Dikuch/iStock via Getty Images Scorpio Tankers ( STNG ) up 3.9% in Thursday's trading after unveiling a strategic collaboration with reactor developer Ampera, backed by a $10M investment, to jointly develop and commercialize advanced micronuclear energy systems for marine, shipping, and related maritime applications. The agreement aims to address growing global demand for reliable, zero-carbon power solutions in maritime, offshore, and port infrastructure markets, the company said. Through the collaboration, Scorpio Tankers ( STNG ) said it will serve as the strategic market lead and domain expert for marine and maritime applications, contributing marine engineering, technical design, regulatory expertise, and global commercial relationships across shipping and maritime infrastructure markets, while Ampera will provide its microreactor technology, based on a compact, containerized design using thorium fuel. "Nuclear microreactors have the potential to fundamentally change how ships and offshore infrastructure are powered, and we believe this collaboration positions us at the forefront of that transition," Scorpio Tankers ( STNG ) President and CEO Emanuele Lauro said. More on Scorpio Tankers Scorpio Tankers - Looking Closer At 2026E Oil Transportation Scorpio Tankers Poised For Repricing Amid Venezuelan Oil Shift Scorpio Tankers Q4 2025 Earnings Call Presentation

What's Going On With Intel Stock Thursday? Benzinga

Kenneth Cheung/iStock Unreleased via Getty Images In the rental car trade, the model is simple: buy, rent, and sell. But when those "moving parts" grind against $28 billion in debt, the music stops. Avis ( CAR ) recently announced a 5-million-share offering ( 5 million share offering ) a jarring U-turn for a company that spent years aggressively buying back its own stock. This is a clear admission that the "cannibal" has run out of appetite and now requires a public life raft. The Arithmetic of Desperation The wisdom of a share sale depends on the price. Selling when overvalued is genius; selling when undervalued is a discount on your future. With a $6 billion market cap, this offering is a massive "ask." In my opinion, management is signaling that survival outweighs concentration, diluting the "equity stub" to prevent their debt mountain from becoming a tombstone. This is a klaxon of structural necessity, not a sign of strength. The $34 Billion Elephant Avis carries $28 billion in net debt, giving it an Enterprise Value (EV) of roughly $34 billion. The business is essentially a massive pile of debt with a tiny sliver of equity sitting on top. Based on the most recent data ( Avis latest 10-K ) , the debt stack is effectively split into two distinct engines of risk: Vehicle Program Debt (~$19.3 Billion): This fleet-backed leverage is secured by asset-backed securities (ABS) and revolving lines, meaning the cars themselves are the collateral. Corporate Debt (~$6.0 Billion): This "unsecured" layer consists of senior notes and term loans, representing a direct claim on the company’s dwindling cash flow rather than specific physical assets. The issuance of the new 5 million shares could extinguish about 10/15% of this debt pile. Avis Total Debt (SA) The math is increasingly grim: interest expenses have ballooned to over 11% of revenues, and debt servicing has now surpassed $1 billion annually. This is a critical threshold. During the average of the past three years, $1 b...

MadamLead/iStock via Getty Images Today, we are going to take a look at the biotech sector as we moved into the second quarter. Despite being a ' high beta ' part of the market and the decline in the overall markets in the first quarter, the sector has managed to thread water here in 2026. The iShares Biotechnology ETF ( IBB ) started the second quarter almost exactly flat for the year. Something one would not expect given the spike of market volatility. IBB Stock Chart (Seeking Alpha) This relative outperformance was due to several factors which I will highlight in this article. The first was there was an uptick in M&A activity late in March to boost the sector to close out the first quarter on a high note. Notably, Apellis Pharmaceuticals, Inc. ( APLS ) was purchased on the last day of March in a $5.6 billion acquisition by Biogen ( BIIB ) . This triggered a better than 120% rally in the stock Tuesday. The same day, Eli Lilly ( LLY ) purchased Centessa Pharmaceuticals ( CNTA ) in a similarly sized acquisition that triggered a nearly 50% rally in CNTA on Tuesday. Last week, Merck ( MRK ) bought out Terns Pharmaceuticals, Inc. ( TERN ) in a $6.7 billion deal. Earlier in March, Day One Biopharmaceuticals ( DAWN ) agreed to be acquired by French pharmaceutical group Servier by $2.5 billion. Yahoo!Finance, Opening Bell Daily - 03/27/2026 These bevy of acquisitions, boosted the entire sector as nothing gets the ' animal spirits ' flowing in the sector more than M&A deals with big buyout premiums. One of the other reasons is there has been a significant rotation in the market in 2026. After driving most of the gains in the overall market from 2023-2025, there has been a notable drop in momentum within the Magnificent Seven in the first quarter of 2026. Microsoft ( MSFT ) was down just over 23% for Q1. This is Mr. Softie's worst start to a year since 2008 as the Great Financial Crisis. MSFT Stock Chart (Seeking Alpha) Biotech has benefited marginally from this rotation. V...

