Source: Bloomberg, 0:00

Anthropic PBC has hired a senior leader from Microsoft Corp. to lead its push to establish the infrastructure needed to support growing adoption of its artificial intelligence services. Eric Boyd will serve as head of infrastructure at Anthropic, according to a post on his LinkedIn Tuesday. “AI is accelerating at an incredible pace,” he wrote. “The impact of Claude Code in the last 6 months, and particularly the last two months, just shows the power of what is possible.” Anthropic has seen strong growth in demand for its AI products, including Claude Code, which helps streamline the process of writing and debugging software. More recently, the company has struggled at times to keep its services online after what it described as “unprecedented demand” from everyday users, as well as business customers. The company is working to build additional cloud computing capacity to meet that usage, including committing to spend $50 billion to build AI data centers in the US. By comparison, rival OpenAI has said it plans to spend about $600 billion on infrastructure for AI by 2030. Boyd previously oversaw Microsoft’s AI platform, enabling deployment of large language models by both customers and internal teams. He reported to Executive Vice President Jay Parikh and oversaw about 1,500 workers, according to a recent organizational chart seen by Bloomberg. Prior to his 16 years at Microsoft, he held leadership roles at Yahoo. Microsoft didn’t immediately respond to a request for comment. Boyd’s planned hiring was previously reported by tech outlet Newcomer. “His experience leading infrastructure at enterprise scale will help ensure we can meet record demand from customers around the world,” wrote Rahul Patil, Anthropic’s chief technology officer, on LinkedIn.

(Bloomberg) -- Anthropic PBC has hired a senior leader from Microsoft Corp. to lead its push to establish the infrastructure needed to support growing adoption of its artificial intelligence services. Eric Boyd will serve as head of infrastructure at Anthropic, according to a post on his LinkedIn Tuesday. “AI is accelerating at an incredible pace,” he wrote. “The impact of Claude Code in the last 6 months, and particularly the last two months, just shows the power of what is possible.”Anthropic

2025 年 1 月，迪拜人道主义机构与世界卫生组织协作运送的加沙援助物资抵达埃及阿里什，工作人员正在进行交接处理。 伊朗战事正导致全球供应链受阻，挽救生命的援助运输放缓，部分甚至陷入停滞。霍尔木兹海峡航运中断、地区空域受限以及基础设施遭袭，进一步加剧了运输延误，使得从阿联酋这一全球主要人道主义枢纽运送援助物资变得愈发困难。 迪拜人道主义城是全球规模最大的援助枢纽，也是国际援助行动的核心。从这里出发，物资可在数小时内送达全球三分之二人口所在地区。但目前其援助输出量大幅下滑，受援国家数量已从 1 月的 25 个锐减至 3 月的仅 9 个。 迪拜人道主义城首席执行官朱塞佩・萨巴向 CNN 表示，成本急剧攀升已难以为继。“战争险保费、燃油价格不断上涨，” 他称，面临资金削减的援助机构 “根本无法承受” 费用的暴涨。 世界卫生组织（WHO）将该枢纽作为紧急医疗物资的主要基地。世卫组织全球应急后勤中心负责人罗伯特・布兰查德将当前局势形容为一场 “完美风暴”。 “燃油附加费持续上涨，这会对机构造成冲击；同时还有空域与航道的中断，” 他告诉 CNN，“这些物资的运输成本会更高、耗时会更长，而我们本就面临着严峻的资金压力。” 在仓库内，自冲突爆发以来，发往古巴的援助物资便一直滞留，一同等待运输的还有运往苏丹、乍得和也门的补给。布兰查德警告：“物资短缺即将出现。” 责任编辑：郭明煜

