Dmitry Vorobyev/iStock via Getty Images There's absolutely no doubt that 2026 has been an incredibly punishing stock market to invest in. Investors have had to contend with a wide array of negative catalysts, ranging from AI "SaaSpocalypse" fears to the rising geopolitical conflict in the Middle East that is driving a massive spike in oil prices. To me, the best strategy is to keep our heads down and remain invested but to prioritize high-quality stocks that trade at good value, especially those that have seen their share prices recently decimated. In my view, GoodRx Holdings, Inc. ( GDRX ) is looking increasingly feeble. The prescription-drug discounts company is actively losing customers, while recent Trump Administration policy changes are directly setting up a new B2C rival in TrumpRx. Shares of GoodRx have lost half of their value over the past year, but unfortunately I don't see a light at the end of the tunnel yet. Data by YCharts I last wrote a "Neutral" article on GoodRx in December, when the stock was trading just shy of $3 per share. Since then, GoodRx has seen a further ~20% erosion in its share price. That loss of market value, however, has been accompanied by a worsening of revenue and active customer trends, plus an unfavorable shift in the competitive landscape for GoodRx. Now, the stock is looking more and more like a value trap, leading me to downgrade my rating on the stock to "Sell." To me, these are the core risks and red flags that investors should be aware of in this stock: GoodRx's business model is being upended. In the past, GoodRx marketed itself as a way for consumers to get discounts on prescription drugs at pharmacies, and it received a cut of transactional revenue every time a prescription was filled. This ostensibly created a source of recurring revenue for the company. In the past few years, however, the company has suffered through massive shifts in the pharmacy business (including the recent bankruptcy of Rite Aid) , and it's now t...

Torsten Asmus Led by executive chairman Michael Saylor, Strategy ( MSTR ) made a significant bitcoin purchase last week, adding 17,994 coins to its holdings for about $1.28 billion, at an average price of $70,946 per bitcoin. The company stack now stands at 738,731 BTC acquired for $56.04 billion, or $75,862 per coin, according to a filing . The stock was up 3.7% at $ 138.44 in morning trade. Bitcoin ( BTC-USD ) gained about 5% to $69,205.52. More on Strategy My Ultimate Contrarian Bet For 2026: Strategy Strategy: Don't Buy The Perilous Dip, Still Grossly Overvalued Strategy Inc. (MSTR): The 717,000 Bitcoin Treasury Story In 2026 | 2-Minute Analysis Strategy buys more bitcoin tokens in prior week Michael Saylor’s Strategy tops U.S. short list, but high short interest may not signal pure bearishness

As investors pull back on rate cut bets and push expectations out to September, a new energy shock is rattling markets. Dynex Capital Co-CEO Smriti Popenoe joined Bloomberg Open Interest to talk about why inflation may be “transient” again. She also warns the market is now pricing a higher probability of rate hikes. (Source: Bloomberg)

By Jack Queen NEW YORK, March 9 (Reuters) - Anthropic on Monday filed a lawsuit to block the Pentagon from placing it on a national security blacklist, escalating the artificial intelligence lab’s high-stakes battle with the U.S. military over usage restrictions ‌on its technology. The Pentagon on Thursday slapped a formal supply-chain risk designation on Anthropic, limiting use of a technology that a ‌source said was being used for military operations in Iran. Anthropic said in its lawsuit that the designation was unlawful and violated its free speech and due process rights. The ​filing in federal court in California asked a judge to undo the designation and block federal agencies from enforcing it. “These actions are unprecedented and unlawful. The Constitution does not allow the government to wield its enormous power to punish a company for its protected speech," Anthropic said. Defense Secretary Pete Hegseth designated Anthropic a national security supply-chain risk last week after the startup refused to remove guardrails against using its AI for autonomous weapons or ‌domestic surveillance. The designation poses a big threat to ⁠Anthropic’s business with the government, and the outcome could shape how other AI companies negotiate restrictions on military use of their technology, though the company's CEO Dario Amodei clarified on Thursday that the designation had "a narrow scope" and ⁠businesses could still use its tools in projects unrelated to the Pentagon. President Donald Trump has also directed the government to stop working with Anthropic, whose financial backers include Alphabet's Google and Amazon.com. Trump and Hegseth said there would be a six-month phase-out. Reuters has reported that Anthropic's investors were racing to contain the ​damage ​caused by the fallout with the Pentagon. Trump and Hegseth’s actions on February 27 ​came after months of talks with Anthropic over whether the ‌company’s policies could constrain military action and shortly after...

