格隆汇4月7日｜纳斯达克100指数跌幅扩大至1.5%，纳指跌1.55%，标普500指数跌幅重新扩大至1%。 新兴市场货币回吐涨幅。 伊朗官方媒体称，伊朗已关闭与美国所有外交和间接沟通渠道。

In early trading on Tuesday, shares of UnitedHealth Group topped the list of the day's best performing Dow Jones Industrial Average components, trading up 8.0%. Year to date, UnitedHealth Group has lost about 7.9% of its value. And the worst performing Dow component thus far o

美國貿易代表格里爾稱，美中經濟關係穩定，總統特朗普下月訪華將致力維持這狀況。

Nvidia’s (NVDA) Deal With Competitor Marvell (MRVL) Only Strengthens Its Own Ecosystem, Here’s How insidermonkey.com

Apple (NASDAQ:AAPL) shares are down 5% in Tuesday morning trading, sliding from $258.86 to less than $246 as two distinct headwinds collide: engineering setbacks threatening the company’s first foldable iPhone and a freshly decided patent battle in China. The dual pressure is hitting at a sensitive moment, when investors were already watching Apple’s innovation pipeline ... Apple Drops 5% as Foldable iPhone Delays and China Patent Battle Rattle Investor Confidence

Can a $10,000 Investment in Palantir Technologies Turn Into $1 Million by 2035? Bitget

WANAN YOSSINGKUM/iStock via Getty Images Investment Thesis Fortinet ( FTNT ) is one of the largest pure-play cybersecurity companies in the market and maintains a strategic model that differentiates it from its industry peers. While many competitors rely heavily on stock-based compensation and significant capital reinvestment to fuel expansion, Fortinet has established a consistent track record of GAAP profitability and market-leading capital efficiency while maintaining double-digit revenue growth. Although current market trends favor a capital-light and a digital-first approach, Fortinet's legacy hardware strategy may serve as a significant advantage during the integration of AI into the enterprise environment. Fortinet leads its peers in GAAP profitability and capital efficiency while maintaining a horizontally integrated, hardware-based moat. However, the accelerating industry shift toward cloud-native architectures creates significant long-term uncertainty for their business model. I am initiating a Hold rating on FTNT, reflecting my cautious outlook between the company’s operational excellence and the risk of market displacement by more agile competitors. Fortinet's Business Segment Breakdown The cybersecurity industry is very fragmented, with numerous vendors offering niche products and services for specific needs. Because of this, I believe it is essential to look at how Fortinet’s segments actually fit together and how they fit into the broader cybersecurity landscape. The business starts with its secure networking hardware, centered on the FortiGate firewall. These devices rely on custom-designed ASIC chips that allow for a more powerful and cost-effective product, primarily because they handle security data and processes much more efficiently than the general-purpose processors used by most competitors. Along with these firewalls, Fortinet sells their specialized FortiSwitch and FortiAP, which allow an entire office to be secured through a local network. ...

美国3月纽约联储1年通胀预期为3.42%，预期为3.5%，前值为3.00%。三年期通胀预期3.1%，前值3%。五年期通胀预期持稳于3%。（财联社）

RBC sees move aligned with OCI expansion

According to a filing with the Securities and Exchange Commission dated April 06, 2026, Greenhaven Associates Inc. exited its position in Millrose Properties (NYSE:MRP) , selling 4,596,584 shares in the first quarter. The quarter-end valuation for the position declined by $137.30 million, reflecting both share sales and market price shifts. Greenhaven fully sold out of Millrose Properties, the position now represents 0% of 13F AUM. Top holdings after the filing: Continue reading

美股跌幅扩大，纳斯达克100指数跌幅扩大至1.5%。

Shahid Bagheri leaking fuel towards Hara mangrove forest, home to migrating birds and endangered turtles Middle East crisis – live updates An oil slick from a stricken Iranian ship threatens to contaminate one of the Middle East’s most important wetlands, satellite image analysis suggests, making it one of a number of spills posing a risk to the livelihoods of coastal communities in the Gulf. The Shahid Bagheri, a drone carrier, began leaking heavy fuel oil in Iranian territorial waters near the strait of Hormuz after it was hit by a US warplane in the first few days of the US-Israel attack on Iran. Continue reading...

With the and not far behind, investors are watching closely to see whether this early test by the Dow marks the start of a broader move higher, or simply the latest hurdle in an uneven recovery. Home Depot is down 4% over the past year, and 5% year to date.

纳斯达克100指数跌幅扩大至1.5%，纳指跌1.55%，标普500指数跌幅重新扩大至1%。 新兴市场货币回吐涨幅。 媒体报道称，伊朗告知调停人巴基斯坦，伊朗将不再继续推进（与美国的）停火谈判。

As global row intensifies, Reform UK has said it would not issue visas for people from any country seeking reparations The rightwing Reform UK party has said it would stop issuing visas to people from any country that seeks reparations for the transatlantic trafficking and enslavement of Africans, at a time when the global battle for reparative justice is intensifying. Reform’s home affairs spokesperson, Zia Yusuf, this week claimed the UK was being “ridiculed on the world stage” and said the “bank is closed” to anyone who wanted to “use history as a weapon to drain our Treasury”. Continue reading...

