Elon Musk must defend himself against a lawsuit alleging that he unlawfully seized too much power as the leader of the Department of Government Efficiency (DOGE), a judge ruled Monday. According to the plaintiffs, Musk needed Senate confirmation before directing DOGE on drastic actions like eliminating agencies, mass firings, and steep budget cuts. Allegedly going far beyond the authority granted in President Donald Trump's most expansive DOGE executive orders, Musk took every inch of power granted and then increasingly used it to overreach unlike any presidential advisor who came before, the suit says. In her opinion partly denying a motion to dismiss , US District Judge Tanya S. Chutkan did not buy the US government's defense that Musk held no office formally established by law—and therefore did not need Senate confirmation and cannot be alleged to have exceeded his authority under the Constitution's Appointments Clause. Read full article Comments

audioundwerbung/iStock via Getty Images Introduction Our world needs energy, and the recent outbreak of the Iran War has proven this once again. This is why many believe that the development of small modular reactors (SMRs) could be a game-changing technology, positioned at the crossroads of the massive energy demand boom driven by the AI buildout and next-gen nuclear reactors. I recently investigated this space and covered both NuScale Power ( SMR ) and OKLO . The latter has recently reported earnings, and I would like to update my coverage. Last time, I was neutral , meaning that I considered the technology as interesting, but the stock as unstable. In addition, I think that Oklo's strategy to own the whole value chain, from SMR design to operation, is particularly fit for this nascent industry. However, since my last coverage, the stock tumbled over 35% and now trades around $55. I thought this outcome could be likely because the company, while having real optionality on a disruptive technology, lacks the underlying fundamentals that would make me pivot to a buy rating. After all, the company is still in the non-revenue stage and has a high cash burn rate. Moreover, many unknown variables will appear on the path to full commercialization. So, consistent with my investing strategy, where I don't like to invest in unprofitable companies in the early stages of their development, I kept myself out of the stock, though I thought it was worthy of being monitored for several reasons. Oklo's Q4 2025 Earnings Review When Oklo reported its Q4 2025 earnings , we see that the income statement keeps being only a statement of operations, which means that we are still looking at a zero-revenue company. Moreover, the Q4 EPS was -$0.27, missing the consensus by $0.10 . I am not surprised. A pre-revenue company burns cash, and EPS is a proxy to assess the speed of the cash balance depletion. OKLO FY25 10-K We then have to ask ourselves: how much does Oklo's operations cost right n...

Victor Fetter, Director of Horace Mann Educators Corporation (NYSE:HMN) , reported the open-market purchase of 3,500 shares for a transaction value of ~$150,000 on Feb. 25, 2026, according to the SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($42.73); post-transaction value based on Feb. 25, 2026 market close ($43.29). 1-year price change calculated as of Feb. 25, 2026. Continue reading

格隆汇3月25日｜路透社/益普索民调：美国总统特朗普支持率跌至36%，为重返白宫以来最低水平。

格隆汇3月25日｜路透社/益普索民调：美国人对美军打击伊朗的支持率自上周的37%降至35%；61%的人表示不支持。

格隆汇3月25日｜路透社/益普索民调：在汽油价格飙升背景下，仅有四分之一的美国人认可特朗普应对生活成本问题的方式。

格隆汇3月25日｜据华尔街日报援引两位美国官员称，五角大楼计划向中东部署一支陆军精锐第82空降师的旅级战斗队，以支持针对伊朗的行动。官员们表示，预计未来数小时内将下达书面命令，部署这支由约3000名士兵组成的部队。第82空降师的这支作战旅作为陆军的应急反应部队，可在24小时内部署到全球任何地点。他们接受过伞降至敌对或有争议领土以夺取机场并着陆的训练。官员们称，该旅将与师部将一同部署。官员警告说，目前尚未就在伊朗部署地面部队做出决定。但第82空降师的调动，为特朗普尝试以武力重新开放霍尔木兹海峡、夺取伊朗的战略岛屿或海岸线，或在他认为必要时发起行动夺取伊朗政权的高浓缩铀打开了大门。

