Dianne C. Whitfield, Chief Human Resources Officer at Tarsus Pharmaceuticals (NASDAQ:TARS) , reported the direct sale of 12,274 shares of common stock in multiple open-market transactions between March 17 and March 19, 2026, as disclosed in the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($68.36); post-transaction value based on trade-date close price as per SEC Form 4 filing. * 1-year performance is calculated using March 19th, 2026 as the reference date. Continue reading

The chancellor was meant to set out her contingency plans but it was an announcement without any announcements in it You have to feel a bit sorry for the chancellor. Roughly four weeks ago, Rachel Reeves had come to the Commons to deliver her spring statement. A moderately upbeat picture of the nation’s finances that didn’t necessarily coincide with people’s lived experience. Still, it more or less did the trick. Bought her another six months until the autumn budget. Or so she thought. Now, thanks to the orange manchild sociopath in the White House, her forecasts are in tatters. And Reeves can’t even begin to assess the damage because there is no end to the war in sight. In the best-case scenario, the economy might just be in intensive care. The worst doesn’t bear thinking about. A full-scale financial meltdown. There again, we don’t even know what the world will look like in the next few weeks, let alone the next six months. Continue reading...

一位知名经济学家表示，美国对伊朗的战争可能对通胀和利率产生严重影响。 纽约大学教授努里埃尔・鲁比尼在雅虎财经《开盘前瞻》节目中称：“通胀分为三种类型。第一种是物价水平短暂上涨后回落；第二种是物价水平永久性上涨，但通胀预期并未固化；第三种则是通胀率与通胀预期同步上升。” “在前两种情况下，最优对策是观望并按兵不动，既不降息也不加息。但如果通胀预期开始固化，美联储或任何一国央行都将被迫上调政策利率，否则通胀预期会永久性抬升。因此我们目前尚不确定是否会陷入第三种情景，这取决于战争持续多久，以及油价将在多长时间内远高于每桶 100 美元。” 因提前预警 2008 年房地产市场崩盘而获称 “末日博士” 的鲁比尼，是全球最具影响力的经济学家之一。他的职业生涯横跨政策高层与学术界，曾任职于白宫经济顾问委员会、美国财政部以及国际货币基金组织（IMF）。 谈及经济前景，鲁比尼补充道：“我认为，如果油价在 4 月底前持续高于 100 美元，对通胀的冲击会更大，对经济增长的拖累也会更明显，但尚不足以使经济陷入衰退。” 尽管油价飙升引发外界对美国今年经济产出潜力的质疑，股市整体表现依然稳健。 但 “史诗狂怒行动” 带来的经济裂痕已开始显现。 密歇根大学 3 月消费者信心指数初值降至 55.5，创下 2026 年以来最低水平。对伊朗发动打击前的调查显示消费者乐观情绪持续上升，但军事行动后 9 天内收集的数据 “完全抹去” 了此前的涨幅。 全美个人财务预期下降 7.5%，这一下滑覆盖所有收入阶层与政治派别。 与此同时，3 月制造业 PMI 初值显示经济活动大幅放缓。 前特朗普政府内部人士加里・科恩在另一期《开盘前瞻》节目中表示：“（汽油价格上涨）短期内绝对会带来衰退压力。” 责任编辑：郭明煜

The S&P 500 Index ($SPX ) (SPY ) today is down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.13%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.50%. June E-mini S&P futures (ESM26 ) are down -0.174%, and June E-mini Nasdaq futures...

