It seems like bear market cycles last just a few weeks these days. While the 2026 Iran conflict drawdown was not an official bear market, plenty of stocks slipped 20% or more in just a few short weeks, while oil prices doubled from $60 per barrel to $120. Today? The stock market is back trading close to all-time highs, with the S&P 500 (SNPINDEX: ^GSPC) index rocketing above $7,000. Here's why the panic turned back into euphoria, why the bull market is continuing despite ongoing conflict and blockade in the Persian Gulf, and where the market and investors might go from here. Image source: Getty Images. Continue reading

Tomas Ragina/iStock via Getty Images Hengli Petrochemical, one of China’s largest independent refiners, denied any business dealings with Iran after the United States imposed sanctions on one of its subsidiaries for allegedly purchasing Iranian crude. The development matters to investors because sanctions can disrupt crude sourcing, raise financing and shipping risks, and create uncertainty for one of China’s major private refining groups. Any effect on operations or supply chains could also ripple through regional fuel markets. In a stock exchange filing Sunday, Hengli said it “has never engaged in any trade with ⁠Iran,” adding that all of its crude suppliers had assured the company that oil origins did not violate U.S. sanctions rules. The company also said it holds enough crude inventories to support processing needs for more than three months and that procurement operations have not been affected. Hengli said the U.S. sanctions against Hengli Petrochemical (Dalian) Refinery lacked factual and legal basis, and pledged to seek removal of the restrictions. More on Crude Oil Futures, Brent Futures How The Iran War Could Trigger A Global Recession Hitting The U.S. Crude Oil Trades Above $95 Ahead Of Weekend Risk - WTI Technical Analysis U.S. Consumer Sentiment Under Pressure From War And Rising Oil Prices Trump calls off Witkoff, Kushner trip to Pakistan Strait of Hormuz likely will not fully reopen for months, Baker Hughes executive says

The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by CNN Legal Analyst and “Five Bullets: The Story of Bernie Goetz” Author Elliot Williams, Taylor Law Enforcement Consulting Group Roy Taylor, Representative Michael McCaul, JRepresentative Don Beyer, Former Biden Senior Advisor John McCarthy and Rising Communications Founder Leslie Shedd. (Source: Bloomberg)

Although retirement accounts like 401(k)s and traditional IRAs allow you to deduct your contributions from your taxable income, you don't get to avoid taxes altogether. You're responsible for paying them on the back end when you make withdrawals in retirement. To prevent people from not making withdrawals and avoiding paying taxes, the IRS put in place required minimum distributions (RMDs) . For people born between 1951 and 1959, RMDs kick in the year you turn 73. The RMD for people born in 1960 or later has increased to 75. That initial year, you'll have until April 1 of the following year to take your RMDs. If someone is turning 73 this year, they'll have until April 1, 2027, to take their RMDs. In every other year, you'll need to take your RMDs by Dec. 31 (even if you delay your first RMD until April). Continue reading

格隆汇4月27日｜据伊朗伊斯兰共和国通讯社(IRNA)，伊朗外交部长阿拉格齐在伊斯兰堡举行磋商后，已离开巴基斯坦前往莫斯科。

Social Security benefits get a bump nearly every year. The upcoming one could be a doozy.

Key PointsThe cost-of-living adjustment for Social Security last year was 2.8%.

NVIDIA (NasdaqGS:NVDA) is rolling out OpenAI's Codex AI coding agent, powered by GPT-5.5, across its global workforce. More than 10,000 employees are already using the agent across engineering, product, sales, marketing, finance, and operations. The deployment runs on NVIDIA's GB200 NVL72 computers with public backing from Jensen Huang and Sam Altman. The initiative positions NVIDIA as a large scale internal adopter of AI agents, potentially serving as a reference case for enterprise...

