在2026年股价已上涨逾一倍之后，Truist认为现在或许是时候暂缓买入Tronox了。 该银行将这家钛产品生产商的评级从“买入”下调至“持有”，同时将其目标价上调至9美元，这意味着较周三收盘价下跌1%。分析师Peter Osterland在周四的一份报告中写道，虽然大宗商品价格上涨帮助该公司自美伊战争爆发以来股价上涨了20%，但投资者可能忽视了公司面临的风险。 Osterland写道：“我们确实认为，成本压力和不利的地域组合对TROX近期盈利和现金流产生影响的 risk 有所升高。虽然我们认为在‘正常化’条件下，TROX较高程度的垂直整合是一个优势，但我们确实认为，由于运费和物流成本上升，这在短期内可能成为一个相对劣势。” 周四午后交易中，Tronox股价跌幅超过5%。 责任编辑：张俊 SF065

When you make less than $50,000 per year, it can sometimes feel like you're living your life on hard mode, especially when it comes to retirement savings. You do your best to use your income wisely, but your monthly expenses leave little room for you to build a nest egg. If boosting your income or lowering expenses aren't options, you have to focus on stretching the savings you have as far as possible. A big part of that is choosing the right retirement accounts, and two in particular really stand out. Image source: Getty Images. Continue reading

Texas Pacific Land Crashes After Largest Shareholder Dies Land-and-royalty company Texas Pacific Land Corp. crashed the most since early Covid after the head of its largest shareholder unexpectedly died. Bloomberg reports that Murray Stahl, CEO of Horizon Kinetics and a TPL board member, died on Thursday, sending shares spiraling lower by 17% in late-afternoon trading. This marked the largest intraday decline in the stock since early 2020. Stahl was described as a longtime believer in TPL, one of the largest private landowners in Texas, with most of its acreage concentrated in the oil-rich Permian Basin of West Texas. TPL generates revenue by owning land, collecting oil and gas royalties from activity on that land, and selling or managing water-related services tied to drilling and production. "His firm, Horizon Kinetics, along with its predecessors, had been TPL's largest shareholder for many decades. Murray believed in the Company when it was still a thinly-traded, little-known trust that simply owned some land in west Texas," TPL CEO Ty Glover wrote in a press release. Bloomberg data show that Horizon Kinetics is TPL's largest shareholder, owning 10.3 million shares, or about 14.99% of the tradable shares outstanding. The cause of death was not immediately released by the family or TPL's CEO. The plunge in TPL shares following the death of its largest shareholder likely reflects uncertainty about the company's future direction, as well as the possibility that Horizon could eventually reduce its stake. The volatility may also result from TPL's tight float and thin trading, which can amplify price swings when unexpected news hits. * * * Tyler Durden Thu, 04/09/2026 - 15:00

Intel surges 58.9% YTD as Musk's Terafab tie-up and fab buyback fuel optimism around its AI chip ambitions and long-term growth outlook.

Intel Stock Hits 5-Year High on Musk Deal - Is It Too Late to Buy? Yahoo Finance UK

Intel Stock Hits 5-Year High on Musk Deal - Is It Too Late to Buy? TradingView

Intel Stock Hits 5-Year High on Musk Deal - Is It Too Late to Buy? Yahoo Finance Singapore

Intel Stock Hits 5-Year High on Musk Deal - Is It Too Late to Buy? TradingView — Track All Markets

The first lady has denied any connection to Jeffrey Epstein in a surprise statement, and called on Congress to hear from victims.

luismmolina/iStock via Getty Images Kosmos Energy ( KOS ) down 7% in Thursday's trading as Goldman Sachs downgraded shares to Sell from Neutral with a $22 price target, following 200% gains YTD - albeit o ff a low base - making the stock the best-performing story in the XOP, driven by three factors , analyst Neil Mehta said. Kosmos ( KOS ) volumes have improved in Mauritania and Senegal after a challenging start-up at Tortue; the company still has signi fi cant oil beta and investors have raised mid-cycle Brent expectations closer to Goldman's mid-cycle outlook of $75/bbl, based on dialogue; and Kosmos has taken steps to reduce debt—but after sharp outperformance, Mehta said he sees less upside than for large-cap peers such as ConocoPhillips ( COP ) and mid-cap names such as Ovintiv ( OVV ), Permian Resources ( PR ), and Viper Energy ( VNOM ). Mehta also said he views quarterly and operational execution as a key risk for Kosmos ( KOS ) in light of past project delays, cost overruns, and negative guidance revisions, and the analyst expects a more conservative production outlook for Jubilee results due to a history of operational challenges over prior quarters relating to riser instability, FPSO downtime, insufficient water injection, and power reliability issues. While recent transactions have addressed immediate cash needs, Mehta said he maintains a cautious view of Kosmos' ( KOS ) debt levels, which remain elevated compared to U.S. and global E&Ps. More on Kosmos Energy Kosmos Energy: Stay Away Until The Debt Issues Are Resolved Kosmos Energy Q4 2025 Earnings Call Presentation Kosmos Energy Q4 2025 Earnings Call Transcript

