Investors are piling into tech stocks again. As a fragile cease-fire holds in the Middle East and AI disruption fears fade, investors are finding a surprise safe harbor in everything from semiconductors to enterprise software. On Thursday, the S&P 500 and Nasdaq composite climbed to fresh record highs, extending a weeklong rally after President Trump said Israel and Lebanon have reached a 10-day cease-fire agreement and that the U.S. might hold discussions with Iran this weekend.

Mozilla is the latest legacy tech brand to make a play for the enterprise AI market. But the company behind Firefox and Thunderbird isn’t releasing its own standalone AI model or agentic browser. Instead, the newly announced Thunderbolt is being sold as a front-end client for users and businesses who want to run their own self-hosted AI infrastructure without relying on cloud-based third-party services. Thunderbolt is built on top of Haystack , an existing open source AI framework that lets users build custom, modular AI pipelines from user-chosen components. Thunderbolt acts as what Mozilla calls a “sovereign AI client” on top of that underlying infrastructure. The combo promises to let users easily plug into any ACP-compatible agent or OpenAI-compatible API (including Claude, Codex, OpenClaw, DeepSeek, and OpenCode). The system can also integrate with locally stored enterprise data through open protocols and use an offline SQLite database as a local “source of truth” for the model to reference. In conjunction with a locally run model that promises to let users control the entire stack of AI services, which could be an important consideration for businesses concerned about leaking their data to outside providers. Mozilla says Thunderbolt also offers "optional end-to-end encryption, and device-level access controls” for additional security. Read full article Comments

Key PointsGeopolitical shocks often result in market drawdowns of about 5% to 15%, but they often also feature quick rebounds.

Micron Technology Options Spot-On: On April 16th, 467.22K Contracts Were Traded, With 2.8 Million Open Interest 富途牛牛

Ross Gerber, Gerber Kawasaki Wealth and Investment Management co-founder, president and CEO, says Netflix is in a phenomenal position and just keeps printing money. Netflix reported earnings that topped analyst estimates, but its forecast fell short. Gerber speaks on "Bloomberg The Close." (Source: Bloomberg)

David Joyce, Seaport Research Partners senior analyst, says Netflix's full-year forecast reinforces that the company is still a growth stock, despite giving a forecast for the second quarter that fell short of analysts expectations. He speaks on "Bloomberg The Close." (Source: Bloomberg)

Gargolas/iStock via Getty Images The U.S. Department of Energy rejected a request from CenterPoint Energy ( CNP ) to allow the 60-year-old F.B. Culley coal plant in Indiana to close, Bloomberg reported Thursday, demonstrating the Trump administration's push to keep aging coal plants online that it says are needed to support an electric grid under stress from rising power demand. CenterPoint ( CNP ) had asked the DoE not to renew the stay-open mandate for the plant, saying that extending an order halting the planned December 2025 retirement would require millions of dollars in upgrades and lengthy outages to "support an inefficient and increasingly unreliable asset." The February 17 letter asked the DoE not to renew its December order keeping the plant open, but the agency extended that directive, along with another order for an Indiana coal unit owned by the Northern Indiana Public Service Company, through June 21 in March. "This letter shows that even utilities like CenterPoint admit that there is no grid emergency and that coal plants are too unreliable, expensive, and polluting to continue operating," Citizens Action Coalition program director Ben Inskeep told Bloomberg. More on CenterPoint Energy Houston, We Have A Winner In CenterPoint Energy CenterPoint Energy: A Particularly Well-Positioned Utility CenterPoint Energy Q4 2025 Earnings Call Presentation

AI infrastructure company Upscale AI is reportedly in talks to raise its third funding round since launching just seven months ago.

