Dragon Claws/iStock via Getty Images Oklo ( OKLO ) reports Q4 2025 earnings on March 17. The company checks some boxes: data centers/AI, nuclear power, and green energy. While Q4 earnings calls are often exciting for expectations, let's keep in mind how much OKLO is a long-term play. Summary of Previous Thesis I last covered OKLO in September, when the stock was trading at $130, with a market cap over $20B. I considered this to be "fully valued" and declined to rate it a Buy. Aurora Facility Groundbreaking Photoshoot (oklo.com) The reason is simple. They had only just broken ground on their first facility at the time. While they had accumulated $535M in cash and even $148M in fixed-income securities, there was no revenue besides the yields these offered. Capex was about to step up, and it was going to be a couple of years before they made their first dollar on their first gigawatt of their 14 GW pipeline, which was just based on Letters of Interest at the time. I rated a Hold, not seeing them in financial danger but realizing it was better to wait longer. It would simply be a long time before they'd be assembling nuclear mini-reactors and signing power purchase agreements for them. Recent Financial Data Q3 2025 results were released after my last coverage, showing the state of Oklo at the end of September. These showed significant growth in liquid assets. Balance Sheet (Q3 2025 Form 10Q) The first three quarters saw Oklo grow its balance sheet to $922M in cash and short-term debt investments, as well as $262M in long-term debt investments. Cash Flow Statement (Q3 2025 Form 10Q) All of this was attained with offerings of their common stock, leveraging the elevated share price for the year. With almost no liabilities and minimal cash burn for the time, it's as much of "fortress" as one can get for pre-revenue company. Cash Flow Statement (Q3 2025 Form 10Q) Since Q3, Oklo has not raised any more capital. They also did not guide for significant capex, with much of their...

Mesut Dogan/iStock Editorial via Getty Images Reviewing ORCL's Q3 And Resulting Rally My previous bullish call on Oracle Corporation ( ORCL ) stock aged poorly, as I failed to time the market's rising fears of the firm's debt burden, although the prospective growth potential didn't go anywhere. A few hours ago, the company reported its fiscal Q3 2026 results, strongly beating the consensus headline estimates and showing exceptional strength in specific unit economics metrics that suggest the correctness of my past thesis - the stock reacted positively, and I believe it might be the turning point the bulls have been waiting for. And I have a few reasons why. First , the headline figures are only the tip of the iceberg. ORCL showed ~$17.19 billion in revenues (+22% YoY) and $1.79 in adjusted EPS (+22% YoY), beating the consensus estimations by 1.66% and 5.69%, respectively. The main growth driver was the cloud segment, where ORCL's combined IaaS and SaaS sales went up by 44% YoY, reaching ~$8.9 billion for the quarter. The Cloud infrastructure brought in ~$4.9 billion (+84% YoY), which was a very strong acceleration from the already solid 68% expansion we saw in Q2. Also, Oracle's Multicloud Database revenues went up by 531% YoY on a low base. The further we go, the faster the growth pace should be for Oracle as its high-growth segments start to occupy a larger share in the consolidated mix. The firm signed an enormous dollar amount of contracts (+$29 billion in a single quarter), and it ended Q3 with an RPO of ~$553 billion (+325% YoY). We need to understand the importance of the above-mentioned RPO amount because it's basically a proof of concept for the firm's growth CAPEX plans (and CAPEX-related debt). This massive pipeline of large-scale AI training and multicloud database contracts lifts the prospects for future revenue generation, basically improving the earnings visibility and de-risking the stock's valuation. Second , I liked the fact that, in addition to ju...

Yuriy T/iStock Editorial via Getty Images Amazon: Time To Regain Control Of The Bullish Narrative? AMZN price chart (long-term, monthly) (TradingView) The markets have spoken, and it seems like Amazon ( AMZN ) has endured a relatively challenging year, as the stock appears to have consolidated within a pretty tight zone (see the yellow box in the above chart). The resulting return over the past year confirms my observation, with AMZN up less than 10%, significantly underperforming the broader Magnificent Seven peers ( MAGS ), and also the S&P 500 ( SPX ) ( SPY ). It's a resounding feedback to Amazon management to perhaps consider reining in its spending commitments, as the market once again frets about the impact on Amazon's return on capital, as unforgettable memories from the spendthrift days of the pandemic bubble have likely been reignited, even though the impetus this time around is markedly different. If you're still not aware, Amazon is clearly in the running to outspend others in the hopes of outmaneuvering its Big Tech peers, even though it may not reflect similar profitability under the hood, due to its lower margin e-commerce retail business model, especially in its international operations (just 3% in operating margin). However, I believe e-commerce has always been strategic to Amazon, and remains a foundational platform from its very beginnings, while also underpinning the start and subsequent development of Amazon Web Services through the present moment. Hence, being able to scale quickly and profitably is a proven model for AWS as it consolidated and built out its clout over time. As a result, the synergies between Amazon’s retail model and how it parlays into AWS’s operating scale may not be exactly clear to investors who couldn't quite fathom the margins bifurcation between the e-commerce business and AWS. However, when you consider that Amazon is now the world’s largest company by revenue, and AWS encompasses just under 18% of its total revenue bas...

