This article first appeared on GuruFocus. OpenAI is developing a desktop application that combines chat, coding, and web browsing into a single interface. The app is designed to centralize workflows that are currently spread across separate tools, potentially increasing user engagement and time spent within OpenAI's ecosystem. Fidji Simo, OpenAI's CEO of Applications, will lead the effort alongside President Greg Brockman. No launch date has been set. OpenAI launched Atlas last October, released a standaloneCodex desktop app earlier this year, and has continued adding features to ChatGPT. Codex has accumulated more than 2 million weekly active users, with user growth tripling and usage increasing fivefold since January. The competitive pressure remains elevated. Anthropic's Claude and Alphabet's (NASDAQ:GOOGL) Gemini are both pushing deeper into coding and agentic workflows. A unified desktop environment where users can chat, browse, and code without switching applications could increase switching costs and strengthen user retention.

Key Points SoundHound AI is growing its relationships with several key partners. The voice recognition specialist has raised its full-year revenue outlook. 10 stocks we like better than SoundHound AI › SoundHound AI (NASDAQ: SOUN) has been one of the most popular pure-play artificial intelligence (AI) stocks on the market. It has also displayed phenomenal growth and recently reported a blowout quarter. However, the AI investment opportunity isn't measured in months or quarters; it's measured in years. As a result, SoundHound AI investors need to keep their eyes focused on the horizon and consider where the company is heading over the next five years. This will guide them on what to consider doing now for the best returns possible. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » SoundHound AI saw explosive growth in Q2 SoundHound AI combines AI technology with audio recognition, which isn't a new concept. Voice assistants like Siri and Alexa have been around for some time, but their performance has left a lot to be desired. SoundHound is the next iteration of these and has produced results that outperform human counterparts. The company's platform has been widely deployed in restaurant and automotive applications and is expanding to healthcare and financial services. The company is gaining a lot of traction in that last sector and has seven of the top 10 global financial institutions as clients. SoundHound AI revenue rose 217% year over year in the second quarter. It also raised its full-year outlook from about $167 million to $169 million. The company is doing quite well in revenue growth, but its profitability leaves a lot to be desired. In the second quarter, its operating loss totaled $78 million -- or nearly double the $43 million in revenue it generated. This is a key factor for AI investors to understand, since it's unlikely to generate profits for some time with its sole ...

Key Points Jefferies upgraded SolarEdge from "underperform" to "hold" and raised its price target from $30 to $49. SolarEdge stock has tripled over the past year but remains down 81% from five years ago. The upgrade is modest; Jefferies still isn't super enthusiastic about SolarEdge's fundamentals. 10 stocks we like better than SolarEdge Technologies › Shares of SolarEdge Technologies (NASDAQ: SEDG) found a sunny corner of Wall Street on Friday. Boosted by a mildly bullish report from analyst firm Jefferies, the stock peaked at a 16.7% gain just before 11 a.m. ET. As of 11:55 a.m. ET, it had cooled down to a 13% increase. 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 » From "underperform" to "hold" isn't exactly a ringing endorsement Jefferies analyst Julien Dumoulin-Smith lifted SolarEdge's recommendation from "underperform" to "hold." The target price rose from $30 to $49 per share. The upgrade immediately lifted SolarEdge's price above Jefferies' target, with the stock currently trading at $51.59 per share. Dumoulin-Smith cited the Iranian conflict and the resulting energy price boom as a potential catalyst for solar power specialists. When fossil fuels are expensive, it makes sense to pursue alternative energy sources, after all. Two months ago, Jefferies lowered its SolarEdge rating to "underperform" due to unclear market prospects and the simultaneous introduction of new solar power management products from both SolarEdge and chief rival Enphase Energy (NASDAQ: ENPH). Those concerns are taking a backseat to the unexpected war in Iran and the blockade of the crucial Strait of Hormuz oil-shipping channel. Good news, but let's not get carried away Even so, Jefferies isn't exactly pounding the table about SolarEdge. The stock price has tripled over the last 52 weeks, but is still down by a stagg...

