Joe_Potato/iStock Editorial via Getty Images Phillips 66 ( PSX ) said Sunday it appointed two new members to its board of directors following "constructive" engagement with activist investor Elliott Investment Management, avoiding a potential second proxy fight this year. The agreement comes as the refiner's financial performance has improved, with its shares surging 39% over the past 12 months. Howard Ungerleider brings more than 30 years of financial and operational leadership across the chemical, packaging, and specialty materials sectors, serving as President and CFO of Dow Inc. and CFO of DowDuPont; in a sign of how much Phillips' ( PSX ) standing has improved since a proxy battle with Elliott ended in a split vote last year, Ungerleider was a Phillips nominee from 2025 who was not voted on to the board. Kevin Meyers has more than 40 years of experience in the oil and gas industry and retired from ConocoPhillips in 2010 after serving as senior VP for exploration and production in the Americas. The new directors will replace Glenn Tilton and Marna Whittington, who announced their retirement last year. "Phillips 66's asset quality and market position create a compelling opportunity for value creation, and we are encouraged by the company's efforts to bring fresh perspectives to the board," Elliott said. "As one of Phillips 66's largest investors, we will remain engaged with management and the board in their work to realize the company's full value." Elliott had been urging Phillips 66 ( PSX ) to focus on its refining operations and advocated exploring the sale or spinoff of its midstream business and other asset divestments. More on Phillips 66 Phillips 66 Presents at Morgan Stanley Energy & Power Conference 2026 Transcript Phillips 66: Attractive As Geopolitical Tensions Surge Phillips 66: Finally Positioned For A Refining Upcycle (With A Venezuela Kicker)

Torsten Asmus/iStock via Getty Images The Treasury market is caught between three dynamics: the haven trade, where worries about stocks and the geopolitical situation sent investors scurrying into safe assets; renewed fears of inflation, with oil prices taking off, on top of six months of already accelerating inflation ; and fears of an onslaught of new supply as deficit spending and borrowing are likely to get a lot worse. The haven trade pushes up bond prices and thereby pushes down yields. This was happening into last weekend. The 10-year Treasury yield had been dropping for days, and on Friday, February 27, dropped to 3.95% despite the hot PPI reading and fell below 3.93% in overnight trading on Sunday. But then, as the US began bombing Iran, it flipped into fears about inflation and supply. Monday morning (March 2), the 10-year Treasury yield shot up by 14 basis points from the Sunday low to 4.07%. And it rose further throughout the week, and on Friday, March 6, closed at 4.15%, up by 22 basis points from the Sunday overnight low. The Effective Federal Funds Rate (EFFR, blue line), which the Fed targets with its policy rates, shows the rate cuts that the 10-year yield has been blowing off. The 30-year Treasury yield rose to 4.77% on Friday, back where it had been in April 2024, before any of the Fed’s rate cuts, which started in September 2024. The 30-year yield reacts to bond market issues, such as expectations of future inflation and expectations of supply of new bonds that have to be absorbed; and it is not particularly influenced by the Fed’s short-term policy rates. But 30 years is a long time for inflation to go off the rails and for an onslaught of new supply. These are big risks – and investors in 30-year paper seem too sanguine about them, or else they would ask for higher yields. Inflation saps the purchasing power of long-term bonds; and the yield has to be high enough to compensate investors for this loss of purchasing power and for the other risks ...

President Donald Trump ’s eldest sons are investing in a new drone company, expanding their defense portfolio at a moment when the Pentagon is ramping up its own spending on unmanned aircraft systems. Powerus, a West Palm Beach, Florida-based business, said Monday that it will go public in a deal backed by Donald Trump Jr. and Eric Trump . The company plans to combine with a Nasdaq-listed golf course operator, Aureus Greenway Holdings Inc. , according to a statement. Shares of Aureus Greenway jumped as much as 24% in New York on Monday, and were up 14% to $5.57 at 9:55 a.m. The boutique investment bank Dominari Holdings Inc. , which has worked on other Trump family transactions in drones and cryptocurrencies, advised. The Korea Climate & Governance Improvement Fund invested $50 million in the deal, which was reported earlier by the Wall Street Journal. “The opportunity in front of us is significant, and we intend to capture it,” said Brett Velicovich, co-founder of Powerus and a US Army special operations veteran who wrote a book called Drone Warrior . The move adds to other recent drone investments for the first family. Last month Eric Trump backed a $1.5 billion deal to take an Israeli firm that builds such tactical aircraft, Xtend, public in a merger with a Nasdaq-listed construction company. A third drone parts company called Unusual Machines Inc. backed both the Xtend and Powerus deals. Trump Jr. has been an adviser to Unusual Machines since 2024, and invested in the company. The new deals come as the Department of Defense is working to increase its drone purchases, with a $1.1 billion initiative to procure hundreds of thousands of them by 2027, and build up an American manufacturing base for the systems.

