海上钻井承包商Seadrill已与巴西国家石油公司（Petrobras）就West Polaris钻井船签订了一份为期1，095天的续约合同，为其 backlog 增加约4.8亿美元。 此次续约将使这艘超深水钻井船继续在桑托斯盆地的Búzios油田作业，新的合同期预计于2028年1月开始，与现有项目无缝衔接。 Seadrill表示，该合同包含更新的日费率：自2026年4月1日至2027年3月31日，日费率为每天409，200美元；自2027年4月1日至2028年1月15日，日费率为每天454，700美元。 Seadrill总裁兼首席执行官Samir Ali表示：“此次中标增强了Seadrill这项成熟资产在未来十年的盈利可见性。它为Seadrill和巴西国油都带来了显著价值，同时也巩固了我们与这位重要的长期合作伙伴之间的关系。” West Polaris是第六代动力定位钻井船，于2008年由韩国三星船厂交付。 责任编辑：张俊 SF065

法国周四宣布了七个总装机容量达10吉瓦的海上风电项目招标，以及规模较小的太阳能和陆上风电招标。法国表示，在实现能源主权的过程中，将优先采用本土技术。 由于法国在高债务压力下，围绕可再生能源融资问题陷入政治僵局，这些招标比原计划推迟了两年。 财政部长罗兰·莱斯库尔表示，这些项目将有助于法国进一步摆脱对进口石油和天然气的依赖。 伊朗战争持续扰乱经霍尔木兹海峡航行的货物运输，导致能源价格走高，预计本月欧洲的能源价格将进一步恶化。 莱斯库尔对记者表示：“得益于法国过去50年来实施的能源政策，特别是发展我们的核电机组，我们在进入当前危机时比日本准备得更充分、受影响也更小。现在的想法是继续沿着这条道路前进并加快步伐。” 他补充说，法国公民目前支付的电力价格“比我们的邻国意大利低30%到35%”。 法国于今年二月通过的为期十年的能源规划法案要求，到2035年将海上风 电装 机容量提升至15吉瓦，而目前这一数字不足2吉瓦。周四的招标还包括1.2吉瓦的太阳能和0.8吉瓦的陆上风电招标。 莱斯库尔表示：“我们希望这些招标尽可能采用我们的技术、我们的工厂、我们的员工来完成。” 本土优势 法国将采纳欧盟规定的“欧洲制造”原则，从2030年起将其纳入投标。在此之前，法国已引入一项韧性标准，将优先考虑使用更多欧洲产组件的投标，以限制对中国的依赖。 初级能源部长莫德·布雷容表示，对于太阳能投标，这一要求将涵盖光伏电池和组件。 未来的投标还将包括可持续性和网络安全标准。 莱斯库尔表示：“这是一项确保我们工业供应链安全的长期战略。” “我想到的是摩泽尔省的Holosolis生产光伏电池，安省 耐克 森生产配电电缆，大西洋比利牛斯省的Carester处理稀土，滨海塞纳省的 西门子 歌美飒以及圣纳泽尔的GE Vernova生产风力涡轮机。” 责任编辑：张俊 SF065

DNY59/iStock via Getty Images Introduction The most common reason why investors deploy capital in BDCs ( BIZD ) is to capture double-digit income. Price appreciation is secondary, which is only logical given that at the end of the day we are talking about fixed income products (i.e., private credit assets). Every now and then BDCs become subject to heightened pessimism and get sent down deep into a discount zone. In such instances it might make sense to invest not only for income but also for short- to medium-term price appreciation that would stem from P/NAV recovery. I would say that today, with the sector-wide discount of 28% (below NAV), we have entered such a phase. Now, even though I am extremely bullish on BDCs, as I have laid it out in many of my previous articles (e.g., After Recognising This, I've Decided To Go All In On BDCs ), my base case is that we will see many BDC dividend cuts this year. For some BDC investors, this might sound illogical, especially knowing that additional interest rate cuts are very unlikely to happen this year. This way, BDCs should be better positioned to preserve their current NII per share generation levels as the total yields of their floating loan books remain unchanged (or even go up a bit given the rising spread environment). However, such kind of thinking fails to account for several undercurrents that are not as visible or straightforward. In the article below I will guide you through my logic for why I expect many BDCs to slash their dividends this year. Methodology Here I will try to spell out in as concise and understandable a manner as possible how I have approached the BDC dividend sustainability assessment. First, I have scoped out all BDCs that have their base dividends covered at anything that is greater than 110% (i.e., the NII per share should exceed the base dividend by 10%+). BDCs with strong base dividend coverage levels, because of the built-in cushion, should be well-positioned to, in the worst case, surviv...