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J Studios/DigitalVision via Getty Images Stocks surged to another record close on Thursday as investors embraced renewed risk appetite, fueled by easing geopolitical concerns and robust economic data that reinforced optimism about the U.S. economy’s trajectory. Leo Nelissen , Investing Group Leader for Main Street Alpha, pointed to a return of the growth narrative that powered markets earlier this year. “Today’s market action showed more risk appetite, all fueled by the absence of any escalation in Iran and a return to the thesis that drove markets in January and February, which is the cyclical growth acceleration that continued to get confirmed by transportation earnings and leading indicators like the Philly Fed manufacturing survey,” Nelissen said. “As long as that’s the case, this market has legs.” The Philadelphia Fed Manufacturing Index delivered a significant upside surprise , jumping to 26.7 in April from 18.1 in March, far exceeding the consensus estimate of 12.0. The survey showed strong growth in new orders, though employment remained a weak spot. Analysts at Renaissance Macro Research noted, “It’s sunny in Philadelphia. Not much evidence U.S. factories are buckling under the shock to energy markets. Manufacturing surveys are buoyant.” Jurrien Timmer, director of global macro at Fidelity, highlighted the broader fundamentals supporting equities. “The saving grace for equities are strong fundamentals with a US economy firmly in mid-cycle, earnings estimates growing at double digits, and valuations not out of whack against metrics such as credit spreads and operating margins,” Timmer said. With cyclical growth indicators remaining positive, investors can expect continued momentum in the near term. More on the markets AAII Sentiment Survey: Neutral Sentiment Rises The Growing Disconnect Between Wall Street And Main Street The Most Hated V-Shaped Rally Is Back As S&P 500 Hits New Highs The interesting correlation between South Korean exports and U.S. earnings...

(Bloomberg) -- Apple Inc. and Google have continued to offer mobile apps that let users make nonconsensual sexualized images of people despite their policies prohibiting such content, according to a report published Wednesday by the Tech Transparency Project.Searching for terms like “nudify” and “undress” in the Apple and Google app download stores gives customers access to software that can be used to alter images of celebrities and others to make them appear nude or in a state of partial undre

(Bloomberg) -- Apple Inc. and Google have continued to offer mobile apps that let users make nonconsensual sexualized images of people despite their policies prohibiting such content, according to a report published Wednesday by the Tech Transparency Project.Searching for terms like "nudify" and "undress" in the Apple and Google app download stores gives customers access to software that can be used to alter images of celebrities and others to make them appear nude or in a state of partial undre

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.26%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.24%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.49%. June E-mini S&P futures (ESM26 ) rose +0.23%, and June E-mini Nasdaq futures...

Cohen & Steers press release ( CNS ): Q1 Non-GAAP EPS of $0.79 misses by $0.03 . Revenue of $145.6M (+8.3% Y/Y) beats by $2.31M . More on Cohen & Steers Cohen & Steers: Cheap Enough To Buy As Income Comes Back Into Focus (Upgrade) Cohen & Steers, Inc. (CNS) Q4 2025 Earnings Call Transcript Cohen & Steers, Inc. 2025 Q4 - Results - Earnings Call Presentation Cohen & Steers sees a decrease in AUM as of March end Mid-Cap Sell Streaks: 10 stocks trapped longest in bearish Quant ratings

格隆汇4月17日｜美国中央司令部：林肯号航母正在阿拉伯海航行，美国军队并未封锁霍尔木兹海峡。超过10,000名美国军人、12艘以上舰艇和100架以上飞机在区域水域执行封锁，确保没有船只违反总统的声明。

Source: Bloomberg, 35:45

iQoncept/iStock via Getty Images A Bank of America Global Research chart tracking healthcare R&D-to-sales ratios and relative forward PE versus the S&P 500 from 1990 to March 2026 shows both metrics declining in tandem over decades, with the sector's relative forward PE now sitting at approximately 0.8x the S&P 500, down from peaks of 1.4x in the late 1990s, as falling R&D intensity has progressively eroded the innovation premium investors once paid. In light of this, below is a list of the top 10 healthcare stocks ranked based on their lowest forward price-to-earnings ratios. The list includes companies with market capitalizations ranging from approximately $2.28 billion to over $154 billion, spanning various industries within the healthcare sector. The list is topped by Organon & Co. ( OGN ), with a P/E forward ratio of 2.66. Sarepta Therapeutics ( SRPT ) and Viatris Inc. ( VTRS ) follow closely behind, rounding out the top three positions. The list includes companies across a range of healthcare industries, including Pharmaceuticals, Biotechnology, Health Care Facilities, and Health Care Equipment. Major pharmaceutical players like Pfizer ( PFE ) and Bristol-Myers Squibb ( BMY ) also appear among those with the lowest multiples on this list. P/E FWD (forward price-to-earnings ratio) is a valuation multiple that compares a stock’s current share price to expected (forward-looking) earnings per share, typically based on analysts’ consensus estimates for the upcoming year. Here is the list: Organon & Co. ( OGN ), P/E fwd ratio: 2.66, Quant Rating: Hold (2.61) Sarepta Therapeutics, Inc. ( SRPT ), P/E fwd ratio: 5.25, Quant Rating: Hold (2.91) Viatris Inc. ( VTRS ), P/E fwd ratio: 5.68, Quant Rating: Hold (3.20) Universal Health Services, Inc. ( UHS ), P/E fwd ratio: 7.68, Quant Rating: Hold (2.85) DENTSPLY SIRONA Inc. ( XRAY ), P/E fwd ratio: 8.44, Quant Rating: Hold (2.63) Halozyme Therapeutics, Inc. ( HALO ), P/E fwd ratio: 8.45, Quant Rating: Hold (2.87) The Cigna ...