YCG's Updates on Meta Platforms (META) Bitget

ABB Robotics and NVIDIA today announced a breakthrough partnership that brings industrial‑grade physical AI to the factory floor. By integrating NVIDIA Omniverse libraries directly into its RobotStudio programming and simulation suite, ABB Robotics will now deliver physically accurate simulation capabilities in its platform, dramatically cutting engineering time, reducing deployment costs by up to 40% and accelerating time to market by as much as 50%. The new product — called RobotStudio HyperReality — will be available in the second half of 2026 and is already drawing strong interest from ABB Robotic’s global customer base. Early pilots include Foxconn, the world’s largest electronics manufacturer, and Workr, a U.S.‑based robotic workforce company bringing advanced automation to small and medium-size manufacturers. The partnership marks a major milestone for the industrial sector, which has long sought a reliable way to bring AI-powered intelligence to robots, bridging the sim‑to‑real gap that separates virtual robot training from real‑world performance. “Combining RobotStudio with the physically accurate simulation power of NVIDIA Omniverse libraries, we have closed technology’s long-standing ‘sim-to-real’ gap – a huge milestone to deploying physical AI with industrial-grade precision, for real-world customer applications,” said Marc Segura, president of ABB Robotics. A Breakthrough in Physical AI for Industry ABB’s integration of NVIDIA Omniverse libraries into RobotStudio brings physically accurate, photorealistic simulation directly into the tool used by more than 60,000 robotics engineers worldwide. The result is a unified workflow where manufacturers can design, program, test and validate entire automation cells before deploying a single robot. RobotStudio HyperReality exports a fully parameterized robot station — robots, sensors, lighting, kinematics and parts — as a USD file into NVIDIA Omniverse. There, ABB Robotics’ virtual controller runs the same firmwa...

YCG’s Updates on Meta Platforms (META) Insider Monkey

Redwire Corp股价周一早盘上涨5%，主要受益于地缘政治紧张局势持续升温，以及Truist Securities分析师Michael Ciarmoli将其评级从“持有”上调至“买入”，并将目标价从13美元上调至15美元。以下是投资者需要了解的信息。 Redwire股票表现出非凡的强势。推动RDW上涨的因素是什么？ 全球政府和商业客户基础 Redwire总部位于佛罗里达州杰克逊维尔，是一家综合性的航天与国防技术供应商，提供卫星航空电子设备、星跟踪器、太阳传感器、精密和红外相机以及空间态势感知和导航有效载荷。 该公司还向美国、欧洲和其他国际市场的政府和商业航天器运营商提供太阳能电池阵列和可展开复合吊杆。 Redwire在过去十二个月的营收约为2.96亿美元，但仍未实现盈利，净利润率和资本回报率均为大幅负值。这种财务状况使得该股对多年期国家安全合同中标预期高度敏感。 冲突提升了对轨道覆盖的需求 Redwire以9.25亿美元收购Edge Autonomy，为其增添了经过实战检验的“游隼”侦察无人机，以及美国陆军和一个欧洲北约成员国使用的远程情报、监视和目标捕获系统。 随着导弹、无人机和关键航运通道成为焦点，交易员可能将RDW视为押注轨道成像和自主空中监视需求上升的焦点标的。如果冲突扩大，这些能力可以跟踪霍尔木兹海峡等关键咽喉要道周围的油轮交通和沿海基础设施。 对投资者而言，以太空为基础的监视、通信和其他国家安全基础设施的持续需求，是Redwire以政府为中心的业务核心。 责任编辑：张俊 SF065

格隆汇3月9日｜据央视，法国经济部长莱斯屈尔9日在布鲁塞尔出席七国集团财政部长会议后表示，法国政府“已准备好动用战略燃料储备”。莱斯屈尔表示，目前法国燃料供应在数量上“完全没有受到影响”。他指出，当天上午法国已有97%的加油站获得补给。莱斯屈尔还表示，法国目前拥有可覆盖约118天燃料消费量的战略储备，储备规模较为充足。

