古装剧《逐玉》成了影视圈最热的“瓜”， 剧集开播即爆。但在这场流量狂欢背后，其实还藏着一盘更大的“资本局”：《逐玉》出品方之一浙江东阳浩瀚影视的大股东华谊兄弟，正站在退市边缘。 2026年3月，古装剧《逐玉》成了影视圈最热的“瓜”。 剧集开播即爆，播放量、热搜、话题度一路狂飙，张凌赫、田曦薇这对“田作之赫”CP也迅速出圈，成了开年最热的话题组合。 ▲ 但在这场流量狂欢背后，其实还藏着一盘更大的“资本局”：《逐玉》出品方之一浙江东阳浩瀚影视的大股东华谊兄弟，正站在退市边缘， 2018年至2024年，华谊兄弟的净亏损分别为11.69亿元、39.78亿元、10.48亿元、2.46亿元、9.81亿元、5.39亿元和2.85亿元，七年累计亏损超82亿元。 如今几乎把翻身的希望全部押在了这部爆款剧上。 与此同时，该公司其余明星股东也早已悄然入局，化身幕后投资人，不必亲自上阵拍戏，也能随着剧集爆红分得一杯羹。 ▲ 一边是华谊孤注一掷的“救命稻草”，一边是明星股东稳坐分红席位，《逐玉》掀起的这场爆款狂欢，看起来比剧情还要精彩。 1.华谊押注《逐玉》搏翻盘，退市边缘盼一部剧续命 对华谊兄弟来说，2025年依旧不好过。根据华谊兄弟2026年1月30日披露的《2025年年度业绩预告》以及3月13日发布的风险提示公告，公司预计2025年归母净利润亏损2.89亿元至4.07亿元。 这意味着曾经风光无限的“影视一哥”已经连续第八年亏损，累计亏损金额超过80亿元。 ▲ 更让市场紧张的是净资产状况。公告显示， 经初步测算，公司2025年期末净资产为-9400万元至+6300万元（未经审计）， 几乎就在“正负之间”徘徊。如果最终审计结果落入负值区间，根据《深圳证券交易所创业板股票上市规则》，公司股票将被实施退市风险警示。换句话说，华谊兄弟如今已经站在退市悬崖边缘。 ▲ 而回头看华谊兄弟的过往，其实颇有几分“从巅峰跌落”的戏剧感。 早年间，华谊手握冯小刚、张艺谋等顶级导演资源，《唐山大地震》《狄仁杰》系列等作品一度撑起国产电影票房的半壁江山，几乎是影视行业的风向标。但2018年前后，随着行业环境变化以及公司此前激进扩张带来的后遗症逐渐显现，华谊的经营压力开始迅速累积。 财务数据也说明了一切。 截至2025年三季度末，华谊兄弟资产总额约26.17亿元，而负债却高达22.94亿元，资产负债率更是高达87....

当地时间3月17日，苹果公司CEO蒂姆·库克接受媒体采访时，正面回应了外界流传的退休猜测，他明确表示卸任说法纯属传闻。 库克说：“不，我没说过那样的话，从来没有。这只是外界流传的谣言。我深爱自己的工作。28 年前我加入苹果，从那天起，我热爱在这里的每一天。我们经历过起伏，但共事的伙伴们无比优秀。他们激发了我最好的一面，我也希望能成就他们。我无法想象没有苹果的人生。” 此前有媒体爆料，苹果已在为库克2026年卸任做准备，加之库克去年已到65岁常规退休年龄，市场对苹果高层更迭的猜测愈演愈烈。苹果硬件工程高级副总裁John Ternus被视为最有可能的接班人。长期关注苹果公司动向的科技记者古尔曼在1月透露，苹果公司扩大了John Ternus的职权范围。 自去年年底以来，苹果高管层经历了一轮密集动荡：一周内接连失去AI负责人约翰·吉安纳德里（John Giannandrea）、首席法务官。今年1月，苹果Safari浏览器的首席设计师Marco Triverio又跳槽至AI浏览器Dia开发商。这些一定程度上影响了苹果管理团队的稳定，也引发市场对库克管理风格是否适应AI时代的质疑。 4月1日苹果公司将迎来50周年纪念日。库克此次公开否认退休，目的在于稳定军心，缓解投资者对公司战略连续性的担忧。 在此次采访中，库克还谈及苹果的发展规划，强调AI技术“意义深远”，并为公司“隐私为先”的技术理念辩护；对于美国关税政策，他表示公司正“密切关注事态发展”。 据悉，苹果今年将推出首款折叠屏iPhone以及AI眼镜，还计划推出至少三款全新的 Ultra 级别设备，覆盖iPhone、AirPods、MacBook三大核心产品线，其中MacBook产品线的全新旗舰，将迎来两大历史性突破，搭载系列首款OLED显示屏，并首次加入触控屏功能，标志着苹果笔记本在显示与交互体验上的重大升级。 作为执掌苹果超过15年的掌舵人，库克自2011年接替乔布斯以来，带领苹果实现了市值的跨越式增长，构建起涵盖硬件、软件、服务的完整生态。公司市值已达3.73万亿美元（截至3月17日收盘），是科技行业的标杆之一。 但随着AI技术成为科技行业竞争的核心赛道，苹果在该领域的进展相对迟缓，去年未能兑现Siri全面升级的承诺，转而商讨由谷歌托管新版Siri，这一举措也遭到分析师批评，认为其可能加深对竞争对手的依赖。 当地时间1...

