德国商业银行表示其“正式拒绝裕信银行持续的敌意收购策略”，两家银行收购战言辞交锋升级。 “裕信银行提出的‘重组方案’是一种带有投机性质的尝试，意在拆解德国商业银行成功的商业模式，而非一项可信的价值创造计划，”德国商业银行周一在声明中表示。该行指的是裕信银行当天早些时候提出的改善其业绩的相关提案。德国商业银行称，裕信银行的这些举措“破坏了银行业务所必需的基本信任，也损害了所有利益相关方的利益”。 裕信银行自2024年9月以来一直寻求收购德国商业银行，但后者始终予以拒绝。德国商业银行还表示，两家银行近期的会谈未促成双方观点达成一致。 这家意大利银行周一早些时候对德国商业银行现行战略提出了尖锐批评，称后者“长期存在经营表现不佳的问题”，并表示其面临的“结构性弱点”只是“被有利的市场环境所掩盖”。 责任编辑：李桐

Tesla is expanding its in-house semiconductor effort through the Terafab AI chip complex, with new job postings highlighting work on advanced 2nm class AI chips. The Terafab facility is positioned to support Tesla's autonomous driving, robotics, and data center projects, with a goal of reducing reliance on external chip suppliers. This effort could extend Tesla's reach beyond vehicles into broader AI and compute markets, giving the company more control over critical hardware. Tesla, listed...

Disgorgement In 2022, Elon Musk bought about 9% of the stock of Twitter Inc. US securities laws at the time required him to disclose his stake within 10 days after he acquired 5% of the stock. He hit 5% on March 14, 2022, so his deadline to disclose the stake was March 24. He didn’t file the disclosure, and kept secretly buying more stock. When he ultimately disclosed his ownership on April 4, 11 days late, Twitter’s stock predictably jumped, as the market (correctly) anticipated that he would buy the whole company at a premium. Had he followed the law and disclosed his stake earlier, the stock (presumably) would have jumped earlier. But he didn’t , and from March 24 through April 3, he bought about 13 million more shares at lower, pre-disclosure prices. On some simple math , Musk saved about $143 million by illegally waiting to disclose his purchases so he could buy more in secret. That was my calculation at the time; the SEC later said “at least $150 million.” I will use $143 million because the numbers are simple, 13 million shares times an $11 per share stock-price jump. There is really nothing more to it than that: Musk broke the law, and he made tens of millions of dollars by breaking the law, and in 2025 the US Securities and Exchange Commission sued to make him give the money back . The rule “imposes a strict liability standard,” says the SEC: It doesn’t matter *why* Musk broke the rule, only that he did and profited. But: Give the money back to whom? Musk bought about 13 million Twitter shares in illegal secrecy, paying about $39 per share. Had he made the required disclosures, he would probably have paid about $50 per share. If he saved $11 per share, then it stands to reason that the people who sold him the stock each lost about $11 per share. He should give them the money. There are some problems with this reasoning, though. For one thing, it is pretty hard to trace US stock transactions; Musk doesn’t know who sold him his stock, and those people don’t k...

Palantir Technologies Inc stock (US69608A1088): Is its AI platform dominance strong enough to sustai AD HOC NEWS

Cavan Images/iStock via Getty Images Cleveland-Cliffs Inc.'s ( CLF ) slight beat on both revenue and earnings in Q1 of 2026 was not enough to impress the market, and the share price is reacting accordingly. The market already had very low expectations heading into the report, which is yet another reason why the drop in the early trading hours is quite concerning. To make matters worse, CLF's performance was well below those of its major peers even before the drop following today's report. Data by YCharts As we will see down below, the Q1 report was not bad, but the market is now getting increasingly uneasy about the macroeconomic environment, and steel producers could be caught in the middle of a major cyclical swing as 2026 progresses. Consumer sentiment, for example, was already at record-low levels in the beginning of 2026 and has now fallen even further as a consequence of recent events in the Middle East and the skyrocketing fuel prices. Consumer sentiment sank about 11% this month, extending a decline that began with the start of the Iran conflict, and is currently about 9% below a year ago. Source: sca.isr.umich.edu . Higher anticipated inflation could now push consumers to rethink large purchases, such as autos, while the record-high mortgage rates could put pressure on construction. University of Michigan Although the Q1 report was roughly in line with expectations, the lack of any major positive developments has pushed even the die-hard optimists to throw in the towel. Overreaction Or Something Else? It's quite easy to jump to the conclusion that the sharp drop in CLF share price following the largely in-line report is an irrational move by the market. In the early trading hours, the stock is already down by nearly 8%, which might seem a bit excessive and certainly is not the first time for the stock to fall sharply due to such a report. In reality, however, the market is simply having a hard time pricing the stock after a period of elevated optimism in th...

