格隆汇2月25日｜据每经，当地时间2月20日，美国最高法院裁定特朗普政府旧关税政策违法，但同日特朗普宣布对全球商品加征10%临时关税，后税率提高至15%并于2月24日生效。对中国光伏厂商而言，目前出口美国量不大，影响有限，但海外产能成本将上升。美国政策多变，隆基绿能转向“Local for Local”战略，博达新能则认为赴美建厂风险太大，光伏逆变器厂商阳光电源认为，新增关税后，之前加征的关税也被...
格隆汇2月25日｜据每经，当地时间2月20日，美国最高法院裁定特朗普政府旧关税政策违法，但同日特朗普宣布对全球商品加征10%临时关税，后税率提高至15%并于2月24日生效。对中国光伏厂商而言，目前出口美国量不大，影响有限，但海外产能成本将上升。美国政策多变，隆基绿能转向“Local for Local”战略，博达新能则认为赴美建厂风险太大，光伏逆变器厂商阳光电源认为，新增关税后，之前加征的关税也被停止，因此整体而言关税是差不多的。
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 12 Cheap Technology Stocks to Invest In According to Hedge Funds. On February 20, QUALCOMM Incorporated (NASDAQ:QCOM) signed a deal with Tata Electronics to produce Qualcomm Automotive Modules in India. Tata Electronics will manage manufacturing at its new semiconductor assembly and test facility, under development in Jagiroad, Assam. […]
QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 12 Cheap Technology Stocks to Invest In According to Hedge Funds. On February 20, QUALCOMM Incorporated (NASDAQ:QCOM) signed a deal with Tata Electronics to produce Qualcomm Automotive Modules in India. Tata Electronics will manage manufacturing at its new semiconductor assembly and test facility, under development in Jagiroad, Assam. […]
Leonardo S.p.a. press release ( FINMF ): New Orders increased to € 23.8 billion (+15% vs 2024)1 , with a book-to-bill ratio of 1.2x Revenues increased to €19.5 billion (+11% vs 2024)1 EBITA increased to €1.75 billion (+18% vs 2024)1 Free Operating Cash Flow at € 1.0 billion (+21% vs 2024)1 The Group's Net Debt at € 1.0 billion, down 44% compared with €1.8 billion in 2024 More on Leonardo S.p.a. Le...
Leonardo S.p.a. press release ( FINMF ): New Orders increased to € 23.8 billion (+15% vs 2024)1 , with a book-to-bill ratio of 1.2x Revenues increased to €19.5 billion (+11% vs 2024)1 EBITA increased to €1.75 billion (+18% vs 2024)1 Free Operating Cash Flow at € 1.0 billion (+21% vs 2024)1 The Group's Net Debt at € 1.0 billion, down 44% compared with €1.8 billion in 2024 More on Leonardo S.p.a. Leonardo: I Believe The 'Peak' Is Here In 2026E Rising military budgets are reshaping Europe’s defense industry Germany is said to prepare upgraded 'bunker buster' missile program Seeking Alpha’s Quant Rating on Leonardo S.p.a. Historical earnings data for Leonardo S.p.a.
Zoho Corp. , a software firm owned by the Indian billionaire Vembu family, is in talks to build out its own data centers in the United Arab Emirates, Saudi Arabia and South Africa, three of its fastest-growing markets. The firm has appointed Equinix Inc. to set up facilities in the UAE and has started discussions for centers in Saudi Arabia and South Africa, Hyther Nizam, the head of Middle East a...
