Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Micron Technology (NasdaqGS:MU) has been added to the S&P 100 index, reflecting its role as a major US large cap company in the semiconductor sector. The company announced customer sampling of a 256GB SOCAMM2 LPDRAM module, described as the industry's highest capacity LPDRAM for AI data centers. The new LPDRAM solution was co designed with NVIDIA and is aimed at AI infrastructure that requires high bandwidth and improved power efficiency. Micron is a key supplier of memory and storage products that sit at the core of AI training and inference workloads, alongside more traditional data center and PC demand. As AI infrastructure spending grows as a share of overall IT budgets, memory capacity and power use have become central concerns for both hyperscalers and enterprise buyers. For you as an investor, Micron's S&P 100 inclusion may influence index related flows and increase its visibility among larger institutions. The 256GB LPDRAM sampling update provides another concrete data point to track as you assess how the company positions its product portfolio for AI centric data centers over the coming years. Stay updated on the most important news stories for Micron Technology by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Micron Technology. NasdaqGS:MU Earnings & Revenue Growth as at Mar 2026 📰 Beyond the headline: 1 risk and 4 things going right for Micron Technology that every investor should see. For Micron, the S&P 100 inclusion and the 256GB LPDRAM launch both point in the same direction: deeper integration into AI data center build outs. The new module targets the chief constraints customers are talking about, which are memory capacity, bandwidth efficiency and power use at rack level. Co design with NVIDIA suggests Micron is embe...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Micron Technology (NasdaqGS:MU) has been added to the S&P 100 index, reflecting its role as a major US large cap company in the semiconductor sector. The company announced customer sampling of a 256GB SOCAMM2 LPDRAM module, described as the industry's highest capacity LPDRAM for AI data centers. The new LPDRAM solution was co designed with NVIDIA and is aimed at AI infrastructure that requires high bandwidth and improved power efficiency. Micron is a key supplier of memory and storage products that sit at the core of AI training and inference workloads, alongside more traditional data center and PC demand. As AI infrastructure spending grows as a share of overall IT budgets, memory capacity and power use have become central concerns for both hyperscalers and enterprise buyers. For you as an investor, Micron's S&P 100 inclusion may influence index related flows and increase its visibility among larger institutions. The 256GB LPDRAM sampling update provides another concrete data point to track as you assess how the company positions its product portfolio for AI centric data centers over the coming years. Stay updated on the most important news stories for Micron Technology by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Micron Technology. NasdaqGS:MU Earnings & Revenue Growth as at Mar 2026 📰 Beyond the headline: 1 risk and 4 things going right for Micron Technology that every investor should see. For Micron, the S&P 100 inclusion and the 256GB LPDRAM launch both point in the same direction: deeper integration into AI data center build outs. The new module targets the chief constraints customers are talking about, which are memory capacity, bandwidth efficiency and power use at rack level. Co design with NVIDIA suggests Micron is embe...

gorodenkoff/iStock via Getty Images GE Aerospace (NYSE: GE ) and Rolls-Royce ( RYCEF , RYCEY ) are two engine suppliers that have gained substantially over the past years. Rolls-Royce is often seen by investors as the GE Aerospace of Europe. In this report, I compare both companies, assessing which company potentially has the brighter prospects for aerospace and defense investors. GE Aerospace has gained 4.2% since my last report compared to the S&P 500’s 2.7% loss. Rolls-Royce stock lost around 10.7% since my last report compared to the S&P 500’s 1.7% loss. Rolls-Royce Stock Wins Over a 5-Year Period, but One-Year Performance is Comparable Data by YCharts If we look at the stock price performance over the past five years, we note that Rolls-Royce stock gained 994%, while GE Aerospace gained 377%. Over the past year, however, the GE Aerospace stock gained 64.8%, while Rolls-Royce gained 62.7%. So, Rolls-Royce did better over a 5-year period, while performance was comparable over a 1-year period. GE Aerospace became an independent company in April 2024 after the spin-off of GE Vernova. So, I would say that as pure aerospace and defense companies, both jet manufacturers have shown comparable performance. Neither Company Truly Excels in Seeking Alpha’s Quant Score Seeking Alpha (Composite by Author) While I have a buy rating for both names, we see that according to Seeking Alpha’s Quant rating, neither company has a terrific score. GE has a valuation grade of F, while Rolls-Royce scores a D-. We note that GE is more expensive from a valuation point of view with a 39.8x forward P/E compared to 33.5x for Rolls-Royce, and based on forward EV/EBITDA, GE is also more expensive with a 30.2x multiple compared to 22.4x for Rolls-Royce. In terms of cash flow generation, Rolls-Royce is also valued lower at 21.9x compared to 35.7x for GE. We should note that the benchmark for both companies is the Industrials sector, which I believe is not an accurate depiction, as the aerospace ...