Alexey_Fedoren Despite a sharp rise in oil prices, global equity markets have shown notable resilience, prompting analysts at Deutsche Bank to argue that the current selloff differs meaningfully from past energy-driven downturns. Brent crude has remained above $100 per barrel for nearly a month, yet major benchmarks such as the S&P 500 ( SP500 ) and Europe’s STOXX 600 ( STOXX ) are only modestly below their record highs, declining roughly 5–6%. Historically, comparable oil shocks have triggered far steeper equity losses. The investment bank attributes this divergence to three key factors. First, futures markets suggest investors expect the current geopolitical tensions to be short-lived. While spot Brent prices hover around $111 per barrel, contracts further out indicate a significant decline, with six-month and twelve-month prices falling into the low $80s and upper $70s, respectively. Second, incoming economic data continues to signal expansion rather than contraction, easing fears of an oil-induced recession. Finally, central banks have so far refrained from implementing aggressive tightening measures. This stands in contrast to prior episodes—such as the rapid rate hikes of 2022 and the inflation-fighting policies of Paul Volcker—which amplified market stress. Together, these factors are helping cushion risk assets despite elevated energy prices, Deutsche Bank expressed. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). Energy ETFs: ( XLE ), ( VDE ), ( XOP ), ( OIH ), ( AMLP ), and ( IXC ). Oil ETFs: ( USO ), ( UCO ), ( DBO ), ( OILK ), and ( USL ). Natural Gas ETFs: ( UNG ), ( BOIL ), and ( UNL ). More on markets Ceasefire uncertainty looms large as prediction markets signal a long road to de-escalation Cantor Fitzgerald calls the market pullback a buying opportunity despite Middle East risks From oil surge to e...

当前，证券行业正迎来业绩与估值的双重修复。截至4月7日，A股上市券商2025年年报已披露过半，2026年一季度经营数据轮廓逐步清晰。已披露年报的25家上市券商合计营业收入同比增长30.96%，合计归母净利润同比大增45.54%。近期，券商板块虽经历了一轮调整，但资金加码布局态势明显。非银分析师普遍认为，券商板块基本面稳健，估值仍处于历史低位区间，板块正迎来战略性配置窗口期。目前，已披露年报的25家上市券商中，除西部证券外，其余24家2025年全年业绩全部保持稳健增长态势。头部券商凭借全业务链布局与核心竞争优势，进一步巩固了市场领军地位。其中，中信证券2025年主要财务指标创历史新高，国泰海通、国联民生在完成业务整合后，业绩表现十分亮眼。(证券日报网)

The S&P 500 Index ($SPX ) (SPY ) today is down -0.90%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.76%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.40%. June E-mini S&P futures (ESM26 ) are down -0.97%, and June E-mini Nasdaq futures...

By restoring 100% bonus depreciation, the OBBBA is providing liquidity needed for economic growth.

The app uses iPhone Live Activities to alert you when scary scenes are about to happen, while also tracking what to watch and where to stream it.

大批哀悼者聚集，部分人抬着两具覆盖着旗帜的白色棺椁 周二，黎巴嫩民众聚集在一起，为在以色列空袭中丧生的一对夫妇举行葬礼。这对夫妇与同以色列交战的武装组织真主党并无明显关联，此次袭击引发了黎巴嫩国内广泛愤慨。 皮埃尔・穆阿瓦德与弗拉维娅・穆拉德周日在位于首都贝鲁特以东山区小镇艾因萨阿德的家中身亡，此地远离迄今战争中其他遭袭区域。穆阿瓦德是黎巴嫩力量党的一名地方官员，该基督教政党长期以来强烈反对真主党。 周一，以色列军方称，此次造成夫妇二人遇难的袭击目标为 “恐怖分子目标”，但正在核查 “有关多名无关人员在袭击中受伤的报道”。以军发言人向《纽约时报》表示，穆阿瓦德 “绝对不是打击目标”，并称以色列正试图调查其遇难的相关情况。 “他犯了什么罪？” 哀悼者伊莱亚斯・比德兰带着妻儿参加了葬礼，他质问道，“他和家人正待在家里，空袭就来了，夺走了他们的性命。” “这是一场针对整个黎巴嫩的战争。” 比德兰说。 周日，以色列对贝鲁特发动多轮空袭，彼时黎巴嫩庞大的基督教社群正在庆祝复活节。头顶战机的轰鸣、无人机的嗡鸣与对首都的空袭爆炸声，混杂着赞美诗与教堂钟声。 黎巴嫩卫生部称，周日全国范围内的袭击造成至少 39 人遇难。该部门表示，截至目前，这场战争已导致超 1500 人死亡，涵盖不同背景的平民，另有超 4800 人受伤。 黎巴嫩力量党领导人萨米尔・贾加周一在声明中称，以军袭击穆拉德与穆阿瓦德时，目标是 “伊朗伊斯兰革命卫队下属圣城军的一名成员”。圣城军在伊朗境外活动，负责处理伊朗与包括真主党在内的中东地区盟友民兵及代理武装的关系。 其声明并未说明这名被袭目标与遇难夫妇的位置关系。 贾加表示，空袭击中了穆阿瓦德所在的建筑，导致屋顶坍塌，还有一名前来拜访这对夫妇的女子也一同遇难。 这场整体战争以及周日这对夫妇的遇难，再次暴露了黎巴嫩深刻的教派分歧。 真主党是什叶派穆斯林政治运动兼民兵组织，其加入地区战争支援伊朗的举动，加剧了黎巴嫩基督教、德鲁兹、逊尼派社群及世俗团体对它的不满。 许多人担忧，黎巴嫩因被拖入又一场对以战争而滋生的不满情绪，不仅可能引发大范围教派冲突，还会加剧经济困境与政治危机，而无论冲突各方是谁，最终承担后果的都是平民。 周二下午，雾气笼罩着附近山区，烟花、枪声与教堂钟声交织回荡。 两具带有金色把手、覆盖黎巴嫩力量党旗帜的白色棺椁，盛放着穆阿瓦德与穆拉德的遗体，被抬入亚赫...