Zoho Corp. , a software firm owned by the Indian billionaire Vembu family, is in talks to build out its own data centers in the United Arab Emirates, Saudi Arabia and South Africa, three of its fastest-growing markets. The firm has appointed Equinix Inc. to set up facilities in the UAE and has started discussions for centers in Saudi Arabia and South Africa, Hyther Nizam, the head of Middle East and Africa at Zoho, said in an interview. It already has hubs in Dubai and Abu Dhabi and will fund the expansion with profit generated in the markets, he said, without disclosing the size of the investment. Big Tech firms such as Alphabet Inc.’s Google and Microsoft Corp. are working to plant more cloud and co-location data centers across the Middle East and Africa to get closer to a growing customer base and as governments increasingly insist that data stays within their borders. “Procurement has, to some extent, become influenced by geopolitical and policy considerations,” Nizam said. Zoho sells open-source, cloud-based software that handles everything from emails and documents to accounting and hiring — for about half the price of equivalent Google and Microsoft services, he said. Building and running its own data centers in Africa, rather than relying on other companies’ infrastructure, enables the firm to control its costs and provide local-currency and even subsidized pricing in some instances. This has helped the regional business grow 50% in the past year, he said. Established in 1996, the software company generates the bulk of its annual revenue, which Nizam said totaled about $1.5 billion, in the US and India. Zoho serves more than one million paying customers, operates 20 data centers worldwide, and sees Africa and the Middle East as a key growth driver. Zoho already has several offices in Africa, including in South Africa, Kenya, Nigeria and Egypt, and plans to expand to Ghana, Uganda, Tanzania, Zimbabwe and Zambia. “We are committed to putting our money on the t...
The head of Bangladesh’s central bank has stepped down in a surprise departure that comes just over a week after the inauguration of the country’s new democratically elected government. Bangladesh Bank Governor Ahsan H. Mansur confirmed his departure in an interview with Bloomberg News on Wednesday, saying he made the decision after local TV news reported the new government was planning to replace...
The head of Bangladesh’s central bank has stepped down in a surprise departure that comes just over a week after the inauguration of the country’s new democratically elected government. Bangladesh Bank Governor Ahsan H. Mansur confirmed his departure in an interview with Bloomberg News on Wednesday, saying he made the decision after local TV news reported the new government was planning to replace him. “After seeing the TV news that I’m being replaced, I left the job,” Mansur said in a phone interview with Bloomberg News Wednesday. “There are formalities remaining. I will do that later.” The exact circumstances behind Mansur’s departure weren’t immediately clear. Earlier in the day, a small group of employees held a protest at the central bank headquarters, accusing him of “authoritarianism” and demanding his resignation. At the rally, protesters said that he did not meet their “just demands” without elaborating. TV footage showed Mansur leaving the central bank building in Motijheel, a business district in the capital Dhaka. Mansur joined as the 13th governor of the Bangladesh Bank in August 2024 amid a period of intense political instability following the popular uprising that led to the ouster of former Prime Minister Sheikh Hasina . Mansur’s departure comes after last week’s inauguration of Prime Minister Tarique Rahman, whose Bangladesh Nationalist Party swept the country’s first general election since the 2024 uprising.
Volkan ISIK/iStock via Getty Images On Tuesday, a federal judge in California dismissed a lawsuit from Elon Musk's AI company xAI ( X.AI ) that accused competitor OpenAI ( OPENAI ) of stealing its trade secrets, Reuters reported. U.S. District Judge Rita Lin in San Francisco said that xAI could refile the case, but for now it has failed to allege that the Sam Altman-led startup committed any misco...
Volkan ISIK/iStock via Getty Images On Tuesday, a federal judge in California dismissed a lawsuit from Elon Musk's AI company xAI ( X.AI ) that accused competitor OpenAI ( OPENAI ) of stealing its trade secrets, Reuters reported. U.S. District Judge Rita Lin in San Francisco said that xAI could refile the case, but for now it has failed to allege that the Sam Altman-led startup committed any misconduct, the report added . OpenAI and xAI did not immediately respond to a request for comment from Seeking Alpha. The lawsuit, which was filed in September 2025, claimed that former xAI staff took source code related to the company's AI chatbot Grok and other confidential information with them when they left for new jobs at OpenAI. "Notably absent are allegations about the conduct of OpenAI itself," said Lin. "xAI does not allege any facts indicating that OpenAI induced xAI's former employees to steal xAI’s trade secrets or that these former xAI employees used any stolen trade secrets once employed by OpenAI," the report noted. Last month, Lin signaled that she may dismiss the lawsuit. The judge has given xAI until March 17 to file an amended complaint, according to the report. xAI has separately sued a former engineer, Xuechen Li, for allegedly taking trade secrets to Microsoft ( MSFT )-backed OpenAI. "We welcome the court's decision," said OpenAI, the report noted. "This baseless lawsuit was never anything more than yet another front in Mr. Musk's ongoing campaign of harassment." The lawsuit is part of a larger tussle between Musk and OpenAI, which he co-founded and is also suing over its conversion to a for-profit company. Musk is seeking up to $134.5B in damages from OpenAI and Microsoft in that case. Jury selection is slated for April 27, the report noted. OpenAI said in a court filing that the trade-secrets case was part of a "campaign to harass a competitor with unfounded legal claims" because Grok could not keep up with OpenAI's ChatGPT, the report added. More o...
