The S&P 500 Index ($SPX) (SPY) today is down -0.88%, the Dow Jones Industrial Average ($DOWI) (DIA) is down -0.59%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -1.22%. March E-mini S&P futures (ESM26) are down -0.95%, and March E-mini Nasdaq futures (NQM26) are down -1.32%. Stocks are under pressure today, with the S&P 500 and Nasdaq 100 falling to 3.75-month lows, and the Dow Jones Industrials falling to a 5-month low. Stocks are sliding today on concerns about the spillover effects of elevated energy costs from the war with Iran to inflation and economic growth. Join 200K+ Subscribers: Also, inflation fears are pushing global bond yields higher today, weighing on stocks. The 10-year T-note yield rose to a 7.5-month high today of 4.38%, the 10-year UK Gilt yield jumped to a 17.5-year high of 5.02%, and the 10-year German Bund yield climbed to a 14.75-year high of 3.03%. The Iran war enters its twenty-first day with no end in sight as Iran presses ahead with attacks on neighboring states. Kuwait said today it shut several units at its Al Ahmadi refinery after multiple strikes, and Bahrain reported a fire at a warehouse. Also, Saudi Arabia and the United Arab Emirates said they intercepted Iranian missiles and drones today. Market sentiment also worsened today after Axios reported that the US is considering plans to take over Iran’s Kharg Island, Iran’s key oil-export site, to put pressure on Iran to reopen the Strait of Hormuz. Market volatility may be higher than usual today due to the quarterly event known as triple witching. Citigroup estimates that about $5.7 trillion in March options, futures, and derivatives on stocks, indexes, and exchange-traded funds will expire today. President Trump on Thursday pressed for de-escalation of attacks on Middle East energy sites, following Iranian and Israeli strikes on major gas fields. Mr. Trump said the US wasn't involved in the South Pars attack and said Israel would refrain from further strikes on the site. Iran said ...

Almost three weeks into the war on Iran, markets are starting to price in the second order effects of entropy spreading through the world’s energy system. Investors have been underestimating the commodity shock rippling through the economy. Now, some are forecasting a stock rout . Take the knock-on effects from rising diesel fuel prices. Some truckers tell us they’re already adding a 5% transport surcharge to deliver consumer goods . That kind of inflationary activity has central bankers on edge and bond traders already forecasting a higher price on debt later in the year. It also raises the possibility of stagflation, as energy demand collides with physical shortages of feedstock and fuel. To be sure, policy makers are trying to react. We’re told Italy is attempting to purchase more natural gas from Algeria. Spain approved a €5 billion ($5.8 billion) aid package to ease the economic effects of the war. Refineries are paying huge premiums so they can continue making critical products like fertilizer . US President Donald Trump thought he could fight wars without becoming trapped by them, writes Becca Wasser in our Weekend Essay . Frustration with this situation boiled over today when Trump called his NATO allies “COWARDS’ in a social media post. As Iran continues to fight back, prolonging the conflict by lashing out against Gulf Arab states , the US president is learning the old Prussian military maxim: “No plan survives first contact with the enemy.” What You Need to Know Today Dubai’s carefully cultivated image as a glittering oasis of Middle Eastern calm has taken a hit. Some Britons who represent its largest European expat community are having second thoughts about making the desert city their home . Incidents at Dubai International Airport, where airspace was briefly closed this week , have prompted British Airways to pull flights until at least June. Dubai’s thriving international scene faces damage from the Iran conflict. Periods of extreme social upheaval so...

