Meta Platforms据称计划于5月20日进行首次大规模裁员，预计将占总员工人数的10%。（财联社）

格隆汇4月18日｜欧洲央行管委卡扎克斯：我还不确定下一次利率调整将会是加息。

imaginima/E+ via Getty Images The Business Headquartered in Texas, Public Storage ( PSA ) is in the business of self storage. This REIT owns, develops and operates self storage facilities that lease units on a month-to-month basis. At December 31, 2025, PSA operated 3,533 facilities ( spanning 258 million net rentable square feet ) across 40 states, with ownership interest in 3,171 of them. This business began operations in 1972 and was serving over 2 million customers by the end of 2025. The credit rating agencies are suitably impressed with this self storage juggernaut and so are we. Q4-2025 Supplement The Acquisition The above numbers provide a snapshot of what was at the end of last year. December 31, 2026 is expected to look quite different, with PSA's acquisition of National Storage Affiliates Trust ( NSA ). The REIT made its plans public on March 16 and quoting from the press release , NSA "owns more than 1,000 self-storage properties totaling 69M rentable square feet and 550,000 units across 37 U.S. states and Puerto Rico". NSA has around 66% of its properties focused in the Sunbelt states, as defined by the Company ( the fine print in the snapshot below notes what NSA considers the Sunbelt ). NSA March 2026 Presenation This PSA-NSA deal is an "All-Stock" transaction, with a 0.14 exchange ratio. ...holders of NSA common shares and operating partnership units will receive 0.14 of a share of PSA common stock or partnership units for each NSA share or unit they own, representing a total consideration of $41.68 per share based on PSA’s closing share price on March 13, 2026. Source: Press Release The acquisition also includes the creation of a joint venture with the limited partners of NSA financed with around $2.2B in secured debt, including a $240M mezzanine loan from PSA. As far as assumption of liabilities is concerned, the acquirer will repay NSA's bank debt and senior unsecured notes. Additionally, PSA will assume NSA's mortgage debt, along with Series A/B/...

格隆汇4月18日｜欧洲央行管委卡扎克斯：我还没看到太多溢出效应。

Tesla (TSLA) is on track to end the trading week nearly 15% higher as the EV maker hopes to snap its eight-week-long losing streak. Yahoo Finance Senior Autos Reporter Pras Subramanian dissects what has been driving the stock's move higher and what to expect from Tesla's earnings this Tuesday, April 22.

格隆汇4月18日｜欧洲央行管委卡扎克斯：金融环境趋紧正在为欧洲央行发挥一定作用。

vladispas/iStock Editorial via Getty Images Few things are as important as following your convictions if you're a valuation-oriented investor. In this article, I will be covering a company that represents a "lesson" for this very accurately. Alstom has been part of my portfolio for many years. I bought it expensively, loaded up when the company was sub-€20/share, and followed my PT ranges given in my last article, which you can find here and which are now close to 10 months old. As of the drop today, it's easy to say that a development like this should have been forecasted, but doing so is never easy, especially when the reasons for the drop we're seeing today are as fundamental as what I will show you here. However, the core of value-oriented investing is determining a solid PT and sticking to it. Sticking to it means that when your PT is reached, you make an active decision whether to stick around or not. In my last article, where I reiterated my PT of €29/share, I also made it clear that in the case the company fulfills this requirement, I might be rotating. When the company hit €28/share, alerts went off, and I sold about 80% of my position at a significant profit. That means that my current position, exposed to the significant decline the company is seeing today, is less than 25% of the original. Furthermore, the original cost basis for this position is less than €20/share, which means that despite the drop, my cost basis ensures that I am not in the negative here. This doesn't make it a "good investment" as such, given that I lost some of my returns. So one of the things I will look at in this piece is whether this development is something that could have been reasonably forecasted based on the last 12 months of indicators. A 20%+ Drop In A Day - Overreaction, Or Fair Estimate For The Future Upside? In my last article I made it clear that the risks for Alstom SA ( ALSMY ) involve its historical volatility. This volatility seems to have come home to roost - or ...

The Iran war's timeline followed the typical market reaction to major geopolitical events in history.

格隆汇4月18日｜欧洲央行管委卡扎克斯：我们仍然处于密切监测状态。

格隆汇4月18日｜欧洲央行管委卡扎克斯：如果经济走向衰退，可能需要降息。

格隆汇4月18日｜三位知情人士表示，Meta Platforms(META.O)计划于5月20日实施今年首轮大规模裁员，后续还将有进一步裁员。其中一位消息人士称，作为首轮裁员的一部分，公司将裁减约10%的全球员工，约接近8000人。公司还计划在今年下半年进一步裁员，但具体时间和规模等细节尚未敲定。消息人士补充称，管理层可能会根据人工智能能力的发展情况调整计划。Meta今年的裁员将是该公司自2022年底至2023年初那轮被称为“效率之年”重组以来规模最大的一次，当时公司裁减了约2.1万个岗位。此次公司财务状况更为稳健，但管理层设想未来将通过人工智能辅助员工实现更少管理层级和更高效率。根据最新披露，截至去年12月31日，Meta拥有约7.9万名员工。

格隆汇4月18日｜欧洲央行管委卡扎克斯：我不会反对对今年加息两次的押注。

The rise of sports-betting apps and prediction markets has turbocharged teen gambling on games — and parents often have no idea.

