Aehr Test Systems is winning AI orders left and right, and investors are taking notice. Up over 200% in 2026, the stock is among the market's best performers.

US equity futures were flat pre-bell Friday as traders were wary of the fragile two-week ceasefire b

专题：因油价上涨 美国3月CPI同比增3.3% 美国劳工统计局周五公布的数据显示，受伊朗战争引发能源成本飙升、美联储进一步远离通胀目标影响，3 月份消费者价格大幅上涨。不过，核心通胀相对温和。 经季节性因素调整后，消费者价格指数（CPI）环比上涨 0.9%，同比涨幅达到 3.3%，主要受能源成本飙升 10.9% 推动。两项数据均符合 道琼斯 市场一致预期。同比涨幅为 2024 年 4 月以来最高，较 2 月份的 2.4% 明显上升。 不过，剔除食品和能源的核心价格涨幅要低得多 —— 环比仅上涨 0.2%，同比上涨 2.6%，均低于预期 0.1 个百分点，表明核心通胀得到更好控制。甚至出现了部分通缩迹象，医疗服务、个人护理以及二手车和卡车价格环比均出现下降。 劳工统计局表示，伊朗冲突是本月通胀数据的主要影响因素，其中汽油价格暴涨 21.2%，贡献了整体 CPI 涨幅的近四分之三。 自美国与伊朗达成停火协议后，4 月份能源价格有所回落。这场 2 月底爆发的冲突目前处于脆弱的和平状态。美联储官员或可淡化 3 月份的价格飙升，更多关注通胀的核心走势 —— 该指标已连续五年高于目标水平。 市场此前已基本消化 2026 年剩余时间美联储几乎不会降息的预期，尽管美联储官员在 3 月会议上曾倾向于降息 25 个基点，具体时点仍高度不确定。 责任编辑：郭明煜

BitFuFu ( FUFU ) on Friday said its unaudited bitcoin production for March 2026 totaled 214 BTC, slightly down from 227 BTC in February. The company said daily bitcoin production slipped to 6.9 BTC from 8.1 BTC in the prior month. BitFuFu held 1,794 BTC as of March 31, down from 1,830 BTC at the end of February. Self-mining production increased to 43 BTC from 37 BTC, while cloud-mining production fell to 171 BTC from 190 BTC. Total hashrate under management declined to 25.9 EH/s from 26.4 EH/s in February, including 3.3 EH/s of self-owned hashrate and 22.6 EH/s from third-party suppliers and hosting customers. Power capacity under management decreased to 457 MW from 463 MW a month earlier. Source: Press Release More on BitFuFu BitFuFu Inc. (FUFU) Q4 2025 Earnings Call Prepared Remarks Transcript BitFuFu: Attractive As Bitcoin Nears A Potential Inflection Point BitFuFu: Undervalued After A Full Operational Reset BitFuFu GAAP EPS of -$0.34, revenue of $475.8M DeFi Development sees highest short interest among crypto firms with up to $2B market cap

(RTTNews) - After recovering from an early pullback to end the previous session mostly higher, stocks may lack direction in early trading on Friday. The major index futures are currently pointing to a roughly flat open for the markets, with the S&P 500 futures up by just 0.1 perc

Apple (AAPL) closes week of Apr 6 at ___? Trading Odds & Predictions Polymarket

格隆汇4月10日｜上海浦东新区服务贸易高质量发展推进会4月10日下午举行。浦东服务贸易领域首个系统性三年规划——《浦东新区推动服务贸易高质量发展三年行动方案（2026—2028年）》正式亮相。方案明确，到2028年，全区服务贸易规模要突破1400亿美元，数字贸易总额超过700亿美元，十亿级服务贸易企业达到10家以上。近年来，浦东新区服务贸易稳步增长。2025年，浦东服务贸易进出口总额达1210.2亿美元，同比增长4.4%，占全市比重超过50%。

彩讯股份公告，2025年营业收入18.3亿元，同比增长10.76%。净利润2.91亿元，同比增长26.29%。公司董事会审议通过的利润分配预案为：以4.51亿为基数，向全体股东每10股派发现金红利1.45元（含税），合计派发现金股利6534万元（含税），不送红股，不以资本公积金转增股本。

