The broad stock market was soaring today in response to news of a two-week ceasefire with Iran that includes reopening the Strait of Hormuz. Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) was among the winners, benefiting from a risk-on appetite in response to the detente. Though Alphabet doesn't have direct exposure to Iran or even high oil prices, it is one of the companies most exposed to the health of the global economy because of its size and focus on digital advertising. As of 11:31 a.m. ET, the stock was up 3.7%, outpacing the Nasdaq Composite's gain of 2.6%. Continue reading

在多数投资者因担心伊朗战争升级而大幅削减股票敞口之际，东方汇理却在股市下跌过程中买入。这一策略已获得回报。 随着为期两周的停火安排在最后关头达成、美国总统特朗普放弃推进对伊朗实施大规模打击的威胁，全球市场周三出现反弹。欧洲主要股指飙升，录得一年来最大涨幅。 “我们此前已经为TACO情形进行了布局，”东方汇理高级多资产投资组合经理Amelie Derambure表示。她所说的TACO是市场广泛使用的说法，指特朗普选择不落实其最强杨谈判立场的情形。这家总部位于巴黎的公司是欧洲最大的资产管理公司，管理资产约2.38万亿欧元（2.78万亿美元）。 美以针对伊朗的战争扰乱了市场，推高油价并引发对经济增长的担忧。欧洲基准斯托克600指数3月下跌8%，创2022年以来最大单月跌幅，标普500指数跌幅超过5%。 “在市场下跌过程中，我们逐步增加了股票持仓，尤其是在上周，”Derambure周三在电子邮件评论中表示。她补充称，其中包括买入部分美国股票。 责任编辑：李桐

SM Energy (SM) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Penguin Solutions, Inc. (PENG) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Iren (NASDAQ: IREN) could become one of the market's most explosive AI infrastructure stories, but the bullish thesis still depends on a build-out that is far from finished. That mix of huge upside, real execution risk, and premium valuation is what makes the stock so hard to ign

Apple catches a whiff of retail investor buying.

格隆汇4月9日｜Wood Mackenzie的Alan Gelder在报告中表示，要使中东产油国恢复约1100万桶/日的停产原油产量，波斯湾的出口物流必须恢复正常，同时还需要在为期两周的停火期间及之后，对通过霍尔木兹海峡的可行性建立信心。他表示：“已装载货物的船只都有动机在保险和安全保障允许的情况下尽快通过霍尔木兹海峡，但目前尚不清楚在安全前提下能够实现何种通行速度。”他补充称，前往装货的船只不太可能提前通过该海峡，而更可能采取“准时制”物流方式，以避免在敌对行动恢复时被困其中的风险。

在美国和伊朗同意实行两周停火、以换取德黑兰重新开放霍尔木兹海峡后，投资者争相买入股票，欧洲股市创下四年多来最大涨幅。 截至收盘，斯托克欧洲600指数上涨3.9%，创2022年3月份以来最大单日涨幅。在战争期间跌幅最大的股票录得一些最大涨幅。易捷航空和途易集团均上涨逾10%，旅游和观光类股领涨该指数。能源板块是唯一下跌的板块。 AJ Bell市场主管Dan Coatsworth表示：“投资者正试图押注市场情绪的转变，买入近几周遭受重创的一切资产，同时卖出那些表现良好的资产。” 这项协议为美国和伊朗达成一项长期协议、结束这场已引发全球能源危机的冲突争取了时间。市场中的大规模空头头寸，以及系统性投资者的看空仓位，也放大了这轮涨势。 巴克莱策略师表示，随着对冲基金和商品交易顾问基金撤除为对冲战争而建立的保护性仓位，股票市场可能会经历一次“强劲的轧空”。 责任编辑：李桐