Meta Platforms (NASDAQ:META) and Alphabet (NASDAQ:GOOG) both posted strong fourth quarter earnings beats, yet their stocks have told very different stories since. Meta’s shares have climbed 37.73% over the past year. Alphabet has gained 8.23% year-to-date, trailing despite equally impressive fundamentals. Ad Volume Carries Meta. Cloud Pulls Alphabet Forward. Meta’s fourth quarter result was driven ... Meta vs. Alphabet: One Just Handed Investors a 40% Return — The Other Is Still Stalling

Key PointsTesla has big opportunities with autonomous driving, robotaxis, and robotics.

Here's a look at the bullish and bearish cases for Tesla stock.

Alibaba Group Holding (NYSE:BABA) has introduced a new AI model called Happy Oyster, designed to generate real world 3D simulation video for game development. The model directly targets high end game and simulation use cases, putting Alibaba in closer competition with Tencent in advanced AI productization. Happy Oyster is part of Alibaba's broader effort under CEO Eddie Wu to centralize AI research and bring more commercial models to market. For investors tracking NYSE:BABA, Happy Oyster...

Senator Elizabeth Warren has publicly alleged that Palantir Technologies (NasdaqGS:PLTR) has not paid federal income taxes despite reporting significant revenues. Martin Shkreli responded by arguing that the criticism relies on misunderstandings between reported accounting income and actual cash taxes paid. The exchange has pushed Palantir into a broader political debate on corporate tax policy and potential reforms affecting large US companies. Palantir, best known for its data analytics...

Palantir Tax Debate Puts Political Risk And Cash Flow In Focus Yahoo Finance

核心要点 美国总统唐纳德・特朗普在脆弱停火即将到期前，再次以压倒性武力威胁伊朗。 随着最后期限临近，美伊新一轮和平谈判的状态及交战双方当前关系的其他关键细节仍不明朗。 一位知情消息人士周一上午向 CNBC 透露（因讨论行程要求匿名），美国代表团 “计划近期前往伊斯兰堡”。 美国总统特朗普周一再次以压倒性军事力量威胁伊朗，称如果周二晚与德黑兰方面的脆弱停火到期前未能达成协议，“大量炸弹将开始引爆”。 这一最新威胁是在与美国公共广播公司（PBS）新闻记者的通话中发出的。与此同时，美伊新一轮和平谈判的状态，以及这两个交战国当前关系的其他关键细节，似乎变得愈发扑朔迷离。 与此同时，特朗普重拾其武力恫吓言论 —— 两周前，在即将到期的脆弱停火达成前，他的此类言论曾不断升级。过去两天，特朗普在与记者的通话中，时而煽动战争，时而对后续和平谈判的进展含糊其辞。 周一发出的新一轮轰炸威胁，紧随周日上午他对福克斯新闻记者的表态 —— 当时他称 “整个国家将被夷为平地”，如果德黑兰不签署协议，伊朗的桥梁和发电厂将成为袭击目标。 尽管美国代表团正准备再次前往巴基斯坦，筹备可能的第二轮和平谈判，但这些威胁仍加剧了美伊紧张关系。 一位知情消息人士周一上午向 CNBC 透露（因讨论行程要求匿名），该代表团 “计划近期前往伊斯兰堡”。 此信息暗示代表团尚未启程，而此前特朗普周一上午曾向《纽约邮报》记者表示，美国官员 “正在前往途中”。 本月早些时候，由副总统 JD・万斯、美国特使史蒂夫・维特科夫和贾里德・库什纳率领的首轮谈判在伊斯兰堡举行，经过 21 小时的磋商后未达成任何协议。 特朗普向《纽约邮报》证实，上述三位官员将参与第二轮谈判代表团。 目前尚不清楚伊朗是否同意参加后续和平谈判。 据多家媒体报道，伊朗外交部发言人周一在新闻发布会上表示，暂无计划参加与美国的谈判。 但《纽约时报》周一晚些时候援引两名伊朗高级官员的话报道称，德黑兰代表团正计划周二前往伊斯兰堡与美方会谈。 美国与伊朗于 4 月 7 日晚达成为期两周的停火协议，此前特朗普曾警告，若无法达成协议，“整个文明将覆灭”。 这一临时停火在短暂有效期内承受着日益加剧的压力，双方互相指责对方违反停火条款。 周日，特朗普表示，正在霍尔木兹海峡附近封锁伊朗港口的美国海军，开火并扣押了一艘试图绕过封锁的伊朗籍货船。 此次事态升级之际，特朗普正抱怨伊朗...