The market has been volatile since the start of the U.S.-Israel and Iran war. This year through March 13, the S&P 500 index has dropped 3.1%. That may have some people on edge. But investing in consistent dividend-paying stocks over the long haul is a good way to counteract the market's ups and downs. Colgate-Palmolive (CL 0.40%) and American States Water (AWR 1.45%) top my list. In fact, they have each raised dividends annually for more than 50 years. Those that have built this impressive track record belong to a special group of companies called Dividend Kings. Looking ahead, these two kings are the quintessential long-term equity holdings for dividend-seeking investors. 1. Colgate-Palmolive Colgate-Palmolive has paid a dividend since 1895. Even better, the company recently announced it would raise the quarterly payout by a penny to $0.53, making it 63 straight years with an increase. Colgate-Palmolive generates most of its sales from its oral, personal, and home care division. The company sells everyday items like toothbrushes, toothpaste, soap, deodorant, dishwashing detergents, and household cleaners. It has a stable of popular brands, including Colgate, Irish Spring, Palmolive, Speed Stick, and Ajax, that command high market shares. This kind of dependable business produces plenty of free cash flow (FCF), or operating cash flow minus capital expenditures, allowing the company to easily afford the dividend payouts. Colgate-Palmolive generated FCF of $3.6 billion. That gave the company plenty of cushion to pay the $1.8 billion in dividends. Expand NYSE : CL Colgate-Palmolive Today's Change ( -0.40 %) $ -0.36 Current Price $ 89.94 Key Data Points Market Cap $72B Day's Range $ 89.66 - $ 91.48 52wk Range $ 74.55 - $ 99.33 Volume 5.2M Avg Vol 6.8M Gross Margin 60.11 % Dividend Yield 2.31 % At the new dividend rate, Colgate-Palmolive's stock has a 2.4% dividend yield. That's about double the S&P 500's 1.2% yield. 2. American States Water American States Water has pai...

Key Points Coca-Cola has raised its payouts every year for more than six decades. Home Depot places a high priority on dividend payments. 10 stocks we like better than Coca-Cola › Many investors appreciate receiving dividends. After all, paying out a portion of the profit is one of the most direct ways that companies can reward their shareholders. However, if you're an income-focused investor, it's important to buy shares of companies that can afford to both sustainably pay dividends and invest in their businesses to ensure continued growth. It's not enough for a business to pay a high dividend if it can't remain competitive in the long run. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » These two companies top my list of dividend-paying stocks that investors should consider making core parts of their long-term portfolios. In fact, I can't see selling either one. 1. Coca-Cola Coca-Cola (NYSE: KO) sold its first beverage in 1886, and now you can find its products in more than 200 countries around the world. Its offerings extend well beyond soda to waters, juices, teas, and dairy and plant-based beverages, among others. While its days of rapid growth appear to be behind it, Coca-Cola continues to generate steadily higher revenues. In the third quarter, the company's top line, adjusted to remove the impacts of foreign-currency shifts and acquisitions and divestitures, increased by 6%. That gain was due to a combination of higher prices and a changing sales mix. Ideally, higher volume would contribute. Nonetheless, that's not worrisome in the long run since the stagnation on that front is likely attributable to people feeling stressed by high costs in general and concerns about macroeconomic headwinds. The company will likely emerge stronger once economic conditions improve, since Coca-Cola continues to gain market share. Meanwhile, it produces plen...