关注额外供应扰动带来的价格上行风险 2026年以来，锂价涨幅扩大，海外锂矿复产节奏加快，资源端供应增长或在2026年提速。但相较于需求侧的爆发式增长，供应响应仍显乏力，电池需求的高景气以及产业链库存持续下滑有望继续支撑锂价。此外行业积极信号频现，约定地板价的承购协议，锂精矿拍卖，低品位锂矿产品销售等行为验证产业链对后市锂价的信心， 中信证券 维持2026年锂价预测区间为12-20万元/吨，并建议关注额外供应扰动带来的价格上行风险。 ▍ 2025Q4海外锂矿产量环比小幅增长。 根据各公司公告，2025Q4，海外主要锂矿企业合计生产锂精矿约116.2万吨（不含Sigma Lithium数据，下同），环比增加7%，同比增加5%。与上个季度相比，增量主要来自Greenbushes、Mt Marion、Kathleen Valley和Mt Holland，产量环比分别增长10%/ 11%/ 21%/ 58%。减量主要来自Wodgnia、Pilbara和NAL，产量环比分别下滑3%/ 8%/ 15%。随着锂价上涨趋势在2025Q4进一步确立，海外锂矿生产积极性有所提升，但由于增产和复产项目尚未释放产量，增产幅度相对有限。 ▍ 南美盐湖企业经营改善幅度扩大。 根据各公司公告，2025Q4南美盐湖提锂企业中ALB、SQM、赣锋锂业/LAR的锂产品销量分别为6.3/6.6/0.97万吨，Rio Tinto和Eramet锂产品产量分别为1.8万吨/3910吨，环比分别变动-9%/ +5%/ +17%/ +20%/ +88%，除ALB外其余项目出货量均实现增长。上述企业在2025Q4的合计出货量为16.1万吨，环比增加2%。ALB和SQM 2025Q4锂产品售价分别为12048/9986美元/吨，环比分别增长17%/14%。继2025Q3锂行业拐点后，南美盐湖锂企业经营改善的趋势进一步强化。 ▍ 海外锂矿启动复产，但供应增长仍面临挑战。 根据各公司公告，随着锂价在2026年初大幅上涨，PLS宣布将在2026年7月重启Ngungaju项目，预计将带来20万吨/年的锂精矿产能，Sigma Lithium已于2026年初复产，MRL旗下的Mt Marion和Wodgina上调2026财年产量指引，加上Greenbushes项目和Kathleen Valley转入地下采矿后的产能爬坡，海外锂矿供...

Wall Street's major averages ended lower on Friday after nonfarm payrolls unexpectedly contracted in February and oil prices continued to rise. The benchmark S&P 500 closed -1.3%, while the Nasdaq Composite finished -1.6%, and the Dow ended -1%. Week-to-date, the S&P 500 contracted 2%, while the Nasdaq was 1.2% lower, and the Dow dropped 3%. The S&P 500 Health Care Index Sector ( XLV ) also slipped about 2.91% during the week. The top S&P 500 healthcare gainers and losers for the last week are as follows: Top Gainers: HCA Healthcare ( HCA ) +0.59% Hologic ( HOLX ) +0.50% Top Losers: Baxter International ( BAX ) -13.16% GE HealthCare Technologies ( GEHC ) -11.89% Mettler-Toledo International ( MTD ) -11.49% Elevance Health ( ELV ) -9.49% Bio-Techne ( TECH ) -8.66% Here are some of the important healthcare stories from this week: Judge grants preliminary approval to Bayer’s $7.25B Roundup settlement plan A Missouri judge granted preliminary approval to Bayer’s ( BAYZF ) ( BAYRY ) proposed $7.25 billion settlement aimed at resolving thousands of lawsuits alleging the company’s Roundup herbicide causes cancer, according to a court order issued Wednesday. The agreement seeks to address both current and future claims from individuals who say exposure to Roundup caused non-Hodgkin’s lymphoma. Bayer ( BAYZF ) ( BAYRY ) has repeatedly denied the allegations. St. Louis Circuit Judge Timothy J. Boyer approved the preliminary settlement framework and conditionally certified the settlement class and two subclasses tied to claims involving non-Hodgkin’s lymphoma diagnoses. In other news of note, Bayer ( BAYRY ) dropped ~6% on Wednesday after the German conglomerate projected adjusted earnings that fell short of average analysts’ estimates for 2026 as the company eyes a multibillion-dollar settlement to resolve cancer claims related to its Roundup weedkiller. The life sciences firm estimated €9.1B - €9.6B ($10.6B - $11.2B) of adjusted EBITDA for this year, slightly missing the €9....

Dutch Bros (BROS 5.78%) is not a typical restaurant stock. With most companies, investors have to worry about market saturation. Not with Dutch Bros. The coffee chain, based in the Pacific Northwest with 1,136 shops, thinks it can reach 3,500 locations before leaving the markets it's already in. If you live east of Texas, you probably have never heard of Dutch Bros. The company sells cold beverages, coffee, and energy drinks through the drive-thru. That's pretty much the operational complexity-small footprint, minimal staffing, and iced drinks on the go. The model is simple. The important part: Its customers love it. Roughly 7 in 10 transactions come from its 15 million loyalty members. The company just posted its 19th consecutive year of positive SSS growth. The model works, and it's no surprise it's spreading eastward. More than coffee Blue Rebel is the company's proprietary energy drink line. Think "have it your way" energy drinks at the window. Introduced in 2012, customized energy drinks now account for around 25% of total sales. The category is outpacing coffee consumption industrywide, and Blue Rebel skews heavily toward Gen Z at generally higher margins. That said, all of us who choose not to partake in the pulse-pounding know that coffee consumption's not going anywhere either. Over half of all U.S. coffee is now purchased at the drive-thru. Dutch Bros sells into both categories through a single window. From cash burn to cash flow Dutch Bros was bleeding cash just three years ago. Free cash flow went from negative $128 million in fiscal 2022 to positive $54 million last year. The fundamentals behind that are still strong. Fourth-quarter same-store sales grew 7.7% companywide and 9.7% for company-operated locations, driven mostly by traffic. For company-owned shops, restaurant-level margins are healthy, having reached close to 30% in 2024. Last year, margins pulled back to roughly 29%, largely due to rising coffee costs. In the near term, this is something f...