This article first appeared on GuruFocus. Dell Technologies (NYSE:DELL) rose about 6%on Friday morning as investors shifted toward the company following legal developments involving rival Super Micro Computer. The move came after U.S. authorities charged individuals linked to Super Micro with allegedly diverting servers containing restricted Nvidia chips to China, raising concerns about compliance risks and operational disruption at the company. Dell, which competes in the same AI infrastructure market, appears to be benefiting from the fallout. The company supplies enterprise servers, storage, and data center systems that can serve as alternatives to Super Micro's offerings. Analysts and investors may see Dell as a more stable option amid uncertainty surrounding its rival. The legal case has introduced governance concerns in the AI server segment, prompting some customers to reassess supplier relationships. The larger change is occurring due to the hot market of AI infrastructure, which remains while the companies continue to invest in their data centers and in their computing capabilities. Dell has a sound business base and has been slaughtering it with AI-enabled optimized server sales, so it might be able to take a chunk of the demand should customers change their orders.

Source: Bloomberg, 0:00

周五（3月20日）欧市尾盘，英国10年期国债收益率涨16.2个基点，报5.005%，本周累计涨17.7个基点，整体呈现出V形反转。两年期英债收益率涨18.2个基点，报4.577%，本周累涨44.4个基点。30年期英债收益率涨14.4个基点，报5.578%，本周累涨7.8个基点；50年期英债收益率涨15.2个基点，报5.146%，本周累涨8.7个基点。2/10年期英债收益率利差跌1.78个基点，报+41.95个基点，本周累跌27.16个基点。

亚马逊旗下AWS与Cerebras Systems Inc.合作，将共同开发AI推理解决方案。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Investing.com -- Tesla Inc (NASDAQ:TSLA) announced on Friday that it expects the Netherlands vehicle authority RDW to approve its Full Self-Driving (Supervised) technology by April 10, 2026, a three-week delay from the previously anticipated March 20 target date. The approval would mark a critical milestone toward potential EU-wide availability of Tesla's autonomous driving system during summer 2026. The electric vehicle maker confirmed it has completed the final vehicle testing phase with RDW and submitted all documentation required for UN R-171 approval plus Article 39 exemptions. The Dutch authority is now reviewing the comprehensive package of test results and documentation internally. "We are anticipating a possible EU-wide approval during the summer," Tesla Europe said in the announcement. The company added: "We're extremely proud of the work conducted with the RDW team up until this point. We very much look forward to the approval in April, and sharing FSD (Supervised) with our patient EU customers." Commenting on the development, Barclays analyst Dan Levy said, "[o]ther EU countries will be able to recognize Netherlands approval, potential EU-wide approval during the summer." He sees the news as a positive for the stock as European regulations have limited FSD. Extensive Testing Program Tesla disclosed that the approval process involved an intensive 18-month testing and documentation effort. The program included over 1.6 million kilometers of FSD testing on EU roads, more than 13,000 customer sales ride-alongs, and over 4,500 track test scenario executions. The regulatory submission encompasses thousands of pages of written documentation addressing more than 400 compliance requirements, along with dozens of research studies examining safety performance and results. RDW serves as the type approval authority for Tesla in Europe, making its decision critical for broader market access. Under EU regulations, following Netherlands approval, other European countrie...

美国3月20日当周石油钻井数 414，前值 412。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

格隆汇3月21日｜以色列国防军：在德黑兰和伊朗中部的两波空袭中，以色列空军轰炸了数十个伊朗军事基地。

The head coach will not necessarily pick the better player, or the one in form, but the one who best fits a specific role Amid the intrigue of the final weeks of the domestic season comes a reminder that the World Cup is fast approaching, that England have just four more warm-up games before they face Croatia in their first group game in Arlington in June. Thomas Tuchel’s plans are coming in to focus: these friendlies against Uruguay and Japan are the last chance for experiments or tests before the final honing in the USA. Tuchel has been refreshingly consistent in prioritising balance over individuals. Even Gareth Southgate fell into the celebrity trap near the end, his Euro 2024 squad a shapeless gaggle of stars who scrambled to the final despite an old-fashioned incoherence. For Tuchel, the stars-versus-system question crystallises around the central attacking midfield role, where, in recent games, Morgan Rogers has been preferred to Jude Bellingham. Although Cole Palmer has showed some signs of returning to form, that still feels like the highest-profile selection decision for Tuchel, particularly given his apparent disquiet around Bellingham’s robust self‑confidence and the impact that may have on the rest of the squad. Continue reading...