TennesseePhotographer/iStock Editorial via Getty Images BofA Securities reinstated coverage of Tractor Supply Company ( TSCO ) with a Neutral rating, as the company’s exposure to rising gas/diesel prices and subdued spending on big-ticket items will limit upside potential in the company’s profits, while downside risk on shares is partially mitigated by higher corn prices used in animal feed. “We remain relatively cautious on near-term demand; we view the majority of TSCO’s business as either discretionary or highly competitive,” said analyst Christopher Nardone, noting a pullback in purchases of big-ticket categories last year due to a more cautious consumer. “Tractor Supply could see pressure on big-ticket categories this spring given broader uncertainty and cost inflation, which could drive repair versus replacement activity,” Nardone writes. While he expects to see progress on direct sales, final mile, and pet and animal medications, it will take some time for the summation of these initiatives to be a significant needle mover on a $15B sales base. Nardone set a $47 price target for Tractor Supply ( TSCO ) representing 3% upside from Monday’s closing price. More on Tractor Supply Tractor Supply Company 2025 Q4 - Results - Earnings Call Presentation Tractor Supply Company (TSCO) Q4 2025 Earnings Call Transcript Tractor Supply: Good Growth Prospects At Reasonable Valuation (Rating Upgrade) Tractor Supply looks to take on final-mile deliveries Tractor Supply outlines 4%–6% sales growth target for 2026 while expanding store and delivery initiatives

Key PointsBroadcom announced the expansion of its existing relationships with two of the biggest names in AI.

【有線新聞】美國貿易代表格里爾說總統特朗普下月訪華，期望能跟中國保持穩定的經貿關係。 格里爾出席美國智庫活動時提到特朗普下月訪華，跟國家主席習近平舉行雙邊會談，指美國不尋求和中國大規模對抗，希望雙方保持穩定關係。又期望雙方談判代表可以在兩國元首會面前解決稀土出口管制問題，雙方正磋商成立貿易委員會，在互不觸及彼此的國家安全紅線下，制定雙邊可持續貿易機制，亦正考慮建立委員會討論雙方投資議題。

