泰格医药公告，近日，公司收到招商银行股份有限公司杭州市分行出具的《贷款承诺函》，主要内容如下：借款金额不超过9亿元，即不超过回购金额上限的90%；借款期限不超过36个月；借款用途专项用于回购杭州泰格医药科技股份有限公司股票。

伊朗最高领袖穆杰塔巴·哈梅内伊今天（5月26日）发表声明指出，伊朗及地区抵抗阵线在“第三次强加之战”中取得了显著胜利，动用大量导弹和无人机，从陆地、空中和海上发起打击。（CCTV国际时讯）

The Lincolnshire seaside town is often written off by YouTubers as a place defined by deprivation and decline. But for many young people it's a place they love and are proud to call home, even though high unemployment limits their opportunities. The Guardian follows 19-year old Cohen, who is desperate to find a permanent job while running a mascot hire company and chasing his dream of becoming a professional wrestler This video is part of a year-long project, Against the tide, from the Guardian’s Seascape series, reporting on the lives of young people in coastal communities across England and Wales Continue reading...

中胤时尚公告，持股5%以上股东温州华胤股权投资合伙企业（有限合伙）于2026年5月25日解除质押900万股，占其持股40.00%、占公司总股本3.75%，该笔质押自2022年2月15日开始。解除后其已质押股份降至800万股，占其持股35.56%、占公司总股本3.33%。华胤投资合计持股22500104股，占公司总股本9.38%。

在法網女單首圈止步的中國球手鄭欽文賽後落淚。 中國網球員鄭欽文表示︰「當然，輸掉比賽對我來說很難接受，但‥‥‥」 鄭欽文在記者會多次因落淚暫停答問，她說，對法網有期望，沒想過第一圈出局，對方打得很好，自己則很不順心，發揮很差，是一常非常沉重的失利，必須接受及振作，或者有助她換個角度看待問題，但需要時間消化一切，希望強勢回歸。 上屆打入八強排名56的鄭欽文，對波蘭球手確蓮絲卡有32次大意犯錯，輸4-6及0-6，首圈出局。

總督察何兆東涉收受賄款，協助商人在多宗調查中獲優待，判囚30個月。

Chip Somodevilla/Getty Images News President Donald Trump said he told leaders of Saudi Arabia, Qatar, Pakistan, Turkey, Egypt and Jordan that they should join the Abraham Accords to normalize relations with Israel as part of a deal to end the Iran war. "I stated that, after all the work done by the United States to try and pull this very complex puzzle together, it should be mandatory that all of these Countries, at a minimum, simultaneously, sign onto the Abraham Accords," Trump posted on Truth Social. "It may be possible that one or two have a reason for not doing so, and that will be accepted, but most should be ready, willing, and able to make this Settlement with Iran a far more Historic Event than it would, otherwise, be," he stated. Trump called on Saudi Arabia and Qatar to immediately sign the Abraham Accords, followed by the rest. If they are not willing to sign, they shouldn't be part of the deal to end the Iran war "in that it shows bad intention," he added. The president also called on Iran to sign the accords and noted that negotiations with Tehran were "proceeding nicely." The Abraham Accords are a set of agreements aimed at normalizing diplomatic ties between Arab nations and Israel, brokered by the U.S. during Trump's first term in 2020. The UAE and Bahrain were the first to sign on to the accords. Pakistan has rejected Trump's proposal. "I don't think we should join any such accord which clashes with our fundamental ideologies," Defense Minister Khawaja Asif told local media. The remaining countries have not yet responded publicly to Trump's demand. A Saudi source told CNN that Riyadh's stance on the accords remains the same — it will only normalize ties with Israel once there is an irreversible pathway to a Palestinian state. More on Iran war Iran: It Ain't Over 'Til It's Over The US-Iran War: Deal Unlikely, Brace For Inflationary Shock Commodities: Oil Trades Lower As U.S.-Iran Deal Noise Grows Oil slips 6% on US-Iran peace hopes; Carlyle warns o...

