Source: Bloomberg, 4:42

北京时间3月25日晚，美股周三早盘涨幅收窄，道指上涨200点。关于美国已向伊朗提交了一份结束冲突的计划的新闻导致原油价格暴跌。但伊朗军方暗示，有关美伊就结束战争进行谈判的说法是美方在自说自话。另据报道美国正在向中东部署陆军第82空降师。 道指涨220.78点，涨幅为0.48%，报46344.84点；纳指涨164.32点，涨幅为0.76%，报21926.21点；标普500指数涨27.83点，涨幅为0.42%，报6584.20点。 目前主要股指均已从早盘高位回落。周三早间，道指一度上涨超过520点。 一家知名财经媒体报道称，美国正在向中东部署陆军第82空降师。据两位知情人士透露，预计未来几天将有约1000名美军士兵部署到中东地区。这一消息传出之际，美国总统唐纳德·特朗普及其政府表示，美国正与伊朗进行谈判以结束冲突。 有报道称美国通过巴基斯坦向伊朗提交了一份15点提案以结束敌对行动，缓解了能源价格担忧，原油价格下跌超过5%，美股因此上涨。 据纽约的知名媒体援引两位不愿透露姓名的官员的话报道称，美国据信已向伊朗提交了一份结束战争的和平计划。该媒体称，这份15点计划是通过巴基斯坦递交的。可以肯定的是，双方立场似乎仍相距甚远，且来自双方的袭击仍在继续。 有关和平计划的报道传出之前，美国总统唐纳德·特朗普周二早些时候表示，美国“目前正在”与伊朗进行谈判。他补充说，德黑兰方面“讲道理”，并暗示其渴望达成和平协议。 但伊朗军方暗示，华盛顿方面在声称与德黑兰进行结束战争的谈判时，可能是在自说自话。 周三，在伊朗国家媒体表示该国不会接受美国的停火努力后，股指期货从高位回落。 与此同时，周三油价大幅下跌。西德克萨斯中质原油期货下跌4%，至每桶88美元左右。国际布伦特原油期货也下跌4%，至每桶99美元左右。随着油价下跌以及和平前景的出现，美国国债收益率也大幅下挫。 派珀桑德勒首席投资策略师Michael Kantrowitz周二表示：“我们继续认为这只是一个由油价驱动的单一变量市场。石油和利率正在推动股市。就目前而言，我认为市场定价与当前状况相符，我们将随着形势的变化而继续波动和反应。” 他补充道：“我对经济不太担心。我认为美国经济当然能够承受90美元、100美元的油价。我稍微担心的是利率以及对持续通胀将拖累股票估值的担忧。” 这场战争导致本周股市剧烈波动。周二，市场回吐了周一的部分涨幅。周...

Treasuries gained as investors focused on the US’s diplomatic push to end the war with Iran and a related drop in oil prices, despite reports from the country’s semi-official news agency that there wouldn’t yet be a ceasefire. Yields remained lower by one to three basis points across maturities on Wednesday, tracking oil’s intraday moves, after the US compiled a 15-point peace proposal in a bid for diplomacy. Yields and oil princes had rebounded from session lows after Iran’s Fars said an agreement to stop the conflict isn’t viable under current conditions. “Rates moved lower overnight and early in the session on hopes of a ceasefire,” said Molly Brooks , rates strategist at TD Securities. “However, looking at futures markets, we are still pricing in odds of Fed hikes this year — so it seems we are holding off and waiting on an agreement before pricing out hikes.” Since the US attacked Iran Feb. 28, yields have been guided by oil prices, which surged as Middle East supply was curtailed and have jacked up gasoline prices that factor into US inflation gauges. The prospect of higher inflation readings wiped out expectations for Federal Reserve interest-rate cuts this year and began to build the case for a rate increase. Occasional daily declines in oil prices this month, such as Wednesday’s, have benefited Treasuries. The rejection of a ceasefire roughly coincided with a couple of large 5- and 10-year note block trades that appeared to be sales and added momentum to the move in yields away from the lows of the day. Still, the overall mood in markets remained positive. European government bonds rallied on hopes for a deescalation, with yields on two-year German notes falling as much as 10 basis points to 2.57%, while those on UK peers slumped as much as 11 basis points to 4.36%. In the US, two-year yields had declined as much as four basis points to 3.85% earlier in the session. Investors were looking ahead to a $70 billion of five-year notes at 1 p.m. New York time, af...