QCOM Raises Dividend Amid Strong Cash Flow: Is It Wise to Keep Holding? Bitget

Michael Vi/iStock Editorial via Getty Images Roche ( RHHBY ) ( RHHBF ) has reiterated its plans to continue clinical trials for its anti-myostatin antibody emugrobart (GYM329/RO7204239) in obesity despite mid-stage trial setbacks for the candidate against two rare neuromuscular diseases recently. The Swiss drugmaker announced on Thursday it will discontinue late-stage development of emugrobart in spinal muscular atrophy (SMA) and facioscapulohumeral muscular dystrophy (FSHD) after the drug fell short of its expectations in two mid-stage studies. In a letter to SMA and FSHD communities , the company said that it “made the difficult decision not to advance emugrobart” as the drug failed to improve muscular growth consistently in its Phase 2 MANOEUVRE trial in FSHD and Phase 2/3 MANATEE trial in SMA. The decision was not based on the drug’s safety profile, Roche ( RHHBY ) noted, adding that it will share data from the MANEUVER study at a future medical event. However, citing an e-mailed statement from the company on Friday, Bloomberg reported that the company will continue to assess emugrobart in obesity, where the scientific rationale for the drug remains strong. Obesity is “fundamentally different” from SMA and FSHD, the company said. Two clinical studies for emugrobart are currently underway. A Phase 1 trial is designed to test it in obese or overweight patients with type 2 diabetes. A Phase 2 trial called GYMINDA, designed to evaluate emugrobart with Lilly’s ( LLY ) GLP-1 therapy tirzepatide, is expected to generate initial data this year. More on Roche Holding Roche Vs. Eli Lilly: Nvidia Deals, Obesity Battles Stoke Rivalry (I'd Buy Both) Roche Holding AG (RHHBY) Discusses Phase III Study Results and Updates on Immunology Kidney Pipeline - Slideshow Roche Falters In A Key Breast Cancer Readout Roche deploys Nvidia-powered AI factory for drug development Roche receives CE approval for Elecsys ApoE4 biomarker test

On February 17, 2026, Resolute Capital Asset Partners disclosed a buy of 240,000 shares of The Andersons (ANDE 3.60%), an estimated $11.74 million trade based on quarterly average pricing. What happened According to a SEC filing dated February 17, 2026, Resolute Capital Asset Partners increased its position in The Andersons by 240,000 shares during the fourth quarter. The estimated transaction value was $11.74 million, calculated using the mean unadjusted closing price for the quarter. The overall value of the position rose by $13.03 million, reflecting both the additional shares and price appreciation. What else to know The fund’s stake in The Andersons now represents 7% of 13F AUM following the buy. Top holdings after the filing: NASDAQ:ASND: $18.90 million (9.1% of AUM) NASDAQ:AMZN: $16.42 million (7.9% of AUM) NASDAQ:ANDE: $13.82 million (7% of AUM) NYSE:TPL: $13.07 million (6.3% of AUM) NASDAQ:GOOGL: $9.41 million (4.5% of AUM) As of Friday, The Andersons shares were priced at $66.74, up 53% over the past year and well outperforming the S&P 500, which is instead up about 16% in the same period. Company overview Metric Value Revenue (TTM) $11 billion Net income (TTM) $95.7 million Dividend yield 1.2% Price (as of Friday) $66.74 Company snapshot The Andersons offers grain merchandising, plant nutrients, ethanol production, and related logistics and risk management services. The firm generates revenue by storing, trading, and marketing agricultural commodities, producing renewable fuels, and supplying crop inputs and industrial products. It serves commercial and family farmers, ethanol producers, and industrial clients across the United States and internationally. The Andersons is a diversified agribusiness operating across grain trading, renewables, and plant nutrient segments. The company leverages its integrated platform to provide end-to-end solutions for agricultural supply chains, from commodity origination and risk management to value-added processing and d...

