With Alphabet trading at around US$295.77, this article considers whether it may still be an attractive entry point or whether the easier gains may have passed, and looks at what the current price might mean for value focused investors. The stock recently posted a 5.3% return over the last 7 days, a 2.6% decline over 30 days, a 6.1% decline year to date, and a 96.9% return over 1 year, on top of 1...
With Alphabet trading at around US$295.77, this article considers whether it may still be an attractive entry point or whether the easier gains may have passed, and looks at what the current price might mean for value focused investors. The stock recently posted a 5.3% return over the last 7 days, a 2.6% decline over 30 days, a 6.1% decline year to date, and a 96.9% return over 1 year, on top of 175.1% over 3 years and 165.0% over 5 years. These moves come amid a steady flow of product,...
神译局是36氪旗下编译团队，关注科技、商业、职场、生活等领域，重点介绍国外的新技术、新观点、新风向。 编者按：2026年，CEO们对AI驱动增长的期待拉满，但现实却给了不少企业一记冷水。Gartner 数据显示，AI 投资的价值转化率低得惊人——每 50 项 AI 投资中，仅1项能带来变革性价值，只有五分之一能产生可衡量的回报。面对这种“高期望、低回报”的困境，高管团队必须在完成当下增长目标和培育...
神译局是36氪旗下编译团队，关注科技、商业、职场、生活等领域，重点介绍国外的新技术、新观点、新风向。 编者按：2026年，CEO们对AI驱动增长的期待拉满，但现实却给了不少企业一记冷水。Gartner 数据显示，AI 投资的价值转化率低得惊人——每 50 项 AI 投资中，仅1项能带来变革性价值，只有五分之一能产生可衡量的回报。面对这种“高期望、低回报”的困境，高管团队必须在完成当下增长目标和培育AI时代人才之间找到平衡。为此，Gartner 给出九大核心预测，直面 AI 时代组织的核心难题，为企业顺利穿越 AI 转型的混沌期提供了关键指引。文章来自翻译。 对高管团队来说，2026年的考验尤为棘手——既要守住当下的增长目标，又要培育能扛住AI转型、撑起未来价值的员工队伍。想要稳住这种平衡，他们得先抓住三个核心重点。 第一， 吃透AI时代的新规则。 技术更新太快、经济时好时坏，再加上政治环境的不确定性，传统的雇佣逻辑已经跟不上节奏，雇佣关系的核心原则正在被彻底改写，企业必须及时调整。 第二， 守住组织绩效的风险底线。 AI 发展得太快，企业很难预判未来会遇到哪些重大威胁，更难分清风险优先级，这就让风险防控变得越来越难，必须提前做好应对。 第三， 抓住人机协同的新机会。 现在企业都在琢磨怎么让 AI 投资产生价值，而人机协同的模式也在不断变化，这背后藏着能让企业拉开差距的新机遇，必须主动把握。 为帮助领导者做好准备，应对组织在 2026 年可能遇到的意外风险，或是被低估的隐患，Gartner 给出了九大核心预测。 1. AI 裁员速度快于生产力增益 2025 年，大规模裁员频繁发生。且多被归因于人工智能。但事实并非如此。目前没人真因 AI 性能提升失业。Gartner 分析显示，2025 年上半年，不到 1% 的裁员是 AI 提升生产力导致的。 反观当下，很多 CEO 犯了错。他们寄望 AI 能带来回报。这种回报或许永远不会来。却凭着这份预期调整人力。他们盲目追求预期中的效率。把裁员当成创新的信号。甚至觉得这是必要手段。 2026 年，这些组织将自食苦果。AI 生产力提升，并未得到验证。裁员的困境，会更难破解。如果 AI 生产力跟不上需求。他们就得花更高成本。重新雇佣那些过早裁掉的人。只有这样，才能达成目标。 组织正处在 AI 时代初期。还未等到技术真正兑现承诺。在这段...
