After weeks of failed negotiations, public ultimatums, and lawsuit threats, the Defense Department has formally labeled Anthropic a “supply-chain risk”, escalating its fight with the AI company over their acceptable use policies and potentially bringing their fight to court. The decision, first reported by The Wall Street Journal on Thursday, citing one source familiar, will bar defense contractors from working with the government if they use Claude, Anthropic’s AI program, in their products. Though the designation is typically applied to foreign companies with ties to adversarial governments, this is the first time that an American company has publicly received this label. At the heart of the conflict is Anthropic’s refusal to allow the Pentagon to use Claude for two purposes: autonomous lethal weapons without human oversight, and mass surveillance. The Pentagon has argued that Anthropic’s demands for control over government usage would place too much power in the hands of a private company, while Anthropic was not reassured that the government would respect their red lines. The negotiations grew ugly, however, as the Pentagon increasingly threatened to use the supply-chain risk designation should Anthropic refuse to comply with their demands. After Anthropic announced last Thursday that they would not comply, the Pentagon made good on that threat. (The Pentagon did not comment on the record. Anthropic did not immediately return a request for comment.) It is unclear how broadly the Pentagon will attempt to apply their enforcement of this designation. On Friday, when he announced his intent to label Anthropic a risk, Defense Secretary Pete Hegseth stated that any company that performed “any commercial activity” with Anthropic —even outside their work for the Pentagon — would have their defense contracts cancelled. At the time, Anthropic stated in response that such a broad application of the law would be illegal. Hegseth and President Donald Trump set a 6-month dead...

欲览更多环球财经资讯，请移步 7×24小时实时财经新闻 市场 3月6日收盘：美股收跌道指下跌780点 WTI原油突破80美元 3月6日美股成交额前20：博通CEO强调市场对其芯片强劲需求 3月6日美股成交额前20：博通CEO强调市场对其芯片强劲需求 原油价格加剧通胀风险，美国国债收益率连续第四日上升 现货黄金下跌1.5%，白银下跌3.1% 欧洲股市下跌 市场权衡伊朗战争影响 宏观 美国上周初请失业金人数持平 2月裁员人数大降55% 美国四季度生产率和劳动力成本增幅超预期 初请失业金人数持平 美国2月计划裁员人数大幅下降 美国参议院支持特朗普军事打击伊朗 民主党限制战争权力的努力未果 法国、意大利、希腊将协助保障红海航运通行 英国对盟友反应迟缓，引发对其军事效能的质疑 以色列国防军总参谋长：针对伊朗的行动正在进入下一阶段 美国与墨西哥将于3月16日当周启动对美墨加协定贸易协议的审议程序 特朗普解职国土安全部长诺姆 为第二任期首次更换内阁成员 以军袭击黎巴嫩已致黎方123人死亡683人受伤 伊朗伊斯兰革命卫队：“真实承诺4”第21轮反击行动已启动 美国会众议院否决一项限制美总统发动军事行动权限的议案 特朗普称伊朗致电询问如何达成协议 特朗普：古巴“非常渴望达成协议” 公司 英伟达称不会再资助Anthropic 亚马逊推出人工智能平台 自动化医疗行政流程 AMD与Meta达成AI合作 AI合作伙伴关系和新处理器提振投资者信心 OpenAI的奥特曼暗讽Anthropic，称政府应比公司更强大 五角大楼：已经通知Anthropic其对美国供应链构成风险 美国据悉拟将AI芯片出口管制扩展至全球 英伟达和AMD势受冲击 甲骨文计划裁员数千人 因AI数据中心扩张挤压现金流 OpenAI发布金融服务新工具 加剧与Anthropic角力 评论 花旗：经历近期波动后，可逢低买入日经指数 美联储官员鲍曼认为美国劳动力市场显现更多企稳迹象 美联储官员巴尔金：通胀黏性较强、就业数据向好，或改变美联储面临的风险前景 法国央行行长Villeroy称欧洲央行目前没有理由加息 3月6日外盘头条：特朗普解职国土安全部长诺姆 Anthropic被控对美国供应链构成风险 美联储面临的前景或改变 原油：投资者担心战争旷日持久 WTI突破81美元 美国债市：国债全线走低 油价续涨带来压力 责任编辑：李肇孚

In this article AMZN Follow your favorite stocks CREATE FREE ACCOUNT An Amazon facility on Amazon Prime Day in the Queens borough of New York, US, on Tuesday, July 8, 2025. Klaus Galiano | Bloomberg | Getty Images Amazon 's website and shopping app were down for some users on Thursday, leaving consumers unable to check out, access account information or view product prices. Trouble on the site spiked around 2 p.m. ET, with more than 22,000 users reporting issues two hours later, according to Downdetector , a website that tracks outages. "We're sorry that some customers may be experiencing issues while shopping," Amazon spokesperson Jennie Bryant said in a statement. "We appreciate customers' patience as we work to resolve the issue." Users also reported issues placing orders or viewing their purchase history with Amazon Fresh , the company's grocery delivery service. The glitches come as Amazon Web Services, the company's cloud computing unit, has dealt with outages after drone strikes damaged three of its data centers in the United Arab Emirates and Bahrain. Iranian state media reported Amazon's data center in Bahrain was targeted by Iran's Islamic Revolutionary Guard Corps for the company's support of U.S. "military and intelligence activities." Amazon said Thursday its cloud services were functioning normally. Read more CNBC tech news 5 unresolved questions hanging over the Anthropic–Pentagon fracas: 'It's all very puzzling' Amazon's Bahrain data center targeted by Iran for support of U.S. military, state media says Broadcom CEO Hock Tan sees AI chip revenue 'significantly' above $100 billion next year Defense tech companies are dropping Claude after Pentagon's Anthropic blacklist Nvidia CEO Huang says $30 billion OpenAI investment 'might be the last' Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