Key Points Resolute Capital added 240,000 shares of The Andersons for an estimated $11.74 million in the fourth quarter. Meanwhile, the quarter-end position value increased by $13.03 million, reflecting both trading and stock price changes. The fund now holds 260,000 shares valued at $13.82 million as of December 31, 2025. 10 stocks we like better than Andersons › On February 17, 2026, Resolute Capital Asset Partners disclosed a buy of 240,000 shares of The Andersons (NASDAQ:ANDE), an estimated $11.74 million trade based on quarterly average pricing. What happened According to a SEC filing dated February 17, 2026, Resolute Capital Asset Partners increased its position in The Andersons by 240,000 shares during the fourth quarter. The estimated transaction value was $11.74 million, calculated using the mean unadjusted closing price for the quarter. The overall value of the position rose by $13.03 million, reflecting both the additional shares and price appreciation. What else to know The fund’s stake in The Andersons now represents 7% of 13F AUM following the buy. Top holdings after the filing: NASDAQ:ASND: $18.90 million (9.1% of AUM) NASDAQ:AMZN: $16.42 million (7.9% of AUM) NASDAQ:ANDE: $13.82 million (7% of AUM) NYSE:TPL: $13.07 million (6.3% of AUM) NASDAQ:GOOGL: $9.41 million (4.5% of AUM) As of Friday, The Andersons shares were priced at $66.74, up 53% over the past year and well outperforming the S&P 500, which is instead up about 16% in the same period. Company overview Metric Value Revenue (TTM) $11 billion Net income (TTM) $95.7 million Dividend yield 1.2% Price (as of Friday) $66.74 Company snapshot The Andersons offers grain merchandising, plant nutrients, ethanol production, and related logistics and risk management services. The firm generates revenue by storing, trading, and marketing agricultural commodities, producing renewable fuels, and supplying crop inputs and industrial products. It serves commercial and family farmers, ethanol producers, and in...

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) looks set to deepen its ties with Amazon (NASDAQ:AMZN), with AWS planning to deploy more than 1 million Nvidia chips and related systems through 2027. This isn't just a one-off order. AWS said it will start rolling out these GPUs this year across its global data centers, using Nvidia's newer Blackwell and Rubin architectures, with deployments continuing over the next few years. But what stands out is the broader scope. Alongside GPUs, the deal also includes networking gear like Spectrum and ConnectX, as well as additional chips designed to handle AI inference more efficiently. That mix is important. As AI models scale, inference is becoming just as demanding as training, and AWS is clearly leaning on Nvidia's full stack to handle that complexity. In fact, the setup involves multiple chips working together rather than relying on a single solution. All of this feeds into a much bigger picture. Nvidia has already pointed to a $1 trillion revenue opportunity tied to Blackwell and Rubin demand through 2027.

mesh cube/iStock via Getty Images As the Middle East war rages on, a key market gauge shows market participants are now bracing for a sharp rise in U.S. inflation over the next year. The market-implied U.S. inflation rate over the next 12 months recently moved above +5%, according to Bloomberg data, with the gauge last around +5.24%, suggesting traders are demanding far more compensation for near-term inflation risk. The jump comes as markets continued to digest war-driven disruptions to global fuel supply and the impact on energy ( CL1:COM ) ( CO1:COM ) costs, with Wall Street ( SP500 ) ( DJI ) on pace for another losing week. Meanwhile, the U.S. Consumer Price Index was +2.4% Y/Y in February, just before the Middle East conflict started jolting oil prices. Breakevens are not a direct prediction of future CPI, but they offer a signal of how inflation risk is being priced. Since Feb. 28, March CPI odds have climbed nearly a full percentage point to +3.3% at press time, according to prediction marketplace Kalshi. Federal Reserve Chair Jerome Powell said this week that while short-term inflation expectations have risen with the oil shock, "most measures of longer-term expectations remain consistent with our 2% inflation goal." Treasury ETFs: ( TLT ), ( TLH ), ( IEF ), ( IEI ), ( SHY ), ( SGOV ), ( SCHO ), and ( BIL ). Inflation Protection ETFs: ( VTIP ), ( TIP ), ( SCHP ), ( STIP ), ( TIPX ), ( SPIP ), ( WIP ), ( GTIP ), ( LQDI ), and ( RINF ). Implied inflation rate from 1-year breakeven (Mike Dorning | Bloomberg) More on Crude Oil Futures, Brent Futures The Market Has Been Too Complacent About The Strait of Hormuz Commodities: LNG Supply Disruptions Now A Long-Term Problem As Iran Hits Qatari Facilities A Look Around Markets In A Scary Post-FOMC Morning - Market Outlook Brent could surpass $130/bbl if the Strait of Hormuz remains closed – analyst Middle East war poses greatest threat to global energy 'in history,' IEA chief tells FT

