格隆汇3月24日｜据半岛电视台：伊朗高级官员称特朗普无权对谈判施加条件或设定截止日期。

伊朗外长与巴基斯坦外长通电话 讨论地区局势 2026-03-24 01:40:39 来源： 同花顺7x24快讯 分享 当地时间23日，伊朗外长阿拉格齐与巴基斯坦副总理兼外长达尔通电话，就最新地区局势交换意见。双方就当前局势进行了沟通，并同意就地区事态保持联系。达尔重申通过对话与外交手段促进地区和平、安全与稳定的重要性。(央视新闻)

Nuclear Fuel Supply Chain Advancing Rapidly As Leading Reactor Developer X-energy Files For IPO X-energy submitted a draft registration statement to the SEC for an initial public offering of its Class A common stock. The company intends to list on the Nasdaq under the ticker “XE.” X-energy has submitted a draft registration statement on form S-1 to the U.S. Securities and Exchange Commission related to the proposed initial public offering of X-energy’s Class A common stock. X-energy intends to list on the Nasdaq Global Select Market under the symbol “XE.”… pic.twitter.com/Sh6zYpzEFw — X-energy (@xenergynuclear) March 20, 2026 The company develops the Xe-100, an 80 MWe high-temperature gas-cooled reactor (HTGR) designed for both electricity generation and high-temperature process heat. Modules can deploy individually or in four- to twelve-unit plants for scalable output. Safety features rely on its core design and proprietary TRISO-X fuel, tristructural-isotropic particles widely regarded as among the most robust nuclear fuels available. X-energy manufactures this fuel through subsidiary TRISO-X LLC to maintain quality control. Progress on their fuel supply chain is advancing rapidly. Vertical construction began in November 2025 at the TX-1 fuel fabrication facility in Tennessee. Once complete in mid-2026, the Category II facility will produce approximately 700,000 TRISO pebbles annually, sufficient for up to 11 Xe-100 reactors . TRISO-X received the first-ever Part 70 high-assay low-enriched uranium (HALEU) fuel fabrication license earlier this year, with confirmatory testing underway at Idaho National Laboratory. X-energy’s commercial pipeline now exceeds 11 GW across the United States and United Kingdom . The flagship project is a four-unit Xe-100 plant at Dow’s Seadrift (Long Mott) site in Texas, selected under the Department of Energy’s Advanced Reactor Demonstration Program. The installation will supply power and steam for chemical manufacturing. A construction...

Sheryl Sandberg is back at a technology startup — and it reminds her of the halcyon days at Google and Facebook. The veteran technology executive joined the board of a data center developer Nscale earlier this month, one of her first significant positions since leaving Meta Platforms Inc .’s board in 2024. On Monday, Sandberg said the London-based startup felt reminiscent of earlier times at Google and Facebook, where she played a prominent role building advertising businesses. She even compared Josh Payne , Nscale’s chief executive, to her famous former boss. Payne courted Sandberg aggressively, writing a letter to his management arguing for her to join the board, Sandberg said. “The only person I’d ever seen write like that is Mark Zuckerberg ,” she said in a joint interview with Payne on Bloomberg TV, praising Payne’s “real visionary leadership.” Nscale is one of leading so-called neoclouds, the companies renting out computing capacity to artificial intelligence developers. It competes with CoreWeave Inc. , Nebius Group NV and several other providers that have signed deals with tech giants looking to shift infrastructure spending off their balance sheets. In the process, the neoclouds have raised mountains of debt to build data centers and buy the latest semiconductors, sparking concerns about a bubble. Spun out of a cryptocurrency miner in 2024, Nscale has pledged to build major data center projects in the UK, Portugal and Norway. But none of those projects are finalized and the company has reported only minimal revenues. In March, when Nscale announced Sandberg’s appointment, the startup disclosed it had raised $2 billion from several investors, including Nvidia Corp . and Nokia Oyj , for a $14.6 billion valuation. Payne said on Monday that his company was distinct from rivals because it controlled each aspect of the technology inside data centers. “We own the land and power. We own the chips. And we own the software,” he said. Last week, Nscale said it planned...

