Jacob Wackerhausen/iStock via Getty Images Investment Outlook EverCommerce ( EVCM ) reported its Q4 and full-year 2025 financial results , beating quarterly revenue estimates but missing EPS expectations. I previously analyzed EVCM in November 2025 with a " Sell " outlook due to increasing revenue challenges. While management is expecting to launch various AI-driven initiatives in 2026, revenue continues to be challenged, and investors won’t know about the success of its AI efforts until late 2026 or early 2027. While I remain in a wait-and-see mode on EVCM until management can prove its AI-driven approach, I'm upgrading the stock to a neutral "Hold" for patient investors on the potential for better days ahead. EverCommerce’s Market And Approach EverCommerce provides a field service and commerce software platform aimed primarily at the verticals of home services, healthcare service providers, and, to a lesser extent, the wellness service industry. The company's three platform pillars are: EverPro - Home service providers EverHealth - Healthcare service providers EverWell - Wellness businesses The worldwide field service management software market was an estimated $5.1 billion in 2025 and was expected to reach nearly $9.2 billion by 2030, per a market research report by MarketsAndMarkets. If achieved, this growth would represent a CAGR of 12.5% from 2026 to 2030, a robust rate of growth. Vendors are providing a wide variety of software options, with recent integration of generative AI capabilities among them. Demand growth is due to organizations needing to better optimize service delivery, workforce management, and operational visibility in the process. The chart below is a modified SWOT of the current market dynamics of the industry: Seeking Alpha Major competitors or industry players include the following: Housecall Pro ServiceTitan ( TTAN ) Tebra Simpro ServiceNow ( NOW ) Salesforce ( CRM ) FieldEdge NextGen athenahealth Zenoti Major tech firm ‘bundlers’ Manual p...

Key Points Blackstone has a remarkable record of investing in private credit. Brookfield owns one of the best credit investment platforms. Private credit is a small part of KKR's business. 10 stocks we like better than Brookfield Corporation › Brookfield (NYSE: BN), Blackstone (NYSE: BX), and KKR (NYSE: KKR) are three of the biggest alternative asset managers in the world. Brookfield and Blackstone have over $1 trillion in assets under management (AUM), while KKR ended last year with $744 billion in AUM. They invest in private equity, real estate, infrastructure, and private credit. The high-profile bankruptcies of private credit borrowers First Brands and Tricolor late last year caused issues for private credit manager Blue Owl and raised concerns that a wave of defaults could hit the private credit sector. That has weighed on the share prices of Brookfield, Blackstone, and KKR, which have invested heavily in private credit. Both Blackstone and KKR are down about 43.5% from their 52-week highs, while Brookfield shares are off about 22%. I think the sell-off is a buying opportunity, which is why I've been loading up on these top financial stocks. 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 » What is private credit? Banks have pulled back on lending over the years due to industry consolidation, increased regulation, and higher capital requirements. That has opened the door for non-bank financial companies to fill the gap by lending directly to companies. These private loans tend to be riskier, which is why banks aren't originating them. Default rates of private credit funds hit a record 9.2% last year, up from a record 8.1% in 2024. However, they have higher interest rates than other credit investments, compensating lenders for their higher risk profiles. Several alternative investment managers h...

据报道，美国谷歌（GOOG）公司近日派出一个团队，专门来中国大陆地区考察一种对美国人工智能（885728）技术发展相当重要的产品，即用于数据中心服务器冷却的液冷设备。尽管谷歌（GOOG）方面尚未公开谈及此事，但有了解谷歌（GOOG）公司此次行程的知情人士透露，谷歌（GOOG）派出的一个采购团队正在中国大陆地区考察多家生产这种产品的公司，并就采购事宜与相关企业进行会谈。(环球时报)

格隆汇3月17日｜美国谷歌公司近日派出一个团队，专门来中国大陆地区考察一种对美国人工智能技术发展相当重要的产品，即用于数据中心服务器冷却的液冷设备。尽管谷歌方面尚未公开谈及此事，但有了解谷歌公司此次行程的知情人士透露，谷歌派出的一个采购团队正在中国大陆地区考察多家生产这种产品的公司，并就采购事宜与相关企业进行会谈。