Emma Thompson, Malala Yousafzai, Nazanin Zaghari-Ratcliffe and Gisèle Pelicot are among the headline names appearing at Hay festival 2026, organisers have announced. The popular UK literary festival has now unveiled its full programme, featuring more than 500 events running from 21 to 31 May in Hay-on-Wye, Powys. A wide range of leading writers, including Ian McEwan, Maggie O’Farrell, Colm Tóibín, Ali Smith, Elizabeth Strout, Matt Haig, Douglas Stuart, Samantha Harvey, Val McDermid and Ocean Vuong, will appear. Margaret Busby, Cressida Cowell, Tayari Jones, Elizabeth Day, Frank Cottrell-Boyce, Helen Oyeyemi and Ruth Ozeki also feature in the literary schedule, alongside an array of other writers, speakers and thinkers. Political figures set to speak at the festival include David Miliband, Nicola Sturgeon, Sajid Javid and Louise Casey, alongside historians Alice Roberts, David Olusoga and Simon Schama. Themed panels will include a discussion on gender equality, hosted by former leader of the Scottish Conservatives Ruth Davidson, former Australian prime minister Julia Gillard, Labour peer Harriet Harman, and Sky News political editor Beth Rigby. There will be a host of genre-themed events, including a romantasy panel. Elsewhere, Facebook whistleblower and author of Careless People, Sarah Wynn-Willliams, will be in conversation on the power of tech companies, alongside investigative journalist Carole Cadwalladr, the reporter who exposed the Cambridge Analytica scandal. Musicians including Gwenno and Aled Jones will take to the stage throughout the festival. And the comedy lineup features Dawn French, Michael McIntyre, Sara Pascoe, Sandi Toksvig and Greg Davies, among others. There will also be conversations on the art of adaptation, as director Emerald Fennell talks about Wuthering Heights, while Maggie O’Farrell and producer Liza Marshall go behind the scenes on Hamnet. Young readers will be able to attend events with children’s authors including Michael Morpurgo and ...

Speaking to the media after the game, both managers were reluctant to comment on the behaviour of supporters. "As we were making our way back, I think there was some sort of fracas; somebody tried to get on the field," Celtic interim boss Martin O'Neill said of the fan who wrestled with a member of his staff. "And, as you say, maybe it does taint proceedings, but I think there's an element of self-protection in that one. So, if that's the case, please, I'm making judgments here on things that I only half saw. "The security men, in fairness to them, were wanting to get people off. But there is a natural euphoria about winning a game and about fans joining in. If this has gone too far, that would be disappointing." Rangers head coach Danny Rohl insisted he did not see the trouble. "I was not on the pitch in this moment. I didn't see it until now," the German said. "Nobody likes to see this. It was a great atmosphere in 120 minutes. All the other things should not be in the stadium or around football." Speaking on Monday, Scotland's first minister, John Swinney, said the violence has no place in football, calling it "completely unacceptable". "The violence after the Old Firm game yesterday at Ibrox was completely and utterly unacceptable – there is no justification for it whatsoever," he said. "There was severe danger applied to fans and to police officers and to stewards. It was completely unacceptable in every respect. "What I want to make clear is the police have my full support in pursuing everyone involved in this incident, also that we will work constructively with the clubs - who must be horrified by the scenes that they witnessed - as well to address the situation, to work with the Scottish Football Association, to make sure that, collaboratively and collectively, we do all that we can to make sure that these types of incidents have no place in Scottish football." Former Celtic striker Chris Sutton also criticised the "ugly" scenes. "When a fan comes on to the ...

