格隆汇4月10日｜克里姆林宫：2026年4月11日16时至4月12日当天结束，将实施一次复活节休战。

(57HH39.KS) 持股 Yahoo 財經

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 large-cap REIT stocks with market capitalizations exceeding $10B, highlighting those with the highest and lowest quant ratings ahead of Q1 2026 results. Highest rated: Sun Hung Kai Properties ( SUHJY ), Quant rating: 4.88, Strong Buy. Jones Lang LaSalle ( JLL ), Quant rating: 4.72, Strong Buy. W.P. Carey ( WPC ), Quant rating: 4.66, Strong Buy. Regency Centers ( REG ), Quant rating: 4.55, Strong Buy. VICI Properties ( VICI ), Quant rating: 4.50, Strong Buy. Lowest rated: Crown Castle ( CCI ), Quant rating: 1.08, Strong Sell. SBA Communications ( SBAC ), Quant rating: 1.30, Strong Sell. Weyerhaeuser ( WY ) , Quant rating: 1.38, Strong Sell. American Tower ( AMT ), Quant rating: 1.72, Sell. Iron Mountain ( IRM ) , Quant Rating: 1.88, Sell. REIT ETFs: iShares U.S. Real Estate ETF ( IYR ), Vanguard Real Estate ETF ( VNQ ), iShares Mortgage Real Estate ETF ( REM ), Vanguard Global ex-US Real Estate Index Fd ETF ( VNQI ), iShares Residential and Multisector Real Estate ETF ( REZ )...

Why Palantir Technologies (PLTR) Stock Is Falling Today StockStory

Software's artificial intelligence troubles don't appear as though they will let up anytime soon, following the sector's slide after Anthropic's latest product and revenue updates. Software is down again this week, with the iShares Expanded Tech-Software Sector ETF (IGV) falling Wednesday — when most of the market participated in a sharp rally following President Donald Trump's announcement of a ceasefire — and then again on Thursday. The IGV is down more than 4% week to date. Some stocks suffered more than others, like Workday and Intuit which are both down more than 15% this week. The tumult comes after the Anthropic disclosed this week that its revenue run rate now tops $30 billion, up from $9 billion at the end of 2025. The company also rolled out its latest updates on agentic tools, including Claude Managed Agents , which reduce the time it takes for developers to build their own agents. That revived fears of an AI day of reckoning coming for software. IGV 5D mountain The iShares Expanded Tech-Software Sector ETF (IGV) in the past five trading days "That Anthropic update was staggering," wrote Ben Reitzes, head of technology research at Melius Research, in a Wednesday note that referred to the revenue run rate. "The exponential we are seeing below stems from the onset of software being tokenized to replace and augment a labor [total addressable market] that approximates to tens of trillions. It's in inning one – and your narrative must be aligned with this exponential for your stock to work." "The market is getting it right in SaaS," Reitzes continued, referring to "software as a service." "No platform is safe even as we've lost $1.4T in SaaS market cap since Anthropic was worth just $18B in January 2025." Software has come under pressure this year on fears that agentic AI could make traditional software-as-a-service models obsolete, with the IGV more than 35% off its recent high, and 28% lower in 2026. But Anthropic's projections of its own future performance ...

