Calling 911: Porsche CEO looks to petrol classics for margin revival Reuters

Image source: The Motley Fool. Wednesday, March 11, 2026 at 9 a.m. ET CALL PARTICIPANTS Chief Financial Officer — Todd Comfer President, Meals & Beverages and Snacks — Mick Beekhuizen TAKEAWAYS Snacks Net Sales -- Declined 6%, leading to significant margin deleveraging. -- Declined 6%, leading to significant margin deleveraging. Snacks Segment Margin -- Reported at 7%, a drop of 390 basis points; roughly 25% of the decline attributed to Fresh Bakery performance and the remainder to sales deleverage and continued investment in marketing and SG&A. -- Reported at 7%, a drop of 390 basis points; roughly 25% of the decline attributed to Fresh Bakery performance and the remainder to sales deleverage and continued investment in marketing and SG&A. Second-Half Snacks Guidance -- Management expects Snacks net sales to remain down approximately 4%, with Q4 performing slightly better than Q3 but no substantial sequential growth benefit projected. -- Management expects Snacks net sales to remain down approximately 4%, with Q4 performing slightly better than Q3 but no substantial sequential growth benefit projected. Snacks Margin Outlook -- Modest improvement anticipated in Q3, with stronger performance expected in Q4 as Fresh Bakery is stabilized and marketing spend is lower year over year. -- Modest improvement anticipated in Q3, with stronger performance expected in Q4 as Fresh Bakery is stabilized and marketing spend is lower year over year. Promotional Strategy -- A "surgical" promotional approach is targeted in Salty Snacks, especially chips, rather than broad-based everyday price cuts. -- A "surgical" promotional approach is targeted in Salty Snacks, especially chips, rather than broad-based everyday price cuts. Capex Reduction -- Capital expenditures reduced by $50 million for the year. -- Capital expenditures reduced by $50 million for the year. Debt Prioritization -- No further share buybacks planned, even anti-dilutive, with heightened focus on debt reduction and cash...

Seven thousand glasses of champagne, 600 pizzas, 90kg of steak. This is some of what celebrities attending the traditional post-Oscars dinner will be sampling on Sunday night. The feast, served at the Governors Ball, has been put together by chef Wolfgang Puck and a team of 75 savoury chefs and 45 pastry chefs to serve the 1,500 guests. Those who don't take home a coveted award will instead be able to take home one of the 2,000 mini chocolate statuettes dusted in gold. Puck said the leftover food will be taken to Los Angeles' Skid Row, an area of the city with a large homeless population, and distributed there.

格隆汇3月11日｜美、布两油短线下跌3美元后回升，现分别报84.9美元/桶和87.9美元/桶。声明显示国际能源署成员国同意释放4亿桶原油。

Tatsuya Ozaki/iStock via Getty Images GENERAL FUND INFORMATION Ticker: WHYIX Portfolio managers: Dennis Derby; Kerry Laurin, CFA®, CPA; and Nicholos Venditti, CFA® Subadvisor: Allspring Global Investments, LLC Category: High yield muni FUND STRATEGY Uses both bottom-up credit research and top-down macroeconomic analysis Seeks to generate excess performance by actively managing the four key elements of total return: duration, yield-curve positioning, sector and credit-quality allocation, and security selection Uses a relative-value approach based on extensive credit analysis that seeks opportunities from changing market trends and pricing inefficiencies to generate excess returns AVERAGE ANNUAL TOTAL RETURNS (%) AS OF 12/31/2025* 3 MONTH YEAR TO DATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE FUND INCEPTION (1/31/13) High Yield Municipal Bond Fund-Inst 2.19 2.74 2.74 4.96 1.45 3.11 3.83 High Yield Municipal Bond Blended Index 1.31 3.17 3.17 5.13 1.64 3.56 Lipper High Yield Municipal Debt Funds Average 0.92 1.45 1.45 4.21 0.78 2.83 Click to enlarge *Returns for periods less than one year are not annualized. Figures quoted represent past performance, which is no guarantee of future results, and do not reflect taxes a shareholder may pay on an investment in a fund. Investment return, principal value, and yields of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted and assumes the reinvestment of dividends and capital gains. Current month-end performance is available at the fund’s website, allspringglobal.com . Institutional Class shares are sold without a front-end sales charge or contingent deferred sales charge. The fund’s gross expense ratio is 0.70%. The fund’s net expense ratio is 0.55%. The manager has contractually committed, through October 31, 2026, to waive fees and/or reimburse expenses to the extent necessary to cap t...