亚马逊 旗下的Zoox公布了新的服务区域，以测试其自动驾驶出租车服务，这是自动驾驶出租车领域争夺主导权竞赛中的最新举措。 Zoox于周一上午宣布，将其自动驾驶汽车测试项目拓展至达拉斯和凤凰城，使其业务覆盖美国10个市场。这是该公司自2020年被亚马逊以13亿美元收购以来，在地域扩张上最具雄心的举措之一。 Zoox将部署少量经过改装的丰田汉兰达SUV，这些车辆配备了全套传感器套件，但配有人类安全驾驶员，在全面自动驾驶测试启动前对达拉斯和凤凰城进行道路测绘。 Zoox表示，这两座城市街道布局广阔、天气条件多样，旨在对公司的自动驾驶技术进行压力测试。 Zoox去年年底自动驾驶里程突破100万英里，在旧金山和拉斯维加斯的运营中已为超过30万名乘客提供服务。目前该公司在两座城市的部分区域提供免费公众乘车服务——拉斯维加斯大道周边以及旧金山部分指定社区，并计划于2026年在这些市场开始收费运营。 Zoox的最新举措顺应了行业趋势，即通过在美国各地扩大运营，争夺该领域的主导地位。 Alphabet旗下的Waymo无疑是美国市场的领先者，该公司在1月份新增迈阿密业务后，已在六个地区开展运营。截至2026年初，Waymo每周完成45万次付费乘车服务，并计划在2026年将服务拓展至达拉斯、丹佛、底特律、休斯顿、拉斯维加斯、奥兰多、圣安东尼奥、圣地亚哥、华盛顿和纳什维尔。该公司还在纽约、芝加哥、夏洛特、波士顿、东京和伦敦进行测试。 特斯拉 的自动驾驶出租车推出进度要慢得多。公司于2025年年中在奥斯汀和旧金山湾区推出了相关服务，但除奥斯汀少量无安全员车辆外，其自动驾驶出租车仍配备人类安全驾驶员。 尽管如此，特斯拉已表示计划将业务拓展至内华达州和凤凰城，且近期已开始限量生产其Cybercab自动驾驶出租车。 与Cybercab一样，Zoox的车辆是专为自动驾驶出租车打造的，但设计更为极致。Zoox的自动驾驶出租车没有驾驶座和传统操控装置，乘客像在火车车厢里一样面对面而坐。美国国家公路交通安全管理局（NHTSA）去年为Zoox颁发了豁免许可，允许该车型在公共道路上行驶，为其未来的商业投放扫清了障碍。 此外，亚马逊的支持是Zoox的一大优势。 亚马逊的投资助力Zoox在旧金山湾区新建了一座面积达22万平方英尺的制造工厂，Zoox计划在满产状态下每年生产1万辆汽车。除资金外，亚马逊还为Zoox带...

格隆汇3月9日｜美国2月纽约联储1年通胀预期3%，前值3.09%。

格隆汇3月9日｜周一早些时候，全球原油价格升至2022年以来的最高水平——将加油站汽油价格推高至每加仑3.478美元——与此同时，美国与以色列对伊朗的战争没有出现缓和迹象，而总统唐纳德·特朗普表示，为摧毁伊朗的“核威胁”，这只是一个“可以接受的小代价”。GasBuddy石油分析主管帕特里克·德哈恩（Patrick De Haan）隔夜警告称，美国全国平均汽油价格在下个月升至每加仑4美元的概率目前达到80%，“甚至可能更早”。 根据美国汽车协会（AAA）的追踪数据，截至周一，美国全国平均汽油价格为每加仑3.478美元，较一周前的2.997美元大幅上涨。 在其分析中，德哈恩写道：“尽管油价已经出现大幅上涨，但汽油价格本周仍可能继续上升……批发商和炼油商可能从周一早上开始在燃料终端实施罕见的‘日内涨价’。” 德哈恩表示，他预计全国平均油价将从当前的3.45美元升至“本周约3.75至3.95美元”。如果突破每加仑4美元，这将是自2022年8月以来首次出现这一水平。

美国2月纽约联储1年通胀预期 3%，前值3.09% 2026-03-09 23:02:21 来源： 同花顺7x24快讯 分享 美国2月纽约联储1年通胀预期3%，前值3.09%。