Concerns have been bubbling up over the $1.8 trillion private credit market in recent weeks, with investors spooked in part by the risk of artificial intelligence on some borrowers and worries about valuations. Last month, a Blue Owl Capital Inc. fund opted to halt quarterly redemptions and started selling assets to return money to investors. This week, Blackstone Inc.’s flagship private credit fund allowed investors to redeem a record 7.9% of shares. JPMorgan Chase & Co. CEO Jamie Dimon has spoken of failed corporate borrowers as “cockroaches,” suggesting there could be more. Bloomberg News Chief Correspondent for Private Capital Davide Scigliuzzo joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)

jetcityimage/iStock Editorial via Getty Images It seems that my last 'Hold' rating on Dine Brands ( DIN ) has aged well. Seeking Alpha I was very happy to see during FY 2025 the change in Applebee's approach, stopping the 'endless LTOs' and switching to offering fixed-price promotions (both with the 'Really Big Meal Deal' and the '2 for $25'). This generated traffic and turned same-store sales positive. But that wasn't what caused the bull run. That's when the catalyst for dual-branded openings appeared. Look how interesting the internal layout of the dual-branded restaurants is (FSR Magazine) I gave you all the numbers that these prototypes can generate in my last article here (and I'll tell you upfront, they're much more economical than standalone locations). As they project 50 openings in all of FY 2026 (~80 by the end of the year), the goal is still far from being achieved, and aside from renovations of company-owned stores, they depend on franchisees to carry out these renovations. Out of the 30-plus openings, 21 are concentrated in Texas and Wisconsin (mainly with Hakim Group and Flynn Group ). Not every franchisee seems to be racing to build these out. A reader made a very interesting list about the updated new openings. I recommend taking a look at it. Since the upside above my previous price target (mid-$30s) was entirely supported by these dual-branded locations, I decided to downgrade to 'Hold' again. I figured the market wouldn't push above my target yet until the dual-branded showed up so much in the consolidated numbers. Seeking Alpha At this point, we're sitting at a total return of 45% since my last 'Buy' rating, far outperforming the S&P, which has delivered only 5.9% since August of last year. Not bad, if you ask me. Almost three months after my last update on Dine Brands, I'd like to give my two cents on what's happening and finally update the thesis. Some Tweaks I Liked Instead of launching menu innovations within some kind of seasonal LTO or som...

Luke Littler beat Premier League leader Jonny Clayton 6-4 in a top quality final at Utilita Arena in Cardiff. Littler broke Clayton in the opening leg of the final, but 'The Ferret' hit straight back with a break of his own after 'The Nuke' failed to checkout 68 with three darts in hand. A bullseye finish from Clayton gave the home crowd in Cardiff more to celebrate, as the 51-year-old took a first lead of the final. But Littler showed why he is the back-to-back world champion, hitting the 'Big Fish' checkout of 170 - just as he had done to clinch victory in the semi-final against Gerwyn Price. Both players held throw as the final reached its halfway stage with the score level at three legs each. Littler almost sent the crowd wild with a nine-dart finish, only to miss double 15 and see Clayton return to the oche to check out the 41 remaining in an incredible leg. The 19-year-old levelled proceedings with a hold of throw before a second break of the game moved Littler to within a leg of victory. And Littler sealed his first night win of the 2026 Premier League campaign in the following leg, checking out 52 with his last dart in hand to climbed into the top four. "It took me a little while to get settled in to this tournament, as it did in the first year," Littler told Sky Sports. "I've done really well tonight and I'm proud of myself. "The table looks good now, it wasn't looking good when I was in seventh. It just goes to show that tonight I had to focus on myself." Another final appearance for Clayton sees him remain top of the table, as he continues to thrive on his return to the Premier League.

Tokyo [Japan], March 6 (ANI): Japanese Prime Minister Sanae Takaichi held discussions with Peter Thiel, Co-Founder and Chairman of Palantir Technologies, at the Prime Minister's Office, focusing on advanced technology developments and cooperation. As per an official statement from the Japanese Prime Minister's office on March 5, Japanese Prime Minister Takaichi received a courtesy call from Peter Thiel at the Prime Minister's Office. The meeting brought together the Japanese government and one of the leading figures in the global technology sector to exchange views on the evolving landscape of advanced technologies. In a social media post, Japan's Prime Minister's Office said that the discussion between the two focused on advanced technology in Japan. During the interaction, Takaichi noted that the conversation covered the current state and prospects of advanced technology fields in both Japan and the United States. 'I received a courtesy call from Peter Thiel, co-founder and chairman of Palantir Technologies Inc. We exchanged views on the current state and prospects of advanced technology fields in Japan and the United States, among other topics,' the Japanese Prime Minister said. Palantir Technologies is a US-based technology company known for developing advanced data analytics platforms that help governments and businesses analyse large and complex datasets. The company provides software that integrates artificial intelligence, big data analytics, and machine learning to support decision-making. Its platforms are widely used by government agencies, defence organisations, financial institutions, and private companies to analyse data, detect patterns, and improve operational efficiency. The discussion between Takaichi and Thiel is considered important as advanced technologies such as artificial intelligence, big data analytics, and digital infrastructure are becoming central to economic growth and national security. Exchanges between policymakers and technology lea...