阿里雲人工智能(AI)服務加價，加幅最多達三成四。 阿里雲官網發文，指因全球人工智能需求爆發，供應鏈漲價，產業核心硬體採購成本顯著上漲，將於四月十八日起，對人工智能算力等服務價格進行調整，算力卡、人工智能算力、文件存儲等產品，上調幅度介乎半成至三成四。 有報道指，今次加價主要由於，阿里雲的人工智能模型的用量突然暴漲，今年一至三月業務增速，創下歷史最高。 另外，集團會將有限的算力資源，分配予用量大增的業務。

美国联邦储备委员会官员本周举行为期两天的政策会议，而伊朗战争引发的油价冲击可能会进一步加剧美联储内部在利率路径上的分歧。 堪萨斯联储前行长埃丝特・乔治在接受采访时表示：“我希望他们不要再纠结于何时重启降息，因为在我看来，通胀走势及其他因素本就充满不确定性。” “现在不是去研判中性利率水平的时候，因为当前经济中有太多因素可能朝不同方向发展。” 几周前，美联储内部的核心争论还是利率距离中性水平还有多远——中性利率指的是既不刺激也不抑制经济增长的基准利率水平。 当时美联储官员看到，经济受到退税、低油价、就业市场趋稳以及关税影响消退等因素的支撑。去年秋季美联储已三次降息以稳定就业市场，许多委员倾向于暂时按兵不动，观察后续走势。美联储主席鲍威尔曾表示，当前利率已处于中性利率预估区间内。 如今形势正在转变，而走势很大程度上将取决于伊朗战争持续多久、高油价将维持多久。特朗普近期表态前后矛盾：一方面称伊朗战争将“很快结束”，另一方面又表示美军的军事行动仍将继续。他还称，阻止伊朗拥有核武器比国内油价更为重要。 乔治表示：“即便冲突在一两个月内得到解决，高油价的滞后影响也将持续到今年秋季。” 她补充说，消费者支出占美国经济增长的70%，而过去五年物价上涨已令消费者承压，只需很小的冲击就可能导致支出回落。 通胀依然顽固 油价冲击叠加之下，美国通胀已连续五年高于美联储2%的目标，过去一年关税又进一步推高物价。美联储青睐的通胀指标——剔除波动较大的能源和食品价格的个人消费支出（PCE）物价指数年初仍居高不下，达到3.1%，主要受服务业价格上涨推动。伊朗战争爆发前的2月，消费者物价指数（CPI）同比涨幅为2.5%。 不过，威尔明顿信托首席经济学家卢克・蒂利表示，他认为美联储内部的讨论将转向货币政策是否应变得更为宽松，也就是将利率降至中性水平以下。 “研究表明，油价持续高企对经济增长的风险大于对通胀的风险。”蒂利称，“美联储将采取谨慎立场，兼顾通胀上行风险和增长下行风险。” 蒂利估算，如果油价在三个月内维持在每桶100美元，美国经济将接近陷入衰退。 “油价从短期飙升转为持续三个月高位，对经济的拖累会越来越大。” 但前圣路易斯联储行长、现任普渡大学商学院院长吉姆・布拉德目前并不太担心油价冲击的影响，因为美国已从石油净进口国转变为净出口国。 “美国石油足以自给自足。从这个角度看，油价冲击对美国经济的...

3月18日，据报道，印力集团执行总裁兼上海城市商业公司董事长姚海波确认离职，目前正在办理工作交接，其后续职业方向暂未对外披露。 据介绍，姚海波于2017年加入印力集团，先后操盘七宝万科广场（现七宝领展广场）、南翔印象城MEGA等标杆项目，并于2025年晋升为集团执行总裁。在其主导下，印力上海区域布局项目超30个，管理面积逾280万平方米。 信息显示，截至2025年底，印力集团全国管理商业项目超220个，覆盖55个城市，管理总面积近1500万平方米，资产规模近1000亿元。姚海波离职前全面负责上海区域商业运营、拓展与战略规划，推动形成“重资产自持+轻资产输出”并行的发展模式。 本文来自观点网，36氪经授权发布。

