JHVEPhoto/iStock Editorial via Getty Images Previewing TSMC's Upcoming Earnings My previous article on Taiwan Semiconductor Manufacturing Company Limited ( TSM ) came out in mid-January 2026 with a “Buy” rating—I was previewing the Q4 earnings, seeing great odds that the print would have brought another rally acceleration, which indeed happened, but only for the short term. TSM went up after that earnings print but then lost most of its gains as the macro/geopolitical landscape changed. Anyway, TSM has managed to outperform the S&P 500 index ( SP500 ) since January, which is nice to see amid the meltdown in most mega-cap names on a YTD basis. Seeking Alpha, Oakoff's coverage of TSM We're approaching yet another earnings update from Taiwan Semiconductor— according to Seeking Alpha , the firm reports for its Q1 2026 next week, on April 16th, 2026: Seeking Alpha, TSM As you can see, all analysts covering the stock upgraded their estimates for Q1 after they saw the Q4 numbers and heard the guidance. Indeed, the previous print looked quite bullish, even historic in some regard. The consolidated revenues came in at $33.73 billion (+25.5% YoY), beating the management's own guidance of $32.20 billion and also exceeding the consensus estimate by over $400 million (by 1.23%). The gross margin was at 62.3%, which was 1.3% above the high end of the guidance, and it helped the EBIT margin climb to 54% (+3.4% in a single quarter). The net margin was at 48.3%, which is extraordinary for a chip manufacturing company of this scale, in my opinion. The resulting adjusted EPS of $3.14 (+40.1% YoY), according to Seeking Alpha , beat the consensus by 5.53%, continuing the winning streak: Seeking Alpha, TSM HPCs, high-performance computing chips, started to account for 55% of the total net revenues, up 48% on a YoY basis. The advanced tech, such as 7nm (and below 7nm), now accounts for 77% of total wafer revenue, while the 3nm node alone contributes 28% of Q4 sales. It's very important be...

ISerg/iStock via Getty Images The temptation always exists to reach for high yield as a source of income and a buffer against volatility. But the yield you see is not always the yield you get. Companies can and will cut their dividends at any time, though they generally avoid doing so as long as possible. Even in the best of times, there are always mousetrap REITs. These companies offer alluringly high dividend yields, but in reality, those yields often turn out to be an illusion. In fact, sometimes the reason the yield is so high is precisely because the company is doing poorly, and shares have sold off, but the dividend cut hasn't happened yet. And let's face it. These are not the best of times. All the capital markets are jittery over the unknowns surrounding the war on Iran. Meanwhile, the International Energy Agency (IEA) says that the cumulative impact of the damage already done to energy assets will be worse than the two oil shocks of the 1970s and the Russia-Ukraine gas crisis combined. Oil prices, interest rates, and inflation are likely to remain persistently higher for longer. The last thing you want to do is get caught holding a mousetrap in such a scenario. Identifying Mousetraps is a great way to avoid underperformance. I published a similar list last April and another last October . However, the list has changed, and it's always a good idea to check again periodically to make sure your portfolio is free of mousetraps. The group of Mousetraps I identified in December of 2023 lost (-6.54)% on average in 2024, while the average REIT gained 14.40%. So those Mousetraps underperformed by a whopping 2094 bps (basis points) over the ensuing 12 months. The Mousetraps I identified in August of 2024 lost an average of (-8.17)% in total return, while the average REIT gained 1.41%, for a total underperformance of 958 bps. Here's how the April 2025 mousetraps have fared over the past 12 months: Ticker Open Close Gain YAP Div. Pd YOC Tot Return ( BDN ) $3.90 $2.64 (...

