据新华社报道，乌克兰军方近期鼓励私人企业自主购买武器，以击落来袭的无人机。此举旨在增强国防能力，应对持续的无人机威胁。（新华社）

格隆汇4月9日｜格陵兰岛自治政府总理回应美国总统特朗普称，我认为美国总统特朗普的言论令人遗憾。我们不是一块冰，我们是充满自豪感的民族。格陵兰岛、美国和丹麦之间的外交谈判仍在进行中，还计划举行更多会议。我们不排除加强与美国的防务合作，格希望以务实的方式找到对各方都有利的方案。特朗普接管或控制格陵兰岛的意愿并未被搁置。

(RTTNews) - Shares of Infleqtion, Inc. (INFQ) are moving up about 3 percent on Thursday morning trading after the company announced that it is providing upgraded quantum hardware to the International Space Station via NASA's Northrop Grumman-24 cargo mission.

NVIDIA Corp (NVDA) Stock News & Articles 24/7 Wall St.

ChrisHepburn/iStock Unreleased via Getty Images The consumer staples space is navigating tricky waters right now. Disposable incomes in many markets remain strained, putting pressure on the industry's ability to raise prices without giving up too much in terms of volume growth. One company that seems to be doing relatively well is Coca-Cola HBC ( CCHGY )( CCHBF ), which increased its earnings by over 10% last year thanks to positive contributions from both volume and pricing. I first covered Coca-Cola HBC last October. Rating it "Buy", I liked the strength of its namesake brand, which makes the company relatively less sensitive to down-trading. I also liked its exposure to emerging markets and the flexibility afforded by its balance sheet, as leverage was only around 1x EBITDA at the time. Finally, a then-P/E ratio of 15 looked like a reasonable price to pay for all that. It seems like the market has agreed. Coca-Cola HBC's ADSs have returned over 30% in that period, outperforming the global staples space by a wide margin. Admittedly, this move makes the stock a slightly more difficult call today. At nearly 20 times trailing earnings, I can't say that Coca-Cola HBC hasn't gotten more expensive these past few months. In mitigation, its operating performance remains impressive, while the pending acquisition of Coca-Cola Beverages Africa should enhance its long-term growth prospects. On balance, I remain bullish. Data by YCharts Posting Well-Balanced Growth… To quickly recap, Coca-Cola HBC is one of the largest bottlers in the Coca-Cola system. It would rank third based on last year's volume (just under 3 billion unit cases), though the acquisition of Coca-Cola Beverages Africa should push it into the number two slot by the end of 2026. The strength of the Coca-Cola brand is one reason I like the stock. With household finances still under pressure across much of the world, many consumer-facing companies have been unable to meaningfully raise prices without sacrificing ...

jewhyte/iStock Editorial via Getty Images What's emerging now, is a structural disconnect in the story the market is getting from Microsoft ( MSFT ) versus what they are doing. For investors, they went in expecting the company would be able to show they had found some meaningful way to monetize their AI progress but instead, there was strength everywhere but that. Following the Q2 FY2026 report, after earning a hefty $81.3 billion in revenues, seeing 39% Azure growth and accumulating an amazing $625 billion backlog, the shares still got beaten up. If anything, this, in my mind, speaks more loudly than the actual numbers. It's not just the case that the market won't take Microsoft as a compounding machine anymore, they're pricing it as a story that needs proof. From Cloud Builder to AI Capital Allocator It all started with the numbers that came with the report, capital spending. Microsoft spent $37.5 billion in Capex against $35.8 billion in cash from ops and $5.9 billion in FCF in Q2. Management made it quite clear that customer demand still exceeds supply and reiterated that the capex is split not only on Azure expansion but also on Microsoft 365 Copilot and GitHub Copilot workload. I will not call this recklessness but this is a definite prioritization of portfolio optimization over neatness. Data by YCharts At first, I was inclined to see this merely as a market overreaction. However, after digging deeper, I would say this is not the case anymore. I am not afraid of the spending but now the bar for the stock went up, as Microsoft moved from a cloud expansion strategy to an AI operating system. This is a riskier strategy, although, in theory, a much more promising one. As you understand, there is a big difference between a capex line and an economic output and it would be wrong to expect that Microsoft's AI investments would be visible as such in a revenue stream right away. What kept me from becoming pessimistic in the same way the market was is the fact that the...