Sheryl Sandberg Says Nscale and Its CEO Remind Her of Early Facebook Bloomberg.com

Back in 2017, the Tax Cuts and Jobs Act increased the estate tax exemption from $5.5 million to $11.8 million per person. Since that figure was pegged to inflation, the exemption steadily rose to $13.99 million in 2025. That exemption made it much easier for wealthy individuals to pass their entire estate to their heirs upon death without incurring a tax. That exemption was originally set to expire this year and decline to about $7 million. However, the One Big Beautiful Bill Act set a new baseline exemption of $15 million for 2026 and beyond. It will also be adjusted for inflation every year, but it's a permanent change that won't expire. How will this change affect most Americans? According to the Federal Reserve, Americans aged 75 and older had a median net worth of $335,600 and an average net worth of $1,624,100 at the end of 2022. Therefore, most elderly Americans were already exempt from the estate tax. Only about 1% of American households have a net worth of over $15 million. Even if those individuals die with more than $15 million in assets, their estates won't be immediately taxed at the maximum 40% rate. Instead, it starts at 18% and goes up to 40% -- with an added "base tax" -- based on the amount by which the $15 million threshold was exceeded. Taxable Amount Base Tax Estate Tax $1 – $10,000 $0 18% $10,001-$20,000 $1,800 20% $20,001-$40,000 $3,800 22% $40,001-$60,000 $8,200 24% $60,001-$80,000 $13,000 26% $80,001-$100,000 $18,200 28% $100,001-$150,000 $23,800 30% $150,001-$250,000 $38,800 32% $250,001-$500,000 $70,800 34% $500,001-$750,000 $155,800 37% $750,001-$1,000,000 $248,300 39% $1,000,001+ $345,800 40% For example, if a person dies with $17 million in assets, their beneficiaries would need to pay a $345,800 base tax plus $800,000 (40% of the $2 million above the $15 million threshold). Yet that $1.15 million would still be equivalent to less than 7% of the total estate. What should you do with your assets in 2026? If you don't own more than $15 mi...

Key Points Two big tax changes over the past decade exempted most Americans from estate taxes. However, high-net-worth individuals should still be familiar with these new rules. The $23,760 Social Security bonus most retirees completely overlook › Back in 2017, the Tax Cuts and Jobs Act increased the estate tax exemption from $5.5 million to $11.8 million per person. Since that figure was pegged to inflation, the exemption steadily rose to $13.99 million in 2025. That exemption made it much easier for wealthy individuals to pass their entire estate to their heirs upon death without incurring a tax. That exemption was originally set to expire this year and decline to about $7 million. However, the One Big Beautiful Bill Act set a new baseline exemption of $15 million for 2026 and beyond. It will also be adjusted for inflation every year, but it's a permanent change that won't expire. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » How will this change affect most Americans? According to the Federal Reserve, Americans aged 75 and older had a median net worth of $335,600 and an average net worth of $1,624,100 at the end of 2022. Therefore, most elderly Americans were already exempt from the estate tax. Only about 1% of American households have a net worth of over $15 million. Even if those individuals die with more than $15 million in assets, their estates won't be immediately taxed at the maximum 40% rate. Instead, it starts at 18% and goes up to 40% -- with an added "base tax" -- based on the amount by which the $15 million threshold was exceeded. Taxable Amount Base Tax Estate Tax $1 – $10,000 $0 18% $10,001-$20,000 $1,800 20% $20,001-$40,000 $3,800 22% $40,001-$60,000 $8,200 24% $60,001-$80,000 $13,000 26% $80,001-$100,000 $18,200 28% $100,001-$150,000 $23,800 30% $150,001-$250,000 $38,800 32% $2...

