Key Points London Co of Virginia sold 269,356 shares of Armstrong World Industries in the fourth quarter; the estimated trade size was $51.40 million based on quarterly average pricing. Meanwhile, the quarter-end value of the position fell by $61.96 million, reflecting both trading and stock price changes. The fund held 1,866,241 shares valued at $356.64 million after the trade. 10 stocks we like better than Armstrong World Industries › On February 17, 2026, London Co of Virginia disclosed it reduced its stake in Armstrong World Industries (NYSE:AWI) by 269,356 shares, an estimated $51.40 million trade based on quarterly average pricing. What happened London Co of Virginia reported in a Securities and Exchange Commission (SEC) filing dated February 17, 2026, that it sold 269,356 shares of Armstrong World Industries during the fiscal fourth quarter. The estimated transaction value was $51.40 million, based on the average closing price for the period. The stake’s quarter-end value declined by $61.96 million, a figure that captures both share sales and price changes. What else to know This was a reduction in the AWI position, which now represents 2.06% of the fund’s 13F reportable assets under management. Top holdings after the filing: NASDAQ: AAPL: $656.77 million (3.8% of AUM) NYSE: NSC: $522.84 million (3.0% of AUM) NYSE: GLW: $509.90 million (2.9% of AUM) NYSE: BRK-B: $500.85 million (2.9% of AUM) NYSE: BLK: $451.59 million (2.6% of AUM) As of Friday, AWI shares were priced at $163.86, up 16% over the past year, which is just slightly ahead of the S&P 500’s roughly 15% gain in the same period. Company overview Metric Value Price (as of Friday) $163.86 Revenue (TTM) $1.6 billion Net income (TTM) $308.7 million Dividend yield 0.7% Company snapshot Armstrong World Industries produces ceiling systems, including mineral fiber, fiberglass, metal, and wood products, as well as architectural specialties for commercial and residential construction markets. The firm generate...

At Nvidia's (NVDA 3.17%) recent flagship GPU Technology Conference, CEO Jensen Huang kicked things off with a bang. He said he expects purchase orders for the company's Blackwell and Vera Rubin platforms and graphics processing units (GPUs) to reach $1 trillion by the end of 2027, a significant increase from the company's sales expectations for last year and this year. However, the stock hardly moved on the news, and there's still significant skepticism surrounding artificial intelligence stocks. Why won't investors buy the stock right now? A sign of confidence Blackwell is Nvidia's current, most advanced version of its GPUs and rack systems, which are installed in data centers that help companies deploy AI solutions. Vera Rubin is the next iteration, expected to roll out this year. The systems are designed with 1.3 million components and projected to generate 10 times the performance of Blackwell, which was rolled out in 2024. The $1 trillion number is a significant step up from the $500 billion in AI hardware sales that management had projected in 2025 and 2026. The number is also ahead of the $950 billion number that Wall Street analysts had been modeling, on average. Huang said that the company is seeing demand from a range of customers, from start-ups to large companies. This should signal confidence to investors because Nvidia has historically hit its quarterly numbers and met or exceeded guidance. Why won't the market buy the stock? One would think that a bright, flashy number like $1 trillion might move Nvidia's stock. But Nvidia is trading down nearly 7% this year (as of March 20), although part of this can likely be attributed to geopolitical and economic concerns not specifically tied to the company. The stock does not look terribly expensive, trading at about 22 times forward earnings. One issue is that investors are becoming skeptical about whether the same intense levels of spending on AI infrastructure needed to power what some have called the fourth ...

Key Points The $1 trillion guidance is twice what Nvidia expects in sales for 2025 and 2026. Nvidia said that sales will be driven by its Grace Blackwell and Vera Rubin platforms. Despite guidance that came in ahead of Wall Street estimates, investors still seem reluctant to buy the stock right now. 10 stocks we like better than Nvidia › At Nvidia's (NASDAQ: NVDA) recent flagship GPU Technology Conference, CEO Jensen Huang kicked things off with a bang. He said he expects purchase orders for the company's Blackwell and Vera Rubin platforms and graphics processing units (GPUs) to reach $1 trillion by the end of 2027, a significant increase from the company's sales expectations for last year and this year. However, the stock hardly moved on the news, and there's still significant skepticism surrounding artificial intelligence stocks. Why won't investors buy the stock right now? 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 » A sign of confidence Blackwell is Nvidia's current, most advanced version of its GPUs and rack systems, which are installed in data centers that help companies deploy AI solutions. Vera Rubin is the next iteration, expected to roll out this year. The systems are designed with 1.3 million components and projected to generate 10 times the performance of Blackwell, which was rolled out in 2024. The $1 trillion number is a significant step up from the $500 billion in AI hardware sales that management had projected in 2025 and 2026. The number is also ahead of the $950 billion number that Wall Street analysts had been modeling, on average. Huang said that the company is seeing demand from a range of customers, from start-ups to large companies. This should signal confidence to investors because Nvidia has historically hit its quarterly numbers and met or exceeded guidance. Why won't ...