(RTTNews) - Swisscom (SCMN.SW) said Fastweb + Vodafone has given notice of termination of the Master Service Agreement with Infrastrutture Wireless Italiane, or INWIT. The decision to terminate the MSA stems from INWIT's tower costs being above market level. Fastweb + Vodafone co

Pavel Kot/iStock via Getty Images By James Picerno The US budget deficit was already on shaky ground before the Iran war, and reports that the Pentagon will seek an additional $200 billion in military funding only complicate the outlook for fiscal risk. Defense Secretary Pete Hegseth has also suggested the request could rise depending on operational needs. Whatever the extra costs associated with the ongoing conflict, higher spending arrives at a difficult time for the US budget outlook. In February, the Congressional Budget Office (CBO) revised its forecast for government finances and projected that the already hefty deficit will deepen this year to $1.853 trillion. Over the course of the decade ahead, the non-partisan CBO estimates that the deficit-to-GDP ratio will increase to 6.7% from the current 5.7%. If correct, the rise would mark the highest ratio since the pandemic. The prospect of bigger deficits may be worrisome for several reasons, starting with the fact that the current level of debt is unusual for an economy that’s not in recession. Atypical or not, the fiscal burden poses a potential threat to financial markets by raising inflation and interest rates. TMC Research routinely analyzes the data in this corner, but fiscal risk modeling remains inherently imprecise for estimating the true level of vulnerability and gauging debt markets’ tolerance for government indebtedness. But this much is clear: if the current level of outstanding government obligations increases from current levels - especially in relation to the size of the economy - the implied risk also increases. “Higher debt adds to the risk of inflationary pressure in both the short- and the long-run, through aggregate demand, inflation expectations, crowding-out of private investment, and worries about fiscal dominance,” advises The Budget Lab at Yale. Fiscal Risk Index US fiscal pressure has increased lately, according to TMC Research’s Fiscal Risk Index (FRI). The current reading rose to 0.4,...

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Meta Platforms has unveiled ambitious executive pay incentives, targeting a $9 trillion market capitalization by 2031 as it looks to get ahead in the intensifying AI talent race. Under the stock options program, which includes six leaders but not CEO Mark Zuckerberg, the full value of the options would only be realized if Meta stock jumps more than 500% to $3,727, according to filings late Tuesday. Meta stock rose 1.2% early Wednesday.

Trapped: The Private Credit Exit Door Has Been Locked And Sealed Shut Submitted by QTR's Fringe Finance While headlines are fixated on the Iran war and today’s “feel good” market rally, it is worth noting that beneath the surface, hours ago credit markets just got worse. The latest example comes from Apollo, which has been forced to put the brakes on investor withdrawals from one of its largest retail focused funds, according to Bloomberg . Its $25 billion Apollo Debt Solutions vehicle is the latest private credit flaming bag of shit that has hit redemption limits after investors tried to pull more than double what the structure allows. In other words, investors want out and are being treated like the old ladies on line at the South Philly Acme trying to buy liverwurst and chicken salad at the deli counter. That is, to say, they’re being told to take a number. As I’ve been documenting, BlackRock recently hit similar limits in its own fund, and Morgan Stanley has been dealing with pro rated withdrawals at roughly the same levels. The difference now is scale and urgency. Apollo investors tried to redeem over 11% of the fund in one window. That’s a quintessential “race for the exits”. And it was an Apollo executive himself who said just days ago that “all” marks in private credit are “wrong”. Oh, the irony. The size with these funds is not trivial. These are not obscure niche strategies. These are $25 to $30 billion vehicles seeing real redemption pressure. That is large enough to matter, even if people would prefer to pretend otherwise. Combined, we’re already talking about stress on nearly $100 billion in assets. It is worth remembering what these funds actually own. They are not sitting on piles of cash waiting to hand it back. They hold loans that are illiquid, often priced off internal models, and extended to companies that depend on continued access to financing. Those loans have counterparties. Those counterparties have their own problems. That is how stress spr...

