投资要点： 本周医药市场表现分析：3月30日至4月3日，医药指数上涨2.26%，相对沪深300指数超额收益为3.63%。本周创新药板块延续上涨势头，其中IO+ADC大趋势的相关个股如康方生物、荣昌生物、科伦博泰生物等标的表现强势，临床进展预期有催化的个股表现也较为亮眼，比如信立泰已创历史新高。我们认为，目前创新药板块估值仍处于较低位置区间，随着AACR、ASCO等大会的临近，创新药板块有望酝酿新一轮行情。1）创新药建议重点关注IO2.0+ADC，III期临床或将迎来重要节点，同时关注2026年有实质性临床进展的个股和BD预期差大的个股，建议关注：A股）信立泰、君实生物、上海谊众、华纳药厂、泽璟制药、热景生物、恒瑞医药、科伦药业、福元医药、苑东生物、广生堂、泰恩康等；港股）康方生物、三生制药、翰森制药、科伦博泰、中国生物制药、石药集团、信达生物、荣昌生物等。同时，关注Q1业绩有望表现亮眼的方向：2）出口类的CXO及产业链如药明康德、百奥赛图、美迪西、益诺思、昭衍新药等；3）关注跨界标的如“医疗+光学”业务布局的海泰新光等。 医药指数和各细分领域表现、涨跌幅：本周上涨个股数量250家，下跌个股215家，涨幅居前个股为海泰新光（+75.26%）、津药药业（+60.97%）、双鹭药业（+35.85%）、汇宇制药-W（+32.00%）和诚达药业（+31.96%）。跌幅居前个股为长药退（-19.44%）、华兰股份（-15.09%）、科源制药（-13.11%）、华康洁净（-12.56%）和中源协和（-10.85%）。 26Q1医药BD趋势火热，势头不减，关注AACR大会数据公布带来积极变化。BD作为此轮创新药的核心逻辑，今年前三个月我国创新药对外授权（BD）交易总额突破600亿美元，已接近2025年全年1357亿美元总额的一半，产业基本面有望持续加强。从当前情况来看，跨国药企与海外PE机构对中国资产的关注度持续提升，合作意愿明显增强，说明中国创新药的国际认可度和供给质量均已提升。我们认为，目前创新药相关资产处于调整后的较低位置，创新药产业趋势长期向好趋势不变，政策层面的扶持和利好亦相当明显。AACR大会预计于2026年4月17-22日举办，ASCO大会也将于5月举行，届时有多项中国创新管线数据读出，有望带来积极变化，建议关注：康方生物、科伦博泰、君实生物、映恩生物、乐普生物等。 ...

（注：文中“本周”指3月30日至4月6日） 乐舒适-基于新兴市场的快消品集团。乐舒适于2025年11月在港股IPO上市，定位于基于新兴市场（非洲，拉美等）的快消综合品牌集团。2025年营收5.67亿美元（同比+24.9%），经调净利润1.22亿美元（+24.4%）。主要产品婴儿护理营收4.46亿美元（同比+23.1%），女性护理营收0.99亿美元（同比+27.9%），家庭护理收入0.22亿美元（同比+53.8%）。主营产品包括婴儿护理（纸尿裤等），女性护理（卫生巾等），其他产品如拉拉裤，湿巾等也在持续增长中，未来包括洗护，饮料等其他快消品，也有持续的规划。整体而言，乐舒适是基于新兴市场非洲，拉美，中亚等地区的跨国综合快消品集团。 乐舒适不仅是品牌商，更是当地快消产业基建的链主企业。非洲等新兴市场不同于中国，美国这些比较成熟的市场。基础建设薄弱，没有生产，供应，配送等相关的成熟产业，而快消品却又是非常需要成熟供应的。乐舒适和其母公司森大集团在非洲当地，加纳，塞内加尔等多个国家建立工厂，在整个供应链体系上的实现了整体的建设，而在配送，经销体系，也持续进行建设，不仅是品牌商，更是当地快消企业整体基建的链主企业，向非洲当地输入了就业，纳税，技术和产业链等一系列核心贡献。 新兴市场的增长，是重大的机遇所在。非洲是乐舒适的基础板块，乐舒适未来也在向拉美，中亚等市场拓展。非洲作为新兴市场，是重大机遇所在，据世界银行，2023撒哈拉以南非洲地区、中东与北非地区国家人口出生率分别为3.32%、2.30%，显著高于北美洲（1.05%）、中国（0.64%）、日本（0.60%）。另一方面，由于经济欠发达，非洲地区卫生用品渗透率较低，2024年非洲婴儿纸尿裤和拉拉裤市场渗透率约20%、卫生巾市场渗透率约30%，我们判断非洲地区卫生用品渗透率处于持续提升过程，驱动卫生用品市场规模的较快增长。 新兴市场的环境与不确定性，同时也是重要的壁垒所在。新兴市场本身面临汇率，地缘，油价等宏观因素等不同多方面因素的影响，其竞争并不单纯来自友商。而这正是乐舒适常年经营，对市场各方面政治，经济，文化环境的深入理解的优势所在，乐舒适基于对非洲等新兴市场的深入理解，建设起当地供应链，品牌认知等深层次壁垒，这是其他友商难以突破的壁垒。 乐舒适持续迭代强化，长期发展空间广阔。乐舒适在供应链，品牌认知等体系化方面不断迭代...

