Investors are getting carried away with bets on higher U.S. interest rates, warning that markets are misreading how the Federal Reserve is likely to respond to an oil-driven inflation shock, according to Goldman Sachs. Traders have rapidly shifted expectations in recent days as surging energy prices, rising import costs and intensifying stagflation fears rattled global markets. At one point Friday, futures markets implied a greater-than-even chance that the Fed could raise rates by the end of 2026, according to the CME Group's FedWatch tool. Those odds fell back to about 14% by Monday morning. "The market has priced a much larger hawkish shock than historical experience would suggest," strategist Dominic Wilson wrote in a note. "We think the market is mispricing the policy distribution now, though the 1990 experience suggests the market could struggle to reverse that properly while oil prices are rising sharply." The shift in expectations has been fueled by a surge in global Brent crude prices , which have climbed above $115 a barrel as the Iran war drags on, compounding inflation concerns already heightened by U.S. tariffs. The backdrop has prompted some investors to question whether the Fed might be forced back into tightening mode despite signs of slowing growth. @LCO.1 mountain 2026-03-02 Brent in March Goldman said history offers a cautionary parallel. During the 1990 oil supply shock — which shares similarities with the current environment — markets initially pushed yields sharply higher, pricing in a hawkish policy response. Ultimately, however, the Fed moved in the opposite direction, cutting rates as economic conditions deteriorated. "So we have precedent for the market leaning heavily on the risk of higher rates, and demanding a sizable risk premium, even though the Fed ultimately cut rates sharply in that episode," the strategists said. President Donald Trump offered investors hope that an end to the war against Iran is drawing near. While the president a...

Higher oil prices could breathe new life into offshore drilling and support a comeback for Airbus Helicopters’ ( EADSF )( EADSY ) H225 Super Puma, Reuters reported Monday, citing the company’s departing chief executive. The aircraft’s reputation suffered after a 2016 crash in Norway that led to a six-month grounding and raised safety concerns. Since then, the redesigned model has returned to service in markets such as Brazil, Nigeria and parts of Asia, though operators in the North Sea remain cautious. Airbus Helicopters CEO Bruno Even said customers will ultimately determine adoption, but he expects the H225 to gradually regain share in offshore operations over time. The outlook is tied in part to rising oil prices, which have climbed sharply amid geopolitical tensions involving Iran. Higher prices tend to make expensive offshore projects more viable, potentially increasing demand for long-range transport helicopters. While the industry has recently favored smaller aircraft, Even suggested the H225 could benefit as aging models such as the Sikorsky S-92 approach replacement. He also noted that military demand has helped sustain the H225 production network. Supply chain conditions have improved, with fewer parts shortages than in recent years, though some suppliers are still struggling and require attention. Even is stepping down after eight years leading the division, during which orders doubled. He will be succeeded by Matthieu Louvot. During his tenure, Airbus introduced the H140, its first new helicopter in a decade, aimed at eventually complementing and partly replacing the widely used H135. Both models are expected to remain in service for now. The company continues to explore future designs, though Even declined to discuss specific development programs, suggesting that projects with coded names are intentionally kept confidential. He emphasized that demand remains strong for current models such as the H145, even as Airbus invests in innovation for the next ge...

Wall Street Sees Plenty of Upside in Micron Despite the Recent Dip AOL.com

格隆汇3月30日｜今日晚，赛力斯召开分析师调研会，针对四季度净利润环比下降问题，赛力斯管理层表示，公司四季度研发费用比三季度环比增加7.6亿元，环比增长30%。同时，公司在2025年四季度计提资产减值12亿元是基于会计审慎原则，资产计提虽影响当期利润，但能提升资产质量和效率，夯实业绩持续增长基础。此外，公司持续升级人才结构，研发人员同比增长45.44%，H股上市后将通过多元化股权激励绑定人才与企业长期发展。 当天，赛力斯披露2025年年度报告。报告显示，公司全年实现营业收入1,650.5亿元，同比增长13.7%，创下历史新高；归属于上市公司股东的净利润达59.6亿元；2025年研发投入达125.1亿元，同比增长77.4%。