Companhia Energética de Minas Gerais - CEMIG press release ( CIG ): Q4 Recurring EBITDA: R$1.8B. Recurring net profit of R$1.02B. More on Companhia Energética de Minas Gerais - CEMIG Quant snapshot: Micron, Babcock & Wilcox lead strong buys as Fold Holdings, Alvotech lag Seeking Alpha’s Quant Rating on Companhia Energética de Minas Gerais - CEMIG Historical earnings data for Companhia Energética de Minas Gerais - CEMIG Dividend scorecard for Companhia Energética de Minas Gerais - CEMIG Financial information for Companhia Energética de Minas Gerais - CEMIG

Walmart tops all retailers in the United States when it comes to sales, according to data from Capital One. The retail giant's $675.6 billion in global sales was almost twice as much as second-place Amazon, which came in at $394.1 billion in 2024 sales data. Walmart’s international-only (i.e., ...

AMD vs. Broadcom: Which AI Chip Maker Has Greater Upside Potential? FXLeaders

Getty Images The ProShares Russell 2000 High Income ETF ( ITWO ) is a passively managed exchange-traded fund designed to provide investors with direct exposure to the Russell 2000 Index while earning income through the use of zero days to expiration [0DTE] covered call options. The strategy may be exceptionally appealing to investors that want to gain exposure to the small-cap Index while earning returns in the form of income rather than purely price returns. Given the fund’s appealing performance relative to the underlying Index and the potential for a continued rotation into small-cap stocks, I believe ITWO can present an appealing case as an investment candidate; I am recommending ITWO with a Buy rating. Investment Thesis for ITWO ITWO provides investors with long exposure to the Russell 2000 Index while selling out-of-the-money 0DTE covered calls to provide both upside exposure and income. While covered call strategies typically limit upside exposure, ITWO’s use of 0DTE options minimize theta risk, or the time value of the options, narrowing the window for options to be exercised if the price of the underlying Index were to appreciate above the strike price of the options. Comparing 1-year performance to peer strategies, ITWO has largely outperformed the Russell 2000 synthetic covered call strategy managed by Defiance ETFs ( IWMY ) and the Global X Russell 2000 Covered Call ETF ( RYLD ), which invests in its own Russell 2000 Index fund ( RSSL ). I believe the driving factor for ITWO's performance is that the strategy directly invests in the individual equities tied to the Index, potentially reducing NAV erosion and volatility risk. With respect to the underlying Index, ITWO's out-of-the-money 0DTE covered call strategy provides room for the Index to appreciate before risking a loss on the covered calls. With limited theta risk, this may provide the ETF with a strong buffer to ensure the equity holdings can realize upside potential. Russell 2000 performance chart...

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task. That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss. However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects. Our proprietary system currently recommends Alvopetro Energy Ltd. (ALVOF) as one such stock. This company not only has a favorable Growth Score, but also carries a top Zacks Rank. Research shows that stocks carrying the best growth features consistently beat the market. And returns are even better for stocks that possess the combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy). While there are numerous reasons why the stock of this company is a great growth pick right now, we have highlighted three of the most important factors below: Earnings Growth Earnings growth is arguably the most important factor, as stocks exhibiting exceptionally surging profit levels tend to attract the attention of most investors. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration. While the historical EPS growth rate for Alvopetro Energy is 25.6%, investors should actually focus on the projected growth. The company's EPS is expected to grow 29.5% this year, crushing the industry average, which calls for EPS growth of 21%. Impressive Asset Utilization Ratio Asset utilization ratio -- also known as sales-to-total-assets...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task. In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end. However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects. Our proprietary system currently recommends ASICS Corporation Unsponsored ADR (ASCCY) as one such stock. This company not only has a favorable Growth Score, but also carries a top Zacks Rank. Studies have shown that stocks with the best growth features consistently outperform the market. And returns are even better for stocks that possess the combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy). Here are three of the most important factors that make the stock of this company a great growth pick right now. Earnings Growth Arguably nothing is more important than earnings growth, as surging profit levels is what most investors are after. And for growth investors, double-digit earnings growth is definitely preferable, and often an indication of strong prospects (and stock price gains) for the company under consideration. While the historical EPS growth rate for ASICS Corporation Unsponsored ADR is 73.1%, investors should actually focus on the projected growth. The company's EPS is expected to grow 20.4% this year, crushing the industry average, which calls for EPS growth of 19.3%. Impressive Asset Utilization Ratio Growth investors often overlook asset utilization ratio, also known as sales-to-total-assets (S/TA) ratio, but it is an important feature of a ...

