格隆汇4月15日｜据央视，一名以色列官员表示，目前以色列没有收到与黎巴嫩停火有关的决定或请求。

财联社4月15日讯（记者 方彦博） 短短两周内，国内轮胎行业再度迎来一轮覆盖全品类的涨价潮。 财联社记者今日从产业链处获悉，包括 中策橡胶 （603049.SH）、 赛轮轮胎 （601058.SH）在内的多家轮胎企业今日同步发布调价通知，为应对原材料成本压力，将对旗下多类型产品进行提价，涨价幅度普遍在3%-5%。 其中，中策橡胶在4月1日的涨价函基础上，对部分型号全钢轮胎价格上调1%-3%，丁基内胎及垫带上调2%-5%，自4月16日起执行补充调价；赛轮集团自5月1日起TBR产品上调3%-5%；万力轮胎则计划自5月10日起对TBR内销全品牌价格上调3%-4%。 有相关业内人士对记者表示：“眼下丁二烯价格飙升，合成橡胶价格持续高位，多重因素叠加下，轮胎企业在中间承受着巨大的成本压力。”且在他看来，此轮胎企的提价，依旧很难完全覆盖掉成本端的涨幅。当此轮成本扰动消退后，胎企的盈利能力或才会迎来真正的修复。 事实上，自3月以来，不少轮胎企业便开始陆续发布涨价函。中策橡胶、 玲珑轮胎 （601966.SH）、赛轮轮胎等企业的全钢胎、半钢胎等产品普遍提价2%—5%，部分规格产品涨幅逼近10%。 中策橡胶甚至在3月31日连发三函，在4月1日起乘用车胎、斜交胎与非公路轮胎上调3%-5%，全钢TBR产品上调2%-3%，内胎最高上调8%，并明确提示4月16日将再次调价。 从涨价函措辞中，原材料成本给企业带来的压力可见一斑。中策橡胶在其涨价函称，受全球市场复杂变动影响，近期轮胎生产的主要原材料（如天然橡胶、合成橡胶、炭黑等）价格持续且迅猛上涨，导致轮胎生产成本急剧攀升。本次调整幅度远低于成本上升，且原材料一直处于供不应求状态。 万力轮胎方面表示，自4月以来，轮胎原材料价格持续高位运行，轮胎原材料价格大幅攀升，轮胎生产成本远超预期。 记者注意到，上述企业所言非虚。数据显示，今年一季度，丁二烯现货价格突破1.8万元/吨，累计涨幅超过118%，创下自2017年以来新高；顺丁橡胶价格从1月初的11960元/吨，一路上行至4月上旬的18140元/吨；即便价格相对稳定的炭黑，也出现了单月涨超13%的情况。 隆众资讯数据显示，截至4月2日，半钢轮胎某中档品牌205/55R16产品毛利在-1.11元/公斤，环比下滑0.76元/公斤，亏损程度较前期进一步放大。 “涨价肯定要比不涨的好，但当前3%-5%的涨价...

piranka/E+ via Getty Images The market often punishes companies for necessary transformations, perceiving temporary operational pain as a terminal stage of the decline of business. For many years, Nutanix ( NASDAQ: NTNX ) found itself exactly in such a trap. Right now the shares trade in the area of $37, which gives, at first glance, a fair forward P/E on the level of 21. At the same time, there are grounds to suppose that a certain inaccuracy is laid into current valuations. The market, possibly, prices the shares as if the recent exit into net profit is a linear, one-time anomaly. In reality, though, I suppose that Nutanix is located at an inflection point: conditions are forming, perhaps, for the launch of a colossal operating leverage, provoked by a historical shift in the market of IT infrastructure. Probably, this is not the end of a growing cycle but the very start of a large-scale migration of the corporate sector. The Profile & The Problem To realize the scale of opportunities of Nutanix, it is needed to look "under the hood" of a modern data center. Traditionally, IT infrastructure was built as a siloed infrastructure from three disparate levels: servers for computations, massive systems of data storage, and network equipment tying them together. This three-level architecture is, most likely, a real nightmare for business. It requires the purchase of expensive "hardware" from different vendors, an army of narrow-profile engineers for setup, and huge areas in server rooms. If a company needs more power, it cannot simply press a button—it is necessary to buy additional new server racks, which takes months. Nutanix made a peculiar revolution, having become the pioneer of hyper-converged infrastructure. They created "smart" software, which factually replaces all these hardware racks. Instead of a complex hierarchy, a company can buy several standard, inexpensive servers, and the software from Nutanix will unite them into a single, flexible "cloud". This is lik...