Key PointsMidwest Heritage Bank added 74,881 shares of Dimensional Global Core Plus Fixed Income ETF (DFGP)

格隆汇4月18日｜市场消息：精神航空（Spirit Airlines）因油价飙升威胁复苏，寻求美国政府援助。精神航空已向特朗普政府申请数亿美元的紧急资金支持。

Oracle Corporation stock (US68389X1054): Is cloud and AI momentum strong enough to drive sustained g AD HOC NEWS

Taiwan Semiconductor plans to commence trial production of sub-1nm advanced processes by 2029, with Apple expected to be the first to adopt them. Moomoo

The iPhone has become one of the dominant players in China's smartphone market and continues to press its advantage.

Key PointsSmartphone sales are falling in China, but Apple's sales grew.

Palantir Selected to Compete on New FAA AI Tool marketscreener.com

It’s not a given that the European Central Bank ’s next move on interest rates will be a hike, according to Governing Council member Martins Kazaks . While he currently sees no reason to challenge market expectations for two increases this year, that’s just one of several scenarios. In the meantime, policymakers still have time to assess the economic damage caused by the Iran war. “If shortages set in very quickly and tilt the economy closer to a recession, inflation pressures may turn out to be much, much weaker,” Kazaks said in an interview in Washington. “Then, of course, you might need to switch your monetary policy in the opposite direction,” he added. “You might need to cut.” Officials are examining how energy disruptions from the Middle East are affecting the economy. In Europe, inflation has surpassed the 2% goal, confidence has plummeted and uncertainty about a lasting resolution to the conflict persists. While the ECB says it’s ready to act if needed, officials are likely to stand pat at this month’s meeting. President Christine Lagarde told Bloomberg Television this week that the ECB doesn’t have a tightening bias, while Slovenian central-bank chief Primoz Dolenc suggested declining energy prices could mean interest-rate increases aren’t needed at all. Estonia’s Madis Muller was among those arguing that there’s no need to rush into action, while his Finnish colleague Olli Rehn said “calm judgment will prevail over haste” and Martin Kocher of Austria warned against preemptive rate action. Financial markets and economists expect a quarter-point increase in the deposit rate in June, to 2.25%. Traders are still leaning toward a second move by year-end — despite signs that the Strait of Hormuz is reopening . Kazaks said the ECB’s meeting-by-meeting stance means “by definition that all meetings are live” — even though that “does not mean that we need to necessarily move.” “We’re still very much in a monitoring mode: we’re cautious to see what happens with spill...

Cursor, a popular AI-powered code editor, is currently involved in a $2B funding round that would elevate its valuation to more than $50B, according to a report by Bloomberg, citing people familiar with the deal. The tech-focused venture capital firm Andreessen Horowitz was named as a co-leader in the round, the report said. Thrive Capital and Nvidia ( NVDA ) are also expected to participate. Nvidia CEO Jensen Huang has regularly discussed his respect for Cursor and indicated that all the developers at his company use it. AI-assisted coding has emerged as one of the most popular uses of the rising technology. Anthropic's ( ANTHRO ) Claude Code and OpenAI's ( OPENAI ) Codex have both gained traction among individual developers and enterprises. Cursor's annualized revenue surpassed $2B in February, according to Fortune . It is estimated that 67% of Fortune 500 companies are utilizing Cursor. Its platform generates 150M lines of enterprise code every day. The startup was founded in 2023 by four recent MIT graduates, including Michael Truell, who serves as CEO. More on Nvidia, Anthropic, OpenAI Nvidia Stock Looks Like A Buy (Technical Analysis) Nvidia: I'm Finally Convinced (Rating Upgrade) Nvidia And Its Real Value SA analyst upgrades/downgrades: NVDA, VZ, MRVL, HIMS DeepSeek enters talks to raise $300M to better compete with frontier AI labs: report

If you're looking for high-yield stocks that can give you decades of solidly growing passive income, the midstream energy space is still one of the best places to look. These master limited partnership (MLP) pipeline stocks essentially act like energy toll rolls, generating highly predictable, robust cash flow that they pay out to stockholders in the form of distributions. While they can come with a little extra paperwork come tax time, they also have the added benefit of a large percentage of these distributions often being tax-deferred. While the sector has gotten a boost along with other energy stocks over the war with Iran, MLPs are still trading at historically attractive valuations and have solid growth prospects. Between 2011 and 2016, the sector traded at an average of 13.7 times on an enterprise value (EV) -to- EBITDA (earnings before interest, taxes, depreciation, and amortization) ratio, while today they generally trade at 11 times or below. Let's look at four midstream MLPs that can provide you with decades of passive income. Continue reading

Oracle offers a safer way to play AI as risk rises across high-flying tech stocks.