Roberto Schmidt/Getty Images News Preferences are optional and subject to constraints, whereas constraints are neither optional nor subject to preferences.- Marko Papic Written by Sam Kovacs Introduction The most important resource that investors can turn to in order to gain an analytical edge in everything related to Operation Epic Fury is Marko Papic's book, Geopolitical Alpha. The key takeaway is that while politicians might state their preferences, it is the constraints that will drive what they can and cannot do. I've been covering the Iran war, and this is my first piece. I will be building upon the frameworks and analysis I've done in these two pieces: $150 oil: this is what it would take The Iran war is far from over I, of course, suggest reading those too. President Donald Trump's preferences President Trump gave a press conference on Monday during which he said that the war was "ending very soon" and that this was a "short-term excursion". He stated, in this address and in following Truth Social posts, that oil prices will drop and Hormuz will remain safe because: They are achieving major strides towards completing their military objectives The Navy will escort tankers. The DFC will provide insurance. Mines will not be a threat because mining boats are being destroyed. In so doing, he addressed the exact 3 locks I identified on the Hormuz Strait. The market is still doing an awful job at pricing the reality of these locks, and I will walk you through them. But now that we have heard Trump's latest words on the war being "very complete, pretty much", only to then threaten military consequences "at a level never seen before" the next day , let's turn to Iran's response. Iran's response The IRGC has clearly communicated that "Iran will determine when the war ends". Certainly this is also their preference, and they have their own constraints of seeing their economy destroyed. However, it seems that Iran has been preparing for decades for the very war that Isra...

Epstein Guard Called To Testify As Oversight Committee Explores Potential Murder Authored by Steve Watson via Modernity.news, House Oversight Chairman James Comer is ramping up the heat on the botched handling of Jeffrey Epstein’s custody, announcing a subpoena for prison guard Tova Noel amid bombshell revelations of suspicious cash deposits and online searches just before the disgraced elitist’s alleged suicide. With fresh DOJ documents unearthing red flags that scream cover-up, Comer’s move signals a long-overdue push for transparency against the bureaucratic stonewalling that has shielded powerful figures tied to Epstein’s web of abuse. Comer dropped the news during a Fox News interview, pointing to media reports and overlooked Justice Department records that cast doubt on the official narrative of Epstein’s 2019 death at the Metropolitan Correctional Center. Chairman Comer Calls for Epstein Prison Guard to Testify Under Oath Lawmakers push for answers on long-standing questions surrounding Epstein’s death as investigators seek sworn testimony from the guard on duty #WashingtonEye pic.twitter.com/Lx7BIvRSXl — Washington Eye (@washington_EY) March 11, 2026 “Well, the recent media reports, what you just said, are very concerning — especially the suspicious activity report on a $5,000 mysterious deposit that she had,” Comer told host Jesse Watters. “The reason that stands out to me, Jesse, is because very seldom are suspicious activity reports even reported for sums less than $10,000.” “That’s a mystery there, and that’s something that, according to the DOJ documents, they never looked into — never asked her about,” he continued. Comer emphasized broader questions lingering over Epstein’s case: “Because of this, because of the media reports, and because of the fact that, honestly, most people on the committee aren’t confident 100% that Epstein’s death was a suicide, we’re going to ask Ms. Noel to come in for a transcribed interview.” “Again, no one’s accusing her of...