Shares of e.l.f Beauty (NYSE: ELF) got crushed in March's trading. The cosmetics specialist's stock fell 34.2% in a month that saw strong bearish momentum for the broader market. The S&P 500 index fell 5.1% across the stretch, and the Nasdaq Composite declined 4.8%. The stock market faced pressures connected to the war in Iran last month, and e.l.f. Beauty saw outsized sell-offs. The stock also saw pullbacks in conjunction with new coverage from analysts . Image source: Getty Images. Continue reading

aydinmutlu/iStock via Getty Images Shares of a broad swath of U.S. industrial companies surged to 52-week highs on Wednesday, as markets rallied following a ceasefire agreement between the United States and Iran, easing geopolitical tensions that had weighed on investor sentiment. The gains were particularly pronounced among companies tied to infrastructure, electrification and defense-adjacent end markets, highlighting how investors are rotating into businesses with both cyclical upside and long-term structural demand drivers. Among the notable movers hitting fresh highs were Babcock & Wilcox ( BW ), BWX Technologies ( BWXT ), Comfort Systems USA ( FIX ), Curtiss-Wright ( CW ), ESCO Technologies ( ESE ), ITT Inc. ( ITT ), MasTec ( MTZ ), Modine Manufacturing ( MOD ), MYR Group ( MYRG ), Powell Industries ( POWL ), Preformed Line Products (PLP), Spire Global ( SPIR ), Vertiv Holdings ( VRT ) and Westinghouse Air Brake Technologies ( WAB ). Market rally with a clear tilt The ceasefire catalyst helped drive a broad risk-on move, but the concentration of new highs within this group points to a more targeted theme. Many of these companies sit at the intersection of three powerful trends: the buildout of AI-driven data centers, electrification of the grid and increased geopolitical focus on domestic infrastructure and defense resilience. Investors appear to be rewarding firms with exposure to large-scale capital spending cycles that are already underway and, in many cases, accelerating. AI infrastructure emerges as a unifying thread A key common denominator is exposure to the physical infrastructure behind artificial intelligence. Companies such as Vertiv, Modine, Comfort Systems and Powell Industries provide cooling systems, power management and electrical equipment essential for hyperscale data centers. As major technology companies race to expand capacity for AI workloads, demand for these systems has surged, driving strong revenue growth, expanding margins and record...

What’s next for Tesla after a disappointing EV delivery report (TSLA:NASDAQ) Seeking Alpha

jetcityimage/iStock Editorial via Getty Images What is next for Tesla after a disappointing Q1 2026 report? Tesla, Inc. ( TSLA ) has faced a challenging start to 2026, with shares falling approximately 21.5% year to date as of early April. The selloff was accelerated by a disappointing first-quarter production and delivery report, which revealed a significant inventory build of 50,363 vehicles and a dramatic 38.9% miss in energy storage expectations. Still, while the immediate reaction to the quarterly figures has been negative, analysts remain divided on whether the current valuation represents a buying opportunity or a warning sign of further declines. What Do Seeking Alpha Analysts Say About Tesla’s Future? Bulls pointed to the long-term “optionality” inherent in Tesla’s non-automotive ventures, specifically highlighting progress in Full Self-Driving (FSD), the Robotaxi initiative, and the Optimus robot. They also noted pockets of international growth, such as untapped demand catalysts in South Korea, and suggested that the risk-reward ratio is becoming favorable as the stock becomes “cheap” relative to its future potential in AI and energy. Bears, however, highlighted structural issues in the core automotive business, including narrowing competitive moats and intensifying pressure from rivals like BYD ( BYDDF ). They pointed to the massive discrepancy between production and deliveries, leading to a concerning rise in inventory, and argued that a trailing P/E ratio of over 300x is unjustifiable given the current margin compression and brand deterioration. Here’s a breakdown of what some analysts had to say: The Techie, Seeking Alpha Analyst , Rating: Buy: “Tesla stock is experiencing a sharp selloff, down 21.5% YTD, as the broader market pulls back on geopolitical uncertainty. I’m upgrading Tesla to a cautious Buy at current levels and think the risk-reward is favorable if the geopolitical and tariff headwinds ease.” - Tesla Stock: It’s Cheap Again (Rating Upgrad...

