博云新材公告，截至2025年末，公司总资产为31.29亿元，较2024年末增长5.74%；归属于上市公司股东的净资产为21.27亿元，较2024年末增长3.69%。2025年营业收入为9.1亿元，同比增长27.77%；净利润为6185.36万元，同比增长192.00%。公司计划不派发现金红利，不送红股，不以公积金转增股本。

JHVEPhoto Amazon's ( AMZN ) CEO Andy Jassy discussed the company's chip business and returns on the company's massive $200B capital expenditure plans for 2026, and other things in his 2025 letter to shareholders. "We’re not investing approximately $200 billion in capex in 2026 on a hunch. The recent OpenAI ( OPENAI ) commitment (over $100 billion) is an example of this, but there are several other customer agreements completed (and unannounced), or deep in process. Of the AWS capex we expect to spend in 2026, much of which will be monetized in 2027-2028, we already have customer commitments for a substantial portion of it," said Jassy in the letter, which was out on Thursday. During the company's fourth-quarter earnings call in February, Jassy said that the company expects to invest about $200B in capital expenditures, or capex, across Amazon, but predominantly in Amazon Web Services, or AWS. He added that the company has very high demand and customers want AWS for core and AI workloads, and "we're monetizing capacity as fast as we can install it." Jassy said in the letter that the annual revenue run rate for the company's chips business (inclusive of Graviton, Trainium, and Nitro) is now over $20B and growing triple-digit percentages year-over-year. "To dimensionalize this versus other chips companies, that run rate is somewhat understated by our currently only monetizing our chips through EC2. If our chips business was a stand-alone business, and sold chips produced this year to AWS and other third parties (as other leading chips companies do), our annual run rate would be ~$50 billion. There’s so much demand for our chips that it’s quite possible we’ll sell racks of them to third parties in the future," Jassy noted. Jassy added that at scale, Amazon expects the Trainium AI chips will save it tens of billions of capex dollars per year and provide several hundred basis points of operating margin advantage versus relying on others' chips for inference. AI inference ...

日前，华阳新材料科技集团有限公司原党委书记、董事长翟红涉嫌受贿罪一案，由山西省监察委员会调查终结，移送检察机关审查起诉。经山西省人民检察院指定管辖，由运城市人民检察院依法向运城市中级人民法院提起公诉。案件正在进一步办理中。检察机关在审查起诉阶段，依法告知了被告人翟红享有的诉讼权利，并依法讯问了被告人，听取了辩护人的意见。运城市人民检察院起诉指控：被告人翟红利用担任山西汾西矿业（集团）有限责任公司副总经理、总经理、董事长，阳泉煤业（集团）有限责任公司董事长，华阳新材料科技集团有限公司董事长等职务上的便利，为他人谋取利益，非法收受他人财物，数额特别巨大，依法应当以受贿罪追究其刑事责任。（央视新闻）

genkur/iStock via Getty Images Note: I have covered Aehr Test Systems, Inc., or "Aehr" ( AEHR ) previously, so investors should view this as an update to my earlier articles on the company. Aehr Test Systems Overview After the close of Tuesday's regular session, aspiring semiconductor test and burn-in system supplier Aehr Test Systems reported another set of less-than-stellar quarterly results with revenues coming in below consensus expectations and persistent cash burn: Company Press Releases / Regulatory Filings While non-GAAP gross margin of 36.5% recovered from multi-year lows below 30% experienced in the preceding quarter, the replacement of high-margin silicon carbide wafer-level burn-in system sales with lower-margin package-level burn-in products continues to negatively impact profitability. Aehr burned $3.8 million in cash during the third quarter. Similar to Q2, the company used the ongoing AI hype to replenish its dwindling cash balances by selling shares at elevated prices into the open market. During the quarter, the company raised gross proceeds of $10.5 million from sales under its up to $40 million Open Market Sale Agreement with Jefferies LLC (JEF ). Subsequent to quarter-end, Aehr sold additional shares into the open market for gross proceeds of $19.5 million thus exhausting the Open Market Sale Agreement. However, weak financial results and persistent dilution were more than offset by the company's stellar bookings performance as also celebrated by management in the press release: We are very pleased with the strong momentum in our business across multiple market segments, highlighted by more than $37 million in quarterly bookings and a book-to-bill ratio exceeding 3.5x. Demand continues to accelerate across both WLBI and PLBI as semiconductor devices grow in size, complexity, and power and are increasingly deployed in mission-critical AI, networking, automotive, and industrial applications. Subsequent to quarter-end, Aehr booked an additional $12...