jewhyte/iStock Editorial via Getty Images What's emerging now, is a structural disconnect in the story the market is getting from Microsoft ( MSFT ) versus what they are doing. For investors, they went in expecting the company would be able to show they had found some meaningful way to monetize their AI progress but instead, there was strength everywhere but that. Following the Q2 FY2026 report, after earning a hefty $81.3 billion in revenues, seeing 39% Azure growth and accumulating an amazing $625 billion backlog, the shares still got beaten up. If anything, this, in my mind, speaks more loudly than the actual numbers. It's not just the case that the market won't take Microsoft as a compounding machine anymore, they're pricing it as a story that needs proof. From Cloud Builder to AI Capital Allocator It all started with the numbers that came with the report, capital spending. Microsoft spent $37.5 billion in Capex against $35.8 billion in cash from ops and $5.9 billion in FCF in Q2. Management made it quite clear that customer demand still exceeds supply and reiterated that the capex is split not only on Azure expansion but also on Microsoft 365 Copilot and GitHub Copilot workload. I will not call this recklessness but this is a definite prioritization of portfolio optimization over neatness. Data by YCharts At first, I was inclined to see this merely as a market overreaction. However, after digging deeper, I would say this is not the case anymore. I am not afraid of the spending but now the bar for the stock went up, as Microsoft moved from a cloud expansion strategy to an AI operating system. This is a riskier strategy, although, in theory, a much more promising one. As you understand, there is a big difference between a capex line and an economic output and it would be wrong to expect that Microsoft's AI investments would be visible as such in a revenue stream right away. What kept me from becoming pessimistic in the same way the market was is the fact that the...

Liudmila Chernetska As earnings season nears, investors are turning to updated quant ratings to gauge how companies stack up on valuation, growth, profitability, momentum, and estimate revisions after recent results. State Street Materials Select Sector SPDR ETF ( XLB ), meanwhile, has climbed about 14% year to date, leading sector gains even as broader markets remain volatile. Top-quant rated stocks: Alto Ingredients, Inc. ( ALTO ), Quant Rating: 4.99, Strong Buy. TRX Gold Corporation ( TRX ), Quant Rating: 4.97, Strong Buy. Santacruz Silver Mining Ltd. ( SCZM ), Quant Rating: 4.84, Strong Buy. Nexa Resources S.A. ( NEXA ), Quant Rating: 4.84, Strong Buy. Usinas Siderúrgicas de Minas Gerais S.A. ( USNZY ), Quant Rating: 4.82, Strong Buy. Lowest quant-rated stocks: PureCycle Technologies, Inc. ( PCT ), Quant Rating: 1.07, Strong Sell. Aspen Aerogels, Inc. ( ASPN ), Quant Rating: 1.27, Strong Sell. Ramaco Resources, Inc. ( METC ), Quant Rating: 1.39, Strong Sell. ASP Isotopes Inc. ( ASPI ), Quant Rating: 1.39, Strong Sell. Lifezone Metals Limited ( LZM ), Quant Rating: 1.42, Strong Sell. Materials ETFs: ( XLB ), ( VAW ), ( IYM ), ( FXZ ), ( MXI ), ( RSPM ) More on related tickers, etc. VAW Diversifies Risk With The Potential To Offer Solid Returns; IYW & FXZ Carry Higher Risks MXI: Materials Dashboard For March FXZ: A Quant-Based Fund Can Make The Most Out Of Basic Materials Bullish Trend AMR and CLF lead most shorted materials stocks with over $2B market cap; Linde and Ecolab among least Weekly ETF flows: Five of 11 sectors record outflows; energy sector leads inflows

美国能源信息署（EIA）数据显示，美国上周EIA天然气库存增加500亿立方英尺，预期增加460亿立方英尺，前值增加360亿立方英尺。为2025年10月24日当周以来最大增幅。

Key PointsNvidia's processors are the foundation of data centers that run AI agents.