Getty Images The following segment was excerpted from the NZS Capital Q1 2026 Shareholder Letter. Software – Are you as sick of the “baby with the bathwater” idiom as we are? It was recently suggested to us, and Gemini confirmed (of course), that it is highly unlikely a baby has ever been accidentally thrown out with the bathwater. We formally propose a more realistic phrase: “pulling out flowers with the weeds” and welcome any other suggestions. Regardless of our linguistic quibble, we do believe it is most likely that the blanket sell-off across software due to the AI disruption narrative is creating some wild mispricing of certain software companies that we believe will ultimately be able to adapt to AI. At the highest level, we break the risks into two buckets: 1) AI displacement of the incumbents via AI-native startups or internal vibe coding, and 2) seat risk, or the risk of layoffs due to AI efficiencies negatively impacting the revenues of SaaS, which is often sold by the seat. For the risk of displacement due to AI, we ultimately focus on the NZS, or non-zero sumness, of the software businesses in which we are investing. This is simply because companies that are creating more value than they take are going to be much harder to disrupt. In some cases, AI has turned once high-NZS software products into zero-sum propositions; e.g., if their value lies largely in the code, then that value has been commoditized and the NZS impaired. We sold monday.com ( MNDY ) last November because we believe that much of the value of a project management tool lies in the code. Sources of value that go beyond the code include systems of record (SOR) for business-critical information, trust, scaled network effects, niche workflow context, tight hardware-and-software integration, institutional familiarity, incumbency, etc. We compare that value to the price of the software, which generally represents ~0-2% of customer revenues for the software companies we invest in (low tariff ex...

Kenyan first man to run sub-two-hour marathon ‘I have shown that nothing is not possible’ Sabastian Sawe’s astonishing world marathon record of one hour 59 minutes and 30 seconds at Sunday’s ­London Marathon was fuelled by running 150 miles a week, wearing the ­lightest super shoes in history and a pre-race breakfast of bread and honey, the Kenyan and his team have revealed. With an estimated 800,000 watching in the capital, the 31-year-old became the first man to run a sub-two-hour marathon in an official race as he powered home in the second half of the race to shatter the world record. Continue reading...

Welcome back to TechCrunch Mobility — your central hub for news and insights on the future of transportation.

Abdullah Durmaz Rising gold prices ( XAUUSD:CUR ) have fueled investor enthusiasm as buyers seek protection from inflation, geopolitical conflict and fears about the long-term outlook for the U.S. dollar. But a New York Times investigation suggests some gold flowing into the U.S. market may have origins tied to illicit mining and criminal networks. The issue matters to investors because gold is widely viewed as a safe-haven asset and hedge against currency debasement, government debt and market stress. If supply-chain integrity comes into question, it could create reputational, regulatory and pricing risks for institutions tied to the bullion trade, while also challenging assumptions about gold’s role as a “clean” store of value. Reporter Justin Sheck in a first-person account Sunday said he began examining the gold market after prices surged above $2,000 an ounce in late 2023, driven by demand from wealthy investors and governments seeking stability during periods of war, financial stress and economic uncertainty. His reporting found that while the U.S. Mint says it uses domestic gold for investor-grade coins, some suppliers were importing large quantities of foreign gold, melting it together with U.S.-sourced metal and then selling bars to the Mint. According to the report, Mint suppliers had sourced metal originating in places including the Democratic Republic of Congo, Mexican pawn shops and South America. A 2024 federal watchdog report said the Mint stopped asking suppliers about gold origins more than two decades ago. To trace one supply route, Sheck traveled to Colombia, where he reported from Caucasia, a mining center influenced by the Clan del Golfo, a U.S.-designated terrorist group. Miners and traders told him illegal gold was sold through intermediaries and eventually exported to Texas. After questions were raised, suppliers said they stopped accepting the Colombian gold. The Treasury Department said it found no systemic problem but has launched a review...

This direct-to-consumer eyewear company, known for its omnichannel model, reported a notable insider sale amid strong 1-year price gains. Neil Harris Blumenthal, Co-Chief Executive Officer of Warby Parker (NYSE:WRBY) , reported the sale of 100,000 shares of Class A Common Stock in multiple open-market transactions between April 16, 2026 and April 20, 2026, according to a SEC Form 4 filing . Shares sold reflect Class B Common Stock converted to Class A on a one-to-one basis on the same day as each sale; Blumenthal's pre-existing direct Class A position of 50,165 shares was unchanged by these transactions. Continue reading

Top Analyst Sets the Stage for Amazon Stock (AMZN) Ahead of Earnings TipRanks

Avis stock surges again, bringing monthly gains north of 600% as short squeeze risk remains high Yahoo 財經

Tesla stock wavers after earnings call despite strong sales and 'tailwinds' Yahoo 財經