面对每天上千份上市公司公告该看哪些？重大事项公告动辄几十页几百页重点是啥？公告里一堆专业术语不知道算利好还是利空？请看财联社公司新闻部 《速读公告》 栏目，我们派驻全国的记者们将于公告当晚为您带来准确、快速、专业的解读。 财联社3月30日讯（记者 黄路） 又揽下一笔燃气轮机发电机组大合同， 杰瑞股份 子公司在美合作客户已达到四家。 今晚，杰瑞股份发布公告称，公司全资子公司 GenSystems Power Solutions LLC（以下简称 GPS）与美国某客户签署燃气轮机发电机组销售合同，合同金额为 3.41 亿美元（约合 23.59 亿元人民币），约占公司 2024 年度经审计营业收入的 17.66%。 公司方面表示，该合同是自 2025 年 11 月以来，公司与美国客户签署的第五份燃气轮机发电机组销售合同，交易对手方为公司近期在美合作的第四家客户。 具体来看，本次销售的燃气轮机发电机组，将应用于数据中心供电领域，该批机组采用标准化模块化设计，可实现快速运输、现场拼装与灵活扩容，有效应对项目周期紧、空间受限等现实挑战。 在北美 AI 算力扩张遭遇电力瓶颈的背景下，杰瑞股份从传统油服装备供应商向数据中心供电解决方案商转型。财联社记者根据公开信息梳理，杰瑞股份不到半年内已拿下多份大单：公司今年 1 月 14 日公告称，其全资子公司 GPS 已与某美国客户累计签署两笔订单，合计金额 2.12 亿美元（约合人民币 14.84 亿元）； 今年2 月 2 日公告显示，公司全资子公司 GPS 与美国某客户签署一笔金额为 1.815 亿美元（约合人民币 12.65 亿元）的燃气轮机发电机组销售合同，交付周期为 30 个月。该合同是自 2025 年 11 月以来，公司与美国客户签署的第四份燃气轮机发电机组销售合同，交易对手方为公司近期在美合作的第三家客户。 结合今晚最新公告来看，杰瑞股份在美合作客户新增一员，且单笔签约金额超 20 亿元人民币再上新台阶。 在燃气轮机供应方面，公司此前在机构调研中明确表示，已与西门子、贝克休斯、川崎重工等燃气轮机厂商建立长期稳定合作关系，合作范围涉及 SGT-A05、LM2500、NovaLT™等多个型号燃气轮机。 目前，公司通过对美国原有厂房进行产能扩建，已在北美地区具备电驱 / 涡轮压裂成套设备、燃气轮机发电设备等多类设备的总装生产能力，可满...

Five miles from their former city zoo, seven gorillas are exploring their new ‘African forest’ home It has been an eventful few months for Bristol’s gorillas. The troop made headlines across the world when an urban explorer snapped pictures of them looking downbeat in their old, almost deserted home near the city centre. Then they were moved – under armed police escort – to a new out-of-town base and promptly suffered a shock bereavement. On Monday, in warm spring sunshine, the western lowland gorillas were to be found exploring a new woodland habitat at Bristol Zoo Project, five miles from their former city home. Continue reading...

格隆汇3月30日｜美国驻沙特阿拉伯军事基地发生爆炸。

Uber Technologies Inc. has acquired the chauffeur booking app Blacklane, the company’s latest move to court a high-end clientele. The deal will expand Uber’s offerings targeting business executives and wealthy consumers, a fast-growing segment of the business, the company said in a statement on Monday. The transaction is expected to close by the end of 2026. Financial terms were not disclosed. Competition is heating up at the luxury end of the ride-hailing market. Uber just a few weeks ago introduced a new chauffeur ride option called Uber Elite. Last week, London-based Wheely, which specializes in serving business elites and high net worth individuals, announced that it is expanding to New York City, its first US market. And in a move similar to the Blacklane acquisition, Lyft Inc. bought TBR Global Chaufferuing five months ago for $110 million. Read More: Luxury Ride-Hailing App Wheely Expands to NYC, Targeting Elites Berlin-based Blacklane, whose backers include Mercedes-Benz Mobility AG , operates in more 500 cities across more than 60 countries through a mobile app and web booking platform. The purchase is set to bolster Uber Elite , which the rideshare giant is so far offering to frequent Uber Black riders and corporate account customers in Los Angeles and San Francisco. It is planning to expand the service soon to New York City. Uber’s premium ride options, which include Uber Comfort, SUV and Black, already account for more than $10 billion in annualized gross bookings, the company said last year, representing a 35% increase from the prior year. Blacklane was founded in 2011 and was valued at more than €500 million ($574 million) after a 2024 funding round, Bloomberg reported at the time. Its investors include Tasaru Mobility Investments, a subsidiary of Saudi Arabia’s Public Investment Fund, as well as Gargash Enterprises LLC, Al Fahim Group and RI Digital Ventures. Read More: Chauffeur Firm Blacklane Draws Saudi Arabia’s PIF in New Round