Key PointsWealth advisory Sharkey Howes Javer acquired 260,697 shares of CORO in the first quarter.

JHVEPhoto/iStock Editorial via Getty Images Teradyne (NASDAQ: TER ) has been one of the top-performing stocks in 2026, climbing almost 60% so far this year, even as the S&P 500 ( SPX ) has dropped nearly 4%, as of the April 2 close. This sharp difference calls for an explanation. Data by YCharts Teradyne can be a difficult stock for some investors to understand because it doesn't create customer-facing products or manufacture the chips used in electronic products. It designs and manufactures hardware and software tools for testing various semiconductor equipment. Investors once viewed the semiconductor test equipment industry as a cyclical market that traded in line with the broader semiconductor industry. However, Artificial Intelligence ("AI") has changed the economics of the whole semiconductor testing industry. AI uses chiplets and high-bandwidth memory (”HBM”), which uses 3D architecture, rather than conventional 2D chips used in older smartphone chips. Since Teradyne is one of only two companies, along with Advantest ( ATEYY ), that manufacture testing tools capable of verifying the performance, reliability, and quality of sophisticated 3D architecture hardware used in AI infrastructure, it has significant pricing power that investors highly value. Investors are beginning to view Teradyne as more of a secular AI-infrastructure growth story, rather than a cyclical consumer-led one, and have significantly re-rated the stock higher. Although the stock is up over 300% over the last year, most of that rise was due to multiple expansion rather than improving fundamentals, which may mean the stock may have more room to run, as the market expects the company’s fundamentals to improve over 2026 and 2027. Teradyne may be in the early innings of a multi-year transformation from a cyclical semiconductor tester dependent on the health of the smartphone and consumer electronics markets to a vital AI infrastructure provider. As long as hyperscalers and enterprises continue t...

Nvidia (NVDA) Stock Tests Critical $185 Resistance Amid Iran Ceasefire Uncertainty Blockonomi

Andy/iStock via Getty Images The AI trade could be about to broaden beyond mega-cap tech ( MAGS ), according to a new note from Wells Fargo Equity Research that points to small caps ( IJR ) as potential beneficiaries of the next phase of artificial intelligence ( AIEQ ) adoption. The shift is moving from excitement about AI itself to whether companies can translate the technology into real operating improvements, the investment bank said. And on that front, smaller companies may have the most to gain. Wells Fargo noted that AI has “evidently boosted productivity for companies,” with S&P 500 ( SPY ) ( VOO ) real revenue per worker climbing 8.1% since ChatGPT launched in November 2022. Now, Russell 2000 ( IWM ) firms are beginning to show “some efficiency gains to start the year after months of productivity declines.” Wells Fargo The earnings math is where things get interesting. Wells Fargo estimates that every 1% savings in labor costs translates to roughly a 2% lift for S&P 500 earnings per share—but a 6% boost for Russell 2000 EPS. That gap suggests small caps have significantly more leverage to AI-driven cost savings than their large-cap counterparts. If smaller companies can capture labor efficiencies in a meaningful way, AI monetization could evolve from a mega-cap story into a broader earnings catalyst across the market. Wells Fargo More on the Markets This Ceasefire Rally Could Collapse Tomorrow: Here's What I'm Buying Anyway We Are Not Out Of The Woods Yet With A Ceasefire In Name Only Weak Dollar Is The Real Threat To The U.S. Stock Market Trump vows U.S. troops will remain near Iran until 'real agreement' is met, warns of major escalation Trump imposes 50% tariff on countries supplying arms to Iran