格隆汇3月18日｜中银证券研报指出，深南电路AI、通信、汽车三轮驱动PCB高增，封装基板加速突破。深南电路2025年营收236.47亿元，YoY+32%；毛利率28.3%，YoY+3.5pcts；归母净利润32.76亿元，YoY+74%。根据Prismark数据，2025~2030年全球PCB市场规模有望从852亿美元增长至1,233亿美元，CAGR约8%，其中18层及以上多层板、HDI板增速明显高于行业水平，主要得益于数据中心、高速网络通信等需求的高增长。认为公司有望充分受益于AI算力基础设施硬件相关产品的快速发展趋势。AI、通信、汽车三轮驱动，产能释放支撑PCB业务高增长；技术突破与客户导入加速，封装基板业务实现高增长。公司2025年业绩高增，AI、通信、汽车三轮驱动PCB业务高增长。封装基板技术突破和客户导入加速。维持“买入”评级。

格隆汇3月18日｜百度智能云今日发布AI算力、存储等产品调价公告。其中，AI算力相关产品服务：上调约5%-30%；并行文件存储等：上调约30%。上述价格自2026年4月18日00:00(北京时间)起执行。

【导读】AGI，究竟如何评判？刚刚，谷歌DeepMind发出重磅论文，直接从认知科学「借」了一套度量衡——把通用智能拆成10大认知能力，配一套三阶段评估协议，还联合Kaggle砸了20万美金，向全球研究者悬赏：谁能测出真正的AGI？ 如今的AGI，究竟到达哪一站了？ 就在刚刚，谷歌DeepMind给出了AGI的终极度量衡！ 这篇名为《Measuring Progress Toward AGI: A Cognitive Framework》的论文，核心主张只有一句话：别再争AGI是什么了，先把 怎么测 这件事搞清楚。 论文地址：https://storage.googleapis.com/deepmind-media/DeepMind.com/Blog/measuring-progress-toward-agi/measuring-progress-toward-agi-a-cognitive-framework.pdf 具体来说，AGI的评估被细化为10个关键的认知领域，包括感知、生成、注意力、学习、记忆、推理、元认知、执行功能、问题解决以及社会认知。 同时，谷歌DeepMind还想全球开发者，发起一场20万美元的Kaggle黑客松。 黑客松则是把出题权直接交给全球研究者——框架我搭好了，你们来帮忙造考卷。 从「AGI分级」到「AGI体检」 这不是DeepMind第一次尝试给AGI画路线图。 2023年，同一个团队发表了著名的「Levels of AGI」框架，把通往AGI的路拆成了5个性能等级。 从「新手」（Emerging）到「超人」（Superhuman），同时定义了6个自主性等级，从「纯工具」到「完全自主」。 那篇论文的影响力很大，它给了整个行业一套共同语言，就像自动驾驶领域的L1到L5一样，让大家至少能在同一个坐标系里对话。 但它留下了一个巨大的空白：台阶画好了，怎么测每一级？ 新论文就是来补这个缺口的。 10大认知能力：给通用智能画一张地图 它的核心，是一套把通用智能拆解为10种关键认知能力的「认知分类法」（Cognitive Taxonomy）。 具体来说，要想评估AI和人类认知能力之间到底差多少，第一步就是要搞清楚：人类的认知都包括哪些关键过程。 过去很多年里，心理学、神经科学和认知科学通过做实验、脑成像、研究病例、以及建立模型等方式，已经积累了大量...

Apexium Financial LP lessened its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 2.2% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 239,070 shares of the iPhone maker's stock after selling 5,428 shares during the period. Apple makes up 3.0% of Apexium Financial LP's holdings, making the stock its 5th largest position. Apexium Financial LP's holdings in Apple were worth $60,874,000 at the end of the most recent quarter. Get Apple alerts: Sign Up Other institutional investors have also modified their holdings of the company. Vanguard Group Inc. lifted its holdings in Apple by 1.1% in the 2nd quarter. Vanguard Group Inc. now owns 1,415,932,804 shares of the iPhone maker's stock valued at $290,506,933,000 after acquiring an additional 15,141,995 shares during the last quarter. State Street Corp boosted its position in shares of Apple by 0.9% during the 2nd quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker's stock valued at $123,358,461,000 after purchasing an additional 5,224,229 shares in the last quarter. Geode Capital Management LLC grew its stake in shares of Apple by 1.4% in the 2nd quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker's stock worth $72,506,336,000 after purchasing an additional 4,942,638 shares during the last quarter. Norges Bank bought a new stake in shares of Apple in the 2nd quarter worth approximately $38,942,255,000. Finally, Northern Trust Corp raised its holdings in shares of Apple by 13.3% in the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock worth $42,918,365,000 after purchasing an additional 20,079,472 shares in the last quarter. Institutional investors and hedge funds own 67.73% of the company's stock. Apple News Summary Here are the key news stories impacting Apple this week: Apple Trading Up 0.6% Shares of NASDAQ AAPL opened at $254.23 on Wednesday. The company h...

