢查需動腦筋。但同意需加強，亦會留意是否有多於一個承辦商，強調消防處在監管上責無旁貸。 而物管自行處理消防裝置屬於違法，他過去十幾年都沒見過這情況，當局未來會考慮加重刑罰，關閉裝置前要先獲批、就消防違規事項引入定額罰款等。

Stocks extended gains Thursday on Iran war news and a bullish Amazon. Nvidia chipmaker Taiwan Semiconductor, CPI inflation loom.

DaveAlan/iStock Unreleased via Getty Images I covered Southwest Airlines Co. ( LUV ) in May 2025 with a Hold rating, where I did see some upside but with a high degree of uncertainty in the market due to trade turmoil. Since then, the stock has gained 27.8%, outperforming the S&P 500 ( SP500 ). The stock price even reached a 52-week high of $55.11, coinciding with the mid-point of the target range based on expected earnings for 2027. Today, the world does look different compared to a year ago, with the war in Iran driving up oil prices ( CO1:COM ) and crack spreads along with economic growth and inflation coming back into play. In this report, I discuss the impact that each of these components may have on earnings. In a prior report , I had a deeper look at the impacts that higher fuel prices, inflation and GDP impact have after an offset from higher baggage fees and ticket prices. In this report, I go a step further and translate the impacts to share price targets. Outlining The Initial Estimates for Southwest Airlines For Southwest Airlines, I have injected the most recent analyst estimates in a pre-war setting which differ slightly from the initial model inputs in the piece that deals with several airlines. The initial estimates are $32.1 billion in revenues, $3.7 billion in EBITDA with a 11.6% margin and free cash flow of $1 billion bringing the margins to 3.1%. From here, we can start applying the impact of the war. Initial estimates for Southwest Airlines (The Aerospace Forum) Impact Of GDP Already Erodes Free Cash Flow Significantly When applying a 1.3 points pressure on GDP, we already note that revenues contract by 0.3% with a 0.8% decrease in EBITDA and a 10 basis point pressure on EBITDA margins to 11.5%. Free cash flow would be 2.9% lower with free cash flow margin of 3%. If we also implement an inflation pressure of 1.4 points, then we note that EBITDA declines 7.8% with a 90 basis point hit to the EBITDA margin and a 29% hit to free cash flow. Impact o...

Bloomberg’s Caroline Hyde and Ed Ludlow discuss CoreWeave’s $21 billion deal to provide compute for Meta. Plus, Meta releases a new AI model that is more competitive with rivals. And, Anthropic closes its secondary share sale that leaves some investors without the stakes they wanted. (Source: Bloomberg)

Dougal Waters/DigitalVision via Getty Images When I think of a smart covered call strategy, I think of the Goldman Sachs S&P 500 Premium Income ETF ( GPIX ). And even more so today, after President Trump first reached a 2-week truce with Iran, and then with Israel, which instead quickly ended up undermining it. Why? Because GPIX is, in my opinion, the ETF with the most consistent covered call strategy for this market context: able to capture the benefits of a potential positive revaluation, but also benefit from the coverage of the covered call strategy. This is naturally my opinion, and before explaining it better here is some b GPIX In a Nutshell I have already talked about GPIX, in positive terms, here . But for new readers, I think this summary is essential: GPIX is an active ETF , not so much in the base equity beta, but above all in the management of the options overlay. Not surprisingly, management talks about a goal to “seek current income while maintaining prospects for capital appreciation,” which seems to indicate a sort of hybrid solution between “income and growth,” and to some extent I must say it could be. GPIX: Price Performance (Seeking Alpha) In practice, GPIX physically holds the shares of the equity basket (and this is the growth component, so to speak) and applies a call overlay on top (this is the income part); in practical terms, what does this result in? In full exposure to equity downside, a cap on the upside (limited by the impact of the options overlay), and monetization (but be careful, only partial) of the upside through premiums. On the distribution side, the fund distributes a monthly income which is currently TTM equal to 8.60%. Considering a much lower 30-day standardized SEC yield, around 0.81%-0.93%, it is clear that this comes from option premiums and not from dividends of the holdings (in fact a large portion is distributed as ROC). GPIX: Dividend Metrics Overview (Seeking Alpha) It has a transparent strategy: it normally invests...

LYX.ST.EU.600 F.S.U.ETFA (LYMA.DU) 持股 Yahoo 財經

Intel shares are up 50% in 10 days, to highest point in 5 years OregonLive.com

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Incyte Corporation (Symbol: INCY) has taken over the #415 spot from Textron Inc (Symbol: TXT), according to The Online Investor. Market capitalization is an important

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Republic Services Inc (Symbol: RSG) has taken over the #225 spot from Becton, Dickinson & Co (Symbol: BDX), according to The Online Investor. Market capitalizatio

Cars.com ( CARS ) outlined 2026 initiatives focused on AI innovation, cost efficiency, and organizational restructuring. Launched new AI-powered tools including the Dealer App and Advanced Shopper Alerts to enhance dealer sales and analytics. Initiated cost-cutting measures including an ~11% workforce reduction, targeting $25–30M in annual savings by 2027. Flattened management structure, with ~20% of eliminated roles from leadership layers. Increased 2026 share repurchase target from $60M+ to $90M, with ~$24M already completed. Reaffirmed 2026 guidance, expecting flat to modest revenue growth and stable EBITDA margins. More on Cars.com Cars.com: A Struggling Business As Consumer Traffic Declines Cars.com Inc. (CARS) Q4 2025 Earnings Call Transcript Cars.com Inc. 2025 Q4 - Results - Earnings Call Presentation Cars.com outlines marketplace integration and expects 2026 dealer revenue growth while advancing AI-powered solutions Cars.com Non-GAAP EPS of $0.44 misses by $0.11, revenue of $183.9M beats by $0.46M