Former U.S. Ambassador to Israel Tom Nides joins Bloomberg’s David Gura and Christina Ruffini on “Bloomberg This Weekend” to discuss the complexity of foreign policy in the Middle East. (Source: Bloomberg)

Regal Partners Ltd cut its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 13.0% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 214,277 shares of the information services provider's stock after selling 31,881 shares during the period. Alphabet accounts for 3.7% of Regal Partners Ltd's holdings, making the stock its 9th biggest holding. Regal Partners Ltd's holdings in Alphabet were worth $52,187,000 as of its most recent SEC filing. Get Alphabet alerts: Sign Up Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC boosted its position in shares of Alphabet by 5.6% during the fourth quarter. Brighton Jones LLC now owns 120,253 shares of the information services provider's stock worth $22,901,000 after acquiring an additional 6,410 shares during the last quarter. Ignite Planners LLC increased its holdings in Alphabet by 1.0% in the 2nd quarter. Ignite Planners LLC now owns 14,506 shares of the information services provider's stock valued at $2,697,000 after acquiring an additional 144 shares during the last quarter. Sequoia Financial Advisors LLC increased its holdings in Alphabet by 7.4% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 594,959 shares of the information services provider's stock valued at $105,540,000 after acquiring an additional 41,132 shares during the last quarter. Golden State Wealth Management LLC lifted its stake in Alphabet by 2.8% in the 2nd quarter. Golden State Wealth Management LLC now owns 10,448 shares of the information services provider's stock worth $1,853,000 after purchasing an additional 288 shares in the last quarter. Finally, Achmea Investment Management B.V. boosted its holdings in shares of Alphabet by 3.9% during the 2nd quarter. Achmea Investment Management B.V. now owns 552,820 shares of the information services provider...

The season has barely begun but Ayia Napa is beginning to feel the pulse. Tourists are trickling back, enjoying the Cypriot resort’s sunsets, eateries and shoreline views. On the seafront, Vassilis Georgiou is busy overseeing the construction of a new ramp for the jetskis that are a highlight of his water sports business. Last year, more than 500,000 holidaymakers visited the beachside booth, snapping up tickets for the boat cruises and parasailing also on offer. Until last weekend’s US-led offensive against Iran, Georgiou was betting on another bumper year. “That’s far from certain now,” he said, cupping his eyes against the setting sun. “It may be early days but I’ve been here since 1992 and suddenly hoteliers are saying bookings are down. People are thinking twice.” No place in Europe, or indeed the Mediterranean, is set to feel the impact of the conflict unfolding across the horizon more than Cyprus. The tourist-dependent nation, the EU’s nearest member to the Middle East, attracted 4 million visitors last year, a third of them Britons for whom the former colony is an old favourite. This year could be different. Amid Iran’s retaliatory attacks, a drone launched by pro-Iranian militia hit the British base of RAF Akrotiri in the early hours of Monday, placing Cyprus firmly in the “risk zone” and prompting the cancellation of many flights from east and west. As sirens at the base continued to sound in the following days, the British Foreign Office updated its travel advice for Cyprus to say that terrorist attacks could not be ruled out. View image in fullscreen A main street in Ayia Napa this week. The country attracted 4 million visitors last year. Photograph: Kostas Pikoulas/The Guardian “We’re hearing of cancellations, of a certain numbness at this week’s ITB,” said Fotos Kikillos at Ayia Napa’s town hall, referring to the Berlin trade fair widely viewed as setting the tone for the travel industry. But he added: “As you can see, life here is very safe. People ar...

As the Iran disaster escalates, Starmer should treat the US president as someone whose actions threaten the lawful, democratic way of life everywhere Nine days in, the conduct of the unjustified, illegal US-Israel war against Iran grows ever-more disproportionate, dishonourable and deranged. The torpedoing of an Iranian navy ship off Sri Lanka by a US submarine demonstrated that for reckless Donald Trump, the whole world is his battlefield. Diplomacy, treacherously sabotaged by Washington, has been replaced by unceasing airstrikes that are murdering and maiming hundreds of Iranian civilians. Trump’s White House increasingly resembles a madhouse. War aims shift daily. A clueless, rambling president insists he must help pick Iran’s next ayatollah. Meanwhile, his “secretary for war”, Pete Hegseth, rants manically about killing without mercy. Nine days in, it’s clear Iran’s leaders, those who survive, are not going to roll over in a repeat of Trump’s Venezuela coup. Their forces, though drastically outgunned, are succeeding in spreading pain across the Middle East , inundating defences with waves of drones and missiles. That’s no surprise. Iran warned of a region-wide conflict if attacked again. Trump is now at war with US allies, too, having adopted George W Bush’s crude Iraq war “for us or against us” maxim. The Gulf Arabs – and cruelly battered Lebanon – just want it to stop. Britain and Europe mostly want no part of it, but are being sucked in anyway. The global economy is tumbling into crisis. In Trump’s war on the world, there are no heroes, only victims. Spain’s defiant leader, Pedro Sánchez, is one exception . Continue reading...