投资要点 非银行金融子行业近期表现：最近5个交易日（2026年03月30日-2026年04月03日）非银金融各子板块中仅保险行业跑赢沪深300指数。保险行业上涨0.20%，多元金融行业下跌1.84%，证券行业下跌2.44%，非银金融整体下跌1.57%，沪深300指数下跌1.37%。 证券：交易量环比提升；境内及香港证券行业2025年业绩悉增。1）4月交易量环比下降。截至4月3日，4月日均股基交易额为23946亿元，较上年4月上涨59.76%，较上月下降16.85%。截至4月2日，两融余额25987亿元，同比提升35.91%，较年初增长2.28%。截至4月3日，4月IPO发行2家，募集资金22.52亿元（按发行日统计）。2）2025年上市券商及金融科技公司业绩集体高增。截至2026年4月3日，共有30家上市券商或券商母公司发布年报或业绩快报，合计归母净利润1930亿元，同比增长44%。金融科技企业方面，同花顺、恒生电子、指南针2025年归母净利润分别为32.1、12.3、2.3亿元，同比+76%、+18%、+119%。3）2025年香港证券业盈利及交易额均创近五年新高。3月31日，香港证监会发布2025年度《证券业财务回顾》报告。香港证券经纪行业净盈利总额同比增长62%，创下717亿港元的近五年新高；交易总额则由2024年的144.1万亿港元增加52%至2025年的219万亿港元，打破2021年创下的阶段性纪录。4）4月3日证券行业（未包含东方财富）2026E平均PB估值1.0x。推荐全面受益于活跃资本市场政策的优质龙头，如国泰海通证券、同花顺等。 保险：2025年产寿经营指标表现良好，权益投资比例大幅提升；寿险前两月保费强劲增长。1）2025年负债端增量提质，投资端加大权益配置力度。A股五家上市险企2025年归母净利润合计达4253亿元，同比增长22%；四季度单季合计出现7.5亿亏损，其中国寿、人保单季亏损，平安同比-74%。但产寿险其他经营指标表现良好，人保寿、新华NBV同比增速超过50%，产险综合成本率普遍改善。上市险企普遍提升了股票+权益基金配置比例，截至2025年末，上市险企股票+权益基金平均占比为14.4%，同比+3.5pct，其中平安提升幅度最大，同比+9.2pct，国寿和人保提升幅度也在4pct以上。2）金监总局披露2026年前两个月保险行业保费数据，...