Max Zolotukhin/iStock via Getty Images Strong macros, soft returns India’s macroeconomic credentials remain strong, with the country continuing to post one of the highest growth rates among major economies - above 7% for three consecutive years 1 - despite persistent global headwinds. Growth has been upheld by resilient domestic demand, public investment, and policy initiatives. However, these favourable macro fundamentals have not translated into financial market performance. The INR has weakened, capital inflows have been subdued, and asset returns have been relatively muted. Gains in Indian equities have moderated amid elevated valuations, while monetary easing 2 has compressed yields on debt instruments, making them less attractive for new investors. Against this backdrop, gold stands out as a notable outperformer (Chart 1). Chart 1: Gold in the lead Returns of key assets in 2025 and y-t-d in INR* *As of 6 March 2026, in INR. Indices used: MCX Gold Spot Index, CRISIL Corporate Bond Index, Nifty TRI Total Return Index, ICE BoFA Govt Bond Index, India Govt 3M T-bill Index. Sources: Bloomberg, ICE Benchmark Administration, World Gold Council While the broad-based strength of economic activity suggests growth momentum is likely to persist, risks to the outlook stem largely from external uncertainties – spillover from geopolitical tensions, volatility in the global financial markets, and uncertain global economic prospects, all of which have intensified since the beginning of 2026. The implications of the ongoing West Asian conflict are particularly significant for India, 3 from energy supplies to trade and capital flows. Prolonged disruption could exert pressure on inflation, the INR, and sectoral performance. Gold has emerged as one of the strongest performing assets in recent years, outperforming equities, bonds, and currencies as investors have sought protection against geopolitical tensions, policy uncertainty, and inflation risks. Price momentum has further rei...

Key PointsThese three stocks all offer must-have products, regardless of macroeconomic conditions.

Protesters Rally Outside OpenAI, Anthropic, And xAI Offices Over Industry Concerns Authored by Jason Nelson via decrypt.co , In brief 200 protesters marched from Anthropic to OpenAI and xAI offices in San Francisco. Activists called on AI companies to pause development of new frontier AI models. Organizer Michael Trazzi previously staged a multi-week hunger strike outside Google DeepMind. Protesters took to the streets of San Francisco on Saturday, stopping outside the offices of Anthropic, OpenAI, and xAI to call for a conditional pause in the development of increasingly powerful artificial intelligence. According to Stop the AI Race founder and documentarian Michael Trazzi , roughly 200 protesters participated in the demonstration. Participants included researchers, academics, and members of advocacy groups such as the Machine Intelligence Research Institute, PauseAI, QuitGPT, StopAI, and Evitable. “There are a lot of people who care about this risk from advanced AI systems,” Trazzi told Decrypt. “Having everyone marching together shows people are not isolated in thinking about this by themselves. There are a lot of people who care about this. ” The march began at noon outside Anthropic’s offices, then moved to OpenAI and then to xAI. At each stop, activists and speakers from the participating organizations addressed protesters. According to Trazzi, the protest aimed to push AI companies to agree to a coordinated pause in building more powerful AI models and create treaties with AI developers in other countries to do the same. “If China and the U.S. agreed to stop building more dangerous models, they could focus on making the systems better for us, like medical AI,” he said. “Everyone would be better off.” Stop the AI Race’s proposal calls for companies to stop building new frontier models and shift work toward safety, if other major labs "credibly do the same," which Trazzi said makes protesting in front of AI labs’ offices more important. Steady opposition The p...

imaginima/iStock via Getty Images Rocket Lab ( RKLB ) stock has lost around 2% since my last report. That is not a noteworthy price development. The company, however, did announce a $1 billion capital raise , which is an interesting development to analyze. In this report, I discuss the capital raise and the forward nature of the capital raise. Capital Raise Is Not A Major Surprise Rocket Lab cash burn and capital raises. (The Aerospace Forum) Rocket Lab’s capital increase is not a major surprise. The table above shows Rocket Lab’s main use of cash compiled using data from Seeking Alpha . The company raised $1.27 billion in capital last year from the issuance of shares. After share repurchases, this would come in at around $1.16 billion in net capital raised from shareholders. Since 2020, the company has raised $2.1 billion from shareholders. At the same time, the company had an operating cash burn of $519.4 million with CapEx of $371.3 million bringing the free cash flow burn to $890.7 million plus an additional $295.8 million used in cash acquisitions. This brings the total cash burn to $1.2 billion with around $2.1 billion raised from shareholders. The expectation is that Rocket Lab will turn cash positive from operating cash flow perspective this year, but CapEx will still exceed operating cash flow. So, this is expected to be another year of cash burns. The company ended the year with over $1 billion in cash, so it is well capitalized. However, at the same time we note that the company has undergone several strategic pivots over the years. The first one is that the company transformed from a launch provider to an end-to-end vertically integrated company. It did so by acquiring other companies. The company’s Space System segment reported $402.8 million in revenues in 2025 marking a 30% increase. Part of that growth is inorganic. Unfortunately, Rocket Lab does not disclose its inorganic growth, but I do believe that inorganic growth is a major part of the growth s...