FXEmpire周四发布的技术分析报告指出，布伦特原油期货价格的反转形态已得到确认，艾略特波浪理论信号显示油价可能进入更深幅度的回调阶段。 波浪结构分析 根据艾略特波浪原理（EWP），分析师认为布伦特原油自2025年12月低点以来的上涨行情已完成了经典的五浪推动结构。在这一结构中： 第1浪、第3浪和第5浪为上涨推动浪 第2浪和第4浪为调整浪 其中第3浪经历了最强劲的上涨，随后第4浪进行了部分回撤。当前第5浪已展开，但在动量指标上出现了看跌背离信号，且油价正接近2022年5月收盘高点约112.6美元附近的阻力位。 技术信号汇总 目前多个技术信号正在汇聚，指向潜在反转： 双顶形态——油价两次测试119美元区域受阻，该位置形成结构性阻力 RSI背离——油价不断创新高，而相对强弱指数形成更低的高点，显示上涨动能减弱 期权仓位变化——看跌/看涨期权比率从0.19跃升至0.44，交易员正买入短期下行保护 关键价位与前景展望 分析师指出，布伦特原油的多空分水岭在107美元附近： 若日线收盘高于107美元：油价仍有可能第三次冲击119美元的双顶上限，前提是霍尔木兹海峡的扰动持续； 若跌破107美元：市场焦点将转移至100美元支撑位；进一步跌破100美元则可能下探至88美元。 报告认为，在霍尔木兹海峡局势得到实质解决之前，油价更可能在100-119美元区间波动，而非立即出现暴跌。只有当双顶形态激活、看跌期权仓位持续增加、地缘政治紧张局势缓解这三个条件同时满足时，油价才可能触发向81美元颈线甚至55美元理论目标位的深度回调。 市场背景 自2月底美以联合打击伊朗以来，布伦特原油价格从约72美元/桶一度飙升至119美元上方，涨幅约65%。霍尔木兹海峡的持续受限状态是支撑油价高位运行的核心因素——该海峡通常承载全球约20%的石油和天然气供应。 责任编辑：张俊 SF065

Stock photo and footage Software companies nearly across the board were bleeding on Thursday, with cybersecurity names hit the hardest amid persistent fears of AI disruption and a shaky geopolitical backdrop. Cybersecurity firms were hemorrhaging the most, led by Qualys ( QLYS ), which was down 13% by afternoon trading. Cloudflare ( NET ), Tenable ( TENB ), and Zscaler ( ZS ) had all tumbled about 11%. Earlier this week, Anthropic ( ANTHRO ) announced Claude Mythos , its most powerful model, which it said was capable of identifying hidden cybersecurity issues across a broad range of software systems. Anthropic has only shared the model with about 40 tech giants, including cybersecurity stalwarts such as CrowdStrike ( CRWD ) and Palo Alto Networks ( PANW ). "If Mythos is that strong and that powerful and it's exposing these vulnerabilities that have been around for years, it just shows one, the weakness of the current software that's out there, and two, that AI ​is ​still making incredible progress versus legacy software companies," said Michael O'Rourke, ​chief market strategist at JonesTrading, according to Reuters . Moreover, OpenAI ( OPENAI ) is also finalizing a new, powerful model with advanced cybersecurity capabilities that it plans to release only to a small set of companies, similar to Anthropic's limited rollout of Mythos . The bleeding was apparent across the entire software sector as the iShares Expanded Tech-Software Sector ETF ( IGV ) had dropped nearly 5%. It is down 28% year to date. In contrast, all the major indices, including the Dow Jones Industrial Average Index ( DJI ), the S&P 500 Index ( SP500 ), and the NASDAQ Composite Index ( COMP:IND ), were all up about half a percent. Semiconductor and hardware stocks were also unaffected by the carnage, as the Philadelphia Semiconductor Index ( SOX ) had edged up 1.5%. Enterprise software was also taking hits. ServiceNow ( NOW ) and Appian ( APPN ) had both sunk 8%, Oracle ( ORCL ) had fallen 5%, and S...

How much attention did you pay to what happened in the world over the past seven days?

Eoneren/E+ via Getty Images Intellicheck, Inc. ( IDN ) is a tech company providing identity validation and authentication solutions for KYC, fraud protection, and others. Initially focusing on military and government clients in the 1990s, IDN has expanded its client base over time and today primarily serves financial services and retail clients. Since its IPO in 1999, the share price has been highly volatile and underwhelming for the most part. From an all-time standpoint, IDN is down 90.6%. Currently trading at $7.8 per share, however, the share price seems to have seen some momentum, as it has been up around 18.5% YTD and has tripled on a 1-year basis, somehow reducing some concern regarding its status as a micro-cap stock. It also seems that the YTD performance has been driven by the 64% increase in share price upon the positive Q4 results in mid-March 2026. I initiate my coverage with a neutral rating. In my opinion, the 1-year price target of $8.4 per share, which is a potential upside of about 8% from today’s level, may not present a decent risk-reward for investors just yet, though the outlook for IDN remains bullish overall. Financials Review Fundamentals have improved overall significantly as of Q4 2025, marked by a shift towards FY profitability and record quarterly revenue. In Q4, IDN delivered a revenue of $6.6 million, a 12% YoY increase, while FY revenue was $22.7 million, a 13% increase YoY. Though the management seems to have mentioned that this was due to stronger SaaS growth, the strong performance in its new verticals, like automotive and title insurance, I think also demonstrates IDN’s ability to scale its business efficiently as it aims to diversify its client industry: Among the targeted verticals in addition to banking are title insurance, automotive, specialty finance, background screening, logistics and digital account security. Driven in part by these new categories and contract renewals at higher rates, our average price per transaction in...