Explore Alpha Picks Today! Join Pro Quant Portfolio Now! Sign Up For Premium Today! This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Daniel Snyder : Hey, everyone. Daniel Snyder here from Seeking Alpha. Thank you for taking the time to tune in to this video. We had to do it because time is of the essence. You obviously are all watching what we're watching here in the markets. The oil volatility is off the charts. We've seen the spikes. We've seen the pullbacks. We see constant updates every day in headline news right now. So, we threw together this quick presentation today with Steven Cress, who, him and his team have done the research, and we're going to dive into the research right now, as well as present five stocks for you today that could benefit extremely well in the months and years ahead based off of the Seeking Alpha Quant system. But before we do that, let's go ahead and get this quick legal disclaimer out of the way. We are not advising you personally concerning the nature, potential, value, or suitability of any particular security. You alone are solely responsible for determining whether any investment, security, strategy, or any product or service is appropriate or suitable for you based on your investment objectives and personal and financial situation. This presentation is for information purposes only. Content is presented as of the date published or indicated and may be superseded by future events. It represents my opinions and Steven Cress’ opinions, which may not reflect the views of Seeking Alpha as a whole. Past performance is no guarantee of future results. Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank. And with that out the way, I want to bring in our Quant Titan, and I always call you the Titan because the Quant system is ...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Tesla's long-time Vice President of Finance, Sendil Palani, has departed after 17 years with the company. His exit adds to a broader wave of senior leadership departures at Tesla since 2021. The leadership turnover comes as Tesla commits over $20b in capital investment to AI, robotaxis, and humanoid robots. Tesla, NasdaqGS:TSLA, is in the middle of a major shift as it leans harder into AI and robotics, while also seeing meaningful change in its senior ranks. The stock recently closed at $399.24, with a 1.7% gain over the past week and a 73.1% return over the past year. Over 3 years and 5 years, returns of 117.9% and 76.9% describe how much of Tesla's story has already played out in the market. For investors, a key question is how the loss of long-tenured executives, including a 17-year finance veteran, interacts with more than $20b earmarked for complex new initiatives. Tesla is moving further from its original pure EV focus into AI-heavy areas such as robotaxis and humanoid robots, which can raise execution and risk management challenges. How the company aligns leadership, capital spending, and technical ambition may be central to future sentiment on NasdaqGS:TSLA. Stay updated on the most important news stories for Tesla by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Tesla. NasdaqGS:TSLA 1-Year Stock Price Chart Does the team leading Tesla have what it takes? See our full breakdown of the management team's track record and compensation. Palani’s exit removes one of the last pre IPO finance leaders at a time when Tesla is preparing to deploy more than US$20b into AI, robotaxis, and humanoid robots in 2026. For you, the key issue is execution on this capital plan without the institutional memory of a 17 year finance veteran who helped fund previous vehicle launch...

当地时间3月11日，伊朗伊斯兰革命卫队副司令法达维表示，在伊朗周边700公里的海域内，目前没有任何一艘美国舰船。他声称，美国海军已经“逃离”该区域，因为美方深知伊朗已经制定了专门针对并击沉其航母的特别作战计划。法达维还表示，伊朗武装力量在德黑兰南部击落了一架美国F-15战斗机。 此外，法达维警告美国必须考虑到陷入一场长期消耗战的可能性，而这种战争将导致美国乃至整个世界经济的全面崩溃。（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。

Tesla will face competition from Chinese EVs in Canada, now that a 100% tariff keeping them out of the country was lowered to 6.1%.

Adobe ( ADBE ) is set to post first quarter results on Thursday, after markets close. Wall Street expects the Photoshop maker to post EPS of $5.87, implying a rise of 15.6%, while revenue is set to rise 10% to $6.28 billion during the quarter. Along with strong demand for Adobe’s usual design and Photoshop tools, the company’s push into AI has helped it to attract more customers. The company, during its fourth quarter results, said its total new AI-influenced ARR now exceeds 1/3 of its overall book of business. Last year, Adobe acquired software company Semrush in an all-cash deal worth $1.9B to delve deeper into the ad market using the company's generative AI expertise. Adobe, in December, forecast fiscal 2026 revenue and profit above Wall Street expectations. Over the last two years, Adobe has beaten both revenue and EPS estimates 100% of the time. Seeking Alpha analysts and Wall Street are bullish and rated the stock a Buy. In contrast, Seeking Alpha’s Quant rating consider it a Hold. Seeking Alpha analyst Luca Socci said during its current quarter Adobe will need to address “AI-disruption fears” and that investors will need to be reassured that total ARR keeps growing above 10%. “To avoid a deep post-1Q selloff, ADBE must demonstrate competitive agentic AI integration and raise both revenue and EPS guidance in the upcoming earnings,” said Seeking Alpha analyst Johnny Zhang, adding that “as long as its FY2026 outlook doesn't fall below the current market consensus, ADBE is a strong buy.” Meanwhile, Citi analysts cut PT on the stock to $315 from $387, saying it expects Q1 metrics to slightly exceed guidance and see minimal upside revisions to the FY26 outlook. “We remain Neutral-rated on ADBE into FQ1 earnings where we expect a continued focus on leveraging the freemium funnel/expanding new users to increase monetization as we look for signs of ramping Firefly adoption/monetization,” analyst Tyler Radke said. Over the last three months, EPS estimates have seen 25 ...