Wall Street’s conviction around Alphabet‘s (NASDAQ:GOOGL) long-term story keeps building. William O’Neil has reinstated coverage of Alphabet stock with a Buy rating, a signal that the firm sees the search giant’s expanding portfolio, spanning AI-powered search to autonomous vehicles, as a compelling opportunity at current levels. No price target was provided alongside the reinstatement. The ... William O’Neil Reinstates Alphabet With a Buy: Is the Search Giant’s Self-Driving Future Finally Getti

格隆汇4月9日｜WTI原油期货向上触及102美元/桶，日内涨8.04%

美国2月通胀如预期上升，且在伊朗战争影响下，3月通胀可能进一步走高，这一趋势预计将使美联储在一段时间内暂缓降息。 美国商务部经济分析局周四公布，个人消费支出价格指数2月环比上涨0.4%，1月未经修正的增幅为0.3%。经济学家此前预测 个人消费支出 价格指数将上涨0.4%。 截至2月的12个月内，个人消费支出通胀同比上涨2.8%，与1月涨幅持平。 因去年政府停摆导致数据发布延迟，美国商务部经济分析局目前仍在补发布滞后数据。战争爆发前，通胀本就处于高位，主要原因是特朗普的贸易政策。 美以对伊朗战争推高全球油价，美国全国平均汽油零售价三年多来首次突破每加仑4美元。 经济学家预计，这场2月底爆发的冲突对通胀的影响，在3月数据中将更为明显。特朗普周二宣布为期两周的停火，条件是伊朗重新开放被封锁的霍尔木兹海峡。该海峡封锁还影响了化肥及其他商品运输，预计将推高食品价格。 剔除波动较大的食品和能源分项后，核心 个人消费支出 价格指数2月环比上涨0.4%，连续第三个月保持这一增幅。截至2月的12个月内，核心 个人消费支出 通胀同比上涨3.0%，低于1月的3.1%。 核心 个人消费支出价格指数 同比增速放缓，反映去年同期高基数效应退出计算。 美联储以 个人消费支出价格指数 追踪2%的通胀目标。经济学家表示，月度 个人消费支出 通胀需持续维持0.2%的增幅，才能使通胀回归目标水平。周三公布的美联储3月17-18日政策会议纪要显示，越来越多的美联储官员认为，上个月可能需要加息以对抗通胀。 纪要还显示：“与会者指出，中东冲突若持续，可能导致能源价格更持久上涨，而这些更高的投入成本更有可能传导至核心通胀。” 美联储将基准隔夜利率维持在3.50%-3.75%区间。今年降息的可能性已大幅降低。 高物价是2月支出增长的部分原因。占经济活动三分之二以上的消费者支出2月环比增长0.5%，1月增幅为0.3%。经济学家此前预测支出增长0.5%。 高油价可能挤压其他品类支出，但今年大额退税或为低收入家庭提供一定缓冲。3月战争导致股市蒸发约3.2万亿美元市值，可能迫使高收入家庭削减开支——而他们一直是消费和整体经济的主要驱动力。 责任编辑：李肇孚

Bargain hunters are wise to pay careful attention to insider buying, because although there are many various reasons for an insider to sell a stock, presumably the only reason they would use their hard-earned dollars to make a purchase, is that they expect to make money. Today