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Key Points CEO Wilkes sold 35,000 shares for a transaction value of ~$929,000 on March 11, 2026. This sale represented 68.05% of Wilkes' direct holdings, reducing direct ownership from 51,431 to 16,431 shares. The transaction involved only direct holdings, with no shares sold or held indirectly through trusts or other entities. The activity was effected under a Rule 10b5-1 trading plan, consistent with routine portfolio management after a period of unchanged ownership. 10 stocks we like better than National Vision › On March 11, 2026, Chief Executive Officer Alexander Wilkes reported the sale of 35,000 shares of National Vision (NASDAQ:EYE) common stock in an open-market transaction, according to a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 35,000 Transaction value $929,000 Post-transaction shares (direct) 16,431 Post-transaction value (direct ownership) $439,000 Transaction value based on SEC Form 4 reported price ($26.54); post-transaction value based on March 11, 2026 market close ($26.69). Key questions How does the transaction size relate to Alexander Wilkes's historical trading pattern? This is the only open-market sale by Wilkes in the available reporting periods, with the previous six Form 4 filings limited to administrative adjustments and no change in share count. This is the only open-market sale by Wilkes in the available reporting periods, with the previous six Form 4 filings limited to administrative adjustments and no change in share count. What is the impact of this transaction on Wilkes's ownership position? Direct holdings were reduced by 68.05%, leaving Wilkes with 16,431 directly held shares and no indirect holdings or derivative securities reported after the transaction. Direct holdings were reduced by 68.05%, leaving Wilkes with 16,431 directly held shares and no indirect holdings or derivative securities reported after the transaction. Did the transaction occur under a pre-established plan? Yes, the sale was execu...

zimmytws/iStock via Getty Images Portfolio managers: Bruce Johns; James Randazzo; and Nicholas Venditti, CFA® Subadvisor: Allspring Global Investments, LLC Category: Muni national short Fund Strategy Uses both bottom-up credit research and top-down macroeconomic analysis Seeks to generate excess performance by actively managing the four key elements of total return: duration, yield-curve positioning, sector and credit-quality allocation, and security selection Uses a relative-value approach based on extensive credit analysis that seeks opportunities from changing market trends and pricing inefficiencies to generate excess returns Average Annual Total Returns (%) As Of 12/31/2025* 3 MONTH YEAR TO DATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE FUND INCEPTION (11/30/95)^ Ultra Short-Term Municipal Income Fund-Inst 0.65 3.61 3.61 3.59 2.08 1.62 2.46 Ultra Short-Term Municipal Income Blended Index 0.61 3.01 3.01 3.30 2.01 1.57 — Bloomberg 1 Year Municipal Bond Index 0.56 3.47 3.47 3.19 1.73 1.58 — Click to enlarge *Returns for periods less than one year are not annualized. Figures quoted represent past performance, which is no guarantee of future results, and do not reflect taxes a shareholder may pay on an investment in a fund. Investment return, principal value, and yields of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted and assumes the reinvestment of dividends and capital gains. Current month-end performance is available at the fund's website, allspringglobal.com . Institutional Class shares are sold without a front-end sales charge or contingent deferred sales charge. The fund's gross expense ratio is 0.36%. The fund's net expense ratio is 0.25%. The manager has contractually committed, through October 31, 2026, to waive fees and/or reimburse expenses to the extent necessary to cap the fund's total annual fund operating...

Keely Hodgkinson runs a championship record time of one minute 55.30 seconds to take gold in the women's 800m at the World Indoor Athletics Championships in Poland.

Keely Hodgkinson captured her first world indoor title in commanding fashion as she claimed 800m gold in a championship record time in Poland. The Olympic gold medallist became Great Britain's first women's 800m world champion - indoors or outdoors - after she led throughout to clock one minute 55.30 seconds. The world record holder continued to the warm-up track following her victory, suggesting she intends to represent her nation in the women's 4x400m relay at the end of the final day of action in Torun. The outdoor worlds and Commonwealth Games are now the only major international championships, of the six she is eligible for, where Hodgkinson is yet to win 800m gold. Hodgkinson's triumph was Great Britain's fourth medal in Torun - each of them gold - and wrapped up 28 minutes of success after triumphs for her training partner Georgia Hunter Bell and pole vaulter Molly Caudery on a sensational Sunday for the team. Josh Kerr had kick-started the celebrations by winning the 3,000m title on Saturday. More to follow.