Denis Shevchuk/iStock via Getty Images After war erupted between the US and Iran, and even in spite of the fact that we are currently in a fragile ceasefire, you would think that most every company in the oil industry would be up significantly this year. But that's not the case. In fact, some of the firms, especially those that are tied much more heavily to natural gas than oil, were down. One good example of this can be seen by looking at Expand Energy Corporation ( EXE ), a company that I last called a 'buy' in March of 2025. From that time through today, the stock is up only 1.1%. By comparison, the S&P 500 is up 20.5%. And year to date, shares are down about 9.5%. This makes sense, however, when you consider that only about 2.6% of its revenue last year came from oil. The vast majority of sales, approximately 61.3%, comes from natural gas. Another 6% involves NGLs, with the rest of revenue coming from things like derivatives, marketing activities, and the like. Despite the fact that the business is in the red from a trading standpoint this year, I actually am optimistic. Management is forecasting attractive growth for 2026, and shares are priced at levels that make it attractive compared to other similar enterprises. Add on top of this low leverage, and I firmly believe that sticking with my 'buy' rating makes all the sense in the world right now. Drilling into Expand Energy Corporation If you are not familiar with Expand Energy Corporation, that is understandable. The company actually has not been around for all that long. You see, after Chesapeake Energy declared bankruptcy years ago, it subsequently emerged from that process in February of 2021. It then ended up merging with Southwestern Energy in a transaction that valued the latter party at $7.4 billion. Ever since then, management has been focused on growing the company. Grow the company they have. Author - SEC EDGAR Data In the chart above, you can see financial performance for the 2023 through 2025 fisca...

格隆汇4月9日｜据央视，伊朗治安部队司令艾哈迈德-礼萨·拉丹当地时间9日表示，当前在通过法律和国际途径争取伊朗人民完整权利的过程中，伊朗国内总体已恢复平静和正常秩序，但警察力量仍保持高度警惕，处于全面戒备状态。他还警告称，如再次发生任何“敌对或侵略行为”，国家安全力量将作出“坚决、迅速且具有震慑性的回应”。

Emanuel Espinoza/iStock via Getty Images Thesis In my view Corning ( NYSE: GLW ) is the most compelling proposition available in the physical AI infrastructure space today. It makes the optical fiber without which no 21st‑century data center is viable, makes Gorilla Glass , which is used in most smartphones, and is now venturing into a whole new defense market with fiber‑optic drone tethers. A robust balance sheet , huge long‑term contracts ( culminating with a potential $6 billion deal with Meta ), an end‑to‑end product cycle that should accelerate revenue growth, and a surge in operating profit margins of four percentage points in just two years turn this 175‑year‑old blue‑chip industrial company into anything but sleepy. At the same time, I can be honest: the valuation is rich, the customer base relatively narrow, and the company has high ambition and execution risk. Nevertheless, the structural tailwinds are just too compelling not to merit a spot in a diversified portfolio. Company Overview Corning is, in other ways, not a traditional tech company. Instead, it is a materials science company that has been creating products people have had trouble replicating for over 170 years. Starting in the 19th century, the company was even supplying NASA with windows for the earliest craft. Today, the company has divided itself into six segments : Optical Communications (the most lucrative, roughly $1.7 billion total quarterly revenue), Display Technologies, Specialty Materials (comprising Gorilla Glass), Automotive, Life Sciences, and Hemlock and Emerging Growth. The diversity is a real mark of quality because it is impossible for a single segment to crumple the entire business. Corning has been one of the S&P 500‘s leaders for 31 years in a row, with total revenue of $15.6 billion in fiscal 2025. What I find most motivating is that Corning doesn’t sell luxuries, but necessities. When capital expenditure on AI ramps up, data centers have to find fiber. When people get sick...