CBS News Announces Fresh Round Of Layoffs As Bari Weiss Buzzsaw Continues After paying Bari Weiss $150 million for The Free Press and hiring her to run their newsroom, CBS News announced a fresh round of layoffs on Friday which will affect over 60 jobs, or 6% of the news division, according to the NY Times . Bari Weiss "Certain parts of this newsroom need to get smaller in order for us to make room for the things that we need to build to remain competitive in the future," said Weiss, who entered the scene last October, during a Friday newsroom-wide conference call. The move follows roughly 100 layoffs last year, while ratings have continued to plummet under Weiss. Today's round includes the entirety of CBS News Radio - a century-old division that "served as the foundation for everything we have built since 1927," said network president Tom Cibrowski in a memo. CBS came under the control of David Ellison, a billionaire tech heir, after his Hollywood studio Skydance absorbed the media giant Paramount last year. The Trump administration approved Mr. Ellison’s purchase after Paramount paid $16 million to settle a suit brought by President Trump against “60 Minutes.” Mr. Ellison said he wanted CBS News to appeal to a centrist audience, and he installed Ms. Weiss, an opinion journalist and critic of the mainstream news media, as its new leader. - NYT According to Weiss and Cibrowski, "it’s no secret that the news business is changing radically, and that we need to change along with it." "New audiences are burgeoning in new places, and we are pressing forward with ambitious plans to grow and invest so that we can be there for them," the memo continues. Weiss told employees that today's layoffs had "absolutely nothing to do with the quality of your work and the way you have poured your heart and soul into this organization," and "simply has everything to do with the times we’re living in." Of course, not that we're shedding a tear - but that $150 million would have kept the...

美伊冲突扰乱全球石油运输、重创能源基础设施，也加剧了市场对冲突长期化的担忧。但通常被视为经济不确定性时期 避险资产 的黄金，却出现了暴跌。 金价本周下跌近 10%，有望创下 43 年来表现最差的一周 ；自冲突爆发以来，金价累计跌幅已达 13%。 在动荡时期，投资者通常会买入黄金，押注其能在通胀飙升、货币贬值或危机来袭时保值。然而，中东冲突引发的能源价格暴涨，正促使全球各国央行重新审视利率前景，而这对黄金走势至关重要。 这场动荡还推动美元反弹，并迫使投资者重新调整持仓。 以下是核心逻辑： 交易员预计美联储今年将维持利率不变，这提升了债券等 生息类资产 的吸引力，而不产生收益的黄金则吸引力下降。 美联储利率对市场影响重大。美联储已连续两次会议按兵不动，据芝加哥商品交易所美联储观察工具显示，交易员已定价今年不会再降息。 去年秋季美联储连续三次降息时，金价曾大幅飙升。如今市场预期美联储利率将在未来数月维持高位，推动债券收益率上行， 持有黄金的机会成本随之上升 。 Fundstrat 经济策略师哈迪卡・辛格表示：“我认为近期金价大跌中，收益率走高起到了重要作用。” 不仅是美联储，全球各国央行都在因伊朗战争与能源价格扰动调整政策利率。通胀担忧迫使央行维持利率不变，部分央行如澳大利亚联储甚至选择加息。 美元本月反弹，导致以美元计价的黄金对国际投资者而言相对更贵。 美元走势是影响金价的另一关键因素。 美元走弱通常利好黄金，因为这会让全球投资者买入黄金的成本更低。 自伊朗战争爆发以来，美元已上涨 2.2%，终结了长达数月的跌势。美元反弹正在压制黄金的吸引力。 避险需求、对通胀的担忧以及加息预期共同推高了美元，这也是市场发出的另一信号：交易员担忧伊朗战争可能冲击全球经济。 黄金此前数月涨幅巨大，当前炒作情绪有所降温；投资者也可能在卖出黄金，以弥补其他资产的亏损。 在过去两年持续大涨后，黄金的上涨动能正在消退。 2025 年黄金大涨 64%，创下 1979 年以来最佳年度表现，并在今年 1 月首次触及每金衡盎司 5000 美元。 至少目前来看，市场狂热正在退潮。周五金价约为每金衡盎司 4570 美元，回吐了过去两个月的全部涨幅。 黄金此前的暴涨一定程度上受到散户投资者追涨推动，近期走势更像网红概念股，而非传统避险资产。 荷兰国际 集团（ING）策略师在报告中称：“上涨动能已经消退，部分投...