Larry Fink, chief executive officer of BlackRock Inc., speaks during BlackRock's 2026 Infrastructure Summit in Washington, DC, US, on Wednesday, March 11, 2026. Daniel Heuer | Bloomberg | Getty Images BlackRock CEO Larry Fink said Trump accounts could be a successful early wealth-building tool for children in the U.S., when paired with pre-existing investment vehicles. In his annual chairman's letter to investors, published Monday, Fink said this type of policy can have a good return on investment. "On average, early wealth-building accounts make it more likely for someone to earn an advanced degree, start a business, and own a home," he wrote, citing a 2023 research paper by the Aspen Institute . "We'll see how these accounts evolve, but if they are structured thoughtfully, and paired with existing investment vehicles for education and retirement (like 529 and 401(k) plans), this could be a very significant step toward more young Americans growing with their country," Fink wrote. A 529 college savings plan is another tax-advantaged investment option for families to save on a child's behalf, generally geared toward future education expenses. Alternatively, a 401(k) plan is a retirement savings tool available through most employers. Read more CNBC personal finance coverage BlackRock CEO Fink: Trump accounts may be 'significant' wealth-building tool The uneven cost of tariffs: Why some households will pay more than others When it comes to private credit, 'some caution is reasonable,' advisor says 'War tax resistance' gains attention amid Iran conflict, but IRS penalties apply Average IRS tax refund is up 10.8%, new filing data shows Your tax refund could be smaller than expected this season. Here's why What may happen to Social Security benefits in six years if Congress doesn't act Trump officials task Treasury Department with student loan collection Harvard University tops this year's list of 'dream colleges': The Princeton Review 9% of ACA enrollees go uninsured aft...

Super Micro Computer's recent market volatility contrasts with its powerful revenue growth and its central role in the expanding AI infrastructure market.

Two India tankers pass through Hormuz as Trump-Iran standoff simmers Reuters

President Donald Trump says the US is having really good talks with Iran. He said Iran's bragging about getting a nuclear weapon made him nervous. He speaks at an event in Memphis, Tennessee. (Source: Bloomberg)

Jorge Casares/iStock via Getty Images Investment Thesis Marvell Technology, Inc. ( MRVL ) is down approximately 11% YTD. The company continues to deliver strong revenue growth, driven primarily by its data center segment. I aim to explain why MRVL’s acquisitions are already having an impact on its solutions and why the company is strategically well positioned to lead the next generation of networking products. Q4 ’26 Overview The Data Center segment continues to be the company’s main growth catalyst, delivering 21% YoY growth in Q4 ’26 and representing 74% of its total revenue. The Communication and Other segment also grew 26% YoY, demonstrating strong momentum across both of its segments. Q4’26 Investor Presentation I find it particularly interesting that the company provides midterm revenue guidance and not only guidance for the next year; as a result, investors have better performance visibility. Let me organize the company’s guidance into different buckets, starting with the big picture and then moving into segment‑level details. Total revenue guidance: Revenue of $11B for FY27, up 30% YoY -raised from prior guidance of $10B. Revenue of $15B for FY28, up 40% YoY. As a result, it indicates a 2-year CAGR of about 35%. Segment’s revenue guidance: Data Center 40% YoY growth for FY27 Data Center 50% YoY growth for FY28 Communications 10% YoY growth for FY27 Communications low single-digit growth for FY28 Breakdown within the Data Center segment per business line: Interconnect revenue growth of 50% YoY for FY27 -raised from prior guidance of 30%. Custom revenue growth of over 20% YoY for FY27 and at least 100% YoY for FY28, based on FY26 revenue of $1.5B. Switching revenue growth of roughly 100% YoY for FY27, reaching over $600M – up from previous guidance of $500M. Notably, for FY26, switching revenue was $300M. Emerging market guidance for co-packaging optics (CPO) and switches, following the acquisitions of Celestial AI and XConn Technologies , respectively: ARR of...

Key Points Sarissa Capital Management added 513,184 shares in Biohaven during the fourth quarter. The quarter-end position value increased by $5.79 million as a result of the transaction. This marked a new position for Sarissa. 10 stocks we like better than Biohaven › Sarissa Capital Management established a new position in Biohaven Ltd. (NYSE:BHVN) during the fourth quarter, acquiring 513,184 shares worth $5.79 million at quarter’s end, according to a February 17, 2026, SEC filing. What happened According to an SEC filing dated February 17, 2026, Sarissa Capital Management initiated a new stake in Biohaven during the fourth quarter, purchasing 513,184 shares. The quarter-end valuation of the new position stood at $5.79 million, reflecting the total value of shares held after the trade. What else to know This was a new position for Sarissa, bringing Biohaven Ltd. to 2.6% of reportable U.S. equity AUM. Top holdings after the filing: NASDAQ:INVA: $56.29 million (25.3% of AUM) NASDAQ:IRWD: $53.65 million (24.1% of AUM) NASDAQ:NBIX: $43.00 million (19.3% of AUM) NASDAQ:CYTK: $25.18 million (11.3% of AUM) NASDAQ:AMRN: $23.35 million (10.5% of AUM) As of Monday, Biohaven shares were priced at $8.90, down a staggering 70% over the past year and well underperforming the S&P 500, which is instead up about 15% in the same period. Company overview Metric Value Price (as of Monday) $8.90 Market Capitalization $1.3 billion Net Income (TTM) ($738.8 million) Company snapshot Biohaven develops therapies for neurological and immunoscience diseases; currently focused on clinical-stage drug candidates. The firm operates a biopharmaceutical business model centered on research and development, with future revenue expected from licensing and commercialization of proprietary treatments. It targets healthcare providers and patients affected by neurological and immune-related conditions as primary customers. Biohaven Ltd. is a clinical-stage biotechnology company specializing in the develop...