Nuclear power is winning support from tech companies, utilities and governments seeking carbon-free, round-the-clock energy to fuel an artificial intelligence boom. In October, the Trump administration added fresh impetus — advancing an $80 billion plan to subsidize new facilities and fast-track experimental designs. And yet in much of the world — from the US to France, Europe’s nuclear powerhouse — those lofty ambitions are at odds with the reality of an industry hollowed out by decades of stagnation. A Bloomberg News analysis of company announcements, construction pipelines and industry forecasts suggest the current push comes too late to stop China’s nuclear capacity from overtaking the US fleet at the start of the next decade. Today, the US is the biggest producer of electricity from splitting atoms, but its output will plateau over the next decade. Others, like Japan, are struggling to maintain their capacities. China stands in stark contrast. It’s building reactors at an unprecedented pace — as many as 10 units a year — backed by state financing and a homegrown supply chain, as it pursues energy security, cleaner air and technological dominance. If current construction plans and projections hold, it will overtake the US’s capacity by 2032, the data show. That could give Beijing a crucial advantage in the scramble for the energy needed to gain an edge in power-intensive artificial intelligence. Thanks to decades of making the technology a priority — plus helpful regulation, financing support and a plentiful workforce — China is now able to build reactors at less than a fifth of the cost in US and Europe, according to BloombergNEF . Meanwhile, projects in developed nations have been plagued with delays and cost overruns. Vogtle in Georgia, the first new US plant in three decades, was completed in 2024, years behind schedule and at more than double the original estimated price. “Vogtle barely limped across the finish line, over budget and behind schedule. This wa...

Chen Tianqiao conquered China’s gaming world in the early 2000s, becoming one of the country’s richest men before mental health issues prompted him to walk away from his business empire. Now, he’s reinventing himself in the US and pursuing a more elusive target: the source code of human consciousness to make AI smarter than humans . Using a fortune minted from his earlier successes — including Shanda’s 2004 Nasdaq listing following hits like The Legend of Mir II — Chen is now developing what he calls “discoverative AI.” It’s a form of AI with the ability to learn and respond in ways that surpass current large language models which are largely designed to mimic people when generating content. “I want to create an AI that is not just intended to replace humans, but to do things that humans cannot do, so that humans can go further,” said Chen, founder of Shanda Group, previously called Shanda Interactive Entertainment and once one of China’s largest internet companies. In his first interview with international media in nine years, Chen said the goal of discoverative AI was to find new knowledge and anticipate complex, real-world events by integrating long-term memory, causal reasoning and predictive modeling. He and Shanda are committed to investing a total of more than $2 billion on the technology, including incubating startups and developing it himself, he said, speaking online from his glass-walled office overlooking the California coast. Often referred to as artificial general intelligence, such technology can help people plan for natural disasters or even discover new drugs. Chen has also been testing whether it can help him make smarter investments, forecast geopolitical events or win big on prediction sites like Polymarket where people can bet on news or sports-related outcomes. Skeptics still see AGI — with common sense and the ability to self-correct — as years away, but few predict it to take decades as was the consensus only a few years ago. As head of Shand...

The Formula One is changing lanes in March with Apple TV (AAPL) becoming the exclusive streamer for the international racing league. Yahoo Finance Senior Autos Reporter Pras Subramanian explains the new broadcasting features F1 fans will see as the sport transitions to Apple streaming in the US. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend.

VANCOUVER, British Columbia, March 05, 2026 (GLOBE NEWSWIRE) -- Canfor Pulp Products Inc. (“The Company” or “CPPI”) (TSX: CFX) today reported its fourth quarter of 2025 results: Overview. Q4 2025 operating loss of $85.6 million; net loss of $133.6 million, or $2.05 per share. As a result of the prolonged weakness in global pulp markets and the Company's persistent challenges accessing economically viable fibre, an asset write-down and impairment charge totaling $106.5 million was recognized in Q4 2025, which included a write-off of a previously recognized deferred tax asset of $52.5 million. After taking into consideration adjusting and one-time items1 totaling $57.5 million, the adjusted operating loss for Q4 2025 was $28.1 million, compared to a similarly adjusted operating loss of $11.1 million in Q3 2025. Global softwood pulp markets were relatively flat through Q4 2025, principally driven by elevated pulp producer inventory levels. Pulp production declined 4% in Q4 2025 (versus Q3 2025) primarily due to a scheduled maintenance outage at its Northwood NBSK pulp mill, including a slower than anticipated restart. Jointly with Canfor, the Company announced in December 2025 it had entered into an Arrangement Agreement, where Canfor would acquire all of the issued and outstanding common shares of Canfor Pulp not already owned by Canfor, for either $0.50 in cash consideration or 0.0425 of a common share of Canfor (the "Proposed Transaction"). Closing is anticipated in Q1 2026 and is subject to all applicable shareholder, court and regulatory approvals. As announced in February 2026, Management's forecasts indicate a breach of financial covenants is highly probable as early as March 31, 2026. Should the Proposed Transaction not close, the Company would re-engage with its lenders for further temporary relief while it works to undertake a restructuring process. Financial results. The following table summarizes selected financial information for CPPI for the comparative p...

