rarrarorro U.S. President Donald Trump's deadline for Iran to reopen the Strait of Hormuz could change if talks with the Middle Eastern country progress on Tuesday. Multiple reports said the U.S. is preparing to carry out "heavy strikes" against the country if the deadline is not met, but if talks progress, that can change. However, if the deadline ends without any agreement, then the U.S. is looking to launch an attack. Iran has also reportedly ended diplomatic talks with Washington. The news comes hours after Trump issued a warning where he threatened the destruction of “a whole civilization” if Tehran does not agree to U.S. terms to end the war in the area. The president also gave a deadline of 8 p.m. ET for Iran to accept U.S. conditions and open the Strait of Hormuz, adding that all of Iran could be "taken out in one night" if the deadline isn't met. On the other hand, reports surfaced that the U.S. has attacked military targets on Kharg Island. Despite Iran allegedly cutting off communication with the U.S., Middle Eastern officials said talks with ceasefire mediators continue, although efforts are now complicated. If Trump extended the deadline, this would be the fourth time to do so. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on markets Iran: Deal Or No Deal? The Citrini Report And EU Diplomacy Suggest One May Happen Beyond The Deadline: What Markets Are Still Not Pricing In Why Is The Stock Market Holding Up So Well? Overseas refiners paying record high prices ‌for some crude oil grades, far exceeding futures Insiders got more bullish into March market selloff

Fresh off reports Intel (NASDAQ:INTC) is in advanced talks with Google and Amazon (NASDAQ:AMZN) for advanced packaging services on custom AI chips, the chipmaker is back again reporting yet another boost to its foundry ambitions. Intel announced today that it is joining Elon Musk’s Terafab project with SpaceX, xAI, and Tesla (NASDAQ:TSLA), and investors took ... Intel Lands Musk’s $25 Billion Terafab: A Billion-Dollar Foundry Win in the Making?

Galeanu Mihai/iStock via Getty Images Investment Thesis I reiterate my bullish view on the American stock market. This article is part of a weekly series starting in 2024 where I bring insights about investments to Seeking Alpha readers. In this article, my intention is to show how weak March was for the stock and bond markets; however, I will also show how we have arguments to believe that there is a great opportunity ahead. Context As we can see in the graph below, March was weak for the stock and bond markets. We have not seen such a weak market in a long time, and of course, the reason was the conflict in Iran. Stocks and Bonds in March (FT) Despite the poor performance, I will analyze this performance in more depth, and the graph below helps us reach the conclusion. The Opportunities As the insight below suggests, what we are seeing is a compression of multiples caused by geopolitical events and other market peculiarities (such as the credit scenario). However, earnings remain resilient (which is a great sign). Dividends vs. Earnings vs. Multiple ( FactSet ) Speaking of earnings, the results for the next quarter are approaching, and the momentum is strong. The market prices annualized growth of 12%, but there is a great possibility that expectations will be exceeded given the performance of recent quarters. EPS Growth ( FactSet ) In parallel, it is important to remember that the second year of Government is historically characterized by a less vigorous performance; however, buying during this period proves to be very intelligent when the investor carries over his positions into the third and fourth year. S&P 500 in Election Cycles (Fidelity) Finally, a catalyst that is little talked about. Pension fund rebalancing is the 8th largest since 2000 and is estimated at $34 billion. Monthly Equity Pensions Estimate (GS) Based on the arguments cited above and several other arguments cited in the weekly series, I reiterate my optimistic view of the American stock market...

4月7日晚，山东东营经济技术开发区应急管理部发布火情通报称，2026年4月7日18时10分，东营经济技术开发区东八路与浏阳河路交叉路口一厂房发生火情。19时53分，现场明火被扑灭，事故造成1人死亡。具体原因正在调查中。（央视新闻）

Anthropic's multi-gigawatt compute deal with Google and Broadcom highlights how AI companies are now directly competing with bitcoin miners for the same energy infrastructure. Several major miners have already started converting capacity to AI hosting, but does this mean that bitcoin mining is dying? CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."