今天的大型视觉语言模型（VLM）做离线视频分析很强，但一到实时场景就尴尬： 视频在往前走，模型还在“补作业”。 监控告警、机器人交互、自动驾驶——这些任务要的是 边看边想 ，不是 看完再想 。 为此，越来越多的方法采用“帧文交错”的方式实现流式感知视频，即：“看一会，说一会”。 这样的方式看起来够用，是因为模型“想得短”。 一旦引入Chain-of-Thought，推理变得更加复杂：模型一思考就占着生成通道不放，新的帧进不来；打断会丢思路，不打断就会过时。 宁波东方理工大学/宁波数字孪生（东方理工）研究院沈晓宇团队的研究提出TaYS，并给出一个明确结论： 要让VLM真正具备实时视频推理能力，必须从“帧文交错”切换到“并行”。 研究论文： 《Think-as-You-See: Streaming Chain-of-Thought Reasoning for Large Vision-Language Models》 目前，该论文已被 CVPR 2026 接收。 为什么现在的推理系统不适合实时视频？ 主流VLM视频推理系统基本沿用同一套逻辑： 完整视频→统一编码→开始推理→输出答案 。 这在离线任务没问题，但在流式视频里会出现两个硬伤： 1. 延迟不可控 ：视频越长，首字输出（TTFT）越慢，交互直接崩。 2. 证据错配 ：推理发生在“很久以后”，早期线索被长序列淹没，容易漂移甚至幻觉。 为了解决这一问题，一些工作实现“帧文交错”的推理范式，在和原有图文交错的预训练范式对齐的基础上提高视频感知的实时性，但多数仍是串行流水——处理完一帧才轮到推理一步，算力利用率低。 问题还不止于此：复杂视频理解往往需要Chain-of-Thought 在面对很多如选择题等只需要输出单个或几个token的任务，可能“帧文交错”的流式推理形式可以有效解决——毕竟decode只占据极少的时间，但很多视频理解任务并不是简单的目标识别，而是需要 多步推理 ： 因果事件推断 （为什么发生） 行为意图理解 长时序事件归纳 复杂交互分析 这些任务往往需要模型生成一段 连续的推理过程 ，而不是直接输出答案，因此，CoT也早已在文本推理、图片理解、离线视频理解中占据重要地位。 看起来，把它应用到流式视频理解非常自然，但问题在于： CoT会显著拉长推理时间。 在现有架构下，一旦模型进入长时间的CoT推理： 新...

百度智能云今日发布AI算力、存储等产品调价公告。受全球人工智能应用快速发展影响，算力需求持续攀升。核心硬件及相关基础设施成本出现显著上涨。为保障平台长期稳定运行与服务质量，对部分产品价格进行结构性优化。其中，AI算力相关产品服务：上调约5%-30%；并行文件存储等：上调约30%。上述价格自2026年4月18日 00:00（北京时间） 起执行。