美国官员表示，自对伊朗军事行动开始以来，已有232名美军士兵受伤，其中多数为创伤性脑损伤（TBI），约207人已重返岗位，另有10人伤势严重。（央视） 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。

AMD Relies on a Rich Partner Base to Drive Sales: More Upside Ahead? The Globe and Mail

Javier Ballester/iStock via Getty Images Invesco KBW Bank ETF ( KBWB ) for many does not need any explanation. And I too, in fact, when I think of an ETF that describes the systemic banking sector, I immediately think of this one. And I do it today as well; however, with two concerns that I just can’t get over: the contraction of the spread between long and short Treasury maturities, and the potential widening of credit spreads, with specific reference to the emerging issues in the private credit market. I talk about it here, but first… What is KBWB KBWB is a direct proxy ETF of the U.S. financial system that replicates the KBW Nasdaq Bank Index with a passive approach and a full replication modified market cap weighted method. The companies selected by the index are primarily engaged in U.S. banking activities , companies with market caps between ~7.7B and ~855B, therefore with a strong predominance of the large-cap component. KBWB: profile (Seeking Alpha) It has an expense ratio of 0.35%, a negligible bid/ask spread, and a turnover of 10%, which makes the ETF relatively stable with a tracking error within the 3% threshold. KBWB: turnover (Seeking Alpha) Among the sources of performance, in addition to capital appreciation, KBWB has a non-negligible dividend, with a 30-day SEC yield of 2.22%. A dividend that I personally do not consider particularly distinctive, because it still appears to be lower than the median reported by SA, but also growing at a rate less than half compared to the other ETFs selected by SA. KBWB: dividend grade (Seeking Alpha) Holding distribution What I notice from reading the holding distribution is that KBWB instead offers a tight and selective exposure to a precise block of U.S. banks. In fact, despite there being constraints (8% per single holding and a max of 5 holdings at that limit), it is a highly concentrated ETF on large-cap banks (and some regional banks). The top 10 holdings represent over 60% of the ETF, and the top 20 are 96%. ...

Super Micro Computer shares plunged after federal prosecutors unsealed an indictment against Yih-Shyan “Wally” Liaw, a senior vice president and board member at the server maker. Liaw resigned from Super Micro once before, amid an accounting scandal. Liaw co-founded Super Micro in 1993 alongside Super Micro Chairman and Chief Executive Charles Liang and Liang’s wife, Sara Liu, another co-founder who is a senior vice president and director.

Zhi Xiong Lee/iStock via Getty Images Boeing (NYSE: BA ) has lost around 8% of its value since the start of the year with the war in Iran providing broader pressure for industrial stocks. Boeing’s share price is now closing in on the $200 level and down over 4% since my last report . While I remain bullish on Boeing, there definitely are some uncertainties that may provide a triple blow to Boeing if a de-escalation does not occur soon. Oil Prices Are A Double Edged Sword For Boeing With each iteration or new generation of airplanes incorporating innovations in aero engine technology, aerodynamics and materials, airplanes tend to get 15-30 percent more fuel efficient per seat. When oil prices are high, so are jet fuel prices and that means that fuel consumption multiplied by the high dollar value of jet fuel yields high total savings. When oil prices are low, we generally see airlines deferring new airplane deliveries as capital cost do not weigh favorably against savings on fuel and maintenance costs. When fuel prices are high, the value proposition of new airplanes strengthens. However, the appeal for new airplanes is not solely supported by the input costs for jet fuel. More than that, the engine behind demand for airplanes is economic growth and that is where high oil and gas prices may play a negative role at this point. Oil prices in some way are also an indicator of the state of the economy, when oil prices are low demand is low and macroeconomic growth may be weak. When oil prices are high, it is not necessarily an indication that macroeconomic growth is high. As is the case now, the macroeconomic outlook is not very strong but supply has simply been cut off and those high oil prices may result in cost of living increasing and macroeconomic growth to taper. So, high fuel prices may erode the economic growth pillar supporting airplane demand. We are currently also seeing that airlines are hiking prices. So, consumers get squeezed from both sides. On one hand, ...