Every GPU cluster has dead time. Training jobs finish, workloads shift and hardware sits dark while power and cooling costs keep running. For neocloud operators, those empty cycles are lost margin. The obvious workaround is spot GPU markets — renting spare capacity to whoever needs it. But spot instances mean the cloud vendor is still the one doing the renting, and engineers buying that capacity are still paying for raw compute with no inference stack attached. FriendliAI's answer is different: run inference directly on the unused hardware, optimize for token throughput, and split the revenue with the operator. FriendliAI was founded by Byung-Gon Chun, the researcher whose paper on continuous batching became foundational to vLLM, the open source inference engine used across most production deployments today. Chun spent over a decade as a professor at Seoul National University studying efficient execution of machine learning models at scale. That research produced a paper called Orca , which introduced continuous batching. The technique processes inference requests dynamically rather than waiting to fill a fixed batch before executing. It is now industry standard and is the core mechanism inside vLLM. This week, FriendliAI is launching a new platform called InferenceSense. Just as publishers use Google AdSense to monetize unsold ad inventory, neocloud operators can use InferenceSense to fill unused GPU cycles with paid AI inference workloads and collect a share of the token revenue. The operator's own jobs always take priority — the moment a scheduler reclaims a GPU, InferenceSense yields. "What we are providing is that instead of letting GPUs be idle, by running inferences they can monetize those idle GPUs," Chun told VentureBeat. How a Seoul National University lab built the engine inside vLLM Chun founded FriendliAI in 2021, before most of the industry had shifted attention from training to inference. The company's primary product is a dedicated inference endpoint...

Mesut Dogan/iStock Editorial via Getty Images Reviewing ORCL's Q3 And Resulting Rally My previous bullish call on Oracle Corporation ( ORCL ) stock aged poorly, as I failed to time the market's rising fears of the firm's debt burden, although the prospective growth potential didn't go anywhere. A few hours ago, the company reported its fiscal Q3 2026 results, strongly beating the consensus headline estimates and showing exceptional strength in specific unit economics metrics that suggest the correctness of my past thesis - the stock reacted positively, and I believe it might be the turning point the bulls have been waiting for. And I have a few reasons why. First , the headline figures are only the tip of the iceberg. ORCL showed ~$17.19 billion in revenues (+22% YoY) and $1.79 in adjusted EPS (+22% YoY), beating the consensus estimations by 1.66% and 5.69%, respectively. The main growth driver was the cloud segment, where ORCL's combined IaaS and SaaS sales went up by 44% YoY, reaching ~$8.9 billion for the quarter. The Cloud infrastructure brought in ~$4.9 billion (+84% YoY), which was a very strong acceleration from the already solid 68% expansion we saw in Q2. Also, Oracle's Multicloud Database revenues went up by 531% YoY on a low base. The further we go, the faster the growth pace should be for Oracle as its high-growth segments start to occupy a larger share in the consolidated mix. The firm signed an enormous dollar amount of contracts (+$29 billion in a single quarter), and it ended Q3 with an RPO of ~$553 billion (+325% YoY). We need to understand the importance of the above-mentioned RPO amount because it's basically a proof of concept for the firm's growth CAPEX plans (and CAPEX-related debt). This massive pipeline of large-scale AI training and multicloud database contracts lifts the prospects for future revenue generation, basically improving the earnings visibility and de-risking the stock's valuation. Second , I liked the fact that, in addition to ju...

A Quick Look at Today's Ratings for Oracle(ORCL.US), With a Forecast Between $200 to $400 富途牛牛

Steve Ballmer’s data organization taps AI and public-data executive for top role BELLEVUE, Wash., March 12, 2026--(BUSINESS WIRE)--USAFacts, the nonpartisan government-data organization founded by former Microsoft CEO and current chairman and owner of the LA Clippers, Steve Ballmer, has appointed Lauren Woodman as its next president. Ms. Woodman is a technology and data executive with more than 25 years of experience leading teams and initiatives at the intersection of technology, development, and education. As USAFacts expands its use of innovative technologies to analyze and present federal, state, and local government data, Ms. Woodman’s experience will help guide the organization’s next phase of growth. She becomes the second president in the organization’s 10-year history. Ms. Woodman previously held leadership roles at NetHope, Microsoft and most recently served as chief executive of DataKind, a nonprofit that applies data science and AI to social challenges. Her work has focused on data modernization, digital governance, and the ethical deployment of emerging technologies. "Lauren’s experience in technology and public data comes at a moment when Americans have an increasing appetite for reliable, nonpartisan source data," Mr. Ballmer said. "As artificial intelligence reshapes how information is produced and consumed, her leadership will help ensure we continue providing transparent, trustworthy government data to the public." "USAFacts has built something rare and important—an independent, nonpartisan foundation of data that helps Americans see clearly how their country is doing and provides the groundwork for shared civic infrastructure," Ms. Woodman said. "I’m excited to join at a moment when technology is rapidly changing how people access and understand information about their government. The opportunity now is to ensure that transparency, reliable data, and public understanding grow together." USAFacts was launched in 2017 by Mr. Ballmer to make governme...

