SlavkoSereda/iStock via Getty Images Iran attacked Saudi Arabia's giant Jubail petrochemical complex, the heart of the Saudi downstream energy sector, Iran's Islamic Revolutionary Guard Corps said Tuesday. It is not yet clear which facilities were hit in Saudi Arabia, but the IRGC said it had "effectively targeted with medium-range missiles and several suicide drones" the Sadara complex, a $20B joint venture between Aramco and Dow ( DOW ) that was shut last week , and other facilities in Jubail, including one belonging to Exxon Mobil ( XOM ). The incident followed Israeli strikes on Iran's South Pars petrochemical complex in Asaluyeh on Sunday, where multiple explosions were reported. Market participants believe the attacks on major petrochemical hubs on both sides underscore growing risks to supply continuity, particularly for benzene and downstream styrene monomer, Dow Jones reported. Separately, Saudi Arabia raised the price of its oil grades to record premiums , as the near-closure of the Strait of Hormuz continues to impede supplies out of the Persian Gulf. Saudi Aramco set the official selling price for May loadings of its Arab Light crude to Asia—the largest destination for Middle Eastern crude—at $19.50/bbl above the Oman/Dubai regional benchmarks, up from a $2.50/bbl premium in April. Aramco also hiked prices for other grades of Saudi oil sold to Asia by $17/bbl, as well as prices for grades sold to Northwest Europe and the Mediterranean by $25/bbl above regional benchmarks, and to U.S. customers by $10/bbl. U.S. crude oil futures added to gains Tuesday after the U.S. struck more than 50 military targets on Iran's Kharg Island, according to The Wall Street Journal , ahead of President Trump’s deadline for Iran to reopen the Strait of Hormuz. Kharg Island, located off Iran's western coast, is a vital oil export terminal for the country. Front-month Nymex crude ( CL1:COM ) for May delivery jumped 3.1% to $115.87/bbl, and front-month Brent crude ( CO1:COM ) fo...

红十字国际委员会（ICRC）主席斯波利亚里茨就中东局势发表声明称，“任何不受限制的战争都是违反法律的。它是不可辩护的、不人道的，并且会对所有民众造成毁灭性的打击” 【财新网】 在距离特朗普所划下的谈判时间红线──美东时间4月7日晚间8时还有约12小时之际，特朗普又在自己的社交媒体上，发出一段极富挑衅意味的施压言词。 特朗普在帖子里说，“今晚，一个(伊朗)文明将走向死亡，永不复在(A whole civilization will die tonight, never to be brought back again.)。我不希望这种事发生，但恐怕终将成真”。但他话锋一转又称，既然伊朗已经发生了所谓“彻底且全面的政权更迭”，“思想更开明、更睿智且较不激进的人们在掌权。说不定会发生某种革命性的美好转变，谁知道呢？今晚，我们将见分晓”。特朗普此前曾威胁，如果伊朗未能在时限内提出可妥协的方案，美国将开始轰炸伊朗的包括电站、桥梁在内的各类民用设施。

When the singer-songwriter and Sufjan Stevens collaborator became gravely ill, he had to learn to walk, talk, hear, play and sing again. Music – and a love of antique instrumentation – helped him rebuild On Halloween 2022, Angelo De Augustine was at home in Los Angeles when he suddenly collapsed. “I got all these strange sensations and knew something was very wrong,” says the 33-year old singer-songwriter. “Then I lost control of my body.” Luckily, he had family around who were able to rush him to hospital, where he was put through days of exhausting tests. “I was conscious most of the time unfortunately,” he says drily, “but I don’t remember a whole lot about it other than I couldn’t hear, I couldn’t see well and I couldn’t really move.” Despite countless explorations, doctors were unable to offer a concrete diagnosis, and eventually sent him home. “They said, ‘Come back if you go completely deaf or blind.’” Reeling and semi-incapacitated, De Augustine had just one thought: to finish Toil and Trouble, the album he had been making for the preceding year. “Nobody was helping and I didn’t think I would survive the illness,” he admits. “I couldn’t do basic tasks like lift things, but I’d worked so hard I didn’t want to leave it incomplete. As far as I was concerned, I wanted to get it finished and then thought I was probably gonna die.” Continue reading...

Edward Meyercord, President and CEO of Extreme Networks (NASDAQ:EXTR) , exercised 50,000 stock options and immediately sold the resulting common shares on April 1, 2026, for a transaction value of approximately $765,000, according to the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($15.30); post-transaction value based on April 1, 2026 market close ($15.20). Extreme Networks, Inc. is a global provider of advanced networking equipment and cloud-based management solutions, supporting mission-critical connectivity for diverse industries. The company leverages AI-powered platforms and a comprehensive product portfolio to address complex enterprise networking needs. Continue reading

Astera Labs Rides on Strong Scorpio Demand: What Lies Ahead? Yahoo Finance Singapore

ALAB benefits from strong Scorpio demand as hyperscaler adoption grows, but rising competition and premium valuation raise questions about its growth path.