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The Italian government decided to extradite a Chinese man wanted by the US on hacking charges, people familiar with the matter said on Sunday. Premier Giorgia Meloni ’s government made the decision after an Italian court ruled this month that Xu Zewei could be extradited, the people said, speaking on condition of anonymity. The US Department of Justice had sought Xu on suspicion of stealing Covid-19 research and hacking charges, alleging he was directed to conduct the operations at the behest of the Chinese government. He was arrested in Italy in 2025 at Washington’s request. The Italian ministry of justice declined to comment. The US embassy in Rome referred questions to the DOJ, which didn’t immediately respond to a request for comment on Sunday. Xu’s lawyer in Milan said he hasn’t received a formal government decree on Xu’s extradition request, adding that — as far as he was aware — his client was still in remand in nearby Pavia prison as of Friday. Xu has maintained he is innocent, according to Italian media reports. Extraditing him may help ease tensions between the US and Italy. Meloni and President Donald Trump have traded barbs over the Italian premier’s increasing distance from the Iran war and her defense of Pope Leo XIV, whom Trump has described as “weak on crime.” Since coming to power in late 2022, Meloni has engaged in a complex balancing act between Beijing and Washington that has touched upon public procurement and key Italian companies , among other issues. Meloni Hasn’t Spoken to Trump, But Says US Ties Are ‘Solid’ China Slams US ‘Long Arm’ in Arrest of Alleged Hacker in Italy U.S., U.K., Allies Tie Chinese Government to Microsoft Hack

syahrir maulana/iStock via Getty Images Dear Investors and Friends, The NZS Growth Equity strategy (“strategy” or “portfolio”) had a gross return of -8.75% and net return of -8.91% for the first quarter as compared to -3.30% for the Morningstar Global Target Market Exposure Index (the “Index”) over the same period. PERIODIC RETURNS (%)* QTD 1Y (ANN) 3Y (ANN) 5Y (ANN) SI (ANN) NZS GROWTH EQUITY (GROSS) -8.75% 12.24% 15.27% 6.45% 14.95% NZS GROWTH EQUITY (net) -8.91% 11.46% 14.47% 5.71% 14.16% INDEX -3.30% 19.81% 16.46% 9.43% 10.86% DIFFERENCE (% NET) -5.61% -8.35% -1.99% -3.72% 3.30% Click to enlarge CALENDAR YEAR RETURNS (%)* YTD 2026 2025 2024 2023 2022 2021 2020 NZS GROWTH EQUITY (GROSS) -8.75% 18.76% 21.24% 35.29% -32.99% 22.64% 63.51% NZS GROWTH EQUITY (net) -8.91% 17.94% 20.47% 34.44% -33.44% 21.86% 62.49% INDEX -3.30% 22.23% 17.20% 22.13% -18.04% 18.57% 15.83% DIFFERENCE (% NET) -5.61% -4.29% 3.27% 12.30% -15.40% 3.29% 46.66% Click to enlarge *Since inception: January 1, 2020; returns as of March 31, 2026. Performance Overview Equity markets declined in the first quarter of 2026, with particular weakness in growth stocks as the market grappled with increased uncertainty and upward bias to inflation and interest rate expectations. The portfolio underperformed the index due to this slump in growth equities and our software overweight. The resilient head of the portfolio did provide ballast, declining less than the index, while the optional tail saw a sharp correction given the growthier nature of the stocks that reside there. In the quarter, only the Materials sector contributed positively to the portfolio’s absolute returns, though the semiconductor sub-sector also contributed strongly; Lam Research ( LRCX ), ASML Holding ( ASML ), and Taiwan Semiconductor ( TSM ) were each top-five contributors to absolute returns. TSMC, ASML, and Lam Research continue to benefit from strong demand for compute in AI infrastructure, with ASML and Lam also benefitting from unpre...

Before Coachella, Tomora wasn't on my radar at all. It's actually only by chance that I stumbled upon them - I opened the wrong stream because my TV was lagging like a MFer. I paused for a few moments, entranced by the two ethereal Nordic women banging on giant drums to a techno beat. I made a mental note to check them out the following weekend, because Drain was the priority (especially since the Sonora stage wasn't streaming on weekend two). It was only later that I would find out that Tomora is a collaboration between Norwegian singer-songwriter Aurora and Tom Rowlands, one-half of the Chemical Brothers. Suffice it to say, they were incr … Read the full story at The Verge.