格隆汇4月10日｜克里姆林宫：2026年4月11日16时至4月12日当天结束，将实施一次复活节休战。

The app was ranking No. 57 on the App Store just before Meta AI's new model launched. Now, it's No. 5 — and rising.

SEI Moderate P (SEIMODERATEP.TO) 公司概況及事件 Yahoo 財經

The Philadelphia semiconductor index is in record high territory as investors move into chip stocks. Marvell stock and others surged Thursday.

US first lady Melania Trump is denying ties to Jeffrey Epstein and knowledge of his crimes, saying on Thursday that the “stories are completely false” and calling online accusations that she was somehow involved “smears about me”. “The lies linking me with the disgraceful Jeffrey Epstein need to end today. “The individuals lying about me are devoid of ethical standards, humility and respect. “I do not object to their ignorance but rather I reject their mean-spirited attempts to defame my...

Bloomberg Intelligence's Grant Sporre joins Caroline Hyde on "Bloomberg Markets." Gold advanced for a third day as traders weighed the prospect of a diplomatic resolution to the Iran war, even as ongoing tensions threatened to derail a fragile ceasefire. (Source: Bloomberg)

angel_nt/iStock via Getty Images Alphabet Inc. ( GOOG , GOOGL ) stock, which is essentially flat in price since my last analysis on the company, is still defying gravity. It's not that I think that equity shouldn't be priced with high value, but instead that the equity is now priced on narrative and mythology factors beyond pure fundamentals. This marks a shift change, given that historically Alphabet stock has been known as the investment with the best value in the Mag 7. The stock's forward PEG non-GAAP is 49.4% higher than the sector median, and 30.81% higher than its own five-year average. Defying AI's Gravity The central bear claim against Alphabet is that AI could impair Search before the company could monetize the new experience, but this has still not shown to be true in reported results. Q4 Search usage was the highest ever, and AI Mode queries were 3x longer than traditional searches. In essence, Google has seen no evidence of cannibalization. Moreover, the growth engine is now broader than Search. In Q4, Cloud revenue grew 48% year-over-year, while Cloud operating income more than doubled. Backlog ended at $240B. There's also YouTube, which exceeded $60B in revenue in 2025. Multiple large, monetized surfaces support the equity. Obviously, Alphabet is no sideliner in the realm of AI. The company is actively industrializing artificial intelligence, and CFO Anat Ashkenazi guided $175-$185B of 2026 capex. About 60% of 2025 capex went to servers and 40% to data centers/networking, and a similar mix to this is expected in 2026. Ashkenazi also said that over half of 2026 machine learning compute would likely go toward Cloud. Amid this environment, the equity is stronger than ever, with rising sentiment reflected in Alphabet stock's key valuation multiple for growth-relative investors: PEG. Data by YCharts This reminds me to be fearful when others are greedy, but then again, the strength of Alphabet as a company and the robustness of its market share even in the ...

Alphabet Stock Defies AI's Gravity (NASDAQ:GOOG) Seeking Alpha

On April 9, 2026, Avior Wealth Management reported selling 174,993 shares of the Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR) , an estimated $3.45 million trade based on quarterly average pricing, according to a new SEC filing. According to an SEC filing dated April 9, 2026, Avior Wealth Management reduced its holdings in BSCR by 174,993 shares. The estimated transaction value was $3.45 million, derived from the average unadjusted closing price over the first quarter. The quarter-end value of the BSCR position declined by $3.71 million, reflecting both the share sale and market price changes. The Invesco BulletShares 2027 Corporate Bond ETF provides institutional investors with a transparent, rules-based approach to accessing investment-grade corporate bonds maturing in 2027. The fund's defined maturity structure supports predictable cash flow management and interest rate risk targeting. Its competitive yield and disciplined portfolio construction offer a specialized solution for fixed income laddering and duration management strategies. Continue reading

