标普500指数录得今年以来最大周涨幅，停火协议提振了市场乐观情绪。投资者正在权衡显示粘性通胀和消费者信心恶化的最新经济数据，同时关注美国与伊朗之间脆弱的停火能否维持。 标普500指数周五下跌0.1%，止步七连涨。 以科技股为主的纳斯达克100指数上涨0.1%，创下去年9月以来最长连涨。 芝加哥期权交易所波动率指数（VIX）在19左右。 美国通胀数据低于预期，但由于伊朗战争推高汽油价格，3月通胀仍录得近四年来最大涨幅。 Inflation Insights总裁Omair Sharif表示：“除汽油外，今天的大部分数据尚未反映伊朗战争的影响，因此我预计未来几个月核心通胀将走强。” 与此同时，美国消费者信心近期跌至纪录低点，美国人对伊朗战争推高通胀的担忧加剧。 美国股市本周受到周二宣布的停火协议的提振，交易员关注临时停火能否演变为更持久的局势缓和。 在美国副总统万斯前往巴基斯坦参与和谈之际，总统特朗普加大了对伊朗的施压力度。 Sevens Report创始人兼总裁Tom Essaye表示：“目前地缘政治仍将主导市场，但只要周六上午的面对面会谈不被取消，地缘政治因素不至于对市场造成过大压力。” 京东ADR上涨，此前知名投资人Michael Burry表示买入了这家电商的股票。 截至收盘，标普500指数下跌0.1%，报6816.89点； 道琼斯工业平均指数下跌0.6%，报47916.57点； 纳斯达克综合指数上涨0.4%，报22902.89点； 纳斯达克100指数上涨0.1%，报25116.34点； 罗素2000指数下跌0.2%，报2630.588点。 责任编辑：丁文武

SentinelOne looks cheap, but one rival's scale and cash flow may make it the smarter buy in this sell-off.

Key PointsCrowdStrike is growing faster at a much bigger scale, and it's throwing off far more cash.

Eoneren/E+ via Getty Images As Q1 2026 earnings season approaches, the healthcare sector enters reporting season as one of the market's primary laggards, with the Health Care Select Sector SPDR Fund ( XLV ) down 5.29% in Q1 2026, slightly underperforming the S&P 500's 4.63% decline amid inflation pressures, rising Treasury yields, and tighter Medicare Advantage reimbursement conditions. The following list highlights mid-cap healthcare stocks that have earned the highest possible Seeking Alpha EPS Revision Grade of A+, spanning biotechnology, pharmaceuticals, health care services, and health care equipment. Below is a list of the top 10 mid-cap healthcare stocks with A-grade EPS revisions. The list includes companies from various healthcare sub-sectors including Biotechnology, Life Sciences Tools and Services, Health Care Equipment, Health Care Facilities, and Pharmaceuticals. The list is topped by ADMA Biologics, Inc. ( ADMA ), Adaptive Biotechnologies Corporation ( ADPT ), and LeMaitre Vascular, Inc. ( LMAT ), all holding the highest A+ EPS revision grade. Envista Holdings Corporation ( NVST ) and PACS Group, Inc. ( PACS ) round out the top five, with NVST earning a Strong Buy quant rating and PACS achieving the highest quant rating of the group at 4.95. Beyond the top five, the list includes Brookdale Senior Living Inc. ( BKD ) and Guardian Pharmacy Services, Inc. ( GRDN ) representing the senior care and pharmacy services segments. Integer Holdings Corporation ( ITGR ) and Phibro Animal Health Corporation ( PAHC ) also made the list with solid A grades, while Alignment Healthcare, Inc. ( ALHC ) closes out the top 10 with an A- EPS revision grade. Here is the list: ADMA Biologics, Inc. ( ADMA ), EPS revision: A+ Adaptive Biotechnologies Corporation ( ADPT ), EPS revision: A+ LeMaitre Vascular, Inc. ( LMAT ), EPS revision: A+ Envista Holdings Corporation ( NVST ), EPS revision: A+ PACS Group, Inc. ( PACS ), EPS revision: A+ Brookdale Senior Living Inc. ( BKD ), EPS...