中国3月CPI同比涨幅温和回落至1%，PPI同比上涨0.5%，为连续下降41个月后首次上涨。 美国代表团启程，万斯：相信谈判将取得积极成果！伊朗副外长：伊方十点计划将作为谈判基础。 美国3月CPI同比上涨3.3%，环比0.9%为近四年最大涨幅，汽油价格创1967年以来最大涨幅。 中东产油国要求亚洲提交4月、5月原油装载计划，备战霍尔木兹复航。 报道：乌首席谈判代表称接近停战，油价跳水、欧股跳涨。 台积电Q1营收突破万亿大关，3月单月同比激增45%，中东战事未撼动AI芯片需求。 Anthropic也下单！CoreWeave集齐四大AI巨头客户，股价盘前大涨6%。 光模块巨头Lumentum：两个季度就能把未来三年的产能全卖光。 碾压Seedance 2.0，阿里宣布：“欢乐马”视频模型正在内测。 汇丰、渣打获得香港首批稳定币牌照，汇丰计划2026年下半年推出港币稳定币。 日经225指数收涨1.8%，沪指收涨0.51%；恒生指数收涨0.55%。

4月10日下午，上海浦东新区服务贸易高质量发展推进会举行。浦东服务贸易领域首个系统性三年规划——《浦东新区推动服务贸易高质量发展三年行动方案（2026—2028年）》正式亮相。方案明确，到2028年，全区服务贸易规模要突破1400亿美元，数字贸易总额超过700亿美元，十亿级服务贸易企业达到10家以上。近年来，浦东新区服务贸易稳步增长。2025年，浦东服务贸易进出口总额达1210.2亿美元，同比增长4.4%，占全市比重超过50%。下一步浦东将聚焦制度开放、要素流动、重点领域、主体载体、发展环境、支撑体系六个维度，力求在深层次制度创新、高端功能培育和生态协同上取得新突破，推动服务贸易跑出“加速度”、跃升“高质量”。此外，在营造具有全球竞争力的发展环境方面，浦东新区将强化金融服务支持，发挥会展贸易促进功能，落实优化营商环境各项举措，优化出海服务支撑。在完善高质量发展支撑体系方面，将强化跨部门联动机制，完善政策服务支持体系，并加强统计监测与研究分析。（央视新闻）

尽管特朗普多次威胁退出北约，但美国国会已在2023年12月通过一项法案，禁止总统在未经国会批准的情况下单方面退出北约。特朗普尚未就从欧洲撤军一事作出任何决定 【财新网】 自美国和以色列对伊朗发动军事行动以来，美国总统特朗普已多次批评北约盟友并未支持这一军事行动，并以此为由威胁要退出北约。作为对北约盟友的报复，特朗普政府正在考虑从欧洲国家撤走部分美军。 路透社4月9日援引一名白宫高级官员的说法称，特朗普对北约盟友未能协助保障霍尔木兹海峡的安全感到不满，同时也对美方欲“收购”丹麦自治领地格陵兰的计划未能推进而感到愤怒。 在此情况下，特朗普与顾问讨论了将部分美军部队撤出欧洲的方案。不过，特朗普尚未就从欧洲撤军一事作出任何决定，白宫也尚未指示美国国防部制定任何具体的撤军方案。

Sherwin-Williams is poised to give up ground as the Iran war pushes up raw material costs, according to Wells Fargo. The bank downgraded the paint company to equal-weight from overweight. It also lowered its price target on shares to $365 from $410, implying 8.7% upside from Thursday's close. "The war in Iran has led to broad-based inflation across most commodity chains, flowing down to coatings raw materials," Michael Sison said Thursday in a note to clients. "We believe margins will be pressured by rising raw material costs as the conflict in the Middle East persists." SHW YTD mountain Shares are up nearly 4% in 2026. Raw material costs are rising due, in part, to reduced production and disrupted shipping of some chemicals across the Middle East, according to Wells Fargo. That is pushing up raw material costs. Sherwin-Williams' revenue is also likely to take a hit as consumers tighten their purse strings due to ongoing concerns about the U.S. economy and rising gasoline prices. "We expect to see from higher costs, we believe top line results for coatings names will be pressured by a tougher macro backdrop as affordability remains challenging," Sison wrote. "This will likely pressure growth/improvement across the housing market (we expect another trough year for the US market), auto sales, and potentially industrial production." The analyst added that macroeconomic headwinds posed by the Iran war could persist for three to four months or longer, even if the tenuous ceasefire between Iran and the U.S. remains intact. Wells Fargo's call goes against consensus on Wall Street. Of the 27 analysts covering Sherwin-Williams, 16 have buy or strong buy on the stock, according to LSEG. Shares have risen nearly 4% since the beginning of this year, outperforming the overall market. Wells Fargo also cut its rating on Axalta Coating Systems to equal weight from overweight, also citing the higher raw material costs for the downgrade.