Gilman Hill Asset Management首席执行官Jenny Harrington和Ritholtz Wealth Management首席执行官Josh Brown认为，股市正接近底部。 这两位投资者表示，市场环境改善和消费者信心强劲是市场调整接近尾声的信号。 Brown表示：“我不会向你们保证底部已经确凿无疑。但如果我必须押注的话，我会认为我们已经消化了大量负面因素。” Harrington也表示，市场状况已经改善。Harrington指出：“我同意Josh（Brown）的看法，底部可能尚未到来，但我也认为，我们最坏的情况已经比过去好得多了。” 责任编辑：张俊 SF065

Klaus Vedfelt/DigitalVision via Getty Images In a sea of bullish views, my seemingly contrarian take that The Trade Desk, Inc. ( TTD ), was a clear falling knife is turning out to be more true every day. This once impeccable, high-quality story has turned into a mix of strategic issues and accelerating market share losses. Amazingly, even with the stock down nearly 80%, it's still far from being as deeply valued as you might think, that is, when valuation is done correctly. I am once again encouraging investors to cut their losses and avoid trying to catch this falling knife, as fundamental structural issues remain. The Fallout Continues The Trade Desk's share performance over the past year is a real-life example of a falling knife, with multiple double-digit plunges catching those who thought, "It can't go down anymore, can it?" Data by YCharts Indeed, in the four months since my last bearish article , which received many comments saying the bottom is in, the stock lost an additional 50%, leading to severe underperformance relative to the market. In my coverage of The Trade Desk, I divided my concerns into two pillars: " Inherent Disadvantages " and their " Consequences ." In short, I argue that The Trade Desk doesn't have the competitive advantages investors ascribed to it. TTD used to be a leader in its category, not by having structural advantages, but rather, in my view, by being a first mover. It doesn't have its own inventory, it doesn't have clear added value in targeting, and it charges quite a decent fee . That's the disadvantages part. The consequence is that it's simply losing market share, a trend that shows no sign of change. So Do Market Share Losses, As The Trade Desk Is Losing Its Value Proposition I wrote in my December TTD article : The digital advertising space is currently dominated by three players: Google ( GOOG ), Meta ( META ), and Amazon ( AMZN ). Together, they own over 90% market share, and they seem to only be gaining more share over tim...

Sven Piper/iStock Editorial via Getty Images Elon Musk’s artificial intelligence venture, xAI, is undergoing a sweeping restructuring as it integrates more closely with SpaceX ahead of a potential blockbuster IPO, Business Insider reported Thursday. A newly appointed president, Michael Nicholls, previously a senior SpaceX ( SPACE ) executive, told staff the company is lagging competitors and must accelerate improvements. The reorganization reflects a broader effort to rebuild xAI’s engineering and product operations while narrowing the gap with rivals like OpenAI , Anthropic and Google . The overhaul includes new leadership across key AI development stages. Devendra Chaplot will oversee model pre-training, Aman Madaan will manage infrastructure and tooling, and Aditya Gupta will lead post-training and reinforcement learning. Additional hires will guide coding models, as well as image and video systems. On the product side, recent hires Andrew Milich and Jason Ginsburg will lead development of xAI’s Grok suite, while infrastructure roles are increasingly being filled by former SpaceX ( SPACE ) engineers. Nicholls also flagged weak computing efficiency as a major issue, with plans to improve performance quickly. The changes come amid significant turnover. Several cofounders and senior leaders have exited in recent months, and the company has cut teams tied to certain AI tools and recruiting. Since its acquisition earlier this year, xAI has seen frequent internal reshuffling, with Musk at times overseeing a large number of direct reports. The restructuring follows Musk’s acknowledgment that the company’s initial build was flawed, prompting a ground-up reset as it pushes toward a high-stakes public offering that could value the combined business in the trillions. More on SpaceX SpaceX 600x Earnings: I'm Calling It A Strong Buy Anyway Can Any Investor Actually Value SpaceX? SpaceX IPO: What I Learned From ULA's Heydays SpaceX’s $1.75T IPO ambition faces sky-high expectat...