"I think the labor market could still use support from monetary policy, and that's why I dissented last meeting," Federal Reserve Governor Stephen Miran said on Monday. Meanwhile, Austan Goolsbee, president of the Federal Reserve Bank of Chicago, said he sees inflation as the more pressing concern. "At the moment, I think inflation has got to be a little ahead of the employment," he said in a televised interview. Both policymakers are trying to ascertain how the oil price shock caused by the Iran war will affect the U.S. economy in the next year or so. "Looking 12 to 18 months out, there's still not enough clarity to think that monetary policy itself should adjust in response to what has happened," Miran said during an interview on Bloomberg Television. It's still too early to conclude that the oil shock will bleed into inflation expectations, he added. He pointed out that high oil prices also depress demand, which would offset the increase in inflation, Miran said. "If it looks like the oil shock is bleeding into inflation expectations beyond the first year, then you get really concerned about second-round effects," he said. He'd also be worried if the shock appeared to cause a wage-price spiral. Miran noted that the last time the U.S. economy dealt with an oil shock, when Russia invaded Ukraine, monetary and fiscal policies were very different. Both were at "all-time historical accommodative levels," he said. "That's not the case right now. We're not hitting the gas on demand that would interact with the higher oil price in a way that would reverberate through the economy right now. That's not the case at all." Meanwhile, regarding the Iran war's effect on inflation, Goolsbee said, "It's an intense moment. We got a lot that hangs in the balance," Goolsbee said. Through 2025, the U.S. went through another inflation shock with the sweeping tariffs imposed by the Trump administration. "We stopped making progress on the inflation front," he said. "At best, it stalled ...

美国副总统万斯当日上午与以色列总理内塔尼亚胡通电话，讨论了开启对伊朗谈判的努力，探讨了结束对伊战争潜在协议的构成要素。(央视新闻) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Amazon seen as undervalued despite AI capex concerns: Jefferies Proactive financial news

An analyst just downgraded Super Micro’s stock on concerns that the export-control scandal involving the server company’s co-founder will weigh on customer trust.

Amazon.com Inc (NASDAQ:AMZN) may offer investors significant upside despite concerns over near-term capital expenditures and relative AWS growth, according to analysts at Jefferies. The firm highlighted that Amazon shares have “been a frustrating laggard as sentiment faded on outsized AI...

Amazon seen as undervalued despite AI capex concerns: Jefferies Proactive Investors

is transportation editor with 10+ years of experience who covers EVs, public transportation, and aviation. His work has appeared in The New York Daily News and City & State. Donut Lab is on a mission to prove to the world its solid-state battery is real, one independent test at a time. We’ve seen speed charging tests, extreme heat tests, and not-a-supercapacitor tests. Today’s test is to see how the battery hold up under damage. The results: while it could barely sustain a charge, it didn’t burst into flames, which Donut Lab sees as a victory. If you’ll recall, during the extreme heat tests, the pouch surrounding Donut’s battery lost its vacuum seal. This led to researchers at Finland’s state-owned VTT Technical Research Centre, which conducted all of the lab’s previous tests, to explore whether the cell could still function under these high-stress, high-temperature conditions. As Donut notes, damage such as the one sustained by its pack during the heat test has been known to cause fire or thermal runaway in conventional lithium-ion batteries. The startup wanted to see whether its solid-state battery could avoid a similar calamity. Researchers conducted three tests: a baseline test of 5 cycles at 1C (26 amps); a high-stress test of 50 cycles at 5C (130 amps) ; and another final baseline test of 5 cycles at 1C to measure degradation. After the tests, the team observed a sharp drop in energy capacity, from 24.7 Amp-hours to 11.2 Ah, or a loss of approximately 55 percent. They also recorded a drop in efficiency from 89.6 percent to 83 percent, and noted a 17 percent increase in the pack’s thickness. Given the damage sustained by the pack, the results shouldn’t be that surprising. The loss of the vacuum seal certainly accelerated the battery’s degradation and contributed to its thick, swollen state after the test. Still, Donut Lab said this was further proof that its battery can avoid some of the worst outcomes of a damaged lithium-ion battery. “No temperature spikes, n...