While US pop culture has a long-held fascination with the Kennedys, much of the recent fervor around FX’s newest hit show, Love Story, has been aimed at the style of Carolyn Bessette, who worked as a publicist at Calvin Klein before marrying into America’s most storied political family. Open up TikTok and you’ll see influencers doing their best to recreate her looks and makeup routines. Brands are invoking Bessette to promote their products; hair care brand Schwarzkopf posted about a highlighting technique the brand called “foiled cashmere, inspired by Carolyn Bessette-Kennedy”. And the fervor makes sense – Love Story, which chronicles the dramatic and ultimately tragic romance between John F Kennedy Jr. and Bessette, has become FX’s most-watched limited series ever on streaming, with more than 25m hours viewed across the first five episodes on Disney+ and Hulu, the network recently announced. Given that Bessette was both incredibly private and fashionable, those seeking to emulate her have previously relied on paparazzi photos or red carpet shots; now, they’re being influenced by Love Story. View image in fullscreen Sarah Pidgeon as Carolyn Bessette. Photograph: Eric Liebowitz/FX Sunita Kumar Nair, creative director and author of CBK: Carolyn Bessette Kennedy: A Life in Fashion, argues that fashion was the primary medium through which Carolyn chose to communicate with the world around her. “I think that was the reason why she didn’t really give that many interviews, and why she felt that maybe the fashion just speaks for itself when she’s public,” she said in an interview with the Guardian. Bessette’s style is defined by many as 90’s minimalism – with a specific focus on designers like Calvin Klein, Jil Sander, Yohji Yamamoto and Prada. While many viewers see the chic, no-frills looks of the 1990s as a larger trend, Nair says Bessette’s style stands out because of her disregard of what was en vogue. “I think she just knew who she was and dressed the way that she fe...

Every few months, Alina makes the long journey from the regional capital, Syktyvkar, back to her home village of Kerchomya to visit her family. Each time, she says, the streets feel a little emptier. Kerchomya, a remote settlement of just more than 700 people in Russia’s Komi Republic in the country’s north-west, was never a bustling place. Wooden houses line its unpaved roads and in winter the single route in and out can become nearly impassable. But after Russia’s full-scale invasion of Ukraine in 2022, residents say the village began to feel different. “When I go out for a walk now, I barely run into anyone,” Alina said. “Over the past four years, my village has become deserted. The men are all fighting in Ukraine,” she added. From the start of the war, the Kremlin has sought to insulate Moscow and St Petersburg from its visible costs, keeping life in major urban centres relatively undisturbed. In rural places like Kerchomya, however, the consequences are harder to conceal. Interviews conducted by phone and text with more than a dozen current and former residents of Kerchomya describe a place steadily reshaped by the war. Several spoke on condition of anonymity for security reasons, and in some cases only first names have been used or changed. Fifty-six men from Kerchomya have gone to fight in Ukraine, nearly 1,500 miles from home, according to the village head, Olga Bulysheva. That is about a third of all working-age men. Twelve have been killed, Bulysheva added. Several more are believed to be missing. Like many villages in the Komi region, Kerchomya has long depended on small-scale farming and a handful of public-sector jobs. Even before the invasion of Ukraine, younger people were leaving for larger cities, while others struggled with unemployment and alcoholism. Now, local people say, positions on farms, at the post office or at the recently opened small bread factory are difficult to fill. “Everyone knows everyone here, and every pair of hands is needed,” s...

This crisp, salty, pungently aromatic dish is a strong contender to kick off my fantasy final meal – it wouldn’t really go with the steak frites and trifle to follow, but I find the combination of hot, crunchy batter and soft, creamy squid utterly irresistible. Happily, there’s no need to save it for the end times when it’s so easy to make for dinner tonight. Prep 10 min Cook 15 min Serves 2 350g small sustainably-sourced squid, cleaned and defrosted, if necessary ¾ tsp black or white peppercorns ¾ tsp Sichuan peppercorns ¼ tsp fine salt 50g potato starch, or cornflour 1 generous pinch MSG (optional) 1 egg, beaten Neutral oil, to deep fry 1 red chilli, stalk, pith and seeds discarded, flesh finely sliced 2 spring onions, trimmed, white and green parts finely sliced 1 garlic clove, peeled and sliced 1 Alternatives to squid If you’re not a fan of the cephalopod, this recipe can be easily adapted to suit anything from small pieces of chicken or fish to whole prawns or mushrooms (king oysters seem to be the most popular, if you can get hold of them; as with anything with a high water content, however, you’ll need to blanch and drain them first). 2 A note on squid preparation I prefer to use smallish rather than baby squid for this, but it will work with all sizes. Ask your fishmonger to clean them for you, if they’re not already done (those sold frozen generally are), or look at a guide online to help if you’re unsure of how to do this. Separate the bodies from the tentacles. 3 Cut the squid to size Cut open the body of each squid, then cut the flesh into bite-sized triangles (these simply look the most attractive, though feel free to cut them any way you like). Score the inside in a diamond pattern, being careful not to cut all the way through the flesh – this will speed up cooking and also looks pretty. 4 Dry thoroughly Using kitchen paper or a clean tea towel, pat dry the squid pieces and the tentacles as thoroughly as you can; you want them to be as dry as possible ...

Analysts at brokerage firm Wedbush, led by Dan Ives, have been consistent about their bullishness on tech names. In fact, when the market has been clobbering software stocks due to their perceived irrelevance in the age of AI, Ives and his band of analysts have been waving the flag for these names. Thus, it is not surprising that a war in West Asia is not enough to deter their belief in some of the leading names from the tech sector. In a note to clients, the firm elaborated on its stance further, stating, “These tech names are defensive and well-positioned stocks to navigate this volatility with robust business models. The cybersecurity and military-exposed names (Palantir) are particularly well positioned in our view.” Considering this view, here are three chosen names among Wedbush's favorites that investors can have a look at now for the long haul. Stock #1 Apple We start our list with Apple (AAPL) as the consumer tech giant recently came out with its new set of products. Founded in 1976 by the visionary Steve Jobs, among others, Apple designs and sells consumer electronics, software, and digital services with some of the most recognizable names in the industry, such as iPhone, MacBook, iPad, and iMac. Moreover, over the years, it has built a strong services business as well. Valued at a market cap of 3.82 trillion, Apple is one of the most valuable companies in the world. However, the stock is down 5.49% year-to-date (YTD). Regardless of the sentiment on the Street, Apple has been on an estimate-beating spree for more than two years. And the most recent quarter was no different. For fiscal Q1 2026, Apple reported revenues of $143.8 billion, up 16% from the previous year. This was driven largely by robust demand for the iPhone 17 lineup. iPhone net sales reached $85.3 billion, reflecting a 23% year-over-year (YOY) increase. The high-margin services segment also posted solid growth, with net sales climbing to $30 billion from $26.3 billion in the year-ago period....