What's Going On With Microsoft Stock Monday? Benzinga

Patel alleges that the magazine published false and harmful claims about his conduct, including accusations of excessive drinking and unexplained absences from duty.

The hack against Kelp DAO is the largest crypto heist of the year so far.

“I know many members across the house will find these facts to be incredible.” Talk about how to lose a room. Up to this point, Keir Starmer appeared to be making a compelling argument that he didn’t know Peter Mandelson had failed the security vetting before he was appointed US ambassador. After that line, the House of Commons descended into sarcastic howls of laughter. The prime minister was speaking in Parliament for the first time since the Mandelson scandal reared its head again last week. He apologised for his appointment, and criticised the civil servants for failing to inform him that Mandelson had failed the vetting. “I should not have appointed Peter Mandelson,” Starmer said. “I take responsibility for that decision, and I apologise again to the victims of the paedophile Jeffrey Epstein, who were clearly failed by my decision.” He added that it “beggars belief that throughout the whole timeline of events, officials in the Foreign Office saw fit to withhold this information from the most senior ministers.” Starmer once again reminded the House of Commons that he fired Mandelson shortly after Bloomberg News revealed the extent of his links to Epstein. The PM found he had some allies backing him up. But other members of Parliament – including in his own party – asked tough questions about how and why he appointed Mandelson in the first place. Starmer was accused of fostering a “toxic culture,” where Mandelson got whatever he wanted. The PM denied this. It was a tricky session for the PM who faced calls for his resignation last week when the news emerged. Some of those calls were repeated on Monday, with Conservative leader Kemi Badenoch saying he’d broken the ministerial code. Starmer denied that he’d misled the House of Commons. Despite all this, it looks as though Starmer will live to fight another day. But sticking to the clichés, he’s not out of the woods yet. On Tuesday morning, Olly Robbins, who Starmer sacked last week as head of the Foreign Office for...