Getty Images Natera, Inc. ( NTRA ) is a diagnostic company that provides molecular testing services. The company's offerings include oncology, women’s health, and organ health. Its strongest segment is oncology, particularly minimal residual disease monitoring (MRD). In 2025, NTRA implemented new product launches, obtained new Medicare coverages, and advanced its pipeline for early cancer detection. Additionally, the company acquired Foresight Diagnostics, which strengthened the company’s position in lymphoma. And, on balance, I feel the company is well-positioned to grow rapidly with its oncology tests, which is why I ultimately rate the stock a “Buy” at these levels. Molecular Diagnostics Natera, Inc. is a molecular diagnostics company offering genetic testing in oncology, women’s health, and organ health. They were founded back in 2004 and are currently headquartered in Austin, Texas. They also operate from CLIA-certified labs in Austin, San Carlos, California, and Boulder, Colorado. Interestingly, NTRA’s clinical testing volumes have been steadily increasing since 2023, and its business appears healthy as well, which is why I felt it was worthwhile covering them. Source: Natera, Inc. Website. Retrieved March 2026. As a quick overview, NTRA’s main oncology product is called Signatera , which uses circulating tumor DNA (ctDNA). This way, they can find and measure cancer that remains in the body using evaluation of minimal residual disease (MRD) to check for recurrence, and also for treatment monitoring. Other tests include Latitude , a tissue-free MRD test for detecting leftover colorectal cancer. Similarly, NTRA’s Altera is a tumor profiling test to better understand tumor biology and guide treatment, and Empower is another type of hereditary cancer risk test. Empower screens for genes linked to inherited cancer risk, covering over 12 cancer types and up to 81 genes, such as those related to breast, ovarian, uterine, colorectal, gastric, prostate, pancreatic, mel...

REalloys (NASDAQ: ALOY) was featured in a market commentary published by OilPrice.com and authored by Michael Kern, which examines how China’s control over rare earth metallization continues to underpin critical global technology supply chains supporting companies including Micron Technology Inc. (NASDAQ: MU), Advanced Micro Devices Inc. (NASDAQ: AMD), International Business Machines Corporation (NYSE: IBM), Oracle Corporation (NYSE: ORCL) and Meta Platforms Inc. (NASDAQ: META). The report highlights REalloys’ efforts to reestablish North American metallization capacity through its Ohio operations, addressing a key gap in converting rare earth oxides into high-purity metals and alloys essential for permanent magnet production. The commentary emphasizes the dependence of trillion-dollar industries such as electric vehicles, consumer electronics, robotics and artificial intelligence on rare earth magnet systems, while noting increasing U.S. government focus on rebuilding domestic supply chains through contracts and financing initiatives. It further outlines how REalloys’ scaling efforts, alongside broader ecosystem developments, could support growing demand as major technology companies continue expanding AI infrastructure, semiconductor manufacturing and data center capacity. Credit: OilPrice.com, Michael Kern. To view the full press release, visit https://ibn.fm/9X66E About REalloys Inc. REalloys Inc. is advancing a fully integrated North American mine-to-magnet supply chain encompassing upstream resource development, midstream processing, and downstream manufacturing. REalloys’ upstream foundation includes its Hoidas Lake rare-earth asset in Saskatchewan and a diversified network of allied feedstock and recycling partners. Together with the Saskatchewan Research Council, REalloys is building a platform to scale North American heavy rare earth midstream separation, refining, and metallization capabilities—creating a coordinated system that processes and converts hea...

is a reviewer covering laptops and the occasional gadget. He spent over 15 years in the photography industry before joining The Verge as a deals writer in 2021. Posts from this author will be added to your daily email digest and your homepage feed. Intel has a pair of new flagship CPUs coming to a variety of pricey gaming laptops: the Core Ultra 9 290 HX Plus and Core Ultra 7 270HX Plus. The Arrow Lake Refresh chips sport 24 cores / 24 threads and 20 cores / 20 threads, respectively. Like Intel’s recently announced desktop CPUs, the new Plus models for laptops are “pushed further for enthusiasts,” and also feature the Intel Binary Optimization Tool that can improve native performance “in select games.” Previous Next 1 / 2 The key features of Intel’s new Arrow Lake Refresh laptop chips. Image: Intel Intel’s Josh Newman states that the new chips “deliver meaningful, real‑world performance gains so users can experience smoother gameplay, faster creation workflows, and more responsive workstation performance.” There aren’t a ton of details so far in Intel’s reference materials (like the performance of the 270HX Plus) but with what Intel claims is an eight percent increase in gaming performance, it’s only a modest gain for the flagship 290HX Plus over the last-gen Core Ultra 9 285HX. For someone with a four-year-old processor like the “Alder Lake” Core i9-12900HX (16 cores / 24 threads), Intel claims a 62 percent uplift in 1080p gaming on high settings. Previous Next 1 / 2 Image: Intel It’s a similar story with creative apps: Intel’s slide deck and charts claim the 290HX Plus scores seven percent higher than the 285HX on Cinebench 2026 single thread performance, and 30 percent higher than the i9-12900HX. Intel doesn’t have any equivalent tests or claims for the Core Ultra 7 270HX Plus. Previous Next 1 / 2 Image: Intel The 290HX Plus charts show test results on an MSI Titan 18, a gaming laptop costing nearly $6,000. I reviewed the Titan 18 with Intel’s 285HX chip and an R...