【有線新聞】市建局資助九龍城參與「小區復修」先導計劃，請來泰國藝術團隊在大廈外牆創作壁畫，又美化附近一帶的街道，展示九龍城的地道文化和魅力。 在九龍城城南道，這幢正翻新的大廈別樹一格，活潑的色彩與周圍老化的建築形成對比。增福樓法團主席黃笑容：「初時我們有點抗拒，我們不喜歡獅子、老虎之類的猛獸，有些人以為要自己出資，又要集資一份錢，覺得隨便塗一種顏色便好、也好看，又不用多用錢。後來知道政府（市建局）資助的，大家也安心讓我們做這件事。」 城南道的增福樓參加了「小區復修」先導計劃，由市建局資助美化，為凸顯「龍城」的歷史文化，揀選了泰國團隊的設計，他們花一星期完成壁畫。泰國藝術家Waris：「泰國過去有很多大象，所以我們用了大象來代表泰國人。你可以看到背景有一個笑臉，因為泰國人經常笑臉迎人，是我們表達友好的方式。」增福樓法團主席黃笑容：「覺得特別新鮮，覺得經過看到很開心的感覺。」 美化的部份亦延伸至大廈外，附近一帶重鋪天藍色的馬路，電箱畫上飛機圖案，呼應九龍城飛機低飛的集體回憶。沿路欄杆還有泰國的小知識，讓市民和遊客發掘九龍城的魅力。 連同這幢大廈，九龍城區一共有七幢大廈參與「小區復修」先導計劃，分別畫上泰國和潮州主題的壁畫，呼應社區特色。

The Dow Jones index drops ahead of Trump's Strait of Hormuz deadline. UnitedHealth leads the Dow.

Key PointsTiming the market is both risky and difficult to do.

Intel Corp (NASDAQ:INTC, XETRA:INL) has announced that it is joining Elon Musk’s TeraFab initiative, a project aimed at building large-scale semiconductor fabs to supply chips for AI, robotics, and space applications. The announcement was made on Tuesday via a post on Musk’s social media...

Intel teams up with SpaceX, Tesla and xAI on TeraFab project Yahoo! Finance Canada

Ratchapon Supprasert/iStock via Getty Images Bridger Pipeline's proposed project to transport Canadian crude from the ‌U.S.-Canada border to Wyoming would cost ~$2B and have the capacity to transport more than 1M bbl/day of oil, the company said Monday, according to Reuters. Bridger first outlined plans in January for a pipeline capable of transporting 550K bbl/day ​of Canadian crude from near the U.S.-Canada border to travel south ⁠through eastern Montana before crossing into Wyoming and terminating near Guernsey, but filings submitted in late March ​reportedly show the proposed 36-inch pipeline would span nearly 650 miles and ultimately have the capacity to deliver ​up to 1.13M bbl/day to Guernsey, adding that Bridger expects the pipeline to initially operate at ~550K bbl/day. Although the application specifically mentions moving Canadian oil, detailed maps in the application also show potential tie-ins at key points for the Bakken shale oil field, providing access to most of Bridger’s North Dakota gathering network, according to Plainview Energy Analytics. Bridger Pipeline is viewed as a potential U.S. partner for Canadian company South Bow ( SOBO ), which is working to revive portions of the canceled Keystone XL oil pipeline. More on South Bow South Bow Q4 2025 Earnings Call Transcript South Bow: As Dust Settles - Downgrade To Hold South Bow: Strong Business Model, Outstanding Dividends, Growth On The Horizon

Just_Super Artificial intelligence remains a “huge theme that is in early innings,” according to John Belton, growth equities portfolio manager at Gabelli Funds, who pointed to Anthropic’s ( ANTHRO ) revenue run rate tripling to $30B since the start of the year as evidence that AI investments are paying off. Belton shared his outlook in an interview with CNBC, noting the revenue disclosure came alongside a series of agreements between Broadcom ( AVGO ), Google/Alphabet ( GOOGL ), ( GOOG ), and Anthropic ( ANTHRO ). Despite recent market volatility, Belton observed that many “Magnificent Seven” stocks ( MAGS ) are trading at historically low premiums compared to the broader market. “Most of the Mag 7 are barely trading at a premium to the market now on a forward PE basis despite the fact that fundamentals for these companies remain very strong,” he said. The Anthropic ( ANTHRO ) revenue data addresses a key debate that had been weighing on major tech stocks before recent geopolitical tensions: whether these big investments in AI capex “were bearing fruit or were generating returns,” Belton said, calling the Anthropic ( ANTHRO ) disclosure “a very encouraging data point.” Looking ahead, Belton flagged the potential for massive IPOs from SpaceX ( SPACE ), OpenAI ( OPENAI ), and Anthropic ( ANTHRO ), which could bring companies worth up to $3T to public markets this year or next. “Investors are going to have to learn about the space business very quickly over the coming weeks,” he said, adding that the market will need to evaluate both large language model business structures and space industry valuations. Current market conditions have made stock-picking difficult, with dispersion in U.S. equities sitting at five-year lows as investors await clarity on Middle East conflicts. Belton noted that “the market’s just waiting for visibility” on the path forward before normal dynamics can resume. As for his portfolio strategy, Belton said he prefers to “move slower” when evalu...