财联社4月9日讯（记者 黄路） 生产的主要金属价格上升， 湖南黄金 （002155.SZ）去年营收、净利实现双增。 今晚，湖南黄金发布2025年财报，公司实现营业收入501.81亿元，同比增长80.26%；归母净利润14.88亿元，同比增长75.77%。公司表示，报告期内，业绩上涨主要是公司金、锑、钨产品销售价格同比上涨。公司去年总毛利率减少1.71个百分点，主要原因是外购非标金业务比重增加。 财报显示，湖南黄金公司的营收主要来自于金、锑、钨的生产和销售。具体看，黄金销售收入占营收93.67%、锑品5.49%、钨品0.37%。 具体来看，湖南黄金全年生产黄金61.38吨，同比增长32.49%。数据统计显示，伦敦金年末较年初涨62.90%，上海金年末较年初涨58.78%。 2025年，国内锑锭（99.65%）均价同比涨40.84%。公司精锑毛利率增加6.64个百分点，氧化锑毛利率增加15.22个百分点，乙二醇锑毛利率增加10.62个百分点。 由于供应紧张推动钨价快速上涨。2025年国内市场65%黑钨精矿平均价格21.71万元/吨，同比上涨59.25%。公司去年钨品毛利率增36.64个百分点。 截至去年末，湖南黄金拥有和控制矿业权28个，其中探矿权17个、采矿权11个。公司拟发行股份收购黄金天岳100%股权、中南黄金冶炼100%股权， 优化资源布局，目前审计评估推进中。 湖南黄金给出的2026年经营目标：计划生产黄金62.82吨、锑品3.43万吨、钨品1100标吨，营收目标518亿元。

Jeremy Hansen received a call from the prime minister as Canada's first astronaut to travel into deep space as part of the Artemis II mission.

PhonlamaiPhoto/iStock via Getty Images Pioneer Power Solutions ( PPSI ) shares fell as much as 24% Thursday, a day after the company reported a sharp decline in revenue and a swing to a net loss, reflecting uneven project timing and lower margins. Pioneer Power Solutions ( PPSI ) said fourth-quarter revenue fell 42.3% to $5.6 million from $9.8 million a year earlier, primarily due to the absence of large project-based shipments that boosted results in the prior-year period. Gross profit dropped to $1.3 million, with margin narrowing to 23.5% from 28.9%, as the lower revenue base weighed on profitability. Operating loss from continuing operations was $1.1 million, unchanged from a year earlier. Earnings swing driven by prior-year gains Its net loss was $1.4 million, or $0.13 a share, compared with net income of $36.3 million, or $3.38 a share, a year earlier. The year-earlier period included a large contribution from discontinued operations, which accounted for the majority of the prior-year profit, highlighting the sharp change in reported results. Full-year growth offset by margin compression For the full year, Pioneer Power Solutions ( PPSI ) reported revenue of $27.6 million, up 20.8% from $22.9 million, driven by increased sales and rentals of its mobile EV charging solutions. However, profitability weakened. Gross margin declined to 12.4% from 24.1%, reflecting an unfavorable sales mix and higher initial production costs tied to newer product lines. Operating loss widened to $(6.6) million from $(5.2) million. The company reported a full-year net loss of $(6.0) million, compared with net income of $31.9 million in 2024, again reflecting the absence of prior-year gains from discontinued operations. Cash position declines following dividend, investments Pioneer Power Solutions ( PPSI ) ended the year with $15.0 million in cash, down from $41.6 million a year earlier. The decline was largely due to a $16.7 million special dividend paid in January 2025 and tax paym...

Source: Bloomberg, 2:32

posteriori/E+ via Getty Images Stocks for the week ended April 3 were 1,911 Bcf vs. 1,861 Bcf (revised from 1,865 Bcf) for the week ended March 27. Net change: +50 Bcf vs. +32 Bcf (revised from +36 Bcf) for the week ended March 27. Consensus: +41B Natural Gas Futures ( NG1:COM ) -0.7% to $2.70/MMBtu. ETFs: ( UNG ), ( BOIL ), ( KOLD ), ( FCG ), ( UNL ), ( HNU:CA ) Click here to read the full EIA Weekly Natural Gas Storage Report. More on Natural Gas Futures, United States Natural Gas Fund LP ETF, etc. FCG: Structural Improvements Deliver Cash Flow, Not Just High Oil Prices Commodities: Oil Climbs On Trump Escalation Threat Weather Drops U.S. January Oil Production Glencore, Taiwan refiner book tankers to load Middle East oil after ceasefire: report Markets extend gains while prediction markets signal a cautious path for Hormuz traffic