Five members of the Iranian women’s football team have been taken into the protection of police in Australia after refusing to return to their home country following the team’s elimination from the Women’s Asian Cup, according to reports. Speculation had mounted for days that some of the players would try to seek asylum in Australia after reports that they had been called “traitors” for refusing to sing their national anthem before their opening game of the tournament last week. On Monday there was a tense standoff at the team hotel on the Gold Coast in Queensland, where anti-Iranian regime protesters gathered as the players prepared to board a bus taking them to the airport for their return flight to Iran. On Monday night it was reported that five of the players had slipped their regime minders and were being sheltered by the Australian federal police. Citing sources within the Australian-Iranian community, Nine newspapers reported that the women were “receiving support” from police. “Police have taken them somewhere safe,” Hadi Karimi, a Brisbane-based human rights activist, told Nine. “It’s great, it’s amazing.” There were “chaotic scenes” at the Royal Pines hotel, according to news.com, as minders rushed into the lobby looking for the women. The news.com report said that the Department of Home Affairs had begun processing asylum claims by the women after “secret talks” with the players, when their 2-0 defeat to the Philippines in Robina on Sunday night meant they were out of the tournament. It was also reported that the home affairs minister, Tony Burke, flew to Queensland on Monday to speak to the players and that he would make a statement on Tuesday. The Department of Home Affairs was contacted for comment. Protesters briefly blocked the team bus leaving the stadium on Sunday, waving the international sign for help at the players – a fist closed with thumb underneath the four fingers, then opened again. It appeared that some of the players tried to return the ...

Friedrich Merz’s Christian Democrats (CDU) have stumbled into a busy election year with a defeat to the Greens in a key state poll, as his embattled party struggles to fend off a challenge in other pivotal races from the far right. The German chancellor’s conservative CDU had enjoyed a double-digit lead in the south-western car production region of Baden-Württemberg just weeks ago but the Greens and their charismatic candidate Cem Özdemir eked out a half-point-margin win in Sunday’s poll with 30.2%. Merz, who has travelled to Beijing and Washington in the past two weeks to defend German and European interests amid growing global turbulence, called it a “bitter result” and said the onus was on his government to win back voters. “We will now have to make more substantial progress with the necessary reforms so that we in Germany can emerge from this difficult economic situation,” he told reporters on Monday. View image in fullscreen Merz (left) speaking to Trump in the Oval Office last week. Photograph: Mark Schiefelbein/AP The surprise Greens triumph is expected to make Özdemir, a former federal cabinet minister and party co-chair, Germany’s first state premier from the large Turkish diaspora community, more than half a century after the first “guest workers” arrived. Özdemir, 60, whose parents moved to Germany in the 1960s, has said he wants to continue the decade-old Greens-CDU coalition government after a hard-fought campaign in the prosperous state of more than 11 million people. He would succeed Germany’s first and so far only Green state leader, Winfried Kretschmann, who is retiring after 15 years in charge. View image in fullscreen Özdemir (left) with Winfried Kretschmann during their election campaign in Stuttgart. Photograph: Thilo Schmülgen/Reuters The far-right Alternative für Deutschland party zeroed in on deindustrialisation fears in the state’s automobile heartland, home to Mercedes-Benz and Porsche, and nearly doubled its score from the last election fi...

格隆汇3月9日｜据央视，伊朗方面表示，在近期防空行动中击落一枚美军的先进巡航导弹“联合空对地防区外导弹”(JASSM)。伊朗方面称，该导弹技术编号为AGM-158，被认为是美国武器库中较为先进的巡航导弹之一。

全球鋰電池龍頭寧德時代CATL(300750-SZ)於週一公布最新財報。受惠於營運效率顯著提升，公司2025會計年度第四季稅後淨利達231.7億元人民幣，年增率高達57.1%，大幅超越法人原先預測的40.9%。 此次雙位數成長不僅高於2025會計年度第三季41.2%的年增率，更創下公司過去兩年半以來最大的利潤增幅。在電動車電池產業正面臨供給過剩與價格戰加劇的情況下，寧德時代仍維持強勁的獲利能力。 產業分析師指出，寧德時代在面對地緣政治不確定性時仍展現穩健表現。儘管美國總統川普對跨境供應鏈採取更嚴格的審查態度，加上全球貿易環境持續波動，公司仍憑藉技術領先優勢與產業規模，持續鞏固其全球市場地位。 從財報數據來看，寧德時代在競爭加劇的市場環境中仍成功維持利潤加速成長，顯示其在成本控管與規模經濟方面具備明顯競爭優勢。