Beyond Meat (BYND 1.90%) was a Wall Street and Main Street darling a few years ago, as its plant-based meat alternative products sparked a food fad. At one point, it seemed like everyone wanted to try Beyond Meat. Like most fads, demand for plant-based meat alternatives faded. Now big retailers, like Walmart (WMT 1.56%) and Costco (COST 0.29%), appear to be relegating Beyond Meat to the frozen food aisle. It could be a good thing, mostly. Beyond Meat had its big shot Beyond Meat's sales skyrocketed after it held its initial public offering. But in 2022, the packaged food company hit an inflection point, as its sales began to fall. The once hot products it sold were no longer in demand, as customers tried them and clearly decided they preferred real meat. Wall Street has punished the stock, as the consumer staples start-up has continued to bleed red ink. However, the brand itself still has notable value, as it is basically "the face" of the broader plant-based meat alternative niche. So the push from the meat aisle to the frozen food aisle can be viewed in two ways. The good and the bad for Beyond Meat The bad news for Beyond Meat is that it had its shot, and consumers voted with their wallets. While Beyond Meat didn't catch on more broadly, some consumers still buy it. The move to the frozen food aisle allows those customers to continue buying Beyond Meat's products. It will likely mean lower, but more reliable revenues for the food maker. Expand NASDAQ : BYND Beyond Meat Today's Change ( -1.90 %) $ -0.01 Current Price $ 0.70 Key Data Points Market Cap $316M Day's Range $ 0.69 - $ 0.71 52wk Range $ 0.50 - $ 7.69 Volume 111K Avg Vol 40M Gross Margin 5.98 % Frozen foods also have a longer shelf life. That means Beyond Meat doesn't have to produce at the same volume, and retailers won't have to throw away as much food due to spoilage. That is a win for both parties. On that front, it is worth highlighting that Beyond Meat had to delay its fourth-quarter 2025 earnings r...

Ollie Watkins knows his current form has not been good enough to get in Thomas Tuchel's latest England squad. The Aston Villa forward was left out of the expanded 35-man squad for the Three Lions' upcoming friendlies against Uruguay and Japan having scored just one goal in his past nine Premier League matches. It leaves question marks over whether 30-year-old Watkins' hopes of going to a first World Cup are hanging in the balance. "Everyone wants to play for their country but I expected that because my form has not been that great," Watkins said after Sunday's comfortable 2-0 win against West Ham, Villa's first after a run of three Premier League defeats. "I know what I can do and when I put on an England shirt I feel like I have always performed well." Against West Ham, Watkins showed Tuchel just what he is missing as he ended a six-match goal drought in the league. He provided a constant threat and was unlucky not to find the net with more of his five efforts, twice dragging shots just wide. But in contrast to last season's tally of 17 goals and 14 assists, Watkins' 10 goals and two assists in all competitions this campaign look meagre. He knows he is running out of time to impress the England boss and, absent from the national team's final training camp before the World Cup, he also knows his only way to get back in Tuchel's good books is by scoring for his club. "One thing with Watkins you can always rely on is his endeavour and his willingness to keep running the channels and keep doing the right things for the team," said former Liverpool midfielder Danny Murphy. "That's a huge thing that Tuchel will keep an eye on. I don't think he's completely out of it yet."

Shortly before 8pm here in Torun, Georgia Hunter-Bell, Molly Caudery and Keely Hodgkinson were jumping in delight and pure delirium after what was undoubtedly the greatest 29 minutes for Britain in world indoor athletics championship history. Not one gold medal. Not two. But three. All in under 30 minutes. And as they waved the Union Jacks above their heads, and a phalanx of photographers crowded around them, you couldn’t blame them and the British fans in the crowd for getting more than a little giddy. Only once before during the London 2012 Olympics has there been anything like this. And Super Saturday, this was Spectacular Sunday. The gold rush started with Hunter-Bell hauling in the Ethiopian Girke Haylom on the last lap before powering away to take 1500m gold. Then, 15 minutes later, Caudery won the pole vault with a clearance of 4.85m. The icing on the cake was then provided by Hodgkinson, who powered clear to win a brilliant 800m gold. View image in fullscreen Georgia Hunter-Bell reacts after crossing the finish line to win gold in the women’s 1500m final. Photograph: Petr David Josek/AP In 2012 Jessica Ennis, Greg Rutherford and Mo Farah won three gold medals in 44 minutes at the London 2012 Olympics. This wasn’t that, of course. But what a boost to the sport to see three brilliant British women on top of the world. And what stories all three of them have too. In 2017 Hunter-Bell quit a promising track career because her body was broken. But in 2022 she started running again with a parkrun on a cold March day in Bushy Park, south-west London. Two years later, aged 30, she was Olympic bronze medalist. Now, at 32, she is a world champion. “I just thought be patient,” said Hunter-Bell, who finished in 3min 58.53sec, nearly a second ahead of Australia’s Jessica Hull, who took silver in 3:59.54 “I backed myself. The crowd were amazing and this track is so fast. I’ve had bronze, I’ve had silver, so to get my first gold medal makes me really happy.” Caudery, meanwh...