Astera Labs Rides on Strong Scorpio Demand: What Lies Ahead? Yahoo Finance

Marex Group (NASDAQ:MRX) President Simon Van Den Born disclosed the sale of 13,264 shares in open-market transactions on April 1, 2026, according to an SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average sale price ($43.51); post-transaction value based on April 6, 2026, market close ($46.02). * 1-year performance calculated using April 6, 2026, as the reference date. Continue reading

据伊朗《德黑兰时报》7日在社交媒体上发文说，伊朗已关闭与美国的所有外交渠道和间接沟通渠道。（新华社）

格隆汇4月7日｜伊朗称部署双联装导弹发射装置 “打击规模将翻倍”。

Arm downgraded, Arista Networks upgraded: Wall Street's top analyst calls

Anthropic的最新进展与其说是渐进式增长，不如说是需求的急剧跃升。该公司目前公布的年度经常性收入（年化营收）为300亿美元，高于2025年底的90亿美元。这一加速似乎与企业采用其Claude服务有关，目前已有超过1000家客户每年支出超过100万美元，自2月份以来增长了一倍多。这一轨迹表明，人工智能工作负载正深入企业预算，尽管该公司仍在处理与美国政府的一起纠纷，其称该纠纷可能对收入产生影响。 为支撑这一激增，Anthropic正在扩大与博通和 谷歌 的合作，建设应对不断增长的需求所需的基础设施。该合作于上月首次公布，包括从2027年开始获取约3.5吉瓦计算能力的计划，但这取决于Anthropic持续的商业增长势头。 博通正在基于谷歌的张量处理单元开发芯片，为英伟达架构提供替代方案，同时与谷歌签订了一项持续至2031年的长期供应协议。随着超大规模需求持续扩大，这一布局可能使博通更直接地参与到人工智能芯片的讨论中。 投资者的反应似乎反映了这种潜在转变，消息公布后，博通股价在周一尾盘交易中上涨了3.6%。管理层此前曾表示，人工智能芯片收入明年可能超过1000亿美元，这强化了市场预期，即与大规模人工智能部署相关的定制芯片可能成为核心增长动力。不过，Anthropic未来的计算消耗规模仍与其维持商业增长动力的能力相关，执行力和监管进展仍是可能影响未来轨迹的变量。 责任编辑：张俊 SF065

格隆汇4月7日｜受与伊朗局势相关的全球油价上涨行情推动，俄罗斯原油价格升至13年多来的最高水平。据Argus Media的数据，俄罗斯的旗舰原油乌拉尔原油4月2日在俄罗斯普里莫尔斯克港(Primorsk)达到每桶116.05美元。这一价格不包括运输成本，几乎是俄罗斯今年预算所假设的每桶59美元平均价格的两倍。

据伊朗迈赫尔通讯社7日报道，伊朗伊斯兰革命卫队航空航天部队司令马吉德·穆萨维当天在社交媒体上说：“战争进入新阶段，最新部署‘征服者’和‘城堡破坏者’双联装导弹发射装置，打击规模将翻倍。” (新华社)

JHVEPhoto Intel ( INTC ) has joined the Terafab project alongside billionaire Elon Musk's companies SpaceX ( SPACE ), xAI ( X.AI ), and Tesla ( TSLA ) to "help refactor silicon fab technology." "Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab’s aim to produce 1 TW/year [terawatt per year] of compute to power future advances in AI and robotics," said Intel in a post on X. Intel added that it hosted Musk at the company this past weekend. Shares of Intel climbed about 3%, while Tesla's shares fell nearly 2% on Tuesday. "SpaceX, @xAI, and @Tesla are launching the most epic chip-building effort ever - combining logic, memory, and advanced packaging under one roof → https://terafab.ai," said SpaceX in a post on X. Last month, Tesla and SpaceX CEO Musk unveile d plans for the new semiconductor venture called Terafab, to be built in Austin, Texas. It will be composed of two advanced chip factories operated jointly by Tesla and SpaceX, as Musk seeks greater control over semiconductor supply for AI, robotics, and space computing. Analysts at Wedbush had said that the Terafab facility likely signals a first step towards an eventual merger, as soon as next year, between Tesla and SpaceX. More on Intel and Tesla Intel: Buying Back The Fab 34 Stake Is Not A Good Idea Tesla: Weak Start To 2026 Intel: 3 Reasons Why The $14.2B Apollo Deal Is Significant Jeff Bezos' Project Prometheus hires xAI co-founder from OpenAI: report OpenAI urges California, Delaware to probe Musk’s ‘anti-competitive behavior’ - report