In this article Follow your favorite stocks CREATE FREE ACCOUNT A road closure sign leans against a wall outside Royal Exchange in the heart of the City of London, on 13th June 2022, in London, England. Richard Baker | In Pictures | Getty Images Before the war in Iran erupted, the Bank of England was widely predicted to be on course to cut interest rates at its meeting next week. But the U.S. and Israel's attack on major oil producer Iran, and the turmoil engulfing the wider Middle East as the war escalates, have put the brakes on a March rate cut, economists have predicted. "BoE cuts are possible in the first half of 2026, but March is off the table and April requires a clear calming of geopolitical tensions," Allan Monks, chief U.K. economist at JPMorgan, said in emailed analysis. "For now we delay the next cut to April, but the risks are already shifting towards a lengthier pause and larger growth impact," he added. Economists were confident that the central bank's policymaking committee, the MPC, would lean toward a rate cut to stimulate the British economy amid lackluster growth, a weakening jobs market, and a downward trend in the inflation rate . A worker looks out onto the weather deck of the Armada gas condensate platform, operated by BG Group Plc, in the North Sea, off the coast of Aberdeen, U.K. Simon Dawson | Bloomberg | Getty Images The war has damaged oil and gas infrastructure and led to the effective closure of the Strait of Hormuz maritime corridor, jeopardizing global supplies and driving up energy prices. The meeting on March 19 is likely to be overshadowed by heightened uncertainty around the trajectory of energy prices and their impact on the inflation and growth outlook, Anna Titareva, European economist at UBS Investment Bank, said on Monday, predicting policymakers would prefer "to wait for more clarity and stay on hold" in March. "With the geopolitical situation remaining highly uncertain, we think that by the time of the March meeting, the ...

Live Nation, which owns Ticketmaster, has reached a surprise settlement with the Department of Justice in its antitrust case just one week after the trial began. The settlement was announced during a court hearing Monday morning. Under the agreement, Live Nation will pay roughly $200m in damages to states that participated in the lawsuit, and Ticketmaster will be required to open parts of its platform to rival ticketing companies, reported Politico. The agreement also will require Ticketmaster to divest from some of the amphitheaters it owns and cap service fees for its venues at 15% of the ticket price. The agreement also limits long-term exclusivity contracts utilized by Ticketmaster when partnering with venues. Full terms of the agreement have not been publicly confirmed, and a judge still needs to approve the settlement terms. An attorney for New York State told jurors last week that Ticketmaster keeps an average of $7.58 of the price of each ticket for events at major concert venues, claiming the concert ticket conglomerate dominates live-event markets, harming artists, venues and fans. The justice department was set to argue that Live Nation holds illegal monopolies in certain ticketing and venue markets and that Ticketmaster dominates ticketing services through threats and multi-year exclusive contracts with venues. The lawsuit includes attorneys general from 30 states, including California, Massachusetts, Utah and Wyoming. Ten of these attorneys general have agreed to the settlement, according to a Wall Street Journal report. Letitia James, the New York state attorney general, criticized the settlement and declined to agree to it. “The settlement recently announced with the US Department of Justice fails to address the monopoly at the center of this case, and would benefit Live Nation at the expense of consumers. We cannot agree to it,” James in a statement. “My attorney general colleagues and I have a strong case against Live Nation, and we will continue ou...

核心要点 预测市场参与者愈发预期美国经济今年将陷入衰退。 Kalshi 市场上 “美国 2026 年是否陷入衰退” 的概率创下去年 11 月以来新高。 随着油价飙升，预测市场的投资者越来越预期美国经济将在今年陷入衰退。 根据该平台数据，周一 Kalshi 市场上 “美国 2026 年陷入衰退” 的概率跃升至 34% 以上 ，为去年 11 月以来最高水平。而就在上周末，该结果的市场概率还低于 25%。 周一衰退概率跳升，紧随美国油价大幅反弹、突破每桶 100 美元 大关之后。上一次原油突破这一关口，还是 2022 年俄罗斯入侵乌克兰之际。 美伊冲突导致关键航道霍尔木兹海峡关闭，中东产油国近日纷纷减产，引发市场对供应的担忧。随着冲突升级，美国西德克萨斯中质原油（WTI）上周创下有记录以来最大单周涨幅。 经济学家与分析师警告，如果油价持续维持在这一关键关口上方，更高的汽油和燃油价格将冲击消费者与企业支出，美国经济可能面临严重后果。周一油价大涨引发股市抛售，预示着在经历动荡的一周后，投资者仍将面临更多压力。 在 Kalshi 另一项独立市场中，投资者预测 美国下一轮衰退于今年一季度开始 的概率为 11%。Polymarket 市场参与者则预计，截至今年年底美国出现衰退的概率为 31%。 由于原油大涨，Kalshi 参与者认为本月美国汽油均价突破 4 美元 的概率约为 60%。据美国汽车协会（AAA）数据，周一美国普通汽油全国均价为 3.48 美元 。 注：Kalshi 市场对衰退的定义为 国内生产总值连续两个季度负增长 。这与美国国家经济研究局（NBER）的官方衰退判定略有不同，后者基于更综合的 “经济活动显著下滑”—— 范围广泛且持续数月以上 —— 来宣布衰退。 责任编辑：郭明煜