Dennis Diatel Photography/iStock Editorial via Getty Images What if Ethereum ( ETH-USD )'s real growth story doesn't lie in price but in the money quietly flowing through it? According to Token Terminal , stablecoin supply on Ethereum ( ETH-USD ) has hit an ATH of ~$180B, up ~150% in 3 years. With a 60% market share, the asset isn’t just leading but rather becoming the financial highway for digital dollars. Stablecoin supply on Ethereum (Token Terminal) The bigger picture? Reportedly, up to ~$1.7T could move on-chain in four years. Even if ETH's share drops to 50%, that still implies ~$850B in potential inflows. Stablecoins tell the clearest story here. Tether ( USDT-USD ) leads with ~$94B, while USD Coin ( USDC ) follows at ~$55B. But what’s interesting is the rise of newer players—USDS, USDe, and PYUSD—slowly gaining ground and making the stablecoin space more competitive. The bullish ETH momentum doesn't end here. Data from Artemis shows the asset added ~$9.4B in stablecoins in just one month, while Solana ( SOL-USD ) lost around ~$820M, hinting that the big-whale money is clearly moving toward the biggest altcoin right now. Institutional flows are also aligning with this trend. Data from SoSoValue shows Bitcoin ( BTC-USD ) ETFs pulled ~$471M in inflows on April 6, led by BlackRock's ( IBIT ), while Ethereum ( ETH-USD ) ETFs recorded ~$120M in inflows, led by BlackRock’s ( ETHA ) at ~$60.82M, with zero outflows across top funds. Ethereum Inflows (SoSoValue) However, investors should note that in the short term, things are a bit shaky. The ETH price is hovering around ~$2.06K, down ~4% in a day, as global tensions pulled down risk assets like BTC and even dragged down some major crypto-linked stocks such as MicroStrategy ( MSTR ), Robinhood ( HOOD ), and Mara Holdings ( MARA ) to about 2%-6%. But zoom out a bit, and the picture looks more promising with stablecoin flows steadily rising on Ethereum ( ETH-USD ). Analyst Ali Martinez recently shared that ~$1.8K is th...

An analyst says ongoing Qualcomm litigation and a thornier competitive backdrop are among the factors that could hinder a sustained rally for Arm shares.

Joe Raedle/Getty Images News The launch of NASA’s Artemis II mission is reinforcing investor focus on the long-term growth potential of the space economy, according to a new research report from Bank of America Securities analyst Ronald Epstein. The April 1 mission marked the first crewed lunar flyby in more than five decades and is designed to test life support systems and critical docking procedures that will underpin future Moon landings and eventual missions to Mars. The program also highlights the deep industrial ecosystem supporting U.S. space ambitions. Lockheed Martin ( LMT ) is serving as prime contractor for the Orion capsule, while Northrop Grumman ( NOC ) built the solid rocket boosters. Boeing ( BA ) produced the core stage of the Space Launch System rocket, and L3Harris ( LHX ) supplied key engine components. Reusability becomes the next frontier While Artemis II emphasizes reliability over cost efficiency, the longer-term trajectory points toward reusability as a requirement rather than a luxury. NASA has opted not to reuse boosters for this mission in order to maximize the probability of success. However, Epstein notes that reusable systems will be necessary if the agency hopes to achieve a sustained pace of lunar missions and eventual Mars exploration. Upcoming milestones include Artemis III, expected in 2027, which will test commercially built lunar landers in low-Earth orbit. A subsequent mission aims to return astronauts to the Moon’s surface by 2028, placing pressure on both government and commercial partners to execute flawlessly. Competition with China adds urgency The timeline is not unfolding in a vacuum. China is targeting a crewed lunar landing by 2030, adding geopolitical urgency to U.S. space efforts. The report suggests this competitive backdrop could sustain funding and investor interest across the aerospace and defense sector, particularly for companies tied to space infrastructure and advanced propulsion technologies. One emerging ar...

Microsoft Is Now The Biggest Deadweight On S&P 500 — And Exxon Is What Nvidia Used To Be Benzinga

一名以色列安全消息人士向美国有线电视新闻网（CNN）透露，在美国总统唐纳德・特朗普设定的伊朗重新开放霍尔木兹海峡最后期限来临前，以色列军方已进入待命状态，随时准备对伊朗发动打击。 特朗普此前曾威胁摧毁伊朗的发电厂及其他民用基础设施，称若伊朗不在美国东部时间周二晚 8 点前开放这一关键航道，将面临严重后果。 以色列安全消息人士表示，美以已制定联合军事行动方案，双方将展开全面军事协同，只待特朗普下达行动许可。 “我们知道，未来几小时内，总统有可能在最后一刻延长最后通牒 —— 也有可能直接下令战机起飞，” 该消息人士补充道。 另一名熟悉美方外交努力失败后应急方案筹备情况的以色列消息人士告诉 CNN，此次行动的主要目标是伊朗的国家基础设施，特别是那些预先划定、留待行动后期打击的目标。 该以色列消息人士称，以色列将重点打击能源与电力设施，美国则聚焦石油相关目标。 两名以色列消息人士向 CNN 透露，周一，以色列已批准一份更新后的伊朗能源与基础设施目标清单，以备美国外交谈判破裂时启用。 此外，以色列陆军参谋长埃亚尔・扎米尔中将周二表示：“我们正临近对伊朗联合行动的一个战略转折点。” “截至目前，我们已取得重大战果，包括实现行动初期设定的各项目标。我们将继续坚定行动，进一步削弱伊朗政权，” 扎米尔在局势评估会议上表示。 责任编辑：郭明煜