VANCOUVER, British Columbia, March 05, 2026 (GLOBE NEWSWIRE) -- Canfor Corporation (“the Company” or “Canfor”) (TSX: CFP) today reported its fourth quarter of 2025 results: Overview. For the fourth quarter of 2025, the Company reported an operating loss of $415.9 million and a net loss of $390.5 million, equivalent to $3.35 per share. An asset write-down and impairment charge of approximately $320.4 million has been recorded in Q4 2025 (including a $52.5 million write off of a previously recognized deferred tax asset), of which $213.9 million relates to the Company's lumber segment and $106.5 million relates to the pulp and paper segment. After taking into consideration adjusting and one-time items 1 of $270.9 million, the adjusted operating loss for Q4 2025 was $145.0 million, compared to a similarly adjusted operating loss of $111.3 million in Q3 2025. of $270.9 million, the adjusted operating loss for Q4 2025 was $145.0 million, compared to a similarly adjusted operating loss of $111.3 million in Q3 2025. North American lumber markets continued to face pressure in Q4 2025, as elevated US softwood lumber duties along with tariffs, further dampened already weak demand. Sawmill curtailments and seasonally lower inventories supported a slight improvement in benchmark prices late in Q4 2025. Lumber production was up 2% from the previous quarter, driven primarily by the full quarter contribution from the recently acquired Hedin sawmills in Europe, partially offset by seasonal holiday downtime across all operating regions. Global softwood pulp markets were relatively flat through Q4 2025, principally driven by elevated pulp producer inventory levels. Financial results. The following table summarizes selected financial information for the Company for the comparative periods: (millions of Canadian dollars, except per share amounts) Q4 2025 Q3 2025 YTD 2025 Q4 2024 YTD 2024 Sales $ 1,282.3 $ 1,259.8 $ 5,339.0 $ 1,285.7 $ 5,252.8 Reported operating income (loss) before amor...

宏观新闻 1、十四届全国人大四次会议5日上午在人民大会堂开幕，习近平等党和国家领导人出席开幕会，国务院总理李强向大会作政府工作报告。政府工作报告说，2026年发展主要预期目标是：经济增长4.5%－5%；2026年赤字率拟按4%左右安排，拟发行超长期特别国债1.3万亿元；继续实施适度宽松的货币政策。 2、十四届全国人大四次会议将于今日下午3时，在梅地亚中心新闻发布厅举行记者会，邀请国家发展和改革委员会主任郑栅洁、财政部部长蓝佛安、商务部部长王文涛、中国人民银行行长潘功胜、中国证券监督管理委员会主席吴清就发展改革、财政预算、商务、金融证券等相关问题回答中外记者提问。 3、在昨天的外交部例行记者会上，发言人毛宁表示，中方将派中国政府中东问题特使翟隽于近期访问中东地区，为推动紧张局势降温作出积极努力。 4、央行公告，为保持银行体系流动性充裕，2026年3月6日，中国人民银行将以固定数量、利率招标、多重价位中标方式开展8000亿元买断式逆回购操作，期限为3个月（91天）。 5、以色列交通部长米里·雷格夫宣布，以色列准备于3月8日重新开放该国领空，允许出境航班通行。 6、伊朗哈塔姆·安比亚中央司令部副司令阿米尔·海达里在当地时间5日上午在接受采访时表示，伊朗方面并没有真正关闭霍尔木兹海峡。伊斯兰革命卫队在声明中表示，美国、以色列以及欧洲国家及其支持者所属的军用和商用船只，均严禁在该海域通行，一旦被发现，将遭到打击。 行业新闻 1、十四届全国人大四次会议首场“部长通道”集中采访活动3月5日举行。工业和信息化部部长李乐成表示，人工智能+制造”是一个必答题，不是一个选择题。今年，将大力推动“人工智能+制造”，制造业的各行各业都要拥抱人工智能，深度挖掘高价值的应用场景，培育一批高水平的典型应用，打造一批特色智能体。 2、《政府工作报告》起草组成员、国务院研究室副主任陈昌盛3月5日在国新办吹风会上表示，要用好我们国家电网体系的优势，进一步实施建设超大规模的智算集群和算电协同这样的新型基础设施建设；要进一步支持提升大模型能力和算力能力，多路径多路线布局具身智能、世界模型等等，技术上更开放，多方面去探索。 3、全面开源后，阶跃星辰新一代基座模型Step 3.5 Flash的全球热度进一步攀升，模型调用量在OpenClaw（被网友称为“小龙虾”的全球知名开源项目）上已迅速攀升至全球第一。 4、...