以色列对黎巴嫩北部发动空袭 2026-03-09 21:54:21 来源： 同花顺7x24快讯 分享 当地时间9日，总台记者获悉，以色列不久前对黎巴嫩北部赫尔梅勒地区发动了空袭。(央视新闻)

当地时间9日，伊朗方面表示，在近期防空行动中击落一枚美军的先进巡航导弹“联合空对地防区外导弹”(JASSM)。伊朗方面称，该导弹技术编号为AGM-158，被认为是美国武器库中较为先进的巡航导弹之一。（央视新闻）

财联社3月9日讯（编辑 牛占林） 诺和诺德已撤销针对远程医疗平台Hims & Hers的专利侵权诉讼，此前双方达成协议，Hims将通过其平台销售诺和诺德的品牌药物。受此消息影响，Hims股价周一美股早盘一度飙升近50%，涨幅最新收窄至43%左右。诺和诺德上涨1.3%。 诺和诺德首席执行官Mike Doustdar周一表示：“我们决定撤回当前的法院诉讼。当然，我们保留在必要时重新提起诉讼的权利，但我预计这种情况不会发生。” 根据双方协议，Hims将提供注射剂和口服形式的司美格鲁肽(商品名分别为Ozempic和Wegovy)，其价格将与其他远程医疗平台保持一致。同时，Hims将不再在其平台或营销材料中宣传复方GLP-1减肥药。 分析师表示，这一进展既出人意料，对Hims而言显然也是利好，该公司原本正面临一场旷日持久且代价高昂的法律诉讼前景。 今年2月份，诺和诺德曾宣布起诉Hims，指控其"大规模非法配制"药物。此前Hims宣布将销售一种仿制版Wegovy减肥药片，售价49美元，比诺和诺德通过其直销平台NovoCare销售的品牌药便宜约100美元。 在遭到诺和诺德和美国食品药品监督管理局(FDA)的双重反对后，Hims迅速下架了该药品。FDA承诺采取"果断措施"限制复方药房的操作，并将Hims案件移交给司法部，因其可能违反联邦法律。 此前，Hims通过销售这类“仿制版”减肥药获得了巨大收益。这些产品利用了美国监管中的一个 法律漏洞：当某种药物出现短缺时，除专利持有者外，其他公司也可以合法销售该药的复方版本。 在该药上市初期，司美格鲁肽确实曾出现供应短缺。但随着诺和诺德扩大生产能力，这一问题已经得到解决。然而，Hims仍继续销售复方版本，并辩称其产品属于“个性化配方”，因此具有合法性。 目前，司美格鲁肽在美国的专利保护将持续到2032年。去年，诺和诺德曾与Hims合作，为该远程医疗平台用户提供折扣版减肥针剂。但仅仅两个月后，诺和诺德便终止了合作，并指责Hims 使用“具有误导性的营销方式”，对患者安全构成风险。 Doustdar表示：“这次的情况与我们上一次合作时完全不同。”他补充说：“Hims已经同意，一旦获得我们的产品，他们将不再向大众宣传或推广复方药物。他们已经同意调整商业模式，仅在极少数确实需要的情况下才提供复方版本。” Doustdar提到，自今年1月推出以来，W...