本期内容提要: 热点聚焦： 国内：国资委下发《中央企业绿色低碳供应链建设指引(试行)》。近日，国资委印发《中央企业绿色低碳供应链建设指引(试行)》。文件指出，本指引适用于国务院国有资产监督管理委员会(以下简称国务院国资委)代表国务院履行出资人职责的国家出资企业(以下简称中央企业)。文件明确，将绿色低碳理念融入中央企业供应链管理全过程、各环节，以建设绿色低碳供应链为引领，协同推进降碳、减污、扩绿、增长，加快发展方式全面绿色转型。到2030年，中央企业供应链绿色低碳转型取得积极进展，绿色低碳供应链管理体系逐步建立，带动上下游企业共同转型的作用明显增强，全链条能源资源消耗、温室气体排放持续下降，形成一批绿色低碳供应链领军企业，如期实现碳达峰。到2035年，中央企业供应链绿色低碳管理水平全面提升，绿色低碳循环产业体系基本建立，企业发展全面进入绿色低碳轨道。 国际：欧盟委员会在行业压力下启动首批计划中的ETS碳市场改革。欧盟委员会宣布了一项新的提案，旨在调整其碳定价体系中的一个关键机制—欧盟ETS，旨在应对行业因能源成本飞涨和碳价上涨而面临压力的担忧。排放交易体系（ETS）是欧盟内部的碳定价限额与交易机制。ETS成立于2005年，对关键温室气体密集领域的碳排放定价，包括电力和热能生产、炼油厂、钢铁、水泥、造纸、化工和商业航空等。随着欧洲面临能源价格上涨，最初由俄乌战争推动，如今又因伊朗战争而加剧，几个成员国最近呼吁委员会审查ETS，以减轻对工业的压力。今年三月，在欧洲理事会与成员国举行的欧洲峰会会议后，欧盟委员会主席乌尔苏拉·冯德莱恩承诺将在近期内推出修订ETS的措施，并计划于2026年7月对ETS进行全面审查。 ESG产品跟踪： 数据统计截至2026年4月6日， 债券：我国已发行ESG债券达4010只，排除未披露发行总额的债券，存 量规模达5.78万亿元人民币。其中绿色债券余额规模占比最大，达61.89%。本月发行ESG债券共21只，发行金额达36亿元。近一年共发行ESG债券1360只，发行总金额达14,055亿元。 公募基金：市场上存续ESG产品共1102只，ESG产品净值总规模达17,675.56亿元人民币。其中社会责任产品规模占比最大，达41.54%。本月发行ESG产品共1只，发行份额为2.23亿份，主要为环境保护，近一年共发行ESG公募基金265只，发行总份额为1,...

市场表现:本期(2026.3.30-2026.4.3)非银(申万)指数-1.66%,行业排12/31,券商Ⅱ指数-2.43%,保险Ⅱ指数+0.15%;上证综指-0.86%,深证成指-2.96%,创业板指-4.44%。个股涨跌幅排名前五位:江苏金租(+3.40%)、中国太保(+2.96%)、东吴证券(+2.83%)、招商证券(+1.57%)、华林证券(+1.30%);个股涨跌幅排名后五位:南华期货(-10.07%)、亚联发展(-8.11%)、哈投股份(-8.10%)、中国银河(-7.41%)、新力金融(-7.20%)。(注:去除ST及退市股票) 核心观点:证券: 市场层面,本周,证券板块下跌2.43%,跑输沪深300指数1.05pct,跑输上证综指数1.57pct。当前券商板块PB估值为1.14倍。近期,中证协公布证券公司2025年度经营数据,150家证券公司2025年度实现营业收入5411.71亿元(+19.95%),实现净利润2194.39亿元(+31.20%)。利润增速显著高于收入,盈利能力大幅修复,行业资本实力持续夯实。总资产14.83万亿元、净资产3.34万亿元,客户资金与受托管理规模稳步提升。各主营业务收入分别为代理买卖证券业务净收入(含交易单元席位租赁)1637.96亿元、证券承销与保荐业务净收入337.11亿元、财务顾问业务净收入57.84亿元、投资咨询业务净收入76.94亿元、资产管理业务净收入238.87亿元、利息净收入646.87亿元、证券投资收益(含公允价值变动)1853.24亿元。2025年国内资本市场交投活跃度持续提升,权益市场行情逐步回暖,沪深两市成交额较上年大幅增加,带动券商核心业务板块实现全面改善。其中,经纪业务得益于市场交易量的放大,佣金收入稳步增长;两融业务随着市场风险偏好回升,融资融券余额持续攀升,利息收入贡献显著增加;自营业务则抓住权益行情回暖的机遇,优化投资组合,投资收益大幅提升,成为推动券商业绩增长的核心动力。 综合来看,目前监管明确鼓励行业内整合,在政策推动证券行业高质量发展的趋势下,并购重组是券商实现外延式发展的有效手段,券商并购重组对提升行业整体竞争力、优化资源配置以及促进市场健康发展具有积极作用,同时行业整合有助于提高行业集中度,形成规模效应。建议关注有潜在并购可能的标的,以及头部券商如中信证券、华泰证券等。 保险...