William_Potter/iStock via Getty Images After starting out the year on a very strong run, gold ( GLD ) ( IAU ) has sold off sharply, especially in the wake of the Iran war. Data by YCharts However, this is exactly the kind of pullback that creates a very attractive buying opportunity from a long-term perspective. The reason I say this is because the sell-off is primarily driven by temporary factors that have nothing to do with gold's long-term fundamental outlook. In fact, I think that the Iran war itself is actually strengthening the long-term bull case for gold. In this article, I will detail why and share some of the ways that I am taking advantage of the opportunity in gold right now. Why Gold Is Suddenly Selling Off So Hard There are three main reasons why gold is selling off right now, and none of them change the long-term story. First of all, it is expected that extra government spending on the war, as well as supply chain disruptions and the rising cost of oil, will push inflation higher in the near term, therefore reducing the Fed's room to cut rates. As a result, the market is expecting there to be higher-for-longer savings accounts, money market accounts, and CD interest rates, which make them more attractive relative to gold on a short-term basis for a store of value. Given that gold is often compared to real rates, higher interest rates—even if inflation is pushed up a bit as well—are weighing on gold's appeal to short-term-oriented savers. Meanwhile, another short-term headwind for gold is that the recent market volatility, with numerous stocks pulling back, is likely forcing some investors to liquidate their holdings to prevent or even meet margin calls. Given that gold, after its big run-up and status as a store of value, likely served as a natural source of liquidity during this event, it is probably being sold in some cases to provide cash for these sorts of situations. Third and finally, the pullback in gold has likely caused a shift in how many mo...

Nikada/iStock via Getty Images Investment Thesis Since my last coverage , Broadcom Inc. ( AVGO ) is down by 5.4%, but that pullback feels more like noise than signal. In fact, it looks like a rare opportunity. In reality, the core thesis has not changed. Demand in the hyperscaler space remains locked in, supply remains constrained, and Broadcom’s involvement in AI infrastructure continues to grow. Markets are moving around positioning and sentiment, especially in crowded positions. However, I see this pullback does not weaken the thesis. Instead, it refines it and makes it even more appealing to get involved in what looks like a structural AI compounder. Data by YCharts $100 Billion In 2027 AI Semiconductor Top Line From 10 GWs Of Compute Demand As I see it, Broadcom derives expanding top line from AI semiconductor ops. Q1-FY26 AI semiconductor top line hit $8.4 billion, and Accelerator top line expanded 140% YoY. With that, Broadcom executes supply deals extending into 2028 to secure wafer, substrate, and memory capacities. Securing these inputs ensures production continuity for six clients. OpenAI plans deployment of one GW of compute capacity in 2027. Anthropic plans one GW of compute capacity in FY26 and expects three GWs in 2027. Meta continues deployment of MTIA accelerators. Broadcom pairs compute units with networking components. The top line from networking is one-third of the total AI top line in Q1-FY26 and expanded 60% YoY. Broadcom projects top line from networking approaching 40% of AI revenue in Q2-FY26. Product-side, the Tomahawk 6 switch operates at 100 terabits per second and Broadcom in-build 200G SerDes and plans 400G SerDes integration for 2028. The product edge is that direct-attach copper components interlink XPU clusters, and copper components decrease power consumption and decrease expenses relative to optics. At the bottom line, operating income hit $12.8 billion. Adjusted EBITDA equaled $13.1 billion, representing 68% of the total top line...

Broadcom’s $100B AI Breakout (NASDAQ:AVGO) Seeking Alpha

Overmatch Ventures is raising a $250 million fund to invest in startups working on products like drones, spacecraft and portable renewable energy. Overmatch General Partner Morgan Hitzig joins Caroline Hyde and Ed Ludlow on a special edition of “Bloomberg Tech” live from the Hill and Valley Forum in Washington. (Source: Bloomberg)

Yahoo Finance Senior Producer John Hyland tracks Tuesday's top moving stocks and biggest market stories. Circle (CRCL) stock is nosediving — its biggest drop on record — as the broader crypto space is under pressure. Software (IGV) stocks are falling after the Information reported that Amazon (AMZN) Web Services (AWS) is developing an artificial intelligence (AI) agent to automate jobs.