NEW YORK, NEW YORK - JANUARY 09: Construction workers at a construction site on a street in Manhattan on January 09, 2026, in New York City. The Labor Department reported on Friday that employers added 50,000 jobs in December, bringing the unemployment rate down to 4.4% (Photo by Spencer Platt/Getty Images)

MAI released models that can transcribe voice into text as well as generate audio and images after the group's formation six months ago.

In a matter of weeks, Aegea Saneamento e Participacoes SA went from eyeing a multi-billion-dollar valuation in a Brazilian IPO to watching its bond investors rush for the exits. S&P Global Ratings and Fitch Ratings cut the water utility deeper into junk territory this week, and put its credit score on watch for further downgrades after the company postponed the release of its financial statements. While Aegea said the delay was due to accounting adjustments and won’t affect cashflow, liquidity or covenants, it’s not the first time the company has to republish its results. The utility — which counts Singapore’s sovereign wealth fund GIC and Itausa SA among its key shareholders — restated financial statements from 2022-2024 back in September to correct how it previously accounted for profits on transactions between related parties. “Aegea already operates with a complex group structure, and we rely on analytical adjustments to consolidate cash flow and debt across key operating subsidiaries,” S&P said on April 1. “These developments weigh negatively on our assessment of management and governance regarding transparency, reporting practices, and risk management culture.” Aegea didn’t immediately respond to a request for comment. Selloff S&P’s downgrade — and warning of a potential debt acceleration if the statements aren’t published by April 10, which could constitute an event of default on some local notes and trigger cross-default clauses in its dollar notes — sent the bonds tumbling on Wednesday. Debt due 2036 plunged 14 cents on the dollar, the steepest drop since they were issued last year, sending yields to 12.5%, according to Trace pricing. The notes rebounded about 9 cents on Thursday as the company said it will release audited financial statements for 2025 on April 8. S&P’s cut and the fact that Aegea didn’t host a call to reassure investors “leads us to believe that the adjustments may lead to a greater deterioration in credit metrics than we previously expect...

NiseriN/iStock via Getty Images While the market has drifted down since the start of March, shares of aerospace and defense supplier Ducommun ( DCO ) have gained 11.3% since my last report . That is not just remarkable against the performance of the S&P 500, but also against aerospace and defense peers which generally have seen pressure on share prices as I discussed in a separate report . Ducommun is not just a very attractive company to invest in with a 191% return since I initiated coverage , but the company’s discussion of earnings and guidance provides a strong marker to assess growth drivers and pressures throughout the industry. In this report, I discuss the company’s Q4 2025 earnings as well as the outlook which was not a quantitative outlook but a qualitative one. I also update my price target as the prior target is nearly reached. Ducommun Growth Driven By Defense, Not Commercial Aviation Ducommun The slide above captures almost everything. Revenues grew 5% to $825 million. Defense sales grew 14% driven by 20% growth in missiles sales as well as strength in radar, military fixed-wing, rotorcraft and satellite related programs. Commercial aerospace sales, which normally is seen as the growth engine, were down 7% as Boeing continues to destock inventory. This is not really a result of a reduction in demand, but as Boeing was producing 737 MAX airplanes at lower rates it kept buying parts from its suppliers above the production rates leading to an inventory build. That decision was made to maintain supply chain health. That, however, cannot go on indefinitely and as Boeing was rather slow on the production rate ramp it also purchased more than it would need in the near term leading to lower sales today for the suppliers. So, this is an inventory normalization event rather than any destruction of underlying demand. Industrial sales grew modestly at 3% making it a stable contributor but not a meaningful growth driver. By end market, 58% of sales were derived in...