JHVEPhoto/iStock Editorial via Getty Images Previewing TSMC's Upcoming Earnings My previous article on Taiwan Semiconductor Manufacturing Company Limited ( TSM ) came out in mid-January 2026 with a “Buy” rating—I was previewing the Q4 earnings, seeing great odds that the print would have brought another rally acceleration, which indeed happened, but only for the short term. TSM went up after that earnings print but then lost most of its gains as the macro/geopolitical landscape changed. Anyway, TSM has managed to outperform the S&P 500 index ( SP500 ) since January, which is nice to see amid the meltdown in most mega-cap names on a YTD basis. Seeking Alpha, Oakoff's coverage of TSM We're approaching yet another earnings update from Taiwan Semiconductor— according to Seeking Alpha , the firm reports for its Q1 2026 next week, on April 16th, 2026: Seeking Alpha, TSM As you can see, all analysts covering the stock upgraded their estimates for Q1 after they saw the Q4 numbers and heard the guidance. Indeed, the previous print looked quite bullish, even historic in some regard. The consolidated revenues came in at $33.73 billion (+25.5% YoY), beating the management's own guidance of $32.20 billion and also exceeding the consensus estimate by over $400 million (by 1.23%). The gross margin was at 62.3%, which was 1.3% above the high end of the guidance, and it helped the EBIT margin climb to 54% (+3.4% in a single quarter). The net margin was at 48.3%, which is extraordinary for a chip manufacturing company of this scale, in my opinion. The resulting adjusted EPS of $3.14 (+40.1% YoY), according to Seeking Alpha , beat the consensus by 5.53%, continuing the winning streak: Seeking Alpha, TSM HPCs, high-performance computing chips, started to account for 55% of the total net revenues, up 48% on a YoY basis. The advanced tech, such as 7nm (and below 7nm), now accounts for 77% of total wafer revenue, while the 3nm node alone contributes 28% of Q4 sales. It's very important be...

Firefly’s AI software will run on NVIDIA Jetson module onboard Elytra spacecraft in lunar orbit to enable faster data-driven insights from the Moon CEDAR PARK, Texas, April 08, 2026 (GLOBE NEWSWIRE) -- Firefly Aerospace (Nasdaq: FLY), a market leading space and defense technology company, today announced a collaboration with NVIDIA to enable rapid on-orbit processing in lunar orbit for Firefly’s Ocula Moon imaging service. As part of the collaboration, an NVIDIA Jetson module was embedded on hig

New Arcot Smart Ruleset Revolutionizes the Future of Payment Authentication with Adaptive Intelligence, Precise Transaction Decisioning, and Auto-Regulatory CompliancePALO ALTO, Calif., April 08, 2026 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops and supplies semiconductor and infrastructure software solutions, today announced the Arcot Smart Ruleset, an adaptive 3-D Secure (3DS) ruleset engine powered by machine learning. The Arcot Smart Rul

Tractive’s new cat tracking collar is available in three colors. | Image: Tractive After acquiring its competitor Whistle from Mars Petcare nearly a year ago, Tractive is introducing two new pet trackers today. The Cat 6 Mini features a sleeker design than Tractive's current smart cat tracker and monitors additional vital signs. The Dog 6 XL, specifically designed for larger breeds, is now lighter and more durable with improved battery life. Both the $79 Cat 6 Mini and $89 Dog 6 XL trackers are available starting today through the company's online store and other retailers in multiple colors - beige, black, and purple for the cat's and beige and black for the dog's. Each also requires a subscription. The Basic Plan, which … Read the full story at The Verge.

It's a weird time at Xbox. Microsoft's gaming division is under new management , with its current leadership intent on what it describes as " a renewed commitment to Xbox ." But given that no one really knows what an Xbox is at this point , that could mean many things. What Xbox needs is a game to signal to players what the brand is really about, and what it is actually committing to. What Xbox needs is more games like Forza Horizon 6 , which is coming at exactly the right time. The open-world racing game launches next month , but I recently had the chance to play a preview version to get a sense of what to expect. Even with just a brief taste of … Read the full story at The Verge.