Saturday Football 8am (all times BST) Matchday live Normally the Premier League weekend starts here, but David Tindall will have the reaction to Friday night’s Bournemouth v Manchester United game as well as the buildup to the day’s action. He will be looking at the fallout from Thomas Tuchel’s England squad selection, as well as looking forward to the day’s four Premier League games. It’s a full-on day in the Championship, too, with Middlesbrough’s recent stumbles opening up third-placed Ipswich’s shot at automatic promotion – except they are at home to a fourth-placed Millwall side motivated by injustice, after losing against Blackburn in a game that turned on a red card that was subsequently annulled. Send your thoughts on anything to do with the day’s games to matchday.live@theguardian.com Read now Football Noon Women’s Super League clockwatch Do we have a WSL title race? Manchester City could only draw at Aston Villa last weekend, and the pack have a chance to put a bit of pressure on them if the leaders slip up again at home to Tottenham. Chelsea at least closed to within seven points in midweek and are at London City Lionesses, while Arsenal – four points worse off than Chelsea but with two games in hand – are at struggling West Ham. Emillia Hawkins will have all the goals from those matches plus the visit of Everton to Manchester United, who will regret only drawing at West Ham on Wednesday when they could have cut City’s lead to six points. Football 12.30pm Brighton v Liverpool live As Ed Aarons wrote in our things to look out for this weekend: “The Amex has not been a happy hunting ground for Liverpool in recent years: they have won only once at the ground in their last five visits and that was in the Carabao Cup last season.” Can Brighton – who like the Reds have three wins in their last five league matches – frustrate Arne Slot’s men again? When the sides met on the south coast last May, the visitors had been partying as champions so the late defeat bare...

City Football Academy, Friday 10 January 2025: Nico O’Reilly’s career is about to rocket into orbit because, during Manchester City’s final training session before their FA Cup third-round tie with Salford, Pep Guardiola has unexpected news. “He said: ‘Right, you’re playing at left-back tomorrow,’” says O’Reilly, who had never been used in the position. It was only his fourth first-team appearance but just over a year later he has played twice at left-back for England and is preparing for Sunday’s Carabao Cup final against Arsenal. “I did well, gradually, and started playing there more,” O’Reilly says of becoming a defender. “I was happy with it. I didn’t mind it, enjoyed it – it was a good challenge. Then this season I started to go back into midfield a bit.” O’Reilly joined City at eight and progressed through the age groups until his senior competitive debut, as a midfielder, in a 2-1 Carabao Cup win against Watford in September 2024. Two more appearances in midfield followed – against Sparta Prague and Tottenham – before the switch to left-back, a position Guardiola has not always filled with a specialist. After O’Reilly scored in City’s 8-0 hammering of Salford he became a regular – mostly in the new position, including from the start of last May’s FA Cup final defeat by Crystal Palace. He says: “In the first few games, it’s a bit like: ‘This is new.’ You go from 200 people watching to thousands and thousands. A big difference. As the games go on you get more used to it, comfortable, confident, and find it OK.” The Cup final was O’Reilly’s 13th competitive start of a season that he finished with five goals and two assists. He also created 15 chances, alongside making 30 tackles and 600 successful passes – at an 87.3% success rate. About 70% of his minutes came at left-back but he also played in central midfield, defensive midfield and at centre-back. Guardiola prefers his footballers to be tall and robust so at 6ft 4in and a little under 13 stone O’Reilly is id...