Nvidia (NVDA) Stock: Is a Memory Shortage About to Slow the AI Giant? CoinCentral

Nvidia (NVDA) Stock: Is a Memory Shortage About to Slow the AI Giant? coincentral.com

记者4月6日从第六届中国国际消费品博览会组委会获悉，第六届消博会将设置科技消费展区，集中展示科技赋能消费成果，AI眼镜、陆空两栖飞行汽车、AI机器人、智能运动装备等新品将集中亮相。主会场设在海南国际会展中心，共设8大展馆，其中1号馆为科技消费展区。该展区以“科技时尚、潮品智汇”为主题，集中展示“人工智能+消费”、智慧家居、数字消费、低空经济以及科技体育融合等前沿赛道，汇聚30余家全球消费电子与前沿科技头部企业。（海南日报）

有船公司趁復活節假期舉辦活動，約100名主人帶同狗隻，上船暢遊維港。 北角碼頭這天迎來一班特別的乘客，一眾「毛孩」由主人引導，登上甲板，每一隻都「眼碌碌、四圍望」，對船上環境顯得很好奇。 主人帶同狗狗出海，當然不少得在海中心「留倩影」，就算被海風吹亂了造型，也一樣可愛。 在渡輪上的大型狗友聚會，又是否玩得過癮？ 狗主張小姐稱︰「牠很興奮，到處找朋友玩耍，我們心情都很高興，沒想過在牠狗生之年，可以帶牠上船、這麼大型的活動，我覺得很難得，而且是慈善很有意義。」 狗主曾先生說︰「主要是維港景色，未試過在海中心幫牠拍照，之前也是(坐船)去離島，未必方便拍攝。」 活動由香港小輪舉辦，使用雙層汽車渡輪，供主人帶同狗狗暢遊維港，全程大約2小時，吸引了約100名主人，和80隻狗狗參與。 狗主招小姐表示︰「我們上船的時間有下雨，但現在沒有下雨、也挺好，而且雲正在散，應該會晴天、因為牠出場。覺得政府可開放更多交通工具，港鐵會方便點。」 主人帶狗狗出海拍照都有學問，除了擺個好「甫士」，最重要把牠們抱緊，以免發生意外。 船上亦有擺設攤位，售賣各種寵物用品。 檔主黃小姐表示︰「我們可以試食，有些狗狗很踴躍試食，有些試完主人都立即購買，有多點不同關於寵物的活動，我們覺得是不錯的方向。」 活動門票280至480元，部分收益撥捐機構「香港動物基金」，支持本地動物福利工作。