格隆汇4月10日｜洲际交易所（ICE）将提高其布伦特原油和欧洲柴油期货合约的保证金要求，因为伊朗局势的紧张导致大宗商品市场波动加剧。在全球石油市场正面临历史上最严重的供应中断之一之际，此次费率上调实际上使交易全球流动性最强的原油和柴油期货合约的成本翻了一番有余。据悉，近期的布伦特原油期货合约的保证金将翻倍以上，升至略高于11,000美元；而近期的ICE柴油期货合约保证金则将上涨逾四倍，升至近21,000美元。洲际交易所表示，保证金上调将于4月10日（星期五）收盘后生效。

Tesla's lower-cost EV plan seen boosting volume, risking margins Reuters

Market timers are too bullish about the outcome of the war — and May marks the start of the worst six-month stretch for markets historically.

据报道，凯雷集团的旗舰私人信贷基金遭遇赎回申请激增，申请率达到15.7%。 该基金为凯雷战术私人信贷基金，资产规模达70亿美元，占公司投资组合的41%。该基金的赎回申请上限为5%，远低于当前15.7%的赎回申请水平。 这只是受人工智能和软件行业担忧影响的私人信贷基金之一。另类资产管理公司Blue Owl的主要基金也遭遇了高额赎回申请。该公司于4月2日宣布，其OCIC基金的赎回申请率达到29.1%，并将赎回比例限制在5%。 责任编辑：张俊 SF065

Andrzej Rostek The Real Estate Select Sector SPDR Fund ETF ( XLRE ) had a steady start to 2026. In Q1, it gained around 1.11%, outperforming the S&P 500, which fell by about 4.81%. This shows that REIT stocks stayed relatively strong even when the broader market struggled. Looking at three-month data, XLRE moved up from $40.44 to $42.44, giving a gain of ~4.95%, reported the State Street Investment Management tracker. The rise was slow but steady, showing that investors are still comfortable holding real estate assets. At the same time, the 10-year Treasury yield also climbed to around 4.30%. Higher rates usually make borrowing expensive, which can affect real estate demand and valuations. According to the Nareit report , private real estate valuations are not adjusting quickly. This delay is making it harder to understand the true value of assets and reducing market liquidity. But on the positive side, if the valuation gap closes, REITs could perform even better. Below are the SA-reported top 5 mid-cap REIT stocks with market capitalizations between $2B and $10B, highlighting those with the highest and lowest quant ratings ahead of Q1 2026 results. Highest rated: Millrose Properties ( MRP ), Quant rating: 4.97, Strong Buy. DiamondRock Hospitality ( DRH ) , Quant rating: 4.86, Strong Buy. EPR Properties ( EPR ), Quant rating: 4.63, Strong Buy. CareTrust REIT ( CTRE ), Quant rating: 4.52, Strong Buy. NNN REIT ( NNN ), Quant rating: 4.44, Buy. Lowest rated: Fermi ( FRMI ), Quant rating: 1.00, Strong Sell. BXP ( BXP ), Quant rating: 1.33, Strong Sell. Vornado Realty Trust ( VNO ), Quant rating: 1.44, Strong Sell. SL Green Realty ( SLG ), Quant rating: 1.55, Sell. Medical Properties Trust ( MPT ), Quant Rating: 1.77, Sell. In short, XLRE is showing stability, but rising interest rates and global uncertainty will decide how the real estate sector performs next. REIT ETFs: iShares U.S. Real Estate ETF ( IYR ), Vanguard Real Estate ETF ( VNQ ), iShares Mortgage Real Estate...

周四，霍尔木兹海峡的船舶通行仍处于受阻状态，仅有少数与伊朗有关的船只通行，进一步表明美伊之间脆弱的停火尚未改善这一全球关键能源咽喉的通行状况。 周三至周四上午，仅观察到7艘船只驶离波斯湾，这些船只要么曾停靠伊朗港口，要么装载伊朗货物。正常情况下，这条航道双向每天的通行量大约为135艘船。 据伊朗官媒报道，伊朗港口和海事组织公布了船舶进出霍尔木兹海峡的两条指定安全航线，此举再次表明伊朗寻求加强对海峡的控制。该机构表示，由于通过这一狭窄海峡的常规航道可能存在各类反舰水雷，设立这些航线对于规避风险至关重要。 三艘满载沙特和伊拉克原油的油轮周四驶向霍尔木兹海峡。至少两艘在该水道入口附近抛锚。第三艘从数字追踪系统中消失。 责任编辑：丁文武

Micron Stock Is Up on Ceasefire News. Should You Buy MU Here? Barchart.com

Micron stock pops following news of a two-week ceasefire deal as the stock looks to regain momentum.

