A US 15-point plan and an Iranian 10-point variant are oceans apart, writes the BBC's diplomatic correspondent.

Dynatrace ( DT ) on Wednesday said it would acquire Bindplane, a company whose open-standards-based telemetry pipeline helps organizations capture and manage data at scale. Financial terms of the deal were not disclosed. Bindplane's technology optimizes and governs telemetry at the edge to improve data quality, reduce ingest costs, and enhance compliance through the removal, masking, and encryption of sensitive data. Bindplane also provides a natural transition path from legacy monitoring tools to modern, cloud‑native observability. The transaction is expected to close later this month and is not expected to have a material impact on Dynatrace’s FY’27 financial results. Source: Press Release More on Dynatrace Dynatrace, Inc. (DT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Dynatrace: Growth Should Start To Accelerate Dynatrace Is Still Growing Quickly Despite A Conservative Valuation Dynatrace targets $2B ARR in fiscal 2026 as AI-powered observability momentum accelerates Dynatrace beats top-line and bottom-line estimates; initiates Q4 and updates FY26 outlook

Costco Wholesale Corporation ( COST ) on Wednesday reported net sales of $28.41B for the retail month of March, implying an increase of 11.3% from $25.51B last year. The company said comparable sales for the retail month of March, the five weeks ended April 5, 2026, were up 9.4%, including an 8.7% increase in the U.S., a 10.7% rise in Canada, and an 11.9% gain for other international markets. E-commerce comparable sales shot up 23.3% for the month. After stripping out the impact of foreign exchange and gas prices, comparable sales were up 6.2% during the month, including an increase of 6.2% in the U.S. The firm said net sales for the first 31 weeks were $173.26B, an increase of 9.1% from $158.87B last year. Costco currently operates 928 warehouses, including 637 in the United States and Puerto Rico , 115 in Canada , 42 in Mexico , 37 in Japan , 29 in the United Kingdom , 20 in Korea , 15 in Australia , 14 in Taiwan , seven in China , five in Spain , three in France , two in Sweden , and one each in Iceland , and New Zealand . Costco also operates e-commerce sites in the U.S. , Canada , the U.K. , Mexico , Korea , Taiwan , Japan and Australia . Shares of Costco ( COST ) declined 0.52% in postmarket trading to $1,024.92, while shares are up more than 18% on a year-to-date basis. Source: Press release More on Costco Costco: Not Attractive For New Investors Costco Stock Deep Dive: Vibecession Winner Or Overpriced Recession Insurance Costco: A Likely Outperformer Based On The Business Model, Despite Disruptions Sam's Club raises its annual membership fees - matches BJ's, still lower than Costco Costco creates some buzz in the energy drink market

My Photo Buddy The Oregon Court of Appeals ruled Wednesday in favor of Berkshire Hathaway's ( BRK.B ) ( BRK.A ) PacifiCorp utility over a series of Oregon wildfires in ‌2020, saying a trial judge erred in letting litigation against the company proceed as a class action that has exposed it to billions of dollars in potential losses, Reuters reported. A three-judge panel returned the case to the Multnomah County Circuit Court after saying the trial judge in a 2023 jury verdict made an error with an instruction to the jury that was "prejudicial to PacifiCorp." Jurors found the company grossly negligent for igniting the 2020 fires that destroyed thousands of properties after failing to shut off electricity in its service areas ahead of dangerously dry and windy weather. A lawyer for the plaintiffs called the decision a "procedural setback" that did not address the merits of his clients' negligence claims; PacifiCorp said it is "sensitive to the profound losses" suffered ​by fire victims, and remained ⁠open to resolving reasonable claims. "There are no winners in wildfire, however the court's decision supports our longstanding belief that this process was prejudicial and not appropriate for managing wildfire litigation," the company said. The decision could reduce PacifiCorp's liability from wildfires; Berkshire ( BRK.B ) ( BRK.A ) has estimated the cost could reach tens of billions of dollars, including $1.1B awarded in a series of trials that have already been completed. More on Berkshire Hathaway AGI Bust, AI Boom: Why AI's Winners And Losers Aren't Who You Think Berkshire Hathaway: Why I Set A $450 Limit Buy Order Berkshire Hathaway: Reading Into The New CEO's First Steps

格隆汇4月9日｜据美国政府官员透露，特朗普政府正在考虑一项计划，旨在惩罚一些他认为在伊朗战争期间对美国和以色列不予支持的北约成员国。提议包括把美军撤出不提供支援的北约成员国，并部署到更支持美国军事行动的国家。这项提议远远没有特朗普近期威胁要让美国彻底退出北约那么严重，没有国会的批准，特朗普无权退出。该计划近几周来在政府高级官员中流传并获得支持，目前尚处于初步构想阶段，是白宫正在讨论的几项惩罚北约的方案之一。白宫此前表示，特朗普认为北约未通过“考验”，将与吕特讨论“退群”。据两位政府官员透露，除了重新部署部队外，该计划还可能包括关闭至少一个欧洲国家的美军基地，可能是西班牙或德国。波兰、罗马尼亚、立陶宛和希腊等国则可能受益，因为它们被视为支持者。该计划可能导致更多美军部署在更靠近俄罗斯边境的地方，很可能激怒莫斯科。

Chevron, Enbridge, and Vistra will profit from the soaring demand for oil and energy.