Altruist Biologics, an Innovent Biologics subsidiary and world-class contract development and manufacturing organization (CDMO), announced that its Hangzhou facility was granted the Drug Product Manufacturing License (C Certificate) from the Chinese National Medical Products Administration (NMPA). This is the first certificate awarded to a 20,000-liter scale biologics manufacturing facility in China, confirming that its quality systems, GMP facilities, and technologies meet the rigorous requirem

Broadcom says new tool can cut payment fraud and false declines Stock Titan

Broadcom says new tool can cut payment fraud and false declines stocktitan.net

期市夜盘开盘，国内期货主力合约多数下跌。跌幅方面，原油跌超9%，低硫燃油、燃油跌超8%，LPG跌超7%，乙二醇、甲醇跌超6%，聚丙烯、丙烯、合成橡胶跌超5%，沥青跌超4%。涨幅方面，沪银涨超5%，沪锡、国际铜、沪金、沪镍涨超1%。

Apple Stock Dips. Foldable iPhone Pushback Raises Questions

最近，全网都被张雪机车夺冠刷屏。 这是中国摩托车制造商在世界顶级赛事中的历史首冠，打破了杜卡迪、雅马哈等国际巨头数十年的垄断。消息传回国内，间接参股张雪机车的宏昌科技、鸿泉技术股价大涨，终端销售市场也迅速“爆单”。 而就在夺冠前两个月，浙江国资背景的浙创投刚刚完成对张雪机车9000万元的A轮领投，投后估值10.9亿元。 从宇树科技到强脑科技，从零跑汽车到张雪机车，一个现象反复出现：风口上的企业，浙江总能成为关键参与方。这究竟是运气，还是有一套可复制的底层逻辑？ （图源：张雪机车官网） 01 不靠整车厂，靠“隐形冠军”堆出来的产业底盘 张雪机车夺冠后，浙创投总经理程俊华在采访中反复提及一个词——“讲好浙江故事”。 这个故事的主角，不是某一家整车厂，而是一个由超7000家摩企织成的产业网络。 浙江并非传统意义上的“摩托之都”，但它拥有全球摩托车供应链中最密集的零部件供给网络。在温州瑞安，这座“中国汽摩配之都”历经近六十年的产业沉淀，拥有6000多家汽摩配企业，产品种类多达5000多种，年产值近千亿元。 2025年，瑞安市规上汽车零部件企业达462家，全年完成产值538.1亿元，同比增长16.4%，产业投资达78.16亿元。瑞安塘下镇2025年规上工业总产值达512.3亿元，首次突破500亿元大关。 在台州玉环，4000余家企业覆盖37大类6000余种零部件，年产值超500亿元，全国市场占比达11%。浙江兆翔车业垄断全球40%至50%的摩托车改装件市场。台州作为全省摩托车产业龙头，聚集了3134家摩企，占全省近半壁江山。 钱江摩托扎根温岭，拥有亚洲最大发动机基地；金浪科技作为国内踏板车发动机主要供应商，为全国半数踏板车供货。在桐乡，春风动力极核投资35亿元建厂，全面达产后可年产300万台摩托车、电动车及核心部件，预计实现年产值超100亿元。 这些数据指向一个事实： 浙江的摩托车产业不是靠一两家整车厂撑起来的，而是由数千家“隐形冠军”企业共同堆叠而成的产业集群。 2025年，温岭市助力汽摩配产业集群实施关键技术攻关项目37项，企业平均研发周期缩短15%；温岭联动贵阳中心高效化解钱江摩托海外商标共存纠纷，入选全国知识产权快速维权典型案例。这意味着浙江的产业链正在从“配套能力”向“技术标准能力”跃迁。 在整车制造端，浙江拥有钱江摩托（2025年上半年营收近百亿）和春风动力两家营...

格隆汇4月8日｜黎巴嫩总理表示，以色列无视地区和国际停火努力。

mpalis/iStock via Getty Images Citi analysts on Wednesday upgraded Clean Harbors ( CLH ) to Buy from a previous investment rating of Neutral, arguing that improving U.S. chemicals production could drive stronger demand for hazardous waste disposal. The report by analyst Bryan Burgmeier highlights that rising output, partly offsetting disruptions in the Middle East, could create more waste streams for Clean Harbors’ environmental services segment. This business is already the company’s most profitable, with exposure to chemicals making up a meaningful share of revenue. Higher complexity waste, especially from chemical production, typically commands premium pricing and could boost margins beyond current company guidance. Earnings outlook moves higher Citi increased its financial forecasts, now expecting 2026 earnings before interest, taxes, depreciation and amortization to reach about $1.3 billion, above company guidance. Free cash flow estimates were also lifted to roughly $566 million. The analysts see environmental services performing at the high end of expectations, supported by volume growth and pricing gains. They also expect the Safety-Kleen segment to benefit from higher oil prices, which tend to lift margins on recycled base oils and lubricants. Oil and pricing trends support Safety-Kleen Stronger crude prices and tight supply in base oils are expected to improve profitability in the company’s oil re-refining business. Citi now projects a sharp increase in segment earnings, with gains building through the year as pricing flows through to results. Supply constraints in global energy markets, including disruptions tied to Middle East tensions, are also supporting higher prices for refined products and lubricants. That dynamic could further enhance returns in this segment. Stock seen lagging peers despite favorable setup Citi argues that Clean Harbors ( CLH ) shares have not kept pace with a recent rally in U.S. chemical stocks. Chemical companies have surged in...