国际铜夜盘收涨0.19%，沪铜收涨0.17%，沪铝收涨0.42%，沪锌收跌0.52%，沪铅收涨0.15%，沪镍收跌0.59%，沪锡收涨0.81%。氧化铝夜盘收跌2.18%，铝合金收涨0.68%。不锈钢夜盘收跌0.10%。

Remember That 70s Show — bellbottoms, punk and all that disco glam? New data suggests we could also be headed toward an economic rerun of stagflation, another defining ‘70s trend, as some indicators start to flash red . As the war on Iran chokes the global energy supply, economies worldwide are entering a synchronized shock , revealing the looming risk of higher prices and crippled growth. Multiple purchasing manager indexes compiled by S&P Global for March showed marked declines. Among those released today, the euro zone ’s composite measure dropped more than predicted. An effort by US President Donald Trump to ameliorate market stress by delaying planned attacks against Iranian energy assets appeared to fizzle as Israel vowed to persist with strikes and Iran’s biggest Gulf Arab neighbors are said to weigh joining the war . Fund managers tell us they’re maintaining hedges, holding higher cash levels and closely tracking oil prices and Fed policy signals. What started as a human tragedy and geopolitical test is now turning into an energy shock whose fallout is impossible to avoid, writes Lionel Laurent for Bloomberg Opinion . As hopes for a quick peace deal fade , Europeans may soon have to reacquaint themselves with other cultural relics from the 1970s like charity shop chic . What You Need to Know Today Iran began charging transit fees for some commercial vessels to pass through the Strait of Hormuz, another sign that Tehran intends to flex its control over the maritime channel critical to world energy flows . Insiders tell us payments of as much as $2 million per voyage are being sought on an adhoc basis, effectively creating an informal toll on the waterway. One ship to make the journey was a Chinese-owned fuel tanker that navigated a channel between Iranian islands to exit the Gulf. In other regional energy news, sources told us Iran stopped natural gas exports to Turkey following last week’s Israeli bombing of a key field. Those strikes caused prices for the f...

The AI-powered shopping rivalry is heating up as Google and OpenAI launch new features to help you buy things while interacting with their chatbots. Now, Google is teaming up with Gap Inc to allow its Gemini AI assistant to purchase clothes on your behalf from any of its stores, which include Gap, Old Navy, Banana Republic, and Athleta, while OpenAI launched an updated shopping interface in ChatGPT . With Google's new partnership, you may see products from one of Gap's brands if you're asking Gemini for shopping suggestions, along with an option to purchase the item without leaving the chatbot. Similar to Walmart and Target, which also let u … Read the full story at The Verge.

Asia relies heavily on oil and gas from the Gulf, and shortages and higher prices are starting to bite.

Goldman Sachs expects the liquefied natural gas market to stay disrupted through 2027 due to the U.S.-Iran war. The Wall Street investment bank thinks three companies can benefit from the new supply and demand dynamic. QatarEnergy's CEO Saad al-Kaabi told Reuters last week that attacks from Iran have knocked out 17% of Qatar's LNG export capacity. About 3% of global LNG supply comes from Qatar, Goldman analyst John Mackay wrote in a note published Tuesday. With LNG margins already 200% higher on average for 2026 through 2028, Goldman believes tighter balances next winter and long timelines for new supply will continue to support the industry, even if demand growth weakens due to higher prices. One of the companies that stands to benefit is Venture Global , rated buy at Goldman with a 12-month price target of $18.50, implying 17% upside from Monday's close. "We see a clear and accelerating positive catalyst path, narrowing the cone of uncertainty around medium-term growth plans, and increasingly clear line of sight to funding levers and deleveraging, particularly given the company's leverage to higher global gas prices," Mackay wrote. VG mountain 2026-02-27 Venture Global since start of Iran war Goldman also raised its 2026 through 2028 earnings before interest, taxes, depreciation and amortization (EBITDA) estimates for Venture Global by 62% on average. Goldman also named Cheniere Energy as a beneficiary of a tighter market. The bank has a buy rating and a $312 price target on the stock, suggesting almost a 9% gain from Monday's close. Mackay said Cheniere's balance sheet and capital allocation strategy leaves it well-positioned to make large stock buybacks after it committed $1 billion in the third and fourth quarters of 2025. Lastly, Goldman highlighted Golar LNG , rated buy with a $60 price target. That would equate to a gain of more than 13% from Monday's close. A potential fourth floating LNG vessel commissioned by the company could drive earnings higher, and G...