Among AI stocks, cloud computing giants have been the biggest spenders on data centers. But enterprise spending will pick up, says Goldman Sachs.

(RTTNews) - After a rousing start, the Canadian market pared some gains Wednesday morning, but remained firmly placed in positive territory around noon, as news about the U.S. and Iran agreeing to a two-week ceasefire.

US Defense Secretary Pete Hegseth declared today a “historic and overwhelming” victory over Iran, but there was little evidence of that in the Strait of Hormuz, the key waterway where hundreds of ship remain stuck . Hegseth spoke a day after President Donald Trump announced a two-week ceasefire , in a dramatic climb-down from pledges to annihilate Iran unless US conditions were met. Less than 24 hours later, it wasn’t clear whether the truce had even taken effect — with reports of ongoing hostilities rife across the Persian Gulf and Pakistan, which had brokered the agreement , warning against violations that threaten to undermine diplomacy. The accord nonetheless triggered a massive market relief rally , even if there were plenty of signs it may not hold. Iran has already signaled it would withdraw from the ceasefire if attacks against Lebanon continued, Tasnim reported, citing a personal familiar. While US rationales for the war shifted since the conflict began, Hegseth said the US had accomplished its war aims, including destroying Iranian ballistic missile capabilities, sinking the country’s navy that menaced merchant vessels in the region and bombing the country’s defense industrial base. To the US’s adversaries and allies though, the takeaway has been starkly different . Read our analysis on how Trump’s Iran war reinforced views that the administration is squandering American strengths and bolstering the likes of China and Russia. — Zoltan Simon What You Need to Know Today Trump isn’t the only one who’s coming in for criticism. Israeli Prime Minister Benjamin Netanyahu, the US president’s partner in the bombing campaign of Iran, is facing opprobrium from across the political spectrum for endorsing a cease-fire with an emboldened regime in Tehran, one that’s seen as continuing to pose a threat to Israel’s security. NATO Secretary General Mark Rutte, meanwhile, is facing criticism from some European allies for what’s seen as a deferential approach to Trump. Despi...

格隆汇4月9日｜当地时间4月8日，土耳其总统府新闻局发表声明称，土耳其总统埃尔多安与美国总统特朗普当日举行了电话会晤。双方重点就当前伊朗局势及地区热点问题交换了意见。声明称，双方讨论了已生效的美伊停火协议，埃尔多安对停火表示欢迎。埃尔多安表示，目前，出现了为期两周的“机会窗口”，各方应充分利用这段时间达成持久和平协议，必须防止和平进程遭到任何蓄意破坏。埃尔多安表示，土耳其将继续加大支持力度，与包括巴基斯坦在内的“友好兄弟国家”共同推动有关问题的政治解决。

【有線新聞】伊朗傳媒引述消息指，如果以色列持續空襲黎巴嫩，伊朗會退出停火協議。 以軍發放戰機出動片段，空襲黎巴嫩的軍事目標。伊朗總統佩澤希齊揚重申，黎巴嫩停火是伊朗10點停火方案的關鍵，議長卡利巴夫則發文指不過目前美方已違反停火方案其中3項條款，包括沒有在黎巴嫩實施停火、否認伊朗提煉濃縮鈾的權利，及有無人機闖入伊朗領空，認為雙方現時停火或進行談判並不合理。 美國副總統萬斯回應指仍正推進雙方談判，強調美國有遵守停火協議，重申停火範圍並不包括黎巴嫩，不排除伊朗誤解華府意思。