Claro Telecom Participacoes SA will buy a majority stake in telecom company Desktop SA for an enterprise value of 4 billion reais ($750 million), the companies announced Sunday. Claro, a Brazilian unit of billionaire Carlos Slim ’s America Movil SAB , will buy about 73% of Desktop’s share capital from holders including the Makalu Brasil Partners fund, pending regulatory approval. Claro will pay 2.4 billion reais after deducting Desktop’s net debt, pricing the Sao Paulo-listed internet provider’s shares at 20.82 reais. That would represent a 45% premium over Desktop’s closing price Friday. Claro will pay cash and the amount may be adjusted at the deal’s closing, the companies said. The firm will also pursue a tender offer for the minority shareholders of Desktop at a price per share at least equal to the deal, the companies said. Desktop offers high-speed internet services and is present in 200 cities in the Sao Paulo state — Brazil’s largest and richest — with a 1.2 million subscriber base, according to the company’s website .

Despite all the bearish noise, Goldman Sachs isn’t backing down on Nvidia (NVDA) stock yet. After another stellar GTC showing, the bank reiterated its $250 price target and maintained a buy rating, underscoring confidence in the AI giant’s tremendous upside from current levels. ...

Arsenal Kepa Arrizabalaga Howler dropping Rayan Cherki’s cross for Nico O’Reilly’s opener started rot: his inclusion poses question of Mikel Arteta’s selection policy. 3 Ben White Despite his experience, deputy right-back (for Jurriën Timber) was unable to nullify Doku, who caused him serial headaches. Booked for scything down Cherki. 4 Wiliam Saliba Was up to challenge of Haaland and his pace drew him alongside the giant No 9 in 58th-minute sprint towards Arsenal goal. 5 Gabriel Magalhães An aimless hoof to no teammate was a surprise but fine goal-bound block of Cherki effort was not. 5 Piero Hincapié 15th-minute yellow for felling Nunes and Semenyo had his beating at will. Was taken off due to the torment. 4 Martín Zubimendi Tangle with O’Reilly was his only showing as he offered close to nothing in a midfield that went shockingly awol throughout. 5 Declan Rice A non-factor all game who shook his head despairingly at the final whistle. Has to show up in games like these. 4 Bukayo Saka Poor. Lost O’Reilly for City’s second. Fluffed corner and often thrown about by O’Reilly. Shift to No 10 berth didn’t work either. 4 Kai Havertz An Arteta favourite who let his manager down. Missed point-blank chance and conjured zero before paying the price by being hooked. 4 Leandro Trossard Another of the Gunners whose showpiece occasion passed him by so disappointingly. Replaced on 82 minutes. 4 Viktor Gyökeres Lively start but service was lacking and faded in frustrating outing for the man bought to score in winner-takes-all games like this. Substituted. 4 Subs: Riccardo Calafiori (Hincapié, 68) 4; Noni Madueke (Havertz, 68) 4; Gabriel Jesus (Gyökeres, 82) 5; Gabriel Martinelli (Trossard, 82) 5 Manchester City James Trafford Pep Guardiola was unhappy at distribution but early double save from Havertz and Saka was vital and City’s deputy can be proud. 7 Matheus Nunes Muscular right-back offered aggression and flowed along his flank in attack. Stood ball up perfectly for O’Reilly’...

Poste Italiane SpA said it will launch a public offer valued at about €10.8 billion ($12.5 billion) for Telecom Italia SpA , seeking full control of the former phone monopoly as the state-backed group expands further into digital infrastructure, according to a statement. The bid would reshape Italy’s telecom market and deepen Poste’s role in networks, cloud and enterprise services at a time when control of national digital infrastructure has become more strategic for governments and corporate groups. Poste is offering 0.167 euro in cash for each Telecom Italia share as well as 0.0218 of newly issued shares in Poste for each Telecom Italia stock held, according to a statement Sunday.