Kast is also an admirer of Trump and the two appear poised to align on several issues including undocumented migration. As well as co-opting a number of the US president's policies, Kast's supporters have been seen wearing red "Make Chile Great Again" caps - a nod to Trump's own Maga hats.

Suphanat Khumsap GPS jamming and spoofing by Iran have intensified dramatically since the outbreak of conflict in the Middle East, creating critical vulnerabilities for both commercial aviation and military operations, according to Jack Hidary, CEO of SandboxAQ. In an interview with CNBC, Hidary warned that Iran is now receiving access to China’s Beidou satellite navigation system, enabling greater accuracy in missile strikes and targeting across the region. Hidary explained that spoofing poses an even greater danger than jamming because it sends false signals from land-based towers rather than simply blocking navigation. “If you’re flying in a plane at five, six hundred kilometers an hour… you can find yourself in enemy territory very, very quickly,” he said. Pilots have resorted to manual techniques—toggling GPS signals on and off to prevent their inertial navigation systems from being fooled—but Hidary noted this approach is “not sustainable and not scalable.” The scope of the problem extends well beyond the current conflict. Over the past year, there have been 41,000 incidents of GPS malfunction across the Gulf, Europe, and other regions. Even EU President Ursula von der Leyen’s plane was targeted by a state-sponsored actor approximately six months ago, resulting in significant navigational difficulties during flight. While Iran’s use of Chinese Beidou technology provides a temporary tactical advantage, Hidary expressed confidence that Western forces will eventually neutralize it. “The U.S. and its allies will crack that signal, and that signal will be rendered useless as well,” he said, emphasizing that any satellite-based system remains inherently vulnerable. As a solution, SandboxAQ has developed AQNav, a magnetic navigation technology that uses the Earth’s unique magnetic fingerprint to guide aircraft and drones. “This is not jammable, not spoofable, because it’s a self-contained air-gapped unit on the plane or on the drone,” Hidary explained. The technology...

Joe_Potato/iStock Editorial via Getty Images In the current, uncertain and highly volatile macroeconomic environment, I believe that Kimberly-Clark ( KMB ) could be a safe haven to hide. There are three primary reasons why I believe so: First, the firm is active in the consumer staples sector, and within that in the household products industry. Despite consumer confidence being low, people are still going to buy essential products, which are needed for their everyday life. This is well-demonstrated by their organic growth figures. Second, not only the revenue growth was appealing in the prior year, but also the firm's ability to increase its profitability and efficiency. Margins expanded and the cash conversion cycle shortened. At the same time, leverage was also reduced. Last, but not least, the firm's valuation also appears attractive. I decided to use a dividend discount model to assess the valuation, as the firm is a reliable dividend payer, which has paid quarterly dividends for more than 5 decades, and even managed to increase these payments each year. Let us dive deeper into these points. 1. Revenue growth KMB achieved organic revenue growth both in the most recent quarter and in fiscal 2025 as a whole. This growth was primarily driven by the favourable volume and mix, partially offset by the price. Organic growth (Kimberly-Clark) In times of low consumer confidence, when people consider price as one of the key factors when making purchases, I find KMB's strategy appealing. By focusing less on price increases, they managed to increase their volumes significantly, leading to an overall organic growth. Let us break down these results by segments now. In the international personal care segment, KMB posted a 4.5% organic growth in Q4 and an operating profit growth of 20.6%. These were primarily led by the significant share gains across the markets in China, South Korea, Brazil, Indonesia and Australia. The firm is still committed to spend meaningful amount of CAP...