Roland Magnusson/iStock Editorial via Getty Images DNB Bank ( DNBBF ) ( DNBBY ) was upgraded to Overweight on upside potential to consensus NII. "We see clear upside potential to consensus NII even in a flat-rate environment and a more defensible competitive position in Norway. Our FY26-28 EPS estimates are 4-8% above consensus," said analysts Namita Samtani, Raghav Agrawal, and Krishnendra Dubey. Nordic banks' price-to-equity multiples have re-rated year-to-date. However, Barclays is selective given the trade-off between potential rate upside and competitive conditions in Sweden (constrained loan growth, rich deposit margins at risk, and fee pressure), according to the research note. The P/E multiples have re-rated +6% on average vs. a -3% de-rating for EU banks. Most re-ratings occurred before the Iran/U.S. conflict, noted the report. More on DNB Bank ASA DNB Bank ASA (DNBBY) Discusses Q1 Pre-Close Update on NII, Capital, and Regulatory Impacts Prepared Remarks Transcript DNB Bank ASA 2025 Q4 - Results - Earnings Call Presentation DNB Bank ASA (DNBBY) Q4 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating on DNB Bank ASA Historical earnings data for DNB Bank ASA

NoDerog/iStock Unreleased via Getty Images Introduction B&G Foods, Inc. ( BGS ) is down over 80% over the past half a decade, as the company's business model was hit significantly by the high-rate environment, and with cheap money now gone, they were forced into a major dividend cut back in 2022 with fear of a new one looming once again alongside inflation, tariff uncertainty, and margin pressure. However, the company is undergoing a significant transformation, aiming at reducing their size and leverage through significant portfolio adjustments, while the current valuation already accounts for very significant levels of risk. Portfolio Turnaround Advances B&G Foods IR B&G Foods reported an expectably weak 2025, marked by a significant ~$9.5 million hit from tariffs, cost pressures, significant impairment charges due to their ongoing portfolio transformation, which resulted in a drop in net sales, EPS, and virtually everything else. Meanwhile, the company also advanced on their debt repayment goals, with net interest expenses decreasing by 5% (~$7.8 million) to $149.6 million throughout the year. B&G Foods IR The free cash flow reached $70.75 million in 2025, a steep decline from the $103.65 million in 2024 and $222.07 million in 2023 as a result of the weakness mentioned above combined with working capital changes and a normalization of artificial inflation in 2023 from the ~$137.8 million non-cash loss on sales of assets, while the drop from 2024 to 2025 can be explained by tariffs, higher CAPEX and downsizing overall. Note however that this also includes the $11.5 million deposit for their acquisitions, meaning that the normalized FCF would be closer to $82.25 million. For FY26, BGS expects net sales to drop to $1.655 billion to $1.695 billion, with Adj. EBITDA relatively flat in the range of $265 million to $275 million and $0.55 to $0.65 in Adj. Diluted EPS. The company’s portfolio transformation continues to advance, recently announcing the ~$110 million acquis...

格隆汇4月9日｜据央视，当地时间8日，卡塔尔国防部宣布，卡塔尔当天遭到来自伊朗的七枚弹道导弹和多架无人机袭击。卡塔尔国防部还称，卡方防空系统对所有来袭的导弹和无人机进行了成功拦截。

Microsoft (MSFT) Stock: Is Wall Street’s Divergence Creating a Buying Opportunity? Blockonomi

U.S. attorneys general issue fresh warnings about investment scams using Meta Platforms' social networks, including deepfake driven schemes targeting retail users. The alerts coincide with NasdaqGS:META expanding AI powered advertising and rolling out a new PayPal partnership for one tap shopping and integrated payments. These developments draw new attention to Meta's role in financial safety, platform oversight, and its growing footprint in social commerce and transactions. For investors...

AI chips are no longer just training models in giant data centers on Earth but are also going to the Moon, analyzing images from lunar orbit before beaming back only the insights that matter. That’s exactly what Nvidia (NASDAQ:NVDA) is doing. While earthbound hyperscalers still drive the bulk of Nvidia’s growth, two announcements this week ... Nvidia Heads to the Final Frontier: Stakes Claim to the $1.8 Trillion Space Economy