Thanasis Zovoilis/DigitalVision via Getty Images The last few months have been a very exciting time for shareholders of EchoStar Corporation ( SATS ). Back in September of last year, I made the decision to upgrade the stock from a ‘strong sell’ to a ‘hold.’ Such a double upgrade is very rare for me. But it followed a massive change that the company had undergone. In such a short window of time, the company announced the sale of about $22.65 billion worth of spectrum to telecommunications behemoth AT&T ( T ) and a strategic licensing agreement with SpaceX ( SPACE ) worth $20 billion. This was a massive transaction, allowing the company to eliminate net debt and essentially removing bankruptcy risk. The only reason why I did not upgrade the stock further simply stemmed from the fact that certain core operations of the business remain under pressure. But clearly, the market doesn't seem to be caring about those issues right now. I say that because, since I upgraded the stock, shares have risen 27.1%. Over the same window of time, the S&P 500 is up only 3.6%. Looking at the fundamental data that's available today, I see a firm that continues to see challenges. However, there is a massive amount of uncertainty right now. As I detailed in my previous article, we really don't know what the financial picture of the business will look like from a revenue, profit, or cash flow perspective. This is because management has not provided detailed guidance regarding its new operating structure. In time, that data will become available. But until it does, investors would be wise to tread cautiously. This is in spite of the fact that management just came out with new financial results covering the most recent quarter and even in light of the fact that the business is achieving a little bit of recognition in the form of being added to the S&P 500. Digging In To be honest with you, I don't believe that digging in too much into what happened late last year with EchoStar Corporation is a...

格隆汇3月8日｜港交所网站显示，浙江凯乐士科技集团股份有限公司(简称“凯乐士”)已通过上市聆讯，有望成为港股市场“全栈式场内物流机器人第一股”。 凯乐士是行业内少数具备广泛机器人技术能力及多元化自主研发产品组合的成熟厂商。公司围绕多向穿梭车机器人(MSR)、自主移动机器人(AMR)及输送分拣机器人(CSR)三大核心产品线，构建了覆盖存取、分拣、搬运等全流程的场内物流机器人产品组合。技术层面，凯乐士自研Galaxis感知智能、计算智能及控制技术三大底层技术，拥有379项专利，其机器人集群调度系统可同时协调各类机器人设备超千台运行，精准度达毫米级。 凯乐士是中国综合智能场内物流机器人行业的领导者之一，以2024年VNA AMR出货量计算，公司在中国排名第一。招股书显示，截至2025年9月30日，公司的技术及运营能力横跨29个不同行业，拥有超过1,600个项目的成功实施经验。海外战略同步提速，凯乐士业务已拓展至全球19个国家和地区，通过集成商合作与标杆项目落地。于2025年12月31日，公司有46个进行中的海外项目。 此次上市募资将用于推进核心机器人产品线、底层技术研发及软件能力开发、扩大产能及提升制造能力、拓展全球市场等。

China’s top diplomat has cast his country as “an irreplaceable mainstay” amid global upheaval, rejecting any suggestion of a US-China G2 duopoly for global co-leadership as a replay of disastrous great-power rivalries. Instead, against the backdrop of the escalating Iran conflict and Washington’s renewed trade wars, Wang Yi renewed Beijing’s call for a post-hegemonic order anchored in the United Nations, advocating an “equal and orderly multipolar world” that transcended bloc confrontation and spheres of influence. Throughout the 90-minute meticulously choreographed press conference on the sidelines of the National People’s Congress , Wang presented China as a stabilising counterweight to the US amid accelerating “changes unseen in a century” – changes in which transformation and instability intertwined with ongoing conflicts. Advertisement US President Donald Trump revived the concept of the Group of Two, implying a framework of US-China co-governance, last year ahead of his summit with his Chinese counterpart Xi Jinping in South Korea, a move that some observers saw as recognition of Beijing as Washington’s peer superpower. In the Chinese capital on Sunday, Wang acknowledged the “significant impact” of both nations on global affairs but swiftly rejected the idea. Advertisement “We should not forget there are more than 190 countries on our planet,” he said. “World history has always been written jointly by many countries, and the future of humanity will be forged through the collective efforts of all nations.”

Hong Kong police will impose a HK$500 cash limit on construction workers and conduct searches using metal detectors under new security measures at Wang Fuk Court, after three labourers were arrested on suspicion of stealing jewellery while carrying out structural reinforcement work at the blaze-hit Tai Po estate. Police Commissioner Joe Chow Yat-ming revealed on Sunday that reinforcement work at the estate, which had been temporarily suspended following the incident, would resume on Monday following a review of existing safeguards. “We have reviewed the security arrangements and will introduce additional measures to strengthen protection for residents’ property,” he said. Advertisement Chow added that police would increase manpower at Wang Fuk Court and introduce stricter controls over workers entering damaged buildings. Authorities earlier said on Friday that three construction workers were arrested on suspicion of stealing HK$90,000 (US$11,506) worth of gold jewellery from a flat at Wang Fuk Court, where they were carrying out structural reinforcement in the aftermath of the deadly fire last November. Advertisement Under the enhanced protocol, workers will be required to store their personal belongings, including mobile phones, in lockers before entering the buildings and will not be allowed to carry more than HK$500 in cash onto the site.

