格隆汇4月3日｜美国总统特朗普于当地时间周四签署声明，调整了针对钢铁、铝和铜进口的国家安全关税，以降低这些金属制成的衍生产品的关税税率，简化申报流程，并避免进口价值的虚报。声明指出，美国对钢铁、铝和铜等大宗商品的进口维持50%的进口关税，但这一税率将适用于美国消费者支付的价格。其他变动包括：美国将取消对以钢铁、铝和铜衍生产品的50%关税，前提是这些产品的金属含量（按重量计算）低于15%。该官员表示，此举将取消那些金属含量极低的产品所征收的232条款关税。钢、铝或铜含量超过15%的衍生产品将享受降低后的25%关税，但这是针对进口商品的总价值征收的关税，而非仅针对金属含量部分。因此，主要由钢材制成的洗衣机或燃气灶的关税将统一为25%。美国官员表示，总体而言，这些变化与之前的关税制度相比在经济方面不会有太大差异。但通过对商品金属的全部销售价值征收50%的关税，可能会带来一些额外的关税收入。

The Dow Jones wavers Thursday even as Trump's Iran speech pushes oil prices higher. A medical device name sinks.

Justice Jackson's Birthright Citizenship Comments Were A Total Disaster Justice Ketanji Brown Jackson turned Wednesday's Supreme Court birthright citizenship oral arguments into another demonstration of her lack of qualifications for sitting on the high court. The case centers on President Trump's executive order challenging the automatic grant of citizenship to children born on U.S. soil to non-citizen parents. It was, on paper, one of the most consequential constitutional arguments in decades. For Jackson, it became a showcase of creative — if baffling — jurisprudence. Speaking to ACLU attorney Cecillia Wang, Jackson offered an extremely bizarre take on allegiance to a nation. "I was thinking, you know … I, a U.S. citizen, am visiting Japan. And what it means is that, you know, if I steal someone's wallet in Japan, the Japanese authorities can arrest me and prosecute me. It's allegiance, meaning, can they control you as a matter of law ?" She continued: "I can also rely on them if my wallet is stolen, to, you know, under Japanese law, go and prosecute the person who has stolen it." Then the kicker: "So there's this relationship based on — even though I'm a temporary traveler, I'm just on vacation in Japan, I'm still locally owing allegiance in that sense. Is that the right way to think about it?" What Jackson described isn't allegiance in any constitutional, historical, or even pedestrian sense of the word. It's basic jurisdictional law - the notion that when you're in a foreign country, local law applies to you. That has nothing to do with the 14th Amendment's "subject to the jurisdiction thereof" clause, which turns on political allegiance and sovereign obligation, not tourism logistics. Justice KBJ: "If I steal a wallet in Japan, I am subject to Japanese laws….. in a sense, it's allegiance." Her case for birthright citizenship: pic.twitter.com/2oEal2seWv — End Wokeness (@EndWokeness) April 1, 2026 Jackson didn’t help herself when she started quoting an exchange...

Key PointsChevron’s core growth engines are firing on all cylinders.

AceMagic's AMD Strix Point NES mini PC gets benchmarked Notebookcheck

In trading on Thursday, shares of Goldman Sachs Group Inc's Floating Rate Non-Cumulative Preferred Stock, Series C (Symbol: GS.PRC) were yielding above the 6.5% mark based on its quarterly dividend (annualized to $1.2462), with shares changing hands as low as $19.13 on the day.

在巴克莱重申对Coinbase的“持有”评级并将目标价下调至148美元后，该股股价周四早盘下跌约3%。 新的目标价较该股前一收盘价约低14%。分析师本杰明·布迪什在周四的一份研究报告中表示，该公司面临“通往卓越表现的道路更加狭窄”。他指出，Coinbase要想超出预期，可能同时需要交易量高企和加密货币价格上涨。报告称，这种组合可能越来越难以维持。 该公司一直在从交易费业务向订阅和服务业务扩展，包括其USDC稳定币和机构托管服务。布迪什肯定了这些努力，但表示Coinbase仍然“在很大程度上与更广泛的数字资产情绪挂钩”。他补充称，比特币或以太坊的下行可能会给该股带来压力。与此同时，传统银行和新晋应用正在进入加密货币领域，这可能迫使Coinbase在营销和技术上投入更多资金。 责任编辑：张俊 SF065

In trading on Thursday, shares of Invesco Mortgage Capital Inc's 7.50% Fixed-to-Floating Series C Cumulative Redeemable Preferred Stock (Symbol: IVR.PRC) were yielding above the 8% mark based on its quarterly dividend (annualized to $1.875), with shares changing hands as low as

Customers are experiencing low pressure or no water due to issues at Bewl Water Treatment Works.

France wing Louis Bielle-Biarrey wins the Player of the Championship award for the 2026 Men's Six Nations.

Key PointsTesla's Q1 vehicle deliveries were up 6% on a year-over-year basis but down 14% from last quarter's performance.