Kamelia Aryafar joins (Integral Ad Science) IAS Broad of Directors, bringing extensive experience building and scaling artificial intelligence (AI) across platforms and companies. Netflix Head of AI, Members and former Google AI and engineering leader brings deep experience scaling AI to IAS NEW YORK, March 12, 2026--(BUSINESS WIRE)--Integral Ad Science (IAS), a global leader in media quality, today announced that Kamelia Ayrafar, Head of AI, Members at Netflix joined IAS’s Board of Directors, effective immediately. Kamelia is a seasoned technology executive with extensive experience building and scaling artificial intelligence (AI) across platforms and companies. She brings deep expertise in artificial intelligence and product innovation to help guide IAS’s technology strategy and long-term growth. "We are excited to welcome Kamelia to our Board of Directors. She is a forward-thinking leader with deep expertise in AI and across engineering, making her a strong addition to our board," said Lisa Utzschneider, CEO of IAS. "As Head of AI at Netflix, Kamelia led the development and deployment of AI at global scale, powering some of the world’s most advanced personalization and content systems. Her experience is incredibly valuable as IAS advances its AI strategy and continues to drive innovation, quality, and performance in a rapidly evolving media landscape." Kamelia is a senior technology executive with extensive experience building and scaling AI-driven products. Prior to Netflix, she was at Google, where she co-founded and led engineering for major AI products, including Gemini Enterprise and business, Google Agentspace and Vertex AI Search. She also served as EVP, Chief Algorithms and Analytics Officer, and a board member at Overstock.com (Bed Bath and Beyond), where she oversaw engineering, AI and product. Earlier in her career, she worked at Etsy helping embed machine learning and AI across the organization. "AI is rapidly transforming how advertising performance...

SAN JOSE, Calif., March 12, 2026--(BUSINESS WIRE)--The Optical Compute Interconnect (OCI) Multi-Source Agreement (MSA) group today announced its formation, led by founding members AMD, Broadcom, Meta, Microsoft, NVIDIA and OpenAI. This industry consortium marks a pivotal shift toward a hyperscaler-driven open ecosystem to enable the development of a multi-vendor supply chain for optical scale-up interconnects. By aligning on an open specification, the OCI MSA members are promoting a robust optical ecosystem which will ensure that the future of AI interconnects is built with a flexible, multi-vendor foundation to meet the optical interconnect needs of modern AI infrastructure. The Physics and Power Mandate As large language models (LLMs) advance toward super intelligence, traditional copper-based connectivity is reaching limitations in physical reach which are impacting AI cluster scale-up domain architectures. OCI will enable migration from copper-based to optical-based scale-up architectures, alleviating copper interconnect bottlenecks. The OCI specification, which is available at www.oci-msa.org, is architected to be power, latency and cost optimized. It combines non-return to zero (NRZ) modulation and wavelength division multiplexing (WDM) optical technology and shifts the connectivity paradigm from a module-centric to a silicon-centric model. By enabling tighter integration of optics with compute and networking silicon, OCI unlocks meaningful gains in bandwidth density and system scalability while meeting the aggressive power targets of legacy copper-based connectivity. State-of-the-Art Compute Meets State-of-the-Art Optics By establishing an interoperable optical interface protocol, the OCI MSA enables a "plug-and-play" ecosystem. The open and interoperable specification enables hyperscalers to disaggregate any top-tier processor unit (XPU) engines and top-tier scale-up switches through a common optical physical layer (PHY), ensuring that best-in-class compute ...