格隆汇3月9日｜欧盟委员会执行副主席东布罗夫斯基斯：正在就能源领域的潜在措施进行考量，选项之一是动用石油储备。

British rapper and producer Dot Rotten, who flourished in the grime scene before crossing over to mainstream success, has died aged 37. The musician, real name Joseph Ellis-Stevenson, reportedly died in the Gambia. His family confirmed the death to the BBC. Born and raised in south London, Ellis-Stevenson began producing music in childhood and was still a teenager when he released his debut mixtape This Is the Beginning, in 2007. He became celebrated as one of the core beat-makers in the then flourishing grime scene, with tracks such as Petrol Bomb and Bazooka providing heavy yet spry backings for MCs. He released seven volumes of his Rotten Riddims series, plus a number of other mix tapes. Rotten was an accomplished MC himself, unafraid of combative tracks that clashed with peers such as Wiley, P Money JME and Stormzy over the years. He crossed over to a wider audience after being signed to Mercury Records in 2011, appearing on Ed Sheeran’s No 5 Collaborations Project EP that year as well as an all-star charity record, Teardrop, released to benefit Children in Need. He was nominated for the BBC’s Sound of … poll in 2012, and later that year released his only solo Top 20 hit, Overload, which leaned towards a dubstep sound and sampled Robert Miles’ trance hit Children. His debut album for Mercury was not a commercial success and Ellis-Stevenson left the label, changed his artist name to Zeph Ellis, and refocused on production. One of his instrumentals, XCXD BXMB, was used by Kano for his hit track Garage Skank, and he also co-produced I See You Shining, a Top 40 hit for Nines. Lady Leshurr was among the British rap names paying tribute, writing: “My jaw just dropped … rest in perfect peace Dot Rotten, we’ve lost another GOAT [greatest of all time]”.

Micron Technology stock was on track for a third consecutive decline Monday as investors digested some mixed news ahead of the memory supplier’s March 18 earnings report. The good: Analysts at two Wall Street firms reiterated Buy-equivalent ratings and boosted their price targets for the stock, arguing that the memory demand cycle is still on the way up. Micron shares were down 1.2% to $365.81 in premarket trading.

Victor Golmer/iStock Editorial via Getty Images Invesment Thesis On Friday, a Bloomberg report outlined that Novo Nordisk ( NVO ) had ended its feud with Hims & Hers Health ( HIMS ) with both parties now agreeing to a partnership to sell Wegovy via the HIMS platform. The move, therefore, brings an end to the regulatory issues that have been associated with compounded GLP-1 products. In terms of strategy, it’s a small victory for Novo. The company can now avoid cannibalizing sales of its ~$599 branded Wegovy product with the $49 compounded alternatives offered by HIMS. At the same time, it gets to tap into the 2.5M digital health subscribers of the latter. All this, in one deal, transforms a potential disruptor to a distribution partner. NVO is down 42% since my last coverage and despite intensifying competition and near-term pricing pressure, Novo Nordisk still retains a structurally strong position in the obesity market. Its exceptional margins, massive cash generation and expanding distribution channels provide the financial flexibility to defend market share while investing in next-generation therapies. Data by YCharts A Profit Machine: Novo Nordisk’s Margin Power Funds the Next Wave of Innovation In my view, Novo Nordisk has a strong financial framework based on exceptional profit margins and liquidity. This is creating a buffer against market volatility and funding continued research. Q4 and FY25 metrics has a Profitability Grade of A+ with a TTM gross profit margin of 82.41% . This figure is 38.85% above the sector median of around 59%. Further, the EBIT Margin is 45.50% that is 725% higher than the sector median of 5.51%. These margin premiums point out that for every dollar of topline derived, Novo Nordisk holds a high proportion as profit after accounting for the cost of goods sold and OpEx. This high-margin structure supports Novo Nordisk to counter aggressive pricing environments. Novo Nordisk launched the Wegovy pill at a price point of $149 and this pri...

格隆汇3月9日｜Pantheon Macroeconomics的Claus Vistesen和Ankita Amajuri在一份报告中表示，欧元区的投资者情绪已经受到伊朗战争的冲击。3月份Sentix投资者情绪指数的总体指标从2月份的4.2降至负3.1。现况评估和预期指标双双下降，同时德国的指数大幅下跌，通胀预期则大幅上升。“投资者情绪的下降提供了初步证据，表明伊朗战争以及与之相关的全球能源价格飙升，正在对近期增长前景构成压力，“这些分析师表示。他们补充说，持续的能源价格冲击可能迫使欧洲央行最早在第二季度加息。“近期的通胀前景正在迅速变化。”

Warren Buffett has been a net seller of stocks for 13 consecutive quarters, which is equivalent to more than three straight years of selling more than he’s buying, the longest streak of its kind in his entire career. Over this stretch, Berkshire Hathaway (NYSE:BRK.B) has unloaded massive positions in Apple (NASDAQ:AAPL), Bank of America (NYSE:BAC), ... Warren Buffett Just Did Something He Almost Never Does — and It’s a Signal Retirees Shouldn’t Ignore