Nvidia (NVDA +0.10%) and Advanced Micro Devices (AMD 1.42%) have been among the leading providers of the specialized processors used for artificial intelligence. These graphics processing units (GPUs) were originally designed to speed up graphics in video games -- hence the name. However, these semiconductors proved equally adept at accelerating AI processing, which sent demand for the chips soaring, due to the rising adoption of AI. However, proposed regulations by the Trump administration could mark a major setback for the advancement of AI. Let me see your license and registration U.S. officials are considering rules that would require Nvidia, AMD, and others to obtain government approval before shipping any AI chips outside the country, according to a report by Bloomberg. The proposed regulations would require companies to request approval from the U.S. Department of Commerce for the export of any chips designed for AI. Once the approval process was complete, licenses would be issued permitting the shipment of these AI accelerators. The rules would go further, instituting a tiered licensing system based on the size of the deployment. Smaller shipments of 1,000 GPUs or less would be subject to a cursory review; medium-sized deployments would require preclearance before applying for a license; and sizable deployments of 200,000 GPUs or more would require certifications from government officials in the host countries. These ratifications would include strict security requirements and commitments to invest in U.S. AI. Expand NASDAQ : NVDA Nvidia Today's Change ( 0.10 %) $ 0.19 Current Price $ 183.23 Key Data Points Market Cap $4.4T Day's Range $ 177.91 - $ 184.05 52wk Range $ 86.62 - $ 212.19 Volume 7M Avg Vol 175M Gross Margin 71.07 % Dividend Yield 0.02 % The U.S. government already has export restrictions in place for countries it deems a threat to national security. These countries include China, Russia, North Korea, and Iran, among others. President Trump appro...

Data Center Hunter: Iran Expands Drone Target List, From AWS To Microsoft Facilities Iranian state-affiliated media says the IRGC has targeted Microsoft data centers in the Gulf region with kamikaze drones , days after IRGC drone strikes hit Amazon data centers in the United Arab Emirates. This underscores a new escalation: commercial data centers no longer appear to be off-limits, a risk we warned readers a little more than a month ago. "The targeting of Amazon and Microsoft in these operations has dealt a serious blow to the enemy's technological and information infrastructure," Fars News Agency said in a Telegram post, as quoted by the Financial Times . On Monday, two AWS data centers in the UAE were hit by IRGC drones, while an AWS facility in Bahrain was nearly struck by one of these next-generation, low-cost kamikaze drones. These incidents marked the first known instance of a commercial data center being physically targeted in a conflict. We pointed out in the note titled "Explosion In AI Data Center Buildouts Will Demand Next-Gen Counter-Drone Security" that Wall Street analysts largely end their analysis at the financing and construction of next-generation data centers, with limited discussion regarding the modern security architecture required once these facilities are built and become instant high-value targets for non-state actors or foreign adversaries. Traditional perimeter measures, such as metal chain-link fencing and surveillance systems, are rendered useless in the world of emerging AI threats, including autonomous drone or swarm-based attacks enabled by advances in AI and low-cost unmanned systems. Related: Drone Strikes On Amazon Data Centers In Middle East Reveal Urgent Need To Defend AI Airports, Data Centers, Skyscrapers, & Power Plants: Are Desalination Plants Next Targets In U.S.-Iran War "Bomb Data Center": Eric Schmidt Warns AI Arms Race Could Spark Global Conflict It's fair to say that this week, data center operators and financiers aroun...

BridgeBio Oncology Therapeutics, Inc. press release ( BBOT ): GAAP EPS of -$0.49. Cash Position: As of December 31, 2025, BBOT had cash, cash equivalents and marketable securities totaling $425.5 million, which is expected to provide cash runway into 2028. Research and development (R&D) expenses: R&D expenses were $38.1 million for the fourth quarter of 2025 compared to $19.5 million for the fourth quarter of 2024. The increase in expenses was primarily due to increases in clinical trial expenses and manufacturing expenses for BBO-8520, BBO-11818, and BBO-10203. General and administrative (G&A) expenses: G&A expenses were $5.3 million for the fourth quarter of 2025 compared to $2.3 million for the fourth quarter of 2024. Changes in G&A expenses reflect the initiation of BBOT's standalone operations and de-SPAC transaction. Net Loss: Net loss was $38.8 million for the fourth quarter of 2025 compared to $19.7 million for the fourth quarter of 2024. More on BridgeBio Oncology Therapeutics, Inc. BridgeBio Oncology Therapeutics, Inc. (BBOT) Discusses Clinical Data Updates for BBO-8520, BBO-11818, and BBO-10203 Transcript BridgeBio Oncology Therapeutics: Promising KRAS Drug Developer - In My View, At Least BridgeBio Oncology gains outperform rating from Raymond James Seeking Alpha’s Quant Rating on BridgeBio Oncology Therapeutics, Inc. Historical earnings data for BridgeBio Oncology Therapeutics, Inc.

The dispute dates to 2013, when China Gold HK agreed to buy a 65% stake in Soremi Investments Ltd., the holding company for the Soremi copper mine in southern Congo. Photo: VCG A copper mine deal once hailed as a flagship Chinese investment in Africa has spiraled into a $2 billion legal battle stretching from Hong Kong to the Caribbean. At the center is a dispute between China National Gold Group Hong Kong Ltd. (China Gold HK) and U.S.-based commodities trader Gerald Group — and a Hong Kong court ruling that corruption allegations raised years later cannot reopen arbitration awards already issued.