Broadcom (NASDAQ: AVGO) may be one of the most overlooked winners in AI infrastructure. Its partnerships, revenue growth, and long-term opportunity look massive, but the real debate is whether that growth will be as profitable as investors hope. Stock prices used were the market prices of April 20, 2026. The video was published on April 23, 2026. Continue reading

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 002202 金风科技 2026一季报点评：26Q1毛利率超预期，继续看好风机盈利拐点！ 增持 维持 1.080 23.57 风电设备 null

Taiwan, S Korea climb global equity ranks on AI Taipei Times

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 601108 财通证券 2025年年报及2026年一季报点评：自营业务弹性释放，26Q1归母净利润翻倍高增 买入 维持 证券Ⅱ null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 603939 益丰药房 2025年报&2026一季报点评：净利率持续改善，看好2026重启扩张 买入 维持 1.660 14.48 医药商业 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 603233 大参林 2025年报&2026一季报点评：降本增效成果显著，非药盈利能力提升 买入 维持 1.310 13.90 医药商业 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 688382 益方生物 TYK2抑制剂具BIC潜力，在研管线&商业化双突破 买入 首次 -0.390 -56.67 化学制药 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 603156 养元饮品 2025年报及2026年一季报点评：Q1业绩超预期，26大年开局重拾增长 增持 维持 1.130 28.59 饮料乳品 null

股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 600612 老凤祥 2025年及2026Q1点评：26Q1盈利能力改善，看好黄金珠宝需求回暖 买入 维持 3.820 10.83 饰品 null

投资要点 电气设备11614上涨0.29%，表现弱于大盘。（本周，4月20日-4月24日，下同），锂电池涨1.21%，电气设备涨0.29%，核电涨0.18%，风电跌1.38%，发电设备跌1.27%，光伏跌0.34%，新能源汽车跌0.08%。 涨幅前五为杭电股份、江特电机、温州宏丰、新宏泰、应流股份；跌幅前五为百利科技、*ST天龙、捷佳伟创、ST合纵、广大特材。 行业层面：储能：辽宁省发布独立储能容量电价政策，2026年暂按370元/千瓦·年（含税）执行，执行期限1年。湖北省“十五五”规划：2030年储能装机达17GW！鼓励用户侧储能建设。国务院关于控制煤电，大力发展非化石能源和新型储能发文。青海省公开2026年统一容量补偿标准按185元/（千瓦·年）执行。德媒《明镜周刊》披露欧盟叫停对中国产逆变器项目补贴，即刻生效。电动车：北京车展1451辆展车、181款首发；乘联会预估国内4月新能源车用车零售85万辆，同比-2%/+6%，渗透率达60%；宁德时代科技日一次性发布多款前沿电池产品，明确量产规划；印尼2026年4月15日起正式实施矿产基准价新规，镍矿修正系数从17%上调至30%；国轩控股年产2万吨固态电池关键材料项目落户安徽安庆；海辰储能4亿欧元落子西班牙；3GWh国机汽车与1400亿锂电巨头惠州亿纬再签约；卫蓝海博年产4GWh固态锂离子电池项目落地山东；致德新能源全球首条一体化气相硅碳产线正式投运；龙蟠科技掌控锂矿，年贡献利润超20亿；丰田联手宁德时代，印尼造电池；国轩高科23亿元共建20GWh锂电池智造基地。市场价格及周价格变化：碳酸锂：国产99.5%电池级SMM17.30万/吨，+0.35万/吨，+2.1%；正极：钴酸锂SMM16.30万/吨，+0.00万/吨，+0.00%；工业级SMM39.50万/吨，+0.00万/吨，+0.00%；16.90万/吨，+0.35万/吨，+2.1%；磷酸铁锂-动力SMM氧化锂：国产SMM15.7万/吨，+0.17万/吨，+1.1%；电池：圆柱18650-2500mAh5.94万/吨，+0.09万/吨，+1.5%；金属锂：SMM80.00万/吨，+0.0万/吨，+0.0%；氢6.35元/支，+0.00元/支，+0.0%；方形-铁锂SMM元/平，+0.0%；前驱体：四氧化三钴SMM0.4065元/wh，+0.001元/wh，+0.4...