格隆汇3月21日｜白俄罗斯在与美国特使举行会谈后释放了250名政治犯——这是该国历史上规模最大的一次释放行动，其中包括活动人士、记者和反对派人士。 作为交换，美国放宽了对白俄罗斯关键经济领域的制裁，特别是针对钾肥出口、主要银行和财政部的制裁。 该协议标志着两国关系出现务实的缓和，双方还就恢复外交关系与合作进行了讨论。

Palantir Technologies Inc stock surges on UBS upgrade to $200 target amid AI boom AD HOC NEWS

格隆汇3月21日｜巴西总统卢拉：我们将买回巴伊亚州的炼油厂；这可能需要一段时间，但我们一定会这么做。

多家企业在新规申报文件中披露退税情况及在爱尔兰、马耳他的税务筹划 内容摘要 新会计准则要求企业详细披露现金缴纳税款情况，公开其在全球各国的纳税金额及影响实际税率的相关因素。 英伟达去年向美国政府缴纳了近 170 亿美元税款； 摩根大通 获得 11 亿美元退税；在爱尔兰与马耳他的业务布局帮助多家企业降低了税负。 这些关键信息均来自新会计准则要求的详细税务披露，让投资者得以最清晰地了解企业税务状况。申报文件显示了大型企业的现金纳税金额，以及税款流向了哪些国家。 新规对上市公司说明其实际税率为何与美国法定 21% 税率存在差异做出了统一规范。在年度证券申报文件中，企业现在必须提供更细化的税收优惠及海外运营数据。 《华尔街曰报》联合数据分析公司 Calcbench，梳理了约 1100 家已完成新披露企业的详细信息。 美国大额现金纳税企业 芯片制造商英伟达去年盈利飙升，向美国缴纳 168 亿美元 企业所得税，为已披露企业中最高。此前年份，企业无需按国家分列现金纳税数据。 英伟达缴纳的税款占全美企业所得税总额的近 4%，尚不足以覆盖联邦政府一天的平均支出。 排名前六的企业合计缴纳联邦所得税超 530 亿美元，占总税收的 13%。2025 年，纳税额均不低于 10 亿美元的 43 家头部企业，贡献了美国企业所得税收入的逾四分之一。 部分企业则获得了联邦退税，其中摩根大通退税规模达 11 亿美元。该行向其他地区缴税超 64 亿美元，包括向英国缴税 9.87 亿美元、印度 5.82 亿美元、纽约州 5.38 亿美元。摩根大通表示，退税源于往年预缴税款超额。 退税也可能来自税务审计完结：该行称联邦及州级审计为其带来 6.29 亿美元税收收益。尽管获得现金退税，摩根大通 2025 年仍在财报中确认了 76 亿美元联邦所得税会计费用，全球实际税率为 21.4%。 苹果 、 甲骨文 、 微软 等部分美国头部盈利企业，因财年起始时间不同，需数月后才会披露相关数据。 少数美国本土企业披露未向美国缴纳现金税款，仅在海外纳税。矿业公司自由港麦克莫兰便是一例，其披露向印度尼西亚缴税 22 亿美元、其他地区 7.04 亿美元，未向美国联邦及各州缴税。公司发言人表示，长期以来其美国业务盈利能力远低于海外业务。 制药企业的爱尔兰税务布局 美国大型企业合计向爱尔兰缴纳现金税款约 120 亿美元，超过美国以外所...