格隆汇4月10日｜外汇分析师Carter Johnson表示，在CPI数据公布后的市场格局下，美元现货指数本周已累跌约1.4%，料将创下1月份以来最大单周跌幅。就美伊冲突期间明确的宏观交易策略而言，买入美元和石油的效果相当不错。但随着外汇市场进入下一个依赖新闻头条进行交易的阶段（这次是关于脆弱停火背景下谈判的报道），这一策略将面临考验。

格隆汇4月10日｜法国外贸银行经济学家Christopher Hodge认为，能源价格的整体上涨需要一段时间才能反映到核心通胀上。他表示：“总体通胀的上升是即时且符合预期的，但能源冲击向核心通胀的传导通常需要更长时间。随着更高的运输成本和能源投入逐步传导，这一影响将体现在核心价格中，但也会在一定程度上被实际购买力下降和消费者需求走弱所抵消。我们认为，未来几个月核心CPI（年率）将维持在2.6%至2.9%的区间。”

云计算服务提供商CoreWeave（CRWV）周五宣布，与人工智能研究公司Anthropic达成一项多年期协议，将为Anthropic旗下Claude系列AI模型的开发和部署提供支持。 根据CoreWeave发布的声明，该协议将帮助Anthropic构建和部署其Claude系列AI模型，相关算力将涵盖多种英伟达芯片架构，部署于美国境内的数据中心。CoreWeave联合创始人兼首席执行官Michael Intrator表示：“AI不再仅仅是关于基础设施，而是关于将模型转化为现实影响力的平台。我们很高兴能与Anthropic合作，这正是CoreWeave所构建的那种AI真实世界部署”。 双方均未披露协议的具体财务条款。该协议将分阶段进行基础设施部署，并有可能随着时间的推移而扩大规模。 集齐“AI四巨头”：CoreWeave客户版图再扩张 此次合作标志着CoreWeave在AI云计算领域的客户版图实现了全面覆盖。随着Anthropic的加入，CoreWeave的客户名单现已囊括全球最大的四家AI模型开发商——Anthropic、OpenAI、 谷歌 和Meta。据CoreWeave披露，目前排名前十的AI模型提供商中有九家正在使用其平台。 就在协议公布前一日，CoreWeave刚宣布与Meta Platforms达成一项价值210亿美元的算力采购承诺，该协议将持续至2032年12月，涵盖英伟达Vera Rubin平台的早期部署。 Anthropic加速扩充算力储备 作为与OpenAI并列的AI服务前沿企业，Anthropic此前曾多次因“史无前例的需求”而面临产品宕机问题。为缓解这一压力，Anthropic正全面提速算力基础设施建设。 本周早些时候，Anthropic还宣布与博通及谷歌达成合作，以获得3.5吉瓦的能源供应。目前，Anthropic是全球估值最高的非上市公司之一，估值达3800亿美元，其中包括近期完成的300亿美元融资。 CoreWeave行业地位持续巩固 CoreWeave是“新云”（neocloud）阵营的代表性玩家，专注于为AI工作负载提供高性能云计算租赁服务。据CoreWeave今年2月披露，该公司目前运营43座活跃数据中心，已签约超过3吉瓦的服务器场用电容量。该公司于2025年3月在 纳斯达克 完成上市。 华尔街对CoreWeave的评级为“温和买...

格隆汇4月10日｜海泰发展公告，公司于2026年4月10日收到天津证监局下发的《事先告知书》。海泰发展2021年年报、2022年年报存在虚假记载，其中营业收入分别虚增2.52亿元、2.26亿元，占当期披露营业收入比例分别为27.66%、45.88%；利润总额分别虚增267.18万元、198.6万元，占当期披露利润总额比例分别为17.77%、12.10%。公司股票将被实施其他风险警示。公司股票将于4月13日停牌，4月14日复牌。