Web hosting platform WordPress.com is making a change that could impact the web’s makeup. The company announced Friday that it will now allow AI agents to draft, edit, and publish content on customers’ websites, as well as manage comments, update and fix metadata, organize content with tags and categories. All of this is controlled through an interface where the website’s owner explains what they want to do using natural language commands. With these new capabilities, websites could be almost entirely created and run via AI agents controlled by humans. This lowers the barrier to setting up and maintaining websites; it may also help fill the web with content no longer written by people, but by machines. As a publishing platform, WordPress powers over 43% of all websites on the internet. The hosted version at WordPress.com represents only a small fraction of that total. Still, its network of websites has a sizable footprint, seeing 20 billion pageviews and 409 million unique visitors every month. Image Credits:WordPress.com The new AI capabilities follows the introduction of MCP support on WordPress.com last fall. MCP, or Model Context Protocol, is a newer standard that allows applications to provide context to large language models (LLMs). With WordPress.com’s MCP support, AI assistants have been able to connect to the platform to give customers visibility into their site’s content, settings, and analytics from their preferred AI app, like Claude Desktop, Cursor, VS Code, or others. Now, WordPress.com will allow AI agents to not only read the site’s content but also create posts, landing pages, About pages as well as make structural changes. Image Credits:WordPress.com At launch, the AI agents will also be able to approve, reply to, and clean up comments; create, rename, and restructure categories and tags across the site; and fix alt text, captions, and titles to improve the site’s SEO. These changes and others are all tracked through the site’s Activity Log, the co...

JHVEPhoto Lincoln National ( LNC ) is seeking a reinsurance transaction that would move billions of dollars of life insurance reserves off its balance sheet, according to a media report on Friday. The company, which operates as Lincoln Financial Group, is in talks with other life insurers to backstop ~$5B of life policies, Bloomberg News reported , citing people familiar with the matter. That could include so-called universal life with secondary guarantee policies, some of the people said. Those policies keep coverage from lapsing if certain conditions are met, regardless of their value. In a statement to Bloomberg, Lincoln ( LNC ) said it's "focused on improving the free-cash profile" of its life insurance business, including risk transfers. " We are always open to exploring these options, but to clarify, we are not committed to any specific transaction." Lincoln National ( LNC ) stock rose 0.6% in midday trading. More on Lincoln National Lincoln National Corporation: High Yield Plus Capital Appreciation Lincoln National: Positioned To Withstand Private Credit Challenges Lincoln National: Valuation And Fundamentals In Sync Outweigh Technical Caution Lincoln National outlines continued growth in spread-based annuity balances and targets higher free cash flow conversion

The cult Australian film-maker Jamie Blanks has died aged 54. He was best known for Urban Legend, the 1998 horror starring Jared Leto, Alicia Witt and Joshua Jackson. On Friday morning, Blanks’ family issued a statement on X announcing his death: “It is with great sadness that we confirm our beloved Jamie passed away suddenly at his home in Melbourne, Australia, on Monday. “His death was unexpected, despite some ill health in recent years,” they wrote. “It comes at a time when Jamie was preparing to direct another film. He was still very active supporting other film-makers and developing his own projects.” Born in Melbourne, Blanks’ breakout came with Urban Legend, a pulpy slasher about a series of murders on a New England college campus. The film was a hit, grossing more than $70m worldwide and inspiring two sequels: 2000’s Urban Legends: Final Cut, and the 2005 direct-to-video reboot Urban Legends: Bloody Mary, starring Kate Mara. Blanks followed up Urban Legend with the 2001 horror Valentine, which saw actors David Boreanaz, Denise Richards and Katherine Heigl pursued by a knife wielding killer who wears a cupid mask. It fared less well commercially, but the film has become a cult favorite. Blanks followed Valentine by directing the 2007 Australian horror Storm Warning and 2008’s Long Weekend, a remake of the 1970s film of the same name that starred The Passion of the Christ’s Jim Caviezel. In his later years, Blanks focused on composing and soundtracked films including the 2012 sci-fi movie Crawlspace and the 2025 indie slasher What Are You Afraid Of? Blanks was considered to direct 1990s horror classics including Scream and I Know What You Did Last Summer, but lost out on both opportunities to more seasoned directors. On his film-making style, Blanks told an interviewer: “I tried to learn a lot from John Carpenter in terms of keeping things simple, I tried to learn a lot from Sam Raimi about how to keep things fun, and I tried to learn a lot from Kathryn Bigelo...