Britain is sending short-range air defence systems to the Gulf to help counter Iranian missile attacks, Prime Minister Keir Starmer said on Monday. “We’re deploying short-range air defence systems to Bahrain at speed,” Starmer told a parliamentary committee, adding the UK was “doing the same with Kuwait and Saudi Arabia”. The UK is working with industry to “distribute air defence missiles to Gulf partners”, which have faced waves of Iranian barrages in retaliation for US-Israeli strikes, and has embedded airspace specialists there, Starmer said. Advertisement Defence Minister John Healey told Parliament the country would be deploying its Rapid Sentry anti-drone system to Kuwait. He called this a “battle-tested ground-based air defence missile system that has already proved highly effective for UK forces taking down drones in the region”. Advertisement A British warship, HMS Dragon, has also arrived in the eastern Mediterranean to defend Cyprus, Healey said.

MP Materials (MP +5.04%) is at the forefront of a critical opportunity as the U.S. seeks to secure a domestic supply of essential minerals and rare-earth materials. That's because, according to research from The Motley Fool, China currently accounts for 90% of rare-earth processing, which could pose a risk to crucial supply chains that rely on these rare-earth elements. The U.S. government is stepping in and investing in miner stocks through an ambitious "mine-to-magnet" strategy aimed at securing domestic production, and MP Materials has been one beneficiary. With the stock down 47% from its October peak, now might just be the time to invest. Expand NYSE : MP MP Materials Today's Change ( 5.04 %) $ 2.55 Current Price $ 53.15 Key Data Points Market Cap $9.0B Day's Range $ 51.07 - $ 53.62 52wk Range $ 18.64 - $ 100.25 Volume 170K Avg Vol 7.4M Gross Margin -280.15 % MP Materials is leading the charge in domestic rare-earth magnet production MP Materials holds a unique position in the rare-earth magnet space as a domestic supplier and owns the only rare-earth mining and processing site of scale in North America, the Mountain Pass Rare Earth Mine and Processing Facility in California. Neodymium-praseodymium (NdPr) is a critical feedstock for rare-earth magnets used across sectors such as electric vehicles, robotics, and defense. Last year, MP Materials secured a landmark public-private partnership agreement with the U.S. Department of Defense to purchase its NdPr products. In the agreement, the DOD established a price floor of $110 per kilogram for these crucial products for approximately 10 years. In return, the U.S. government got a 15% stake in MP Materials. The company is undergoing a transformation from a concentrate exporter to a vertically integrated mine-to-magnet manufacturer. As part of this, the company is cutting China out of the picture. It had historically mined ore in California and then sent it to China for processing; now, the entire supply chain will b...

Key Points MP Materials aims to capitalize on a U.S. push to secure critical minerals and rare-earth elements. The company has established a partnership with the U.S. government, agreeing to supply key products. It has long-term plans to expand magnet production capacity to 10,000 metric tons annually. 10 stocks we like better than MP Materials › MP Materials (NYSE: MP) is at the forefront of a critical opportunity as the U.S. seeks to secure a domestic supply of essential minerals and rare-earth materials. That's because, according to research from The Motley Fool, China currently accounts for 90% of rare-earth processing, which could pose a risk to crucial supply chains that rely on these rare-earth elements. The U.S. government is stepping in and investing in miner stocks through an ambitious "mine-to-magnet" strategy aimed at securing domestic production, and MP Materials has been one beneficiary. With the stock down 47% from its October peak, now might just be the time to invest. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » MP Materials is leading the charge in domestic rare-earth magnet production MP Materials holds a unique position in the rare-earth magnet space as a domestic supplier and owns the only rare-earth mining and processing site of scale in North America, the Mountain Pass Rare Earth Mine and Processing Facility in California. Neodymium-praseodymium (NdPr) is a critical feedstock for rare-earth magnets used across sectors such as electric vehicles, robotics, and defense. Last year, MP Materials secured a landmark public-private partnership agreement with the U.S. Department of Defense to purchase its NdPr products. In the agreement, the DOD established a price floor of $110 per kilogram for these crucial products for approximately 10 years. In return, the U.S. government got ...