Assessing Qualcomm (QCOM) Valuation As AI Robotics And 6G Expansion Plans Gain Momentum simplywall.st

Image source: The Motley Fool. Thursday, March 5, 2026 at 5 p.m. ET Call participants Founder and CEO — Nicholas Woodman EVP, CFO, and COO (President effective March 17, 2026) — Brian T. McGee Takeaways Revenue -- $202 million for the quarter, which was below the guidance range of $220 million plus or minus $5 million. -- $202 million for the quarter, which was below the guidance range of $220 million plus or minus $5 million. Adjusted EBITDA -- Positive $1 million for the quarter, with a full-year loss of $29 million that improved from a $72 million loss the prior year. -- Positive $1 million for the quarter, with a full-year loss of $29 million that improved from a $72 million loss the prior year. Cash flow from operations -- Positive $16 million in the quarter, marking the third consecutive quarter of positive cash flow and representing a $41 million year-over-year improvement. -- Positive $16 million in the quarter, marking the third consecutive quarter of positive cash flow and representing a $41 million year-over-year improvement. Gross margin -- 33.8% for the year, stable with the prior year despite a negative impact of about $20 million from tariffs. -- 33.8% for the year, stable with the prior year despite a negative impact of about $20 million from tariffs. Operating expenses -- Reduced $93 million to $261 million for the year, a 26% decrease from 2024, due to restructuring and expense controls. -- Reduced $93 million to $261 million for the year, a 26% decrease from 2024, due to restructuring and expense controls. Loss per share -- GAAP loss per share of $0.59 and non-GAAP loss per share of $0.30, both significantly improved from prior year losses of $2.82 and $2.42, respectively, which included a $1.93 per share tax valuation allowance impact. -- GAAP loss per share of $0.59 and non-GAAP loss per share of $0.30, both significantly improved from prior year losses of $2.82 and $2.42, respectively, which included a $1.93 per share tax valuation allowance im...

Nvidia's Earnings Prove Why It's Earned Its Spot (NASDAQ:NVDA) Seeking Alpha

Oleksandr Holovin/iStock Editorial via Getty Images Nvidia's Infrastructure Buildout Has Thrived With this last earnings report, Nvidia Corporation ( NVDA ) has just reminded the market why it's the most important company in today’s day and age. With AI and Data Centers booming, Nvidia’s infrastructure buildout has thrived. Nvidia completely exceeded expectations this past quarter by delivering a high-quality beat with operating leverage. Even after all its massive gains for the past decade, Nvidia continues to show unmatched execution, platform dominance, and incredibly strategic capital deployment. AI expansion isn’t slowing down anytime soon. So if there’s a tech stock that’s worth investing in, I would say it's NVDA. NVDA Snapshot (Best Stock Now App Database) Since going public in 1999, Nvidia has delivered some of the greatest compound annual returns the market has ever seen. It has continued to outperform Microsoft ( MSFT ) and Apple ( AAPL ) on a CAGR basis and has consistently ranked at the top of performance metrics across the market. This isn’t by accident either. Nvidia’s execution philosophy has been consistent for years. They integrate GPUs, CPUs, networking, storage, and even software into a unified stack. But what is the reason developers build on Nvidia though? It's the feedback loop. For nearly 20 years, millions of engineers have been learning Nvidia's CUDA, as every major AI framework, such as PyTorch, TensorFlow, and JAX, was built with CUDA as the primary GPU backend first. Universities, research labs, startups, and major tech companies built their libraries, enormous ones at that, their frameworks and their tools on top of CUDA. Universities would teach CUDA in parallel computing courses, and research papers would naturally assume CUDA compatibility. What does that mean? It means that many developers think about GPU programming in CUDA terms. And while Intel's hardware can compete to some extent with Nvidia, their AI development environment st...

(Bloomberg) — The Pentagon said it has formally notified Anthropic PBC that it’s determined the company and its products pose a risk to the US supply chain, according to a senior defense official, escalating a dispute over artificial intelligence safeguards. “DOW officially informed Anthropic leadership the company and its products are deemed a supply chain risk, effective immediately,” the official told Bloomberg News on Thursday, using an acronym for the Department of War, the name that Defense Secretary Pete Hegseth now favors for the Department of Defense. Most Read from Bloomberg WATCH: Michael Shepard reports that the Pentagon has formally notified Anthropic that it has determined the company and its products pose a risk to the US supply chain.Source: Bloomberg While the defense official described the determination as “effective immediately,” Anthropic’s Claude AI tools are still being actively used by the US military in operations against Iran, according to a person familiar with the matter. In his warning to the firm last Friday, Hegseth had outlined a six-month transition period to shift its AI work to other providers. Spokespeople for Anthropic and the Pentagon had no immediate comment. The defense official didn’t say when or by what means the Pentagon informed the company. Anthropic has previously vowed to challenge in court any supply-chain risk designation by the Pentagon. The Pentagon’s finding threatens to disrupt both the company and the military, which has relied heavily on Anthropic’s software. Until recently, Anthropic provided the only AI system that could operate in the Pentagon’s classified cloud. Its Claude Gov tool has become a favored option among defense personnel for its ease of use. “It’s a good capability” and removing it is “going to be painful for all involved,” said Lauren Kahn, a senior research analyst at Georgetown University’s Center for Security and Emerging Technology. Anthropic Chief Executive Officer Dario Amodei had been nego...