格隆汇4月15日｜微软(MSFT.US)涨2.6%，报403.35美元。消息面上，微软已同意租用挪威一处数据中心的容量，该项目最初计划供OpenAI使用。云基础设施提供商Nscale在声明中表示，微软将从其位于挪威纳尔维克北极圈内的园区租用3万块英伟达Vera Rubin芯片，这是在微软此前已在该地点承诺投资62亿美元的基础上的进一步扩展。 此外，微软全面上调其美国官网Surface Laptop和Surface Pro的价格。其中，旗舰型号Surface Pro 11及Surface Laptop 7的入门价格由999美元涨至1499美元，涨幅高达50%。是次加价涵盖Surface全产品线，即时生效，其他零售商预料亦会跟随调整。(格隆汇)

Dogan Kutukcu/iStock via Getty Images Investment Thesis I reiterate the recommendation to buy assets that track the price of gold. In this article, my intention is to address an extremely interesting phenomenon: the repatriation of gold by its holders. Furthermore I will correlate this phenomenon with the weakening of the dollar. The Gold Storage Dilemma After the Second World War there was no doubt about the safest place to deposit gold. Central banks in Europe and developing countries often deposited their gold in the Federal Reserve vault in New York. Foreign Gold Held atFED (FED) However, the Bretton Woods Agreement and the end of the conversion of dollars into gold gave the perception that Americans were privileged, and consequently, the beginning of distrust was created between heads of states and presidents of Central Banks. The phenomenon reverberates to this day According to research by the World Gold Council’s, central banks have repatriated 6,900 tons of gold since 1972. Currently 59% of central banks store part of their gold in local vaults a sharp increase compared to 41% in 2024. The most recent catalyst is known to investors: the freezing of $300 billion in Russian reserves in the context of the War in Ukraine. Unlike purchases by Central Banks, this phenomenon does not impact the price of gold, after all we are only talking about its location but it is intriguing how this movement is not caried out only by the main antagonist of the USA, China. There is a large movement of gold repatriation seen in Europe ( France ) Asia ( India ) and even in Africa ( Nigeria ). Repatriate Gold By Country (World Gold Council) As I said above, this phenomenon does not impact the price of gold, but it has an extremely negative impact on the dollar. Each gold bar repatriated means less dependence on a dollar based system which can eventually be used for geopolitical purposes. It is no surprise that the value of gold held by central banks surpassed that of US Treasury bo...

INOD stock dips 32.8% in 3 months as valuation stays rich and EPS estimates drop, though AI-driven revenue growth and new programs remain strong.

Millions have died as a result of disastrous US-led military adventurism. But there have been no consequences for those who championed it for so long What an admission. “The threat of terrorism” from the Middle East, an influential US columnist wrote a fortnight ago , “was a consequence of American involvement, not the reason for it”. If the US had “not been deeply and consistently involved in the Muslim world since the 1940s,” he added, “Islamic militants would have little interest in attacking” it. He went further still: “Contrary to much mythology, they have hated us not so much because of ‘who we are’ but because of where we are.” After a quarter of a century of disastrous US wars in the Middle East, that may sound like common sense. But this is Robert Kagan, one of the godfathers of neoconservatism, the creed that zealously championed military adventurism at the height of the era of US exceptionalism. In the 1990s, he repeatedly agitated for war with Iraq , a demand that became a rallying cry after 9/11, when he insisted that “the Iraqi threat is enormous ”. Owen Jones is a Guardian columnist Continue reading...

US President Donald Trump has said he will fire Jerome Powell if the Federal Reserve chair does not step down “in time”, adding that he will not drop the Justice Department investigation into the central bank leader. “I’ll have to fire him, OK, if he’s not leaving on time. I’ve held back firing him. I’ve wanted to fire him, but I hate to be controversial,” Trump said in an interview with Fox Business. “I want to be uncontroversial. But he will be fired,” he said in the interview taped on...