Nike ( NKE ) announced its first-ever hardware collaboration with Apple's ( AAPL ) Beats line. A co-branded, limited-edition version of the Powerbeats Pro 2 will mark the first time Beats has put another brand's logo on its hardware, with the Nike ( NKE ) Swoosh on the right earbud and the Beats “b” on the left. The earbuds use Nike's ( NKE ) high-energy “Volt” yellow as the primary color, paired with a matte black, Volt-speckled charging case that displays Nike's ( NKE ) "Just Do It" slogan printed inside the lid. Core tech included adaptive active noise cancelling, transparency mode, up to roughly 45 hours of battery life with the case, and IPX4-rated sweat and water resistance for workouts. The earbuds also add built-in heart-rate monitoring that syncs with Apple's ( AAPL ) Fitness app and the Nike ( NKE ) Run Club experience, with heart-rate features available on both Apple and Android and deeper integration for iPhone users via the Apple Fitness ecosystem. Longtime Beats ambassador Lebron James will be part of the marketing campaign. "This isn't just a new colorway; it’s a collision of two brands that define performance, culture, and sports—the attributes of today’s athlete," stated Beats CMO Chris Thorne. "By placing the Swoosh on our hardware for the first time, we’re honoring the shared DNA of Beats and Nike—and celebrating ambassadors like LeBron James who embody both," he added. The new product is scheduled to be released around March 20, with the same $250 price as the regular version. More on Nike Nike's Comeback: How 'Win Now' Will Put The Swoosh Back On Top Nike's Profit Issues Push It Back A Step (Downgrade) Nike: 'Win Now,' Buy Later (Rating Downgrade) Nike drops for the seventh straight session Is Nike getting ready to chuck Converse?

Meiwu Technology ( WNW ) has signed an agreement with investors for the purchase and sale of 6,999,996 ordinary shares at $2 per share via a registered direct offering. The company also issued warrants to buy ~7M shares at $2 each, valid for 1 year from the date of issuance. Gross proceeds were expected to be ~$14M, with the transaction expected to close on or about March 18, 2026. Meiwu Technology ( WNW ) shares plunged ~69% to $0.67 in intraday trading from a previous close of $2.15. More on Meiwu Technology Company Financial information for Meiwu Technology Company

據報內地限制紅籌企業來港上市。 《彭博》引述消息報道，近期監管部門與多家計劃上市的企業溝通，建議企業拆除紅籌結構，即於境外成立控股公司，主要業務或資產於內地。若堅持使用紅籌結構，須解釋並證明有關必要性。有關安排目的是要防止資本外流。 對於有關傳聞，中國證監會回應《彭博》，表明有個別紅籌企業接到拆除架構的通知，是正常的監管要求，應予以正確解讀。 監管機構較為關注，部分紅籌企業股權透明度低，合規風險相對較高。中證監強調，始終積極支持企業，依法合規赴香港等境外市場上市。根據監管規定，內地企業赴香港上市前，須向中證監履行境外上市備案程序。

ajijchan/iStock Editorial via Getty Images I have covered TORM plc ( TRMD ) before , where I outlined the investment thesis in detail and explained why I considered it a compelling buy. Since then, the stock has returned 25%, though it peaked at 55% a couple of weeks ago. I believe that the current correction is overdone and reiterate my buy rating. Background TORM plc is one of the largest publicly listed product tanker companies, operating the third-largest fleet in the segment. The company focuses on transporting refined petroleum products such as gasoline, diesel, and jet fuel through a fleet of LR and MR tankers. While the majority of vessels are MR, they represent around half of the DWT due to the smaller size. Author Although TORM operates one of the older fleets among listed tanker companies, its operational performance is exceptional, often outperforming peers with younger fleets. A large portion of the fleet is equipped with scrubbers, which help reduce fuel costs and maintain competitiveness despite the higher average vessel age. Author Despite the older fleet, TORM tends to outperform peers in all segments. This has allowed TORM to generate strong cash flows and position itself as the highest-quality company in the sector with one of the best returns. Another key element of the company and one of the main reasons for the stock's usual premium over peers is its capital allocation. The company distributes a large portion of earnings through dividends, typically between 70 and 80 percent of profits. In fact, in Q4 the payout was even higher at 82%. Our approach to shareholder returns remain clear, disciplined and consistent. We continue to distribute excess liquidity on a quarterly basis while maintaining a prudent financial buffer to safeguard the balance sheet. For Q4, this has resulted in a declared dividend of $0.70 per share, corresponding to a payout ratio of 82%. This is fully aligned with our free cash flow and debt -- after debt repayments and refl...