当地时间9日，伊朗治安部队司令艾哈迈德-礼萨·拉丹表示，当前在通过法律和国际途径争取伊朗人民完整权利的过程中，伊朗国内总体已恢复平静和正常秩序，但警察力量仍保持高度警惕，处于全面戒备状态。他还警告称，如再次发生任何“敌对或侵略行为”，国家安全力量将作出“坚决、迅速且具有震慑性的回应”。（央视新闻）

DNY59/E+ via Getty Images Over the long run, REITs have been incredibly rewarding investment vehicles, outperforming most other asset classes, including the S&P 500 ( SPY ) and even Tech stocks ( QQQ ): NAREIT via The Book "The REIT Advantage" This really shouldn't come as a surprise to anyone, as real estate has been one of the most lucrative investments in history, and the REIT structure makes it even more rewarding thanks to the economies of scale, stronger bargaining power with tenants, development know-how, additional service profits, and better access to capital. You really don't need exceptional assumptions for this to work out well. All a REIT has to do is buy properties at a 6-8 cap rate, enjoy 2-3% annual rent growth, and a bit of external growth from new acquisitions, and this will typically result in near or above double-digit total returns when accounting for the leverage. It is a highly repeatable business model that has consistently worked well over time. NNN REIT, Inc. ( NNN ) is a great example of it, among many others: NNN REIT Data by YCharts But just like other asset classes, REITs are still not immune to the moody nature of the market. One year, REITs are very popular, and the next year, they are out of favor, and lately, unfortunately for REIT investors, they have been highly unpopular. As interest rates began to surge in 2022, investors pulled out of the REIT sector to invest in fixed income instead. This capital outflow pushed REIT share prices to much lower levels: Data by YCharts The perception was that the fundamentals of leveraged vehicles like REITs would take a big hit in a rising interest rate environment, but that proved to be wrong. What the market had overlooked was that REIT leverage was at an all-time low of just 35% on average, and besides, interest rates were only surging because inflation was high, which resulted in rapidly growing rents, benefiting most REITs. As a result, most REITs actually kept growing their cash flows and ...

Escalating tensions in the Middle East are continuing to ripple through global markets, with rising oil prices wreaking havoc on supply chains. Soaring gas prices not only force many consumers to cut back on discretionary spending, but they also result in businesses paying more to transport goods and manufacture plastic products, fertilizer, and other items that use oil during the production process. Historically, prolonged spikes in oil prices have been linked to economic pullbacks and recessions. In fact, the Federal Reserve itself has noted that "nearly all post-World War II recessions were preceded by higher oil prices." Continue reading

(RTTNews) - The Buckle, Inc. (BKE), a specialty retailer, on Thursday reported higher comparable sales for the five-week period ended April 4, 2026, along with an increase in net sales.

伊朗外交部当地时间9日发表声明称，伊朗外交部长阿拉格齐与韩国外长赵显通电话，就两国双边关系以及地区最新局势发展进行讨论。韩国将向伊朗派遣特使。（央视新闻）

For long-term investors looking to track the U.S. stock market, S&P 500 ETFs are a popular choice. Two of the most widely held options are the Vanguard S&P 500 ETF (VOO) from Vanguard and the SPDR S&P 500 ETF Trust (SPY) from State Street. Using the TipRanks’ ETF Comparison Tool, we have placed VOO and SPY against each other to find the best ETF for investors in 2026. VOO vs. SPY: Key Differences Every Investor Should Know The main difference between VOO and SPY comes down to cost and trading st

April 9 () - CoreWeave said on Thursday ‌it has ‌entered into an expanded ​agreement to provide Meta Platforms with $21 billion in cloud ‌capacity, as ⁠the social media giant scales ⁠its infrastructure to support increasingly ​complex AI ​workloads. Shares ​of CoreWeave ‌rose nearly 8% in premarket trading, while those of Meta were up ‌0.

17-year-old Mika Stojsavljevic will make her Billie Jean King Cup debut for Great Britain this week in a qualifying tie against Australia.