中泰证券公告，2025年实现合并报表营业收入113.93亿元，净利润14.35亿元，同比增长53.07%。

Bank of America is incrementally more bullish on JBS N.V. ( JBS ) after sizing up the protein processing giant's fourth-quarter earnings report. Analyst Isabella Simonato said JBS' ( JBS ) US beef margins came in better than expected during the quarter and noted that the dividend announcement reinforces the status of JBS ( JBS ) as a strong carry for investors. The firm's overall positive view on JBS ( JBS ) is driven by product & geographic diversification, which has reduced earnings volatility, as well as the strong demand for proteins, mainly in the U.S., which has kept meat prices high. The company's steady growth via M&A driven by a solid track record and additional firepower of $10B was also highlighted. In terms of valuation, JBS ( JBS ) was noted to trade at an attractive valuation vs. U.S. peers and is anticipated to close the gap gradually after it moved the listing from Brazil to the U.S. Shares of JBS ( JBS ) are up more than 16% over the last week. BofA's price objective of $21 on JBS implies even more upside. More on JBS N.V. JBS: Attractive Risk/Reward Opportunity JBS N.V. 2025 Q4 - Results - Earnings Call Presentation JBS: Meat In The U.S. Has Never Been So Expensive, And This Company Can Help Pay The Bill JBS N.V. posts record revenue in Q4 despite tight cattle availability JBS N.V. Q4 2025 Earnings Preview

Vertigo3d/iStock via Getty Images Focus of Article: The focus of this two-part article is to provide a very detailed analysis comparing Rithm Capital Corp. ( RITM ) to 17 other mortgage real estate investment trust (mREIT) peers I currently fully cover. I am writing this two-part article due to the continued requests that such an analysis be specifically performed on RITM and some of the company's mREIT peers at periodic intervals. For readers who just want the summarized conclusions/results, I would suggest to scroll down to the "Conclusions Drawn" section at the bottom of each part of the article. PART 1 of this article analyzed RITM's recent results and compared several of the company's metrics to 17 mREIT peers. PART 1 also showed how RITM's book value ("BV") as of 12/31/2025 compared to the 17 other mREIT peers. PART 1 helps lead to a better understanding of the topics and analysis that will be discussed in PART 2. The focus of PART 2 of this article is to compare RITM's recent dividend per share rates, yield percentages, and several dividend sustainability metrics to 17 mREIT peers. This analysis will show recent past data with supporting documentation within Table 11 below. This article will also discuss RITM's dividend sustainability which is partially based on the metrics outlined in Table 11. A more in-depth analysis of RITM's dividend sustainability will be provided in Table 12 below. By analyzing these metrics, one will better understand which mREIT generally has a safer dividend rate going forward versus other peers who generally have a higher risk for a dividend decrease or a higher probability of a dividend increase and/or a special periodic dividend being declared. When both back testing and projecting the metrics within this analysis, the results have continued to be proven extremely reliable. This is not the only data that should be examined to initiate a position within a particular stock/sector. However, I believe this analysis would be a good "s...

3月30日，农业银行在北京召开2025年年度业绩发布会。会上，农业银行行长王志恒在回复21世纪经济报道记者提问时明确提到了三个重点目标：力争今年县域贷款净增超万亿元；力争今年向乡镇迁建网点180个；确保建成惠农服务站3000家。（21世纪经济报道）