The gamble turned out well. He raised his three children in the house and still lives there today. Cuban said the purchase became what he later described as one of the rare moments where he allowed himself a spontaneous splurge. "I'd never seen the house," Cuban said in the interview. "I saw some pictures." The home that cost $25 million to build could be purchased for $12.5 million. Cuban had never toured the property and had only seen a few photos when the offer came through. Trending: Explore Jeff Bezos-backed Arrived Homes and see how investors are earning passive rental income — now with a limited-time 1% bonus match for new investors. The owner had kept most of his wealth tied up in stocks and had never sold shares to lock in gains. When the market collapsed, the financial pressure quickly followed. The property reportedly cost about $25 million to build. The family lived there for only eight months before the stock market crashed. "The guy who owned it spent three years building it," Cuban said. "This was their dream house, he and his wife and his whole family." The opportunity came through Martin Woodall, a partner from Cuban's early software company MicroSolutions. The house had taken years to complete and was meant to be the centerpiece of a family's life. In an interview with GQ in 2022, Cuban described how he ended up buying the mansion where he still lives today for roughly half of what it cost to build. The property had been a $25 million dream home built for a family that lost everything when the market turned. But once, Cuban applied that exact same logic… to something just a little bigger. A mansion. The billionaire entrepreneur has spent years preaching a really simple rule: if you use it and it's on sale, buy as much as you can. Most of the time, that means stocking up on toothpaste, deodorant, and anything else you'll definitely use. Mark Cuban doesn't just like a good deal—he kind of lives for it. Even if the "item" on sale happens to be a 24,00...

Benjamin Fanjoy/Getty Images News Nvidia's ( NVDA ) GTC 2026 event has featured an exhaustive list of companies partnering with the Jensen Huang-led company on a diverse array of projects. By day two of GTC, many of those partners' stocks were trending higher as Nvidia's ever-growing ecosystem continues to flourish. For example, Hewlett Packard Enterprise ( HPE ) revealed its Alletra Storage MP X10000 , which is the first Nvidia-certified storage object-based platform, along with several other products slated to come out later this year. "Our industry leadership across cloud, networking, and AI enables organizations to operationalize AI securely, efficiently, and at an unprecedented scale," said HPE CEO Antonio Neri. "Together with Nvidia, HPE delivers turnkey AI factories and networks that transform AI ambitions into real enterprise value." HPE shares were up 1% during Tuesday trading. IBM ( IBM ) announced an expanded collaboration with Nvidia to advance AI for enterprises. "IBM pioneered enterprise computing and data processing six decades ago—and today they are redefining it for the AI era," Huang said. "Data is the ground truth that gives AI context and meaning. Together with IBM, we are bringing CUDA GPU acceleration directly into the data layer—turning analytics and document processing from bottlenecks into real-time intelligence engines." IBM was up 1.5% during Tuesday trading. STMicroelectronics ( STM ) expanded its collaboration with Nvidia ( NVDA ) to accelerate the global development and adoption of “physical AI” systems, targeting applications ranging from humanoid robots to industrial automation. It was up 1.3%. Texas Instruments ( TXN ) unveiled a complete 800V direct current power architecture for next-generation AI data centers built with the Nvidia 800 VDC reference design. Its shares had inched up 0.2%. Adobe ( ADBE ) shares were up 2% by noon trading on Tuesday after it revealed it will use Nvidia's advanced computing technology and libraries to ...

NARIN EUNGSUWAT/iStock via Getty Images Traders are pricing in a 44% chance of a rate hike by the European Central Bank (ECB) in 2026, as the Middle East crisis has triggered an oil shock across the region. The odds of a rise in interest rates significantly jumped after U.S. and Israel struck Iran at the end of the last month. "In a tail-risk scenario whereby the full supply disruption (of oil) lasts until May, we even pencil in an ECB hike. But also, in this scenario, we end the year with lower rates," Seeking Alpha analyst ING Economic and Financial Analysis said. In its last meeting, the ECB held its interest rates steady for a fifth meeting, with the deposit rate kept at 2%, as widely expected. On the other side of the world, the Reserve Bank of Australia increased its cash rate by 25 basis points to 4.1% in March 2026, following a hike in February, in line with market expectations. The U.S. is also seeing a steady rise in the possibility of a rate hike in the year. Chances of an increase in interest rates stood at 17% on Polymarket. More related stories U.S. Tariffs: A New Trade War? EWG: Amid Fracturing Global Order, Germany Must Rise To The Occasion EWA: Australian Financials May Struggle With A Flattening Yield Curve European markets mixed as Middle East tensions persist Reserve Bank of Australia delivers back-to-back cash rate hikes to 4.1% at its March 2026 meeting