Micron Is One Of The Most Affordable Growth Stocks Right Now, Here’s How Insider Monkey

Micron Is One Of The Most Affordable Growth Stocks Right Now, Here’s How insidermonkey.com

elenaleonova/E+ via Getty Images Consumers' inflation expectations increased for the short- and medium-term horizons and held unchanged at the longer-term outlook, as gas price growth expectations jumped to the highest level since March 2022, the Federal Reserve Bank of New York said on Tuesday, citing its March Survey of Consumer Expectations. On the labor front, consumers saw a higher likelihood of losing the job they have but were more optimistic about finding a job. Median inflation expectations rose by 0.4 percentage point to 3.4% for the one-year-ahead horizon and by 0.1 pp to 3.1% for the three-year outlook. The median inflation expectation for the five-year-ahead horizon remained at 3.0%. However, uncertainty over future inflation increased at all timeframes. The mean perceived probability of losing one's job in the next 12 months rose by 0.6 pp to 14.4%, but remains below the series' 12-month trailing average of 14.6%. The mean probability of leaving one's job voluntarily in the next year increased by 2.4 pps to 18.3%. The mean perceived probability of finding a job if their current job was lost rose by 1.9 pp to 45.9%. That reading also remained below the 12-month trailing average of 47.5%. Expectations for household finances were little changed. The median expected growth in household income was unchanged at 2.9% in March, while median one-year-ahead household spending growth expectations rose by 0.2 pp to 5.1%. That still indicates that consumers expect that their spending will rise faster than their income. The average perceived probability of missing a minimum debt payment over the next three months grew by 0.7 pp to 12.3%, remaining below its 12-month trailing average of 13.2%. The increase was more pronounced for respondents above the age of 60, those with some college education, and those with annual household incomes below $50K, the New York Fed said. Perceptions of access to credit improved, with a smaller share of households reporting it's harder...

Nvidia’s (NVDA) Deal With Competitor Marvell (MRVL) Only Strengthens Its Own Ecosystem, Here’s How Insider Monkey

格隆汇4月7日｜美国3月纽约联储1年通胀预期3.42%，预期3.5%，前值3.00%。

美联储：美国3月一年期通胀预期3.42%，前值3%。 三年期通胀预期3.1%，前值3%。 五年期通胀预期持稳于3%。

Intel Rises 38.4% in Six Months: How to Play the Stock? Zacks Investment Research

Intel Rises 38.4% in Six Months: How to Play the Stock? zacks.com

格隆汇4月7日｜法国总统马克龙称，两名在伊朗被拘留超过3年的法国公民塞西尔·科勒和雅克·帕里斯现已获释，正在返回法国的途中。

Colin Anderson Productions pty ltd/Stockbyte via Getty Images MarketAxess Holdings ( MKTX ) on Tuesday said it expects a 35% year-over-year growth in block trading average daily volume to $6.6B for the first quarter of 2026. The company sees a 51% increase in total portfolio trading ADV to $1.9B. Dealer-initiated ADV was up 3% from the same quarter last year to $1.9B. MarketAxess saw a year-over-year decline in Q1 total credit fees per million, driven by protocol and product mix. The year-over-year increase in total rates fees per million was driven principally by the impact of client mix. More on MarketAxess MarketAxess: Upside Relies On The Turnaround MarketAxess: Diversification With This Counter-Cyclical Stock MarketAxess Holdings Inc. (MKTX) Presents at UBS Financial Services Conference 2026 Transcript MarketAxess outlines 8%-9% revenue growth target through 2028 as block trading surges MarketAxess Non-GAAP EPS of $1.68 beats by $0.04, revenue of $209.4M misses by $1.95M

格隆汇4月7日｜据福克斯新闻，美国总统特朗普表示，如果谈判取得进展，周二晚上8点的最后期限可能会有所调整，但目前仍会坚持原定的截止时间。在截止日期过后，我们将按照既定计划继续推进对伊朗的行动。

Lebenthal: NVDA and Micron account for nearly all S&P tech earnings growth Yahoo Finance

Lebenthal: NVDA and Micron account for nearly all S&P tech earnings growth 24/7 Wall St.

Here is a number worth sitting with: strip Nvidia and Micron out of Q1 S&P earnings and overall S&P earnings growth drops to roughly 3%. That came from James Lebenthal in a recent interview, and I haven’t stopped thinking about it since. Tech is expected to grow earnings roughly 30% this year, and virtually all ... Lebenthal: NVDA and Micron account for nearly all S&P tech earnings growth

LewisTsePuiLung/iStock Editorial via Getty Images Q4 Results: Reiterate "hold" Rating Broad sell-off of CN tech Baidu ( BIDU ) released its Q4 results towards the end of February. The stock traded at ~$125 right before earnings release. Right now, it trades at $100-$110. The downturn was gradual and attributes more to the broader sell-off of China's tech sector. This goes for internet giants like Alibaba ( BABA ), fabless chip designers like Cambricon, and domestic chip manufacturers like SMIC. Technicals are weak across names and embarking on a slow repricing since the August tech rally. As we move along the "rocky" environment of 2026 bombarded with more dovish expectations of rates, fears about AI disruptions on certain tech businesses, and heightened volatility due to geopolitical tensions, this provides a correction moment for Chinese tech stocks where excitements were over the roof ever for AI developments. Is the sell-off temporary and what it means for Baidu? For most of the Chinese big-tech names, any value of AI growth is significant but small relative to the companies' sizes. We have Alibaba ( BABA ) which derives most of its value from E-commerce activities and have faced headwinds due to intensified competition with peers like Meituan and JD.com ( JD ). For Baidu, as per my last thesis , it has a huge laggard of legacy business. In fact, revenue has been flat for years while profits have been sliding due its faltering search & ads business. Overall, it is hard to price these businesses purely as "AI winners". The sell-off in tech names like Baidu has been prolonged in 1Q26. In my opinion, it is not a reflection any new headwinds but an opportunity to re-assess what these businesses are really about. Currently, given weak technicals/momentum in CN tech, lacklustre FY25 results, and the backdrop that these names have underwent an extreme rally towards the end of 2025, I think performance will likely be sluggish for the rest of 2026. Key stock returns Yaho...