gerenme/iStock via Getty Images GoodRx ( GDRX ) on Wednesday launched a program to offer up to an 85% discount on several brand-name medications marketed by Viatris ( VTRS ) for cash-paying customers as part of a new partnership with the U.S. drugmaker. Under the deal, 17 brand-name medications, including cholesterol therapy Lipitor developed by Viatris ( VTRS ), will be sold at the discounted cash prices across more than 70,000 pharmacies in the U.S., the healthcare savings platform said. Additionally, some Viatris ( VTRS ) medications will be available on GoodRx ( GDRX ) for as low as $0–$4 for certain patients with commercial insurance, the company added. Many of the drugs selected for the collaboration already generate significant search volume on its platform, according to GoodRx ( GDRX ). “As healthcare evolves, expanding access pathways through trusted platforms like GoodRx is another way to help our medicines remain within reach for the patients who rely on them,” said Viatris ( VTRS ) chief commercial officer Corinne Le Goff. More on GoodRx Holdings, Viatris GoodRx: Losing Relevance With Consumers (Downgrade) Viatris Inc. (VTRS) Q4 2025 Earnings Call Transcript GoodRx Holdings, Inc. (GDRX) Q4 2025 Earnings Call Transcript Top 10 healthcare stocks with highest dividend yield amid volatile markets FDA issues draft guidance to relax testing rules to encourage biosimilar drugs

北京时间3月11日晚，美股周三早盘涨跌不一，道指下跌140点。投资者继续关注美伊战争局势发展、油价走势，并权衡关键的消费者通胀数据。美国2月份消费者价格指数同比上涨2.4%符合预期。 道指跌141.96点，跌幅为0.30%，报47564.55点；纳指涨133.904点，涨幅为0.59%，报22831.008点；标普500指数涨13.38点，涨幅为0.20%，报6794.86点。 周三油价再度走高。西得克萨斯中质原油期货价格上涨4%，至每桶87美元左右。布伦特原油期货价格同样上涨4%，至每桶91美元。然而，随着冲突持续，有关多国可能进行大规模战略储备释放的预期给投资者带来了一些缓解。 多份报道称，国际能源署（IEA）将在当天晚些时候宣布一项历史性的紧急石油储备释放计划。 高盛 集团的分析师在周三上午的一份报告中表示，国际能源署提议的石油释放将抵消其估计的每日1540万桶出口中断量中12天的量。 高盛分析师团队表示，假设50%的紧急库存释放留在经合组织的商业库存中，这可能导致油价下跌7美元。 可以肯定的是，旷日持久的冲突可能使油价持续高位运行。 据隔夜报道，在德黑兰试图在霍尔木兹海峡这一关键的石油运输通道布雷之际，美军在该海峡附近击沉了数艘伊朗船只，其中包括16艘布雷艇。霍尔木兹海峡正是围绕石油供应的担忧焦点所在。 英国海上贸易行动办公室周三也表示，伊朗海岸附近的三艘货船（其中一艘位于霍尔木兹海峡）遭到炮弹袭击。 在此之前，美国总统特朗普本周早些时候表示，战争将“很快”结束。 巴克莱欧洲股票策略主管伊曼纽尔·考在周三的一份报告中写道：“我们认为，在石油波动性异常飙升之后，特朗普暗示战争可能很快结束，可能意味着他的‘容忍极限’已经到了。”他还写道：“油价飙升持续的时间越长，盈利和估值面临的下行风险就越大。” 周三经济数据面，2月份消费者价格指数同比上涨2.4%，符合 道琼斯 调查的经济学家的预期。在此报告发布之前，近几个月来劳动力市场疲软的迹象日益增多。 甲骨文 公司股价周三大涨9%，成为市场亮点。此前，这家软件供应商的第三财季盈利和营收超出了分析师预期。该公司还上调了2027财年的营收预测。 责任编辑：张俊 SF065