Some airports advise travelers to arrive four hours before their scheduled flights as TSA staff, who have been working without pay for over a month, are not reporting for duty Sign up for the Breaking News US email Politicians on both sides of the aisle have attempted to seize on the airport chaos, with each party pointing the finger at the other. This morning Republican senators Tom Cotton and Bernie Moreno took to X to blame Democrats for the partial homeland security shutdown over the party’s stance on issues pertaining to ICE. Continue reading...

Justin Sullivan/Getty Images News Meta Platforms ( META ) plans to cut "a few hundred" jobs across the company, according to a report by The Information on Wednesday, citing two sources. The cuts will affect staffers in Reality Labs, the division that has lost over $80B since 2021, the report said. Jobs will also be impacted in its social media unit, recruiting operations, and sales teams, the report said. "Teams across Meta regularly restructure or implement changes to ensure they’re in the best position to achieve their goals. Where possible, we are finding other opportunities for employees whose positions may be impacted," a Meta spokesperson told the news outlet. The news comes as the company aggressively pushes to offset heavy bets made on AI infrastructure and talent while racing to keep up with technological advancements against rivals Google ( GOOG ) ( GOOGL ), Amazon ( AMZN ), and Microsoft ( MSFT ). 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 Jensen Huang, Mark Zuckerberg among Trump's tech council Meta launches small business initiative to boost entrepreneurship, AI adoption

长期护理保险制度是为失能人员的基本生活照料和与之密切相关的医疗护理提供服务或资金保障的社会保险制度，是我国社会保障体系的重要组成部分，是实施积极应对人口老龄化国家战略的重要内容。为加快建立长期护理保险制度，推动解决失能人员长期护理基本保障需求，经党中央、国务院同意，现提出如下意见。(新华社）

据三名现任美国官员及一名前美国官员透露，自伊朗战争爆发以来，美国军方官员每日都会为唐纳德·特朗普总统汇编一段视频更新，展示过去48小时内针对伊朗目标规模最大、战果最显著的打击画面。 官员们称，这段每日视频集锦时长通常约两分钟，有时会更长。有官员将每日视频形容为一连串“爆炸场面”的片段合集。 这段由美国中央司令部提供的轰炸伊朗军事装备与设施的精彩集锦，并非特朗普获取战争信息的唯一渠道。官员们表示，他还通过与军方及情报高层顾问、外国领导人的会谈以及新闻报道了解最新战况。 但两名现任官员及这名前官员指出，这份视频简报引发了特朗普部分盟友的担忧：他们担心，对于这场已进入第四周的战争，特朗普可能并未接收或全面掌握完整战况。 他们表示，这些视频还加剧了特朗普对战争新闻报道的不满。一名现任美国官员及前美国官员称，特朗普曾私下以每日视频中展示的战果质疑，为何其政府无法更好地引导公众舆论，并询问助手为何新闻媒体不重点报道他所看到的内容。 白宫新闻秘书卡罗琳·莱维特否认了“特朗普未接收战争各方面进展（包括胜利与挫折）信息”的说法。 “这一说法完全错误，出自从未亲临现场的人之口，”莱维特在一份声明中表示，“任何与特朗普有过当面交流的人都清楚，他会主动征求在场所有人的意见，并要求所有高级顾问毫无保留地坦诚直言。” 美国国防部首席发言人肖恩·帕内尔在声明中称：“‘史诗怒火’取得了压倒性成功，我方部队以无与伦比的精度执行任务，达成了最初设定的所有目标。战争部长皮特·赫格塞斯就‘史诗狂怒行动’的方方面面与特朗普总统保持持续沟通。我们为作战人员的卓越表现感到自豪，并对总司令的决策充满绝对信心。” 一名美国官员表示，尽管敏感军事行动的讨论仅限小范围人员参与，但特朗普仍广泛征求意见，鼓励所有参与者坦率表态。该官员补充道，特朗普经常与各类外部顾问通电话，听取他们的感受以及对民意的看法。 美国全国广播公司新闻本月民调显示，美国民众对这场战争的看法因党派立场严重分裂，且多数选民反对特朗普对战争的处理方式。 但在特朗普的“让美国再次伟大”运动内部，对其支持率极高：自称为“让美国再次伟大”支持者的受访者对特朗普的支持率达100%，其中90%支持他在伊朗采取的军事行动。 战时，总统如何获取信息（尤其是负面进展）、助手向其通报哪些细节，是尤为关键的问题。历史上，任何一任总统的助手都需在全面通报事件与强调核心目标战果...