Nouveau Monde Graphite ( NMG ) said on Thursday it has arranged a $297 million equity financing package to support development of its Phase-2 Matawinie Mine. The financing includes a $213 million private placement backed by Canada Growth Fund, Investissement Québec and Eni, alongside an $84 million bought deal public offering of subscription receipts. Combined with a previously announced $335 million debt commitment, the company said the funding is expected to fully finance the project and support a final investment decision. The private placement is expected to close around May 15, subject to shareholder and regulatory approvals. NMG +8.93% after hours to $2.56. Source: Press Release More on Nouveau Monde Graphite Inc. Nouveau Monde Graphite secures $335M financing commitment for Matawinie Mine Historical earnings data for Nouveau Monde Graphite Inc. Financial information for Nouveau Monde Graphite Inc.

Police remain at the scene in Dormanstown, where one dog was destroyed earlier.

Beam Global reports 2025 results: Q4 revenue +56% QoQ, strong shift to commercial & international markets, improved margins, debt-free balance sheet.

Key PointsAI demand is projected to rise through at least 2030.

Beijing Cries Foul Over Chinese Scientist's Death Following Alleged US Interrogation - Feds Tight-Lipped China is accusing U.S. federal authorities of "hostile questioning" by US law enforcement following the death of a groundbreaking Chinese semiconductor researcher who fell to his death inside a University of Michigan building last month , while American law enforcement and university officials remain tight-lipped about any federal involvement. Danhao Wang , an assistant research scientist in the University of Michigan’s College of Engineering, died after falling from an upper level inside the George G. Brown Building on the Ann Arbor campus around 11 p.m. on March 19 . University police responded to the scene and pronounced him dead. The incident is being investigated as a possible act of self-harm, with no indication of foul play or any ongoing threat to the campus community. GG Brown Building Addition (Architect Magazine) Chinese officials, including the embassy in Washington and the consulate in Chicago, have strongly linked Wang’s death to what they describe as “unwarranted” interrogation by U.S. law enforcement just before the incident . Beijing has lodged multiple “solemn representations,” accusing the U.S. of overstating national security concerns , engaging in political manipulation, and subjecting Chinese scholars to discriminatory practices that create a “chilling effect” on academic exchanges. The Chinese Foreign Ministry and embassy spokespeople have publicly demanded a full investigation , a “responsible explanation” to Wang’s family, and an end to such alleged harassment. The embassy confirmed Wang died by suicide and has been assisting his family. U.S. authorities have offered no confirmation or denial of any questioning. The FBI’s Detroit field office cited its longstanding policy of neither confirming nor denying investigations involving specific individuals. University police and administrators have released only basic details about the fall whi...

Amazon shares had their best performance since October after the tech and retail giant's chief executive touted the strong performance of the company’s AI chip business. Amazon stock rose 5.6%, making it the best performer in the Dow Jones Industrial Average on Thursday, according to Dow Jones Market Data.

Palantir股价周四下跌7.3%，为连续第二个交易日大幅下跌，此前知名投资者迈克尔·伯里在X平台上发帖，对该公司在企业人工智能竞争中的定位提出了质疑。 伯里在帖子中称“Anthropic正在吃掉Palantir的午餐”，并补充说，这家竞争对手之所以能取得进展，是因为它为企业提供了“更简单、更便宜、更直观的解决方案”，而Palantir仍更依赖政府项目，他将其描述为“低利润且规模小”。伯里还指出Anthropic的快速扩张，称该公司在数月内将年化经常性收入从90亿美元增至300亿美元，而Palantir达到类似水平则花了更长的时间。 这一批评引发了更广泛的讨论。一方面，Palantir的增长态势难以反驳，一系列强劲的季度报告强化了市场对其人工智能驱动平台需求依然 robust 的看法。这种稳定性帮助该股在过去几年中成为市场表现最突出的股票之一，带来了很少有其他股票能匹敌的超额回报。从这个角度看，即使该股已从去年11月的高点回落约28%，过去三年的涨幅仍高达1，670%。 这就引出了许多投资者有疑问的问题：其过高的估值。Palantir的远期市盈率约为115倍，远高于一流的软件即服务同行，也远高于大型人工智能领域的领军企业。 考虑到这一点，Benchmark分析师李毅富承认该公司具有“一流的基本面”，但他认为Palantir“极高的SaaS估值已经消化了近中期的上行空间”。 “我们认为市场已经对Palantir进行了完美定价，几乎没有容错空间，”该分析师继续说道。“公司必须实现60-70%的超高年营收增长，否则可能面临市场回调。” 尽管如此，李指出，Palantir无疑拥有一些出色的资质。它提供了一个高度先进、实时的人工智能驱动的自动化和智能平台。李认为，前沿的大型语言模型将变得越来越昂贵并成为商品化工具，同时相信Palantir的Ontology/FDE框架能够“在这场智能体人工智能超级周期中维持竞争性的差异化护城河”。 此外，联合创始人兼首席执行官亚历克斯·卡普带来了“远见卓识的 focus”，李认为他的领导力是公司实现内生性扩张的关键因素。 此外，其“基本面无与伦比”，实际上自成一家，并超越了“100法则”。FactSet对2026年的估计显示，内生性营收同比增长60.8%，达到71.95亿美元，自由现金流利润率为56%，相当于约117的法则值。“我们对Pal...

It's not just energy supplies that have been disrupted by the Iran war. It's also hitting frankincense, a commodity that's been defining trade routes in the Middle East for thousands of years. (Image credit: Maha Loubaris)