alvarez Canadian Energy Minister Tim Hodgson said Canada is looking to boost natural gas flows to the U.S. to help meet the power needs of American data centers and increase LNG exports from the Gulf Coast. Hodgson told Bloomberg on Tuesday that he had a “wonderful conversation” with U.S. Energy Secretary Chris Wright and Interior Secretary Doug Burgum about the matter this week at the CERAWeek energy conference. “We talked about how we could help send more gas down to help you export more off the Gulf Coast and to help you with your AI strategy,” Hodgson told Bloomberg. “Obviously a key component of the AI race is building more data centers. That requires more natural gas. We can provide that gas.” Hodgson also said that in order to maintain current output, Ottawa has asked Canadian oil sands producers to delay Q2 maintenance. "Right now we have asked them not to do that so they can keep producing and sending oil both to the United States and also to our allies around the world,” he added. More on Cheniere Energy, Exxon Mobil Exxon Mobil: Iran War Creates Earnings Upside Cheniere Energy: The Biggest Win Is Not Spot Price Arbitrage Exxon Mobil: Avoid Being The Latecomer To The Energy Party (Downgrade) Gas-related stocks rise as supplies tighten; QatarEnergy declares force majeure on LNG contracts SBM Offshore wins FEED contracts from ExxonMobil for Guyana Longtail FPSO project

格隆汇3月25日｜美国两年期国债收益率继续上扬，目前涨12.4个基点，报3.953%。

Justin Sullivan/Getty Images News Sable Offshore ( SOC ) up 7.2% in Tuesday's trading after Bloomberg reported that Chevron ( CVX ) plans to buy 20K bbl/day of the first shipments of crude from Sable's platforms off the coast of Santa Barbara, California. " We're going to run Sable's crude at El Segundo in April," Chevron's ( CVX ) president of downstream, midstream, and chemicals Andy Walz told Bloomberg in an interview, referring to the company's Los Angeles fuel-making plant that can process 269K bbl/day of oil. "We think the Sable opportunity is a good thing for America," Walz said on the sidelines of the CERAWeek energy conference in Houston. "We're taking American crude oil, putting it in American pipelines, running an American refinery and selling those products to American motorists, and it's going to be cheaper than importing." Sable's ( SOC ) project could quickly start pumping 45K-55K bbl/day of crude when it is restarted—a drop in the bucket compared to U.S. petroleum demand that totals ~20M bbl/day, but a significant amount of oil for California. Earlier this month , Energy Secretary Chris Wright acted on an executive order from President Trump to allow Sable ( SOC ) to restart its Santa Ynez pipeline system in California. More on Sable Offshore Sable Offshore: The Surge Offers A Great Exit Point (Downgrade) Sable Offshore: The Tides Have Shifted In Favor Of Production Start (Rating Upgrade) Sable Offshore: Equity Raise Looms As Valuation Remains Stretched Amid Persistent Risks

Palantir Technical Analysis: Is The PLTR Breakout A False One? - Palantir Technologies (NASDAQ:PLTR) Benzinga

Key PointsThe executive chairman of NMI Holdings sold 18,996 common shares of the company for a total transaction value of approximately $704,000 on March 19, 2026.

格隆汇3月25日｜美、布两油短线一度走高0.5美元，WTI原油现报93.46美元/桶，布伦特原油一度突破101美元/桶，日内涨超4%。

Justin Sullivan/Getty Images News Andrew Bosworth, the technology chief at Meta Platforms ( META ), is taking over supervision of the company’s efforts to become AI native, The Wall Street Journal reported Tuesday, citing an internal memo. Bosworth will oversee Meta’s ‘AI For Work’ initiative, which was previously led by Guy Rosen, the memo reportedly said. "As I’ve been digging in, I’ve found we have a lot to be proud of. The early pilots, the willingness to pressure-test new ideas, and the speed at which we’ve enabled teams to embrace AI tools has created real momentum and sets us up for this next phase," Bosworth reportedly said in the memo to employees, which was seen by WSJ. The news on Bosworth comes amid the scaleback of metaverse efforts at the company's Reality Labs unit, which is also helmed by him, following over $80B in losses since 2021. More on Meta Meta Platforms: The AI Spending Spree Is Out Of Control Meta Platforms: 16x Adjusted FY2026 P/E Is A Solid Buy Delays, Compute Deals, And Sky-High CapEx: Why I'm Still Bullish On Meta Wells Fargo warms up to hyperscalers OpenAI adds former top digital ad executive from Meta: report

Meta CTO Bosworth to oversee company's efforts in becoming AI native (META:NASDAQ) Seeking Alpha