Key PointsChevron’s upstream profits will soar as oil prices rise.

Microsoft announces quarterly earnings release date Microsoft Source

New Meta model targets social media, health, and shopping use cases

Terreno Realty ( TRNO ) said its occupancy at the end of the first quarter rose to 96.3% from 96.1% at the prior quarter-end, but fell from the year-ago level of 96.6%. The quarter-end same-store occupancy stood at 97.6%, the same level as at the end of Q4 2025 but higher than 96.4% for the prior-year period. For the first quarter of 2026, the company sees a 22.4% increase in cash rents on new and renewed leases and a tenant retention ratio of 72.6%. During the quarter ended March 31, Terreno Realty acquired two industrial properties for ~$101.8M. The company sold two properties for about $55.1M. The company issued 2,081,288 shares with a weighted average offering price of $64.85 under its at-the-market equity offering program for gross proceeds of $135.0M. On January 7, TRNO obtained a new $200M five-year unsecured term loan. The interest rate generally will be SOFR plus 1.15% to 1.65%, depending on leverage. As of March 31, there were no borrowings outstanding under the $600M revolving credit facility. More on Terreno Realty Seeking Alpha’s Quant Rating on Terreno Realty Historical earnings data for Terreno Realty Dividend scorecard for Terreno Realty Financial information for Terreno Realty

Consensus 2026 free cash flow shifted from $38.8 billion to negative $5.1 billion, even as valuation multiples expanded and deliveries missed forecasts.

Custom chips give Google more compute power to deploy, an analyst notes.

Boeing ( BA ) on Tuesday said it delivered the ViaSat-3 Flight 3 satellite to Viasat, marking a key step in a program aimed at expanding high-capacity communications coverage to the Asia-Pacific region. Artist rendering of ViaSat-3 in orbit (Boeing) The spacecraft, built at Boeing’s El Segundo facility in California, will now undergo pre-launch processing at Cape Canaveral Space Force Station in Florida. A launch aboard a SpaceX ( SPACE ) Falcon Heavy rocket is planned, with Boeing and Viasat supporting final preparations. Program milestone completes Boeing’s production work The delivery represents the completion of Boeing’s role in manufacturing and integrating the third satellite in the ViaSat-3 constellation. Executives from both companies described the handoff as a significant point in the program. Boeing’s ( BA ) satellite systems leadership indicated the spacecraft reflects the maturity of its 702 platform and the ongoing collaboration with Viasat. Viasat’s space systems leadership said the satellite is expected to play an important role in providing secure and adaptable connectivity across the region. Satellite designed for high-demand bandwidth market s ViaSat-3 F3 is intended to support commercial mobility, government and defense users in high-density markets across Asia-Pacific. The satellite is part of a broader constellation designed to deliver global coverage with flexible bandwidth allocation. The first satellite in the series is already supporting in-flight connectivity services, while the second is progressing toward service over the Americas. The third satellite will extend coverage into Asia-Pacific once operational. Boeing platform adapted for larger, high-power payloads The spacecraft is based on Boeing’s 702MP+ platform, an evolution of its 702 satellite family. The design allows for larger payloads and higher power output, supported by expanded solar arrays, increased battery capacity and upgraded electronics. The satellite also uses all-electr...

Universal Logistics ( ULH ) appointed Michael Rogers as chief financial officer and treasurer effective June 1, 2026. Rogers currently serves as CFO of Conlan Tire Co. and affiliates and previously spent ~30 years at Ford Motor Company in senior finance roles. He will succeed Jude M. Beres, who is resigning effective May 29, 2026. Beres will remain through late May to support a smooth leadership transition. More on Universal Logistics Universal Logistics: The AI Valuation Paradox Investors Believe Could Trigger A Freight Crisis Universal Logistics Holdings Is The Riskiest But Also Most Levered Name In The Trucking Cycle Seeking Alpha’s Quant Rating on Universal Logistics Historical earnings data for Universal Logistics Dividend scorecard for Universal Logistics