Qualcomm (NASDAQ:QCOM) Trading Down 1.8% - What's Next? MarketBeat

隔夜股市 美东时间周四，美股三大指数集体收跌，道指跌1.61%，标普500指数跌0.57%，纳指跌0.26%。 在美国与以色列对伊朗的空袭持续之际，本周华尔街股市整体表现仍优于欧洲和亚洲市场，主要得益于科技股走强。 市场人士认为，如果原油价格升至每桶100美元，将对市场构成明显风险。同时，投资者也密切关注任何显示冲突可能接近结束的消息。 商品市场 国际原油期货结算价大幅收涨。WTI原油期货4月合约收涨8.51%，报81.01美元/桶。布伦特原油期货5月合约涨4.93%，报85.41美元/桶。 COMEX黄金期货跌0.81%，报5093美元/盎司；COMEX白银期货跌0.8%，报82.52美元/盎司。 市场消息 【伊朗常驻联合国代表团：所谓伊朗封锁霍尔木兹海峡的说法毫无根据 荒谬至极】 伊朗常驻联合国代表团当地时间5日在社交媒体发文表示，所谓伊朗封锁霍尔木兹海峡的说法毫无根据，荒谬至极，伊朗始终恪守国际法，维护航行自由。代表团称：“事实上，真正危害海上安全的是美国。就在昨天，距离伊朗海岸近2000英里处，载有130名水兵、正在印度进行海军访问的伊朗护卫舰‘德纳’号，在国际水域遭到美国潜艇无故击沉，导致100多名水兵丧生。此次鲁莽袭击违反了国际法和航行自由的基本原则。” 【伊朗军方称使用无人机击中美军“林肯”号航母】 据伊朗方面消息，当地时间3月5日，伊朗武装部队哈塔姆·安比亚中央司令部发言人表示，美国“亚伯拉罕·林肯”号航空母舰在接近伊朗水域边界340公里的阿曼海，被伊朗伊斯兰革命卫队海军无人机击中，“亚伯拉罕·林肯”号航空母舰同其驱逐舰迅速撤离，迄今已远离该区域超过一千公里。 【伊朗最高国家安全委员会秘书：已作好准备应对美国地面行动】 伊朗最高国家安全委员会秘书拉里贾尼5日在社交媒体上发文说，伊朗已作好准备应对美国的地面行动。他表示，伊朗方面很清楚一些美国官员计划在伊朗发动地面行动，但伊朗已经作好准备，将不惜代价“让那些美国官员蒙羞”。 【特朗普要求库尔德人协助美国对伊朗行动】 据美国《华盛顿邮报》5日报道，美国总统特朗普要求库尔德人协助美国在伊朗的行动，并表示将提供包括空中掩护在内的支持。报道援引多名知情人士的话说，特朗普本周与伊朗和伊拉克的库尔德领导人通话时表示，将提供“广泛的美国空中掩护”和其他支持，帮助“反政府的伊朗库尔德人占领伊朗西部部分地区”。 【美众院...

CALGARY, Alberta, March 05, 2026 (GLOBE NEWSWIRE) -- Wilmington Capital Management Inc. (TSX: WCM.A, WCM.B) (“Wilmington” or the “Corporation”) reports its fourth quarter and year end December 31, 2025 financial reports and provides an operational update. For the three and twelve months ended December 31, 2025, the Corporation reported a net income of $0.2 million or $0.01 per share and a net loss of $0.5 million or ($0.04) per share, compared to a net loss of $0.8 million or ($0.06) per share and net income of $0.4 million or $0.03 per share for the same periods in 2024, respectively. Outlook As previously reported, beginning in August 2023, the Corporation took steps to monetize a number of its investments in order to unlock the value which had been substantially realized, distribute capital to its shareholders and simplify its business. The monetization plan has met with considerable success and Wilmington is well positioned to continue to build on its past history of delivering attractive long-term returns to shareholders. Wilmington announced on November 31, 2025, as part of its transition plan, the changes in its leadership team and board of directors. Effective December 31, 2025, Messrs. Chris Killi, Joe Killi and Marc Sardachuk stepped down from their respective roles as CEO, Chairman and director of the Corporation. Their leadership and commitment had been instrumental in building unique alternative investment platforms like land lease resorts and communities, self-storage facilities, marinas and delivering strong financial performance. Wilmington is grateful for their vision and stewardship throughout their tenure and wishes them every success in their future endeavors. Mr. Andrew Cockwell assumed the role of Chairman and CEO and will help lead Wilmington into an exciting new chapter that ensures the Corporation continues to have a dynamic and successful future. About Wilmington Wilmington is a Canadian investment company whose principal objective has been...

Sashkinw/iStock via Getty Images MPT Became the Most Shorted REIT Stock in Q4 I last analyzed Medical Properties Trust stock (NYSE: MPT ) on 1.27 with an article titled " Medical Properties Trust: Why Short Interest Eased Substantially Before Q4 Earnings." As stated in the title, that article served as a preview for its Q4 earnings report (ER) with a focus on the short interest. It rated the stock as a hold. Since that article, a few new catalysts have evolved around MPT. The rest of this article will detail the top 2 on my list: the actual Q4 ER results and also the latest change of the short interest. Let me start with a brief recap of the ER to better contextualize the rest of the discussion. MPT released its Q4 ER on Feb 6, with results beating consensus on both lines, as you can see from the following screenshot. In particular, I wanted to draw your attention to the facts that A) the company’s FFO has recovered to the FQ4 2024 level of $0.18 per share, and B) the company has reported two consecutive quarters of topline recovery too, with a 16.6% YOY growth in FQ4. Seeking Alpha Despite these results, short sellers have aggressively positioned themselves against the company in the quarter. As a matter of fact, the company has become one of the most shorted companies in the REIT space per the following report: Seeking Alpha News (Mar 4): Most and least shorted REIT stocks with over $2B market cap. Seeking Alpha has compiled a list of the most and least shorted REIT stocks (with a market cap over $2B) in the current market scenario. The top 3 most shorted stocks on the list are: NETSTREIT ( NTST ) - 28.63% of shares outstanding Medical Properties Trust ( MPT ) - 23.25% of shares outstanding Park Hotels & Resorts ( PK ) - 17.37% of shares outstanding Against this backdrop, my goal for this analysis is to urge potential investors to NOT follow the short sellers. I will explain why the current high short interest is largely predicated on an outdated view of the compa...