DNBSTOCK/iStock via Getty Images AGNC Investment Corp. ( AGNC ) has become substantially stronger in recent periods. We note 3 specific areas of improvement: NII (net interest income) has improved Spreads between RMBS and treasuries have widened, resulting in significant book value gains RMBS market has strong liquidity, which reduces risk Many of these benefits have been reflected in the common stock, with AGNC up 25% in the last year. SA However, the preferreds still trade at very high yields, all in the 8.5% to 9% range. I find the yield quite attractive relative to what is now even lower risk. We have consistently marked AGNC preferreds as among the lowest-risk mREIT preferreds. There are 2 factors that have made these preferreds particularly reliable: Large common market cap AGNC deals in agency-backed RMBS, which makes their assets have stable underlying value even if the market price of RMBS fluctuates a bit with spreads. We shall begin by examining AGNC’s fundamentals and then discuss which preferreds look particularly opportunistic at current pricing. NII improvement Net interest income has improved substantially in recent years. S&P Global Market Intelligence The formerly inverted yield curve was challenging for agency mREITs to deal with, as there was minimal spread in borrowing at short duration to buy fairly long duration RMBS. In the last 12 months, the yield curve has steepened considerably with the long end essentially unchanged while the short end dropped. S&P Global Market Intelligence With a steeper curve, AGNC can generate more positive carry. Spread tightening Agency-backed RMBS are low-risk instruments due to being supported by government agencies, making the principal somewhat guaranteed. That said, there are still 2 aspects which make them slightly riskier than treasuries: Prepayment risk, making duration unknown yet estimable Trading volatility. While treasuries move with interest rates, they do so in mathematical fashion. RMBS moves in a si...

Earnings Call Insights: Dynex Capital, Inc. (DX) Q1 2026 Management View "We managed the portfolio through a short burst of volatility, which we used to opportunistically raise and deploy capital. We grew the total capital base by 18%, deploying the funds during the quarter as MBS spreads widened. Since quarter end, MBS spreads have tightened and book value is higher." (Co-CEO, President & Director Smriti L. Popenoe) "I'd like to begin by welcoming [ Kaitlyn Mauritz ], who joined Dynex today to lead Capital Markets and Investor Relations." (Chief Financial Officer Michael Sartori) "Book value ended the quarter at $12.60 per share, and economic return was negative 2.5% for the quarter, consisting of $0.51 per share of common dividends and an $0.85 per share decrease in book value." (Chief Financial Officer Sartori) "We ended the quarter with leverage at 8.6x versus total equity" and "our liquidity position remained very strong with $1.3 billion in cash and unencumbered securities at the end of the quarter, representing over 46% of total equity." (Chief Financial Officer Sartori) "We have seen Agency MBS spreads to 7-year interest rate swaps begin to trend tighter again" and "we believe spreads can trade towards 120 again with scope for long-term equilibrium spreads closer to 100 basis points." (Chief Investment Officer Terrence Connelly) Outlook "As geopolitical events evolve and policymakers refocus on domestic issues like housing, we believe spreads can trade towards 120 again with scope for long-term equilibrium spreads closer to 100 basis points." (Chief Investment Officer Connelly) "Last quarter, I noted that we expected net supply to be $200 billion this year. So far in 2026, it appears supply could come in even lower." (Chief Investment Officer Connelly) "Proposed changes tied to the Basel III endgame could lower the capital cost banks face to hold mortgages" and "financing costs are declining amid the light regulatory regime." (Chief Investment Officer Connel...

(RTTNews) - Samsung SDI (006400.KS) Monday said it has signed a multi-year agreement with Mercedes-Benz to supply batteries for next-generation electric vehicles, marking its first EV battery supply deal with the automaker.

Anatoli Weingart/iStock via Getty Images Almost every economic forecast you see these days has, in some way, a question about the future picture. And the one specific area that is connected with the question is... inflation. It seems as if almost everyone... including myself... sees inflation as becoming more of an issue as we go forward. Here is the picture of the past... as we see it now. GDP Implicit price deflator (Federal Reserve) I go back to when Federal Reserve Chairman Ben Bernanke introduced his "new" approach to making economic policy... in the middle of 2009. The "new" approach, I have interpreted as a "supply side" approach, and it looks as if the "supply side" approach did a pretty good job at keeping the inflation rate down to or below the Fed's target level of inflation for the U.S. economy, an inflation rate of 2.0 percent or below. In 2020, the United States was hit with the COVID-19 pandemic, and the economy, for a time, went into a recession. The recession lasted two months... the March-April period of 2020... and then quickly rebounded. The major reason for the rebound was the "quick" and "massive" way that Federal Reserve Chairman Jerome Powell and the Federal Reserve responded to the pandemic. The Federal Reserve pumped billions and billions of dollars into the economy in an effort to maintain the growth of the economy and not let the economic collapse get "out-of-hand." Mr. Powell and the Fed were successful, and the economic growth resumed. However, the economy faced a future with lots and lots and lots of money in the vaults of the commercial banks. The concern going forward was inflation. We do see here that the inflation rate moved up in excess of 7.0 percent before dropping off again. However, as can be seen from the chart, the inflation rate did not drop back to the level it was before the pandemic struck. And now, it looks as if the inflation rate is moving upwards... and the prognostications of the forecasting community point to the f...