格隆汇3月25日｜据英国金融时报：大众汽车将与以色列“铁穹”制造商达成协议，从汽车业务转向导弹防御业务。

格隆汇3月25日｜美国两年期国债收益率在拍卖后走高，现报3.913%。

Eoneren Abivax ( ABVX ) shares fell on Tuesday following the company’s 2025 financials, as its CEO suggested that the biotech is not rushing to pursue deals ahead of a key late-stage trial readout for its lead asset, obefazimod. Shares of the French biotech have rallied more than 1,400% over the past 12 months amid takeover speculation linked to leading drugmakers such as Eli Lilly ( LLY ) and AstraZeneca ( AZN ). “It’s more logical again, for outside of the U.S. to wait post maintenance,” CEO Marc de Garidel told CNBC on Tuesday in response to a question on deal-making hopes as topline data from a pivotal Phase 3 trial for obefazimod in ulcerative colitis is expected in late Q2 2026. “Because, as you know, the terms are going to be better… since we’re confident that this study is going to read positively,” de Garidel added. “Why hurry," when there are three more months for the readout, he added. De Garidel said that it is “really likely” that the company will raise capital through a combination of equity and debt after the readout. “We are currently assessing how much money we need to raise in, let’s say, late June… to take us to profitability,” he said, noting that at least several million in funds will likely be raised. The CEO also announced plans for a market rollout of obefazimod, subject to positive data from the study. “After the maintenance readout, outside of the U.S., we will look for a partner, or partners, depending upon who is interested and the profile of those companies, to try to launch outside of the U.S.," de Garidel said. With its financials, the company announced the appointment of Michael Nesrallah, a former U.S. head for Takeda’s ( TAK ) inflammatory bowel disease business, as its chief commercial officer. The company also said that Keith Fournier, a former vice president of global regulatory affairs at the EMD Serono unit of Merck KGaA ( MKGAF ), will be its senior vice president of global regulatory affairs. Abivax ( ABVX ) added that Didier...

Delta Air Lines said ⁠on Tuesday it would ⁠suspend special services for ⁠members of Congress, citing the impact of a partial government shutdown that has disrupted US air travel. “Due to the impact on resources from the long-standing government shutdown, Delta will temporarily suspend ‌speciality services to members of Congress flying Delta. “Next to safety, Delta’s no. 1 priority is taking care of our people and customers, which has become increasingly difficult in the current environment,” the...

EyeEm Mobile GmbH/iStock via Getty Images The 30-year rate ( US30Y ) is again knocking on the door of 5%, and the 10-year rate ( US10Y ) is nearing a level that could trigger a long-term breakout to 4.6%. While much needs to be accomplished for both to break out of their multi-year trading ranges, the surge in oil is possibly the best chance for these breakouts to happen. Oil As The Driver Every attempt by the 10-year and 30-year Treasury rates to break out has failed, despite plenty of opportunities. At the same time, there have also been opportunities for both to break lower in recent months, yet neither has occurred. It was almost as if the markets had been waiting this whole time to find a strong reason to determine what the next major move might be. Given the geopolitical tensions in the Middle East, oil has finally broken out, and it is taking the 10- and 30-year Treasury rates along for the ride. Looking back, we can see that long-end rates and oil prices have been closely tied. Mostly, with oil prices leading the way. Oil prices (CL1:COM, CO1:COM) peaked in 2022 and traded lower until the start of 2026. This left long-end rates in a long-term period of sideways consolidation. The fact that oil prices were falling helped act as a disinflationary force, which more or less brought headline inflation lower. TradingView However, now that oil prices have surged dramatically, the disinflation impulse seen over the past four years is gone, and, depending on how long the war rages, disinflation could turn into inflation. Resulting in long-end rising. Technicals Show Upside Potential The 10-year rate still has plenty of work to do, but there is a giant downward-sloping trendline in the chart currently that would suggest that if the 10-year reaches and, more importantly, breaks above it, that 10-year rates could be heading back to their cycle highs in October 2023 at 5%. But for that to happen, the 10-year first needs to break above that downtrend at 4.5% to 4.6%. The ...