【导读】十亿参数单细胞基础模型scLong不再只看少数高表达基因，而是把一个细胞里接近 2.8 万个基因 都纳入建模，并结合 Gene Ontology（GO） 的生物学知识，去理解更完整的基因上下文。 在单细胞转录组学领域，研究者希望从每个细胞的基因表达中读出细胞状态、调控关系，甚至预测当某个基因被敲除、某种药物被加入后，细胞会发生什么变化。 过去几年，foundation model（基础模型）开始进入这一领域，显示出强大的迁移能力；但长期以来，现有方法往往为了节省计算，只关注少量高表达基因，忽略了大量低表达甚至零表达基因，同时也缺少对外部基因功能知识的系统整合。这不仅会丢失重要调控信号，也容易让模型对复杂生物过程「只见树木，不见森林」。 近日，MBZUAI、加州大学圣地亚哥分校（UC San Diego）等机构联合团队在 Nature Communications 发表研究成果scLong。 论文链接：https://www.nature.com/articles/s41467-026-69102-y 这是一种拥有10亿参数的单细胞基础模型，基于约4800万个细胞进行预训练，能够在整个人类转录组范围内对约27874个基因建模，并将GO（Gene Ontology） 提供的结构化生物学知识融入模型中。 论文报告显示，scLong在遗传扰动预测、化学扰动预测、癌症药物反应预测、基因调控网络推断等多项任务上，均优于现有单细胞基础模型和多种任务专用模型。 研究背景 为什么单细胞领域需要一个「更长」的模型？ 因为一个细胞并不是只由少数几个「明星基因」决定的。很多现有模型只在约 1500 到 2000 个高表达基因上做 self-attention，这样确实更省算力，但代价是：大量低表达基因被排除在外。 而这些低表达基因虽然「声音不大」，却常常扮演调控开关、信号微调器，甚至在稀有细胞类型、应激反应、疾病进展中发挥关键作用。 换句话说，过去很多模型更像是在读「摘要」，而不是在读「全文」。 另一个问题是，单靠表达矩阵本身，模型未必能真正理解「这个基因是干什么的」。 而Gene Ontology恰恰提供了基因在生物过程（Biological Process）、分子功能（Molecular Function）、细胞组分（Cellular Component）上的结构化知识。过去很...

近日，有消息称，碧桂园正在“大规模召回离职员工”。3月18日，碧桂园方面回应时代财经称，公司的人才任用始终围绕业务实际需求，从内部三好人才、优秀员工返聘、外部人才社招等多渠道综合选拔。“公司建立了常态化内部管理制度检视机制，每年会结合经营实际与管理需求，对现有制度进行检视优化。本次《离职人员返聘管理办法》的调整，即是已有制度的常规修订更新，并非新出台政策。” 在3月举行的月度管理会上，董事会主席杨惠妍明确将2026年定位为“公司从保交房向正常经营转段的最关键一年”，未来3-5年则是厚积薄发的重要时期，要求各区域项目扎实完成各阶段任务，为二次成长筑牢底盘。 本文来自微信公众号 “时代财经APP” ，作者：梁争誉，36氪经授权发布。

Seeking Alpha (Seeking Alpha) More on Hello Group Hello Group beats top-line and bottom-line estimates; gives Q1 revenue outlook Seeking Alpha’s Quant Rating on Hello Group Historical earnings data for Hello Group Dividend scorecard for Hello Group Financial information for Hello Group

The mother of a young woman who was admitted to hospital told the BBC she was "absolutely shocked" when she discovered her daughter had meningitis. Khali Goodwin's daughter Keeleigh, a 21-year-old restaurant worker, collapsed in her Canterbury flat on Saturday night and was taken to hospital by her flatmate. Keeleigh was told she had meningitis. She was given antibiotics and is now starting to feel better. Her mother said she had known Keeleigh was feeling unwell, but said meningitis "hadn't even been on my radar". She paid tribute to Keeleigh's flatmate for "saving her life".

Rolling coverage of the latest economic and financial news Good morning, and welcome to our rolling coverage of business, the financial markets and the world economy. The conflict in the Middle East continues to grip the markets, as ship traffic through the strait of Hormuz continues to be slowed by the crisis. This morning, oil is sharply down on news that Iraq signed a deal to resume oil exports via Turkey, bypassing the Strait of Hormuz, while Saudi Arabia is also rerouting exports toward the Red Sea. The region is reorganizing, preparing for the possibility of a prolonged conflict. Restoring oil exports fully will take time, and we may soon see physical-market shortages — likely keeping oil prices under upward pressure. Yet, as flows adapt to alternative routes, the initial surge in oil prices seen at the start of the war could ease. There is also a bit more calm in markets at the moment and a small hint that there is a decoupling from the price of oil as the last 24 hours have seen more positive risk markets and lower [bond] yields. 10am GMT: Eurozone inflation report for February 12.30pm GMT: US producer prices inflation (PPI) report for February 1.45pm GMT: Bank of Canada interest rate decision 6pm GMT: US Federal Reserve interest rate decision 6.30pm GMT: Federal Reserve press conference Continue reading...