With its multi-cloud security approach, Upwind ensures seamless protection across Azure and other leading platforms, allowing security teams to manage risks regardless of their cloud environment. Notably, it extends runtime-first visibility and protection into serverless workloads, a defining advantage in the cloud security market. By unifying posture management, workload protection, threat detection, vulnerability management, and identity security into one solution, Upwind helps security teams cut through noise, reduce false positives, and act before risks become incidents. For customers in financial services, healthcare, and digital-native enterprises, the partnership delivers advanced protection for critical workloads by combining security with the speed these industries demand. Unlike traditional cloud security tools that rely on static rules, fragmented signals, or posture-only scans, Upwind delivers a comprehensive platform that pairs agentless visibility with eBPF-powered runtime detection. Gartner® notes in its Hype Cycle™ for Cloud Security, 2024, that runtime visibility has become essential for reducing blind spots in dynamic cloud environments - a gap Upwind sees as critical and directly addresses with runtime-first protection embedded into Azure. By integrating Azure cloud audit logs, CSPM frameworks, Azure Container Registry (ACR) scanning, and streamlining the onboarding of Azure cloud assets, customers gain instant visibility and prioritized, actionable insights. Capabilities that once required multiple disconnected tools and hours of manual investigations are now delivered as a cohesive all-in-one experience, enabling security teams to detect and respond to risks in real time. Furthermore, Upwind integrates Microsoft Sentinel, Sentinel Graph and Microsoft Defender for Cloud. SAN FRANCISCO, March 12, 2026 --( BUSINESS WIRE )-- Upwind , the runtime-first cloud security leader, today announced a partnership with Microsoft to deliver a unified Azure secu...

At NVIDIA GTC 2026, KIOXIA will highlight the critical role of flash storage in enabling scalable, efficient AI infrastructures. By incorporating high-performance flash solutions, organizations can better optimize their AI investments, improve data access speeds, and accelerate time to insight. SAN JOSE, Calif., March 12, 2026--(BUSINESS WIRE)--Next week at NVIDIA GTC 2026, KIOXIA America, Inc. will showcase its latest high-performance memory and solid-state drive (SSD) solutions designed to meet the growing demands of artificial intelligence (AI) workloads. As the premier global AI conference, GTC brings together developers, researchers, and business leaders to explore advances in accelerated computing and AI. At this year’s event, KIOXIA will highlight the critical role of flash storage in enabling scalable, efficient AI infrastructures. By incorporating high-performance flash solutions, organizations can better optimize their AI investments, improve data access speeds, and accelerate time to insight. "GTC is the perfect venue to showcase how high-performance storage enables the next generation of AI applications," said Neville Ichhaporia, senior vice president and general manager of the SSD business unit, KIOXIA America, Inc. "From accelerating AI-driven insights to improving infrastructure efficiency, our flash-based solutions help organizations translate data into actionable results with speed and reliability." Make AI Breakthroughs with KIOXIA At booth #3522, located across from the main Expo Hall at the San Jose McEnery Convention Center, KIOXIA will demonstrate how its latest storage innovations support AI pipelines - from data ingestion and training to inference and analytics. Product and technology demonstrations will take place March 16–19, and include: Optimizing Memory Footprint While Improving Scalability for Vector Databases with KIOXIA AiSAQ™ Technology - Featuring KIOXIA CM9 Series Enterprise NVMe™ SSDs. Super High IOPS SSD Emulator for AI-Ready Sto...

A new feature within the Copilot app will offer personalized healthcare advice and make it easy to upload test results, fitness data and more.

Oracle Q3 Earnings Review: The Rally May Be Just Beginning Seeking Alpha

Salesforce 已锁定一笔规模高达250亿美元的高级无担保票据发行，该公司正推进通过此举为大规模股票回购提供资金的计划。 这家软件巨头周三表示，已为此次承销的公开发行定价，若满足常规交割条件，预计将于3月13日完成。Salesforce计划利用此次债券发行的收益，通过加速股票回购协议回购价值250亿美元的自身股票。 根据该结构，与此次回购相关的首批股票预计将于3月16日左右交付。此举是Salesforce在今年早些时候公布500亿美元股票回购计划后，向股东返还更多资本的更广泛努力的一部分。 该公司日益依赖其核心云软件产品带来的强劲现金流来支持股东回报，同时继续投资于人工智能和企业平台等增长领域。 责任编辑：张俊 SF065

Pineapple Financial ( PAPL ) on Thursday said its board authorized a share repurchase program of up to $3M of the company’s common shares in the open market. The company intends to begin repurchasing shares in the first half of 2026. Shares +3.44%. More on Pineapple Financial Seeking Alpha’s Quant Rating on Pineapple Financial Historical earnings data for Pineapple Financial Financial information for Pineapple Financial