专题：美国2月CPI同比增长2.4% 符合预期 核心要点 美国劳工统计局数据显示，2 月消费者价格指数（CPI）同比上涨 2.4% ，与 1 月持平。 经济学家表示，该水平仍略高于政策制定者设定的长期通胀目标。 伊朗冲突加剧了通胀前景：自 2 月 28 日美以对伊朗发动袭击以来，油价飙升，推高了汽油及其他燃料价格。 经济学家指出，2 月美国通胀水平仍高于政策目标，主要原因是此前加征的关祱成本正逐步传导至居民消费端。 美国劳工统计局周三公布，作为核心通胀指标， 2 月 CPI 同比上涨 2.4% ，与 1 月的 2.4% 持平，符合分析师预期。 美联储通过另一项相关通胀指标设定的长期目标为 2% 。 穆迪首席经济学家马克・赞迪表示：“我完全看不到通胀在放缓，当前水平高得让人不安，而且持续居高不下。” 他称，通胀 “顽固高企”，尤其是电力、食品、服装、医疗和住房等生活必需品。 “当然，这一切都还没有计入中东局势带来的冲击。” 最新的 CPI 报告 并未反映 2 月 28 日美以袭击伊朗后能源价格上涨带来的通胀影响。 摩根大通 私人银行高级市场经济学家乔・塞德尔表示，从这个角度看，这份 CPI 报告 “目前已经有些过时”。“它没有计入当前最重要的宏观冲击。” 伊朗战争对通胀的影响 目前尚无法确定伊朗战争会给美国经济带来多大的通胀压力。 这场冲突导致国际油价暴涨，汽油、柴油、航油等原油深加工产品价格也随之飙升。原因是冲突切断了波斯湾的石油供应 —— 波斯湾是全球能源出口的主要通道，此次中断堪称 史上最严重的石油供应中断 。 国际油价基准布伦特原油周一一度触及 每桶 119.50 美元 ，远高于美以袭击前约 70 美元的水平。此后油价从近期高点回落至每桶 90 美元左右。 经济学家表示，危机若持续，油价可能维持高位，消费者将长期面临高昂的加油成本。 美国能源信息署数据显示，截至周一，全美汽油均价达到 每加仑 3.50 美元 ，为 2024 年以来最高水平。较两周前（2 月 23 日）的 2.94 美元上涨约 57 美分，涨幅 19% 。 经济学家称，家庭其他消费领域也可能出现涨价： 航油成本上涨，或将在春夏出行旺季前推高机票价格； 柴油涨价会增加食品运输成本，进而推高食品价格。 经济学家还表示，若冲突持续导致通胀长期走高，也将让美联储的利率政策 更加棘手 。 赞迪称：“我认为...

Liam Óg Ó hAnnaidh, known as Mo Chara, had been accused of showing support for proscribed organisation Hezbollah following a gig in London in 2024.

格隆汇3月11日｜英伟达(NVDA.US)涨1.4%，报187.4美元。消息面上，英伟达CEO黄仁勋罕见以个人名义发表长篇博文“AI is a five layer cake”，他将AI产业架构形象地比作“五层蛋糕”：能源→芯片→基础设施→模型→应用。黄仁勋写道：“我们才刚刚开始这项建设。我们已经投入了数千亿美元。还有数万亿美元的基础设施需要建设。” 此外，英伟达与NEBIUS达成战略合作，共同开发并部署面向AI市场的新一代超大规模云服务。英伟达将向NEBIUS投资20亿美元，支持其在2030年底前实现超5吉瓦算力部署目标。(格隆汇)

The S&P 500 Index ($SPX) (SPY) is up +0.20%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.26%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.46%. In an effort to stabilize energy markets disrupted by conflict in the Middle East, the International Energy Agency has authorized a record-breaking release of 400 million barrels of oil from its member nations' strategic reserves, surpassing its previous historic action taken in 2022. Oracle is rallying more than 10% after the company reported strong sales and issued optimistic guidance on demand for AI computing. Stocks showed little net reaction to the CPI report, which was in line with market expectations. Stocks are seeing downward pressure as the Iran war drags on, with three vessels hit by missiles today in the Strait of Hormuz and the Persian Gulf, and with new volleys of missiles hitting Israel. Today’s US Feb CPI report was exactly in line with market expectations. The Feb CPI rose +0.3% m/m and +2.4% y/y, while the Feb core CPI rose +0.2% m/m and +2.5% y/y. Today’s headline CPI report of +2.4% y/y was just 0.1 point above the 5-year low posted in April 2025, while today’s core CPI of +2.5% y/y matched the 5-year low posted in the two previous months. Even though the CPI figures are at or near 5-year lows, they are still above the Fed’s target of +2%. Moreover, inflation pressures will worsen in the coming months due to the recent spike in oil and fuel prices caused by the war in Iran. Stocks were undercut today after JPMorgan Chase said it is restricting lending to private credit funds amid markdowns on some of its loans in the sector, hampering the sector's attempt to weather the current crisis. The $1.8 trillion private credit sector is struggling to cope with an investor exodus driven by unattractive returns and fears of more financial difficulties among portfolio borrowers. Q4 earnings season is nearly over, with more than 95% of the S&P 500 companies having reported earnings results. Earnings ...