观点 周度ECI指数：从周度数据来看，截至2026年4月5日，本周ECI供给指数为50.06%，较上周回升0.01个百分点；ECI需求指数为49.88%，较上周回升0.01个百分点。从分项来看，ECI投资指数为49.90%，较上周环比持平；ECI消费指数为49.69%，较上周环比回升0.03个百分点；ECI出口指数为50.19%，较上周回落0.01个百分点。 月度ECI指数：从4月第一周的高频数据来看，ECI供给指数为50.06%，较3月回升0.04个百分点；ECI需求指数为49.88%，较3月回升0.01个百分点。从分项来看，ECI投资指数为49.90%，较3月回落0.01个百分点；ECI消费指数为49.69%，较3月回升0.03个百分点；ECI出口指数为50.19%，较3月回落0.01个百分点。 经济高频数据： 生产：工业生产保持较高景气度，伊朗冲突短期影响相对有限。本周主要行业开工率多数仍保持环比回升的态势，且整体景气度高于去年同期。伊朗冲突的影响主要体现在化工和部分高能耗领域，3月高耗能行业PMI录得48.9%，较2月回升1.1个百分点，但仍处于荣枯线以下。 消费：商品零售降幅有所收窄，服务消费仍是主要发力点。根据乘联会发布的最新数据，3月份乘用车零售环比（+60.0%）出现明显改善，同比增速录得-15%，较1-2月同比-18.9%的降幅有所收窄，而上周家电零售环比也多数录得明显改善，商品零售整体景气度有所改善。服务消费方面，4月3日商务部等9部门印发《服务消费提质惠民行动2026年工作方案》，将进一步在服务消费供需两端发力，释放服务消费潜力。 地产：30大中城市商品房成交面积同比高增。本周30大中城市商品房成交面积录得293.30万平米，同比增长39.77%，其中一线城市和三线城市分别同比增长75.07%和68.04%。从趋势来看，今年3月30大中城市商品房销售面积季节性改善幅度明显强于去年，而同比降幅也从1-2月份的-24.4%大幅收窄至3月份的-5.0%。 出口：3月出口将保持较强韧性。3月PMI新出口订单分项环比大幅回升4.1个百分点，为除价格指标外回升幅度最大的指标，绝对值达到过去两年最高水平，或部分反映出伊朗冲突下我国对部分原油依赖国已形成出口替代。此外，人工智能投资热对全球贸易需求的拉动仍在进一步体现，3月韩国出口录得48.3%的同比高增，对我...

大类资产配置顺序：股票>大宗>债券>货币。 宏观要闻回顾 要闻：为推动国共两党关系和两岸关系和平发展，中共中央和习近平总书记欢迎并邀请中国国民党主席郑丽文率团于4月7日至12日到江苏、上海、北京参观访问，郑丽文表示感谢并欣然接受邀请。期望两党共同努力，推动两岸关系和平发展，促进两岸交流合作，为台海谋太平，为民生增福祉。 经济数据：财政部公布数据显示，1-2月，国有企业营业总收入12.57万亿元，同比增长0.2%；利润总额6266.2亿元，同比下降2.0%。 资产表现回顾 本周沪深300指数下跌1.37%，沪深300股指期货下跌1.61%；焦煤期货本周下跌7.92%，铁矿石主力合约本周下跌1.42%；余额宝7天年化收益率上涨2BP至1.02%；十年国债收益率1.82%，与上周持平。 资产配置建议 3月制造业PMI指数为50.4%，环比（2月，下同）上升1.4个百分点，制造业景气度回升至扩张区间。价格指数方面，3月主要原材料购进价格指数63.9%，环比明显上升9.1个百分点，维持在较高景气区间；制造业出厂价格指数维持在荣枯线以上水平，环比增长4.8个百分点，当月值为55.4%；需要说明的是，主要原材料购进价格指数增幅大于出厂价格指数，月内价格指数回升动力或来自上游成本端。 国家统计局官网信息显示，受当前中东地区地缘政治冲突等因素影响，石油、化工等相关原材料价格大幅上涨，叠加物流运价抬升，3月反映原材料成本高和物流成本高的企业比重均较上月上升。具体行业方面，3月黑色金属、石油炼焦、化学原料及化学制品等行业购进价格指数均高于70.0%，地缘因素导致行业成本端压力有所提升，但需注意的是以上行业3月产品订货量环比明显上升，涨价压力或派生下游“抢购”需求，进而缓解中游制造业的部分成本压力。 本周我们维持大类资产配置顺序：股票>大宗>债券>货币。 风险提示：海外大宗商品价格震荡；地缘关系的不确定性；政策效果不及预期。