Svetlana123/iStock via Getty Images I have a couple of regrets in my life, but only a few rival the anguish I've felt about the fact that I gave Richtech Robotics (NASDAQ: RR ) a hold rating when I covered it back in December . My conclusion at the time was that this was a speculative endeavor that isn't likely to work out, but that such is the nature of most “innovation co.”-style firms that bleed money on cutting-edge tech. My conclusion of “maybe moonshot” was reasonable for the information I had found at the time. I've learned some things since then that changed my mind dramatically, and I'm downgrading the stock as much as possible. Truthfully, this isn't me delivering breaking news; the market figured a lot of this out before me. Here's the scorecard so you can see how bad it's been for them since I wrote the hold article in December: Seeking Alpha Spending More, Making Less RR is a robotics manufacturer based in Las Vegas, NV, that produces several models of robots. They are designed to perform tasks normally assigned to low-skill workers, like in warehousing, serving, and very basic manufacturing (demos show the robots putting screws into metal cases). These are not a profitable offering in our current market; the company consistently loses money, with its last quarterly loss its highest on record, at ($8.41M). Data by YCharts I always want to give these kinds of firms the benefit of the doubt, because I understand the “you have to spend money to make money” mantra, and so unprofitability isn't always a hard pass. But what are they spending on? Breaking down their spending, we see that their last quarterly spend on their cost of goods was $0.90M, their spending on research and development was at $0.34M, and their capital expenditures were at $0.07M. This looks like a lean operation when you remove the overhead. Overhead expenses cost Richtech $11.96M last quarter. The chart shows how truly divergent these costs are. Data by YCharts Okay, that's not a lot of ...

May Nymex natural gas (NGK26 ) on Friday closed down -0.022 (-0.82%). Nat-gas prices tumbled to a fresh 7.5-month nearest-futures low on Friday and settled lower. Forecasts for mild US spring weather that could potentially reduce nat-gas heating demand are weighing on prices. On Friday, the Commodity Weather Group said...

She has now placed herself squarely into the Epstein story and at odds with the administration, which wants to end the investigation.

Tesla on Friday said Dutch regulators had approved ‌the use of its driver assistance software which handles ‌most driving tasks on highways and city streets under human supervision, the first ​regulatory sign‑off for the technology in Europe. "FSD Supervised ‌has been approved ⁠in the Netherlands and will begin rolling out in the country shortly," Tesla said in a ⁠post on social media platform X. "We're excited to bring FSD Supervised to more European countries soon." Wider adoption of FSD is central ​to Tesla's ​growth strategy.

Tesla's supervised self-driving software gets Dutch okay, first in Europe Yahoo Finance

今年以来，化工品涨价的消息持续刷屏。受原油价格上涨、下游囤货需求增加等因素影响，机构数据显示，2026年一季度，9个化工品种价格涨幅超过50%，碳九（C9）、聚醚、碳五（C5）、可发性聚苯乙烯（EPS）、丙烯腈-丁二烯-苯乙烯共聚物（ABS）、甲基丙烯酸甲酯（MMA）等品种价格涨幅居前。 接受记者采访的机构专家和上市公司人士表示，目前化工品市场逻辑已转向供需双向博弈，不少前期价格涨幅较大的品种，后续涨价可能不具备持续性；同时，部分品种由于需求端有一定支撑，价格很难出现大幅回调。（中证报）

TerraVest Industries ( TVK:CA ) announced on Friday that, in connection with its previously announced normal course issuer bid for up to 1,558,516 of its issued and outstanding common shares on the Toronto Stock Exchange, TerraVest has entered into an automatic share purchase plan with its designated broker to allow for purchases of shares. The share purchase plan will commence on April 15, 2026, and end on or before August 21, 2026. Purchases under the Share Purchase Plan will be determined by TerraVest's broker in its sole discretion, without consultation with TerraVest, subject to the limitation of the Share Purchase Plan and the rules of the TSX. Source: Press Release More on TerraVest Industries Main Street exits KBK Industries after acquisition by TerraVest Historical earnings data for TerraVest Industries Dividend scorecard for TerraVest Industries Financial information for TerraVest Industries

Pelthos Therapeutics ( PTHS ) announced on Friday the appointment of John M. Gay as CFO, effective April 10, 2026, succeeding Francis Knuettel II. Gay brings over 25 years of public company finance and accounting experience, having served as the company's SVP, Finance & Accounting since 2025. He previously served as CFO of LNHC and in senior roles at Furiex Pharmaceuticals. More on Pelthos Therapeutics Pelthos Therapeutics Inc. (PTHS) Q4 2025 Earnings Call Transcript Pelthos signals continued ZELSUVMI momentum and targets expanded product launches through 2027 Quant snapshot: Micron, Babcock & Wilcox lead strong buys as Fold Holdings, Alvotech lag Seeking Alpha’s Quant Rating on Pelthos Therapeutics Historical earnings data for Pelthos Therapeutics