Hi everyone. Today we’re talking to a top game director about how to make games in less time, but first... This week’s top gaming news: A judge ruled that Krafton Inc. must reinstate the fired CEO of Unknown Worlds, the developer of Subnautica 2 Savvy Games Group will buy the mobile game studio Moonton for $6 billion The much-hyped Crimson Desert released to subpar reviews, leading to a big stock hit for publisher Pearl Abyss Corp. Putting the ‘Pre’ in Pre-production It’s always fun to listen to Josh Sawyer talk about video-game development. Sawyer, a well-respected designer who has been making games for nearly 30 years, has a lot of strong opinions about how things should be done. He also has an interesting perspective on how to shorten the amount of time it takes to make video games — something I thought was worth spotlighting during an era when the length of production has ballooned, leading to bloated budgets, higher sales expectations and, ultimately, a period of reckoning for the industry . First, some context. Earlier this year, I published a story for Bloomberg Businessweek about Obsidian Entertainment, the beloved game developer responsible for a number of critically acclaimed role-playing games. Sawyer is the studio design director at Obsidian, where he’s worked since 2005. He’s also directed some of the studio’s best games, such as Fallout: New Vegas and Pillars of Eternity . I interviewed him in December when I went to Irvine, California to visit Obsidian for the story. In 2025, Obsidian released three new video games — Grounded 2 , Avowed and The Outer Worlds 2 — which was a rare and impressive accomplishment, but also might have been a mistake. It tasked the studio’s resources and was ultimately the “result of things going wrong,” Sawyer told me. The scheduling snafu happened because both Avowed and The Outer Worlds 2 were delayed multiple times, which inadvertently led to them coming out just eight months apart. Both games took more than six years to ...

Palantir (NASDAQ: PLTR) looks expensive, but that headline number may be hiding a far bigger opportunity. I break down the surprising valuation gap, the explosive growth engine behind the business, and the one bottleneck that could decide whether this rally has much further to run. Stock prices used were the market prices of March 13, 2026. The video was published on March 18, 2026. Continue reading

I try to keep my investments simple -- I love exchange-traded funds (ETFs) for the instant diversification; I don't fiddle around with options; and I believe in buying and holding funds for a long period of time, adding to my positions consistently over time and rebalancing a couple times a year. But like many investors, I have my tried-and-true, ride-or-die companies that I highly value. These are companies that, despite the opinions of naysayers, form the anchor of my current portfolio, and they are the first names that come to mind when anyone asks me for investment advice. If I were just starting out today, the first two stocks I would buy with a $10,000 nest egg would be Nvidia (NVDA 2.19%) and Palantir Technologies (PLTR 2.42%). Both have done extremely well and have long runways to continued growth. 1. Nvidia Nvidia has been a massive winner over the last three years -- a $5,000 investment would be worth nearly $36,000 today. That's a gain of 621% for the chipmaker, whose graphics processing units (GPUs) are considered the gold standard for training and running artificial intelligence (AI)-powered programs and other high-level computing tasks. Expand NASDAQ : NVDA Nvidia Today's Change ( -2.19 %) $ -3.91 Current Price $ 174.65 Key Data Points Market Cap $4.3T Day's Range $ 174.56 - $ 178.11 52wk Range $ 86.62 - $ 212.19 Volume 3.7M Avg Vol 173M Gross Margin 71.07 % Dividend Yield 0.02 % But you're not too late to jump in on Nvidia stock. The company is generating massive revenue and earnings gains, with revenue in the fourth quarter of fiscal 2026 (ending Jan. 25) of $68.1 billion, up 73% from a year ago. Net income was $39.5 billion, up 79% from last year, and earnings of $1.82 per share were a gain of 82% from a year ago. Nvidia rolled out its new Blackwell chips last year, and its next-generation Rubin chips should be top sellers, too. "With Nvidia infrastructure in high demand, even Hopper and much of the six-year-old Ampere-based products are sold out in...