Luis Alvarez/DigitalVision via Getty Images Sometimes it can be tough to determine whether a company's correction represents a fair move to a new multiple and valuation, which then justifies a rebasing or recalculation of its entire upside , or if it's just a dip that in time will correct to the previously had valuation multiple. Frankly, this is one of the hardest things to handle as a value-oriented investor. It's also why I so rarely invest in companies at very high multiples - because I view these scenarios always at higher risk than others. Booz Allen Hamilton Holding Corporation ( BAH ) is a company that I have covered for years , yearning to invest in it when it was expensive, and then going in when it became, in my view, cheap enough. There's an argument to be made that I went in too early. As of right now, that assertion is objectively true. Saying this is simple, because since I bought, the company is down more than the market, which therefore makes it true, on an objective basis of fact. You will never hear me arguing against fact, only perhaps bring arguments to bear as to why this may change over time. You can find my last article here - but I went by before that, and since that original Buy, my position is down about 8%, while the market is down about 5%. Seeking Alpha Booz Allen Hamilton RoR Not exactly earth-shattering underperformance, but also not the reversal or start of reversal that I was necessarily hoping the company could deliver - nor the 18-25% upside I guided for in the January article, although it has now been only about 2-3 months since then. I insisted, and continue to insist, that BAH is a qualitative player in an underappreciated industry. And frankly, I am quite surprised that the war in Iran did not cause this company to rise up quite a bit. In this article, I will look at the company's performance, the backdrop, the results, and give you an update on my assumptions for the business. Booz Allen Hamilton - Upside is there, but may re...

核心要点 据《MS Now》周四报道，总统唐纳德・特朗普正准备解除司法部长帕姆・邦迪的职务。 四名消息人士向《MS Now》透露，邦迪即将离职。 知情人士称，美国环保署署长李・泽尔丁是接替她的热门人选。 2025 年 6 月 5 日，美国华盛顿，司法部长帕姆・邦迪与总统特朗普在白宫参加 “美国警察兄弟会” 圆桌讨论时发言。 据《MS Now》周四报道，总统唐纳德・特朗普正准备解除司法部长帕姆・邦迪的职务。 四名消息人士向《MS Now》透露，邦迪即将离职；三名知情人士向该媒体表示，环保署署长李・泽尔丁是接替她的人选之一。 该媒体称，特朗普近日已告知邦迪，她很快将被解职。 “她的时间不多了，” 一名消息人士告诉《MS Now》，并指出特朗普近期一直在与共和党人及盟友商讨解除邦迪职务的事宜。 《MS Now》指出，邦迪的解职计划尚未正式公布或最终确定，仍有可能发生变动。 责任编辑：郭明煜

Tesla’s EV sales miss expectations again in deepening slump The Mercury News

Tesla’s EV sales miss expectations again in deepening slump mercurynews.com

Tesla’s EV sales miss expectations again in deepening slump East Bay Times

HQY rides on strong HSA growth, AI-driven efficiency gains and solid Q4 results, though data security threats remain a key risk.

Market sentiment among individual investors remained pessimistic overall, even as optimism improved slightly, according to the latest survey from the American Association of Individual Investors. Bullish sentiment, or expectations that stock prices will rise over the next six months, increased to 33.6% for the week ended April 1, up from 32.1% in the prior week. Meanwhile, bearish sentiment climbed to 51.4% from 49.8%. Equity markets remained volatile through the week, as developments surrounding the U.S.-Iran conflict continued to drive investor sentiment and risk appetite. Stocks saw sharp swings, with major indexes periodically falling into the red on concerns over potential escalation, before paring losses or rebounding on signs of possible de-escalation. Uncertainty over the Strait of Hormuz, and fluctuating ceasefire expectations kept markets on edge, while global equities reflected a broader risk-off tone across regions. Meanwhile, Treasury yields moved higher during the period, hitting multi-month highs and signaling growing pressure in fixed-income markets, adding to the cautious tone across asset classes. Volatility remained elevated throughout the period, with investors navigating a mix of geopolitical uncertainty and shifting market expectations, which continued to weigh on broader confidence. According to AAII, neutral sentiment, or expectations that stock prices will stay essentially unchanged over the next six months, also fell during the week, with the figure standing at 15.0%, compared to 18.1% last week. The survey has been conducted by the American Association of Individual Investors since 1987, in which it asks respondents for their thoughts on where the market is heading in the next six months. S&P 500 Tracking Funds: (MUTF: FXAIX ), (MUTF: VFIAX ), (MUTF: VFFSX ), (MUTF: SWPPX ), (NYSEARCA: SPY ), (NYSEARCA: VOO ), (NYSEARCA: IVV ), (NYSEARCA: RSP ), (NYSEARCA: SSO ), (NYSEARCA: SH ), (NYSEARCA:SDS), and (NYSEARCA: SPXU ). More on S&P 500 Index...