JHVEPhoto Intel ( INTC ) has joined the Terafab project alongside billionaire Elon Musk's companies SpaceX ( SPACE ), xAI ( X.AI ), and Tesla ( TSLA ) to "help refactor silicon fab technology." "Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab’s aim to produce 1 TW/year [terawatt per year] of compute to power future advances in AI and robotics," said Intel in a post on X. Intel added that it hosted Musk at the company this past weekend. Shares of Intel climbed about 3%, while Tesla's shares fell nearly 2% on Tuesday. "SpaceX, @xAI, and @Tesla are launching the most epic chip-building effort ever - combining logic, memory, and advanced packaging under one roof → https://terafab.ai," said SpaceX in a post on X. Last month, Tesla and SpaceX CEO Musk unveile d plans for the new semiconductor venture called Terafab, to be built in Austin, Texas. It will be composed of two advanced chip factories operated jointly by Tesla and SpaceX, as Musk seeks greater control over semiconductor supply for AI, robotics, and space computing. Analysts at Wedbush had said that the Terafab facility likely signals a first step towards an eventual merger, as soon as next year, between Tesla and SpaceX. More on Intel and Tesla Intel: Buying Back The Fab 34 Stake Is Not A Good Idea Tesla: Weak Start To 2026 Intel: 3 Reasons Why The $14.2B Apollo Deal Is Significant Jeff Bezos' Project Prometheus hires xAI co-founder from OpenAI: report OpenAI urges California, Delaware to probe Musk’s ‘anti-competitive behavior’ - report

Micron Technology: The AI Memory Titan at a Crossroads The Chronicle-Journal

The US constitution should make it possible to remove a president who’s not fit for office. But we’re going to need another way out For the past few months, I have been waging a cold war with a neighbour who constantly puts out their rubbish on the wrong day. And by “cold war” I mean complaining incessantly to my longsuffering wife while the neighbour goes about their business blissfully unaware that we are mortal enemies. But enough is enough. Last week I decided to end this situation via a strongly worded letter. “Tuesday will be Explosions Day in your house, neighbour!” I wrote. “There will be nothing like it!!! Put out your Fuckin’ Rubbish properly, you crazy bastards, or you’ll be living in Hell – JUST WATCH! Praise be to Allah.” I am sorry to drag Allah into this obviously imaginary exchange, but I’m just channelling the US president. I’m sure you’ve already seen Donald Trump’s profanity-laden Easter Sunday warning to Iran, where he threatened to carry out the mass bombing of civilian infrastructure – but if you haven’t, then go read it and weep. The days where Trump’s outbursts were amusing (remember “ covfefe ”?) are long gone. There is nothing funny about endless stream-of-consciousness screeds from a seemingly unwell man who is not just destroying the US, but dragging the whole world down with it. If a civilian acted like the president routinely does, they’d find themselves fired or institutionalised very quickly. Continue reading...

Fading sentiment among retail investors may be a sign that a near-term equity rebound is in the making, according to strategists at Citadel Securities. Individual traders — traditionally one of the stock market’s most bullish cohorts — turned net sellers of US equities and options last week on Citadel Securities’ platform, according to Scott Rubner , an occurrence seen just 18 times since January 2020. The shift follows weeks of volatility in stocks sparked by surging oil prices and the war in Iran. “We are now seeing early signs of retail capitulation across both cash and options, and retail participation is no longer a one-way source of demand,” Rubner, the firm’s head of equity and equity derivatives strategy, wrote in a note to clients Tuesday. The bearish turn is a clear departure from the persistent dip-buying that has characterized retail behavior in recent years. Yet periods of retail exhaustion have historically been associated with stronger near-term returns for US equities, Citadel Securities data show: The S&P 500 Index has advanced about 82% of the time in the two months after similar signals, notching an average gain of 4.1%. Retail investors remained net buyers last month, though participation slowed sharply. Net notional spending fell roughly 55% in March from the prior month and is down about 70% from January’s peak. The slowdown comes after a volatile stretch for asset prices. The S&P 500 declined about 5% in March, as the escalating conflict in the Middle East disrupted energy markets. Brent crude has risen roughly 80% this year, adding to inflation concerns and weighing on risk assets. Playing Defense Options activity among retail traders is also shifting. While volumes remain elevated, positioning has turned more defensive, with flows skewing modestly toward selling last week and demand for downside protection increasing. The period also marked the first bearish week in retail options activity since late November, according to Citadel Securities...