This is expected to be a banner year for nuclear energy -- as well as a huge opportunity for investors to capitalize on the changing global energy mix. Fifteen new reactors are expected to go online this year, and another 50 from 2027 through 2030. There are over 75 nuclear reactors under construction around the world, according to the World Nuclear Association. Another 120 are in planning stages. Twenty-five of the proposed reactors are in the United States. In September 2025, the International Atomic Energy Agency raised its nuclear power expansion projections for the fourth year in a row. The IAEA now estimates that global nuclear capacity will more than double by 2050 (from the 2024 level). And small modular reactors will play a "pivotal role." Continue reading

Shoe Brand Allbirds Pivots To AI, Changes Name To NewBird AI, Stock Rips More Than 360% Just when you thought you’d seen the last of the AI pivot idiocy… Allbirds (yes, the wool sneaker people) is mooning—up as much as 360% —after announcing it’s ditching shoes and pivoting to, of course, AI. This comes just weeks after agreeing to sell off its brand and footwear business for $39 million, according to Sherwood News . The plan? Rebrand as “NewBird AI,” raise $50 million, and reinvent itself as a GPU-as-a-Service / AI cloud company. Translation: buy a bunch of high-powered GPUs and rent them out to companies desperate for AI compute. The company's press release out Wednesday morning said: "Following its prior announcement that it has entered into a definitive agreement to sell the Allbirds brand and footwear assets to American Exchange Group, which intends to continue to build on Allbirds’ legacy and deliver compelling products to Allbirds’ customers, Allbirds, Inc. today announced the execution of a definitive agreement with an institutional investor for a $50 million convertible financing facility." It continues: "The Facility, which is expected to close during the second quarter of 2026, will enable the Company to pivot its business to AI compute infrastructure, with a long-term vision to become a fully integrated GPU-as-a-Service (GPUaaS) and AI-native cloud solutions provider. In connection with this pivot, the Company anticipates changing its name to “NewBird AI.”" "NewBird AI expects to use initial capital from the Facility to acquire high-performance GPU assets, which will be deployed to serve customers requiring dedicated access to AI compute capacity. NewBird AI’s long-term vision is to become a fully integrated GPU-as-a-Service (GPUaaS) and AI-native cloud solutions provider. Over time, the Company intends to grow its neocloud platform by expanding its compute and service offerings, deepening partnerships with operators and customers, and evaluating strateg...

為響應全民國家安全教育日，維港夜空上演兩場大型無人機表演。 表演共分為10幕，先以紫色的全民國家安全教育日標誌開場，再呈現「國寶」大熊貓的圖案，亦展示交織的長城跟金龍，中華白海豚躍出海面，還有火箭升空等圖案，彰顯國家航天科技成就。最後一幕以「國安家好」作結，寓意家國安康。 今次表演在灣仔金紫荊廣場對出的維港舉行，共出動2,026架無人機，分為兩場、每場15分鐘。

4月15日，在小鹏GX预售发布会上，小鹏汽车CEO何小鹏再次回应了关于是否应跳过L3级自动驾驶的争议。他表示：“市场上百花齐放是好事，我也乐见不同的技术流派，但最终还是要用数据来检验如何真正保障安全。”何小鹏认为，从安全角度看，最稳妥的路线就是直接从L2跨越到L4，并在这一过程中积累足够的数据，将安全置于首位，同时推动相关政策的完善。他进一步解释：“L4级别必须做到无人驾驶且确保安全。如果只能保障安全却无法实现无人驾驶，那本质上还是L2。”（第一财经）

Liudmila Chernetska/iStock via Getty Images I like to watch the Commitment of Traders report , which catalogues the aggregate positioning of “smart money,” or entities with access to large amounts of capital like institutions, money managers, commercial entities. It also includes “whale” traders who are not institutions but trade institutional amounts of capital. These entities have to disclose their trading activities, and although they are aggregated to preserve anonymity. Recent moves in smart money positioning have been interesting to me, especially seeing how and where capital is being moved. Before we get into the data, I think this excerpt from one of my previous articles on the subject is helpful for framing: On the note of performance, it's impossible to say with certainty what the performance of institutions is because it varies by institution, as well as by strategy and kind of institution. Within "smart money," there are both conservative and aggressive capital allocators. For example, I discussed "leveraged funds" specifically in my last article on institutions , which are the most aggressive kind of institutional trader tracked in futures data. Consider this study done by Alpha Architect or this article from Morningstar that attempts to demonstrate smart money performance. Smart Money Is Turning Bearish on Oil Here's the CoT data for crude oil, broken into the three primary groups that trade these contracts, commercial dealers, managed money, and small traders (“non-reporting”) and the aggregate open interest of all parties. CoT via Just The Data Since the 3-24 report, we've been seeing open interest increase overall, meaning that new money is flowing into crude oil. Be careful with assumptions here, as new money coming in doesn't mean the price will go up since it's counting both long and short positions. What's interesting to see is that this last week, crude oil commercials backed off their increasing long positions while money managers increased th...