Douglas Rissing U.S. regulators expect to unveil the initial Basel III Endgame capital proposals by the end of the month or a little sooner, said Federal Reserve Vice Chair for Supervision Michelle Bowman. Bowman was speaking on "Supervision and Regulation" at the American Bankers Association Washington Summit. With the Federal Reserve in a blackout window right now, she was not permitted to talk on the economy or monetary policy. Bowman is set to speak on Basel III and bank capital rules tomorrow in Washington, D.C. "Tomorrow I'll be sketching out sort of an overview of what our proposal looks like," she said. On banks' liquidity and asset sizes, Bowman said, "We learned some things following Silicon Valley Bank's failure—that there are ways that we could work to improve how we have our framework." "We don't let grass grow, and it's time to move on to things that are really meaningful for our financial institutions and for banks in particular," she said. "I would like to see a smaller balance sheet for the Federal Reserve as a whole," said Bowman. "But a lot of our approaches to liquidity really don't incentivize a smaller balance sheet." On bank mergers, the Fed vice chair said, "One thing we've noticed is that over time our timelines for reviewing and approving applications has, gotten out of hand. So we're working very diligently to make sure that we're meeting our statutory deadlines." "We're also thinking about ways that we can ensure that there aren't unnecessary delays," she said. On trust charters and master accounts, Bowman said, "Last week Kraken ( KRAKEN ) received approval for a master account , and we're curious why this was approved before the skinny master account proposal was finalized." "We've had to think more about whether or not there needs to be a path for non-bank financial institutions to, to, to be a part of the master account system and to be able to access that," she noted. More on the U.S. Economy Mortgage demand decelerates as market vol...

格隆汇3月11日｜Meta Platforms(META.US)：计划在未来两年内部署四个新一代 MTIA(Meta 训练与推理加速器)芯片，以支持排名与推荐系统，以及生成式人工智能工作负载。

格隆汇3月11日丨波罗的海干散货运价指数小幅上涨，因海岬型船运费走高。波罗的海干散货运价指数较前一交易日上涨7点，或0.4%，报1926点。海岬型船运价指数上涨72点，或2.9%，至2574点。海岬型船日均获利上涨655美元，至19843美元。巴拿马型船运价指数下滑30点，或1.6%，至1831点。巴拿马型船日均获利下滑271美元，至16479美元。超灵便型散货船运价指数下滑30点，或2.2%，报1312点。

Equity markets have been volatile this year, and market downturns have a way of testing even the most confident investors. Amid geopolitical tensions and lingering tariff-related uncertainty, some fear the stock market could take a turn for the worse by the end of the year, though no one can know for sure. But history shows that some of the best long-term investment opportunities emerge precisely when uncertainty is at its highest. The key isn’t trying to predict exactly when the market will bottom. Instead, it’s identifying high-quality companies with resilient businesses -- ones capable of weathering economic slowdowns and continuing to create value for years to come. Here are two excellent examples: AbbVie (ABBV +0.12%) and Microsoft (MSFT 0.29%). 1. AbbVie The pharmaceutical leader has a vast portfolio of medicines across several therapeutic areas, enabling it to generate consistent revenue and earnings. Prescription volumes may soften during challenging periods, but demand for therapies addressing chronic autoimmune conditions and cancer -- areas where AbbVie has a strong portfolio -- tends to remain resilient over time. In other words, pharma stocks tend to be defensive in nature. That's among the several reasons why AbbVie should navigate a market downturn or any severe economic problem relatively well. When the going gets rough, investors tend to pivot to defensive stocks from a predominantly cyclical exposure. However, it must be kept in mind that not all healthcare stocks are created equal. For example, speculative biotechs with no products on the market and consistent net losses wouldn't count as defensive stocks. Expand NYSE : ABBV AbbVie Today's Change ( 0.12 %) $ 0.28 Current Price $ 227.29 Key Data Points Market Cap $401B Day's Range $ 225.29 - $ 227.44 52wk Range $ 164.39 - $ 244.81 Volume 470K Avg Vol 6.8M Gross Margin 70.12 % Dividend Yield 2.93 % Further, AbbVie has a deep pipeline, allowing it to develop and launch newer, better products. This is...