格隆汇4月8日｜路透社8日援引一名伊朗高级官员的话称，伊朗与美国在巴基斯坦举行谈判前，霍尔木兹海峡可能会于9日或10日在伊朗控制下有限开放。该官员说：“如果双方能就谈判框架达成共识，霍尔木兹海峡可能会以‘有限、由伊朗控制’的方式开放。所有船只将必须强制性接受伊朗军方的协调。”该官员表示，目前伊美停火仍然脆弱。伊朗更希望实现持久和平，但如果美国执意重开战事，伊朗不惧重回战争。

格隆汇4月8日｜黎巴嫩总理表示，以色列的袭击击中了人口密集的住宅区。

LG steps up AI drive as Chair Koo meets Palantir, Skild AI chiefs kedglobal.com

格隆汇4月8日｜伊朗武装部队表示，美方将被视为任何以色列袭击的参与方，并将面临果断反击。

Cycurion ( CYCU ) announced on Wednesday a strategic partnership with a Fortune 500 company. The agreement is a multi-year contract with a minimum five-year term. Cycurion’s portion is valued at approximately $1M for the first year, reflecting strong initial scope with significant potential for expansion in subsequent years. The collaboration will deliver advanced AI-driven cybersecurity solutions and application transition and delivery services supporting a major U.S. government agency, the company said. Through this partnership, Cycurion will provide specialized expertise across AI implementation, infrastructure cybersecurity, and technical support. Source: Press Release More on Cycurion Cycurion to acquire federal cybersecurity firm Seeking Alpha’s Quant Rating on Cycurion Historical earnings data for Cycurion Financial information for Cycurion

Luis Alvarez Stock index futures edged higher on Wednesday as investors monitored ongoing market developments. Here are the four stocks to watch on the day: Ford ( F ) gained 3.65% in premarket trading after the Wall Street Journal reported that the U.S. government has so far rebuffed a request from Ford and other automakers seeking relief from aluminum import tariffs. The request came after fires at a Novelis plant in Oswego, New York, created supply bottlenecks affecting aluminum supplies for Ford’s F-150 trucks and other automakers, including Stellantis and General Motors. NANO Nuclear Energy ( NNE ) rose 8.4% before the opening bell after disclosing it submitted a private proposal to Dioxitek S.A., an Argentinian state-owned nuclear fuel cycle and uranium dioxide production company. The proposal covers the potential joint development of a natural uranium hexafluoride production facility on Dioxitek’s existing infrastructure in Argentina. Unity ( U ) climbed about 9% in premarket trade after the company announced it had extended a multi-year agreement with Meta to support development on its virtual reality platform. The renewed partnership builds on existing collaboration, with Unity continuing to provide tools and platform support for developers creating applications and games for Meta’s VR ecosystem. Starbucks ( SBUX ) advanced 2.25% in premarket trading following the official launch of its new Energy Refreshers line this week. The handcrafted beverages, which debuted in stores on April 7, upgrade the company’s iconic fruit-and-tea Refreshers with approximately double to triple the caffeine content, alongside added B vitamins for sustained energy. More related stories Starbucks: The Financial Brew Sours Ford Is A Compelling Deep Value Play - Initiating With A Buy Unity: Upgrade To Strong Buy On Excellent Preliminary Q1 Results Unity shares jump as company extends VR partnership with Meta NANO Nuclear advances proposal for uranium production plant in Argentina