格隆汇4月9日｜美国白宫国家经济委员会主任哈塞特：在CPI报告中，油价飙升可能只是一次性事件。

美国白宫经济顾问哈塞特表示，油价飙升可能只是美国CPI报告中的一次性事件。（财联社）

Caterpillar ( NYSE: CAT ) on Wednesday said it has appointed Kyle Epley as chief financial officer, effective May 1, succeeding Andrew Bonfield, who plans to retire on October 1. Bonfield, who has served as CFO for eight years, will transition to an advisory role until his retirement, the company said. Epley, a nearly three-decade veteran of Caterpillar, currently serves as senior vice president of Global Finance Services and has held several senior finance roles, including division CFO and corporate controller. Caterpillar said the transition follows a period of strong financial performance, including record full-year sales and revenues and a quarterly sales record of $19.1 billion in the fourth quarter of 2025. CAT -0.14% after hours to $770.48. Source: Press Release More on Caterpillar Caterpillar: AI-Driven Power Demand And Strong Backlog Support Continued Upside Caterpillar: The Hidden AI Infrastructure Play Wall Street Is Finally Pricing In And It's Not Too Late Caterpillar: Data Center Tailwinds Are Real, But Valuation Assumes Unrealistic Growth Atlas Energy signs framework agreement with CAT for power generation assets through 2029 Burry sparks AI spending debate, defends record as critics question timing

$NVDA - BULL FLAG SET UP Bitget

格隆汇4月9日｜美国副总统万斯：伊朗议会议长卡利巴夫谈到据称发生在伊朗的袭击，并称这是对停火协议的违反。停火协议总是充满变数。总统宣布停火一小时后，伊朗就发射了一系列导弹。随后以色列做出回应，一些海湾阿拉伯国家也进行了反击。这就是停火协议的本质。任何停火协议都难免出现一些波折。

AMD (NASDAQ: AMD) just landed a new major partnership at the same time Cathie Wood was selling shares, and that contrast is exactly what makes the stock so interesting right now. The only question is whether the business momentum still points higher.

Key PointsStanley Black & Decker is focusing on its core strengths as it works to clean up its balance sheet.

Why China Might Have Pressed Iran To Compromise With The US Authored by Andrew Korybko, The sequence that Trump threatened if no deal was reached before the expiry of his deadline would have cut China off from half of the oil that it imported by sea last year and likely set Afro-Eurasia aflame in resource wars for the indefinite future that would have derailed China’s superpower rise. Three unnamed Iranian officials reportedly told the New York Times (NYT) that China pressed their country to compromise with the US by agreeing to a two-week ceasefire and resuming talks . When asked about whether China played such a role, Trump responded that, “I hear yes. Yes they were.” This was followed by Chinese Foreign Ministry spokeswoman Mao Ning revealing that “China made its own efforts in this regard.” Although she didn’t directly confirm the report, she didn’t outright deny it either. Interestingly, Drop Site founder Ryan Grim noticed that the edit history of Pakistani Prime Minister Shehbaz Sharif’s tweet imploring Trump to extend his deadline for destroying Iran’s civilization if a deal isn’t reached saw him originally post “*Draft - Pakistan’s PM Message on X*”. Grim wrote that “Sharif’s own staff don’t call him ‘Pakistan’s PM,’ they would just call him prime minister. The U.S. and Israel, of course, would call him ‘Pakistan’s PM.’” Trump cited his talks with Sharif when extending his deadline. In light of the NYT’s report, Trump’s positive affirmation thereof, and Mao’s related innuendo, an alternative hypothesis is that it wasn’t the US or Israel that drafted Sharif’s tweet, but China. Regardless of whoever did, it’s reasonable that China might have indeed pressed Iran to compromise with the US, not least because it would have tremendously suffered had Trump carried through on his threat. As a reminder, he threatened to destroy Iran’s power plants, bridges, and possibly even oil infrastructure too. In response, Iran threatened to destroy the Gulf’s, and the sequence t...

白宫顾问哈塞特：石油价格飙涨可能会对美国CPI通胀报告造成一次性的影响。

​Corning Incorporated (NYSE:GLW) is one of the Unstoppable Technology Stocks to Buy Now. On March 19, UBS reiterated a Buy rating on Corning Incorporated (NYSE:GLW) with a price target of $171. ​UBS maintained its bullish sentiment on the stock after attending the Optical Fiber Communications conference, where the firm met with fiber producers, sellers, and […]