“Pharma Bro” Martin Shkreli has published a detailed bull case for photonic computing Thursday , sayinghe is now actively working at Q/C Technologies Inc., the micro-cap firm he first invested in last December. What Shkreli Is Arguing Shkreli’s Substack essay, titled “Photonic Computing: The Final AI Hardware Frontier,” lays out a simple thesis: GPUs from Nvidia Corp. spend roughly 99% of their time doing one thing, matrix multiplication. Trillions of dollars in market value exist to make that single calculation faster and cheaper. Photonic computing uses light instead of electrical signals to do the same math. Don't Miss: Shkreli argues light can handle these operations in near-linear time versus cubic time for GPUs. On large matrices, that difference could be enormous. Shkreli was named a strategic advisor to QCLS in December. His partner Chelsea Voss, a member of technical staff at OpenAI, joined the board in January. Why It Matters For The GPU Trade If Shkreli is right, some large prediction market contracts in crypto would need to reprice. Polymarket gives Nvidia a 61% chance of ending 2026 as the world’s largest company by market cap, and the AI bubble burst contract sits at 19% by year-end , with one trigger being NVDA falling 50% from its all-time high. Both markets assume GPU dominance holds. Shkreli is betting it doesn’t. If photonic computing scales, GPU pricing power could compress. Trending: Disney Was Built on Character IP — This Pre-IPO Company Is Using the Same Playbook NVDA is trading at roughly 25x forward earnings despite 67% EPS growth, a valuation that Bernstein’s Stacy Rasgon called historically cheap but one that still prices in GPU dominance continuing indefinitely. Even if photonics eventually disrupts GPU economics, the prediction markets suggest almost nobody sees it as a near-term threat. Why Traders Are Skeptical QCLS started life as TNF Pharmaceuticals and pivoted to photonic computing in September 2025. SEC filings explicitly earmarked...

美联储：美国2月一年期通胀预期小幅回落至3%。 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。

Now’s the perfect time to sort your outdoor space, and we’ve got the whole thing covered with our roundup of the best online nurseries. Plus, gardening pros reveal their go-to kit • Don’t get the Filter delivered to your inbox? Sign up here With the first signs of spring and that tantalising sense of sap rising, it’s time to venture into the garden. If it’s looking a mess, then don’t despair: these days the received wisdom is to let it stay scruffy over the winter, providing a much-needed habitat for all kinds of wildlife. So the good news is that you’ve been doing your bit, however unwittingly. Now, though, it’s time to tidy up dead leaves, straggly growth and all those precocious weeds that are trying to get a head start. And if 2026 is the year that you want to up your gardening game – whether that’s planning a new border, or just plugging some gaps – you might be thinking about buying some new plants. We’re here to help. The best LED face masks, tested The best Mother’s Day gifts for mums, grannies, aunties and friends ‘I’m going to be very cautious about buying gnocchi from now on’: the best (and worst) supermarket gnocchi, tasted and rated The best pillows for every type of sleeper, tested Continue reading...

Jack Dee, creator, co-writer, played Rick Spleen I was doing a lot of standup, working with other comedy writers. I was interested in the relationship between writer and performer. I wondered: “What if the writer is funnier than the performer?” I approached Pete Sinclair, who I’d written with for a long time, and said: “What do you reckon?” BBC4 commissioned a pilot. We developed the world of Rick Spleen and his relationship with his writer and the public. Spleen is trumped by everyone in his life. His wife is more successful than him. Magda, his Polish cleaner, is more logically intelligent. His daughter and her boyfriend are cooler and his writer is funnier. Everywhere he looks, he’s bashed about by people better than him. He’s basically a “what-if” version of me. Had I not found success, that’s what I would’ve been doing: deluding myself into thinking it will happen, or believing it’s not my fault that it hasn’t. double quotation mark Everywhere he looks, he’s bashed about by people better than him Some of what goes on with Rick has happened to me, like when he hosts a corporate do. These things are always terrible: everyone is waiting to see if they’ve won an award, they’re all pissed, and nobody has come to see you. Rick finds that out the hard way. We certainly weren’t the first show to centre on the private life of a comedian, but it had a very British feel: the audience could understand how this comedian, who wasn’t terribly funny, was still able to get work. If I slip on a banana skin and find it funny, I’ve got a sense of humour because I can see the joke. A lot of comedians like Rick don’t have a sense of humour and can’t laugh at themselves, which is really weird, but I think we pinpointed it quite accurately. I’m sure I share Rick’s frustrations with the world, but he allows them to ruin his day and destroy his career. I make a conscious effort not to allow all that stuff to get in the way. It doesn’t get any easier – because the older you get, the more...