“那些原油依赖度高、外储紧张且黄金储备占比高的经济体，将成为潜在的抛售高危区。” 部分央行开启“战术性”黄金抛售。 土耳其央行4月2日公布的数据显示，为应对中东冲突引发的能源短缺及本币贬值压力，在截至3月28日的近两周内急卖黄金近120吨。波兰央行亦于3月初提出计划，拟出售部分黄金储备以筹集约130亿美元国防开支。此外，据世界黄金协会统计，俄罗斯央行在今年前两个月累计抛售了15吨黄金。 多国央行购金策略转向，也扰乱了部分机构抄底黄金的布局。新一轮多空力量持续博弈，伦敦黄金现货价格从每盎司5200美元一路下挫，于3月23日一度跌至每盎司4098美元，月累计跌幅达11.5%。此后市场有所反弹，截至4月6日，黄金期货、现货价格双双突破每盎司4700美元。 不过，当前少数央行减持黄金仍属“战术性”和“临时性”，尚未形成系统性趋势。国联民生宏观研究指出，土耳其、波兰、俄罗斯等央行的抛售，更多是出于“跟随趋势”与“临时缓解财政危机”的考量，并不影响“美元信用弱化、央行购金增加”这一推动金价上涨的长期逻辑。 然而，需警惕的是，若霍尔木兹海峡关闭中长期化、油价持续高位，可能触发抛售黄金的连锁反应。“那些原油依赖度高、外储紧张且黄金储备占比高的经济体，将成为潜在的抛售高危区。”有交易人士对第一财经记者表示。 购金主力被迫抛售 土耳其央行公布的数据显示，截至3月28日的一周，该国黄金储备减少69.1吨，过去两周累计减少118.4吨。使得土耳其总黄金储备降至702.5吨。其中，超过半数通过黄金换外汇的掉期交易完成，即以黄金为抵押换取美元流动性，到期后再赎回。 土耳其央行方面表示，使用黄金交易来减少美以伊冲突对经济的影响，交易的很大一部分是黄金外汇期限，即到期时，这部分黄金将再次回到央行储备中。 国联民生宏观研究指出，油价供给冲击导致经常账户失衡加剧，土耳其里拉加速贬值，迫使该国央行抛售黄金以换取外汇流动性，外汇储备与黄金储备的“跷跷板效应”正在上演。 自美以伊冲突爆发以来，美元指数飙涨，土耳其里拉对美元汇率连续刷新历史低点，一度跌至44.35:1，海外资本大幅撤离股市债市。与此同时，土耳其约90%的原油依赖进口，油价突破每桶100美元后，能源成本大幅增加。 截至3月30日，土耳其已累计动用443亿美元外汇储备稳定里拉汇率，导致其黄金净储备显著下降。截至3月20日当周，该国国际储备总额为1...

Crovik Media/iStock via Getty Images Introduction Following a massive dividend cut announcement, Cogent ( CCOI ) has seen its share price tumble from $40 prior to its Q3 FY2025 result announcement down to under $20. The stock has yet to see a recovery, as it is still below the $20 mark. To an investor, this may seem like a perfect opportunity to buy into a stock, as the stock seems to be trading at a bargain. To me, the stock is still a Sell at its current levels, as there are several fundamental issues that are present for the stock: First, the business is undergoing severe industry headwinds and revenue rationalization, which will limit its growth in the near term. Second, the company is benefitting from new product lines, such as Wavelength services and IPv4 leasing; however, the contribution is still small at the moment. Third, the company is under financial distress from its heavy debt burden and negative cash flow; management is shifting its focus to debt reduction, which will limit its ability to reward shareholders in the near term. Fourth, the company's valuation of 10.6x FY2026 EV/EBITDA is a premium to the industry, which is unreasonable given its pressing financial issues. Business Overview Cogent Communications is a leading provider of high-speed connectivity and private network services; the company has a vast network that operates across 57 countries around the globe. Compared to other network providers, Cogent differentiates itself through its rapid installation speeds. Cogent has both faster on-net and off-net installation speeds compared to its peers, which is crucial for customers who need rapid network deployment. Even with this advantage, the company has competitive pricing, which is on par with or cheaper than its peers. Cogent's customer base is spread across three main categories, which are the company's Corporate segment (43% of revenue), Netcentric segment (43% of revenue), and Enterprise segment (14% of revenue). Figure 1: Main Customer Se...

Michail_Petrov-96/iStock via Getty Images Praxis Precision Medicines ( PRAX ) is up ~5% in premarket trading Monday after reporting promising phase 1/2 results for elsunersen to treat pediatric patients with with early-seizure onset SCN2A developmental and epileptic encephalopathy. Top-line results from the EMBRAVE Part A trial showed that elsunersen resulted in a 77% placebo-adjusted seizure reduction from baseline. Other data showed that 57% of partients were seizure free for at least 28 days, and in the open-label extension, results were maintained for up to one year. No drug-related severe adverse events were reported. Also, most treatment-emergent adverse events were mild to moderate. Elsunersen is an antisense oligonucleotide that can decrease SCN2A gene expression, the underlying cause of early-seizure-onset SCN2A DEE. More on Praxis Precision Medicines Praxis Precision Medicines, Inc. (PRAX) Presents at TD Cowen 46th Annual Health Care Conference Transcript Praxis Precision Medicines, Inc. (PRAX) Q4 2025 Earnings Call Transcript Praxis Precision Medicines GAAP EPS of -$3.50 misses by $0.40 Praxis Precision prices $575M stock offering at $260 Seeking Alpha’s Quant Rating on Praxis Precision Medicines