Exclusive: Amazon strikes deal with USPS that maintains 80% of package volume Reuters

Apple shares fall on reported foldable iPhone delay Proactive Investors

Apple Inc (NASDAQ:AAPL, XETRA:APC) shares fell almost 4% on Tuesday after Nikkei Asia reported that Apple is encountering more engineering challenges than anticipated during the early test production phase of its foldable iPhone, potentially delaying the device’s launch into 2027. The...

Apple shares fall on reported foldable iPhone delay Proactive financial news

Key PointsNo new acquisitions were announced in March.

BlackJack3D Chip and AI-related stocks fell on Tuesday as the U.S.-Israel-Iran war raged after President Donald Trump issued an ominous warning suggesting Iran faces imminent destruction if Tehran does not agree to U.S. terms to end hostilities in the region. The tech-focused Nasdaq Composite ( COMP:IND ) fell around 1.3%. At the same time, the benchmark S&P 500 ( SP500 ) declined about 0.9%. The blue-chip Dow ( DJI ) also fell nearly 0.8%. "A whole civilization will die tonight, never to be brought back again. I don't want that to happen, but it probably will," said Trump on Truth Social, ahead of a deadline he set for the opening of the Strait of Hormuz. Reportedly, the U.S. military struck dozens of Iranian military targets on Kharg Island. Meanwhile, Iran’s Revolutionary Guard warned it would “deprive the U.S. and its allies of the region’s oil and gas for years” if Trump follows through with his threats. Iranian officials called on young people to form human chains to protect power plants. Brent Futures ( CO1:COM ) climbed about 0.6%, while Crude Oil Futures ( CL1:COM ) jumped nearly 3.2% on Tuesday. Shares of AI chipmaker Nvidia ( NVDA ) fell about 2%, while Advanced Micro Devices ( AMD ) dipped nearly 1%. Qualcomm ( QCOM ) fell around 2%. However, Broadcom ( AVGO ) soared about 4% after disclosing that it signed a long-term deal with Google ( GOOG ) ( GOOGL ) to develop its custom AI chips, known as tensor processing units. Several other AI and networking-related stocks were mixed. Coherent ( COHR ) and Corning ( GLW ) each fell nearly 1%, while Celestica ( CLS ) and Cisco ( CSCO ) were also in the red. However, several stocks in this space bucked the trend. Applied Optoelectronics ( AAOI ) surged about 6%, while Arista Networks ( ANET ) and Lumentum ( LITE ) each jumped nearly 3%, while Ciena ( CIEN ) rose nearly 1%. Arm ( ARM ) plummeted about 5%, while Marvell Technology ( MRVL ) fell nearly 2%. Lattice Semiconductor ( LSCC ), GlobalFoundries ( GFS ), Taiw...

standret/iStock via Getty Images After my previous analysis , Trane Technologies plc ( TT ) picked up its momentum and delivered nearly 12% returns in just three months. Somehow, I also understand the positive market reaction despite my cautious stance last time. The notable price drop became an opportunity for buyers to enter or increase their position. After all, this was a shoot-first-and-ask-me-later reaction to NVIDIA’s ( NVDA ) Rubin chip, which sparked concerns among HVAC companies. Even so, I believe that a hold rating still stands in line with its valuation. Additionally, recent technicals have improved with bullish reversal attempts but have not yet broken above the resistance, so more confirmation may be needed. Trane Technologies: Growth Sustained, But Cost Pressures Rose In the months that followed my previous coverage of Trane Technologies plc, we saw some interesting trends despite macroeconomic volatility. As businesses and households adapt to digitalization, data centers have become more crucial in meeting the need for internet access. With that, HVAC units also benefit from the positive spillovers of these recent trends. This was evident in the most recent performance of large players like TT. In Q4 2025, its operating revenue amounted to $5.1B , up by 5.6% YoY from $4.9B. This YoY increase was also higher than in my previous coverage at 5.5%, which suggests sustained growth. This was quite impressive considering stubborn inflation that could have affected purchasing power. As you can see, its bookings kept increasing, which means that demand for its HVAC units remained strong. Its operations in the Americas remained the jewel of the crown, as they comprised 78% of the total revenues. It also rose by 5.5%. EMEA also helped drive its revenue growth with a YoY increase of about $80M, or 11%. Their combined amount completely offset its weakness in APAC. Income Statement (TT Q4 2025 Release) However, one may not ignore the impact of the mounting cost p...