Satellite stocks were hot among investors on Thursday, and one beneficiary of this was telecom services specialist Iridium Communications (NASDAQ: IRDM) . Following a widely read media report about a peer company potentially being acquired, Iridium's share price zoomed more than 15% higher. That crushed the essentially flat performance of the S&P 500 index. Before market open, the Financial Times ...
Satellite stocks were hot among investors on Thursday, and one beneficiary of this was telecom services specialist Iridium Communications (NASDAQ: IRDM) . Following a widely read media report about a peer company potentially being acquired, Iridium's share price zoomed more than 15% higher. That crushed the essentially flat performance of the S&P 500 index. Before market open, the Financial Times published an article stating that Globalstar was in discussions with Amazon about a potential acquisition. Such a deal would bolster Amazon's current satellite internet effort, called Leo (not coincidentally, the acronym for low Earth orbit, the region of Earth's orbit most crowded with satellites). Image source: Getty Images. Continue reading
PM Images/DigitalVision via Getty Images The PIMCO Multisector Bond Active Exchange-Traded Fund ( PYLD ) is an actively managed fixed income strategy designed to optimize yield with diversified market exposure. Looking through the portfolio’s current holdings, PYLD is heavily exposed to mortgage-backed securities [MBSs] and collateralized MBSs [CMBSs], potentially adding substantial risk as the US...
PM Images/DigitalVision via Getty Images The PIMCO Multisector Bond Active Exchange-Traded Fund ( PYLD ) is an actively managed fixed income strategy designed to optimize yield with diversified market exposure. Looking through the portfolio’s current holdings, PYLD is heavily exposed to mortgage-backed securities [MBSs] and collateralized MBSs [CMBSs], potentially adding substantial risk as the US economy faces a pivotal shift in inflationary pressures following the emerging conflicts in the Middle East, adding pressure to an already tight consumer spend environment. With new single-family housing sales declining sharply in January 2026, I suspect PYLD may be overexposed to a market that may face growing risk; I am recommending PYLD with a Sell rating. Investment Thesis The US economy may be faced with increasing inflationary pressures following the emergence of the war in Iran. One of the most critical risk factors associated with the war is that the Strait of Hormuz has been essentially closed, leaving stranded roughly 25% of the world’s oil and 20% of the world’s LNG cargoes , as well as other critical resources coming out of the region. Making matters worse, energy infrastructure has been targeted by missile strikes, potentially elongating the global energy shortage for multiple years as infrastructure will inevitably need to be replaced. On April 1, 2026 , Reuters reported that President Trump is seeking to exit Iran “pretty quickly” as it has been found that Iran may not be capable of producing nuclear weapons, a critical reason as to why the US entered the war in the first place. While oil prices have modestly retreated, WTI and Brent crude remain above $100/bbl, suggesting that prices may remain elevated for the time being. Crude oil chart (tradingeconomics.com) While an interest rate hike isn’t likely at this point in the rate cycle, the possibility has increased as the expectations for a higher rate of inflation has made a drastic return. Accordingly, the ...
Morsa Images/DigitalVision via Getty Images Late last year, I wrote an article that took a neutral stance on Bassett Furniture Industries, Incorporated ( BSET ). Previously, I had been bearish on the business. But in the time that I had been bearish, the fundamentals for the business ended up showing signs of improvement. We were also seeing some growth when it came to the furniture retail market....