Micron Stock Is Up on Ceasefire News. Should You Buy MU Here? Yahoo Finance

UBS Autocallable Notes Linked to AMD (NASDAQ: AMD) — $4.2M Offer Stock Titan

北京时间4月10日凌晨，美股周四尾盘维持涨势。交易员对美伊之间维持脆弱两周停火协议的前景持乐观情绪。 道指涨267.38点，涨幅为0.56%，报48177.30点；纳指涨123.28点，涨幅为0.54%，报22758.27点；标普500指数涨30.69点，涨幅为0.45%，报6813.50点。 周四原油价格再次上涨。西德克萨斯中质原油期货最新上涨4%，至每桶98美元上方，此前曾一度突破每桶100美元。国际基准布伦特原油期货上涨2%，至每桶96美元上方。 在以色列总理本雅明-内塔尼亚胡表示该国已同意与黎巴嫩展开直接谈判后，标普500指数转为上涨，油价也从日内高点回落。伊朗议会议长穆罕默德-巴吉尔-卡利巴夫曾称以色列持续攻击黎巴嫩的行为违反了停火协议。 该大盘市场指数还受到Meta Platforms股价上涨逾2%的支撑，此前该公司推出了新的人工智能模型。市场的防御性板块也出现上涨， 沃尔玛 股价以及Constellation Energy等公用事业公司股价走高。 此轮上涨之前，美国三大主要股指周三均上涨超过2%， 道琼斯 指数创下自2025年4月——当时美国总统特朗普软化了对部分最初高额关税的立场——以来的最佳单日表现。 周二晚，特朗普同意暂停对伊朗的攻击。这场中东冲突已持续五周，导致关键的霍尔木兹海峡关闭。 然而，这项“双面”停火协议取决于伊朗是否同意重新开放海峡。据伊朗外交部长声明，德黑兰同意在接下来两周内重新开放该水道，条件是所有攻击停止。媒体报道称，以色列也已同意停火。 但自停火协议宣布以来，通过海峡的整体运输量仍未改善，只有一些运输干散货（而非石油）的散货船通过了这条关键水道。 特朗普周三表示，在德黑兰完全遵守“真正协议”之前，美国军队将继续部署在伊朗及其周边地区，并警告任何违约行为都将引发比以往任何时候都更大规模的军事回应。 RFG Advisory首席投资官里克-韦德尔表示：“停火协议的存在以及双方都同意这一事实，让投资者有能力相信这种情况将在长期内自行解决。” 不过，他补充说，海峡关闭的时间越长，“重新开放一切的难度就越大，这种供应冲击持续的时间也越长。” 责任编辑：张俊 SF065

【有線新聞】武漢有人形機械人中心由訓練師示範動作，讓機械人模仿學習，再輸入數據庫，運作模式類似「幼兒園」。有業界人士表示看好當地的機械人產業前景，可望躋身全國前列。 位於武漢東湖高新區的人形機械人創新中心設有餐廳、工廠等不同生活場景，數十部機械人在中心內接受沖咖啡、做實驗等各種課程。「訓練師」透過手掣輔助作出指引示範，機械人「模仿」後，把數據上傳到雲端，經審核通過形成數據庫，輸入後機械人便算「學習成功」，有訓練師形容過程如同教導三歲小孩。訓練師瞿瓊彬：「其實是一個很有趣的過程，就是我可以讓它完成這個任務之後非常有成就感，就像教自己的孩子，感覺它長大了一樣。」 每名訓練師最多只可以對同一任務採集20條數據，以免太過「刻板」。訓練師李瑞：「數據的『泛化』其實就是像比如說我做的這種是收拾茶几的，一個家庭的物品是非常多的，再加上擺放位置也不一樣，所以我們就必須要就是每一種情況都要考慮到，然後就是物品就要擺放到各種各樣的位置。」 全國首間人形機械人7S店去年11月在武漢光谷開業，集銷售、配件、培訓等於一身。人形機械人7S店銷售經理金洋：「目前大家進店來諮詢的話都是問我們機器人能不能做一些幫助他們分擔家務啊、能不能倒垃圾、能不能拿快遞，就是能不能走進生活裡面，大部分都是問的這個。未來的話，我們7S店的發展首先我們的價格肯定會越來越低，到時候就會跟汽車一樣，就是可能會走進我們的千家萬戶。」 由湖北製造13款共31台機械人今年首次集中亮相，業界相信當地的機械人產業繼續發展可望躋身全國前列。