YCG LLC, an asset management firm, released its fourth quarter 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, the S&P 500 Index returned 2.66%, and the S&P Global Broad Market Index returned 3.22%. The global stock market currently favors speculation and high-risk investor behavior, driven by a concentration of AI-themed stocks, a trend in which unprofitable companies outperform profitable ones, a decline in high-quality stocks, a momentum-driven market, and alpha generation from heavily shorted stocks. As long-term investors, the portfolio consists of dominant and resilient high-quality stocks. High-quality companies have historically recovered strongly after sharp relative downturns, supporting the firm’s patience. The firm strongly believes its focus on high-quality companies with periodic, opportunistic rebalancing, built on lasting behavioral advantages, is expected to provide good risk-adjusted returns in the long run. Please review the firm’s top five holdings to gain insights into their key selections for 2025. In its fourth-quarter 2025 investor letter, YCG Investments highlighted stocks like highlighted stocks like Meta Platforms, Inc. (NASDAQ:META). Meta Platforms, Inc. (NASDAQ:META) is a multinational technology company that develops products to connect people. On March 06, 2026, Meta Platforms, Inc. (NASDAQ:META) stock closed at $644.86 per share. One-month return of Meta Platforms, Inc. (NASDAQ:META) was -6.55%, and its shares gained 5.84% of their value over the last 52 weeks. Meta Platforms, Inc. (NASDAQ:META) has a market capitalization of $1.6 trillion. YCG Investments stated the following regarding Meta Platforms, Inc. (NASDAQ:META) in its fourth quarter 2025 investor letter: "Meta Platforms, Inc. (NASDAQ:META) is the largest social media company in the world with over 3.5 billion daily active users of at least one of its four core products (Facebook, Instagram, Messenger, and WhatsApp). It’s also a former holdi...

ogichobanov Consumers appear to be more concerned about their prospects for finding a job if they lose their current one, according to the New York Fed's February Survey of Consumer Expectations released on Monday. However, they're less worried about losing the job they currently have, fitting with the "low hire-low fire" narrative. It's important to note, though, that the New York Fed collected data for the survey from Feb. 2 through Feb. 28, 2026, indicating that almost all the data doesn't consider the effects from the war in Iran, which started on Feb. 28. The mean perceived probability of finding a job in the next three months if one's current job is lost slid 1.6 percentage points to 44.0%, just slightly above the series low touched in December 2025. Meanwhile, they're more confident that they won't lose their current job, and they're less likely to quit. The mean perceived probability of losing one's job in the next 12 months fell by 1.0 pp to 13.8%, slightly below the trailing 12-month average. The mean probability of leaving one's job voluntarily dropped by 2.8 pps to 15.9%, a new series low. Their expectations on household finances held steady during February. The median expected growth in household income was unchanged at 2.9%, equaling its trailing 12-month average. And median nominal household spending growth expectations held at 4.9%, also matching the trailing 12-month average. They also became confident in their ability to keep up with debt payments. The average perceived probability of missing a minimum debt payment over the next three months fell by 2.1 pps to 11.6%, the lowest level since February 2024. Inflation expectations were little changed in February. Median inflation expectations edged down by 0.1 pp at the one-year horizon to 3.0% and were steady at the three-year and five-year ahead timeframes at 3.0%. That could shift significantly in subsequent surveys due to the conflict in Iran. On Monday, crude oil prices jumped above $100 per barre...