Day 0 Support for Gemma 4 on AMD Processors and GPUs AMD

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Roku Inc (Symbol: ROKU), where a total volume of 16,794 contracts has been traded thus far today, a contract volume which is representative of approximately 1.7

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Trump Media & Technology Group Corp (Symbol: DJT), where a total of 19,950 contracts have traded so far, representing approximately 2.0 million underlying shares. Th

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in AST SpaceMobile Inc (Symbol: ASTS), where a total of 113,874 contracts have traded so far, representing approximately 11.4 million underlying shares. That amounts to abo

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in ACM Research Inc (Symbol: ACMR), where a total of 13,038 contracts have traded so far, representing approximately 1.3 million underlying shares. That amounts to about 11

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in GE Vernova Inc (Symbol: GEV), where a total volume of 19,697 contracts has been traded thus far today, a contract volume which is representative of approximately

柴油市场正在发出强烈信号，这看起来正成为一个真正的宏观压力点。欧洲柴油期货价格一度触及每吨1498美元（折合每桶超过200美元），创下2022年以来最高水平，伦敦市场盘中涨幅高达9.7%。此前，伊朗冲突升级——美以的袭击以及德黑兰的报复行动——实质上已导致霍尔木兹海峡关闭。自一个多月前冲突爆发以来，柴油价格已近乎翻倍，这表明冲击不仅是地缘政治层面的，更是直接传导至核心能源定价。 推动这一走势的供应机制正在迅速收紧。霍尔木兹海峡的中断已使数百万桶成品油退出流通，在需求仍具结构性重要性的背景下，柴油的可获得性受到挤压。与此同时，伦敦市场原油价格已上涨约50%，部分炼油厂被迫降低燃料产量。交易商目前正争相获取原油供应，将货物改道运输超过12000英里，这在整个体系中增加了摩擦和成本。由于海峡重新开放尚无明确时间表，市场似乎正在定价一场长期中断，而非短期错位。 这种压力正开始向本已紧张的地区蔓延。交易商和分析师表示，通常依赖进口满足柴油需求的欧洲，如果供应不恢复，可能在数周内面临短缺；拉丁美洲也开始出现类似态势。其他地区的定价信号也强化了这一趋势：美国柴油价格已升至每加仑4美元以上，而根据公允价值估算，亚洲基准价格一度突破每桶200美元。考虑到柴油在运输、建筑和工业领域的关键作用，持续的价格高企可能进一步加剧全球通胀压力，为投资者在本已不确定的宏观环境中增添另一层复杂性。 责任编辑：张俊 SF065

FinkAvenue/iStock Editorial via Getty Images Intel Corporation ( INTC ) is back in the headlines this week on news that the company is repurchasing 49% equity interest in its Ireland fab 34 joint venture from Apollo Global ( APO ) for $14.2B. Intel had sold this stake to Apollo back in 2024 for $11.2B, so the latter is not coming out of this empty-handed. YahooFinance The market is reading this as positive, with the stock closing up over 8% on Wednesday. The move signals renewed confidence in Intel’s footing, considering that almost two years ago, when Intel sold that stake, it was under very different circumstances. Still under Pat Gelsinger, still etching for its glory days, and under immense pressure to fund its large-scale manufacturing expansion (under IDM 2.0), which Apollo’s cash infusion helped provide. Today, the company is under new management, Lip-Bu Tan, with aggressive financial discipline and capital backing from Nvidia ( NVDA ) and the U.S. government. That’s not to mention rumors circulating that Apple ( AAPL ) has already signed an NDA with Intel to receive its 18A, which would imply that Intel’s foundry has somehow proven itself and gained a stamp of validation from the biggest smartphone player on the block. Nvidia’s also been in the headline mix with parts of the I/O die for the Feynman architecture potentially shifting to 14A by 2028. Today’s Intel is undergoing a major restructuring and going out to repurchase stakes, framing the agreement as “underpinned by the growing and essential role CPUs play in the era of AI.” From what it looks like, Intel is in its comeback era, hanging out with big tech and no longer left behind the AI wagon. But the market knows this framing and has priced it into the stock. The stock was stuck in the sub-$20 department for months after Gelsinger left, and then no one wanted to pick up Intel. Well, there were a few fishing, and we were among them. TSP Our thesis on Intel was buy under $20 and dump above for a swing t...

FinkAvenue/iStock Editorial via Getty Images Intel Corporation ( INTC ) is back in the headlines this week on news that the company is repurchasing 49% equity interest in its Ireland fab 34 joint venture from Apollo Global ( APO ) for $14.2B. Intel had sold this stake to Apollo back in 2024 for $11.2B, so the latter is not coming out of this empty-handed. YahooFinance The market is reading this as positive, with the stock closing up over 8% on Wednesday. The move signals renewed confidence in Intel’s footing, considering that almost two years ago, when Intel sold that stake, it was under very different circumstances. Still under Pat Gelsinger, still etching for its glory days, and under immense pressure to fund its large-scale manufacturing expansion (under IDM 2.0), which Apollo’s cash infusion helped provide. Today, the company is under new management, Lip-Bu Tan, with aggressive financial discipline and capital backing from Nvidia ( NVDA ) and the U.S. government. That’s not to mention rumors circulating that Apple ( AAPL ) has already signed an NDA with Intel to receive its 18A, which would imply that Intel’s foundry has somehow proven itself and gained a stamp of validation from the biggest smartphone player on the block. Nvidia’s also been in the headline mix with parts of the I/O die for the Feynman architecture potentially shifting to 14A by 2028. Today’s Intel is undergoing a major restructuring and going out to repurchase stakes, framing the agreement as “underpinned by the growing and essential role CPUs play in the era of AI.” From what it looks like, Intel is in its comeback era, hanging out with big tech and no longer left behind the AI wagon. But the market knows this framing and has priced it into the stock. The stock was stuck in the sub-$20 department for months after Gelsinger left, and then no one wanted to pick up Intel. Well, there were a few fishing, and we were among them. TSP Our thesis on Intel was buy under $20 and dump above for a swing t...