Earlier this month, Akamai Technologies announced it had operationalized the first global-scale implementation of NVIDIA’s AI Grid reference design, rolling out thousands of NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs to power its evolving Inference Cloud across a 4,400-location edge network. This move positions Akamai to broker AI workloads across centralized GPU clusters and its global edge, aiming to optimize cost per token, responsiveness, and throughput for demanding use cases like real-time gaming, financial services, and live media. We’ll now examine how Akamai’s global NVIDIA AI Grid deployment could influence its investment narrative around AI-driven edge and cloud infrastructure. AI is about to change healthcare. These 36 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. Akamai Technologies Investment Narrative Recap To own Akamai, you have to believe its shift from a maturing CDN core into higher value security, cloud, and AI infrastructure can offset delivery headwinds and rising CapEx. The NVIDIA AI Grid rollout directly ties into the near term catalyst of accelerating Cloud Infrastructure Services growth, but it also amplifies the key risk that heavy AI and compute spending could pressure margins if customer adoption or utilization of this new Inference Cloud lags expectations. Among recent announcements, the October 2025 launch of Akamai’s Inference Cloud is most relevant here. The new NVIDIA AI Grid deployment effectively scales that platform with thousands of Blackwell GPUs and ties it into Akamai’s 4,400 location edge footprint, reinforcing the AI driven compute growth story while testing whether increased investment in specialized infrastructure can translate into the kind of usage and revenue that justify lower operating margins in the near term. Yet beneath the promise of AI powered edge services, investors should be aware t...

Some Kenyans have said they were lured to fight for Russia with promises of well-paid civilian jobs, only to find themselves forced into fighting in Ukraine - often signing contracts in Russian without understanding what was involved.

Investor excitement around artificial intelligence (AI) has added trillions of dollars in capital to a handful of businesses over the last few years. However, many of the biggest AI stocks have seen their values stagnate over the last few months as the market reassesses the value created by all the AI spending taking place. The markets ultimately reward management execution and financial results. One of the biggest tech companies in the world looks poised to see strong growth across multiple segments of its business, fueled by advances in artificial intelligence in 2026. Ultimately, that could lead the stock to climb to a $5 trillion valuation by the end of the year. Here's why I think Alphabet's (GOOG 2.25%) (GOOGL 2.01%) stock price will climb 35% from here to reach that milestone. Alphabet's revenue growth is headed toward the clouds Alphabet saw a dramatic acceleration in its cloud computing revenue in the fourth quarter, when sales increased 48% year over year. That growth was driven by AI infrastructure demand as well as AI services demand. Selling infrastructure is straightforward. Alphabet offers graphics processing unit (GPU) access to developers looking to train or use large language models on its servers. Alphabet differentiates its product with its custom Tensor Processing Units (TPUs), which have garnered a lot of interest recently. That's thanks, in part, to demand from Anthropic, as well as Alphabet's own advancements in AI trained and run on TPUs. Even Meta Platforms is using Alphabet's TPUs for some of its AI work, despite developing its own custom AI accelerators. If more of Alphabet's workload shifts from GPUs to lower-cost TPUs, it could benefit Alphabet's operating margin, which has already seen significant improvements over the last few years. Alphabet's AI services are based on its Gemini models, which have rapidly caught up with those of OpenAI and Anthropic. That's boosted demand for its Vertex AI platform and Gemini APIs, which enable custo...

Key Points This AI leader is seeing strong momentum in its cloud computing infrastructure and services business. AI is also improving results for its other business operations, producing revenue growth acceleration. Analysts may be underestimating its earnings growth, but it could hit $5 trillion even if results are merely in line with expectations. 10 stocks we like better than Alphabet › Investor excitement around artificial intelligence (AI) has added trillions of dollars in capital to a handful of businesses over the last few years. However, many of the biggest AI stocks have seen their values stagnate over the last few months as the market reassesses the value created by all the AI spending taking place. The markets ultimately reward management execution and financial results. One of the biggest tech companies in the world looks poised to see strong growth across multiple segments of its business, fueled by advances in artificial intelligence in 2026. Ultimately, that could lead the stock to climb to a $5 trillion valuation by the end of the year. Here's why I think Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) stock price will climb 35% from here to reach that milestone. 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 » Alphabet's revenue growth is headed toward the clouds Alphabet saw a dramatic acceleration in its cloud computing revenue in the fourth quarter, when sales increased 48% year over year. That growth was driven by AI infrastructure demand as well as AI services demand. Selling infrastructure is straightforward. Alphabet offers graphics processing unit (GPU) access to developers looking to train or use large language models on its servers. Alphabet differentiates its product with its custom Tensor Processing Units (TPUs), which have garnered a lot of interest recently. That's thanks, ...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Tencent Holdings (SEHK:700) has launched ClawBot, connecting its WeChat platform with the OpenClaw AI agent. The rollout marks a new step in Tencent's push into AI agents within China's fast developing AI agent market. ClawBot is designed to deepen AI powered services inside WeChat for both consumers and businesses. Tencent Holdings, trading at around HK$508.0, is moving forward with a fresh AI initiative at a time when its share price is down 18.5% year to date. The launch of ClawBot places the company more directly in AI agent services, using WeChat's large user base as a testing ground for new tools and experiences. For investors, one key point of interest is how Tencent may translate this AI initiative into wider product usage and potential financial effects. The ClawBot launch provides a clearer reference point to track future product updates, user metrics, and potential monetisation approaches for AI inside the WeChat ecosystem. Stay updated on the most important news stories for Tencent Holdings by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Tencent Holdings. SEHK:700 Earnings & Revenue Growth as at Mar 2026 4 things going right for Tencent Holdings that this headline doesn't cover. ClawBot gives you something tangible to watch in Tencent’s AI story. It connects WeChat users directly with the OpenClaw AI agent inside a familiar chat interface, so the addressable use cases range from simple Q&A to customer support and commerce flows. For investors, the key question is whether this translates into higher engagement, more time spent in WeChat, and eventually more payment, advertising, or subscription activity tied to AI-powered services. The timing is important, because Tencent’s recent AI commentary left some investors unsure about how current AI spending mi...