格隆汇4月5日｜美国总统特朗普：与伊朗的冲突应该在几天内结束，而不是几周内。

amirulsyaidi/iStock via Getty Images Genesis Energy, L.P. ( GEL ) is a unique master limited partnership that primarily makes its money through the ownership and operation of a large network of offshore pipelines. While the offshore pipeline unit is by far the company’s largest source of income, it also owns and operates a fleet of barges and boats that transport resources through the inland waterways of the United States. Genesis Energy also has an onshore crude oil and terminals infrastructure network, like many of the other midstream master limited partnerships that we have discussed over the years, but this is only a relatively small proportion of the company’s operations. Immediately, we notice that this is a very different asset base than most midstream MLPs possess, and that could allow Genesis Energy to provide a certain amount of diversification to a portfolio. Genesis Energy also enjoys some near-term growth potential as some of the large offshore projects within its footprint come online over the remainder of this year. However, the company has a relatively low yield compared to many of the other master limited partnerships in the market, and that may limit its appeal among the more income-hungry investors out there. In addition, the company's growth over the next two years will probably not be nearly as great as what we saw in 2025. About Genesis Energy Genesis Energy is one of the only master limited partnerships that is still in the market that operates an offshore pipeline network. Prior to the COVID-19 pandemic, there were other midstream partnerships that operated in the Gulf of America, such as American Midstream Partners and BP Midstream Partners. These two companies have since both been merged into larger corporate entities and no longer trade independently. This leaves Genesis Energy as one of the only options available for investors who believe that the production of crude oil and natural gas in the Gulf of America. Please note that for the pur...

格隆汇4月5日｜据Axios网站，美国总统特朗普在接受电话采访时表示，美国正与伊朗进行“深入谈判”，有望在周二截止期限前达成协议。“达成协议的机会很大，但如果他们不达成，我将摧毁那里的所有一切，”他说。在被问及是否担心伤害无辜平民时，特朗普表示，他认为反对本国政府的伊朗民众会支持此类打击，以削弱政权。在约8分钟的电话采访中，特朗普表示，其特使威特科夫和库什纳正与伊朗方面进行密集谈判。两名参与谈判的消息人士称，沟通既通过巴基斯坦、埃及和土耳其等中间方进行，也通过特朗普顾问与伊朗外长阿拉格奇之间的短信往来进行。“谈判进展顺利，但与伊朗人打交道永远难以走到终点，”特朗普说。他还称，几天前双方一度接近达成举行直接谈判的协议。“但他们说五天后再会面。我问，为什么是五天？我觉得他们不够认真。所以我攻击了那座桥，”特朗普说。

格隆汇4月5日｜利比亚国家石油公司负责人表示，其原油日产量已升至约143万桶，创下十余年来的新高。

In this article Follow your favorite stocks CREATE FREE ACCOUNT Zohran Mamdani, mayor of New York, center, during a ground breaking ceremony for Timbale Terrace in New York, US, on Wednesday, Feb. 18, 2026. Bloomberg | Bloomberg | Getty Images Fears of a corporate exodus from New York City are likely to be a recurring feature of New York City Mayor Zohran Mamdani's term, with each business real estate decision magnified as a potential tipping point signal that the Democratic Socialist's tax, real estate and wealth policies are pushing businesses away. The debate was amplified last week amid reports that private equity giant Apollo Global Management was planning to add a second headquarters outside New York City, in a southern U.S. state like Florida or Texas. Since being elected, Mamdani's administration has said it will look at every viable option to help raise revenue and fill a $5.4 billion budget deficit for the city, but his preference has not changed from what he ran on: "tax the rich." That has resulted in a political standoff with New York State Governor Kathy Hochul, who facing her own reelection campaign, has said she will not approve increased taxes on corporations and the wealthy. "It's a fragile environment today and we should be careful with this budget," said Steven Fulop , Partnership for New York City president and CEO, on CNBC's "Squawk Box" Monday. His group represents corporate, investment, and entrepreneurial firms. In an op-ed he co-authored last week , Fulop warned that any plan to tax the rich and businesses will ripple through the cost equation for every New Yorker. "With New Yorkers already leaving the state in search of a lower cost of living, further raising prices could send even more folks packing and undermine the state's long-term economic growth," he argued in the Newsday piece. "Large companies [are] certainly exploring other options: cheaper labor costs, lower taxes, less political uncertainty," Vikram Malhotra, managing director, ...