Hong Kong police have arrested two more suspects in connection with a HK$10 million (US$1.28 million) knifepoint robbery in Sheung Wan last week. Following further investigation, officers on Saturday arrested a 23-year-old man in northern Lantau and a 17-year-old boy in Ngau Tau Kok on suspicion of conspiracy to commit robbery, a police spokesman said. Together with three suspects aged 19 to 31 who were taken into custody on Friday, all five individuals have been charged with one count of conspiracy to commit robbery. Advertisement The case will be heard at Eastern Court on Monday morning. Police said the 19-year-old suspect held a Philippine passport and a Hong Kong identity card, while the other four were locals. Advertisement Officers had earlier received intelligence that a criminal syndicate was planning a robbery, prompting them to set up an ambush.

Wharton Business Group LLC cut its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 0.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 436,126 shares of the iPhone maker's stock after selling 2,115 shares during the quarter. Apple makes up approximately 4.4% of Wharton Business Group LLC's portfolio, making the stock its 7th largest holding. Wharton Business Group LLC's holdings in Apple were worth $111,051,000 at the end of the most recent reporting period. Other institutional investors also recently bought and sold shares of the company. American Alpha Advisors LLC boosted its stake in shares of Apple by 3.7% in the third quarter. American Alpha Advisors LLC now owns 1,151 shares of the iPhone maker's stock worth $293,000 after acquiring an additional 41 shares during the last quarter. Capstone Wealth Management LLC boosted its stake in Apple by 0.5% during the 3rd quarter. Capstone Wealth Management LLC now owns 8,537 shares of the iPhone maker's stock worth $2,174,000 after purchasing an additional 42 shares during the last quarter. Tacita Capital Inc grew its holdings in shares of Apple by 0.8% during the third quarter. Tacita Capital Inc now owns 5,718 shares of the iPhone maker's stock worth $1,456,000 after buying an additional 44 shares in the last quarter. Aspetuck Financial Management LLC raised its position in shares of Apple by 0.3% in the third quarter. Aspetuck Financial Management LLC now owns 17,702 shares of the iPhone maker's stock valued at $4,507,000 after buying an additional 46 shares during the last quarter. Finally, Baker Boyer National Bank lifted its stake in shares of Apple by 0.3% in the second quarter. Baker Boyer National Bank now owns 18,011 shares of the iPhone maker's stock worth $3,695,000 after buying an additional 47 shares in the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds. Get A...

WT Asset Management Ltd increased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 37.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,793,122 shares of the computer hardware maker's stock after purchasing an additional 492,172 shares during the quarter. NVIDIA comprises about 15.4% of WT Asset Management Ltd's portfolio, making the stock its biggest position. WT Asset Management Ltd's holdings in NVIDIA were worth $334,561,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other institutional investors have also recently bought and sold shares of the stock. Frisch Financial Group Inc. raised its position in NVIDIA by 3.8% in the 3rd quarter. Frisch Financial Group Inc. now owns 32,500 shares of the computer hardware maker's stock worth $6,064,000 after purchasing an additional 1,179 shares during the last quarter. Northern Financial Advisors Inc boosted its position in NVIDIA by 16.4% in the 3rd quarter. Northern Financial Advisors Inc now owns 26,087 shares of the computer hardware maker's stock valued at $4,867,000 after buying an additional 3,672 shares during the last quarter. Northeast Financial Group Inc. increased its stake in shares of NVIDIA by 50.7% in the 3rd quarter. Northeast Financial Group Inc. now owns 15,027 shares of the computer hardware maker's stock valued at $2,804,000 after buying an additional 5,055 shares during the period. New Millennium Group LLC raised its position in shares of NVIDIA by 7.3% during the third quarter. New Millennium Group LLC now owns 148,334 shares of the computer hardware maker's stock worth $27,676,000 after acquiring an additional 10,139 shares during the last quarter. Finally, Y.D. More Investments Ltd boosted its holdings in NVIDIA by 38.0% in the third quarter. Y.D. More Investments Ltd now owns 87,170 shares of the computer hardware maker's stock valued at $16...

Woodley Farra Manion Portfolio Management Inc. reduced its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 5.7% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 185,609 shares of the software giant's stock after selling 11,255 shares during the quarter. Microsoft accounts for 4.5% of Woodley Farra Manion Portfolio Management Inc.'s investment portfolio, making the stock its 4th largest position. Woodley Farra Manion Portfolio Management Inc.'s holdings in Microsoft were worth $96,136,000 as of its most recent filing with the SEC. A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its stake in Microsoft by 2.0% during the second quarter. Vanguard Group Inc. now owns 705,077,786 shares of the software giant's stock worth $350,712,742,000 after purchasing an additional 13,691,572 shares during the period. State Street Corp boosted its stake in shares of Microsoft by 1.1% in the second quarter. State Street Corp now owns 299,196,519 shares of the software giant's stock valued at $148,823,341,000 after purchasing an additional 3,166,275 shares during the period. Geode Capital Management LLC lifted its holdings in Microsoft by 2.0% during the 2nd quarter. Geode Capital Management LLC now owns 179,001,751 shares of the software giant's stock worth $88,714,256,000 after buying an additional 3,532,054 shares in the last quarter. Norges Bank purchased a new position in Microsoft in the 2nd quarter valued at approximately $50,493,678,000. Finally, Northern Trust Corp grew its stake in shares of Microsoft by 16.1% in the fourth quarter. Northern Trust Corp now owns 83,787,746 shares of the software giant's stock worth $35,316,535,000 after acquiring an additional 11,600,470 shares in the last quarter. Hedge funds and other institutional investors own 71.13% of the company's stock. Get Microsoft alerts: Sign Up M...