Alexander Sikov Palo Alto Networks ( PANW ) CEO Nikesh Arora warned that as the capabilities of frontier AI models such as those by Anthropic ( ANTHRO ) and OpenAI ( OPENAI ) continue to improve, so does their ability to target weak points. "The frontier model capabilities are no longer theoretical," Arora said in a blog post . "Anthropic, OpenAI and others will soon be releasing models that are, by any honest measure, proficient at finding vulnerabilities at scale. These are not incremental improvements. Imagine a horde of agents methodically cataloging every weakness in your technology infrastructure, constantly." Last week, a data leak of Anthropic documents revealed an upcoming model dubbed Mythos. "Although Mythos is currently far ahead of any other AI model in cyber capabilities, it presages an upcoming wave of models that can exploit vulnerabilities in ways that far outpace the efforts of defenders," according to an unpublished blog by Anthropic. Arora contends that over the next six months, the release of increasingly powerful AI models will enhance the efforts of hackers. "What makes this moment different is not just capability," he said. "It is the asymmetry, and for now, it favors the attacker. A single bad actor will now be able to run campaigns that once required entire teams. The models do not pause for sleep, they scale, and they only have to be right once. Defenders have to be right every time. That is not a fair fight." This makes the efforts of cybersecurity providers more crucial than ever, he said. Security of technological infrastructure requires supplementation with AI. In other words, "we must fight AI with AI." "It's important to remember that these models aren't effective as comprehensive defense systems," he said. "They never will be. They are powerful, but they need scaffolding that we've spent years building." The scaffolding includes sensors across networks, cloud, endpoints, and browsers; AI-enabled data lakes that can identify suspicio...

Voyager Technologies ( VOYG ) on Monday announced a new mission management contract with Icarus Robotics to test their free-flying robotic platform, Joyride, aboard the International Space Station . Under the agreement, Voyager will oversee payload integration, safety certification, launch coordination, on-orbit operations planning, and real-time mission execution support. The Joyride demonstration will take place in early 2027 and will focus on validating autonomous navigation, maneuverability, and operational performance in a live space station environment. VOYG +4.48% premarket to $23.81 Source: Press Release More on Voyager Technologies, Inc. Voyager: Scaling Defence Momentum, Starlab Optionality Remains Voyager Technologies raises 2026 revenue guidance to $225M–$255M amid record backlog and expanded defense demand Voyager Technologies, Inc. Non-GAAP EPS of -$0.37 misses by $0.01, revenue of $46.7M misses by $1.37M

guvendemir/E+ via Getty Images Background The Washington Post has reported that the Pentagon is preparing for substantial ground operations in Iran. This follows on the heels of reporting from Axios, suggesting that the Pentagon was preparing options for a final blow . As of now, the rumored plans call for targeted and limited operations rather than a full-scale invasion. At the very least, however, any substantial ground operations are a big step on what could be a very slippery slope. Most importantly, for this discussion, what happens in the region could have a major impact on energy and trade, thus in turn impacting the global economy and markets worldwide. Food security and agriculture, too, could evolve into a serious concern as fertilizer shipments are blocked. Below, we see that once the conflict kicked off on February 28th, the S&P 500 went into a rather dramatic decline. Slippery slope indeed. Data by YCharts Markets and the global economy have already been dramatically impacted by the air war, but a ground war will likely exacerbate many of the economic pressures. Even before recent developments, recession odds had already been climbing . Some experts suggest that the global economy could slump at the two-month mark , which is fast approaching, assuming the Strait remains closed. My gut says we're further away from a recession, but the risks are compounding no matter how you cut it. Against this backdrop, investors should be on their toes. Below, I outline several potential developments and what I believe could unfold. For investors, anticipating various scenarios could speed up reaction times. Of course, individual investors can and should incorporate their personal outlook and insights while considering the outcome of various scenarios. I will also highlight what I believe are some of the more likely outcomes, but I suggest investors keep a tab on developments and adjust as needed. Outlook Considerations and Thesis Seeking Alpha Many Asian stock markets...