The news doesn’t stop when markets close. Hosts Christina Ruffini, Joe Mathieu and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by Princeton University Center for Migration & Development Advocacy Researcher Phillip Connor, Keough School of Global Affairs University of Notre Dame Professor of Sustainable Development Francesc Ortega, Project: Hail Mary Author Andy Weir, IBM Marketing & Communications Senior Vice President Jonathan Adashek, Longtime Caddy Jim “Bones” Mackay, International Rescue Committee President & CEO David Miliband, Former Republic Congressional Advisor Leslie Shedd, Former Senior Advisor for Polictical Engagement for President Biden John McCarthy, TMZ Founder Harvey Levin and Award-Winning Baseball Player & Businessman Alex Rodriguez. (Source: Bloomberg)

The launch of Google's TurboQuant has fueled a nasty sell-off in artificial intelligence (AI) memory and storage stocks.

Key PointsAccelerating investment in AI infrastructure served as a bellwether for companies like Micron and Sandisk over the last year.

Key PointsBoard member Anré Williams acquired 100,000 shares for ~$1.20 million at around $12.00 per share on March 31, 2026.

Alex Wong/Getty Images News U.S. President Donald Trump is weighing a dramatic escalation in the standoff with Iran, including the potential seizure of the country’s oil resources, while simultaneously expressing confidence that a diplomatic breakthrough could come within days, according to remarks relayed in a televised report Sunday. In a telephone interview with Fox News correspondent Trey Yingst , Trump said negotiations with Iranian officials remain active but warned of severe consequences if Tehran fails to reach a “good-faith” agreement quickly. “If they don’t make a deal and fast,” Trump said, he is “considering blowing everything up and taking over the oil,” according to Yingst’s account of the conversation. Threats to infrastructure accompany diplomatic push The president’s comments suggest a dual-track strategy: continued negotiations paired with escalating military pressure. Trump indicated that Iranian infrastructure could become a target if talks stall, describing potential strikes on bridges and power plants across the country. At the same time, he struck a more optimistic tone about diplomacy, telling Yingst there is “a good chance” of reaching an agreement as soon as the next day, with negotiations ongoing. The talks reportedly include provisions tied to regional security, including ensuring open passage through the Strait of Hormuz , a critical artery for global oil shipments that Iran has previously threatened to disrupt. Claims of covert support for Iranian protesters In a separate and potentially controversial disclosure, Trump told the reporter that the United States had attempted to arm Iranian protesters earlier this year during a period of unrest. According to Yingst, the president said weapons were sent “through the Kurds,” though he suggested some of those arms may not have reached their intended recipients. The claims come amid reports of widespread violence during demonstrations in Iran, with Trump alleging that tens of thousands of civi...

Source: Bloomberg, 0:00

Palantir Technologies Inc. (PTX.F) stock price, news, quote and history Yahoo Finance UK

On the latest episode of TechCrunch’s Equity podcast, we debated Elon Musk's vision for data centers in space.