总台记者获悉，当地时间4月2日晚，伊朗向以色列特拉维夫发动新一轮导弹袭击。（央视新闻）

英国周四指责伊朗挟持全球经济。彼时四十余国外交官正商讨重启霍尔木兹海峡通航的方案。这条关键航运要道，已因美以对伊朗开战陷入停运。 美国并未参与此次线上会议。此前特朗普已明确表态，他认为保障这条因美以对伊朗战事关闭的航道畅通，并非美国的责任。特朗普还贬低欧洲盟友未支持这场战争，并再度威胁让美国退出北约。 英国外交大臣伊薇特・库珀表示，此次磋商聚焦政治与外交手段、而非军事途径，彰显国际社会重启海峡通航的坚定决心。 她在会议开幕时称：“伊朗封锁国际航运要道，以此挟持全球经济。油价与粮价暴涨的乱象难以持续，正冲击世界各地的家庭与企业。” 海峡航运近乎停滞 伊朗袭击商船，且扬言发动更多打击，致使这条连接波斯湾与全球大洋的航道近乎断航。全球石油运输关键通道受阻，油价应声飙升。 航运数据机构劳氏情报称，自2月28日战事爆发以来，海湾地区已发生23起针对商船的直接袭击，造成11名船员遇难。 该机构周四发布简报指出，海峡通航量已降至极低水平，仅剩规避制裁、运输伊朗原油的油轮零星通行。伊朗仍暗中审核过往船只，持续扼守这条战略水道。 特朗普周三晚间发表电视讲话称，依赖霍尔木兹海峡石油运输的国家必须主动守护航道，美国不会出手。 当前战事胶着，伊朗可动用反舰导弹、无人机、攻击艇与水雷打击船只，暂无国家愿意武力强行打通海峡。 法国总统埃马纽埃尔・马克龙直言，武力开通航道不切实际。 他周四到访韩国期间对记者表示，唯有停火谈判后与伊朗协作，才能重启海峡通航。 法国正推动组建含欧洲及非欧洲国家的国际护航编队，待冲突最激烈阶段过后，为油气游轮提供航道护航。英国政府透露，多国军事规划人员将于下周会商战后安保方案，含扫雷作业与商船护航保障举措。 与此同时，英国、法国、德国、意大利、加拿大、日本、阿联酋等三十余国联合发声，要求伊朗停止封锁海峡，并承诺协同采取合理行动保障航道安全通行。 库珀称，参会国家已从此前公布的35国增至四十余国。各方研讨外交部署与国际预案，助力海峡安全复航，并着手营救因战事被困在两千艘船只上的两万余名船员。 会议意在向特朗普传递信号 此次国际协作，效仿英法牵头组建的“自愿联盟”模式——该联盟旨在俄乌停火后维系乌克兰安全，本质也是向特朗普政府证明，欧洲正主动扛起防务责任。 特朗普再度抛出美国或退出北约的言论，进一步凸显欧洲强化本土防务的迫切性。他周三称北约对美国极为不公。 伦敦国王学院中...

‘I didn’t meant to take a stance,’ says Spurs head coach Fan groups had opposed De Zerbi’s appointment The new Tottenham head coach, Roberto De Zerbi, has apologised for his past comments on Marseille forward Mason Greenwood and insisted he would never intentionally downplay the issue of violence against women. Spurs turned to De Zerbi after interim head coach Igor Tudor was sacked on Sunday with the Premier League outfit in 17th position and only one point above the bottom three after a disastrous campaign. Continue reading...

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Thursday's key moments. 1. Stocks are having a roller-coaster Thursday, the final trading day of the week because markets are closed Friday for Good Friday. Stocks fell sharply at the open after President Donald Trump's hawkish speech on the Iran war stoked escalation concerns and sent oil prices surging. But after the Morning Meeting ended, Iranian state media said that Iran is working with Oman on a protocol for ships passing through the Strait of Hormuz, which relieved some pressure on oil prices and helped stocks bounce well off their lows. The S & P 500 even briefly traded higher on the day. Jim Cramer said he's keeping an open mind in this frustrating and confusing market. "When our stocks are down badly, my instinct is to want to buy them because I like what we have," he said. Director of Portfolio Analysis Jeff Marks added, "[We're looking at stocks we like for the long term, and when they come in, we'll nibble." For now, though, the market has to get more oversold to make an opportunistic trade. Some of our stocks bucking Thursday's down market include Corning , Linde and Costco . 2. Amazon is in negotiations to acquire satellite company Globalstar , the Financial Times reported. A deal with Globalstar would advance Amazon's nascent internet-from-space service called Leo. Amazon has launched about 200 satellites in low Earth orbit since last April , competing with SpaceX's Starlink , which has a major lead with more than 10,000 satellites in orbit and over 10 million users . Back in 2024, iPhone maker Apple took a 20% stake in Globalstar to fund the expansion of iPhone satellite services. While some have questioned Amazon's spending on Leo, Jim said he has been told by Amazon CEO Andy Jassy that it's "mission critical to have a satellite network." We see this potential expansion as an incremental positive to the Amazon flywheel by b...