Oil has already taken the top spot in the stock market, as the world watches high commodity prices and their deterring effect on economies. In the meantime, investors willing to capitalize on the business environment could keep a close watch on leading energy names like TechnipFMC plc FTI, Weatherford International plc WFRD and Nabors Industries Ltd. NBR. Oil Price to Remain High The price of West Texas Intermediate (WTI) crude is trading at more than $90 per barrel, according to data from oilprice.com, owing to the ongoing war in the Middle East. Also, in its latest short-term energy outlook, the U.S. Energy Information Administration mentioned its expectation for the WTI oil price this year at $73.61 per barrel, higher than $65.40 last year. Thus, the present crude pricing environment is highly favorable for exploration and production activities. This will increase the demand for drilling rigs and oil field services. 3 Stocks in the Spotlight: FTI, WFRD & NBR TechnipFMC With oil prices back to their glory days, TechnipFMC is gaining. This is because FTI is well-known for providing equipment and services to upstream companies. The company ended 2025 with a total backlog of $16.6 billion, a significant improvement over the prior year. Thus, with a strong backlog and a favorable commodity pricing environment, FTI, sporting a Zacks Rank #1 at present, is well-positioned to benefit. Weatherford International Like FTI, Weatherford International will capitalize on healthy oil prices. This is because WFRD aided upstream players to run their operations more smoothly and efficiently in a cost-efficient manner. Thus, the company, flaunting a Zacks Rank of 1, will continue to generate handsome cash flows for shareholders since oil prices are lucrative. Nabors Industries Nabors Industries is also well-positioned to benefit from rising oil prices because NBR offers high-specification rigs and is mainly known for providing rig technologies and drilling solutions. With high oil p...

Key Points Roth IRAs and 401(k)s are funded with after-tax dollars. If your income pushes you into a higher tax bracket, saving in a Roth may not be your best bet. In some cases, switching to a traditional retirement account could be a better bet. The $23,760 Social Security bonus most retirees completely overlook › When it comes to saving for retirement, you have choices. You could try to snag an immediate tax break on your contributions by funding a traditional IRA or 401(k). Or, you can save in a Roth retirement account for the various benefits involved. Roth IRAs and 401(k)s are funded with after-tax dollars, but they also allow your money to grow tax-free. They also allow for tax-free withdrawals during retirement. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Plus, with a traditional retirement account, you're eventually forced to take mandatory withdrawals known as required minimum distributions, or RMDs. Roth accounts don't impose RMDs, giving you more flexibility with your money. It often makes sense to fund a Roth IRA or 401(k) when your income is on the lower side. If you're not in a very high tax bracket, forgoing the tax break on contributions could make sense. But what if you've used to funding a Roth account and your income rises? Should you keep at it, or change your strategy? It could pay to hit pause on Roth contributions The higher your tax bracket, the less it might make sense to contribute to a Roth retirement plan during your working years. If you have a high income now, you may end up in a lower tax bracket during retirement, in which case it could pay to take the tax break on your IRA or 401(k) contributions now and pay taxes on withdrawals later. Now it may be that your income is suddenly a lot higher for different reasons. You may have gotten a big raise, a promotion, o...

AMD's FSR 4.1 update fixes major FSR 4 bugs GameGPU

Tesla expects Netherlands approval for FSD soon, paving way for EU-wide rollout Investing.com

Southwest Gas SWX benefits from contributions from an expanding customer base, driven by regional economic development and new rates. Debt management and systematic capital investment to strengthen infrastructure boost the company’s performance. The company’s long-term (three to five years) earnings growth is projected at 9.16%. SWX’s Tailwinds Southwest Gas continues to benefit from economic development in its service territory, which leads to an increase in demand, supporting a stable flow of revenues. The company upgraded its infrastructure in 2025 by installing 37,000 first-time meter sets, effectively supporting its steady customer base growth of 1.6% during the year. An expanding customer base, strong operational efficiency and new rate structures drive the company's projected annual net income growth to 9.5-11.5% for 2026-2030. The company plans to invest $1.25 billion in 2026 and expects a capital investment of $6.3 billion in 2026-2030. The above expenditure will enhance the company’s infrastructure while improving service reliability, ensuring consistent delivery and supporting long-term growth across its expanding customer base. SWX is utilizing lower debts than its industry peers to run its operation and has enough liquidity to meet its current obligations. This reflects that the company can fund its capital expenditure more efficiently with less dependence on external borrowing. The company maintains a strong financial flexibility. SWX’s Headwinds Southwest Gas relies on interstate pipelines for gas transportation from producers. Any disruptions or limited access can affect supply flow, potentially affecting its ability to consistently meet customer demand. This can affect the company’s financial performance. Price Performance of SWX In the past three months, Southwest Gas shares have rallied 5% compared with the industry’s 7.4% growth. Image Source: Zacks Investment Research SWX’s Zacks Rank & Stocks to Consider Southwest Gas currently has a Zacks Rank...