5月26日，外交部发言人毛宁主持例行记者会。有记者问：我们注意到巴基斯坦总理夏巴兹刚刚结束访华，发言人能否进一步介绍访问情况以及此访的主要成果和亮点。毛宁表示，巴基斯坦总理夏巴兹于5月23日至26日对中国进行正式访问，这是中巴建交75周年之际，两国间的一次重要高层交往，是对中巴特殊友好关系的巩固和提升。这次访问有三大亮点：一是元首外交领航，彰显中巴关系的战略性。二是务实合作支撑，彰显中巴关系的互利性。三是国际协作增色，彰显中巴关系的引领力。中方愿同巴方以建交75周年为契机，深化高水平政治互信、高水平务实合作、高水平安全合作、高水平国际协作，谱写中巴关系的新篇章。（央视新闻）

OpenAI首席执行官萨姆·奥特曼周二表示，人工智能的快速发展和应用不会导致全球“就业末日”，这项技术也没有像他曾经担心的那样抢走那么多白领工作。 奥特曼在悉尼举行的澳大利亚联邦银行（CBA）会议上表示，他最初确实担心人工智能对全球就业水平的影响。 他表示，对于OpenAI在2022年推出ChatGPT时做出的技术层面预判，他和他的高管们“大致正确”；但在其带来的社会与经济影响方面，他们的看法“大错特错”。 “我很高兴我的判断是错的，我原以为现在入门级白领工作岗位的减少幅度会比实际情况更大，”奥特曼在接受澳大利亚联邦银行首席执行官马特·科明采访时表示。 “如今我更明白为何事态并未朝着预想的方向发展，对此我心怀感激，但在这件事上，我的直觉确实出现了偏差。 有人说：‘你本可以让世人少受许多恐慌言论与悲观论调的困扰。’但在当时，我认为人工智能确实存在实实在在的风险，理应公开探讨，而且这种风险如今依旧存在。” 奥特曼周二没有透露任何就业数据，不过他此前曾表示，随着人工智能不断发展，整个行业或将出现裁员潮。 奥特曼表示，他意识到尽管人工智能在众多行业和岗位中发挥的作用愈发重要，但工作中仍有无法被取代的“人类部分”。 他透露自己曾借助人工智能回复斯莱克平台消息和邮件，不过如今部分内容又改为亲自回复。 他称：“我之前让AI代为回复信息，并标注‘此为萨姆的人工智能代答’。这件事也让我真切体会到，人们终究还是更看重人与人之间的交流。” “我们非常重视与人之间的互动，而这项工作占据了我大量的时间，我无法想象自己会在短期内将其外包给人工智能。” 他说，正是这种认识让他相信，许多工作中所需的人际互动不会被人工智能取代。 “这确实让我意识到，就业形势很可能与我们之前想象的截然不同，无论从积极还是消极的角度来看都是如此。”他说道。 “我不认为我们会面临某些业内公司所鼓吹或谈论的那种就业末日。” 责任编辑：于健 SF069

Wakefield said it was "vital in a democracy that voters are given a choice of who they want to vote for".

据伊朗半官方的塔斯尼姆通讯社援引伊朗伊斯兰革命卫队的声明报道，革命卫队向一架进入波斯湾地区伊朗领空的美国F-35战斗机和数架无人机开火。 革命卫队称防空部队击落了一架MQ-9无人机；其他飞机被迫撤离。 警告美国不得违反停火协议。 责任编辑：何云

Oil rebounded as fresh US military strikes in Iran clouded the outlook for an interim deal between Tehran and Washington to reopen the Strait of Hormuz. Stephen Stapczynski reports. (Source: Bloomberg)

格隆汇5月26日｜浙商证券研报指出，巴比食品是一家中式面点连锁企业，特许加盟店/团餐双轮驱动收入增长。2025年特许加盟店/团餐业务收入占比分别75%/23%，2020-2025年加盟店/团餐业务收入CAGR分别为11.1%/27.1%，其中团餐业务收入占比从14%提升至23%。26年有望实现新开1000+门店（新开的手工小笼包门店中预计70%为传统门店升级），单店收入有望保持稳健。公司解码手工小笼包新店型，手工小笼包新店型解决了此前单店收入增速阶段性承压的核心问题，为公司后续经营的重点，因此有望“再造一个新巴比”。考虑到巴比食品作为中式面点连锁龙头，巴比品牌单店收入现已逐步企稳回升，向好趋势持续巩固，内生外延拓店持续进行；小笼包新店型打造优质单店模型，拉动单店向上，成长空间广阔，给予2026年25-30XPE，维持“买入”评级。