Key Points AbbVie can maintain solid financial results even during recessions. Microsoft's vast and loyal client base and strong growth prospects make it a stock worth holding on to in a recession. 10 stocks we like better than AbbVie › Equity markets have been volatile this year, and market downturns have a way of testing even the most confident investors. Amid geopolitical tensions and lingering tariff-related uncertainty, some fear the stock market could take a turn for the worse by the end of the year, though no one can know for sure. But history shows that some of the best long-term investment opportunities emerge precisely when uncertainty is at its highest. 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 » The key isn’t trying to predict exactly when the market will bottom. Instead, it’s identifying high-quality companies with resilient businesses -- ones capable of weathering economic slowdowns and continuing to create value for years to come. Here are two excellent examples: AbbVie (NYSE: ABBV) and Microsoft (NASDAQ: MSFT). 1. AbbVie The pharmaceutical leader has a vast portfolio of medicines across several therapeutic areas, enabling it to generate consistent revenue and earnings. Prescription volumes may soften during challenging periods, but demand for therapies addressing chronic autoimmune conditions and cancer -- areas where AbbVie has a strong portfolio -- tends to remain resilient over time. In other words, pharma stocks tend to be defensive in nature. That's among the several reasons why AbbVie should navigate a market downturn or any severe economic problem relatively well. When the going gets rough, investors tend to pivot to defensive stocks from a predominantly cyclical exposure. However, it must be kept in mind that not all healthcare stocks are created equal. For example, spe...

March 11, 2026 UPDATE “Friday Night Baseball” returns to Apple TV :br(s):on March 27 for its fifth season Exclusive weekly MLB doubleheaders return with the Los Angeles Angels at the Houston Astros, and the Cleveland Guardians at the Seattle Mariners “Friday Night Baseball” — a weekly Major League Baseball (MLB) doubleheader on Apple TV — returns for its fifth season on Friday, March 27. Fans across 60 countries and regions can enjoy two marquee matchups each week throughout the 25-week MLB regular season, featuring enhanced production quality, expert commentary, and no local broadcast restrictions. Apple and MLB today revealed the “Friday Night Baseball” schedule for the first half of the season, with games running through June 26. Highlights include the storied New York Subway Series matchup between the Yankees and Mets, plus multiple appearances by reigning National League MVP Shohei Ohtani and the defending World Series champion Los Angeles Dodgers, including a classic matchup against the Cubs at Dodger Stadium, a showdown with the Philadelphia Phillies, and a heated NL West rivalry game against the San Diego Padres. See below for the full schedule. “‘Friday Night Baseball’ on Apple TV continues to elevate how fans experience the game,” said Oliver Schusser, Apple’s vice president of Apple Music, Apple TV, Sports, and Beats. “With cutting-edge production — including the integration of iPhone to capture immersive new perspectives — and a full season of marquee matchups available without local broadcast restrictions, we’re delivering a modern, premium broadcast experience designed for fans everywhere.” For the fourth straight season, “Friday Night Baseball” games will be called by broadcast teams Wayne Randazzo (play-by-play), Dontrelle Willis (analyst), and Heidi Watney (sideline reporter); and Alex Faust (play-by-play), Ryan Spilborghs (analyst), and Tricia Whitaker (sideline reporter) with Rich Waltz, who will join the broadcast team to call select games during...