要真正有效完善分级诊疗体系，首要的是凝聚信任机制。 让人看得起病、看得好病是最基础的民生。 3月27日的国务院常务会议明确，将研究加快建设分级医疗体系有关政策举措。会议指出，要统筹抓好分级诊疗体系建设和医疗卫生强基工程实施，以常见病、慢性病为重点引导群众基层首诊，以增强就医连续性为导向优化转诊服务管理，扎实做好家庭医生签约服务，推动医疗卫生服务下沉和基层能力提升。 分级诊疗是优化医疗卫生服务生态链的一项重要内容，有助于提高医疗资源的优化使用，最大化医疗资源绩效。近年来，为缓解“大医院人满为患、基层医院门可罗雀”的结构性矛盾，国家出台了一系列有力的改革举措，持续推进分级诊疗体系建设，目标是构建“基层首诊、双向转诊、急慢分治、上下联动”的有序就医格局。 分级诊疗体系建设自推进以来，极大提高了医疗资源的使用效率，有效缓解了一有恙就选择三甲医院，进而导致优质医疗资源浪费性使用等矛盾。不过，其中也暴露出一些问题，最为典型的就是信任。从患者角度而言，之所以舍近求远去三甲医院排队，一个重要原因就是基层医疗机构在医疗基础设施、医生资源配置上相对薄弱，有些检查做不了做不好，有些只能做简单的寻医问药服务，这使患者存在一种可理解的担心。 从高水平医生等医疗资源角度而言，相对于三甲等大医院，基层医疗服务机构的吸引力相对有限，尤其是当下医疗服务人员也肩负诸多科研课题，加之医疗体系的激励机制与职称挂钩，这不可避免导致追求自我成长的医生不愿意下沉到基层。 同时，当下分级诊疗体系的搭建，还主要被看作为大医院分流减压的措施，在基础医疗卫生投入、医生等医疗资源投入，及对医护人员的激励约束机制等，推进的颗粒度不够细，尚未基于医患各自真切诉求进行有效选择、可信排序和匹配，从而导致一些地方的分级诊疗体系物理网络虽然建立起来了，但内生的自洽信任体系依然在路上。 因此，要真正有效完善分级诊疗体系，首要的是凝聚信任机制，真正将便民利民落到实处，让医疗服务供给资源下沉基层，真正使首诊—转诊管理链条无缝衔接，有效响应并满足各方真切诉求。 也就是说， 首先需基于基层医疗体系的职责，为其提供相应水平的医疗服务设施。 这次国务院常务会议明确提出统筹抓好医疗卫生强基工程实施，为强化基层医疗卫生服务机构的基础建设打开空间。 同时，搭建责权利明晰的医疗服务制度体系，以及医患争端解决机制。首诊在基层，不是简单的患者分流，其背后是一...

D-Keine/E+ via Getty Images I told you that the re-rating of Inspired Entertainment ( INSE ) to a near-pure-play B2B supplier for iGaming wouldn't be a smooth ride. Well, there have been some bumps along the way. Some even in the last quarter. Probably the biggest one was the sale of Leisure in the UK (~11,000 machines) below book value to GENDA. But don't overlook the new UK budget . Seeking Alpha I also told you in the last article that this would almost double the RGD to 40% for iGaming, and, as >70% of revenue still comes from the UK, this would be a huge headwind. It's not a eureka moment at this point. You (and probably the entire market) already knew this at least a quarter ago. The reason the stock plummeted by double digits is the latest earnings . As soon as the report came out, the market didn't digest it well and took it to ~$6. I think there's no better place to start this write-up than there. After all, if the market is underpricing Inspired and my medium-term price target of ~$17–$19 is still valid, the upside here is huge, more than doubling in a year or two. It's good to mention a thing or two about STRATA too. This is an end-to-end omnichannel platform from Inspired for lotteries (not just iLottery!) that they just launched. And the best part is, it's not baked into the guidance. Walking with the Bears I read and reread these results trying to understand what the bears are thinking. Well, on the first reading I realized that everything was pointing towards my ' Operation Cash Cow ' thesis and a re-rating for FY 2027. Take my hand here and think with me. In Q4, Interactive (Inspired's darling) continued its streak of 10 consecutive quarters with adjusted EBITDA growth above ~40%, and 52% of the company's total adjusted EBITDA is already digital. Earnings Presentation With a more asset-light mix focused on B2B content, the margin was 42% in Q4. Slightly above the target for the whole year (~37%), but when I remove the EBITDA from that Leisure divisio...

(DELBX) 公司概況及事件 Yahoo 財經

Welcome to Next Africa, a daily newsletter on where the continent stands now — and where it’s headed. Sign up here to have it delivered to your email. In today’s edition, we look at how African countries are trying to deal with surging fuel costs. Also: Egypt’s Sisi urges Trump to end the Iran war Mozambique overtakes Senegal as most-distressed credit And finally, an ex-finance minister was detained by ICE Hitting the Pocket The war on Iran is beginning to hit home in Africa. Governments — many dependent on refined-fuel imports — are scrambling to find ways to shield their economies from the devastation of higher energy prices and insufficient supply triggered by the conflict. Namibia is halving its fuel levies and Kenya will use its petroleum-development duty to help cap costs as gas stations already grapple with supply shortages. Some Ethiopian firms have urged staff to work from home to ease demand as motorists queue for days to fill tanks, while Egypt has given restaurants and retailers a 9 p.m. curfew, even as it secured oil from its neighbor Libya. Somalia — with no means to intervene — has seen fuel prices more than double. Mali and Botswana also ramped up diesel and gasoline costs. Top oil producer Nigeria has the fuel to keep its economy running thanks to the giant Dangote refinery, although its pump prices have also climbed. In South Africa, citizens are still awaiting word on the state’s plan. As things stand, they’re bracing for what will likely be the biggest fuel-price increase since 2008 come midnight tomorrow. Market movements point to a diesel hike of at least 50% (prices are changed at the start of each month). For Africa’s biggest economy, the alarm bells are ringing and President Cyril Ramaphosa has assembled a cabinet group to urgently find a solution to cushion the blow for consumers. Johannesburg’s key stocks gauge is heading for its worst month in almost two decades, reeling as the war saps demand for emerging-market assets while plunging pre...