The Green party has announced its new candidate in the Makerfield byelection. Sarah Wakefield, a councillor on Manchester city council, will stand for the party after its initial candidate withdrew from the race. Wakefield said she was proud to represent the Greens in the byelection. “It is vital in a democracy that voters are given a choice of who they want to vote for. “Together we can bring back the hope that politics can create a better life for ourselves and our children. This is what the Green party represents. “We showed in Gorton and Denton we can take on and beat Reform, whose backward-looking and divisive politics needs to be challenged head-on with a message that the future can be better and fairer than the failed status quo. Don’t vote in anger, vote in hope.” More details soon …

For Immediate Release Chicago, IL – May 26, 2026 – Stocks in this week’s article are Micron Technology, Inc. MU, Murphy USA Inc. MUSA and Vertiv Holdings Co VRT. Micron & 2 Other Momentum Stocks to Buy Now for Big Upside Investors seeking exceptional returns should focus on Wall Street’s strongest momentum names. To identify stocks with continued upside potential, they can follow Richard Driehaus’s celebrated “buy high and sell higher” strategy, which earned him a place on Barron’s All-Century Team. By applying the Driehaus strategy, Micron Technology, Inc., Murphy USA Inc. and Vertiv Holdings Co have emerged as strong momentum plays and attractive buying opportunities. A Deep Dive Into Richard Driehaus’s Winning Investment Strategy Regarding the strategy, Driehaus once said: “I would much rather invest in a stock that’s increasing in price and take the risk that it may begin to decline than invest in a stock that’s already in decline and try to guess when it will turn around.” In line with this insight, the American Association of Individual Investors (“AAII”) considered the 50-day moving average as one of the key criteria when creating a portfolio in line with Driehaus’ philosophy. It is calculated by dividing the numerator (month-end price minus 50-day moving average of month-end price) by the 50-day moving average of the month-end price. Another momentum indicator — positive relative strength — has also been included in this strategy. A positive percentage 50-day moving average indicates that the stock is trading at a price higher than its 50-day moving average level, indicating an uptrend. Moreover, AAII found that Driehaus primarily focuses on strong earnings growth rates and impressive earnings projections to pick potential outperformers. Companies with a strong history of beating estimates are also given importance in this strategy, which was made to provide better returns over the long term. You can see the complete list of today’s Zacks #1 Rank stocks here...

For Immediate Release Chicago, IL – May 26, 2026 – Stocks in this week’s article are Micron Technology, Inc. MU, Murphy USA Inc. MUSA and Vertiv Holdings Co VRT. Micron & 2 Other Momentum Stocks to Buy Now for Big Upside Investors seeking exceptional returns should focus on Wall Street’s strongest momentum names. To identify stocks with continued upside potential, they can follow Richard Driehaus’s celebrated “buy high and sell higher” strategy, which earned him a place on Barron’s All-Century Team. By applying the Driehaus strategy, Micron Technology, Inc., Murphy USA Inc. and Vertiv Holdings Co have emerged as strong momentum plays and attractive buying opportunities. A Deep Dive Into Richard Driehaus’s Winning Investment Strategy Regarding the strategy, Driehaus once said: “I would much rather invest in a stock that’s increasing in price and take the risk that it may begin to decline than invest in a stock that’s already in decline and try to guess when it will turn around.” In line with this insight, the American Association of Individual Investors (“AAII”) considered the 50-day moving average as one of the key criteria when creating a portfolio in line with Driehaus’ philosophy. It is calculated by dividing the numerator (month-end price minus 50-day moving average of month-end price) by the 50-day moving average of the month-end price. Another momentum indicator — positive relative strength — has also been included in this strategy. A positive percentage 50-day moving average indicates that the stock is trading at a price higher than its 50-day moving average level, indicating an uptrend. Moreover, AAII found that Driehaus primarily focuses on strong earnings growth rates and impressive earnings projections to pick potential outperformers. Companies with a strong history of beating estimates are also given importance in this strategy, which was made to provide better returns over the long term. You can see the complete list of today’s Zacks #1 Rank stocks here...