Three Spots/iStock via Getty Images One can learn a lot during fleet week . This is a big deal in New York City's Hell's Kitchen neighborhood. That's a section of Manhattan that borders the Hudson River. The now-retired U.S.S. Intrepid aircraft carrier is permanently docked there. It now serves as a museum. And once a year, it's joined by a bunch of other U.S. Navy craft. That's when Navy personnel clog neighborhood restaurants and bars. And the Navy usually invites local civilians to come aboard a vessel for a tour. A while back, when I lived there, I actually took one of those tours. It was on a battleship. I can't remember its name. I first noticed there were no on-board casinos such as we find on big civilian ships. Then I was intrigued by the collection of land assault vehicles the ship stored for transport. If I recall correctly, each was designed for a single person. Intriguingly, in front of the operator's seat, a laptop was mounted on a sort-of desk. Its most noteworthy feature, to me, was the Windows Vista home page. For younger readers, or older readers whose memories of that mess have faded, I'll tell you Vista , despite a bunch of new then-new features and widespread usage was… the subject of frequent negative press and significant criticism (based on) driver, peripheral, and program incompatibility … longer boot time; and more restrictive product licensing. Windows Vista deployment and satisfaction rates were consequently lower than those of Windows XP, and it is considered a market failure. Referring to Vista , I said to one of the sailors, "Seriously! Don't you guys want to win?"' He just shrugged his shoulders and rolled his eyes. I no longer live in Hell's Kitchen. And I haven't been back to fleet week in a long time. I presume and hope the military has raised its electronics game a lot since then. My 3/19/26 report on CACI International ( CACI ) suggests they have. Also, through a 1/12/26 memo , Defense/War Secretary Pete Hegseth framed… AI as the...

SAN FRANCISCO, April 06, 2026--NeuBird AI, creator of the leading agentic AI for production operations, today announced $19.3 million in an oversubscribed funding round led by new investor Xora Innovation with participation from existing investors Mayfield, StepStone Group, Prosperity7 Ventures and M12, Microsoft’s venture fund. The company will use the capital to accelerate product innovation, aggressively scale its global go-to-market efforts and expand accessibility for enterprise DevOps, SRE

Nike, Oracle and FedEx headline early earnings as strong S&P 500 profit growth meets rising energy-driven volatility in Q1.

Is Microsoft (MSFT) The Best AI Stock to Buy on the Dip? insidermonkey.com

Is Microsoft (MSFT) The Best AI Stock to Buy on the Dip? Insider Monkey

格隆汇4月6日｜据灯塔专业版，截至4月6日21时，2026年清明档票房3.04亿，影片《超级马力欧银河大电影》成为清明档票房冠军。

Nano Dimension ( NNDM ) on Monday announced the sale of its additively manufactured electronics ( AME ) product line and its previously discontinued Fabrica product line to Inspira Technologies ( IINN ) for about $12.5M. The payout consists of a $2M upfront cash payment and up to $10.5M of deferred payments tied to the future performance of the product lines over the next twelve months. Inspira has assumed operational control of the product lines effective immediately. NNDM -1.20% premarket to $1.64. Source: Press Release More on Nano Dimension Nano Dimension: Proving The Markforged Acquisition Is More Than Just Revenue Growth Nano Dimension Ltd. (NNDM) Q4 2025 Earnings Call Transcript Nano Dimension forecasts $130M-$140M 2026 revenue as board targets Q2 path to maximize shareholder value Nano Dimension reports FY results Financial information for Nano Dimension