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“Sorrows they come not in single spies but in battalions.” Keir Starmer might nod along to that line from Hamlet this weekend. Every single one of the difficulties for the government is converging in the fall out from the Iran war. A consequence of this energy shock is that inflation will rise. A month ago everyone was debating when the Bank of England would cut rates. Now traders are pricing in multiple rate rises this year and whereas at the start of this re-evaluation, wise observers thought they were being overly skittish, now even cool-headed analysts wonder if they may be right. The UK already had high energy costs in peacetime, now in war time the screw is tightening. The government had worked hard to build back up a fiscal buffer but that is being squeezed not only by higher borrowing costs — today 10 year gilts reached their highest level since the start of the financial crisis in 2008 — but by demands to support the poorest with their energy bills. This afternoon, Cornwall Insights forecast a 20% surge in the energy price cap over the summer. Morwenna Coniam has a must-read analysis below on the day in bonds. One of Starmer’s cabinet ministers came out yesterday to urge her government to relax their fiscal rules to enable more borrowing — something that would-be leadership contender Angela Rayner recently reassured investors a Labour government would not do. This talk of relaxing the fiscal rules is one of the elements making the markets so anxious today . Lastly, as we’ve written so many times — these demands on the public purse come on top of the need for more defence spending. All in, I suspect the PM will welcome the distraction of his beloved Arsenal playing in a Wembley final. But I also wonder if the scale of this crisis could actually protect Keir Starmer even if May’s elections are bad — “it’s no time for a novice” and all. The excellent guide here sets out the sheer supernova of consequences already flowing around the globe from the strikes this ...

格隆汇3月21日丨当地时间3月20日，美国官员表示，自对伊朗军事行动开始以来，已有232名美军士兵受伤，其中多数为创伤性脑损伤（TBI），约207人已重返岗位，另有10人伤势严重。

Arseniy45 Brent Crude oil ( CO1:COM ) and gasoline prices ( XB1:COM ) are likely to trade in a higher range for the long term as a result of the Iran war, according to Tobin Marcus, head of policy and politics at Wolfe Research. Marcus told CNBC that the conflict’s focus on the Strait of Hormuz and the difficulty of reopening it militarily point toward a prolonged confrontation with significant economic consequences. Marcus explained that market participants expect elevated energy prices due to permanent damage to regional infrastructure and geopolitical uncertainty. “The long-term impact is likely to still have Brent in a higher trading range, gas in a higher trading range based on both that permanent damage to infrastructure,” he said, pointing to the Iranian strike on Qatar gas fields that “is going to take years to fully restore their production.” Without total regime change and stability, Marcus noted that increased demand for inventory and preparation for future disruptions will keep prices elevated. Marcus warned that withdrawing before demonstrating the ability to reopen the strait militarily would create a dangerous precedent, noting that Iran is “openly speculating about trying to use this as a tollbooth going forward either to extract money or to extract geopolitical concessions.” Current market conditions have not yet reached the point where they would force a policy change from the administration, according to Marcus. With the stock market still only 5% off all-time highs and oil prices ( CL1:COM ), ( CO1:COM ) settling in the $90 to $100 range, he suggested U.S. President Donald Trump’s “strike price” for intervention remains far beyond current levels. “These are not great outcomes, but they’re not the kind of thing that’s going to force the president to make what he thinks is a militarily unwise” decision, Marcus said. Marcus expressed skepticism about more optimistic assessments, including those from former Secretary of State Mike Pompeo, regarding t...

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