imaginima/E+ via Getty Images Iran signaled Wednesday it may withdraw from the current ceasefire agreement if Israel continues its attacks on Lebanon, according to a source speaking to Tasnim news agency, which is believed to have ties to Iran’s paramilitary Revolutionary Guard, the Associated Press reported. The source indicated that Iran is actively reviewing the possibility of exiting the fragile ceasefire framework, emphasizing that a halt to fighting on all fronts—including against Lebanon’s Hezbollah—had been agreed upon by the U.S. as part of a two-week truce proposal. According to the source, Israel has carried out “clear violations of the ceasefire” with attacks on Lebanon since this morning. In response, Iran’s armed forces are reportedly identifying potential targets. In a pointed warning, the Tasnim source stated that if the U.S. cannot restrain its “rabid dog” in the region, Iran would “exceptionally help it do so—by force.” Oil tankers stopped passing through the strait because of Israeli attacks on Lebanon, Iran’s Fars news agency reported. Trump has said that reopening the strait was a condition for stopping the fighting. Earlier on Wednesday, Pakistani Prime Minister Shehbaz Sharif urged all parties in the Middle East conflict to respect the agreed-upon ceasefire, warning that reported violations are undermining diplomatic efforts. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on the Markets Clock Is Ticking On Iran's Oil Leverage The Iran War - Crisis Averted, But Inflationary Pressures Remain Commodities: Oil Slumps Below $100 After U.S., Iran Agree To 2-Week Ceasefire Pakistan PM urges Iran ceasefire compliance, citing some violations Energy stocks plunge with oil prices as U.S.-Iran ceasefire set to open Strait of Hormuz

Micron Technology Inc Stock (MU) Moved Up by 7.57% on Apr 8: A Full Analysis TradingKey

人工智能公司 Anthropic PBC 正在向科技企业开放一款功能更强、尚未公开发布的人工智能模型，以便为该先进 AI 系统未来可能大范围推广所引发的网络攻击风险提前做好防范。 Anthropic 周二宣布，将与 亚马逊 、 苹果 、 微软 、 思科 及其他机构共同发起一项名为 “丛雀计划”（Project Glasswing） 的专项行动。参与企业将可使用 Anthropic 全新的 Mythos 模型，查找自身产品中的安全漏洞，并与行业同行共享检测结果。 这家 AI 初创公司表示，目前暂无向公众发布 Mythos 的计划，并将根据丛雀计划反馈的信息，为该技术制定安全防护准则。 这一安排反映出科技企业日益加剧的担忧：更先进的 AI 模型可能被犯罪分子及国家背景的黑客滥用，用于查找源代码漏洞、绕过网络防御系统。AI 技术已被用于辅助实施网络攻击。曾有黑客利用 AI 工具协助发动入侵，影响到墨西哥政府相关系统。 Anthropic 的竞争对手 OpenAI 此前也强调其模型的网络安全能力不断提升，并推出试点项目，力求让防御方 “优先使用” 其工具。 Anthropic 前沿红队网络安全负责人牛顿・程表示：“我们认为这不仅是 Anthropic 一家的问题，而是全行业面临的挑战，私营企业与各国政府都需要共同应对。我们希望通过丛雀计划，让网络防御方抢占先机。” Anthropic 称已就 Mythos 与安全相关的能力与美国官员进行过沟通，但拒绝透露具体涉及哪些机构。程先生提到，公司此前已与美国网络安全和基础设施安全局（CISA）、美国国家标准与技术研究院（NIST）开展合作。 Anthropic 表示，Mythos 是一款通用型 AI 模型，并非专门为网络安全场景开发。不过程先生称，Mythos 已发现多个安全隐患，包括一个存在于关键互联网软件中、已有 27 年历史的漏洞。该 AI 系统还在一款热门视频软件的代码中找到一个存在 16 年的缺陷，而自动化检测工具此前已对其扫描过 500 万次，却始终未能发现。 Anthropic 研究产品管理主管黛安・佩恩表示，公司已设置防护措施，确保丛雀计划参与方对 Mythos 模型的访问受到严格管控，但出于安全考虑，拒绝透露更多细节。 责任编辑：郭明煜