Analysts from Morgan Stanley came away from the Wall Street bank's big tech conference last week with greater conviction on a handful of tech companies. In early March, Morgan Stanley hosted its annual Technology, Media & Telecom conference in San Francisco, where dozens of companies, including Microsoft , Nvidia , and Walmart , gave their view on AI trends, opportunities and risks. Coming out of the conference, top analysts from Morgan Stanley spotlighted several technology companies it views as leaders in areas as varied as semiconductors, media and e-commerce. Nvidia, for example, remains a top pick at the investment bank after CEO Jensen Huang spoke at the conference, addressing the AI chipmaker's capex funding and arguing that "compute equals revenues." "AI remained the dominant focus, with virtually every company discussing its strategy as either an AI enabler and/or an AI adopter," Morgan Stanley analysts led by strategist Michelle Weaver wrote to clients on Tuesday. "This year, the discussion took a leap forward. Nearly every company spoke about deploying AI more deeply across multiple business units rather than experimenting at the margins," the note continued. Take a look at Morgan Stanley's highest-conviction stocks within its TMT universe: Amazon , Nvidia and Western Digital each have more than 40% potential upside ahead, based on Morgan Stanley's 12-month price targets on the stocks. For example, analyst Brian Nowak, who covers Amazon, has a $300 price target on the dominant e-commerce platform. He believes Amazon's high-margin businesses will fuel greater profits, while also allowing it to invest in last mile delivery, Prime Now; Fresh; Alexa; Amazon Web Services and more. "Amazon Prime membership growth drives recurring revenue and positive mix shift. Cloud adoption hitting an inflection point. Advertising serves as a key area for both further growth potential and profitability flow-through," Nowak wrote of Amazon. Amazon's performance this year shows...

Image source: The Motley Fool. Wednesday, March 11, 2026 at 9 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Brad Archer Chief Financial Officer — Jason Paul Vlacich Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Contract Awards -- Secured over $740 million in long-term contracts since February 2025, including more than $495 million attributed to the WHS segment, establishing a record period for the company. -- Secured over $740 million in long-term contracts since February 2025, including more than $495 million attributed to the WHS segment, establishing a record period for the company. WHS Segment Momentum -- WHS (Workforce Hospitality Solutions) segment generated nearly $40 million in quarterly revenue, with contract wins driving reactivation of close to 3,000 beds and data center community footprint expanding 320% from 250 beds to over 1,000 beds within months. -- WHS (Workforce Hospitality Solutions) segment generated nearly $40 million in quarterly revenue, with contract wins driving reactivation of close to 3,000 beds and data center community footprint expanding 320% from 250 beds to over 1,000 beds within months. Customer Retention -- Customer renewal rates exceeded 90%, with average customer relationships spanning more than five years, reflecting enduring client loyalty. -- Customer renewal rates exceeded 90%, with average customer relationships spanning more than five years, reflecting enduring client loyalty. New Community Contracts -- West Texas Power Community and Pecos Power Community contracts reactivated more than 1,800 beds in Pecos, Texas, representing over $150 million in multiyear minimum revenue commitments. -- West Texas Power Community and Pecos Power Community contracts reactivated more than 1,800 beds in Pecos, Texas, representing over $150 million in multiyear minimum revenue commitments. Quarterly Financials -- Reported total revenue of approximately $90 million and adjusted EBITDA of about $...

The International Energy Agency agreed to discharge 400 million barrels from emergency oil reserves, its largest-ever release, as governments seek to contain a spike in energy prices driven by the Middle East war. “The oil market challenges we are facing are unprecedented in scale,” IEA Executive Director Fatih Birol Wednesday said in a statement. “IEA member countries have responded with an emergency collective action of unprecedented size.” The decision was unanimous, Birol said, without detailing the pace of the release. Oil soared to almost $120 a barrel in London earlier this week as flows through the Persian Gulf’s critical Strait of Hormuz remained essentially halted, though futures have since eased — in part on expectations that governments would tap their oil reserves. The IEA, which co-ordinates stockpile releases for OECD countries, has said its 32 members hold more than 1.2 billion barrels in public emergency stockpiles, including the largest buffer, the US Strategic Petroleum Reserve. There’s a further 600 million barrels of industry stocks under government obligation.