以色列发动了自入侵黎巴嫩以来最大规模的袭击。尽管美国宣布中东更大范围冲突停火，但以色列仍升级了针对伊朗支持的真主党的行动。 以色列军方周三表示，其在10分钟内打击了超过100个真主党指挥中心和军事地点。其中包括贝鲁特市中心部分地区。在事先没有预警的情况下，黎巴嫩首都贝鲁特多个人口密集的住宅区和商业区传出遭袭消息。 这波升级使美国与伊朗之间刚刚出现的停火面临危险。此前，德黑兰在表示将允许船只通行仅数小时后，就威胁要作出强力回应，并关闭霍尔木兹海峡。 据半官方的塔斯尼姆通讯社报道，如果以色列继续在黎巴嫩的军事行动，伊朗可能退出由美国总统唐纳德·特朗普宣布的这项协议。 作为停火协议的一部分，伊朗已同意重新开放霍尔木兹海峡，不过需与军方协调。这条水道事实上被阻断已经造成引发全球能源供应危机的威胁。 4月8日，以色列空袭贝鲁特Corniche al-Mazraa地区，救援人员赶到现场。 以色列的行动在贝鲁特多个街区引发爆炸，社交媒体上的画面显示，浓重的尘土和黑烟笼罩着这座城市的部分地区。公寓楼和繁忙的商业区遭到袭击，迫使居民逃到街头。 黎巴嫩卫生部长Rakan Nassereddine表示，112人死亡，数百人受伤。大约100辆红十字会救护车被派出，将伤者送往医院。由于急救部门难以应对大量伤员涌入，贝鲁特美国大学医学中心紧急呼吁所有血型的捐血者献血。 此次猛烈袭击发生前，特朗普表示，华盛顿和伊朗已同意停火两周，但尚不清楚以色列在黎巴嫩的行动是否属于协议内容。作为关键调解人的巴基斯坦总理夏巴兹·谢里夫表示停火协议涵盖黎巴嫩，但以色列总理内塔尼亚胡并不认同。 以色列军方誓言将“坚定地”继续针对真主党的行动。在该武装组织向以色列北部边境发射火箭弹后，以色列于2月28日美以对伊朗战争爆发后不久开始这场行动。 2024年，双方曾爆发持续约两个月的全面冲突，随后在当年11月份达成一项暂时停火协议。 根据黎巴嫩卫生部的数据，在周三袭击发生前，以色列在黎巴嫩的空袭已造成1530多人死亡。以色列军方表示，数以百计真主党武装人员也已被打死。 随着以色列试图建立一个延伸到利塔尼河一线的安全缓冲区——该河距离以色列边境约30公里，这场战斗已导致黎巴嫩全国超过100万人流离失所，接近全国人口的五分之一。 责任编辑：丁文武

Seeking Alpha More on Applied Digital Looking Ahead To Applied Digital's Q3 Earnings: Is The $2.4B Power Build Worth It? Applied Digital: The Bull Case Requires Near Perfection (Rating Downgrade) Applied Digital: Gigawatt Ambitions Clouded By Related-Party Transactions Applied Digital Q3 2026 Earnings Preview Quant snapshot: Delta Air Lines leads top-rated names as Byrna Technologies, Simulations Plus lag

2026江苏省城市足球联赛，也就是“苏超”即将于4月11日打响揭幕战，4月8日20时起，首个比赛日的球票中签结果正式开放查询。本次“苏超”首轮比赛共四场对决，分别是常州对阵南通、扬州对阵苏州、无锡对阵镇江、连云港对阵盐城。购票延续“预约+摇号”模式。记者从组委会了解到，本轮赛事预约热度火爆，仅扬州主场的预约报名人数就达到10万人。(央视新闻)

AMD to Report Fiscal First Quarter 2026 Financial Results The Manila Times

Stephen Brashear/Getty Images News Microsoft ( MSFT ) AI CEO Mustafa Suleyman indicated artificial intelligence models and agents still require more work to fully understand user voice commands, according to Semafor. Although more and more AI users are controlling their agents with voice commands, Suleyman said much more training is needed for the technology to truly understand human intent through natural conversation, according to the report . Suleyman made the comments while discussing MAI-Transcribe-1 , Microsoft's new voice transcription model, which was released last week. Data is lost when spoken words are converted into text that the model or agent can understand. "This is why we focused on voice transcription as one of the first steps in our generative artificial intelligence journey," Suleyman said. He also said Microsoft renegotiating its contract with OpenAI late last year opened the door for the tech giant to begin building its own frontier AI models with a goal of superintelligence. "My motivation with starting here is we want to deliver absolute state of the art," Suleyman said. "We are a frontier lab building our own AI self-sufficiency mission, pursuing full superintelligence. This is kind of the first waypoint along that journey, which we kicked off in earnest last autumn. We founded the team in September or October, and that was really after we were able to renegotiate the contract with OpenAI ( OPENAI ), and we could start building our own superintelligence initiatives." More on Microsoft and OpenAI Microsoft: Buy The AI Empire Option Activity In Microsoft Points To Higher Prices (Technical Analysis) Microsoft: The Market Is Forcing Me To Buy This Bargain (Rating Upgrade) SA analyst upgrades/downgrades: TSLA, NVO, MSFT, AEO OpenAI creates Child Safety Blueprint as lawsuits mount against tech giants

BigBear.ai stock is now down more than 35% year to date.