美联储主席提名人凯文・沃什周一表示，中央银行应在很大程度上独立于政治影响，但同时也应专注于其核心目标。 在周二将向参议院银行委员会发表的讲话中，沃什还表达了对抗通胀的坚定决心，全文仅提及一次劳动力市场。 “简而言之，美联储的独立性很大程度上取决于美联储自身。” 这位前美联储理事表示。 “美联储必须坚守职责边界。当它越界涉足既无授权又无专业能力的财政与社会政策领域时，其独立性便面临最大风险。” 他补充道。 唐纳德・特朗普总统于 1 月底宣布，提名沃什接替现任主席杰罗姆・鲍威尔。 自提名程序启动以来，外界一直质疑沃什或其他特朗普提名的人选，能否抵御来自特朗普及白宫其他官员反复施压降息的压力。 尽管沃什谈及了政治独立的重要性，但他也提出了若干限定条件。 “我认为，当选官员 —— 总统、参议员或众议员 —— 发表对利率的看法时，货币政策的操作独立性并未受到特别威胁。” 他说。 此外，他表示，美联储在其他一些职责上，并不像制定利率及其他货币政策时那样享有同等独立性。他特别提到了 “对公共资金的管理”，这与美联储正在进行的数十亿美元总部翻新工程调查相关。 尽管鲍威尔的任期将于 5 月届满，但提名程序因华盛顿特区联邦检察官办公室对该翻新项目启动的调查而复杂化。北卡罗来纳州共和党参议员汤姆・蒂利斯誓言，在调查结束前将阻止沃什的提名走出委员会；而鲍威尔本人也承诺，在问题解决前将继续担任主席职务。 沃什的讲话还包含了他近年来一贯的批评，即美联储多次越界，涉足气候变化与社会不平等领域。 “美联储必须坚守职责边界。” 他重申，“当它越界涉足既无授权又无专业能力的财政与社会政策领域时，其独立性便面临最大风险。” 责任编辑：郭明煜

JHVEPhoto/iStock Editorial via Getty Images Peoples Bancorp ( PEBO ) is expected to announce a dividend increase this April, extending its 10-year streak of consecutive dividend growth. Based on historical trends, analysts expect a consensus annual dividend of ~$1.67 per share, implying a quarterly dividend of ~$0.4175. This would reflect an increase of ~1.8% from the current ~$0.41 per share distribution. The company last declared a dividend of ~$0.41 per share in January 2026, translating into an annual yield of 4.85%. Earlier, in April last year, it raised the dividend by ~2.5%, from ~$0.40 to ~$0.41. This financial holding company has delivered a 5-year dividend growth rate of approximately ~3.51% and currently maintains a payout ratio of ~54.85%. In terms of dividend quality metrics, the company holds ratings of D+ for dividend safety, C- for growth, B+ for yield, and A- for consistency. Peoples Bancorp ( PEBO ) is scheduled to report its Q1 2026 earnings on April 21, 2026, before the market opens. More on Peoples Bancorp Peoples Bancorp Inc. 2025 Q4 - Results - Earnings Call Presentation Peoples Bancorp Inc. (PEBO) Q4 2025 Earnings Call Transcript Peoples Bancorp: Still An Income Buy Peoples Bancorp anticipates 3–5% loan growth and NIM of 4–4.2% for 2026 while managing asset threshold Seeking Alpha’s Quant Rating on Peoples Bancorp