Wachiwit Netflix ( NFLX ) has surrendered its gains during Thursday’s regular hours and slipped into negative turf as better-than-expected first-quarter results were overshadowed by lackluster guidance for both the current fiscal quarter and full year. The company also said co-founder and former CEO Reed Hastings would not stand for re-election as the company’s board chairman. His current term will expire at the company’s Annual Meeting. This decision is not based on any disagreement with the company. For the first quarter of the year, the streaming giant earned an adjusted profit of $1.23 per share, although not comparable to street estimates of $0.76 per share, as it includes the $2.8B breakup fee from Paramount Skydance ( PSKY ). Reflecting higher-than-planned subscription revenue, membership growth, higher pricing, and increased ad revenue, the company generated $12.25B in sales, up 16% year-over-year and better than Wall Street’s expectations of $12.17B. The increase in revenue contributed to an 18% increase in operating income to $4.08B and generated an operating margin of 31.7%. This compares to estimates of $3.94B and 32.5%, respectively. Including the multi-billion-dollar payout from the Warner Bros. ( WBD ) termination fee, Netflix’s cash position improved significantly, with net cash generated from operating activities more than doubling to $5.3B. As a result, free cash flow rose to $5.1B in Q1'26, up from $2.7B in Q1'25. This compares favorably to $2.87B estimates. Looking ahead to fiscal year 2026, while investors had hoped the company would raise its guidance with the WBD battle in the rearview, Netflix ( NFLX ) maintained its current revenue guidance of $50.7B to $51.7B with a midpoint of $51.2B that is below the $51.38B estimates. The company also targets an operating margin of 31.5% versus 32% expectations. For the current quarter, Netflix ( NFLX ) expects to have the highest year-over-year content amortization growth rate before decelerating to mid...

While Nvidia recent winning streak was grabbing headlines, Advanced Micro Devices has been on a tear of its own—closing at another all-time high Thursday. AMD stock closed up 7.8% at $278.26 Thursday afternoon. Thursday’s 12th consecutive rise marks its longest winning streak since 2005.

Former Treasury Secretary Henry Paulson on Thursday urged U.S. policymakers to prepare an emergency plan in case demand for Treasurys breaks down — warning that a crisis in the government bond market could trigger severe consequences across the economy.

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Tapestry Inc (Symbol: TPR) has taken over the #296 spot from United Airlines Holdings Inc (Symbol: UAL), according to The Online Investor. Market capitalization is an

Early reviews of Anthropic’s Mythos model suggest it represents a meaningful advance in AI’s cyber capabilities. But first… Three things to know: • Anthropic attracts investor offers at an $800 billion valuation • Texas man charged with attempted murder of Sam Altman • Canada is mulling age restrictions on AI chatbots and social media First impressions One week after Anthropic unveiled a more advanced AI model called Mythos, a small but growing chorus of early testers are beginning to echo some of the company’s claims about the technology’s ability to detect and exploit cybersecurity vulnerabilities. “I actually feel like there will be a world that is pre-Mythos and post-Mythos,” said Jeetu Patel, president and chief product officer at Cisco Systems, one of a few dozen organizations with early access to Anthropic’s model. Patel described the model as “potent” and said Cisco has used Mythos to proactively identify vulnerabilities in its own systems. He emphasized the importance of companies patching potential weaknesses they identify as quickly as possible. “Every company should take this very seriously,” he said. “There’s a tremendous amount of hope with something like this, and there’s a tremendous amount of risk with something like this.” Several other tech leaders whose firms have access said the capabilities of Mythos represented a step change in functionality from prior offerings. The UK’s AI Security Institute also said it found Mythos marked a meaningful advance from prior models in cyber capabilities. “We observed that it could execute multi-stage attacks on vulnerable networks and discover and exploit vulnerabilities autonomously — tasks that would take human professionals days of work,” the group said in a report this week. Anthropic previously said Mythos was capable of identifying and exploiting vulnerabilities “in every major operating system and every major web browser when directed by a user to do so.” As a result, the company took the unusual step of...