文章提及标的 纯碱 -- 烧碱 -- 合成橡胶 -- 玻璃 -- 棉花 -- 菜粕 -- 期市夜盘收盘，国内期货主力合约多数下跌。跌幅方面，烧碱跌超4%，合成橡胶、纯碱（884022）、玻璃跌超2%，棉花、菜粕、橡胶、20号胶、甲醇等跌超1%。涨幅方面，燃油涨超12%，苯乙烯、低硫燃油、纯苯涨超10%，PTA、短纤涨超7%，对二甲苯涨超6%，瓶片、塑料、聚丙烯涨超5%。

Americans’ inflation expectations remained mostly unchanged, while expectations about leaving their job voluntarily dropped to a record low, according to a Federal Reserve Bank of New York survey. Consumers last month saw inflation at 3% over the next year, down from 3.1% in January, based on the median response in the New York Fed’s monthly Survey of Consumer Expectations released Monday. Expectations for inflation in three years and in five years were stable at 3%. The survey was conducted Feb. 2-28 and reflected sentiment before the Iran War pushed up energy prices. Respondents saw lower odds of finding a job in the next three months if they lost their current one. Expectations of voluntarily quitting their position dropped to just below 16% — the lowest in data back to 2013. Fed officials are seen holding interest rates steady when they meet next week in Washington. Yet, several policymakers have pointed to several household surveys that illustrate consumer anxiety about the labor market. The latest government data showed the unemployment rate edged up to 4.4% in February, while payrolls declined 92,000. Read More: Surprise Drop in US Payrolls Casts Doubt on Steadying Job Market Still, the New York Fed survey showed respondents saw a 13.8% probability of losing their job in the next year, the lowest since November. Moreover, there was a slight improvement in consumers’ expectations about their finances. The average probability of missing a minimum debt payment in the next three months fell to the lowest since February 2024.

伊朗有集會，表達效忠新任最高領袖穆傑塔巴。據報他將首次向伊朗民眾發表講話。伊朗及以色列繼續向對方採取軍事行動。德黑蘭揚言襲擊持續，就無任何對話餘地，又警告美國離開中東地區，才能保證霍爾木茲海峽與能源通道安全。 伊朗選出新任最高領袖，周一有大批民眾上街，表達效忠新任最高領袖穆傑塔巴。有人高舉伊朗國旗並高叫口號。軍方及政治領袖亦已表達效忠。伊朗專家會議之前一日，以壓倒票數推舉已故最高領袖哈梅內伊次子穆傑塔巴繼任。 56歲的穆傑塔巴，1969年在伊朗東北部第二大城市馬什哈德出生，高中畢業後加入伊斯蘭革命衛隊，曾在伊朗與伊拉克的兩伊戰爭服役，在伊斯蘭革命衛隊及政府中有堅實的支持。 在伊朗首都德黑蘭，周一有民眾悼念在美國與以色列連日軍事行動中喪生的人。伊朗官員指，衝突至今過千人死亡，大部分是平民，當中一成多是小朋友，最小只得幾個月大，另外有過萬人受傷。 伊朗周一繼續對以色列發動導彈襲擊，在以色列中部城市拉馬特甘，有人重傷送院。另一個中部城市耶胡德，救援人員在現場搜救。以色列方面證實，伊朗這次襲擊釀成死傷。以軍就指對德黑蘭、伊斯法罕及伊朗南部地區的設施，發動新一輪大範圍打擊。 國際社會關注伊朗局勢。伊朗駐華大使法茲里周一在北京一場記者會上指，新任最高領袖穆傑塔巴具備伊朗憲法規定的最高領袖必須具備的所有條件。 至於戰火持續，導致霍爾木茲海峽運輸受阻，衝擊全球能源供應，法茲里指，伊朗一貫保障霍爾木茲海峽通行安全，美國才是地區不安全的來源，美國只能通過離開相關地區，而不是增加軍事力量，來保證霍爾木茲海峽和能源通道的安全。他警告，若得不到安全保障，霍爾木茲海峽通行將一直被管制，但不等於封閉。 伊朗外交部發言人巴加埃批評，美國掠奪能源的圖謀已不是秘密，企圖削弱並分裂伊朗，伊朗將竭盡全力捍衛國家主權，揚言襲擊繼續的話，除了防禦和對敵人進行沉重打擊外，沒有任何對話餘地。 美國國務卿魯比奧周一強調，美國對伊朗採取行動，目標是要摧毀伊朗政權發射導彈的能力，包括導彈、發射器、製造導彈的工廠，以及摧毀伊朗海軍。