Pinnacle Associates Ltd. trimmed its stake in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 8.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 351,352 shares of the semiconductor manufacturer's stock after selling 34,153 shares during the period. Micron Technology comprises 0.8% of Pinnacle Associates Ltd.'s holdings, making the stock its 23rd largest position. Pinnacle Associates Ltd.'s holdings in Micron Technology were worth $58,788,000 as of its most recent filing with the Securities & Exchange Commission. A number of other large investors also recently bought and sold shares of MU. Norges Bank purchased a new stake in Micron Technology in the 2nd quarter worth approximately $1,980,700,000. Slate Path Capital LP purchased a new position in shares of Micron Technology during the 2nd quarter valued at approximately $317,751,000. Vanguard Group Inc. lifted its stake in shares of Micron Technology by 1.9% in the 2nd quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer's stock valued at $12,803,168,000 after purchasing an additional 1,973,294 shares during the period. State Street Corp lifted its stake in shares of Micron Technology by 2.7% in the 2nd quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer's stock valued at $6,331,795,000 after purchasing an additional 1,349,713 shares during the period. Finally, Orbis Allan Gray Ltd boosted its holdings in Micron Technology by 50.2% during the second quarter. Orbis Allan Gray Ltd now owns 3,457,726 shares of the semiconductor manufacturer's stock worth $426,165,000 after buying an additional 1,156,086 shares in the last quarter. 80.84% of the stock is owned by institutional investors and hedge funds. Get Micron Technology alerts: Sign Up Analyst Ratings Changes Several analysts recently commented on MU shares. Stifel Nicolaus raised the...

Y.D. More Investments Ltd grew its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 38.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 87,170 shares of the computer hardware maker's stock after acquiring an additional 24,006 shares during the period. NVIDIA comprises approximately 0.9% of Y.D. More Investments Ltd's portfolio, making the stock its 20th largest position. Y.D. More Investments Ltd's holdings in NVIDIA were worth $16,263,000 as of its most recent SEC filing. Several other hedge funds have also modified their holdings of NVDA. Elefante Mark B boosted its holdings in NVIDIA by 2.0% in the third quarter. Elefante Mark B now owns 49,060 shares of the computer hardware maker's stock valued at $9,154,000 after purchasing an additional 945 shares during the period. D Orazio & Associates Inc. increased its holdings in NVIDIA by 4.1% during the 3rd quarter. D Orazio & Associates Inc. now owns 45,504 shares of the computer hardware maker's stock worth $8,490,000 after purchasing an additional 1,793 shares during the period. ICICI Prudential Asset Management Co Ltd increased its holdings in NVIDIA by 22.0% during the 3rd quarter. ICICI Prudential Asset Management Co Ltd now owns 151,685 shares of the computer hardware maker's stock worth $28,301,000 after purchasing an additional 27,389 shares during the period. Pekin Hardy Strauss Inc. raised its position in NVIDIA by 48.6% in the 3rd quarter. Pekin Hardy Strauss Inc. now owns 26,391 shares of the computer hardware maker's stock valued at $4,924,000 after purchasing an additional 8,628 shares in the last quarter. Finally, Clear Creek Financial Management LLC boosted its stake in shares of NVIDIA by 0.8% in the 3rd quarter. Clear Creek Financial Management LLC now owns 115,692 shares of the computer hardware maker's stock valued at $21,586,000 after buying an additional 881 shares during the...

Y.D. More Investments Ltd Raises Stock Position in Amazon.com, Inc. $AMZN MarketBeat

Y.D. More Investments Ltd grew its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 8.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 54,456 shares of the software giant's stock after purchasing an additional 4,137 shares during the quarter. Microsoft makes up 1.6% of Y.D. More Investments Ltd's holdings, making the stock its 15th biggest holding. Y.D. More Investments Ltd's holdings in Microsoft were worth $28,198,000 at the end of the most recent reporting period. Several other institutional investors and hedge funds also recently made changes to their positions in the company. Prakash Investment Advisors LLC boosted its position in Microsoft by 2.1% during the 3rd quarter. Prakash Investment Advisors LLC now owns 7,339 shares of the software giant's stock worth $3,801,000 after buying an additional 148 shares during the period. Elefante Mark B raised its stake in shares of Microsoft by 13.4% during the third quarter. Elefante Mark B now owns 15,300 shares of the software giant's stock valued at $7,925,000 after acquiring an additional 1,810 shares during the last quarter. D Orazio & Associates Inc. lifted its holdings in shares of Microsoft by 2.3% during the third quarter. D Orazio & Associates Inc. now owns 25,252 shares of the software giant's stock worth $13,079,000 after purchasing an additional 558 shares during the period. ICICI Prudential Asset Management Co Ltd lifted its holdings in shares of Microsoft by 11.0% during the third quarter. ICICI Prudential Asset Management Co Ltd now owns 85,906 shares of the software giant's stock worth $44,495,000 after purchasing an additional 8,537 shares during the period. Finally, Pekin Hardy Strauss Inc. grew its stake in shares of Microsoft by 3.3% in the third quarter. Pekin Hardy Strauss Inc. now owns 18,816 shares of the software giant's stock worth $9,745,000 after purchasing an additiona...