NVIDIA Corporation NVDA is strengthening its position in the artificial intelligence (AI) compute market with the launch of its Vera Rubin platform. The new architecture reflects a shift from selling standalone chips to delivering full-stack AI infrastructure, combining central processing units (CPUs), graphics processing units (GPUs), networking and storage into tightly integrated systems. Vera Rubin is designed to handle every phase of AI workloads, including training, post-training and real-time inference. This matters because AI demand is evolving quickly, with enterprises increasingly focusing on agentic AI and inference-driven applications. These workloads require higher efficiency and faster processing, areas where NVIDIA is aiming to lead. The platform is believed to provide a superior performance than NVIDIA’s Blackwell platform. The company claims that Vera Rubin can reduce the number of GPUs needed for large models and significantly lower inference costs compared with the Blackwell architecture. This improves performance per watt, a critical factor as data centers face power constraints. Lower costs and higher efficiency make NVIDIA’s solutions more attractive to hyperscalers and enterprises. Major cloud providers and AI developers are expected to adopt Vera Rubin, reinforcing NVIDIA’s role as the default platform for AI workloads. Its CUDA software ecosystem further strengthens switching costs, making it difficult for competitors to displace its technology. We believe that the Vera Rubin platform will become a key revenue growth driver for NVIDIA’s Compute segment, just like its Blackwell platform. Revenues from the Compute segment grew 58% year over year to $51.33 billion in the fourth quarter of fiscal 2026. The adoption of Vera Rubin will continue to boost this segment’s top-line performance. The Zacks Consensus Estimate for the Compute segment’s fiscal 2026 revenues is pegged at $260 billion, indicating a year-over-year increase of 60%. NVIDIA’s Comp...

作者：大卫・戈德曼 3 月 11 日，一位消费者在迈阿密一家杂货店购物。易腐食品价格可能是首批上涨的消费品之一。 伊朗事实上封锁了霍尔木兹海峡，导致全球 20% 的石油供应受阻 。但这还不是全部。 近几周，石油和汽油占据了所有新闻头条，原因显而易见：燃料价格飙升，加油站出现价格冲击 —— 这是许多通勤者和司机无法避免的。与此同时，我们在商店购买的商品都要通过卡车、轮船或飞机运输，而这些交通工具都使用柴油，油价上涨已让柴油成本大幅攀升。 但霍尔木兹海峡的封锁也限制了 其他商品 的运输。这些商品可能会推高消费者和企业的成本，影响范围远超加油站，形成 通胀双重打击 。 食品 首批上涨的消费品中就包括食品，尤其是乳制品、水果、蔬菜、鱼类和肉类等易腐食品。目前涨幅尚不明确，但你或许已经有所察觉。 未来几周乃至数月，食品价格可能会 进一步上涨 ，原因还涉及另一项关键成本： 化肥 。 中东是尿素的主要供应地，尿素是一种结晶态氮肥，全球绝大多数化肥都会使用。据战略与国际研究中心数据，全球约 35% 的尿素 、超过 20% 的化肥 都要经过霍尔木兹海峡运输。 这可能在未来几周冲击美国农户，而时机尤为糟糕，因为种植季即将到来。 氦气 据美国地质调查局数据，全球 超过四分之一的氦气 产自卡塔尔，并经霍尔木兹海峡运输。 过去几年，AI 芯片的巨大需求已导致全球氦气短缺。氦气用于冷却芯片生产设备。这就是为什么你会发现一些派对用品店氦气缺货，或者充气价格贵得离谱。 部分芯片本就供应紧张，预计今年晚些时候会导致智能手机和电脑涨价。如果行业再无法获得氦气，问题将 雪上加霜 。 据美国国家科学、工程和医学研究院介绍，氦气也是医疗领域的关键物资，用于冷却核磁共振（MRI）设备。相关行业已通过回收氦气、转向其他货源等方式应对，但医疗检测费用最终仍可能上涨。 铝 受特朗普政府关税影响，铝价本已走高，而近期霍尔木兹海峡封锁又将铝价推至 四年高位 。 全球约 20% 的原铝 来自中东。铝被大量用于建筑材料，可能会让本就高企的住房建筑成本进一步上升。 天然气 美国天然气价格已从冬季高位大幅回落，但仍高于往年水平。美国的电力供应 主要依靠天然气 。 但在欧洲和亚洲，天然气价格 暴涨 ，战争爆发以来已 翻倍 。这可能推高全球天然气价格，并增加对美国液化天然气的需求，使美国国内价格维持在较高水平。 塑料与化工品 原油...