quantic69/iStock via Getty Images Dell: Up >100% In The Past Year Already - Not Enough? The market has been really good to the investors of Dell Technologies Inc. ( DELL ). I mean, honestly, what more could you ask for, with a total return exceeding 120% in the last one year? And the stock struck a new high this month, amidst the Iranian war uncertainties. While the broad market recovery played a pivotal role in lifting (many, if not all) boats in the tech space, such a momentum surge couldn’t have been more welcome. Yet, some of you might contend that the market has been bracing for better performance from Dell for a while. And, execution has really been remarkable, right? Following Dell’s solid fourth quarter (fiscal 2026) results in February, it clearly shows that the AI momentum is accelerating, and not declining. As a reminder, Dell’s AI related businesses are now to the tune of $50 billion in AI server orders for FY2027, which represents a spectacular 100% year over year growth! Dell's cyclical risks (Morningstar) There have been doubts about Dell’s more cyclical businesses, and I will admit that I have had my reservations as well. Yet, I’ve also kept my stance that Dell’s market leadership offers it an immense advantage from the front. Moreover, the implosion of Super Micro Computer’s ( SMCI ) narrative recently likely helped matters for Dell. Raymond James on Dell taking market share (Seeking Alpha) So, it’s part execution and partly “thanks” to rivals potentially ceding market share to Dell, as analysts have also gone all in revising their estimates for Dell. Analysts revisions (Seeking Alpha) A remarkable 24 EPS revisions upwards and 19 revenue revisions upwards is as clear as it gets for me. That Dell’s AI story is far from over, and which is why DELL printed a recent new high, while SMCI continues to languish at lows well below its 2024 peak, no? Nvidia Rumor Didn't Set Off A Frenzy in Dell Shares Nvidia negotiating to buy a large PC company (SemiAccurat...

格隆汇4月15日丨Arqit Quantum大涨近13%， IonQ Inc、SEALSQ Corp、 D-Wave Quantum涨超9%， Quantum Computing 、Rigetti Computing涨超6%。

GOOG Dips 0.5% as Alphabet Awaits Q1 Earnings Amid AI Spending and Iran Relief Rally International Business Times Australia

格隆汇4月15日丨尼日利亚3月CPI同比上升15.38%，2月为15.06%。

HJBC/iStock Editorial via Getty Images Introduction Amazon ( AMZN ) has posted a strong performance since I last rated it a Buy back in mid february, as it has appreciated by over 20% since as the situation in the Middle East stabilized. I want to dive into the top 8 reasons why I believe Amazon will continue on this trajectory, especially as it ramps up its AI effort. 1. Amazon Web Services Amazon Web Services remains the key profit engine of the company as it reported a 24% Y/Y growth rate by the end of 2025 , and it reached an ARR of $142B. Meaning that the segment is actually re-accelerating and adding $27B in incremental annual revenue. The main reason for this has been the structural integration of gen AI across the AWS stack. The platform is processing tokens at a rate that is 260x faster than the initial trajectory with the centerpiece of this being Amazon Bedrock , which evolved into a multi-model, multi-silicon platform that provides enterprises with the flexibility to deploy models from Anthropic ( ANTHRO ) and Meta ( META ). Many might wonder how durable is this current growth trajectory but the segment is currently anchored by a $244B cloud backlog which has grown by 40% Y/Y, though one of these contracts is the OpenAI commitment of over $100B in comptue capacity, which poses a concentration risk, it still offers a high visibility for the firm to commit over $200B in CapEx. 2. The Custom Silicon Business The most significant structural shift in the business model for Amazon over the past decade has been the aggressive pursuit of vertical silicon integration. By mid-2026, Amazon’s custom chip business that includes Graviton, Trainum and Nitro lines has surpassed a $20B in ARR, with growth in the triple-digit percentage range. CEO Andy Jassy has stated that if the division were a standalone enterprise, t he market valuation would exceed $50B , positioning it as a peer to major silicon providers like AMD ( AMD ). This is an incredible moat to be fair, as i...