Evommune, Inc. press release ( EVMN ): FY GAAP EPS of -$11.22. Revenue of $13M (+85.7% Y/Y). Cash, cash equivalents and investments were $216.7 million as of December 31, 2025, compared to $72.0 million as of December 31, 2024. More on Evommune, Inc. Evommune's EVO301 Phase 2a Data Drives 70% Stock Surge Evommune raises $125M privately Evommune surges on mid-stage trial win for eczema therapy Seeking Alpha’s Quant Rating on Evommune, Inc. Historical earnings data for Evommune, Inc.

Image source: The Motley Fool. March 5, 2026, at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Stephen L. Silvestro Chief Financial and Strategy Officer — Edward Stelmakh Chief Commercial Officer — Andrew Jacob D'Silva TAKEAWAYS Revenue -- $32.2 million for the quarter and $109.4 million for the full year, reflecting solid performance across both legacy and new client segments. -- $32.2 million for the quarter and $109.4 million for the full year, reflecting solid performance across both legacy and new client segments. Adjusted EBITDA -- $12 million for the quarter and $24.3 million for the year, more than doubling year over year. -- $12 million for the quarter and $24.3 million for the year, more than doubling year over year. Net Income -- $5 million ($0.26 per diluted share) on a GAAP basis for the year, compared to a net loss of $100,000 in the prior period. -- $5 million ($0.26 per diluted share) on a GAAP basis for the year, compared to a net loss of $100,000 in the prior period. Non-GAAP Net Income -- $9.9 million ($0.51 per diluted share) for the year, up from $5.5 million ($0.30 per diluted share) in the prior year. -- $9.9 million ($0.51 per diluted share) for the year, up from $5.5 million ($0.30 per diluted share) in the prior year. Gross Margin -- 74.8% for the quarter, up from 68.1% in the comparable quarter last year, attributed to favorable solution and channel partner mix; management does not expect this margin level to continue in 2026. -- 74.8% for the quarter, up from 68.1% in the comparable quarter last year, attributed to favorable solution and channel partner mix; management does not expect this margin level to continue in 2026. Operating Expenses -- Decreased by $2.9 million year over year, primarily due to lower cash OpEx from post-acquisition cost reductions. -- Decreased by $2.9 million year over year, primarily due to lower cash OpEx from post-acquisition cost reductions. Operating Cash Flow -- $18.7 million for the year, compar...

Equinox Partners Investment Management trimmed its position in Osisko Development (NYSE:ODV) by 1,032,596 shares last quarter, an estimated $3.55 million trade based on average quarterly pricing, according to a February 17, 2026, SEC filing. According to a filing with the Securities and Exchange Commission dated February 17, 2026, Equinox Partners Investment Management reduced its holdings in Osisko Development by 1,032,596 shares last quarter. The estimated transaction value was $3.55 million based on the mean unadjusted closing price for the quarter. The fund’s stake at the end of December 2025 was 573,739 shares, valued at $1.94 million. Osisko Development Corp. is a Canadian gold mining company specializing in the exploration and development of large-scale mining projects, with its flagship Cariboo Gold project representing a significant asset in British Columbia. The company leverages a strategy centered on advancing high-quality mineral properties through the project development lifecycle, aiming to unlock resource value and future production potential. With operations in both Canada and Mexico, Osisko Development positions itself to benefit from long-term demand in the gold sector and offers investors exposure to resource growth and development opportunities. Continue reading

Image source: The Motley Fool. Thursday, March 5, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Michael J. Christenson Chief Financial Officer — Mark A. Boelke Head of Investor Relations — Roy Nir Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Total Revenue -- $134.4 million, representing a 26% increase. -- $134.4 million, representing a 26% increase. Operating Loss -- $20.7 million, including a $26 million non-cash impairment charge related to FCC licenses. -- $20.7 million, including a $26 million non-cash impairment charge related to FCC licenses. Operating Profit Excluding Impairment -- Over $5 million would have been recorded as operating profit if the non-cash impairment charge were excluded. -- Over $5 million would have been recorded as operating profit if the non-cash impairment charge were excluded. Media Segment Revenue -- $45.8 million, down 32%; impacted mainly by lower political revenue. -- $45.8 million, down 32%; impacted mainly by lower political revenue. Media Segment Local Advertising Revenue -- Increased 4%, with a 3% decrease in monthly active advertisers offset by an 8% increase in revenue per advertiser. -- Increased 4%, with a 3% decrease in monthly active advertisers offset by an 8% increase in revenue per advertiser. Media Segment National Advertising Revenue -- Decreased 5%. -- Decreased 5%. Media Segment Operating Expense -- Decreased by $2.5 million, or 6%, as a result of efficiency initiatives and workforce reductions. -- Decreased by $2.5 million, or 6%, as a result of efficiency initiatives and workforce reductions. Media Segment Operating Loss -- $400,000 versus an $18.5 million operating profit, primarily due to the absence of political advertising revenue. -- $400,000 versus an $18.5 million operating profit, primarily due to the absence of political advertising revenue. Media Workforce Reduction -- 5% reduction in back-office roles, annualized expense savings of $5 million, with $2.8 mil...