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Buy, Sell, or Hold? Jim Cramer’s Latest 5 Stock Calls Insider Monkey

格隆汇3月25日｜据伊朗新闻电视台，伊朗表示，伊朗的防御行动将持续至其条件得到满足。

AI stocks haven’t entered into a tailspin as the bears would have liked, but they are slowing down. Broadcom (NASDAQ:AVGO) is one of the biggest names out there. This company is a competitor to Nvidia (NASDAQ:NVDA) due to its custom chips, and it also has a software arm called VMware, which is critical for enterprises ... Broadcom’s AI Revenue Just Doubled. The Stock Barely Moved

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Broadcom’s AI Revenue Just Doubled. The Stock Barely Moved 247wallst.com

Tech stocks today: Meta plans layoffs, OpenAI shuts down Sora video platform Yahoo Finance

Latest allegation against Taylor Frankie Paul comes days after ABC pulled her upcoming season of the Bachelorette Sign up for the Breaking News US email to get newsletter alerts in your inbox Authorities in Utah are reportedly investigating allegations of a third domestic violence incident involving The Secret Lives of Mormon Wives reality stars Taylor Frankie Paul and Dakota Mortensen. A spokesperson for the West Jordan police department told NBC News that Mortensen contacted the department last month with allegations of domestic violence against Paul stemming from a 2024 incident. Mortensen told them that he was directed to their department by Draper police due to the jurisdiction of the 2024 incident. Continue reading...

primeimages/iStock via Getty Images Commentary as of 12/31/25 The fund posted returns of 6.57% (Institutional shares)( MABAX ) and 6.51% (Investor A shares, without sales charge)( MDBAX ) for the fourth quarter of 2025. The largest contributor to relative performance was stock selection in the financials, information technology (IT), and consumer staples sectors. The largest detractors were investment decisions in the health care, communication services, and utilities sectors. The largest exposures were in the financials, industrials, and health care sectors. During the quarter, the fund increased its allocations to the industrials and real estate sectors, and reduced its exposures to the consumer discretionary and communication services sectors. Contributors Stock selection in the financials sector was the largest contributor to relative performance, specifically in the banks industry. Stock selection in the IT sector, especially security selection in the technology hardware, storage & peripherals industry, was additive. Security selection in the consumer staples sector, notably in the consumer staples distribution & retail industry, also had a positive impact. Detractors The largest detractor was stock selection in the health care sector, particularly in the health care equipment & supplies industry. Allocation decisions in the communication services sector, especially in the interactive media & services industry, weighed on relative performance, as did stock selection in the utilities sector, notably in the multi-utilities industry. Further insight After a standout year for U.S. equities in 2025, we enter 2026 constructive but more cautious. Exuberance driven by artificial intelligence (AI) and narrow leadership raises questions about durability, and we think investor enthusiasm may be overlooking attractive opportunities beyond AI. At the same time, we see upside risks to inflation from sticky services, tight labor markets, potential energy and commodity volatil...

