The madness is contagious – and nowhere has this been more in evidence than in the two-week ceasefire with Iran The Madness of King Donald. Unless you’ve spent most of the last few years on a silent retreat – and who could blame you? – it can’t have escaped you that the American president is both not that bright and borderline sociopathic. A lethal combination. Posting “Open the Fuckin’ Strait you crazy bastards or you’ll be living in Hell” on his social media account is not the action of a well man. Certainly not when the Middle East is on a knife-edge. But what you may have missed is that the madness is contagious. It also affects many of those who come in contact with him. Trying to deal with the madness makes them mad too, as they try to behave as if things that are most definitely not normal are all quite usual. All in a day’s work. And nowhere has this been more in evidence than with the two-week ceasefire. A ceasefire in which no one is able to agree on what precisely – if anything – had been negotiated and which Israel has taken to mean it can continue to bomb Lebanon . Continue reading...

凯雷集团（Carlyle Group）旗下的一只私人信贷基金近期遭遇了大量赎回申请，凸显出这一规模近2万亿美元的资产类别正面临日益加剧的流动性压力。 赎回数据与基金应对 据知情人士透露，凯雷的某只私人信贷基金收到了相当于其资产净值15.7%的赎回请求。面对如此大规模的赎回申请，该基金预计将按比例批准约60%的请求，其余部分将被推迟至后续季度处理。这种按比例分配赎回额度的做法在私人信贷基金中较为常见，旨在防止短期内集中抛售非流动性资产而引发估值暴跌。 行业背景：流动性危机蔓延 凯雷并非近期唯一面临赎回压力的私人信贷机构。过去数周，多家行业巨头都出现了类似情况： 阿波罗全球管理——旗舰基金赎回请求达流通股的11.2%，仅兑现约45% 黑石 集团——82亿美元BCRED基金季度赎回上限从5%提高至7.9% Blue Owl——亦已采取措施限制投资者赎回 嘉信理财在近期分析中指出，私人信贷行业当前面临的核心问题是流动性压力而非偿付能力危机。这意味着基金持有的底层贷款本身未必违约，但太多投资者同时要求赎回，导致基金不得不动用赎回上限和按比例分配等工具来管理现金流。 分析师观点 嘉信理财强调，按比例赎回本身并非危险信号，而是一种内置的流动性管理工具，目的是避免基金在二级市场大幅折价抛售私募贷款。 然而，如果赎回请求连续多个季度居高不下，基金可能被迫完全暂停赎回，投资者的资金将被锁定且无法明确何时能够取回。 凯雷方面未就此消息发表官方评论。此次赎回压力的出现正值私人信贷行业面临多重挑战之际，包括软件行业贷款敞口风险、高利率环境下企业偿债压力上升，以及地缘政治因素带来的经济不确定性。 责任编辑：张俊 SF065

In this article DIS Follow your favorite stocks CREATE FREE ACCOUNT People gather at the Magic Kingdom theme park before the "Festival of Fantasy" parade at Walt Disney World in Orlando, Florida, U.S. July 30, 2022. Octavio Jones | Reuters Disney is planning to begin its next phase of cost cutting, which will include as many as 1,000 layoffs, according to a person familiar with the matter. The cost-cutting initiative comes shortly after Josh D'Amaro took the helm as CEO in mid-March. The layoffs are expected to mostly affect Disney's marketing department, according to the person, who requested to speak anonymously because the moves had not yet been made public. That department was recently consolidated under Asad Ayaz, who was named chief marketing and brand officer in January. Ayaz, who reports directly to D'Amaro and Dana Walden, Disney's president and chief creative officer, oversees marketing for all of Disney's divisions — entertainment, experiences and sports — in the newly created role. It's the first time that Disney brought all of its units under one marketing chief. Disney's stock was slightly down in early trading on Thursday. The layoffs were first reported by The Wall Street Journal . The changes to the marketing department structure occurred in January, when Bob Iger was still CEO of the company. Disney announced shortly after that that D'Amaro would take take over the top job — a long-awaited decision for the company. D'Amaro, who had previously served as chairman of Disney Experiences, succeeded Iger after a period of uncertainty for the media and theme park giant — which had included a succession race and recent reorganization and turnaround of the business. Iger reclaimed the Disney CEO role in late 2022, about two years after his initial departure. He was immediately tasked with a turnaround of the business as its stock price had fallen and earnings began to miss expectations. By February 2023, Disney had announced sweeping plans that reorganized ...

Fuel prices displayed at a gas station in Berlin, Germany, on April 8, 2026. Photo: IC Oil prices have long been the global economy’s most reliable agitator. When they surge, markets brace for inflation. Today’s geopolitical tensions in the Middle East have revived that reflex. But for China, the relationship between oil and inflation is less direct — and far more nuanced — than headline fears suggest. The mechanical link is straightforward. A 10% increase in oil prices typically lifts China’s consumer price index by about 0.15 percentage points and producer prices by 0.3 to 0.4 points. Yet these effects are modest. What matters more are the indirect channels — where the story becomes more complicated, and more revealing.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".

Investors in Suncor Energy Inc (Symbol: SU) saw new options begin trading today, for the May 29th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the SU options chain for the new May 29th contracts and identified one put and one call contrac

Investors in Jabil Inc (Symbol: JBL) saw new options become available today, for the May 29th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the JBL options chain for the new May 29th contracts and identified one put and one call contract o

Investors in Capital One Financial Corp (Symbol: COF) saw new options become available today, for the May 29th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the COF options chain for the new May 29th contracts and identified one put and on

Software stocks selloff: PLTR, MSFT drop on Anthropic’s ‘Mythos’ model fears StreetInsider

Investors in Kinross Gold Corp. (Symbol: KGC) saw new options become available today, for the May 29th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the KGC options chain for the new May 29th contracts and identified one put and one call c

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