据埃塞俄比亚南方州加莫区政府12日发布的消息，连日降雨导致该地发生山体滑坡，已造成52人死亡、多人失踪。据悉，加莫区10日夜间发生山体滑坡，目前已发现52具遇难者遗体，另有50人失踪。当地政府表示，最终遇难人数可能超过百人。当地官员表示，暴雨引发的洪水和山体滑坡影响交通，增加了救援工作的难度。（央视新闻）

straga/iStock via Getty Images European natural gas followed crude oil higher Thursday, with the benchmark Dutch TTF contract recently trading +4.2% to €52.06/MWh ( NG1:COM ) after adding as much as 7.7% and recovering some of the losses earlier this week. Gains are supported by the prospect of European buyers having to compete for available liquefied natural gas cargoes, as the Japan Korea Marker "continues to trade at a healthy premium to TTF, indicating that spot LNG cargoes will be diverted to Asia," ING analysts said in a note. Asian LNG buyers are preparing for the Middle East war to disrupt deliveries for months as the market tightens, with the shutdown of the world's largest export plant in Qatar - which supplies 20% of the world's LNG - expected to be prolonged, Bloomberg reported. At least nine LNG shipments bound for Europe have rerouted to Asia since the fighting began, according to ship-tracking data compiled by Bloomberg, after Asian buyers offered higher rates than their rivals in Europe. Morgan Stanley raised its forecast for European gas prices for the rest of the year, as the region needs to attract large amounts of LNG over the summer to refill its depleted fuel inventories. The bank said it now assumes at least a month-long outage to LNG production in Qatar, which would fully remove the global fuel surplus that had been expected for 2026. Norway's ​Prime Minister Stoere said Thursday it would be unwise ​for Europe to ​cap the price of natural ⁠gas, which has jumped ~60% in the ​wake of the Iran war; Norway's Equinor ( EQNR ) is Europe's biggest supplier of ​gas. ETFs: ( UNG ), ( BOIL ), ( KOLD ), ( UNL ), ( FCG ) More on natural gas Iran Conflict Brings Oil Supply Risk Into Sharp Focus Commodities: Record Oil Release Fails To Rein In Prices 7 Reasons Why Europe Can Deal With A Gas Shock Better Than In 2022

Suphanat Khumsap/iStock via Getty Images Another day of relatively flat returns for the major market indexes, despite escalating military activity in the Middle East, with crude oil topping $87 per barrel. The announcement of the largest release of emergency reserves on record, totaling 400 million barrels of oil, did nothing to temper the price increase. Nor did news that President Trump intends to invoke Cold War-era powers to increase production off the coast of California, which would be a drop in the bucket relative to what the U.S. consumes each day. With the Strait of Hormuz remaining effectively closed, the President is running out of options, in my view. Finviz A cornerstone of his economic agenda is to lower costs for consumers, yet the price of gasoline will continue to rise so long as tankers are unable to transport some 20 million barrels of oil each day through the narrow waterway. That is the least of our problems, because soaring oil creates a chain reaction through every sector of the economy, increasing prices for food and other consumer goods that are transported by plane, truck, rail, and ship around the world. Gas prices are important because they are a regular reminder to consumers that costs are going up at a time when affordability is top of mind. Bloomberg Tempering the rise in gas prices has to be the top priority for the Trump administration in advance of the midterm elections, especially after the President boasted about how low they had fallen just two days before the attack on Iran. Granted, he may not be admitting this is a problem given yesterday’s rhetoric, but why should that surprise anyone? I surmise that administration officials are now realizing that the only solution is to reopen the Strait of Hormuz by ending the bombing campaign and moving on to negotiations that result in what looks like a victory. Iran’s seemingly endless supply of low-cost drones is doing tremendous damage to energy assets and infrastructure across the reg...

A flagship health project in Africa, which UK ministers said would play a vital role in protecting Britain from future pandemic threats, is being axed due to aid cuts, the Guardian can reveal. The Global Health Workforce Programme (GHWP) which supported development and training for healthcare staff in six African countries, will close at the end of the month, the Foreign, Commonwealth and Development Office (FCDO) said. “That is a genuinely historic decision, and the UK now risks ceding ground in global health that we will struggle to recover,” said Ben Simms, chief executive of Global Health Partnerships, which ran the programme. Since its launch, the GHWP has been highlighted by ministers and officials as an effort to boost global pandemic preparedness by strengthening national health systems, and a way to meet the UK’s moral obligations to invest in countries from which it recruits large numbers of staff for the NHS and social care. Similar programmes have run since 2008. The current scheme involved projects in Ghana, Kenya, Nigeria, Ethiopia, Malawi and Somaliland. Its current three-year contract was due to end this month, but had been expected to be renewed, as with previous iterations. Renewing funding in 2023, under Rishi Sunak’s Conservative government, then health minister Will Quince said: “This funding aims to make a real difference in strengthening the performance of health systems in each of the participating countries, which will have a knock-on effect on boosting global pandemic preparedness and reducing health inequalities. The pandemic showed us that patients in the UK are not safe unless the world as a whole is resilient against health threats.” In one project, the Power for the People Africa Trust is funded through the programme to train staff to tackle gender-based violence and reduce linked teenage pregnancies and HIV infections in Kenya’s Homa Bay county. View image in fullscreen Acommunity health worker screening a patient in Ndiwa, Homa Bay C...