格隆汇4月18日｜Meta Platforms(META.O)盘中拉升，现涨近2%。

Intel stock has rallied sharply ahead of its earnings report, along with chip-equipment leader Lam Research.

据三名知情人士透露，扎克伯格旗下Meta计划于5月20日开展今年首轮大规模裁员，随后还将有更多裁员动作。这家Facebook和Instagram的所有者将在首轮裁员中削减其全球约10%的劳动力，即接近8,000名员工。该公司计划在今年下半年进行进一步裁员，尽管这些裁员的细节（包括日期和规模）尚未敲定。高管们可能会根据人工智能（AI）能力的最新进展来调整计划。 3月份消息称，该公司计划裁撤其全球20%或更多的劳动力。（路透）

Exclusive: Meta targets May 20 for first wave of layoffs; additional cuts later in 2026 Reuters

Jonathan Kitchen Short sellers are concentrating their bets heavily in the mid-cap space as of mid-April. The following list ranks the 10 most heavily shorted mid-cap stocks by short interest as a percentage of float. These U.S.-listed primary tickers have market capitalizations ranging from approximately $2.4B to $8.6B, spanning sectors including application software, communications equipment, health care services, and biotechnology. The list is topped by SoundHound AI, Inc. ( SOUN ), with a short interest of 35.75% of float. Ondas Inc. ( ONDS ) and CleanSpark, Inc. ( CLSK ) follow closely behind, each with more than a third of their float sold short. Hims & Hers Health, Inc. ( HIMS ) and MARA Holdings, Inc. ( MARA ) round out the top five most heavily shorted names, with short interest percentages of 32.50% and 29.76%, respectively. Further down the list, Applied Digital Corporation ( APLD ) and Sphere Entertainment Co. ( SPHR ) also carry significant short positions, with short interest above 26%. Here is the list: SoundHound AI, Inc. ( SOUN ), Short interest: 35.75% Ondas Inc. ( ONDS ), Short interest: 34.11% CleanSpark, Inc. ( CLSK ), Short interest: 33.68% Hims & Hers Health, Inc. ( HIMS ), Short interest: 32.50% MARA Holdings, Inc. ( MARA ), Short interest: 29.76% Upstart Holdings, Inc. ( UPST ), Short interest: 29.14% Eos Energy Enterprises, Inc. ( EOSE ), Short interest: 29.03% Tango Therapeutics, Inc. ( TNGX ), Short interest: 28.29% Applied Digital Corporation ( APLD ), Short interest: 27.08% Sphere Entertainment Co. ( SPHR ), Short interest: 26.15% Mid-Cap ETFs: ( IJH ), ( VO ), ( IWR ), ( MDY ), ( VOE ), ( VOT ), ( SCHM ), ( IJK ), and ( IJJ ) More on mid cap stocks The 1-Minute Market Report, April 12, 2026 IJJ: Hold At Best As Inexpensive Mid-Caps Unlikely To Outmatch The Market The 1-Minute Market Report, April 5, 2026 Top rated ETFs with exposure to Alcoa, as company reports Q1 results Value is beating growth across the board this year

Earnings Call Insights: Fifth Third Bancorp (FITB) Q1 2026 Management View "Today, we reported earnings per share of $0.15 or $0.83 excluding certain items... Results reflect the February 1 closing of the Comerica acquisition." (Chairman, CEO & President Timothy Spence) "We remain confident that we will deliver $360 million of net cost savings this year and reach an $850 million annual run rate by the fourth quarter." (CEO Spence) "Commercial Payments, Newline continued to scale with revenue up 30% and deposits up $2.7 billion year-over-year." (CEO Spence) "We are closely evaluating the direct impacts of the war in Iran on energy and other commodities as well as the implications for prices, interest rates and customer activity." (CEO Spence) "Results exceeded our March expectations, driven by stronger NII, disciplined expense management and integration execution on plan." (Executive VP & CFO Bryan Preston) Outlook "We are updating our full year NII outlook to a range between $8.7 billion and $8.8 billion." (CFO Preston) "Full year noninterest income is expected to be between $4.0 billion and $4.2 billion." (CFO Preston) "Full year noninterest expense is expected to be $7.2 billion to $7.3 billion... and $360 million of net expense synergies in 2026." (CFO Preston) "We expect to resume regular quarterly share repurchases in the second half of 2026, with the amount and timing dependent on the balance sheet growth and the timing of the remaining merger-related charges." (CFO Preston) Compared with the prior quarter’s rate-curve assumption, management said the current outlook "reflects the forward curve at the end of March, which assumes no rate cuts or hikes in 2026." (CFO Preston) Financial Results "Revenue was $2.9 billion... and adjusted net income was $734 million." (CEO Spence) "Net interest income was $1.94 billion for the quarter... Net interest margin expanded 17 basis points to 330 basis points." (CFO Preston) "Adjusted noninterest income... was $921 million."...