Iran’s oil exports are almost completely dependent on a small outpost in the Persian Gulf: Kharg Island. Lying 15 miles (24 kilometers) off the Iranian mainland, the island is the loading point for around 90% of the country’s crude shipments. Exports have only dipped slightly since the US and Israel launched strikes against Iran, as the Islamic Republic has continued to send its own vessels through the Strait of Hormuz while effectively closing the waterway to all but approved ships from elsewhere. Kharg Island has already been caught up in the war, but the US has focused two rounds of attacks on military assets and spared the oil infrastructure. President Donald Trump has floated seizing the export hub, “obliterating” it or even taking control of Iran’s entire oil sector . Any of these actions would be a marked escalation. A ground operation would carry huge risks, including significantly more casualties than the US has suffered so far. What could a US invasion of Kharg Island achieve? Taking control of Kharg’s oil facilities would allow the US to halt the bulk of Iran’s crude exports. This would put further pressure on the Iranian economy — which is highly reliant on oil revenue and has already been heavily strained by years of sanctions — and could provide leverage to force Iran to allow maritime traffic to resume through the Strait of Hormuz. While Iran has other oil export terminals, none can match the capacity of Kharg, which handles around 1.5 million barrels of oil per day. The Jask terminal, located at the eastern end of the Strait of Hormuz, was built to reduce Iran’s dependence on the waterway, but shipments from there have been infrequent. It’s only loaded five tankers since officially opening in 2021. Iran has endured extended periods of low oil exports before, including during Trump’s first term, when his “maximum pressure” strategy of harsh sanctions eroded the country’s crude shipments to less than a third of current levels. What are the risks of a U...

Source: Bloomberg, 0:00

SPY is down 0.8% today, on AAPL stock price movement quiverquant.com

The energy sector has always been volatile. While the current geopolitical conflict in the Middle East is a headline-grabbing event, it really isn't all that unusual. However, that doesn't mean investors can simply ignore what is happening with supply and demand, given the region's importance to the global energy market. Chevron (NYSE: CVX) is warning that things could get worse before they get better. Brent Crude is the global oil benchmark. The geopolitical conflict has led to a swift, dramatic rise in the benchmark's price, as you would expect. Recently, however, there has been a strange wrinkle in the market. Prices for oil to be delivered in June have been roughly $30 lower than the price for Brent Crude that will be delivered in the next 10 to 30 days. Image source: Getty Images. Continue reading

SPY is down 0.8% today, on AAPL stock price movement Quiver Quantitative

The U.S. Postal Service has retained Amazon as a customer, but the new contract represents a 20% reduction in shipping business. The post Amazon signs new delivery deal with Postal Service at 20% less volume appeared first on FreightWaves.

A key North Sea oil-pricing period saw 12 unanswered bids for cargoes and surging prices, the latest sign of tightness in global crude markets as the Iran war hits global output. Top commodity traders and oil companies lined up to seek shipments of five different types of crude that help set Dated Brent, the world’s main value for physical oil markets, according to traders monitoring the window, which is run by Platts, a unit of S&P Global. No companies emerged as sellers. Dated Brent, which last week climbed to the highest since 2008, underpins the majority of the real-world crude transactions across the globe. It has been propelled higher by the war in Iran, which has curbed flows through the Strait of Hormuz, which accounts for about a fifth of the world’s oil. Read more: Key Real-World Oil Price Soars to Highest Level Since 2008