DOE FY27 Budget Requests $45 Billion in Nuclear Funding The White House fiscal year 2027 budget proposal has requested almost $54 billion for the Department of Energy in fiscal year 2027, with almost 80% of that funding going towards nuclear energy and nuclear deterrent programs . The funding request represents a nearly $5 billion increase from 2026 levels. Outside of the $32.8 billion in funding requested for the National Nuclear Security Administration (NNSA), the Trump admin cites a $2.7 billion reduction in funding requests achieved by “slashing Green New Scam initiatives and rooting out woke diversity, equity, and inclusion (DEI) programs ”. The NNSA receives a $3.6 billion (12%) increase from the prior year. The request supports warhead modernization, infrastructure recapitalization, life-extension programs, next-generation naval reactor technology, and nuclear emergency response teams. These defense nuclear activities also advance high-assay low-enriched uranium ((HALEU) production with direct benefits for commercial reactor fuel supply chains. Environmental Management is funded at $8.2 billion, down $386 million from the enacted level. The program addresses legacy radioactive waste and contamination at former Manhattan Project and Cold War weapons sites . Approximately $3 billion targets the Hanford site in Washington state for continued operation of the Direct Feed Low-Activity Waste Facility and other near-term cleanup milestones. The initiatives reduce long-term federal liability and clear land for potential future nuclear or industrial reuse. The budget makes a specific call out for an additional $3.5 billion to “rapidly deploy firm baseload power ”. No further explanations are given for what exactly is covered under this initiative, but it is assumed to be a combination of nuclear energy and geothermal power-related programs . The DOE and its various offices have issued multiple award programs to kickstart the expansion of two of the current administrat...

Moving out of stocks and into cash based on short-term events is usually a bad move.

Key PointsMoney market funds now hold more than $8 trillion -- that's an all-time record high level.

Key PointsPresident Matthew Feierstein sold 20,000 shares of common stock over two days for a total of ~$229,000 at a weighted average price of around $11.47 per share.

Donald Trump will claim rescue as a triumph but 48-hour drama should be a caution against launching ground operation Middle East crisis – live updates Donald Trump will inevitably claim the rescue of the second crew member of the downed F-15 fighter as a propaganda triumph, though the 48-hour drama is a reminder that an undefeated Iran is able to fight back and inflict costs on the US. It also ought to be a caution for a White House still contemplating a ground operation in Iran whether to seize an island in the Persian Gulf – particularly if there a serious ambition to extract Iran’s highly enriched uranium from deep underground. Continue reading...

hapabapa/iStock Editorial via Getty Images Foxconn ( HNHAF ) ( HNHPF ) ( FXCOF ) reported a sharp rise in first-quarter revenue, driven by strong demand for artificial intelligence infrastructure, while warning that geopolitical uncertainty could cloud the outlook. The company, also known as Hon Hai Precision Industry , said revenue climbed nearly 30% from a year earlier to about T$2.13 trillion ($66.6 billion). The result was slightly below analyst expectations. Growth was led by its cloud and networking division, which benefited from booming demand for AI servers tied to clients such as Nvidia . Its consumer electronics segment, including iPhone assembly for Apple , also posted solid gains following new product launches. March alone set a record for the month, with revenue surging more than 45% year over year. Foxconn said it expects continued expansion in the current quarter, with AI-related products remaining a key growth driver. However, the company cautioned that “it remains necessary to monitor the impact of the volatile global political and economic situation.” Chairman Young Liu has previously pointed to geopolitical risks, including conflict in the Middle East, as a major external challenge this year. Despite the strong revenue performance, Foxconn’s shares have fallen about 16% this year, lagging the broader Taiwan market. The company is scheduled to report full quarterly earnings in mid-May. More on Foxconn Technology Co., Ltd., Hon Hai Precision Industry Foxconn Technology Co., Ltd. (FXCOF) Presents at BofA Securities Asia Tech Conference 2026 - Slideshow Hon Hai Precision: Strong Q4 Results And Positive Outlook Hon Hai Precision Industry Co., Ltd. 2025 Q4 - Results - Earnings Call Presentation Foxconn’s Q4 profit misses estimates; sees strong AI server growth in 2026 India plans phone export incentives in a boost for Apple, Samsung: report

格隆汇4月5日｜以色列北部城市海法响起空袭警报。

Anré D. Williams, a member of the Board of Directors at Navan, reported an open-market purchase of 100,000 shares for a total consideration of ~$1.20 million on March 31, 2026, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($12.00); post-transaction value based on March 31, 2026 market close ($13.24). Navan operates at scale with 3,400 employees and a focus on leveraging artificial intelligence to simplify corporate travel and expense processes. The company's integrated platform supports organizations seeking efficient, policy-compliant travel and expense management. Continue reading

NVIDIA Corporation (NVDA) Stock Price, News, Quote & History Yahoo! Finance Canada

格隆汇4月5日｜俄罗斯常驻维也纳国际组织代表米哈伊尔・乌里扬诺夫：华盛顿不明白，德黑兰不会接受最后通牒，只会对协议与合理妥协作出回应。