NVIDIA Corporation stock surges on AI chip demand amid new Blackwell delays AD HOC NEWS

Jeremy Edwards Fed rate expectations have flipped dramatically, with short-term yields untethered amid the surge in oil prices. Fed funds futures now indicate a 35% chance that the benchmark rates are higher by at least a quarter point after the October FOMC meeting. Just a month ago they were pricing in a 35% chance that rates would be 50 bps lower. The 2-year Treasury yield ( US2Y ) is back above 3.9%, its highest level since July. That's when the front end of the curve saw a sharp drop on the back of weak jobs data, the beginning of a steady seven-month decline in yields that's been wiped out since the attacks on Iran. Just like in 2022, the 2-year yield has decoupled from the fed funds rate and fed funds futures are raising odds of a rate hike by year-end, Seth Golden, chief market strategist at Finom Group, posted. "In 2022, it could be argued no impact from rate hikes on (the) consumer economy, which was and still buffered by fiscal dominance (govt. transfers/tax legislation)," he said. Fed chair nominee Kevin Warsh is "likely to promote the use of other tools in the Fed toolbox for combatting reflation risks," apart from rate moves, he added. Meanwhile, Christian Fromhertz of the Tribeca Trade Group noted that the MOVE index, known as the VIX for bonds, is spiking. A rising MOVE index reflects increased uncertainty about the path of interest rates, which historically has preceded broader market volatility," would land it more firmly. Sharp moves in the MOVE can be a warning sign for future VIX ( VIX ) spikes and equity declines. Bloomberg More on Treasuries 'Spot Down, Vol Down' As Investors Monetized Hedges Turning Point: The Next Phase For The 10-Year Bond Yield Is Crucial How Using Moving Averages To Make Allocation Changes Can Improve Risk Adjusted Returns Treasury yields spike as markets reprice Fed rate hike possibility Jeffrey Gundlach warns Fed rate hike may be on horizon

On March 11, 2026, Chief Executive Officer Alexander Wilkes reported the sale of 35,000 shares of National Vision (EYE 6.58%) common stock in an open-market transaction, according to a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 35,000 Transaction value $929,000 Post-transaction shares (direct) 16,431 Post-transaction value (direct ownership) $439,000 Transaction value based on SEC Form 4 reported price ($26.54); post-transaction value based on March 11, 2026 market close ($26.69). Key questions How does the transaction size relate to Alexander Wilkes's historical trading pattern? This is the only open-market sale by Wilkes in the available reporting periods, with the previous six Form 4 filings limited to administrative adjustments and no change in share count. This is the only open-market sale by Wilkes in the available reporting periods, with the previous six Form 4 filings limited to administrative adjustments and no change in share count. What is the impact of this transaction on Wilkes's ownership position? Direct holdings were reduced by 68.05%, leaving Wilkes with 16,431 directly held shares and no indirect holdings or derivative securities reported after the transaction. Direct holdings were reduced by 68.05%, leaving Wilkes with 16,431 directly held shares and no indirect holdings or derivative securities reported after the transaction. Did the transaction occur under a pre-established plan? Yes, the sale was executed pursuant to a Rule 10b5-1 trading plan adopted on Dec. 5, 2025, indicating the disposition was scheduled in advance rather than opportunistic. Yes, the sale was executed pursuant to a Rule 10b5-1 trading plan adopted on Dec. 5, 2025, indicating the disposition was scheduled in advance rather than opportunistic. What is the market context for this sale? Shares were sold at around $26.54 per share, with the stock up 118.4% over the prior year as of March 11, 2026, suggesting the sale captured a substantial gain foll...