JHVEPhoto/iStock Editorial via Getty Images I now think Lamb Weston ( LW ) is likely to report stronger margins in fiscal 2027. The last time I wrote about this company, it looked like it was fairly valued in comparison to fiscal 2026 expectations. It’s narrowed its guidance, but it looks like its situation might not change much this year. But in fiscal 2027, several short-term headwinds will be gone, including palm oil tariffs and French fry factories operating at low capacities. And Starboard Value also has its own plan to improve Lamb Weston’s efficiency. So, while Lamb Weston hasn’t provided 2027 guidance yet, I think it will be more profitable next year. In fiscal Q3 2026 , Lamb Weston continued to trade pricing for volume. Its volume was up 7%, and its pricing was down 7%. Its gross margin was 21.2%, which was down from 27.8% in the year-ago quarter. This isn’t too surprising. Fast-food restaurants are still slashing their value meal prices to maintain their own volume. And consumers are buying private-label French fries instead of brand-name ones. So, I’d expect Lamb Weston’s margins to remain under pressure. But the company’s SG&A costs also fell 80 basis points from 10.8% to 10.0% of revenue. It sounds like Starboard is focused on reducing Lamb Weston’s SG&A, so the company might already be listening to activist investors. The bull case for Lamb Weston is about bottom-line improvements. This stock has a 3.86% dividend yield, which isn’t as high as some of the other food companies’ dividends. Other large food companies’ stocks are trading at lower valuations. And Lamb Weston may not be able to raise its prices, either. Right now, its mix is negative because consumers are trading down. But Lamb Weston could still achieve earnings growth in fiscal 2027 because some short-term headwinds will be gone. Lamb Weston’s Tariff Costs Will Drop in Fiscal 2027 Lamb Weston grows lots of potatoes in the US, so it doesn’t have to import potatoes. It is importing the oil it...

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Tuesday's key moments. 1. Stocks fell Tuesday as investors lose hope for a ceasefire that depends on whether U.S. and Iran reach an agreement to reopen the Strait of Hormuz. President Donald Trump threatened to destroy Iran's power plants and bridges if a deal wasn't struck by 8 p.m. ET Tuesday. Given the latest developments, Jim Cramer said investors are offloading stocks so that they have a "little less exposure" after four positive sessions in a row for the S & P 500 . The Club on Monday took advantage of the latest win streak to do some trimming, booking some profits in Goldman Sachs after two separate buys during its mid-March pullback. With some of those proceeds, we added to our position in Alphabet on Monday. 2. Apple shares are down more than 3% after Nikkei Asia reported that shipments of the inaugural foldable iPhone could be delayed. According to the news outlet, setbacks in the engineering phase of the product might put a dent in the phone's mass production and shipment schedule. The general expectation was the foldable devices would debut in September, when the company usually announces its new slate of iPhones. Jim said the dip is a buying opportunity for new investors. "It's a good place to start a position if you don't own any Apple," Jim said. Based on intraday prices Tuesday, Apple shares are down more than 10% from their 2026 closing high of $278.12 on Feb. 6. 3. Starbucks shares are taking a breather Tuesday after a nearly 5% advance in Monday's session, which made it one of our best-performing names to start the new trading week. On Monday, investors were digesting the news from late Thursday that Starbucks finalized its joint venture with Boyu Capital, selling off 60% of its China business, in a deal designed to accelerate long-term growth in the country. Jim said if the stock trends higher, "I do want to let some [of ...