Some ETFs pay you more in dividends over a year than their shares cost today. That sounds like a great deal until you understand why it happens. NVDY, TSLY, CONY, and MSTY are all part of YieldMax’s lineup of single-stock option income ETFs. Each one sells options on a single high-volatility reference stock (NVIDIA, Tesla, ... 4 YieldMax ETFs Pay More Than Their Share Price In Dividends (100%+ Yield)

记者获悉，今日包括宝丰能源（600989）、东华能源（002221）、以及中国石油（601857）、中国石化（600028）旗下多家炼化企业集体上调聚丙烯(PP)价格。其中，宝丰能源（600989）旗下各类PP产品价格已连续2日上调，累计涨价幅度约600元/吨。“地缘冲突引发的国际油价大幅跳涨，为PP的成本提供有力支撑，且眼下正值下游企业的复工期，PP的春季旺季需求逐步释放，市场的看涨情绪强烈。”业内人士介绍，“PP的原料工艺路线不同，与原油相比，由于煤炭（850105）价格相对稳定，煤制PP的利润已随着PP价格走高而大幅增长。”(财联社)

特斯拉 公司已获得监管批准，可在英国全境销售电力，这标志着该公司从电动汽车向能源市场拓展又迈进一步。 英国能源监管机构Ofgem批准了其子公司特斯拉能源风险投资有限公司的申请。特斯拉的电力供应许可证使其能够直接向全英各地的家庭和企业供电。 经过数月的审查，官员们于周三批准了该公司的申请。Ofgem表示，特斯拉符合所有英国电力供应商规定。 监管机构称，特斯拉将遵守与其他持牌供应商相同的标准、监督和执行要求。这包括消费者保护、市场规范以及违规处罚。 特斯拉正在与电动汽车公司并行建设其能源基础设施业务。该公司提供太阳能、电池存储和电网服务，新许可证可能使其进入英国能源市场。 特斯拉此前也曾与英国能源行业有过合作。2020年，特斯拉汽车有限公司获得了与最新供应许可证无关的发电许可证。 责任编辑：张俊 SF065

(RTTNews) - After closing little changed for two straight days, stocks may come under pressure in early trading on Thursday. The major index futures are currently pointing to a lower open for the markets, with the S&P 500 futures down by 0.7 percent. Another sharp increase by the price of crude oil is likely to weigh on Wall Street, as oil prices further offset the nosedive seen on Tuesday. U.S. crude oil for April delivery is spiking $6.12 or 7 percent to $93.37 a barrel but remains well off Monday's highs near $120 a barrel. International benchmark Brent crude futures for May delivery is also surging by 7 percent after briefly hitting $100 a barrel earlier in the session. The extended rebound by the price of crude oil comes amid reports three more foreign ships were struck in the Persian Gulf overnight, adding to concerns about transit through the strategically vital Strait of Hormuz. Energy Secretary Chris Wright told CNBC in an interview this morning that the U.S. Navy is "not ready" to escort oil tankers through the strait. In U.S. economic news, the Labor Department released a report showing first-time claims for U.S. unemployment benefits unexpectedly edged slightly lower in the week ended March 7th. The Labor Department said initial jobless claims slipped to 213,000, a decrease of 1,000 from the previous week's revised level of 214,000. Economists had expected jobless claims to inch up to 215,000 from the 213,000 originally reported for the previous week. Stocks showed a lack of direction over the course of the trading day on Wednesday, extending the lackluster performance seen in the previous session. The major averages once again spent the day bouncing back and forth across the unchanged line. The major averages eventually closed mixed for the second straight day. While the Nasdaq inched up 19.03 points or 0.1 percent to 22,716.13, the S&P 500 edged down 5.68 points or 0.1 percent to 6,775.80 and the Dow fell 289.24 points or 0.6 percent to 47,417.27. In o...