Saudi Arabia had prepared and planned for the worst-case scenario for decades. So within hours of the first US and Israeli strikes on Iran which resulted in the effective closure of the crucial Strait of Hormuz waterway, the world’s biggest crude exporter rolled out a contingency plan — one that had waited 45 years to come to fruition — to keep its oil flowing. The cornerstone of that plan is a 1,200-kilometer pipeline, built in the 1980s, which has become a pivotal character in the evolving Middle East conflict. Running the breadth of the Arabian Peninsula from Saudi Arabia’s massive oil fields in the east of the country, the East-West pipeline empties out at the port of Yanbu on the Red Sea — a modern industrial city where a huge flotilla of oil tankers is massing to load Saudi crude, with more vessels arriving every day. State-owned oil giant Saudi Aramco now faces the test of how quickly and sustainably it can ramp up flows through the new route. Crude exports from Yanbu hit a five-day rolling average of 3.66 million barrels on Friday, according to ship-tracking data compiled by Bloomberg, around half of Saudi Arabia’s prewar total. On Thursday loadings were briefly halted following an Iranian attack , a reminder that flows can be uneven in such a volatile environment. The pipeline route offers a vital release valve to the pressure building on global oil supplies. About 20 million barrels , one-fifth of global consumption, normally flow through Hormuz on a daily basis. With no outlet for their barrels, producers have had to reduce output. However, Saudi Arabia, which has long framed itself as a stabilizing force in the market, has a substantial workaround. “The East-West pipeline is looking like a strategic masterstroke right now,” says Jim Krane, the Wallace S. Wilson Fellow for Energy Studies at Houston’s Rice University. “The entire global economy is better off with the line in operation.” “Were it not for this seamless Hormuz bypass, there’d be even more des...

Don Lemon Claims US Does 'Very Same Things' To Protesters As Iran... Which Slaughtered 1000s Authored by Steve Watson via Modernity.news, Don Lemon has hit rock bottom in his radical spiral, openly claiming the United States treats protesters the exact same way as Iran — the regime that massacred thousands of anti-government demonstrators in just three months. This jaw-dropping comparison arrives as the Trump DOJ pursues prison time against Lemon and the leftist mob he embedded with during their invasion of a Minneapolis church — the very disruption he hailed as protected “journalism.” On the “This is Gavin Newsom” podcast, Lemon, via his shitty internet connection, responded to discussion of an FBI raid on a Washington Post reporter by insisting America was forfeiting its moral high ground in the conflict with Iran. “ Reporters have privilege. It’s like an attorney. And so you have to be very careful about those things. And we cannot lose those things,” Lemon said. “Otherwise we are going to lose the First Amendment. We’re going to lose the freedom of the press because part of that is having sources and being able to be trusted by those sources that you’re not going to give any information away that they give you.” He continued, “So we cannot lose those norms and those traditions because otherwise we’re no better than a country that we’re at war with right now. And we are saying that Iran shoots protesters. Well, so do we. And we’re over there because Iran jails reporters or doesn’t have free speech. And that makes us no better than them — if we are acting and doing the very same things that they’re doing, then what sort of moral authority do we have to be able to be there and in a war and quite frankly killing people?” This is the same Don Lemon arrested by federal agents on January 29 over the January 18 incident at Cities Church in St. Paul, where he filmed himself inside the sanctuary with anti-ICE rioters from the Racial Justice Network who stormed the service...

Not long ago, the idea of being a “generalist” in the workplace had a mixed reputation. The stereotype was the “jack of all trades” who could dabble in many disciplines but was a “master of none.” And for years, that was more or less true. Most people simply didn’t have access to the expertise required to do highly cross-functional work. If you needed a new graphic, you waited for a designer. If you needed to change a contract, you waited for legal. In smaller organizations and startups, this waiting game was typically replaced with inaction or improvization — often with questionable results. AI is changing this faster than any technology shift I’ve seen. It’s allowing people to succeed at tasks beyond their normal area of expertise. Anthropic found that AI is “enabling engineers to become more full-stack in their work,” meaning they’re able to make competent decisions across a much wider range of interconnected technologies. A direct consequence of this is tasks that would have been left aside due to lack of time or expertise are now being accomplished (27% of AI-assisted work per Anthropic's study). This shift is closely mirroring the effects of past revolutionary technologies . The invention of the automobile or the computer did not bring us a wealth of leisure time — it mainly led us to start doing work that could not be done before. With AI as a guide, anyone can now expand their skillsets and augment their expertise to accomplish more. This fundamentally changes what people can do, who can do it, how teams operate, and what leaders should expect. Well, not so fast. The AI advances have been incredible, and if 2025 may not have fully delivered its promise of bringing AI agents to the workforce , there’s no reason to doubt it’s well on its way. But for now, it’s not perfect. If to err is human, to trust AI not to err is foolish. One of the biggest challenges of working with AI is identifying hallucinations. The term was coined, I assume, not as a cute way to ref...