Source: Bloomberg, 6:49

周五，美国政府公布数据显示受伊朗战事影响，通胀率显著攀升，但白宫方面试图淡化这一报告。 美国劳工部最新数据显示，消费者价格录得 2022 年以来最大单月涨幅。受加油站油价上涨推动，整体物价同比上涨 3.3%。 从 核心通胀 （剔除食品与能源价格）来看，物价同比温和上涨 2.6%，低于市场预期。 白宫方面主要聚焦于这一核心数据。副新闻秘书库什・德赛表示，美国经济 “仍处于稳健轨道”，但也在声明中承认食品与汽油价格走高。 他特别指出，从鸡蛋、处方药到电视机等部分商品价格 “正因特朗普总统的政策而下降或保持稳定”。 美国国家经济委员会主任凯文・哈塞特周五接受福克斯商业频道采访时表达了类似观点，同样引用核心通胀数据，并提及牛肉、体育赛事门票等商品价格走低。 然而，整体数据 —— 以及哈塞特受访时屏幕上闪现的福克斯商业图表 —— 均显示能源价格同比涨幅超 12%。 美国总统特朗普并未立即对通胀数据作出回应。 尽管经济学家周五警告称，汽油价格冲击可能持续并蔓延至其他商品，但白宫整体仍持乐观态度，认为伊朗战事即将结束，油价将随之快速回落。 哈塞特周五表示，白宫认为美国经济正面临 “暂时性的能源供应中断”。他周四在另一场福克斯节目中也称，战事的经济影响是 “暂时性干扰，将极快消退”。 但有诸多理由表明，经济影响或将持续一段时间。尽管特朗普多次发出威胁，霍尔木兹海峡仍处于实际关闭状态。 而且经济学家早就指出，汽油价格往往 “涨得像火箭一样快，跌得像羽毛一样慢”。 这一态势意味着，即便脆弱的停火得以维持，且本周末在巴基斯坦举行的谈判能达成更持久的和平协议，消费者在加油站的支出压力仍将持续数周。 截至目前，汽油价格仍处高位。美国汽车协会（AAA）数据显示，周五全美汽油均价为每加仑 4.15 美元，高于一周前的 4.09 美元，但较昨日 4.16 美元略有回落。 独立经济学家对周五公布的通胀数据看法不一。 牛津经济研究院首席美国经济学家伯纳德・亚罗斯预测，下月通胀数据 “仍将高得令人不安”。他还反驳了将当前情况与 2022 年价格冲击相提并论的观点 —— 彼时疫情引发的供应链问题与俄乌冲突推高了物价。 “尽管很容易类比…… 但这并非 2022 年，” 亚罗斯写道，但他补充道，若 “就业市场出现任何疲软，情况可能恶化。能源冲击通常会滞后影响就业市场。” 民主党方面 民主党人则主要关注整体通胀...

PonyWang/iStock via Getty Images Introduction I wanted to take a look at another undercovered company on Seeking Alpha to see if there may be a hidden gem opportunity. The company in question is Radware Ltd. ( RDWR ). Since it just reported its full-year 2025 performance , there is no better time to delve deeper than now. The Company Radware provides protection for applications, APIs, and network infrastructure, with the focus currently on cloud security through recurring revenue. As with many such companies, Radware is switching from product-like licensing to cloud services, subscriptions, and maintenance. The favorite metric the management likes to focus on, as well as analysts because of it, is annual recurring revenue, or ARR. Radware’s application helps protect against DDoS attacks, web application firewalls, bot management, and API security. For differentiation, the company leans into specialized application protection and DDoS defense rather than a broad security platform, with the use of machine-learning-based mitigation through behavioral baselines. Performance in 2025 Products grew at around 22% y/y to $189.6m, while services declined around 6% to $112.3m. Overall, total revenue grew close to 10% for the year. Seeking Alpha We can see that the growth engine for 2025 was the product segment. Why is that? The services revenue declined because Radware kept shifting toward subscription and cloud delivery and because the company saw double-digit growth in defense products . The decline in services isn’t worrying me. I don’t see it as a weakness, as it is just a mix shift toward higher-value recurring offerings, which I am confident will recover in the future. Taking a look at the company’s profitability, we can see something quite unusual. Gross margins are fantastic; however, essentially none of the gross profit trickles down into the income statement . It seems that the company spends particularly heavily on sales and marketing, as well as research and develo...