In this article TSLA Follow your favorite stocks CREATE FREE ACCOUNT A Tesla car showroom stands doused in blue paint following vandalism by activists of the group New Generation on March 31, 2025 in Berlin, Germany. Omer Messinger | Getty Images The U.S. National Highway Traffic Safety Administration ⁠said on Monday it closed a probe into nearly 2.6 million Tesla vehicles over a feature allowing users to move cars remotely after finding it was linked only to low-speed incidents. The agency opened the probe into the "Actually Smart Summon" feature in early 2025 after reports of several crashes. The system allows users to move vehicles ⁠over ‌short distances in parking areas or on private property, ⁠using a smartphone app. The agency concluded that the feature was linked primarily to low-speed incidents resulting in minor property damage and said it had reports of about 100 crashes but no injuries or fatalities. Tesla ‌did not immediately respond to a Reuters request for comment. Most reported incidents involved vehicles striking obstacles such as parked cars, garage doors or gates, often early in a Summon session when visibility or situational awareness was limited, NHTSA found. No incidents were reported that involved a major crash, air bag deployment or a vehicle being towed away, it said. The agency said the ⁠low frequency and severity of the incidents did not warrant further action. Tesla addressed issues through ‌a series of software updates aimed at improving obstacle detection, ‌camera blockage identification and vehicle response to dynamic objects such as gates, the regulator said. The updates also sought to reduce errors caused by environmental factors such as snow or condensation affecting cameras. NHTSA ⁠last month separately upgraded a probe into Tesla's Full Self-Driving system to an "engineering ⁠analysis," a more advanced stage that typically precedes a potential recall ⁠and expanded the review to about 3.2 million vehicles. Tesla's driver-assistance ...

Oracle (ORCL.US) Appoints New CFO to Accelerate AI Investment Strategy AASTOCKS.com

Oracle (ORCL.US) Appoints New CFO to Accelerate AI Investment Strategy aastocks.com

格隆汇4月6日｜资产管理公司霸菱(Barings)在一份监管文件中表示，由于投资者在第一季度申请赎回11.3%的份额，公司已对其一只私人信贷基金实施赎回限制，将接受5%的份额回购申请。

RiverNorthPhotography Tyson Foods ( TSN ) moved higher in early trading on Monday after Piper Sandler upgraded the protein stock to an Overweight rating after having it set at Neutral. Analyst Michael Lavert and his team see the competitive disruptions in the beef and chicken categories as potential upside catalysts to Tyson's ( TSN ) near-term earnings. In particular, the JBS ( JBS ) strike and Koch Foods facility fire are seen as benefiting Tyson ( TSN ) in terms of market share. "TSN has strong top-line momentum, with its portfolio benefitting from consumer shifts to more protein. It also appears well insulated from GLP-1 risks," highlighted Lavery. Jefferies boosted its price target on Tyson Foods ( TSN ) to $75 from $61 on a 15X earnings multiple, which was noted to be below the ~16.5X five-year high multiple. Shares of Tyson Foods ( TS ) edged 0.9% higher on Monday to $65.20 vs. the 52-week range of $50.56 to $66.41. More on Tyson Foods Tyson Foods: Improvements Look Priced In Here, But Rising Protein Demand Could Be A Catalyst Tyson Foods Still Needs To Prove This Time Is Different Tyson Foods, Inc. (TSN) Shareholder/Analyst Call Prepared Remarks Transcript Colorado meatpacking workers end strike as JBS agrees to resume talks Mizuho sees Tyson Foods as a Buy on increased appetite for protein, investments in operations