财联社5月26日讯（记者 王碧微） MLCC（多层片式陶瓷电容器）行业正在出现近三年来最明确的价格反转信号。 国际厂商村田（Murata ）、太阳诱电（Taiyo Yuden）先后在4月、5月涨价，国内厂商也在近期随之跟涨。 “ 目前国内较知名的MLCC厂商除了昀冢为了订单没涨价，其他家基本上最近都涨了。 近期，高端的普遍涨价30%以上， 中低端的涨价在20%左右。”一位MLCC产业链人士告诉财联社记者。 随着售价的走高，近日，A股MLCC板块集体向好，其中 风华高科 （000636.SZ）一周内股价涨幅超50%、 三环集团 （300408.SZ）涨超30%、 国瓷材料 （300285.SZ）涨超25%。 MLCC是电子设备电路中用于稳定供电、滤除干扰信号的核心被动元件，广泛应用于手机、汽车、服务器等几乎所有电子产品，被称为“电子工业大米”。 此前三年，MLCC价格与需求持续低迷，直至去年年底开始传来反转信号。今年2月27日，财联社记者曾就此进行过报道： 《“供不应求”“过年没放假” MLCC厂商已过“至暗时刻” 高容现货较低点提价超10%》 。 TrendForce集邦咨询分析师陈惟圣向财联社记者表示，目前应用于AI数据中心的高端MLCC需求持续畅旺，相关产能接近满载。高端产能的紧张正在向消费级市场传导，日韩厂商将产能向AI方向倾斜，消费级MLCC供给随之收窄，渠道代理商开始预防性囤货。 经历近三年的价格下行后，MLCC行业的涨价周期已正式启动。 AI服务器需求翻倍 消费级被动跟涨 与存储涨价逻辑类似，这一轮涨价的源头在AI服务器。 英伟达GPU的代际迭代正在带动MLCC用量成倍增长。根据TrendForce集邦咨询数据，英伟达GB200单板搭载约6500颗MLCC，下一代Rubin因热设计功耗（TDP）翻倍，单板用量接近12000颗。 集邦咨询同时指出，英伟达下一代VR200 NVL72服务器的整机MLCC用量将达到约60万个，较GB300平台提升超过30%，电压规格横跨2.5V至上千V。 微软、亚马逊云科技、谷歌、Meta等北美云服务商的ASIC（专用集成电路）自研芯片及CoWoS先进封装订单持续放量，进一步支撑高端MLCC的需求。 AI服务器需要如此大量MLCC，核心原因在于GPU功耗的大幅提升。根据 中信建投 研报，以英伟达GB200为例，晶体管数量达20...

Sundry Photography/iStock Editorial via Getty Images Industry frontrunners are likely to benefit the most from the windfall of business that is taking place in AI infrastructure right now. All participants are taking measures to position themselves to capitalize on this, but few are doing it as well as Broadcom ( AVGO ). The latest news out is that Broadcom has partnered up with other major industry players, such as Meta ( META ), Applied Materials ( AMAT ), and GLOBALFOUNDRIES ( GFS ), to launch a $125M AI chip research laboratory at UCLA. This is further evidence that Broadcom is clearly interested in cementing its place at the top of the heap when it comes to building the latest AI infrastructure. The Meta Collaboration Isn't Just Another Deal Working together with major industry titans like Meta on this UCLA research laboratory isn't just another garden-variety deal. Rather, it should be seen as the roadmap for where the entire AI infrastructure ecosystem is headed. Meta is one of the world's top hyperscalers , but even it has run into limitations with the generalized hardware currently available on the market. They want, and ultimately need, specialized infrastructure solutions that will create more efficient systems while also lowering the total cost of ownership. Broadcom's job is to fulfill those needs by working with Meta to create custom AI chips that suit their specifications, and they already work closely with Meta to do so. Tying oneself to a major customer like this can be a major catalyst for growth. If Broadcom continues to create satisfactory materials that Meta can utilize for its applications, then this becomes a lasting partnership that benefits both companies. That is what this UCLA research deal is all about, and it is a promising sign for investors that Broadcom is serious about deepening its business relationships with major AI players. Broadcom Solidifies Role as Custom Silicon Provider The shift in the style of work that semiconductors do h...

格隆汇5月26日｜国务院新闻办公室举办国务院政策例行吹风会，介绍《关于推行常住地提供基本公共服务的实施意见》（简称“《实施意见》”）有关情况。国家发展改革委副主任郑备表示，推动公共服务随人走，要以居住证和居住年限互认为抓手，促进公共服务继续享有。《实施意见》明确，推广居住证互通互认、常住年限或常住积分转换等，保障流动人口连续享有基本公共服务。这意味着：当常驻地发生变化时，在前一个城市的居住年限可以在当前所在城市，以一定的方式累积或折算，从而继续享有公共服务。