uschools/E+ via Getty Images Stock index futures rose on Wednesday as investors geared up for Nvidia’s ( NVDA ) fourth-quarter results after the market close. Nasdaq 100 futures ( US100:IND ) climbed +0.27%. S&P 500 futures ( SPX ) advanced +0.21%, and Dow futures ( INDU ) edged higher by +0.18%. The economic calendar for the day includes the new home sales report and the survey of business uncert...
uschools/E+ via Getty Images Stock index futures rose on Wednesday as investors geared up for Nvidia’s ( NVDA ) fourth-quarter results after the market close. Nasdaq 100 futures ( US100:IND ) climbed +0.27%. S&P 500 futures ( SPX ) advanced +0.21%, and Dow futures ( INDU ) edged higher by +0.18%. The economic calendar for the day includes the new home sales report and the survey of business uncertainty data. Fedspeak is also on tap, with St. Louis Fed President Alberto Musalem, Kansas City Fed President Jeffrey Schmid, and Richmond Fed President Thomas Barkin all scheduled to speak. U.S. Treasury yields moved slightly higher across the curve. The 2-year Treasury yield ( US2Y ) rose to 3.48%, while the 10-year Treasury yield ( US10Y ) reached 4.05%. The 30-year Treasury yield ( US30Y ) stood at 4.70%. Top S&P 500 gainers in premarket trading included Axon Enterprise ( AXON ) +16.04%, Albemarle ( ALB ) +4.26%, and Humana ( HUM ) +3.02%. Decliners included First Solar ( FSLR ) -15.10%, Workday ( WDAY ) -9.30%, and CoStar ( CSGP ) -7.28%. More on markets U.S. Treasury Debt-To-GDP Ratio Rises To 122% In Q4, Highest Since Covid Spike S&P 500: Supreme Court Ruling On Tariffs Increases Market Volatility SPY: Tariff Troubles (And Other Developments) Dampen Some Optimism After the Supreme Court's tariff ruling, here's what could be next for stocks SCOTUS ruling could put over $175B in U.S. tariff revenue at risk, Penn-Wharton estimates
denisik11 U.S. President Donald Trump has said that major technology companies developing artificial intelligence data centers will have to cover their electricity needs under what he called a newly negotiated “rate protection pledge.” Speaking during his State of the Union address to Congress, Trump said tech firms would be told to generate dedicated power for their expanding AI infrastructure ra...
denisik11 U.S. President Donald Trump has said that major technology companies developing artificial intelligence data centers will have to cover their electricity needs under what he called a newly negotiated “rate protection pledge.” Speaking during his State of the Union address to Congress, Trump said tech firms would be told to generate dedicated power for their expanding AI infrastructure rather than drawing additional load from local grids. "Tonight, I'm pleased to announce that I have negotiated the new rate payer protection pledge. You know what that is? We're telling the major tech companies that they have the obligation to provide for their own power needs," he said. "We have an old grid. It could never handle the kind of numbers, the amount of electricity that's needed. So I'm telling them, they can build their own plant. They're going to produce their own electricity. It will ensure the company's ability to get electricity while, at the same time, lowering prices of electricity for you," he said. He did not name the companies involved or provide details on how the plan would be implemented or enforced. Reuters reported that the White House is expected to host companies in early March to formalize the effort. Last month, Microsoft ( MSFT ) unveiled a plan to ensure their data centers don’t increase consumers' electricity prices and minimize water use and replenish more of the water than they use, as Trump weighed potential action on electricity costs. Wedbush has said it expects other big tech organizations to follow soon after, given the increased scrutiny from federal, state, and local governments to address major concerns with large-scale data center buildouts. The Trump administration in January unveiled a plan that would require big tech companies to pay for the construction of new power generation in the region managed by PJM Interconnection, the largest U.S. grid operator, serving 67M customers in 13 states and Washington, D.C. PJM also announced ...