卡塔尔供气设施长期停运，将进一步巩固美国全球头号液化天然气出口国地位 内容摘要 伊朗袭击对卡塔尔拉斯拉凡液化天然气枢纽造成严重损毁，导致设施长期停运，全球天然气日供应量减少近 120 亿立方英尺。 随着伊朗袭击周边国家能源出口设施，美国能源企业有望在全球液化天然气（LNG）贸易中扮演更关键角色，并赚取巨额利润。 作为全球第二大液化天然气出口国，卡塔尔的液化天然气设施预计将停运数月，且无法恢复至战前产能水平。卡塔尔国家石油公司卡塔尔能源本月早些时候已宣布不可抗力，并表示伊朗在周三、周四发动的袭击对其拉斯拉凡枢纽造成了大面积损毁。 长期停运将对能源市场产生重大影响。分析人士称，卡塔尔供气中断意味着全球每日天然气供应量减少近 120 亿立方英尺，约占全球液化天然气总供应量的五分之一。即便战争结束，全球可用于居民供暖与工业发电的卡塔尔气源也将大幅减少。 结果是： 本已是全球最大液化天然气供应国的美国，将在全球库存持续消耗、买家面临数月供应中断风险之际，凭借可靠货源收获巨大优势与利润。虽然新建液化天然气工厂需要数年时间，但包括 Venture Global 在内的部分企业手中仍有未签长约的气量，如今可在现货市场卖出高价。 相关企业已接到大量买家咨询，询问 2020 年代后期的新增供应可能。冲突爆发前一日至今，Venture Global 股价上涨约 60%，切尼尔能源股价上涨约 22%。 “美国拥有全球最大的可增量液化天然气产能，将在这场历史性的市场动荡中发挥关键作用，”Venture Global 首席执行官迈克尔・萨贝尔本月早些时候对投资者表示，“公司已准备好助力稳定市场、保障供应。” 这是四年内第二次大规模能源供应中断助推美国巩固能源超级大国地位。2021 至 2022 年，俄罗斯切断对欧洲每日超 100 亿立方英尺的天然气供应，欧洲各国争相从美国抢购液化天然气，导致亚洲买家被挤出市场，只能增加燃煤、削减能源消耗。 此后，Venture Global、切尼尔、桑普拉等企业纷纷批准数百亿美元投资，新建或扩建大型液化天然气工厂。美国目前仍有部分项目在建，例如 埃克森美孚 与卡塔尔能源联合开发、长期推迟的金门通道项目，计划于今年投产。Venture Global 本月早些时候也批准了其路易斯安那州卡梅伦厂区的扩建项目，项目融资达 86 亿美元。 美国能源信息署数据显示，202...