Sundry Photography/iStock Editorial via Getty Images Industry frontrunners are likely to benefit the most from the windfall of business that is taking place in AI infrastructure right now. All participants are taking measures to position themselves to capitalize on this, but few are doing it as well as Broadcom ( AVGO ). The latest news out is that Broadcom has partnered up with other major industry players, such as Meta ( META ), Applied Materials ( AMAT ), and GLOBALFOUNDRIES ( GFS ), to launch a $125M AI chip research laboratory at UCLA. This is further evidence that Broadcom is clearly interested in cementing its place at the top of the heap when it comes to building the latest AI infrastructure. The Meta Collaboration Isn't Just Another Deal Working together with major industry titans like Meta on this UCLA research laboratory isn't just another garden-variety deal. Rather, it should be seen as the roadmap for where the entire AI infrastructure ecosystem is headed. Meta is one of the world's top hyperscalers , but even it has run into limitations with the generalized hardware currently available on the market. They want, and ultimately need, specialized infrastructure solutions that will create more efficient systems while also lowering the total cost of ownership. Broadcom's job is to fulfill those needs by working with Meta to create custom AI chips that suit their specifications, and they already work closely with Meta to do so. Tying oneself to a major customer like this can be a major catalyst for growth. If Broadcom continues to create satisfactory materials that Meta can utilize for its applications, then this becomes a lasting partnership that benefits both companies. That is what this UCLA research deal is all about, and it is a promising sign for investors that Broadcom is serious about deepening its business relationships with major AI players. Broadcom Solidifies Role as Custom Silicon Provider The shift in the style of work that semiconductors do h...

George Alexander Muthoot, Managing Director at Muthoot Finance, discussed the recent gold import hike in India and said he will look to raise funds via external commercial borrowings to diversify its funding base this fiscal year. He speaks exclusively with Paul Allen on Insight with Haslinda Amin. (Source: Bloomberg)

Palantir Technologies Insider Sold Shares Worth $43,524,501, According to a Recent SEC Filing marketscreener.com

财联社5月26日讯（编辑 王蔚） 近期，新股申购的赚钱效应再度显现，不少理财公司抓住机会，密集推出打新策略型理财产品。随着A股和北交所新股发行频率加快，新股上市后持续出现高溢价行情，银行理财市场的“打新”主题产品也迎来一波发行小高峰。那么，已发行的银行打新理财产品收益率到底如何？ 财联社据相关渠道数据统计，从收益水平来看，打新策略理财产品均取得了较为亮眼的表现，有可查数据的10只产品今年以来收益全线飘红，部分理财产品更是实现了超6%的年化收益。 产品收益全线飘红，部分超6% 据联合智评统计数据，截至5月26日，市面上存续20只打新理财产品（产品名称中含“打新”），发行机构涉及光大理财、建信理财、中银理财、兴银理财和北银理财。此外，工银理财还发售了两只港股IPO策略理财产品，均采用私募形式。有数据的20只打新策略产品信息如下图所示： 数据来源：联合智评，财联社整理 从当前存续的打新策略理财产品数据来看，银行理财公司在该类产品上的布局已初具规模，产品形态多样，收益表现分化明显。首先在产品设计层面，风险等级以二级（中低风险）为主，少数产品为三级（中风险）；投资性质上，固定收益类与混合类各占一定比例，前者主打固收打新增强，后者权益仓位更高，弹性更大，满足了不同风险偏好的投资者需求。 从收益水平来看，19只有数据的打新策略理财产品均取得了较为亮眼的表现。 其中，中银理财旗下多只固收增强类打新产品表现突出。今年1月成立的“稳富固收增强打新策略14天持有期”成立以来年化收益达到6.17%；“稳富固收增强打新策略90天持有期”成立以来年化6.05%，今年以来更是达到6.17%；“稳富固收增强打新策略7天持有期”今年以来年化收益为5.84%。 兴银理财的两只定开型混合类产品也取得了不错的回报。“富利兴易打新九个月定期开放5号”成立以来年化3.78%，今年以来年化4.99%，年内收益明显更优；“富利兴易打新六个月定期开放1号”成立以来年化3.23%，今年以来年化4.90%，同样体现了近期收益改善的趋势。 富利兴易打新九个月定期开放5号在2026年一季报中表示，产品为全市场对冲打新策略，报告期内，A股主板、科创板、创业板新股发行保持常态化推进，发行节奏整体平稳，标的基本面稳健，收益确定性较强。 管理人严格执行既定策略，审慎开展报价与申购管理，积极全面参与各板块符合标准的新股网下申购，持续...