imaginima/E+ via Getty Images As Q1 2026 earnings season is set to kick off, investors are keeping a close eye on the energy sector amid a backdrop of volatile crude prices, shifting demand dynamics, and ongoing geopolitical uncertainty. The following list highlights small-cap energy names that have a Seeking Alpha EPS Revision Quant Grade of A- or higher, an indication that the analyst community has been raising its expectations for these companies ahead of their Q1 reports. The current list is led by CrossAmerica Partners LP ( CAPL ), Kimbell Royalty Partners ( KRP ), Oil States International and Dorian LPG Ltd. ( LPG ), all of which have earned the highest possible A+ EPS revision grade. These companies represent the top performers in the energy small-cap category based on recent analyst earnings estimate revisions. The EPS revision Quant Grade reflects the direction and magnitude of changes in analyst earnings estimates for a given stock. An A-grade indicates that analysts have been revising their earnings expectations upward, signaling positive momentum compared to the rest of the sector. CrossAmerica Partners LP ( CAPL ) - EPS Revision Grade: A+ Kimbell Royalty Partners ( KRP ) - EPS Revision Grade: A+ Dorian LPG Ltd. ( LPG ) - EPS Revision Grade: A+ Oil States International, Inc. ( OIS ) - EPS Revision Grade: A+ Flowco Holdings Inc. ( FLOC ) - EPS Revision Grade: A ProPetro Holding Corp. ( PUMP ) - EPS Revision Grade: A Bristow Group Inc. ( VTOL ) - EPS Revision Grade: A Global Partners LP ( GLP ) - EPS Revision Grade: A- Infinity Natural Resources, Inc. ( INR ) - EPS Revision Grade: A- Energy ETFs: ( XLE ), ( AMLP ), ( VDE ), ( XOP ), ( OIH ), and ( IXC ) More on energy stocks Finding The Opportunities After The Selloff And End Of The War Macro Insights: The Hormuz Crisis Says No, But The Market Says Yes Crude Oil Structure Offers Interesting ETF Trading Opportunities Trump says “all hell” will rain down on Iran if no deal within 48 hours Most and least shor...

Tougher ethical certification process requires companies to meet standards in every one out of seven categories Dozens of companies may be at risk of losing their coveted B Corp ethical status after the organisation behind the corporate kite-marking system raised the standards required to qualify. B Lab, which oversees B Corp certification, launched the biggest overhaul in its 19-year history earlier this month, scrapping a system under which companies must gather enough points across multiple categories to qualify. Continue reading...

Roth Capital Partners signaled a cautious stance on equities heading into the second quarter, citing persistent geopolitical tensions and elevated cross-asset volatility. The firm noted that while the S&P 500 ( SP500 ) has recently attempted a rebound, reclaiming its 200-day moving average remains a critical test for confirming a durable uptrend. Until broader trend indicators strengthen, Roth views the recent market recovery as part of an oversold correction rather than the start of a sustained bullish phase. As a result, the firm is maintaining a defensive and selective sector positioning. Roth is currently overweight energy, materials, and utilities, favoring areas tied to commodities and defensive demand. At the same time, it holds a neutral outlook on consumer staples, industrials, technology, health care, and real estate. Meanwhile, the firm is underweight communication services, consumer discretionary, and financials, reflecting a more cautious view on economically sensitive and rate-dependent sectors. Communication Services ETFs: ( XLC ), ( VOX ), ( IYZ ), ( RSPC ), and ( XTL ). Consumer Discretionary ETFs: ( XLY ), ( VCR ), ( FXD ), ( FDIS ), ( RSPD ), and ( RXI ). Consumer Staples ETFs: ( XLP ), ( VDC ), ( IYK ), ( FSTA ), ( KXI ), and ( RSPS ). Energy ETFs: ( XLE ), ( VDE ), ( XOP ), ( OIH ), ( AMLP ), and ( IXC ). Financials ETFs: ( XLF ), ( VFH ), ( IYF ), ( FNCL ), ( IYG ), and ( FXO ). Health Care ETFs: ( XLV ), ( VHT ), ( IHI ), ( IXJ ), ( IYH ), ( FHLC ), and ( FXH ). Industrials ETFs: ( XLI ), ( VIS ), ( FXR ), ( IYJ ), ( FIDU ), and ( RSPN ). Materials ETFs: ( XLB ), ( VAW ), ( IYM ), ( FXZ ), ( MXI ), and ( RSPM ). Real Estate ETFs: ( VNQ ), ( XLRE ), ( IYR ), ( USRT ), and ( HOMZ ). Tech ETFs: ( VGT ), ( XLK ), ( IYW ), ( FTEC ), ( IXN ), and ( RSPT ). Utilities ETFs: ( XLU ), ( VPU ), ( FUTY ), ( IDU ), ( FXU ), and ( JXI ). More on markets Apollo breaks down gold’s surge and sudden pullback JPMorgan CEO calls for “stronger” US, boost military,...