undefined undefined/iStock via Getty Images Thesis Summary We’re now into week three of the Iran war, and there still seems to be no end in sight. What should have been a swift, surgical joint U.S.-Israeli bombing campaign against Iran has turned into something much bigger. Iran is not Venezuela, with its 90 million inhabitants and strategic position and assets in the Middle East. Today, the S&P 5000 finally broke below its 200 EMA, and as if Trump were tracking this, he quickly made two key announcements to lift stocks back up. But the damage may be done, and even though Trump is trying to backtrack, Iran may not let him. Let’s break down the latest in the Iran war below, A War Built on Mixed Signals Trump told CBS News on Monday that the war was "very complete, pretty much," claiming Iran's military capabilities had been wiped out. But in my opinion, and I think one shared by markets, this doesn’t line up with much of the other news we’ve heard over the last week, which, if anything, points towards escalation. We're now three weeks into this war, and Iran doesn't seem to want out. Tehran has retaliated with increased attacks on Israeli and U.S. assets across the Gulf region. It’s no longer just oil ships now being able to move, but actual production facilities, like Qatar’s LNG, which are being hit. If the war’s almost over, as Trump says, no one has told Iran. Iran's foreign minister told PBS NewsHour that negotiating with the United States would not "be on the table." Then Trump Backed Down During these last three weeks, the market could be described as volatile but definitely in a downtrend. SPX (Trendpsider) Down over 6% since the all-time highs, the S&P 500 actually fell below its 200-week EMA today. But as I write, the indexes are up 1%. This could be a technical bounce, but it’s likely driven by some key developments. Recent news suggests that the U.S. may actually lift sanctions on Iranian oil. This could help alleviate global demand, but it seems like a B...

Netflix ( NFLX ) and Warner Music Group ( WMG ) will collaborate on movies and documentaries based on the lives of Warner’s stable of musicians and songwriters, including David Bowie, Led Zeppelin, Madonna, and Coldplay. The films will be produced by London-based Unigram, founded by Amanda Ghost and Gregor Cameron in partnership with Access Industries, the parent company of Warner Music Group ( WMG ). More on Netflix, Warner Music Netflix: Extended Gains Seem Likely Netflix, Inc. (NFLX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Warner Music Group Corp. (WMG) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Netflix eyes leveraging KPop Demons success into a world concert tour Global recorded music revenue hit $31.7B in 2025 as paid streaming surged

Analysts’ Opinions Are Mixed on These Technology Stocks: Oracle (ORCL) and Jabil (JBL) The Globe and Mail

This article first appeared on GuruFocus. Alibaba (NYSE:BABA) and Tencent (TCEHY) erased roughly $66 billion in combined market value in about 24 hours, as investors sharply pulled back after both companies failed to outline a clear path to monetizing artificial intelligence. The reversal followed a wave of optimism tied to OpenClaw-style AI agents, but that momentum faded quickly after earnings left key questions unresolved. Alibaba's US-listed shares recorded their steepest drop since October, while Tencent experienced its worst decline in nearly a year, suggesting that expectations around AI-driven upside may have moved ahead of what companies were ready to demonstrate. The market reaction appears to reflect growing concern not about AI spending itself, but about the visibility of returns. Both companies are committing increasing capital toward data centers, talent and model development, yet investors were not given concrete timelines or product strategies that could translate those investments into revenue. Alibaba's results added another layer of pressure, with quarterly net income falling 67%, highlighting how rising AI-related costs are intersecting with a broader consumer slowdown that is weighing on margins. Analysts indicated that sentiment could remain cautious until companies begin showing measurable revenue contributions from AI across cloud, advertising or transaction-driven businesses. Alibaba is continuing to lean aggressively into AI, committing more than $53 billion toward infrastructure while targeting $100 billion in cloud and AI revenue over five years, even as its core e-commerce segment faces intensifying domestic competition. The company has begun rolling out new AI products and raising cloud pricing to capture demand, though the pace of monetization remains uncertain. Tencent, despite its strong ecosystem and data advantages through WeChat, also did not provide the level of detail investors were seeking around execution. With both companies ...

Across south-east Asia, governments are scrambling to find ways to conserve energy and shield the public from soaring costs, as war in the Middle East causes huge disruption in the global oil market. In Thailand, news anchors have been ditching their jackets after orders to reduce air conditioning use, while government workers in the Philippines are operating on a four-day week. Asia relies heavily on imported energy, much of which passes through the strait of Hormuz, and officials have warned further measures could be considered if the energy crisis worsens. Lucy Hough speaks to the Guardian’s south-east Asia correspondent, Rebecca Ratcliffe Continue reading...