Source: Bloomberg, 4:32

陕西高速铁路“五线并进”，建设规模进入全国第一方阵。 随着两条高铁线路今年即将建成投运，西安“米”字形高铁网络就将搭建完成，成为继郑州、合肥之后第3个构建起“米”字形高铁网络的城市。 3月29日，西安至十堰高速铁路（下称“西十高铁”）陕西段正式启动联调联试。此前的3月24日，西十高铁湖北段已开启联调联试。至此，西十高铁全线进入联调联试阶段，预示着该线路进入开通倒计时。 截至目前，西安至安康高速铁路（下称“西康高铁”）全线隧道、桥梁等已全部贯通，铺轨已全部完成，即将启动静态验收。沿线6座新建站房相继挂牌，剩余工程加快推进，预计也将在今年建成通车。 “米”字形高铁网络形成 西十高铁开通后，西安至十堰将实现1小时左右到达，西安至襄阳预计2小时到达，西安至武汉3小时可达；西渝高铁西康段建成通车后，西安至安康的铁路运行时间将从现在的3小时左右缩短至1小时以内，将大幅缩短关中城市群与陕南秦巴山区的时空距离。 在此之前，西安已经建成郑西（郑州至西安）、西宝（西安至宝鸡）、大西（大同至西安）、宝兰（宝鸡至兰州）、西成（西安至成都）、银西（银川至西安）和西延（西安至延安）等高铁，形成了6个方向的高铁网。 不仅如此，西安在建我国西部地区规模最大的高铁站西安东站，目前，目前已完成总建设进度的90%，3月10日，394孔简支箱梁架设任务圆满完成，为西安东站年内开通运营奠定了坚实基础。 今年陕西省政府工作报告提出，“加快延榆、康渝高铁建设，确保西康、西十高铁、西安东站和府谷、定边机场建成投运”。这意味着西安搭建起8个方向的高铁网，将成为继郑州、合肥之后的全国第3个完整“米”字形枢纽。 陕西社科院研究员张宝通向第一财经表示，西安“米”字形高铁网络建成，将提升西安的枢纽地位。贯穿西安的高铁线路大都是国家干线高铁通道，包括包海、京昆和陆桥通道等，这将使西安处于国家高铁大通道的一个中心。 实际上，除了郑州、合肥和西安之外，全国还有多个城市也规划了“米”字形高铁网络。其中，2025年12月，武宜高铁（沪渝蓉高铁武汉至宜昌段）通车，武汉形成了7个方向的高铁网，而武汉规划了12个方向的超级“米”字形高铁网络。 陕西规划也不止于此。“十五五”期间，陕西将加快完善“米字型+五横两纵”综合立体交通网主骨架，推动高铁网向“多中心网络化”形态转变，推动绥德—太原高铁开工建设。国家“十五五”规划纲要也提出，建设包（银...

Film star and politician recognised for his contributions to public service, environmental advocacy, and the arts.

Arthur J. Gallagher & Co. ( AJG ) has acquired Brisbane-based International Insurance Brokers Pty, with terms undisclosed. The acquired firm specializes in retail brokerage, particularly property coverage for non-profit organizations. Leadership team Justin McPherson and Vince Mason will join Gallagher’s Brisbane office. More on Arthur J.Gallagher Arthur J. Gallagher & Co. (AJG) Discusses Strategy, Organic Growth Outlook, and AI Initiatives in Investor Meeting Transcript Arthur J. Gallagher: Cloudy Investment Case Due To AI Disruption Risk Arthur J. Gallagher & Co. (AJG) Q4 2025 Earnings Call Transcript Arthur J. Gallagher buys Asset Partners Private Wealth Key deals this week: KORE, TopBuild, Equinix, PayPal and more