鎖定「算電協同」 寧德時代豪擲百億入股中恒電氣 聯合新聞網

Blackberry press release ( BB ): Q4 Non-GAAP EPS of $0.06 beats by $0.02 . Revenue of $156M (+10.1% Y/Y) beats by $11.45M . QNX reports record quarterly revenue of $78.7 million, up 20% year-over-year and 14% for the full fiscal year; QNX grows royalty backlog to $950 million and achieves Rule of 401 for both the quarter and the full fiscal year Q1 revenue consensus of $129.83M, EPS consensus of $0.03 FY revenue consensus of $577.25M, EPS consensus of $0.16 BlackBerry is providing the following guidance for the first fiscal quarter and the full fiscal year 2027 (ending February 28, 2027). Q1 FY27 Full fiscal year FY27 Total BlackBerry revenue: $132 - $140 million $584 - $611 million QNX revenue: $60 - $64 million $290 - $307 million Secure Communications revenue: $66 - $70 million $270 - $280 million Licensing revenue: Approximately $6 million Approximately $24 million QNX segment adjusted EBITDA: $4 - $8 million $69 - $81 million Secure Communications segment adjusted EBITDA: $14 - $18 million $57 - $65 million Licensing segment adjusted EBITDA: Approximately $5 million Approximately $20 million Total Company adjusted EBITDA: $14 - $22 million $110 - $130 million Non-GAAP basic EPS2: $0.02 - $0.03 $0.15 - $0.19 Operating cash flow Breakeven Breakeven - $10 million Approximately $100 million Click to enlarge Shares +11% PM. More on BlackBerry Limited A Look At BlackBerry's Growth Drivers, Ahead Of Fourth-Quarter Earnings Report BlackBerry Now Looks Attractive As QNX Expands Beyond Automotive BlackBerry: QNX Could Unlock Solid Growth And Value BlackBerry shares fell for seven straight sessions Historical earnings data for BlackBerry Limited

中矿资源公告，2025年营业收入65.45亿元，同比增长22.02%。净利润4.58亿元，同比下降39.54%。公司拟向全体股东每10股派发现金红利5元（含税）。

北京利尔公告，2025年营业收入69.7亿元，同比增长10.17%。净利润4.01亿元，同比增长25.86%。公司经本次董事会审议通过的利润分配预案为：以11.9亿股为基数，向全体股东每10股派发现金红利0.35元（含税），送红股0股（含税），不以公积金转增股本。

2025年底，一台仅停留在“技术预览版”的豆包手机，引发了AI手机的“地震”。 中兴努比亚M153首批工程样机上线即被抢空，原价3499元一台的手机一度被炒至3.6万元，带动中兴股价涨停。然而，市场在兴奋与“封杀”间撕裂，微信、支付宝、淘宝、银行等App先后以安全风控为由，对豆包手机采取强制弹窗警告或限制登录等“技术封堵”。 近期，有行业人士爆料，有两家国产Top5手机厂商正在与豆包接洽。 多位行业人士对《IT时报》记者表示，华为、小米与豆包合作推出AI手机的可能性不高，因为它们都有自成体系的能力，而OPPO、vivo、荣耀有一定可能性。 截至发稿，荣耀、vivo、联想等多家厂商均未正面回应该消息。 此前，中兴表示豆包手机第一代并无继续批量生产的计划。但有供应链消息称，豆包手机第二代产品已启动研发。而在近期举行的2025年度业绩说明会上，中兴通讯表示，正与字节跳动等生态伙伴深化合作，推进新一代“豆包AI手机”的研发与认证工作。 按照目前进度，该机有望在2026年第二季度中后期正式发布。《IT时报》就此向中兴终端求证，截至发稿，尚未收到正面回应。 “手机卖不动了！”经销商呼唤AI手机 “因为内存疯涨，手机价格已经飙升了四成，海外市场还是以中低端机为主，客户对价格很敏感，我们卖不动了，关键是二季度内存价格可能还要飙升。”一位在孟加拉国的OPPO手机代理商对《IT时报》记者表达了焦虑。 “OV很难，华为现在还没涨价，在用时间抢市场。”一位华为手机经销商也表示，如果手机厂商扛不住涨价，将严重影响今年的销售。 在这些手机经销商看来，周期性的涨价并不可怕，可怕的是用户没有换机欲望了，甚至觉得修修还能用，他们迫切希望AI手机等新物种可以带动市场热情。 年初以来，小米、OPPO、vivo、荣耀等主流手机品牌的多款机型价格相继上涨200元到1000元不等，主流笔记本电脑的价格也普遍上涨500至1500元。 国际数据公司IDC发布的全球PC与智能手机市场最新预测报告指出，受DRAM（动态随机存取存储器）与NAND（非易失性闪存存储器）供应短缺、价格持续上涨影响，两大消费电子市场2026年发展形势远超此前悲观预期，其中智能手机市场下滑幅度尤为显著，全年出货量同比跌幅将达12.9%，PC市场出货量也将迎来11.3%的同比下滑，且两大市场的实质性反弹均推迟至2028年。 2026年第一季度，...