Robert Way Chagee Holdings Limited ( CHA ) rallied in Thursday afternoon trading after JPMorgan upgraded the premium tea stock to an Overweight rating from Neutral. Notably, Chagee's ( CHA ) valuation looks attractive to JPMorgan compared with the Yunnan, China-based company's China consumer peers. Analyst Jessie Xu highlighted that after same-store declines for five consecutive quarters, improvement was seen in Q4 of 2025, and the momentum extended into Q1 of this year. The firm believes the worst is behind the stock and that Chagee ( CHA ) should be able to realize positive same-store sales growth by the end of 2026. "We now see better risk-reward in Chagee and the potential for a rerating (P/E mean reversion) given the better chance of a turnaround supported by new initiatives, 8% FY26E dividend yield, and strong free cash flow," highlighted Xu. JPMorgan's price target on Chagee ( CHA ) of $16 is based on a 10X 2027 P/E multiple, which was noted to still be below the historic mean. Shares of Chagee ( CHA ) rose 7.4% in Thursday afternoon action to $9.91. The IPO was priced at $28 per share, and the post-IPO high for the stock is $41.80. More on Chagee Holdings Limited Chagee: A Divergence In Short-Term And Long-Term Prospects Chagee Holdings Limited (CHA) Q4 2025 Earnings Call Transcript Chagee: Dividend Is Attractive, But Growth Is Weak Chagee to open stores in South Korea as expansion plans continue Historical earnings data for Chagee Holdings Limited

A NASA crew of four astronauts are preparing for a critical stage of their journey that will set them on course for the moon, a step that will ultimately bring them closer to the lunar surface than anyone has been in more than 50 years. The Lockheed Martin Corp. -built Orion capsule carrying the crew is set to ignite its main engine Thursday evening, which will propel them toward the moon. Known as the translunar injection burn, this step has little room for error in order to put Orion on the correct trajectory. The critical engine firing is set to occur on the second day of the 10-day mission to lap the moon. The astronauts for the Artemis II mission launched to space Wednesday evening from the Kennedy Space Center in Florida. It’ll take the crew about four days to travel to the lunar vicinity, with plans for a flyby of the surface on April 6. If successful, the journey will be a major victory for NASA, which has spent years trying to get this point and billions of dollars. The space agency has long-term plans to set up a base on the moon where astronauts can live and work. The astronauts for the Artemis II mission — named after the twin goddess of Apollo in a nod to the NASA moon missions of the 1960s and 1970s — won’t land on the lunar surface during this journey. But the plan is for a future crew to do so in 2028. Read More: NASA Astronauts Reach Safe Orbit in Historic Moon Mission If the current mission unfolds as planned, the astronauts’ trajectory will take them within roughly 4,112 miles (6,618 kilometers) of the moon, with the orb appearing about the size of a basketball held out at arm’s length in the capsule window. The crew would break the record for the farthest any human has traveled in space, surpassing the crew of the Apollo 13 mission in 1970. Artemis II is commanded by NASA astronaut Reid Wiseman. He is joined by NASA astronauts Victor Glover, the mission’s pilot, and Christina Koch, a mission specialist. Rounding out the crew is Canadian astronaut...

The Artemis II mission is the first time humans have headed to the moon since 1972. That year also marked the debut of The Godfather and the Egg McMuffin. (Image credit: Evening Standard/Getty Images)

即期布伦特原油价格飙升至141.37美元/桶，创下2008年以来最高水平。

Key PointsTesla Q1 deliveries rose versus the year-ago period, but were 14% lower than the fourth quarter.

Why Tesla Stock Fell After Q1 Deliveries Yahoo Finance

HighPoint Advisor Group LLC's Meta Platforms Inc(META) Holding History GuruFocus