Intel: The Easy Money Is Gone (NASDAQ:INTC) seekingalpha.com

QCOM Apr 2026 132.000 call (QCOM260417C00132000) Stock Price, News, Quote & History Yahoo! Finance Canada

Apple Inc (NASDAQ:AAPL) Enhances Platform Integration In Nasdaq Index Kalkine Media

FatCamera/E+ via Getty Images Investment Thesis Zoetis is a hold. Despite its quality and wide moat, I believe Zoetis currently trades close to fair value with limited upside, thus not justifying a buy rating. The company's competitive advantages come mainly from scale, established veterinary relationships and portfolio depth. While these are real strengths, I believe that the market overestimates the long-term pricing power of Zoetis. With many investors now putting the company into the value category after the massive selloff, I believe this drop is a fair reaction to a thinner moat than many assume and intensifying competition. Introduction As the leader in the animal health sector, Zoetis faces long-term tailwinds from rising pet ownership, consumer shift to high-quality and sustainable meat, as well as increasing chronic diseases among both pet and livestock animals. Zoetis has a diversified portfolio consisting of roughly 300 product lines among 8 core species. These include dogs, cats, cattle, swine, horses, poultry, sheep and fish, with companion animals making up ~70% and livestock ~30% of the total revenue. During Q4 2025, Zoetis delivered 4% organic operational growth, while revenue in the U.S. market declined 2% on a reported basis and was flat organically. This was mainly driven by a decline in sales of the company's osteoarthritis pain products Librela and Solensia, as well as weaker routine vet visits. For 2026, Zoetis is guiding for 3-5% organic operational growth, which excludes FX and acquisitions. Zoetis Q4 2025 Despite the tailwinds, high-margin structure and strong fundamentals, Zoetis stock price is now down almost 30% YoY and over 50% from its ATH of $236.46 per share, while in 2025 it delivered more than 185 geographic expansions, lifecycle and product innovations. This suggests that the market is fearful about more than just maturing growth. Moat Zoetis has a broad moat, built on global scale, entrenched veterinary relationships, trusted bra...

格隆汇4月3日｜市场消息：微软(MSFT.O)已调整其人工智能销售策略，转而专注于销售Copilot，而非将其作为软件捆绑包的一部分免费提供。

在资产管理公司Blue Owl旗下两只大型私人信贷基金赎回请求增加后，该公司将私人信贷的季度赎回上限设定为5%。 今年对人工智能冲击的担忧导致许多投资者撤离科技基金，包括Blue Owl的OTIC基金。Blue Owl表示，该基金在第一季度收到了40.7%的赎回申请。 该公司最大的基金OCIC也出现了异常高的赎回请求，达到21.9%。 责任编辑：张俊 SF065

With uncertainty looming large over the Iran war – and the oil market – Morgan Stanley is recommending investors play defense in their portfolios. President Donald Trump dashed traders' hopes for a resolution to the Iran war when he spoke on Wednesday night, saying that the U.S. would hit Tehran "extremely hard" and he suggested that the conflict could go on for weeks. Oil prices surged in response , with West Texas Intermediate crude futures for May delivery jumping more than 11% to settle at $111.54, its highest close since June 2022. Brent crude futures for June delivery advanced settled up 7.78% at $109.03. Shakiness around energy supply does not bode well for stocks, Morgan Stanley strategists said in a Friday note. "Uncertainty around magnitude and duration of oil supply disruption means outcomes for risk assets have become increasingly asymmetrical," the strategists wrote. "With potential downside rising significantly, we recommend turning defensive." Backing off global equities, ramping up on cash In their asset allocation recommendation, the strategists downgraded global equities to equal weight from overweight, including dialing back exposure to emerging markets. The hypothetical portfolio has a 55% weighting in equities: 32% is toward the U.S., 10% to Europe, 5% to Japan and 8% to emerging markets. "Earnings trajectory and fundamentals going into the start of the conflict in the Middle East had been strong, a reason we leaned more into stocks at the end of February," Morgan Stanley said. "But potentially higher energy prices and greater geopolitical risk will weigh on both earnings and multiples and now we'd rather stay defensive. The team of strategists also noted that though Brazil presents a bright spot, emerging markets in Asia are "dependent on Middle Eastern supply of crude oil, refined products, and [liquefied natural gas]." With respect to bonds, 25% of the portfolio is earmarked to core fixed income: 20% is in government bonds and 5% goes toward ...