Damo Academy launches XuanTie C950 for cloud inference as T-Head accelerators enter mass production and listing plans progress.

Oil prices have been excruciatingly volatile since the start of the year. They soared as tensions with Iran grew. Brent oil, the global benchmark, peaked near $120 a barrel after Iran struck energy infrastructure in the Persian Gulf. However, Brent has more recently fallen back toward the $100-a-barrel level on news of productive conversations between the U.S. and Iran. Crude could continue to fall if those talks lead to a ceasefire or soar if tensions reignite. All this volatility makes it challenging to invest in oil stocks . Here are two oil stocks that can weather the current market turbulence. Image source: Getty Images. Continue reading

Advanced Micro Devices rides 39% Data Center surge to $5.38 billion as EPYC CPUs and Instinct GPUs drive cloud growth, but NVIDIA and Broadcom competition intensifies.

AMD Rides on Accelerating Data Center Growth: A Sign of More Upside? TradingView

欧盟委员会日程显示，曾对大型科技公司将其主导地位延伸至人工智能领域表示担忧的欧盟反垄断负责人特雷莎・里韦拉，将于周二会见字母表公司、元平台公司以及 OpenAI 的首席执行官。 这是她首次在旧金山与桑达尔・皮查伊、马克・扎克伯格和萨姆・奥尔特曼举行会谈，此次会面是里韦拉为期一周美国之行的一部分，她还定于周五在美国律师协会的一场会议上发表演讲。 她还将于周三会见 亚马逊 首席执行官安迪・贾西。 里韦拉已对 谷歌 和 Meta 的商业行为展开多项调查，本月她表示正在审查整个 AI 技术体系，包括 AI 聊天机器人、用于训练模型的数据以及云计算基础设施。 作为欧盟竞争执法机构的欧盟委员会表示，随着占据主导地位的企业在自有平台上优先推广自身 AI 服务以排挤竞争对手，相关风险正在显现。 包括 OpenAI、英伟达、Meta 和谷歌在内的科技巨头，已在人工智能基础设施领域投入数十亿美元，以满足迅猛增长的市场需求。 责任编辑：郭明煜

Arm Holdings announced a new artificial intelligence data center chip on Tuesday which it said will add billions of dollars of revenue and ‌represent a significant shift in the company's strategy. So-called agentic AI has jumpstarted demand for the central processing units (CPUs) produced by the likes of Intel and Advanced Micro Devices. For years, Arm, majority-owned by Japan's SoftBank Group, has relied only on intellectual property for revenue, licensing its designs to companies such ‌as Qualcomm and Nvidia and then ⁠collecting a royalty payment based on the number of units sold.

格隆汇3月25日｜市场消息：Arm(ARM.O)首次出售自家芯片，以争夺AI收入。

Images By Tang Ming Tung/DigitalVision via Getty Images As investors continue to consume a barrage of negative macro news ranging from the rising conflict in Iran to AI disruption, it's becoming more and more difficult to find "safe" corners of the stock market to invest in. I continue to advocate for a targeted, active portfolio management approach: investors will benefit from paying attention to the sharp recent market moves and reacting quickly. Via Transportation ( VIA ), a transit planning software company that went public last September at a whopping $46 per share, has been a tremendously hard-hit stock, especially after it passed its recent lockup expiration. Since the start of January alone, Via is down nearly 50%. The question for investors now is, with the stock so severely diminished relative to IPO levels, is Via now a b uy? Data by YCharts I last wrote a "Sell" opinion on Via in early January, when the stock was still trading at $26 per share. Since then, Via has been cut nearly in half. To me, any dip that size is worth taking a second look at using a fresh pair of eyes. In actuality, despite this year's sharp fall, Via has posted relatively strong Q4 results and issued a healthy guidance for FY26. That said, issues remain with this company, prompting me to upgrade Via to merely a "N eutral" rating. At current share prices, I see more of a balanced bull and bear case for this company. On the bright side for Via: Via has been aggressively adding new customers. The company closed out Q4 with a record quarter for net-new adds as more municipal districts purchased its platform, and a greater portion of these customers are also higher-spending customers with >$1 million in ARR. Large global market opportunity. The company is mainly only present in major American cities, but it believes it has a potential customer base of 63,000 municipalities in North America and Europe with a combined $82 billion serviceable addressable market. At the same time, however, w...