bernie_photo/iStock via Getty Images Retail investors are increasingly gun-shy on the current market, according to data from Citi. Retail trading activity as a percentage of total stock volume has dropped to 8.1%, nearly half the recent peak of 15% in November and the lowest level since Q3 2024. The Kobeissi Letter noted that the 2021 meme-stock mania peak was 11.5%. “Retail market participation is now in line with levels seen during the 2020 pandemic and the 2022 bear market,” the Kobeissi Letter added. “Retail is rushing to the sidelines.” Citi Tax refund boost? Scott Rubner, strategist at Citadel Securities, said the market is “in the heart of tax refund season,” with 53% of annual refunds issued by April 1 and roughly 75% by the end of the month. Historically, that has coincided with a pickup in retail activity. Even with volumes declining, retail investors have been steady net buyers of U.S. equities since late November, Rubner noted. (See below chart of Tax Refund Seasonality – Distribution of Individual Income Tax Refunds Daily Since 1995) Citadel Securities More on the markets There Is No De-Escalation A Real-Time Indicator On The Warning Track The Current Market Rotation - One Of The Biggest Disruptions In Generations AI boom and an economic bust: Citrini Scenario gains momentum in prediction markets AI now dominates equities, bonds, and venture capital flows, Apollo warns

Palantir Technologies stock faces sharp decline amid AI sector volatility and high valuations AD HOC NEWS

The fear gauge pulled back on Wednesday. The CBOE Volatility Index, better known as the VIX, is trading near 25.6 this morning, a drop of roughly 5% from Tuesday’s close of 26.95, as geopolitical optimism and a sharp pullback in oil prices sent investors back into equities. The major indices are all pushing higher, with ... The VIX Crashes Out, For Now, on Hope For Peace and Cheaper Oil

Meta Ordered To Pay $375 Million In New Mexico Child Safety Case Net Influencer

Source: Bloomberg, 39:57

Howdy Earthlings, it’s Loren Grush in Austin. NASA sure had one heck of a news day on Tuesday, revealing plans to build a base on the moon. Buried in all of the updates, the agency also had some sobering analysis about the future of space stations. But first … Three things you need to know today: Swiss startup Pave raises $40 million amid European space push. Prominent researcher exits NASA, citing US attacks on science. Iran’s space program faces damage from US and Israeli airstrikes. Outlook is grim for space stations NASA has said the quiet part out loud. At a conference in Washington, where space officials gathered to lay out plans to build a new moon base and create nuclear-powered spacecraft to send to Mars, NASA officials admitted a harsh truth they’ve learned from operating the International Space Station: There really isn’t a commercial marketplace for space stations in low-Earth orbit. “After more than 25 years of crewed operations, we have seen some amazing discoveries on the station, but we haven’t yet seen breakthrough products, capabilities or services that generate significant demand,” Dana Weigel , the program manager of the International Space Station at NASA, said during the meeting. Space tourism hasn’t grown as a market either, Weigel also said, and other governments haven’t stepped up to pay for long-term use of the space station with their own astronauts. It was a harsh truth that NASA revealed ahead of dropping the unfortunate news that the agency does not have much money to fund a commercial replacement to the ISS, which is set to retire at the end of the decade. For years now, NASA has been working with various commercial companies in order to build private space stations that could replace the ISS. The plan had been to partially fund the development of up to two commercial stations, so that NASA could have options and multiple destinations for astronauts to visit in Earth orbit. But agency officials say they only have about $250 million a y...

運輸及物流局局長陳美寶稱，非常關注油價上漲，本周內將約見本地航空公司及貨運業界代表，構建平台，便利雙方就燃油附加費進行溝通。 陳美寶周二主持香港物流發展局首次全體會議，聽取各成員意見。有成員反映中東局勢、油價上漲等不穩定因素。 她稱早前已約見本地航空公司，表達對燃油附加費加幅的關注，並要求航空公司與業界加強溝通，及提高價格透明度。局方會繼續與物流業界合作，並透過多層面的策略，協助業界應對挑戰。

Microsoft (MSFT) 2026 Analysis: From Copilots to Autonomous Agents FinancialContent