Liga Portugal has appointed Oakvale Capital to advise on a potential stake sale in the unit managing the company’s broadcasting and commercial rights in the country’s top two football divisions, according to a person familiar with the matter. A stake sale would help raise club revenue as Portugal’s football governing body plans to bundle those rights for the first time by 2028. An investor day is scheduled for late April to present the project to prospective backers, according to the person, who asked not to be identified because the information is private. The person declined to comment on the size of the stake or a possible valuation. A representative for Liga Portugal declined to comment. An Oakvale representative said in an emailed statement that the London-based boutique investment bank, which specializes in the gaming, gambling and sports industries, is working with Liga Portugal, without providing further details. Also read: Former UBS Banker Eyes Sale of Portugal Football Media Rights The plan marks a major shift for Portugal, one of the few major European football leagues where media rights are still negotiated on a club-by-club basis. It is also intended to comply with a law requiring the centralized sale of broadcasting rights for the top two football leagues by the 2028–29 season. Under the current system, leading clubs such as Benfica , FC Porto and Sporting CP negotiate their own broadcast agreements and generate the majority of media revenue, while smaller teams operate with more limited financial resources. A centralized model could help narrow that gap by packaging rights collectively and introducing a more predictable revenue-sharing framework. Other European countries, including the UK, Spain, Italy and France, already operate centralized broadcasting rights systems for their top professional football leagues. In 2021, Spain’s La Liga agreed to sell a 10% stake in its business to CVC Capital Partners for about €2 billion ($2.3 billion). Liga Portu...

For seniors on Social Security, there’s perhaps no more important an announcement than the annual cost-of-living adjustment (COLA) update. Social Security benefits are eligible for an automatic COLA each year that’s pegged to inflation. And given that many retirees get most or all of their income from those benefits, larger COLAs could mean more ... New Inflation Report Resets Social Security COLA Expectations

Nscale, a UK company vital to the government’s AI ambitions, has raised $2bn (£1.5bn) in a funding round and appointed the former Meta executives Sheryl Sandberg and Nick Clegg to its board of directors. It brings the valuation of the London-based startup, which is backed by the US tech company Nvidia, to $14.6bn, it said in a statement, and follows a $1.1bn funding round the company raised last September. Clegg, the former UK deputy prime minister, “brings deep expertise at the intersection of technology, policy, and global affairs”, the company said, and is “at the centre of the most consequential regulatory and governance conversations shaping the future of AI”. Sandberg, the former chief operating officer of Meta, brings “unmatched experience in scaling the world’s most influential technology companies”, it said. Nscale is set to contribute to Stargate UK, a huge infrastructure partnership announced last year that will involve the participation of OpenAI and Nvidia. It is also set to build a supercomputer in Loughton, part of a government drive to “mainline AI” into the economy of the UK. That supercomputer is set to come online later this year, according to the government and Nscale. “The success of UK-based Nscale shows how firms are seizing this opportunity to invest, expand and create jobs in this country,” the technologysecretary, Liz Kendall, said in a statement. “We have Europe’s leading AI ecosystem, and this news further underlines the growing international confidence in the UK as the natural home of AI innovation.” Nscale was spun out of the Australian bitcoin mining firm Arkon energy in 2024. Its website touts datacentres across the US and Europe, including the UK, Portugal, Norway and Iceland. However, most of these do not appear to be datacentres Nscale itself has built; its flagship project in Norway, Glomfjord, was originally developed by the Norwegian firm Hydrokraft. Nscale’s UK investments are part of a global blitz of AI deal-making announced ...