基尔・斯塔默在木质讲台前讲话 英国首相基尔・斯塔默因拒绝加入美以对伊朗的战争，遭到特朗普总统嘲讽。 面对特朗普总统扬言要把伊朗 “炸回石器时代” 的威胁，英国政府周二表示，首相基尔・斯塔默仍坚持立场： 美国只能出于防御目的使用英国基地，不得用于其他行动 。 在向记者举行的媒体吹风会上，首相发言人拒绝透露英方官员是否已明确告知美国，不得从英国领土起飞，对伊朗的桥梁、能源设施等民用目标发动打击 —— 这类打击正是特朗普所威胁的内容。 但该发言人表示，首相并未改变此前对美军轰炸机从英国基地起飞的限制，其中包括英格兰南部僻静地区的 费尔福德皇家空军基地 。B-52、B-1 轰炸机此前已在该基地装载弹药，准备飞往伊朗执行任务。 这些限制激怒了特朗普。过去几周，他一直指责斯塔默懦弱，贬低英军战力，并威胁要让美国退出北约，以报复他口中盟友在对伊战争中 “缺乏支持” 的行为。 斯塔默坚称，英国不会参与 “从天而降的政权更迭”，表示本国民众不想重蹈 2003 年伊拉克战争时政府支持美国的覆辙。 但为安抚特朗普，首相已批准美军轰炸机打击伊朗境内用于攻击英国中东设施的导弹发射装置。斯塔默随后将许可范围扩大至袭击霍尔木兹海峡船只的伊朗目标。 这一妥协似乎并未打动特朗普。他周一将斯塔默比作二战前试图绥靖希特勒的英国前首相内维尔・张伯伦。 总统还嘲讽英国海军，称其军舰如同 “玩具”。他表示，英国及其他欧洲国家应自行保障霍尔木兹海峡安全，无需美国协助。 英国军方周二正与约 40 个国家的军方代表举行磋商，讨论在伊朗、美国、以色列之间的战争结束后，有哪些军事方案可保障海峡安全。 英国国防部表示，这场闭门会议旨在制定切实可行的方案，确保石油、天然气、化肥及其他物资最终能安全通过海峡，免遭袭击。 责任编辑：郭明煜

Sign up now! Sign up now! Sign up now? Sign up now! Arne Slot tries his best not to choke up when he talks of last year’s meeting between Liverpool and PSG. “I hope every fan around the world was hoping this game wouldn’t stop because it was incredible,” he blubbed in March 2025. His team had just lost on penalties to the soon-to-be Bigger Cup winners. “It was the best game of football that I was ever involved in.” If the Slot regime comes to its end this summer, with a significant groundswell of opinion among Kopites nodding in that direction, then it is curious he keeps returning to an infamous European night at Anfield which may well prove the beginning of the end. A few days later, Liverpool deservedly lost a Fizzy Cup final to a much more inspired Newcastle. Things have never quite been the same since, despite a 20th league title being claimed in April. With Aaron Ramsey having been without a club since the end of last year and now retiring, it looks like we’ve moved from players announcing their retirement who we weren’t even aware were still playing to players announcing their retirement who were already retired but weren’t aware of it themselves”​ – Noble Francis. Dear Arsenal, how do you sustain this insane consistency in blowing your chances? Every. Single. Time. Players come and go. Managers stay and leave. The only constant is the fans’ anguish. What wizardry will you wield now to hand over the title to Manchester City?”​ – Krishna Moorthy. Re Thursday’s letters. John Groom is correct that not many Aussies use flamin’, but you don’t have to be Stefan Kuntz, Danny Sh1ttu or Christian Fuchs to know our modern alternatives aren’t always printable” – Rowan Sweeney. No-one says flamin’ anymore John, but most of us still have a flamin’ sense of humour” – Greg Wyatt. Continue reading...

美国副总统万斯表示，若伊朗未能在当晚最后期限前达成协议，美国可能升级对伊行动，甚至动用此前“尚未动用的手段”。万斯称，美国拥有“施加更大痛苦的能力”，但强调特朗普及其本人都“不希望走到那一步”，当前正积极推进谈判。他表示，美方预计将在美国东部时间7日20时（北京时间8日8时）前获得伊朗回应，无论结果是正面还是负面。万斯警告称，美国手中仍有“尚未动用的手段”。若伊朗不配合，美方不排除使用这些手段。 (央视新闻)

4月7日获悉，美国副总统万斯表示，若伊朗未能在当晚最后期限前达成协议，美国可能升级对伊行动，甚至动用此前“尚未动用的手段”。万斯称，美国拥有“施加更大痛苦的能力”，但强调特朗普及其本人都“不希望走到那一步”，当前正积极推进谈判。他表示，美方预计将在美国东部时间7日20时（北京时间8日8时）前获得伊朗回应，无论结果是正面还是负面。万斯警告称，美国手中仍有“尚未动用的手段”。若伊朗不配合，美方不排除使用这些手段。（央视）

Pheap Rom was one of 15 people sent to prison in African kingdom last year despite completing US sentences A Cambodian man deported by the US said he would have accepted being sent to Cambodia, but instead ended up imprisoned in Eswatini, a country he knew so little about that when he first read the name he thought it was another immigration detention centre in Louisiana. Pheap Rom, who had been convicted of attempted murder, was one of 10 deportees sent to Eswatini by the US in October 2025. They joined a group of five men, from Cambodia, Cuba, Jamaica, Vietnam and Yemen, who were deported to the small southern African country in July. All were sent to a maximum-security prison. Rom was deported from Eswatini to Cambodia in March. Continue reading...

Chinese EV worries in the US Reuters