格隆汇4月8日｜在停火反弹行情推动下，新兴市场外汇指数触及盘中高位，南非兰特和智利比索大幅走高。

通用汽车 正在美国召回271770辆汽车，原因是后视摄像头缺陷可能导致显示画面失真或空白，降低驾驶员视野。此次召回主要影响雪佛兰迈锐宝（Malibu）轿车。经销商将检查并更换受影响的摄像头系统。通用汽车尚未披露修复此缺陷的预估成本。 这并非通用汽车首次面临类似的召回。去年4月，通用汽车因V8发动机故障在全球召回72.1万辆SUV和卡车（其中近60万辆在美国），故障与连杆和曲轴部件缺陷有关。在36名已修复车辆的车主提出新的投诉后，美国国家公路交通安全管理局于2026年1月启动了后续调查。 通用汽车股价今年迄今下跌约10%，尽管过去12个月累计上涨了75%。虽然鉴于通用汽车的运营规模，此次召回的经济影响可能有限，但随着该公司向车辆电子和软件驱动系统深入进军，反复出现的质量控制问题更难以被忽视。 责任编辑：张俊 SF065

格隆汇4月8日｜美国国防部长赫格塞思：如果我们不得不采取行动，美国将“不惜一切代价”从伊朗手中夺取铀。

美元连续第三天下跌，截至纽约早盘下跌1%，原因是伊朗战争停火提振了全球风险情绪，推动所有G-10货币走高。 彭博美元现货指数周三下跌1.04%，创1月27日以来最大跌幅。 美元/日元下跌1%至158.03，连续第二天走低。 美元/加元下跌0.3%至1.3847，连续第三个交易日下跌。 英镑/美元上涨1.4%至1.3482，创3月19日以来最大涨幅。 欧元/美元上涨1.04%至1.1716，高于200日移动均线1.1673。 责任编辑：何云

据伊朗国家电视台报道，该船在获得伊朗许可后通过了霍尔木兹海峡，但报道未透露船只的身份，报道未提及该船通过的时间。 责任编辑：江学思

截至4月3日当周，MBA抵押贷款申请指数下降0.8%，此前一周下降10.4%。 抵押贷款申请连续第四周下降。 继前一周下降2.6%之后，购房抵押贷款申请指数上升1.1%。 再融资申请下降2.8%，此前一周下降17.3%。 30年期固定利率平均为6.51%，之前一周为6.57%。 责任编辑：何云

格隆汇4月8日｜研调机构TrendForce指出，2026年英伟达的高阶AI芯片出货结构将出现变化。受到地缘政治风险、供应链仍需时间调校等因素影响，预估Rubin系列于高阶GPU的出货占比将从29%降至22%，Hopper系列出货占比将从10%降至7%；相对而言，已趋成熟的Blackwell方案出货占比将突破70%，并以GB300/B300系列为主轴。

收购猜测开始重新定价电信与互联网服务提供商Gamma Communications，该公司证实正在与多家潜在收购方进行初步讨论，这一进展可能为市场带来战略选择性的想象空间。管理层指出，谈判仍处于早期阶段，可能不会产生任何收购要约，但这一更新似乎已足以显著改变投资者的持仓定位。在公司评估其选择方案的过程中，巴克莱银行为Gamma提供顾问服务，此前已有迹象表明潜在出售正在考虑之中。 市场反应立竿见影。该股盘中一度飙升14.7%，创下最大单日涨幅纪录，截至当地时间上午9：08仍上涨12.7%，意味着市值约为7.51亿英镑。这一涨幅的幅度可能表明投资者开始将交易可能性纳入定价，尽管目前阶段对时间和结果的可见性仍然有限。 从基本面来看，该业务持续呈现稳步进展。Gamma为英国、德国、西班牙和荷兰提供云通信和连接服务，2025年毛利润同比增长16%，达到3.48亿英镑。该公司还与HubSpot、 Salesforce 和三星保持着合作伙伴关系，这可能加强其在企业通信领域的定位，并可能支撑战略买家的兴趣，不过任何交易结果仍存在不确定性。 责任编辑：张俊 SF065

Micron stock and 14 more 'dividend growers' with lots of potential MSN