Mesut Dogan Central banks worldwide will postpone interest rate cuts as a new energy price shock from Middle East conflict threatens to add up to 2 percentage points to inflation, according to analysis from TS Lombard strategist Dario Perkins. Oil prices ( USO ) ( BNO ) have surged approximately 50%, while natural gas prices ( UNG ) have climbed even more dramatically-- up 60% in Europe, 90% in the UK, and around 15% in the United States. “Inflation is already overshooting their targets, and—in their minds—that makes expectations ‘more fragile,’” Perkins wrote in a research note. While central banks that were already planning to hold rates steady will likely maintain that position, those that had anticipated cuts face the biggest dilemma. For the Federal Reserve, fed funds futures are back to pricing in no change in June, expected to be the chair nominee Kevin Warsh's first FOMC meeting. For the whole year, odds are about 50/50 between one cut and two. Perkins’s sensitivity analysis shows that if current prices hold, inflation could rise by 0.6 to 1.0 percentage point across major developed economies. However, if conditions deteriorate further -- with oil spiking to $150 per barrel and European natural gas prices jumping 120-150% -- the inflationary impact could reach 1.5 to 2 percentage points. The strategist noted this would mark “year six of ‘transitory’ inflation,” creating what he termed a “big headache” for monetary policymakers who would ordinarily “look through” such energy shocks. Despite the concerning outlook, Perkins emphasized that today’s economies are far less energy-intensive than in the 1970s, and the current shock remains “relatively mild” by historical standards -- assuming prices settle down quickly. More on United States 10-Year Bond Yield Crude Oil WTI Spikes By 28% Overnight To $116, Gasoline Futures +17%; Asian Stocks Plunge, U.S. Stock Futures Deep Red Weekly Market Pulse: Repeating History? Rates: Lessons From The Iraq War JPMorgan’s Kelly ...

Adeia stock rises after AMD licensing deal Investing.com South Africa

高盛 集团表示，油价长期居高不下或将成为今年美股企业盈利面临的最大威胁，并警示称，美国经济增速每回落1个百分点，标普500指数成分股企业的盈利降幅最高可达4%。 受美以与伊朗的冲突持续升级导致石油供应受阻影响，国际油价在本周一飙升至每桶119美元上方，创2022年年中以来的新高。 高盛指出，尽管油价小幅上涨对标普500指数盈利的直接影响相对有限，但石油供应若长期严重中断，将给美股带来显著的下行风险。 该行测算，2025年，人工智能投资和人工智能云服务贡献了标普500指数约25%的每股收益增长，而这一贡献比例在2026年将升至约40%。 责任编辑：陈钰嘉

Adeia stock rises after AMD licensing deal By Investing.com Investing.com Canada

格隆汇3月9日｜美股矿业股走低，哈莫尼黄金跌超6%，科尔黛伦矿业、赫克拉矿业跌超4%，纽曼矿业、金罗斯黄金跌超3%。消息上，现货黄金短线下挫超20美元，现报5074.71美元/盎司；现货白银短线下挫1美元，现报83.83美元/盎司。

摩根大通 的交易部门表示，美国股市交易员尚未为标普500指数可能出现的回调做好准备，受伊朗战争影响，该指数或将从峰值下跌多达10%。 随着中东冲突未见缓和迹象，推动油价升逾每桶100美元，摩根大通全球市场情报主管Andrew Tyler周一对美股转为“战术性看空”。回调意味着这一美国基准指数将较峰值下跌10%，即标普500指数可能回落至约6，270点，较上周五收盘水平低约7%。 Tyler写道，投资者尚未为下跌做好仓位准备，目前仓位中性，未出现大规模去风险化。他表示，上周能源股整体遭到净卖出，因为交易员“预期局势将缓和”。 然而，多个海湾国家削减石油产量，引发对持续性供应冲击以及滞胀风险的担忧，油价周末跃升至每桶100美元以上。 对于Tyler来说，如果冲突没有持续下去，这些风险可能会很快消退。 “一旦冲突出现明确的降温路径，本次战术性判断就会结束，因为潜在的宏观基本面仍然支撑风险资产，”他写道。 责任编辑：何云