The apparent docking of two light US combat ships in Penang over the weekend has raised eyebrows among Malaysian government critics regarding the country’s position on the US-Israel war on Iran, and questions over the deployment of de-mining vessels thousands of miles from the conflict zone. The USS Tulsa and USS Santa Barbara were seen on Sunday at the North Butterworth Container Terminal, according to social media images and the Financial Times, which cited a US Fifth Fleet spokesperson confirming “brief logistical stops” in Malaysia. Tracking data from the Marine Traffic website showed the vessels in the Strait of Malacca on Tuesday, heading away from the flashpoint Strait of Hormuz, a crucial global energy gateway that Iran says it has mined and US President Donald Trump wants reopened. Advertisement The presence of the vessels, which the US Navy says are fitted with mine-countermeasure capabilities, comes as the Hormuz closure heightens tensions between the US, its allies and other nations dependent on the waterway for their energy supplies. The neck of water next to Iran carries a fifth of the world’s oil and gas. Advertisement But container traffic has come to a standstill after ships – including the Thai-flagged Mayuree Naree – were targeted by drones and other missiles from Iran, which has declared the strait closed.

美国共和党参议员格雷厄姆发文称：“我刚刚和美国总统特朗普谈过，我们的欧洲盟友不愿提供资源来维护霍尔木兹海峡的畅通，而这恰恰对欧洲的益处远大于美国。我这辈子都没听过他这么生气。考虑到事关重大，我也感同身受。我们的盟友竟然傲慢地认为，伊朗拥有核武器无关紧要，阻止伊朗获得核武器是我们的军事行动，而不是他们的，这种说法简直令人发指。事实证明，欧洲遏制伊朗核野心的策略彻底失败了。在维护霍尔木兹海峡畅通方面提供的支持不足，其后果将波及欧洲和美国，而且影响深远。我一直认为自己非常支持联盟，但在面临如此严峻的考验之际，我不禁开始质疑这些联盟的价值。我相信，有这种想法的参议员绝不止我一个。”

NVIDIA (NASDAQ:NVDA - Get Free Report)'s stock had its "buy" rating reaffirmed by stock analysts at TD Cowen in a report issued on Tuesday,Benzinga reports. They presently have a $235.00 price objective on the computer hardware maker's stock. TD Cowen's price objective suggests a potential upside of 29.17% from the company's previous close. Get NVIDIA alerts: Sign Up Several other brokerages have also recently issued reports on NVDA. Deutsche Bank Aktiengesellschaft raised their target price on shares of NVIDIA from $180.00 to $215.00 and gave the stock a "hold" rating in a report on Thursday, November 20th. Macquarie Infrastructure raised shares of NVIDIA to an "outperform" rating in a research report on Monday, December 29th. Oppenheimer reissued an "outperform" rating and issued a $265.00 price target on shares of NVIDIA in a report on Thursday, February 26th. Wells Fargo & Company restated an "overweight" rating on shares of NVIDIA in a research report on Monday, December 29th. Finally, BNP Paribas Exane increased their target price on shares of NVIDIA from $260.00 to $270.00 and gave the stock an "outperform" rating in a report on Thursday, February 26th. Four equities research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and two have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Buy" and an average target price of $274.21. Get Our Latest Stock Analysis on NVIDIA NVIDIA Trading Down 0.7% Shares of NASDAQ NVDA traded down $1.30 during midday trading on Tuesday, reaching $181.93. The company had a trading volume of 69,645,452 shares, compared to its average volume of 178,217,047. The stock has a market cap of $4.42 trillion, a PE ratio of 37.12, a price-to-earnings-growth ratio of 0.61 and a beta of 2.33. NVIDIA has a one year low of $86.62 and a one year high of $212.19. The firm's fifty day moving average price is $185.25 and ...