格隆汇3月25日｜Arm(ARM.O)推出面向数据中心的人工智能计算芯片。

The companies are solidifying their positions as leaders in the AI infrastructure market, even as Big Tech companies build their own data centers.

一笔涉及 47.5 亿美元数据中心冷却交易的企业表示，即便人工智能基础设施建设速度放缓，其服务需求仍将持续增长。 艺康集团 全球水解决方案总经理乔希・马格努森表示，该公司预计其数据中心业务收入在 “可预见的未来” 将保持每年至少 20% 的增速。他称，这是因为算力需求持续攀升，且老旧数据中心需要改造升级，以适配新一代芯片的需求。艺康集团上周已同意从 KKR 集团管理的基金手中收购酷冷系统公司。 人工智能热潮推动了大规模基础设施投资，部分科技公司估值升至数万亿美元。尽管相关技术不断进步并获得企业与消费者认可，但其投资回报率仍未明确。 “无论是否存在 AI 泡沫，我认为都无关紧要，” 马格努森在彭博芝加哥办公室接受采访时表示，“不管是 AI 泡沫破裂，还是众多小泡沫破灭，整体需求曲线都将继续向上。” 艺康集团市值达 740 亿美元，为多行业客户提供用水优化服务，数据中心业务是其增长最快的板块。此次收购酷冷系统是该公司十余年来规模最大的交易，收购价格是 KKR 三年前收购成本的 17 倍以上，这一溢价凸显出数据中心冷却系统需求的激增。 总部位于明尼苏达州圣保罗市的艺康，正致力于成为全球液冷技术领军企业。液冷技术能效更高，正逐步取代风冷系统成为数据中心主流方案。目前仅 5% 的数据中心采用液冷技术，但马格努森预计未来十年这一比例将大幅提升，因为新一代芯片功耗更高，传统风冷方式无法满足散热需求。 艺康认为，通过将自身水处理服务与酷冷系统的冷却分配单元、冷板、直触芯片冷却等技术相结合，有望在数据中心相关支出中占据更大市场份额。除新建项目外，现有数据中心改造、加密货币矿场及旧钢铁厂等场地改造为数据中心的项目，也将持续带来冷却需求。 此次收购只是近期数据中心基础设施、尤其是液冷领域一系列交易中的最新一例。另一家专注液冷技术的企业安维电气上周表示，计划推进 “更大规模的附加收购”，以进一步加速业务增长。 责任编辑：郭明煜

格隆汇3月25日｜法国总统马克龙：会见了阿曼苏丹，讨论了在霍尔木兹海峡恢复航行自由和安全的必要性，认为需协调行动并在条件允许时进行。

格隆汇3月25日｜委内瑞拉反对派领导人马查多：委内瑞拉需要1500亿美元的能源投资。

格隆汇3月25日｜乌克兰空军：自周一晚间以来，俄罗斯已对乌克兰发动了近1000架次无人机袭击。

New Broadcom and Carahsoft Agreement With DISA Delivers Uniform Pricing and Cost Transparency for DoW Agencies broadcom.com

It’s not the phone I was hoping I’d pick, but at least it’s green! | Photo by Amelia Holowaty Krales / The Verge It takes a week to switch phones. First, there's the technical process of moving eSIMs across devices, which takes either a few minutes (if you're switching from one Android phone to another) or two days, a half-dozen calls to Verizon, a verification text message sent to your mom, and approximately 11,000 restarts of your phone (if you're switching from iPhone to Android). Then comes a few hours of app downloading, settings tweaking, and personalization, because every phone has a bunch of unique ideas about everything. You can be up and running on a new phone in an afternoon, but by the time you've downloaded all your Kindle books, synced … Read the full story at The Verge.

Apple Music teamed up with Ticketmaster to power its Concert Discovery feature, which recommends live music events based on users' listening habits.