Retail investors used Wednesday's big market rebound as an opportunity to cut risk rather than chase gains, raising questions about the durability of a rally that was tied to optimism over President Donald Trump's Iran ceasefire. Individual investors were heavy net sellers of exchange-traded funds during the morning rally Wednesday, with intraday ETF outflows hitting their largest levels in a year, including cuts to broad-market exposure, a sharp break from mom-and-pop investors' usual dip-buying behavior, according to fund flows tracked by JPMorgan. By 1 p.m., positioning briefly stabilized as investors pared back selling and selectively bought individual stocks, but by the close they had reduced ETF holdings to the weakest level in more than 10 months, while single-stock flows remained negative across the board, the data showed. The Dow Jones Industrial Average ripped more than 1,300 points higher Wednesday, up 2.9%, after Trump suspended attacks on Iran for two weeks, the benchmark's best day since April 2025. The S & P 500 popped 2.5% and the Nasdaq Composite surged 2.8%. "Today's relief rally brings confirmation that the shift in retail behavior that we have observed over the past month is persisting: retail moved from 'buying the dip' (e.g. this time last year), to now skipping the dips, selling into rallies, and positioning more defensively," JPMorgan said in a note to clients. For much of the Trump era, retail traders have been an unusually influential force in equity markets, often aggressively stepping in during selloffs and helping fuel sharp rebounds. That dynamic now appears to be fading, with retail investors increasingly hesitant to add exposure, even during improving market conditions. Within single stocks, retail flows were negative across nearly all sectors Wednesday, JPMorgan said. Energy and industrial names led the selling, with heavy outflows from Exxon Mobil , Chevron and Occidental Petroleum . One of the few areas of relative resilience was m...

格隆汇4月9日｜美国至4月3日当周EIA天然气库存 500亿立方英尺，预期460亿立方英尺，前值360亿立方英尺。

Micron Rallies 123% in Six Months: Should You Still Buy the Stock? The Globe and Mail

MF3d/iStock via Getty Images Investment Thesis The skeptics who dismiss Taiwan Semiconductor Manufacturing Company ( TSM ) are missing the forest for the trees. Since my last coverage , TSM is up 20% and the jump in CapEx expenditure may look daunting at first sight, but in my opinion, it represents an aggressive land grab in the most vital layer of the technology stack. The demand for AI chips is not just healthy, it’s locked-in. A slightly more positive ramp-up of N2 would make the margin pressures ease faster than anticipated. However, there is also a subtle shift in the revenue stream as a result of enhanced advanced packaging and higher utilization rates. I don’t see a company defending margins, I see one with a real shot at exceeding them through disciplined execution. Data by YCharts Q1 Setup: AI Demand and Node Leadership Power Margins Beyond Expectations I see that TSMC forecasts Q1-FY26 topline between $34.6 billion-$35.8 billion and this is a 4% QoQ and 38% YoY increase at the midpoint. With that, TSMC's management projects gross margins between 63%-65% going up by 1.7%-points from Q4-FY25 and operating margins may land between 54%-56%. A FX assumption of TWD31.6/$1 is under these metrics, the FX remained a bit there during Q1. So, I think that higher capacity utilization rates and productivity gains may outpace margin dilution from overseas fab ramps. Data by YCharts As a result, this may be elevating the bottomline in the short-term. Why? The main catalyst supporting TSMC's forward growth trend is the N2 tech ramp alongside advanced packaging execution. Forward CapEx boosted to a $52 billion-$56 billion range for FY26. In this CapEx, TSMC allocates 70% to 80% of this budget to advanced process techs and 10% to 20% to advanced packaging, testing, and mask making. Further, I believe the AI infra capital outlays may continue to push product demand as TSMC holds ~99% of the wafer fabrication share for top AI server compute ASIC shipments. Stable growth in A...

伊朗最高领袖穆杰塔巴·哈梅内伊的社交媒体账号9日更新内容，发文纪念已故最高领袖阿里·哈梅内伊。文中写道：“值此革命领袖殉难四十日之际发布。”