HJBC/iStock Editorial via Getty Images Introduction Amazon ( AMZN ) has posted a strong performance since I last rated it a Buy back in mid-February, as it has appreciated by over 20% since as the situation in the Middle East stabilized. I want to dive into the top 8 reasons why I believe Amazon will continue on this trajectory, especially as it ramps up its AI effort. 1. Amazon Web Services Amazon Web Services remains the key profit engine of the company as it reported a 24% Y/Y growth rate by the end of 2025, and it reached an ARR of $142B. Meaning that the segment is actually re-accelerating and adding $27B in incremental annual revenue. The main reason for this has been the structural integration of gen AI across the AWS stack. The platform is processing tokens at a rate that is 260x faster than the initial trajectory, with the centerpiece of this being Amazon Bedrock , which evolved into a multi-model, multi-silicon platform that provides enterprises with the flexibility to deploy models from Anthropic ( ANTHRO ) and Meta ( META ). Many might wonder how durable this current growth trajectory is, but the segment is currently anchored by a $244B cloud backlog, which has grown by 40% Y/Y. Though one of these contracts is the OpenAI commitment of over $100B in compute capacity, which poses a concentration risk, it still offers a high visibility for the firm to commit over $200B in CapEx. 2. The Custom Silicon Business The most significant structural shift in the business model for Amazon over the past decade has been the aggressive pursuit of vertical silicon integration. By mid-2026, Amazon’s custom chip business that includes Graviton, Trainium, and Nitro lines has surpassed $20 billion in ARR, with growth in the triple-digit percentage range. CEO Andy Jassy has stated that if the division were a standalone enterprise, the market valuation would exceed $50B , positioning it as a peer to major silicon providers like Advanced Micro Devices ( AMD ). This is an incre...

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Here’s Why Brad Gerstner Remains Bullish on NVIDIA (NVDA) Despite Valuation, Bubble Fears Insider Monkey

Colombian thermal power plants are preparing to ramp up liquefied natural gas imports ahead of an expected El Niño, which would bring dry weather to the Andean country. The US Climate Prediction Center has signaled that an El Niño is likely to develop by Aug. 1 and persist through the end of the year. The phenomenon typically raises global temperatures and shifts rainfall patterns, often bringing hotter and drier conditions to Colombia and the Andes. That poses a risk to the country’s power system, which relies on hydropower for roughly two-thirds of generation capacity. Thermal plants, which run mostly on natural gas, are currently supplying about 15% of electricity but will need to boost output to help preserve reservoirs levels, said Alejandro Castañeda, director of Colombia’s power generators’ association Andeg. The country is importing around 210 million cubic feet a day of LNG through its sole import terminal, SPEC, primarily to meet demand from households and industry, Castañeda said, adding that higher LNG imports will likely mean higher energy prices. Around August, the facility’s total import capacity of 475 million cubic feet a day will likely be used by thermal generators. SPEC “will most likely be operating at full capacity beginning in August,” to meet demand from thermal plants, Castañeda said. Colombia, which began importing LNG in 2016, has steadily increased volumes over the past decade, with shipments surging to 2.06 million metric tons in 2024 during the last El Niño, according to data compiled by Bloomberg. Imports fell 8% the following year to about 1.9 million metric tons. Read more: El Niño Set to Form by August With Rising Heat and Crop Risks A growing domestic gas shortage in Colombia has drawn more than a dozen LNG import proposals to meet gas demand mostly from other sectors. Two small 60 million cubic feet a day projects have taken a final investment decision, with operations set to begin in September. Ecopetrol SA will have a facility i...

Getty Images My outlook on Nike's ( NKE ) business has been bearish for a while and after the latest earnings results , I believe that my previously assigned sell rating is still warranted. Stagnating revenue, increasing accounts receivable, contracting margins, macroeconomic headwinds, the current dividend rate and the valuation are all making the firm and its stock unattractive in my view. The aim of my writing today is to give you the three main reasons, why I believe it is still better to stay away from NKE. 1. Results Nike published its financial results for the most recent quarter not so long ago. While their revenue grew slightly it was mainly driven by the favourable FX environment. If we exclude the impact of FX, in constant currency terms revenue actually declined by 2%. The decline was broad-based geographically - meaning that only the North American segment achieved growth, all other regions declined. Segment results (Nike) At the same time, accounts receivable grew and cash on hand declined. If accounts receivable grow at a faster rate than revenue, it is a warning sign normally that the firm is likely selling more on credit - potentially pulling demand forward from future periods. Assets (Seeking Alpha) Further, the company's margins also contracted. The gross margin declined by 130 basis points in the most recent quarter, while the SG&A expenses increased by 80 bps, relatively to the revenue. Gross margin (Nike) SG&A expenses (Nike) As a result, bottomline results deteriorated significantly, despite the relatively flat top-line. Net income declined by as much as 35%, and EPS declined at the same rate. Results of operation (Nike) All in all, I do not find Nike attractive fundamentally. Hopes of turnaround have been in the air for quite a while now, and it does not seem to be materializing in any way. Sales are declining in constant currency terms and margins are contracting. For me, to get more bullish on the firm, I would like to see a significant, br...