Encore公司申请进行IPO。（财联社）

近期，具身智能产业链迎来多重催化。从智元机器人“AI发布周”连续释放关键技术突破利好，到行业首份国家级测试标准落地，再到深圳等地密集涌现百亿估值“独角兽”企业，资本与产业的双重共振将具身智能推向风口。分析人士表示，2026年将成为具身智能从样品向商品全面跃迁的关键之年，随着产业链商业化闭环加快形成，具备确定性订单和规模化交付能力的头部厂商将迎来价值重估的关键窗口。（中证报）

AI-focused cloud infrastructure provider CoreWeave (NASDAQ:CRWV), closed Friday at $102, up 10.87%. The stock moved higher after news of a multi-year AI cloud deal with Anthropic. It also announced an expanded capacity agreement with Meta Platforms (NASDAQ:META) this week. Invest

Blackstone Inc. filed for an initial public offering of a new data-center acquisition vehicle that plans to buy already-built and leased properties benefiting from the artificial intelligence boom. The new vehicle, Blackstone Digital Infrastructure Trust Inc., will target newly built data centers valued at between $250 million and $1.5 billion and leased to investment-grade hyperscalers, according to its filing Friday with the US Securities and Exchange Commission. The properties are expected to yield 5.75% to 7% a year, or more, and the rent would automatically rise by 2% to 3% annually, the filing said. Blackstone plans to raise about $2 billion from the IPO, which could begin formal marketing later this month, Bloomberg reported earlier Friday. The firm has already approached sovereign wealth funds and other institutions for the first checks, aiming eventually to raise tens of billions of dollars from a broader group of investors. Read more: Blackstone Plans Public Company for AI Data-Center Buying Spree The move encapsulates two of the $1.3 trillion alternative-asset manager’s biggest initiatives: its bid to become the world’s largest investor in AI infrastructure and its push beyond pensions and endowments to reach individual investors. The offering also builds on Blackstone’s broader push into data centers. The firm’s roughly $25 billion bet on the sector has become one of its biggest plays on the artificial intelligence boom, underscoring how AI infrastructure requires vast amounts of land, power and capital. The vehicle, structured as a real estate investment trust, will be externally managed by a Blackstone-affiliated entity in return for base and incentive fees and will have priority over other Blackstone funds for data-center acquisitions sourced by the firm. Another affiliate is also expected to purchase shares in the IPO, according to the filing. The offering is being led by Goldman Sachs Group Inc., Citigroup Inc., Morgan Stanley, Barclays Plc, Bank of...

Quarter-final: Bath 43-41 Northampton Hosts recover from 21 points behind in first half There are big games and then there are pivotal contests which define entire campaigns. And when it came to the crunch it was Bath who just had enough power to make the semi-finals of the Champions Cup for the first time in 20 years thanks to a 76th minute try from Ted Hill. There is little to separate the two best teams in England and here was another endlessly compelling battle of wits and wills. Plenty of work still has to be done to reach the final in Bilbao next month with Bath now set to face the winners of Sunday’s mouthwatering all-French tie between Bordeaux and Toulouse. This was a truly sensational hors d’oeuvre, though, with nine tries in the first half alone. Gone are the days of tiptoeing into knockout matches and hoping to edge it 9-6. Continue reading...

As the shot from Taty Castellanos rolled past José Sá and crawled towards the Wolves goal, West Ham’s bid for survival picked up pace. They looked doomed three months ago, but not any more. Nuno Espírito Santo’s side somehow found the motivation to go again after dropping seven points off 17th place in early January and if this escape act does end successfully they will certainly look back to the impact made by their winter reinforcements. While Axel Disasi has brought order to a chaotic defence Castellanos and Pablo Felipe are starting to resemble a modern day John Hartson and Paul Kitson. An old-school kind of front two, they have altered the nature of West Ham’s attack with their running and link-up play. Pablo, only 22, is a workhorse and Castellanos, who looks quite the find from Lazio, got the two goals his running deserved in this crucial 4-0 win over Wolves. Continue reading...