Achmea Investment Management B.V. raised its stake in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 23.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 317,559 shares of the wireless technology company's stock after purchasing an additional 60,566 shares during the quarter. Qualcomm accounts for 0.7% of Achmea Investment Management B.V.'s portfolio, making the stock its 29th biggest position. Achmea Investment Management B.V.'s holdings in Qualcomm were worth $52,829,000 as of its most recent filing with the SEC. Get Qualcomm alerts: Sign Up Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC raised its stake in shares of Qualcomm by 116.6% during the fourth quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company's stock valued at $2,666,000 after acquiring an additional 9,343 shares during the last quarter. Revolve Wealth Partners LLC raised its position in Qualcomm by 15.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company's stock valued at $391,000 after purchasing an additional 340 shares during the last quarter. Sivia Capital Partners LLC raised its position in Qualcomm by 44.3% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company's stock valued at $530,000 after purchasing an additional 1,020 shares during the last quarter. Symphony Financial Ltd. Co. purchased a new stake in Qualcomm in the 2nd quarter worth approximately $19,587,000. Finally, Raiffeisen Bank International AG grew its position in shares of Qualcomm by 8.0% in the 2nd quarter. Raiffeisen Bank International AG now owns 21,657 shares of the wireless technology company's stock worth $3,392,000 after buying an additional 1,603 shares during the last quarter. Hedge funds and other institutional investors own 74.35% of the company's stock. Inside...

Sundry Photography Coupang ( CPNG ) partnered with Nvidia to build an “AI factory” aimed at transforming e-commerce logistics through advanced artificial intelligence. The collaboration combines Coupang’s ( CPNG ) in-house Coupang Intelligent Cloud with Nvidia’s ( NVDA ) DGX SuperPOD systems to create a self-service AI ecosystem for developers. The Seattle-based company ( CPNG ) is also supporting Nvidia ( NVDA ) as a launch partner for Dynamo, the open source software for agentic inference. “Coupang's business is centered on fulfilling our 'Rocket Delivery’ promise to customers — providing them with an unprecedented combination of speed, selection and price,” said Ashish Suryavanshi, Coupang’s VP of Engineering. More on Coupang Coupang, Inc. (CPNG) Q4 2025 Earnings Call Transcript Coupang, Inc. 2025 Q4 - Results - Earnings Call Presentation Coupang: Data Breach Costs Two Years Insider trades: Bank of America, Visa among notable names this week Coupang outlines 2026 EBITDA margin disruption and targets 5–10% Q1 revenue growth amid data breach recovery

记者从峰岹科技（688279）方面求证获悉，公司将于2026年4月1日起对在售产品进行价格调整，实际涨幅以具体产品为准，“暂不存在统一涨价5%或10%的做法”。对于涨价原因，其相关人士表示，“近期行业产能供应依旧紧张，原价格已无法支撑后续产能保障和产品交付。接下来是否会继续涨价，还要看具体的市场情况。”注：公司主要产品为电机驱动控制专用芯片。(科创板日报)

Key Points Social Security's maximum benefit this year is $5,251, and it could rise in future years. You need a lengthy work history and a delayed claim to score the highest possible payday. Even if you meet those criteria, you might fall short on getting the max benefit for another reason. The $23,760 Social Security bonus most retirees completely overlook › You'll often hear that it's very difficult to live on Social Security benefits alone in retirement. And if your monthly payday is similar to the average retirement benefit today, that may be the case. The average Social Security retirement benefit as of February 2026 is about $2,076. On the other hand, Social Security's maximum monthly benefit in 2026 is $5,251. 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 » When we multiply $2,076 by 12 months, we get an annual income of about $25,000. But when multiply the program's max monthly benefit by 12, we get about $63,000. By the time some people reach retirement, their homes are paid off, they don't have debt, and their needs are fairly minimal. So it would be pretty fair to say that it's possible to live on Social Security alone if the program is paying you $63,000 a year. But claiming Social Security's maximum monthly benefit is not an easy thing to do. There are three steps you need to take to score that benefit, and one of them in particular may be out of your hands. The three steps to scoring the highest possible Social Security benefit If you want Social Security's highest monthly benefit, you need to do these three things: Work for at least 35 years Delay your claim until age 70 Earn the equivalent of the annual Social Security wage cap or more for 35 years Working 35 years is pretty doable if you get your first job in your 20s. That even allows for a few years off by the time you reach age...

Insiders are selling CoreWeave and two other big-name stocks. However, the changing pace of CRWV's insider sales is more interesting than the trades themselves.