财联社5月26日讯（编辑 李响） 2026年的公募基金市场，随着权益市场和债券市场双双走强，限购已成为部分绩优产品的标配动作。财联社关注到，从权益到固收，从国内到海外，各类基金纷纷加入“限量发售”行列，其中债券型基金暂停大额申购数量最多，达到673只，占比高达58.98%。 不过，在公募“限量款”基金的业绩方面，并非所有大额限购基金业绩表现均较为突出，不少“限量款”基金今年甚至亏损超10%。 业内人士表示，绩优产品虽然是限购潮的主力军，尤其是热门赛道，有助于保障投资策略的有效性，但仍有不少产品为应对“流动性管理”，自身业绩并不理想，在选择限购产品时还需关注其背后的真实限购原因、基金经理的长期业绩稳定性以及底层资产的风险收益特征，切勿盲目追捧“限量”标签。 截至5月25日，财联社据Wind数据统计，公募基金市场中暂停大额申购的开放式基金（非货币基金）一共有1141只（合并口径），其中债券型基金最多，一共有673只，占比58.98%；混合型基金有246只，占比21.56%；QDII基金有125只，占比10.96%；股票型基金有97只，占比8.50%。 据财联社梳理，数量最多的债券型基金中，暂停大额申购产品总规模为8357.77亿元，规模占比约11%，其中头部表现较好的以偏债混合型为主，投资范围内均包含部分权益资产。 图：今年业绩表现前二十的大额限购债基 数据来源：Wind，财联社整理 比如，今年以来表现最好的限购债基“财通收益增强债券A”，今年至今的收益表现达到14.98%，在同类1464只产品中排名12，表现较为突出。一季报显示，该基金纯债部分主要配置中低久期利率债和高评级信用债，注重流动性和收益的平衡，在转债部分，整体仓位有所下降，结合正股价值和转债估值进行择券，动态调仓优化组合。与此同时，在股票方面，仓位保持相对稳定，个股选择上综合考量公司经营状况、成长空间、估值匹配度等因素，行业配置较为均衡。 而对于纯债限购基金方面，今年表现最好的为“中信保诚稳达A”，年内收益2.84%，不过产品规模仅2.05亿元。 有基金业内人士对财联社表示，纯债基金限购，主要与当前债券市场收益率处于历史低位区间有关，优质的高息资产稀缺，开放限购既会面临“有钱没券”的尴尬，也会降低老客户的收益体验，加剧净值波动。 值得注意的是，基金开启大额限购并不等同于基金业绩表现突出。财联社注意到，部分大...

Ratana21/iStock via Getty Images Manager perspective and outlook In managing the fund, we employ an intrinsic value approach to stock selection. It should be noted that the portfolio is not constructed based on a short-term macroeconomic view. Instead, positioning is driven by a bottom-up stock selection process based on our estimate of intrinsic value, which is based on a company's future cash flows. We seek to create wealth by maintaining a long-term investment horizon and by investing in companies that we believe are significantly undervalued on an absolute basis. Given our focus on intrinsic value and our long-term investment horizon, at quarter end, the fund was positioned with greater exposure to economically sensitive stocks compared to its peers. Following the outperformance of large-cap stocks over small-cap stocks in recent years, we see greater long-term upside to intrinsic value in many small-caps compared to large-caps. At quarter end, the difference between the market prices of the fund's holdings and our estimates of their intrinsic value was attractive, in our view. Although there is no assurance that market value will ever reflect our estimate of the fund's intrinsic value, we believe the gap between price and estimated intrinsic value indicated attractive long-term capital appreciation potential. Top issuers (% of total market value) Fund Index Coherent Corp 2.72 0.42 Becton Dickinson & Co 2.44 0.00 Rentokil Initial PLC 2.13 0.00 Rambus Inc 2.12 0.00 Cenovus Energy Inc 2.05 0.00 Entegris Inc 2.04 0.15 Phillips 66 2.00 0.70 Waters Corp 1.98 0.20 NRG Energy Inc 1.96 0.00 Medtronic PLC 1.93 0.00 Click to enlarge As of 03/31/26. Holdings are subject to change and are not buy/sell recommendations. Portfolio positioning US financial markets had a volatile first quarter, marked by shifting monetary policy expectations, geopolitical instability and uneven economic data. This volatility provided an opportunity for us to purchase stocks with what we saw as a...