BlackJack3D/E+ via Getty Images Great News for CoreWeave I'm glad that I initiated my investment coverage of CoreWeave, Inc. ( CRWV ) stock in late December, when it was correcting sharply, with plenty of investors worrying about the firm's operational sustainability amid debt loads and potential depreciation risks. Since my bullish call, the stock has managed to gain over 23% while the whole market is still in the red (-1%), and I still believe that this kind of overperformance is very likely to continue further because we have some great news that should support the positive narrative. News #1—Meta's Validation On April 9th, we saw CRWV close higher , partly because of the market rally, but another reason was the announcement of a long-term agreement expansion with Meta Platforms ( META ). The partnership itself isn't something new, as Meta has been using CRWV's platform to scale its inference workloads since 2023, according to Reuters . But now, as CoreWeave is nearing the initial deployment of the Nvidia Vera Rubin platform ( NVDA ), Meta seems to want to secure some additional capacity ahead of others. This is another example that leading companies are choosing CoreWeave's AI cloud to run their most demanding workload. Seeking Alpha citing CRWV's CEO I believe this expansion is another validation of hyperscaler demand for CRWV's offerings. The deal was initially signed for up to $14.2 billion through 2031 back in 2023, and now, three years later, we see Meta's needs rising so much that they felt the need to secure another $6.8 billion beyond the initial capacity limit. CoreWeave currently makes only about $5.13 billion in sales on a TTM basis, according to Seeking Alpha , targeting $12-13 billion in FY2026 revenues at $0.9-1.1 billion adjusted operating income. According to Synergy's study , FY2025 revenues for the entire neocloud niche were slightly over $25 billion, so it looks like CRWV's market share in the neocloud space is about 20%, based on my calculati...

格隆汇4月10日｜市场分析师Enda Curran表示，如果此前对伊朗战争将如何影响通胀仍存在疑问，3月CPI数据已基本消除不确定性。能源价格在一个月内出现显著跃升，并将明确向经济其他领域传导。问题在于，这种冲击是“暂时性”的，还是更具持续性。

Source: Bloomberg, 0:00

格隆汇4月10日｜伊朗领导人特使表示，美国与伊朗在伊斯兰堡的谈判可能会持续两到三天。

Most investors think of AI as a race to build better models. But behind every AI system sits something far more important -- the infrastructure that powers it. And that's where Alphabet is quietly building something big.

AI data centers keep devouring storage at record clips, and memory chip demand shows no signs of slowing. NAND flash prices, in particular, keep surprising to the upside. That is what just pushed Sandisk (NASDAQ:SNDK) to a fresh all-time high. But does the rally have legs? Two top analysts just raised price targets on stronger-than-expected ... Analyst’s $1,250 Call Makes Sandisk the AI Boom’s Pure-Play NAND Winner

Key PointsAI growth depends on an infrastructure underlying the whole process.

The by-election was called after the Cliftonville division's serving councillor was jailed for coercive behaviour.

伊朗农业委员会主席阿斯卡里10日表示，目前伊朗所有地区基本物资供应充足，至少在未来6个月内是有保障的。他表示，目前进口物资可通过陆路和海路运输。同时，鉴于伊朗对战略要地霍尔木兹海峡的控制，所有运载伊朗基本物资的船只均可顺利通过。（央视新闻）

KeyBanc on Oracle (ORCL): 'AI World Tour in NYC Highlights the Multi-Angled AI Opportunity' StreetInsider

Herzfeld Credit Income Fund ( NASDAQ: HERZ ) said on Friday its estimated net asset value (NAV) as of March 31, 2026 was $19.78. No further operational details were provided in the announcement. HERZ -1.50% premarket to $15.75. Source: Press Release More on Herzfeld Credit Income Fund, Inc. U-turn? Trump has 'no problem' if a country wants to send oil to Cuba, even Russia U.S. Treasury says Cuba can’t get Russian oil as tanker heads to island Dividend scorecard for Herzfeld Credit Income Fund, Inc.

CVX expects Q1 2026 upstream earnings to grow $1.6B-$2.2B as oil jumps, and low Middle East exposure to limit disruption risk.

格隆汇4月10日｜中国证监会结合监管工作实践和市场各方关注，于近日制定了2026年度立法工作计划，对全年的立法工作做了总体部署。中国证监会将按照立法工作计划积极推动各项制度文件出台。纳入中国证监会2026年度立法工作计划的规章项目共有20件，包括“力争年内出台的重点项目”8件以及“需要抓紧研究、择机出台的项目”12件，立法的重心是进一步健全资本市场法律制度体系，提高制度包容性、适应性，加强资本市场重点领域监管，维护市场平稳健康发展，切实保护广大中小投资者合法权益。

DOCN could reap the benefits of Nvidia stepping away from its cloud business