My top 10 things to watch Thursday, March 12 1. International Energy Agency's member countries are releasing 400 million barrels of oil from emergency reserves in response to the Strait of Hormuz supply shock. The U.S. is kicking in 172 million barrels. What will this mean for everyday households? Well, oil prices are rallying again this morning. We're seeing attacks on cargo ships in the Persian Gulf. Iran is reportedly making threats about the Red Sea, too. 2. Stock futures are lower this morning. Unsurprising due to oil climbing higher. That's been the relationship throughout the Iran war. The market has been trying to see through the conflict , but until we see reason to believe it's ending, the risk of much higher oil prices will remain on the table. 3. Atlassian announced it's laying off 10% of its workforce, equal to about 1,600 people. Its CEO said this will help the maker of collaboration software "self-fund further investment in AI and enterprise sales." Is this just AI washing? Or is this about the woes of the traditional seat-based software model, a la the "SaaS Apocalypse?" Is it the Jack Dorsey path, or just plain trouble? 4. Add Morgan Stanley and Cliffwater to the list of firms that have restricted withdrawals on private-credit funds. At Morgan Stanley, investors tried to withdraw roughly 11% of an $8 billion fund, but the fund is fulfilling less than half of that. Cliffwater received redemption requests of 14% on a nearly $33 billion fund, but approved fulfilling 7%. Issues in the private-credit space are why the Club exited BlackRock . 5. Stryker was hit by a cyberattack that may have been tied to an Iranian-linked hacking group . The Polish government also said it's investigating whether Iran was behind a failed cyberattack on its nuclear research center, according to Reuters . George Kurtz, the CEO of Club name CrowdStrike , told me in a text: ""You will see a lot more companies get targeted that are related to the conflict in Iran. And while the...

50 Years of Thinking Different Apple

50 Years of Thinking Different Apple

财联社3月12日讯（记者 陈夏筱） 传统帘帆布企业 恒天海龙 （000677.SZ）拟通过控股航空发动机零部件制造商，切入 高端装备 制造新赛道。 公司于今日晚间公告称，全资子公司北京多弗海龙飞控科技有限公司（简称“海龙飞控”）与西安市群健航空精密制造有限公司（简称“群健航空”）及其现有股东王洪、王六生、王春喜签署《股权收购意向协议》，海龙飞控拟以现金方式收购目标公司不少于40%股权，交易完成后将成为其控股股东 。 公告显示，本次交易为初步意向协议，最终股权比例、交易价格将由各方另行协商并签署正式收购协议确定。交易不构成关联交易，预计也不构成重大资产重组 。 根据公告披露，群健航空成立于2005年，主要从事航空发动机及燃气轮机零部件的研发、生产及销售，产品涵盖长轴类、叶片类、盘环类、机匣类、结构件类等五大类别。 根据公开资料，2024年，群健航空启动航空发动机及燃气轮机零部件研发制造项目，总投资4.2亿元，建设周期为2024-2026年。项目总建筑面积6.6万平方米，规划建设航空发动机、燃气轮机、盘环件、涡轮轴和叶片、火焰筒等多条精密加工生产线，建成后预计年产值4亿元。 恒天海龙在公告中表示，本次收购旨在丰富公司产业布局，推进战略转型升级，在稳固传统帘帆布、特种纤维主业的基础上，积极开拓高端装备制造新领域，切入高端精密制造赛道。 恒天海龙成立于1989年，主营业务为高性能高模低缩浸胶涤纶帘子布、帆布的生产与销售，产品广泛应用于橡胶轮胎、输送带等领域。公司控股子公司博莱特是国内最早研制开发该类产品的企业，年产高性能涤纶帘子布5万吨、高性能帆布1万吨，产品畅销全国并出口三十多个国家和地区。 恒天海龙的控制权历经三次变更：2012年央企中国恒天集团通过重整入主；2015年转由温州民企兴乐集团控股；2019年兴乐集团资金链断裂，其所持股权被司法拍卖，由温州康南科技有限公司竞得，公司实际控制人变更为浙江籍商人、多弗集团创始人胡兴荣。 值得一提的是，在推进跨界收购的同时，公司近期面临多起诉讼纠纷。2026年2月，公司披露作为原告起诉中国恒天集团、潍坊市国恒产业发展集团的合同纠纷案一审败诉，法院驳回其全部诉讼请求，涉案金额合计约6.42亿元。该案源于股权回购及子公司博莱特相关股权变更事宜，案件尚在上诉期。 此外，公司作为被执行人的案件已进入执行阶段。2026年3月9日公司公告称，...

Davies added: "This is the last thing I want, but there's no other way. I fear if I keep 'pushing through' I will be battling with this for longer than I need to be."