US yields are perched at their highest in months after a third straight week of bond losses, with the surge in oil from the Middle East conflict leading traders to position for the possibility of a Federal Reserve interest-rate increase. Short-term notes led last week’s rout, with two-year yields climbing 17 basis points to 3.89%, the highest close since July. Ten-year yields rose 11 basis points to 4.39%, extending their rise since hostilities began to 44 basis points. “It is pandemonium out here,” said Ed Al-Hussainy , a portfolio manager at Columbia Threadneedle Investments. “Right now, the market is in sell-first-ask-questions-later mode.” Treasuries joined a broad decline in global bonds as fears of an escalation in the Iran conflict drove crude prices higher, fueling concern that policymakers may need to raise borrowing costs to contain inflation. The Bank of England and the European Central Bank signaled last week that policy tightening may be warranted, while Fed Chair Jerome Powell said the central bank needs to see more progress on inflation before cutting rates again. Just last month, investors had fully priced in two Fed cuts this year on expectations of a fragile labor market. As the war has dragged on, interest-rate swaps now show traders see about a 30% chance of a hike by October. In addition to monitoring the Middle East turmoil as the week unfolds, investors will parse remarks from Fed officials including Governor Michael Barr and Vice Chair Philip Jefferson . Auctions of five- and seven-year notes will also offer a window into investor demand after the surge in yields. What to Watch • Economic data: Mar. 23: Chicago Fed national activity index; construction spending Mar. 24: ADP weekly employment change; Philadelphia Fed non-manufacturing activity; nonfarm productivity; unit labor costs; S&P Global US PMI; Richmond Fed manufacturing index and business conditions Mar. 25: MBA mortgage applications; import price index; export price index; current ac...

据伊朗塔斯尼姆通讯社22日报道，伊朗伊斯兰议会议长卡利巴夫当天在社交媒体发文称，除了美国军事基地，为美国军费提供资金支持的金融机构也是伊朗“合法打击目标”。卡利巴夫说，伊朗方面正对相关金融资产流动进行监测，并称这是“最后警告”。（新华社） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

The Netherlands’ new prime minister, Rob Jetten, will take part in a dinner with the Dutch king and queen hosted by US President Donald Trump in Washington next month, his aides said on Sunday. Jetten’s presence was confirmed despite criticisms that the centrist made against Trump before he was sworn in as premier on February 23. Dutch King Willem-Alexander and Queen Maxima will visit the United States between April 13 and 15 and during a stop in Washington, Trump invited them to a private dinner and an overnight stay at the White House. Advertisement Jetten will join the dinner, his team told Agence France-Presse, confirming Dutch media reports. The team declined to immediately give further details about the meeting. The 38-year-old became the Netherlands’ youngest prime minister and its first openly gay one, following an election win in October in which his coalition dethroned the far-right Freedom Party (PVV) by a thin margin. Advertisement In late 2024 Jetten described Trump on social media as misogynist and as a criminal who flirted openly with dictators.

Key Points It's common for higher earners to near retirement without any money in a Roth IRA. Doing conversions in your pre-retirement years could be a smart bet. Just be mindful of other implications, like taxes on Social Security and Medicare surcharges. The $23,760 Social Security bonus most retirees completely overlook › There's a reason higher earners tend to reach the end of their careers with little to no money in a Roth IRA. Higher earners are often barred from funding Roth IRAs directly. And for those whose incomes are just below the limit, a traditional IRA might still seem more appealing due to the tax break on contributions. If you're a higher earner who's getting close to retirement, you might assume that your opportunity to fund a Roth IRA has passed. But there's a move you may be able to make in the coming years that allows you to enjoy the benefits of having a Roth IRA in retirement. 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 » Take advantage of lower-income years Even if you were a higher earner for much of your career, you may enter a period of life when your income drops. There's often a window between leaving a job and when required minimum distributions (RMDs) apply to your traditional retirement savings plans. During that time, you may be working part-time or not at all. You may be mostly living on Social Security with supplemental withdrawals from your retirement savings. Either way, if your income is lower for a few years, that gives you an opportunity to do a Roth conversion. If you have a large retirement plan balance, you may be unable to get all of it into a Roth before RMDs become mandatory. But if you can convert at least some of your savings to a Roth IRA, you can benefit from tax-free withdrawals. You'll also shield some of your nest egg from RMDs. Time your Roth...