HII ( HII ) hosted a senior U.S. Navy acquisition official this week at its Ingalls Shipbuilding yard in Mississippi, as the service and industry continue efforts to expand shipbuilding capacity. Christopher Miller, the Navy’s portfolio acquisition executive for maritime, toured the Ingalls facility and met with company leadership to review progress on ship programs and recent investments aimed at increasing production. The visit was his first to the yard since taking on the role in March. U.S. Navy maritime procurement chief Chris Miller, right, visits Ingalls Shipbuilding (HII) The push to expand capacity at yards like Ingalls comes as President Donald Trump has placed renewed emphasis on rebuilding domestic shipbuilding as a pillar of national security and economic policy. Administration officials have signaled support for increasing naval fleet size, strengthening U.S.-based industrial production and reducing reliance on foreign suppliers, positioning shipyards as central to both defense readiness and broader manufacturing revitalization efforts. During Miller’s visit, HII executives outlined more than $1 billion in upgrades to infrastructure, facilities and tooling at Ingalls, part of a broader push to modernize shipbuilding operations and support future fleet requirements. The company is also expanding a distributed production network along the Gulf Coast to supplement work at the main yard. Miller toured several areas of the shipyard, including the amphibious transport dock Harrisburg (LPD 30), which is currently under construction. Ingalls is one of the Navy’s primary builders of destroyers and amphibious ships, both central to its surface fleet. In remarks during the visit, Miller pointed to the importance of the shipbuilding industrial base in meeting future naval demand, particularly as the Navy seeks to scale production and maintain readiness. The Ingalls stop followed a late-March visit by Miller to HII’s Newport News Shipbuilding division in Virginia, ...

据媒体4月9日报道，四位知情人士透露， 特斯拉 正在开发一款全新的、更小、更便宜的电动SUV，计划在中国上海工厂生产，并可能扩展至美国和欧洲。 车型定位与规格 这款紧凑型SUV将是一款全新车型，而非现有Model 3或Model Y的衍生版本。据知情人士介绍，新车车长约4.28米，明显短于Model Y（约4.79米），车重目标约1.5吨，而Model Y约为2吨。 在定价方面，特斯拉目标将新车售价定在低于Model 3的水平。目前Model 3在中国起售价约为3.4万美元，在美国约为3.7万美元。为实现成本控制，特斯拉计划采用更小容量的电池（续航里程将低于Model Y的306-327英里）、提供单电机版本而非双电机，并减轻车身重量。 战略背景：从“Model 2”取消到重启 这一开发计划标志着特斯拉战略的潜在转折。2024年，特斯拉CEO埃隆·马斯克曾决定放弃备受期待的低成本电动车项目（外界俗称“Model 2”），将公司重心转向自动驾驶出租车（Cybercab）和人形机器人。马斯克彼时表示，为人类驾驶员生产2.5万美元电动车是“毫无意义”且“愚蠢”的。 然而，随着分析师预测特斯拉传统电动车销量可能连续第三年下滑，以及Cybercab商业化面临监管障碍，重启廉价车开发获得了更迫切的商业逻辑。目前，特斯拉仅在得州奥斯汀运营少量配备人类安全员的自动驾驶出租车，且尚未申请销售无方向盘车辆所需的联邦豁免资质。 双重用途设计：兼顾自动驾驶与人工驾驶 知情人士透露，这款新车可能采取“两全其美”的设计方案——既可实现无人驾驶，又保留人工驾驶选项。一位特斯拉员工解释，尽管公司的愿景是实现完全自动驾驶，但意识到许多全球市场在未来数年内都难以在法规层面大规模接受无人驾驶车辆。保留人工驾驶选项有助于扩大销售规模，确保工厂产能保持接近满负荷运转。 生产时间表仍不确定 四位知情人士均强调，该项目仍处于早期开发阶段，路透社无法确认特斯拉是否已正式批准该车型投产。消息人士表示，该车型不太可能在今年内开始生产。特斯拉在产品开发上有拖延乃至取消的前车之鉴——2017年发布的Roadster超跑至今未量产，Semi卡车也未能实现大规模生产。 截至发稿，特斯拉未就上述报道置评。 责任编辑：张俊 SF065