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Deckers Outdoor Corp. (Symbol: DECK) has taken over the #424 spot from Genuine Parts Co. (Symbol: GPC), according to The Online Investor. Market capitalization is an

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, KeyCorp (Symbol: KEY) has taken over the #368 spot from C.H. Robinson Worldwide, Inc. (Symbol: CHRW), according to The Online Investor. Market capitalization is an im

格隆汇4月17日｜美国证交会文件显示：Meta公司首席执行官扎克伯格2025年总薪酬为2510万美元。

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, International Paper Co (Symbol: IP) has taken over the #378 spot from Evergy Inc (Symbol: EVRG), according to The Online Investor. Market capitalization is an importa

周四美股成交额第1名英伟达收跌0.26%，成交263.93亿美元。在此之前，该股已经连续11个交易日上涨，是自2023年以来最长的连涨纪录。 英伟达一直受益于对AI硬件的持续需求。在上个月的GTC大会上，英伟达首席执行官黄仁勋表示，截至2027年，该公司的GPU订单总额超过1万亿美元，其中包括Blackwell及下一代Vera Rubin芯片。 英伟达还否认了有关其寻求收购一家大型PC制造商的报道。该公司表示，未与任何计算机制造商进行收购谈判，此前相关猜测曾短暂推高 戴尔 和 惠普 的股价。 另外，英伟达发布了一套针对量子计算的新开源模型。英伟达的数据中心收入同比增长75%，目前占其总销售额的88%，这凸显出AI需求仍是英伟达的主要驱动力。 第2名 特斯拉 收跌0.78%，成交244.87亿美元。资料显示，特斯拉正日益依赖内部需求来支撑Cybertruck的销量，这一动态可能意味着其普通消费者的吸引力低于最初的预期。注册数据显示，第四季度美国注册的7071辆Cybertruck中，有1279辆（占比超过18%）由SpaceX购买，而马斯克旗下的其他企业（包括xAI、The Boring Co．和Neuralink）又购买了60辆。 实际上，该季度交付的Cybertruck中，近五分之一被马斯克更广泛的商业生态系统内部消化，这对于一款原本定位为大众市场突破的新车型来说，是一种不寻常的模式。 当剔除外部需求时，潜在的趋势更加明显。如果没有这些内部购买，Cybertruck在该季度的注册量将下降51%，这表明零售兴趣出现了更大幅度的下滑。按当前价格水平计算，这些交易的价值可能超过1亿美元，并且已持续至2026年，1月和2月仍有新增注册车辆。虽然其中部分车辆似乎用于运营用途，如替代燃油动力支持车队或用于安保职能，但某些实体（尤其是专注于人工智能的企业）购买这些车辆的理由仍不太明确。 第3名 AMD 收高7.80%，股价创历史新高，成交175.78亿美元。有分析认为，AMD将成为CPU需求爆发的最大受益者，其采用小芯片架构的EPYC“Turin”处理器产能供不应求。 “过去6至9个月，需求增幅前所未有。”AMD数据中心业务负责人福里斯特-诺罗德称，短期内需求没有任何放缓或停止的迹象。投行KeyBanc分析师则表示，AMD EPYC服务器CPU今年全年产能近乎售罄，高端EPYC...

格隆汇4月17日｜美国证交会文件显示：Meta将于5月27日举行线上年度会议。

Seeking Alpha (Seeking Alpha) More on Netflix Netflix Earnings Preview: Q1 2026 Wall Street Lunch: Netflix Draws Bullish Backing As Ad Revenue Seen Doubling To $3B Wall Street Brunch: Earnings Arrive Amid Hormuz Standoff Netflix GAAP EPS of $1.23, and revenue of $12.25B beat by $80M Wall Street eyes Netflix earnings call as prediction markets highlight key themes