It's been a tough year for GitLab's (GTLB 3.17%) stock, and it didn't get any better following the company's fourth-quarter earnings report after the DevSecOps (development, security, and operations) platform operator issued conservative guidance. With the stock down about 60% over the past year, as of this writing, is now the time to scoop up shares, or should investors cut bait? Let's take a closer look at its results and prospects to find out. Expand NASDAQ : GTLB GitLab Today's Change ( -3.17 %) $ -0.79 Current Price $ 24.12 Key Data Points Market Cap $4.1B Day's Range $ 24.05 - $ 24.82 52wk Range $ 23.10 - $ 54.80 Volume 25K Avg Vol 5.5M Gross Margin 87.38 % Conservative guidance sinks shares Investors have pegged GitLab as a potential artificial intelligence (AI) loser despite consistent solid revenue growth, so when the company issued conservative guidance, its shares took a hit following its earnings announcement. For its fiscal Q4, GitLab produced solid quarterly revenue growth, with revenue climbing 23% year over year to $260.4 million. That was well ahead of the company's forecast for revenue of between $251 million and $252 million. Subscription revenue climbed by 26% year over year to $234.3 million, while license revenue edged up by 1% to $26.1 million. The company continues to see solid growth within its existing customer base, with dollar-based net retention of 118%. Meanwhile, enterprise customer growth remains solid. The number of customers with $100,000 or more in annual recurring revenue (ARR) rose by 18% to 1,456, while customers with $1 million in ARR jumped 26% to 155. It continues to see pressure in the mid-market, while its government business saw a partial recovery after the government shutdown. Looking ahead, GitLab guided for full-year fiscal 2027 revenue between $1.099 billion and $1.118 billion, representing growth of 15% to 17%. That was below the analyst consensus for revenue of $1.12 billion, as compiled by FactSet. It is looking for...

Key Points GitLab shares continued their rough ride after the company issued conservative guidance. The software development platform is transitioning to a hybrid consumption model. The stock is now in the deep discount bin, making it worth a closer look. 10 stocks we like better than GitLab › It's been a tough year for GitLab's (NASDAQ: GTLB) stock, and it didn't get any better following the company's fourth-quarter earnings report after the DevSecOps (development, security, and operations) platform operator issued conservative guidance. With the stock down about 60% over the past year, as of this writing, is now the time to scoop up shares, or should investors cut bait? Let's take a closer look at its results and prospects to find out. 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 » Conservative guidance sinks shares Investors have pegged GitLab as a potential artificial intelligence (AI) loser despite consistent solid revenue growth, so when the company issued conservative guidance, its shares took a hit following its earnings announcement. For its fiscal Q4, GitLab produced solid quarterly revenue growth, with revenue climbing 23% year over year to $260.4 million. That was well ahead of the company's forecast for revenue of between $251 million and $252 million. Subscription revenue climbed by 26% year over year to $234.3 million, while license revenue edged up by 1% to $26.1 million. The company continues to see solid growth within its existing customer base, with dollar-based net retention of 118%. Meanwhile, enterprise customer growth remains solid. The number of customers with $100,000 or more in annual recurring revenue (ARR) rose by 18% to 1,456, while customers with $1 million in ARR jumped 26% to 155. It continues to see pressure in the mid-market, while its government business saw a p...

watch now VIDEO 7:06 07:06 Rep. Tom Emmer: Higher oil prices 'a short-term cost to pay for a major long-term gain' Squawk Box House Majority Whip Tom Emmer urged calm on Monday as oil prices surged amid fallout from the Iran war , calling the conflict a "short-term experience" during an appearance on CNBC's " Squawk Box ." "Yes, there are going to be some temporary effects on our domestic economy, but as soon as this is taken care of, those prices will tumble and people will recognize that this was a short-term cost to pay for a major long-term gain in terms of peace and security," the Minnesota Republican said. Read more CNBC politics coverage Trump vows executive order to 'fix' college sports NIL payments 'mess' Trump says defense CEOs agree to quadruple production of 'Exquisite Class' weaponry Trump tariffs: Customs and Border Protection tells judge it can't comply with refund order Analysis: Tough jobs report puts Trump's Iran war plans to the test Countries in the Middle East have cut oil production due to the U.S.-Israel war on Iran. On Monday morning, West Texas Intermediate crude futures were over $100 per barrel for the first time since Russia's invasion of Ukraine in 2022. President Donald Trump also predicted in a Truth Social post on Sunday that the rise in oil prices would be temporary. "Short term oil prices, which will drop rapidly when the destruction of the Iran nuclear threat is over, is a very small price to pay for U.S.A., and World, Safety and Peace. ONLY FOOLS WOULD THINK DIFFERENTLY!" Trump posted. Increasing oil prices threaten to scramble Republicans' messaging on affordability ahead of November's midterm elections. The GOP is trying to hold on to narrow majorities in both the House and Senate, as Democrats look to hammer Trump and his allies on cost-of-living issues. Emmer and House Republicans are in Doral, Florida, this week for their annual policy retreat, where they will sketch out a strategy for the remainder of this Congress and hone ...