Michael H The Manheim Used Vehicle Value Index for March indicated that the wholesale used-car market remained firm, with the index rising to 215.3, up 6.2% year over year to their highest level since the summer of 2023. The index was up 1.4% from the level seen in February. Non-adjusted wholesale prices were also strong, increasing 5.7% year over year and 4.2% month over month, which points to sustained pricing pressure across the market. Cox Automotive pointed to healthy dealer demand, tight inventory, and an unusually strong tax-refund season. Cox Automotive said sales conversion was higher than 2025 in nearly every week of Q1, and March appeared to be running ahead of typical spring seasonal patterns, with pricing still holding up well as buyers moved into the market . Segment performance was broad-based, but luxury and midsize cars led gains, while compact cars were the weakest performers. EVs were a standout, with the EV Index up 7.9% year over year and 3.7% month over month. Notably, supply conditions stayed relatively tight, with wholesale days’ supply at 24.5 days at month-end, down from February but still slightly above last year. Overall, the report suggested a resilient wholesale market entering spring, with demand, seasonal tax-refund support, and improving EV activity keeping prices elevated. Related auto retail tickers : Carvana ( CVNA ), CarMax ( KMX ), Lithia Motors ( LAD ), AutoNation ( AN ), Asbury Automotive Group ( ABG ), CarGurus ( CARG ), Group 1 Automotive ( GPI ), Sonic Automotive ( SAH ), Penske Automotive Group ( PAG ), Vroom ( VRM ), Shift Technologies (SFTGQ), Rush Enterprise ( RUSHA ), Driven Brands ( DRVN ), Openlane ( OPLN ), ACV Auctions ( ACVA ), Cars.com ( CARS ), Tesla ( TSLA ), Toyota Motor ( TM ), Honda Motor ( HMC ), Nissan ( NSANY ), General Motors ( GM ), Rivian Automotive ( RIVN ), Lucid Group ( LCID ), Stellantis ( STLA ), and Ford Motor ( F ). More on the auto sector General Motors (GM) Stock Analysis: Why The Quant System...

Galeanu Mihai/iStock via Getty Images The Federal Reserve is steering through one of the most challenging policy environments in years as the war with Iran destabilizes global energy markets and raises uncertainty about inflation and economic activity. The spike in geopolitical volatility leaves policymakers navigating an exceptionally narrow path: tightening too aggressively risks tipping the economy into recession, while easing too soon could reignite inflation. For the near term, the least worst option is to sit tight and leave rates unchanged until the incoming data start to make a strong case for changing the monetary policy bias. The Cleveland Federal Reserve president, Beth Hammack, underscored this point in an interview with AP on Monday. Noting that keeping the Fed’s target rate steady for the near term “for quite some time” is her preference, “I can foresee scenarios where we would need to reduce rates... if the labor market deteriorates significantly,” she added. “Or I could see where we might need to raise rates if inflation stays persistently above our target.” The Treasury market has recently recalibrated its outlook and is now firmly pricing in a higher probability of a rate hike in the near term after an extended run of dovish pricing. The policy-sensitive 2-year yield ( US2Y )(3.84% as of Apr. 6) continues to trade above the median effective Fed funds rate (3.64%), marking a clear change in sentiment toward a hawkish bias for the first time since 2022. The degree of future inflation risk remains debatable, as does the potential for a slowdown in economic growth. But the odds are widely perceived as higher for one or both sides of this coin. “All roads now lead to higher prices and slower growth,” predicts IMF managing director Kristalina Georgieva. “We are in a world of elevated uncertainty,” she told Reuters yesterday, pointing to a variety of risk factors, including geopolitical tensions, technological advancements, climate shocks and demographic ...

Nike (NYSE: NKE) has a growth problem. The business just isn't doing as well as it has been in years past, and these days, investors are looking elsewhere in search of top growth stocks to own. Over the past five years, the returns from Nike stock have been abysmal, as it has crashed close to 70% during that stretch. Normally, a buy-and-hold strategy, especially when it involves an iconic company with a terrific track record, yields strong returns for investors. That hasn't been the case with Nike at all. Under CEO Elliott Hill, the company is attempting to turn things around. While there have been some small wins and signs of progress, the business is still trying to prove to investors that it's worth investing in -- its stock recently hit a new 52-week low. There is one market that has been doing particularly poorly for Nike, and that's China. Is its dependence on that part of the world the biggest problem for the shoe stock right now, and if so, what does that mean for investors? Continue reading

格隆汇4月7日｜周日遭遇无人机袭击后，俄罗斯NORSI炼油厂停产。

Wall Street analyst updates Apple (AAPL) stock price update Finbold

Wall Street analyst updates Apple (AAPL) stock price target Finbold