Morsa Images/DigitalVision via Getty Images Late last year, I wrote an article that took a neutral stance on Bassett Furniture Industries, Incorporated ( BSET ). Previously, I had been bearish on the business. But in the time that I had been bearish, the fundamentals for the business ended up showing signs of improvement. We were also seeing some growth when it came to the furniture retail market. And that combination of factors led me to believe that underperformance in relation to the market would be a thing of the past. Since then, however, the stock has actually dropped 15.7%. That's worse than the 4.8% decline that the S&P 500 ( SP500 ) saw over the same window of time. This comes on the back of weakening fundamentals, with revenue, profits, and cash flows, all taking a hit. Normally, I would view this as a buying opportunity. However, industry conditions are starting to deteriorate once again. I am becoming increasingly concerned about the state of the economy. I won't go so far as to say that the stock deserves a downgrade. But the only reason why is because it has a remarkably resilient balance sheet. In the near term, we could see further share price underperformance. And I do think investors would be wise to anticipate that. But for those with the long term investment horizon, downgrading the stock here doesn't make sense just yet. Checking in on Bassett Furniture Industries After the market closed on April 1st, the management team at Bassett Furniture Industries announced financial results for the first quarter of the company's 2026 fiscal year. Even though the stock fell short of analysts’ expectations when it came to revenue and earnings, the share price only inched lower. For context, revenue declined year over year from $82.2 million to $80.3 million. Analysts had anticipated that sales would be about $3.6 million above what they ended up being. Author - SEC EDGAR Data This decline in revenue was blamed by management on widespread winter weather disru...
Perhaps the question in the title should be subtly different. It's not just safety issues per se; it's also the cost of fixing them and ensuring that more issues don't crop up again that Boeing (NYSE: BA) needs to convince investors on. The latest updates on the matter have proven mixed, but is the 18% sell-off since the last earnings report now making the stock a good value? A combination of safe...
Perhaps the question in the title should be subtly different. It's not just safety issues per se; it's also the cost of fixing them and ensuring that more issues don't crop up again that Boeing (NYSE: BA) needs to convince investors on. The latest updates on the matter have proven mixed, but is the 18% sell-off since the last earnings report now making the stock a good value? A combination of safety issues, including high-profile 737 MAX crashes and consequent groundings, and a production cap imposed by the Federal Aviation Administration (FAA) after a blowout on an Alaska Airlines flight, has caused investors to express concern about Boeing's safety record. Moreover, the costs of dealing with their consequences, including groundings, production delays, certification delays, and potentially lost orders, have led to significant cash burn at the company in recent years. Image source: Boeing. Continue reading
Platform validated at a major Fortune 500 energy company, establishing an estimated 20× productivity ROI and 44% increase in active Copilot utilization within 90 daysSTERLING, Va., April 02, 2026 (GLOBE NEWSWIRE) -- TechWish, a global technology solutions company specializing in AI, cloud, and analytics today announced the availability of its AI Adoption Analytics Platform, a purpose-built solutio...
Platform validated at a major Fortune 500 energy company, establishing an estimated 20× productivity ROI and 44% increase in active Copilot utilization within 90 daysSTERLING, Va., April 02, 2026 (GLOBE NEWSWIRE) -- TechWish, a global technology solutions company specializing in AI, cloud, and analytics today announced the availability of its AI Adoption Analytics Platform, a purpose-built solution that helps large enterprises measure, prove, and optimize the ROI from their AI investments. Six m
(RTTNews) - The South Korea stock market headed south again on Thursday, one day after ending the four-day losing streak in which it had plummeted almost 600 points or 11 percent. The KOSPI now sits just above the 5,240-point plateau and it's likely to see at least a technical r
(RTTNews) - The South Korea stock market headed south again on Thursday, one day after ending the four-day losing streak in which it had plummeted almost 600 points or 11 percent. The KOSPI now sits just above the 5,240-point plateau and it's likely to see at least a technical r
Striker expected to return to NWSL and join ambitious new club Australian pours doubt on transfer with cryptic social media post Matildas captain Sam Kerr will reportedly leave Chelsea at the end of the Women’s Super League season to return to the United States and join expansion club Denver Summit. Kerr’s future at Chelsea has come into doubt in recent weeks with the striker’s contract set to exp...
Striker expected to return to NWSL and join ambitious new club Australian pours doubt on transfer with cryptic social media post Matildas captain Sam Kerr will reportedly leave Chelsea at the end of the Women’s Super League season to return to the United States and join expansion club Denver Summit. Kerr’s future at Chelsea has come into doubt in recent weeks with the striker’s contract set to expire at the end of the season and with little talk of a new deal. Continue reading...