这一年的消费讨论里，“谨慎”几乎成了默认语境。 价格更透明，选择更多，决策周期更长，生活服务行业也不例外。但如果把视线从宏观指标移回具体场景，会发现另一种变化正在发生。消费者并没有停止出门、停止吃饭、停止旅行，而是在每一次选择中变得更挑剔。他们开始反复确认，这一笔钱，究竟能换来什么样的感受。 在餐厅里，人们不再只关心菜品本身，而是空间是否舒适、服务是否让人放松；在出行中，目的地的重要性正在让位于参与方式；在零售消费里，低价的吸引力下降，信任、互动与认同感却被不断放大。 这些变化看似分散，却指向同一个方向。 当功能和价格逐渐趋同，消费的决策重心，正在悄然转向更主观、也更稳定的东西。比如情绪是否被照顾，体验是否值得被记住。 在这样的背景下，抖音生活服务与36氪及后浪研究所联合发布了《2025年度生活服务商家趋势报告》（以下简称《报告》）。 《报告》将这种变化概括为“心价比”进入消费决策核心——当价格不再构成绝对优势，消费者开始为确定性的体验、可兑现的情绪价值买单。 它并不是对理性消费的反叛，而是一种对消费顺序的调整。在有限预算之下，人们更愿意把钱花在那些确定能带来情绪回报、体验确认和心理安定感的场景中。生活服务行业，正是最先承接这股变化的地方。 问题随之而来。当“心价比”成为共识，生活服务行业的增长方式会发生什么变化？ 当消费开始为“心动”让位 情绪价值，正在成为新刚需。 在《报告》所呈现的多组数据里，一个反复出现的共性是：消费者并没有简单地“少花钱”，而是在重新分配。情绪价值、体验记忆、社交意义，这些过去被视为附加项的因素，开始直接参与支付决策。 外部研究给出的信号与此一致。埃森哲在相关研究中提到，超过一半的Z世代将消费视为探索自我和社交方式；麦肯锡在2025年5月一份报告中的判断则更直接，消费者在整体上更审慎，但会主动为“提升幸福感”的项目重新安排预算。这种变化并不激进，却极具指向性：消费正在从“是否划算”，转向“是否值得让我投入情绪”。 情绪价值并非抽象概念。在内容端，它已经形成了三个高度集中的关键词：氛围感、体验感与仪式感。氛围感对应的是空间与场域的吸引力；体验感强调参与过程与可记忆的片段；仪式感则将普通消费嵌入生活节点，让一次用餐、一趟旅行、一件商品成为值得记录的时刻。 这三者构成的“心动三角”，正在成为抖音生态内最活跃的搜索与创作方向。创作者围绕场景、参与和...

格隆汇3月11日｜据AXIOS网站，官员们正为至少再持续两周的打击做准备。

随着体验型消费（883434）成为拉动消费（883434）增长的新引擎，电影产业正突破单一观影边界，以IP为纽带、以体验为载体，通过“电影+科技”“电影+文旅”等多元融合模式，搭建起可感知、可参与的线下消费（883434）场景，进一步助燃“体验经济”。动画电影《浪浪山小妖怪》以17.19亿元登顶中国影史二维动画电影票房榜，尽管影片已经下映，但IP热度不减，观影变成打卡，情绪共鸣变成真金白银的体验消费（883434），截至目前，IP带动终端销售额超25亿元，撬动“体验经济”新增长点。(央视财经)

赛富时 ( Salesforce )可能很快就会大规模重返债券市场，该公司正探索筹集至多250亿美元的债务，以帮助为其最近宣布的股票回购计划提供资金。 据知情人士消息报道，赛富时正在准备发行美国债券，总额可能至少达到200亿美元，最终金额有可能达到250亿美元。此次发行最早可能在本周进行，不过具体时间仍可能根据市场情况而变化。如果得以进行，这将是赛富时历史上最大规模的债券发行。 为准备此次潜在的发行，赛富时已要求几家主要华尔街银行安排与固定收益投资者的电话会议。涉及的银行包括 摩根大通 、 美国银行 、巴克莱、花旗集团和 富国银行 。 责任编辑：张俊 SF065

Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . Group of Seven leaders are holding talks this afternoon to discuss the impact of the Iran war on energy supplies as governments across the EU seek ways of limiting the short-term fallout for their constituents. In an effort to contain the spike in oil prices triggered by the conflict, the International Energy Agency (IEA) has proposed its members release emergency oil reserves of as many as 400 million barrels, which would be the largest such move in the organization’s history. The EU, whose top officials will represent the bloc in the G-7 talks, will convene its oil coordination group tomorrow. Earlier today, European Commission President Ursula von der Leyen said the EU executive is exploring measures to try to weaken the influence of natural gas on power costs across the region – including a possible cap on the price. “It is crucial that we reduce the cost impact, when gas sets the electricity price,” von der Leyen said in a speech at the European Parliament in Strasbourg. “We are preparing different options: better use of Purchase Power Agreements and contracts for difference; state aid measures; exploring subsidizing or capping the gas price,” she added. The EU created an emergency gas-price cap mechanism during the energy crisis that followed Russia’s full-scale invasion of Ukraine four years ago, though it was never deployed. Von der Leyen also defended the EU’s Emissions Trading System (ETS), the cornerstone of the bloc’s green agenda, against criticism from business groups. “Without ETS we would now consume 100 billion cubic meters more gas, again making us more vulnerable, more dependent and weaker,” von der Leyen said. “So we need ETS. But we need to modernize it.” More immediate measures being enacted across the region to stem rising prices include a profit-margin cap on fuel and groceries f...