今年3月以来，辽宁振兴银行、黑龙江友谊农村商业银行、上海松江富明村镇银行等多家中小银行下调存款利率，调整对象包括活期存款、多个期限的定存产品等。值得注意的是，此番调整后，部分中小银行出现长短期存款利率倒挂现象。如黑龙江友谊农村商业银行最新的五年期定期存款利率为1.6%，低于该行三年期定存利率1.75%。记者也注意到，在此轮中小银行降息潮之前，包括建设银行（601939）在内的部分大型银行的存款产品利率也存在倒挂。专家分析，近期中小银行降息，是在当前适度宽松货币政策的背景下，银行为稳定净息差采取的策略，而存款利率倒挂，是银行进行精细化负债管理的一种表现。业内人士分析，在推动社会综合融资成本下降、银行净息差承压的背景下，银行或将继续下调存款利率。(央视财经)

AMD is giving its embedded chips 80 TOPS of AI compute - Techzine Global Techzine Global

格隆汇3月9日｜据纽约邮报，美国总统特朗普表示，“远未到”向伊朗派兵的地步。

Oracle (NYSE:ORCL - Get Free Report) had its price objective cut by research analysts at Scotiabank from $220.00 to $215.00 in a report released on Monday,Benzinga reports. The firm currently has a "sector outperform" rating on the enterprise software provider's stock. Scotiabank's target price would indicate a potential upside of 45.11% from the company's previous close. Get Oracle alerts: Sign Up Other analysts have also issued research reports about the company. Piper Sandler cut their price objective on Oracle from $290.00 to $240.00 and set an "overweight" rating on the stock in a research report on Monday, February 2nd. The Goldman Sachs Group raised Oracle to a "strong-buy" rating in a research note on Monday, January 12th. TD Cowen reduced their price target on Oracle from $350.00 to $250.00 and set a "buy" rating on the stock in a research report on Friday. JPMorgan Chase & Co. decreased their price objective on Oracle from $270.00 to $230.00 and set a "neutral" rating for the company in a research note on Thursday, December 11th. Finally, Royal Bank Of Canada cut their target price on shares of Oracle from $195.00 to $160.00 and set a "sector perform" rating on the stock in a research note on Wednesday, March 4th. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Oracle currently has an average rating of "Moderate Buy" and a consensus price target of $277.66. Check Out Our Latest Report on Oracle Oracle Trading Down 3.1% NYSE ORCL traded down $4.80 during trading on Monday, hitting $148.16. The stock had a trading volume of 8,860,495 shares, compared to its average volume of 26,181,369. The company has a quick ratio of 0.91, a current ratio of 0.91 and a debt-to-equity ratio of 3.28. The company has a market capitalization of $425.68 billion, a PE ratio of 27.85, a PEG ratio of 1.34 and...

Oracle (NYSE:ORCL - Get Free Report) had its target price decreased by investment analysts at Barclays from $310.00 to $230.00 in a research report issued on Monday,Benzinga reports. The firm currently has an "overweight" rating on the enterprise software provider's stock. Barclays's price target would suggest a potential upside of 55.24% from the stock's current price. Get Oracle alerts: Sign Up ORCL has been the subject of several other reports. JPMorgan Chase & Co. lowered their price objective on shares of Oracle from $270.00 to $230.00 and set a "neutral" rating for the company in a research note on Thursday, December 11th. Oppenheimer upgraded Oracle from a "market perform" rating to an "outperform" rating and set a $185.00 price target on the stock in a report on Wednesday, February 25th. Stifel Nicolaus dropped their price objective on Oracle from $350.00 to $275.00 and set a "buy" rating for the company in a report on Thursday, December 11th. Royal Bank Of Canada reduced their target price on Oracle from $195.00 to $160.00 and set a "sector perform" rating on the stock in a research note on Wednesday, March 4th. Finally, Sanford C. Bernstein set a $313.00 price target on Oracle in a research note on Monday, February 9th. Three research analysts have rated the stock with a Strong Buy rating, twenty-six have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $277.66. Check Out Our Latest Stock Report on Oracle Oracle Trading Down 3.1% NYSE:ORCL traded down $4.80 during trading hours on Monday, reaching $148.16. The company's stock had a trading volume of 8,860,495 shares, compared to its average volume of 26,181,369. The company has a debt-to-equity ratio of 3.28, a quick ratio of 0.91 and a current ratio of 0.91. The firm has a market capitalization of $425.68 billion, a price-to-earni...