Kelleher Financial Advisors decreased its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 24.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,448 shares of the social networking company's stock after selling 3,049 shares during the period. Meta Platforms makes up 1.7% of Kelleher Financial Advisors' holdings, making the stock its 13th biggest position. Kelleher Financial Advisors' holdings in Meta Platforms were worth $6,938,000 at the end of the most recent quarter. A number of other institutional investors also recently modified their holdings of the business. Norges Bank bought a new stake in Meta Platforms in the 2nd quarter valued at about $23,155,393,000. Laurel Wealth Advisors LLC increased its holdings in shares of Meta Platforms by 73,443.1% during the second quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company's stock worth $6,212,506,000 after purchasing an additional 8,405,558 shares during the period. State Street Corp raised its position in shares of Meta Platforms by 1.9% in the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock valued at $64,158,971,000 after buying an additional 1,650,435 shares in the last quarter. Vanguard Group Inc. boosted its stake in shares of Meta Platforms by 0.8% in the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company's stock valued at $142,149,566,000 after buying an additional 1,532,568 shares during the period. Finally, Concentrum Wealth Management boosted its stake in shares of Meta Platforms by 948.7% in the third quarter. Concentrum Wealth Management now owns 1,243,577 shares of the social networking company's stock valued at $913,000 after buying an additional 1,124,998 shares during the period. Institutional investors own 79.91% of the company's stock. Get Meta Platforms ...

In this article NVDA MU PANW Follow your favorite stocks CREATE FREE ACCOUNT A worker stands atop a metro construction site near U.S. chipmaker Nvidia Corp.'s office in Bengaluru, India, Jan. 7, 2026. Idrees Mohammed | Afp | Getty Images The stock market continues to be volatile as investors digest developments related to the U.S.-Iran conflict, artificial intelligence disruption fears and concerns about the sustainability of the AI boom. Investors seeking solid stock picks in this backdrop can turn to the recommendations of top Wall Street analysts for useful insights. These experts look beyond short-term pressures and focus on a company's ability to deliver strong returns over the long term. Here are three stocks favored by some of Wall Street's top pros, according to TipRanks, a platform that ranks analysts based on their past performance. Nvidia Semiconductor giant Nvidia ( NVDA ) is this week's first pick. Following a meeting with Nvidia's CFO Colette Kress, UBS analyst Timothy Arcuri reiterated a buy rating on Nvidia stock with a price target of $245 . In comparison, TipRanks' AI Analyst has an "outperform" with a price target of $230. Arcuri stated that following the meeting, he is bullish on Nvidia's networking growth and long-term margins. He noted that NVDA is very upbeat about its networking expansion. Management indicated that the company already sees itself as the largest global networking player, with the target to surpass the combined revenue of other networking semiconductor suppliers by the end of 2026. With regard to gross margin, the five-star analyst highlighted that NVDA expects some variance in the near term due to new program launches. Management sees 75% as a good long-term target for gross margin and is not currently aiming for a significantly higher level above 75%. Nvidia expects compute performance and TCO (total cost of ownership) improvements, along with enhanced customer economics in each generation, to help sustain strength in margins...

Top Wall Street analysts are bullish on these 3 stocks despite ongoing volatility CNBC

经济大省要发挥改革开放先行者、试验田作用，是以“新”为特征的各项任务的重要承担者。 3月5日下午，习近平总书记在参加他所在的十四届全国人大四次会议江苏代表团审议时强调，江苏等经济大省处在改革开放前沿，要在研究新情况、解决新问题上下功夫、出经验。 经济大省是全国发展大局中的“压舱石”和“顶梁柱”，2025年，经济大省对全国经济增长的贡献率达62.2%。在“十五五”乃至更长一段时间，经济大省仍然被寄予了厚望、赋予了重任。 当然，经济大省除了经济总量庞大和对经济增长的贡献率之外，更为重要的是要发挥改革开放先行者、试验田作用，也就是说，是以“新”为特征的各项任务的重要承担者。 “十五五”规划建议指出，要完整准确全面贯彻新发展理念，加快构建新发展格局。 从大的方面来说，经济大省要把情况摸清、把问题找准、把工作抓实，着力解决制约高质量发展、推进中国式现代化的卡点堵点问题；从具体方面来说，要在发展新质生产力、持续增强经济韧性以及探索推进全体人民共同富裕的有效途径上下足功夫、出经验。 首先，充分发展新质生产力是促进高质量发展的重要抓手。 “十五五”规划建议提出，要抓住新一轮科技革命和产业变革历史机遇，统筹教育强国、科技强国、人才强国建设，提升国家创新体系整体效能，全面增强自主创新能力，抢占科技发展制高点，不断催生新质生产力。 今年的政府工作报告提出，培育壮大新兴产业和未来产业。实施产业创新工程，鼓励央企国企带头开放应用场景，打造集成电路、航空航天、生物医药、低空经济等新兴支柱产业。 下一步，要持续加强原始创新和关键核心技术攻关，在抢占科技制高点上实现新突破，持续促进创新链、产业链、资金链、人才链深度融合，为科技创新提供更为扎实的基础。只有真正克服了“短板”，才会逐步实现“优势”。经济大省各有优势，各有核心竞争力，也各有广阔的发展前景。在全国一盘棋的原则指导下，各种优势的充分结合可以迸发出更大活力。 其中，在持续增强经济韧性上，除了针对复杂多变的国际形势采取更有效的针对措施外，更重要的还在于练好内功，包括要为各类经济主体的积极性充分涌流创造更好环境。 通过国企改革三年行动等深层次改革，国有企业的效率和效益都得到了显著提高。在3月5日的十四届全国人大四次会议首场“部长通道”上，国资委主任张玉卓又强调了“三个突破”：推动国有资本在“三个集中”上取得突破，在提升中央企业活力效率上取得突破，...