Kratos Defense & Security (NASDAQ: KTOS) stock plunged today, even after the company announced yesterday that it had received a major contract from the U.S. military. At 2:35 p.m. ET, Kratos stock was near the low of the day, down by 7.8%. Yesterday, the company announced a massive contract to support the U.S. Space Force, worth up to $446.8 million. That's great news for a company that reported a total of $1.35 billion in full-year 2025 revenue. So what gives? Continue reading

Intel Corporation stock: Google AI deal fuels 7-session surge—what it means for you AD HOC NEWS

Intel Corporation stock: Google AI deal fuels 7-session surge—what it means for you AD HOC NEWS

Matthias Balk | Picture Alliance | Getty Images OpenAI announced a Pro ChatGPT tier on Wednesday that increases limits for Codex , OpenAI's artificial intelligence -powered coding assistant, as the company looks to compete with Anthropic's popular Claude Code. In an announcement posted to X, the company said the $100 per month Pro tier has five times more Codex usage than its $20 per month Plus level, and is best for "longer, high-effort Codex sessions." "The Plus plan will continue to be the best offer at $20 for steady, day-to-day usage of Codex, and the new $100 Pro tier offers a more accessible upgrade path for heavier daily use," the company wrote in a post on X . The new level brings the number of ChatGPT subscription tiers to five for personal use: Free, Go, Plus and now two Pro levels. OpenAI already had a $200/month Pro tier. Read more CNBC tech news Meta's long-awaited AI model is finally here. But can it make money? Google expands partnership with Intel for AI chips OpenAI halts UK stargate project amid regulatory and energy price concerns Anthropic loses appeals court bid to temporarily block Pentagon blacklisting Anthropic, which launched Claude Code to the public in May 2025, has a similar subscription tier model with four fee levels, starting with Free. Its highest tiers, Max 5x for $100/month and Max 20x tier for $200/month, have higher limits for Claude Code usage than its Pro subscription. The coding assistant can automate tasks and bug fixes for software developers and has soared in popularity. The run-rate revenue for the tool was over $2.5 billion in February, increasing over 100% since the beginning of 2026, CNBC previously reported. OpenAI launched Codex initially last April, and made it widely available in October. On Tuesday, CEO Sam Altman posted on X that Codex had three million weekly users , and the company would reset usage limits every million users until the platform hits 10 million. In February, the company launched a standalone Code...

德国总理弗里德里希·默茨向美国总统唐纳德·特朗普表示，德国将支持一项保障霍尔木兹海峡航道安全的行动，但首先需要获得国际授权。 默茨周四在柏林对记者表示，这一授权理想情况下将来自联合国安理会。俄罗斯是安理会常任理事国，拥有对决议的否决权。 此前报道称，美国已寻求欧洲盟友作出具体承诺，在伊朗战事结束后协助保障霍尔木兹海峡安全。华盛顿希望各国在数日内提交具体方案。 “我昨天在对话中再次告诉特朗普，我们准备提供协助，例如在达成和平协议后保障霍尔木兹海峡的通行安全，”默茨表示。 英国牵头的逾40国联盟已承诺在交战结束后协助重新开放该海峡。该联盟包括多个欧洲国家、日本和加拿大在内。全球约20%的石油和天然气通过这一水道运输。 该海峡关闭已推动全球能源价格飙升，引发对燃料即将短缺的担忧。 默茨表示，他还告知特朗普，德国参与保障海上航道安全还需获得德国联邦议院批准。 “美国总统了解这一点，也对此表示尊重，”默茨称。 特朗普此前曾批评北约盟友，表示正认真考虑退出该联盟。 默茨表示，他与特朗普讨论了北约问题，并提议在7月北约峰会前就此再次沟通。 “我决心尽一切可能维护北约对欧洲的保护，”默茨称，“这一联盟至少在目前是不可替代的。” 责任编辑：丁文武