Investors looking for gains in this volatile market should pick and choose their spots in artificial intelligence while also adding exposure to names unlikely to be disrupted by the new technology, according to investor Dan Niles. "You want to have a mix between asset-heavy names [and] be well diversified," the founder of Niles Investment Management said Monday in a CNBC " Squawk on the Street " interview. "The AI trade … with OpenClaw having come out, that's a good area still and I think you're hitting another inflection point in token demand." "What you're going to see is, as more people start to deploy things that are actually useful, that's eventually going to lead to these AI trades, or at least my favorite ones, starting to work again," he added. "That's why you want to have this barbel of 'HALO' names and AI names." HALO refers to "heavy asset, low obsolescence" stocks, which are seen as less vulnerable to AI disruption. Niles also said the overall stock market is oversold. That makes this "a good time to consider putting some cash to work." The S & P 500 posted on Friday its fourth losing week in a row as the U.S.-Iran war continued. Stocks rallied on Monday, however, after President Donald Trump said the two countries had "productive" talks over the weekend. On the AI front, Niles recommends investors have exposure to stocks that will likely benefit from "a massive uptick in agentic AI." Alphabet is one name that is poised to gain ground on the AI trade this year, Niles said, pointing to the company's robust resources and technology stack. To be sure, the stock has fallen more than 3% this year as the AI trade appears to lose steam. However, "as more and more people start to deploy things that are actually useful, that's eventually going to lead to these AI trades, or at least my favorite ones, starting to work again," Niles said. GOOGL YTD mountain GOOGL year to date For HALO exposure, Niles said he likes stocks in the utilities, materials, energy, staples...

当地时间23日，在委内瑞拉首都加拉加斯，大量民众走向街头举行游行活动，要求全面解除对委内瑞拉的制裁。委内瑞拉执政党统一社会主义党总书记迪奥斯达多.卡韦略在游行活动上表示，欧美针对委内瑞拉的所有制裁是非法的，解除制裁将有助于该国的经济发展。卡韦略表示，毫无疑问，所有的委内瑞拉人都要求解除制裁，这将有助于解决该国在医疗、教育、电力（562350）以及基础设施等领域的问题。(央视新闻)

industryview/iStock via Getty Images Honeywell ( HON ) on Monday introduced a gas sensor that uses non-dispersive infrared technology to detect flammable gases including methane, propane and butane in industrial environments. The sensor is designed for use in fixed systems and portable detectors carried by workers in sectors such as mining, oil and gas and petrochemical production. These detectors are intended to alert workers to the presence of hazardous gases. Performance in harsh conditions The company said the device is built to operate in environments that may include dust, temperature swings and high humidity. It includes a condensation management feature aimed at maintaining performance in settings such as underground mines and refineries. The sensor is part of Honeywell’s 4-Series line and is intended to function across a range of industrial conditions where gas detection systems are commonly deployed. Alternative to traditional sensor types Honeywell ( HON ) said the infrared-based approach differs from conventional pellistor or catalytic bead sensors, which can degrade when exposed to certain contaminants. The company said the new sensor is designed to resist such effects, which can lead to inaccurate readings. The infrared system also uses less power than some traditional sensors, which may extend the operating time of portable gas detectors. More on Honeywell International Honeywell: The Premier Value Play In Industrials At A Discount Honeywell International Inc. (HON) Presents at JPMorgan Industrials Conference 2026 Transcript Honeywell International Inc. (HON) Presents at Bank of America Global Industrials Conference 2026 Transcript Honeywell debuts AI tool aimed at predicting industrial disruptions Honeywell slips as CEO flags Middle East shipping disruptions