J Studios/DigitalVision via Getty Images By Mike Larson Transcript Mike Larson: There is one market sector on every investor's mind here; it’s energy. The Middle East conflict is driving the price of crude oil, LNG and energy products like jet fuel and diesel much higher. But the magnitude of the moves varies widely by geography and market, and both the shorter-term and longer-term fallout would depend greatly on things we just don’t know. Most important of them, naturally, is the duration and the severity of the ongoing war. To get the best possible answers, I turned to one of the nation’s leading energy experts. Our first-time guest here on the MoneyShow MoneyMasters Podcast, he shared powerful insights into virtually every subsector of the group and every major trend driving supply, demand, and pricing. And that includes things like the AI boom and the ways we’re powering it as a country, something that we will be talking about long after the guns go silent in the Middle East. He is Ken Medlock, Senior Director at the Center for Energy Studies, at The Baker Institute for Public Policy, which is located at Rice University. Ken, thank you so much for taking some time out here to chat. I know, I haven’t had you on the podcast before, so, for somebody who is not familiar with your background, why don’t you just take a minute or two to talk about what your history is in the energy industry and what you do there at The Baker Institute? Ken Medlock: Yeah, sure. So, it’s a pleasure to be here. I currently lead the Center for Energy Studies here at The Baker Institute. We have been ranked the number one think tank on energy and natural resources in the world. Really pride ourselves in being data-centered, grounded in foundational theories, economics, engineering, political science, all of the above, have a very diverse background of fellows and staff working on a variety of issues ranging from oil and gas all the way to sustainability and circularity. So, we run the gamut...

Uber is expanding its AWS contract to run more of its ride-sharing features on Amazon's chips. This is a thumb-of-the nose at Oracle and Google.

Uber is expanding its AWS contract to run more of its ride-sharing features on Amazon's chips. This is a thumb-of-the nose at Oracle and Google.

美国天主教主教会议主席保罗・S・科克利大主教敦促特朗普总统不要实施他威胁要在伊朗采取的军事行动。科克利大主教在一份罕见措辞强硬、直接点名总统的声明中表示：“毁灭整个文明的威胁，以及蓄意将民用基础设施作为打击目标，在道德上是站不住脚的。为了和平，在更多生命逝去之前，我呼吁特朗普总统从战争的悬崖边退一步，通过谈判达成公正的解决方案。” 他呼吁 “所有渴望真正和平的人们” 参加利奥十四世教皇即将于周六举行的祈祷守夜活动。 责任编辑：郭明煜

欧洲债券下跌，德国2年期国债收益率料创2024年7月以来最高收盘，此前美国总统特朗普再度威胁可能对伊朗发动大规模新一轮轰炸、且有报道称德黑兰已中止停火谈判。 短端领跌，德国2年期国债收益率升至2.73%，英国至4.42%，意大利至2.98%。 市场全天都在加大对货币政策收紧的押注。利率互换目前显示，预计欧洲央行到年底将收紧82个基点，英国央行将收紧62个基点。 特朗普在Truth Social发文称，“整个文明将在今晚灭亡”；副总统JD·万斯在布达佩斯新闻发布会上对市场释放了更为积极的信号，称战争“很快”将结束。 有报道称，伊朗已停止与美国的谈判努力，这加剧了市场对冲突长期化的担忧，冲突长期化将推高通胀。 市场： 德国10年期国债收益率上涨9个基点，报3.08%； 德国国债期货下跌90个点，报124.71%； 意大利10年期国债收益率上涨12个基点，报3.98%； 意大利与德国国债利差扩大3个基点，报89个基点； 法国10年期国债收益率上涨12个基点，报3.80%； 10年期英国国债收益率上涨8个基点，报4.91%。 责任编辑：丁文武

Valmont (VMI) could produce exceptional returns because of its solid growth attributes.

Laureate Education (LAUR) possesses solid growth attributes, which could help it handily outperform the market.

美国汽车协会（AAA）的最新数据显示，今日美国普通汽油均价达到每加仑 4.14 美元 ，这意味着自对伊战争爆发以来，油价已累计上涨 39% 。 “想象一下你身处一座荒岛，只剩下最后一瓶水，”CNN 的戴维・戈德曼今日对帕梅拉・布朗说，“你会不惜一切代价买下它。现在的市场就是这种情况。” 戈德曼报道称，自 2 月战争爆发以来，航空燃油价格也已上涨 94% ，这预示着消费者将面临更高的机票价格。 责任编辑：郭明煜