Solventum Corporation SOLV is well-poised for growth in the coming quarters, driven by strong demand across its business segments, supported by continued investment in innovation, R&D and digital capabilities. The optimism, led by a solid fourth-quarter 2025 performance and a solid restructuring program, is expected to contribute further. However, concerns regarding tariffs and a rise in raw material costs persist. Over the past six months, this Zacks Rank #3 (Hold) company’s shares have lost 9% against the industry’s 0.1% growth and the S&P 500’s 1.6% rise. The renowned global healthcare solutions provider has a market capitalization of $11.9 billion. The company projects 4.3% earnings growth for 2026 and expects to maintain its strong performance going forward. Solventum’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 12.4%. Image Source: Zacks Investment Research Let’s delve deeper. Key Drivers of SOLV Stock Strategic Growth Drivers: Solventum outlined five key growth drivers expected to contribute more than 80% of future growth, focused on areas where it already has strong brands and clinical differentiation. In MedSurg, negative pressure wound therapy remains a major opportunity, supported by strong adoption of Prevena and the V.A.C. Peel and Place dressing. IV site management is another key driver, with rising demand for Tegaderm CHG and a significant runway for penetration. The company also sees momentum in sterilization assurance, backed by new Attest product launches. Beyond MedSurg, innovation remains central, with around 20 new product launches planned over the next two years. In Dental, core restoratives are driving growth, supported by products like Clinpro Clear and Filtek Easy Match. In Health Information Systems, revenue cycle management and adoption of the 360 Encompass platform, along with AI-driven autonomous coding capabilities, are expected to be major contributors to sustained ...

The unfolding global energy crisis triggered by the US-Israel war against Iran threatens to expose Taiwan’s long-standing energy weaknesses. Taiwan relied on imports to meet 95 percent of its energy needs in 2025, including over 99 percent of its demand for oil and natural gas. Furthermore, before the war, it received over 38 percent of its annual natural gas supply and approximately 70 percent of its crude oil from the Middle East, according to data from Kpler. To address the supply shortfall the war has created, Taiwan has assured the public that it has about 150 days of oil supply in reserve and has secured sufficient supplies of liquefied natural gas (LNG) to meet consumption needs through April. However, the expected summer surge in electricity demand could create severe energy shortages if shipments through the Strait of Hormuz don’t resume soon. In this scenario, there are measures Taiwan can take to ease the severity of the economic impact—but only slightly. An extended crisis could see large energy price spikes or even power rationing, potentially disrupting semiconductor manufacturing and cascading through global supply chains. Over the longer term, this energy shock serves as an urgent reminder that Taiwan should expedite its renewables build-out and promptly commit to restarting its nuclear power plants to alleviate its overreliance on fossil fuel imports. Taiwan’s oil reliance has declined, but remains high The oil intensity of the Taiwanese economy has decreased steadily over the past two decades, matching the larger global trend. This decline is attributable to energy efficiency improvements, the reduced role of oil in power generation, and the expansion of the services and semiconductor industries, which have diminished the relative weight of the oil-dependent petrochemical sector within the Taiwanese economy. However, Taiwan remains more oil-intensive than other major economies, leaving it comparatively more vulnerable to oil supply shocks. In the l...

Source: Bloomberg, 4:22

市场消息：伊朗导弹直接袭击以色列海法炼油厂后，海法多个地区停电。(新浪财经) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Source: Bloomberg, 4:22

作者：安妮卡・金・康斯坦丁诺 核心要点 礼来 宣布，其新一代减重药物 瑞他鲁肽（retatrutide） 在 2 型糖尿病患者中完成首次三期临床试验，可帮助患者控制血糖并减重。 用药 40 周后，与安慰剂相比，不同剂量组患者糖化血红蛋白平均下降 1.7% 至 2.0%，患者平均减重 16.8% 。 礼来重磅押注瑞他鲁肽，计划将其打造成继爆款减肥药 Zepbound 与即将上市的口服药 orforglipron 之后，肥胖症产品线的下一支柱产品。 礼来公司周四表示，其新一代减重药物 瑞他鲁肽（retatrutide） 在 2 型糖尿病患者中开展的首次三期临床试验取得成功，该药物可帮助患者控制血糖水平并实现减重。 与安慰剂组相比，在 40 周治疗周期内，该药物不同剂量组可使患者糖化血红蛋白（血糖控制核心指标）平均降低 1.7% 至 2.0%，达到研究主要终点。入组患者基线糖化血红蛋白水平在 7% 至 9.5% 之间，且试验期间未服用其他降糖药物。 瑞他鲁肽同时达成研究次要终点：仅统计持续用药患者时，最高剂量组在 40 周时平均减重 16.8% ，约合 36.6 磅；若纳入所有受试者（含中途停药者），最高剂量组平均减重仍达 15.3% 。 礼来心血管代谢健康事业部总裁肯・卡斯特在采访中表示，2 型糖尿病患者历来减重困难，因此该药物能同时实现显著降糖与强效减重，让公司 “倍感振奋”。 他补充道，因不良反应导致的停药率相对较低，最高仅 5%，这一结果同样 “令人满意”。 这是瑞他鲁肽迄今公布的第二批三期临床数据。该药物作用机制与现有注射类药物不同，至少在减重效果上表现更为突出。礼来重磅押注瑞他鲁肽，计划将其打造成继爆款减重针剂 Zepbound 与即将上市的口服药 orforglipron 之后，肥胖症产品线的下一支柱产品。 不过，礼来尚未就该药物用于肥胖症或糖尿病治疗提交上市申请。公司预计在今年年底前公布瑞他鲁肽另外七项三期临床试验的结果。 目前尚无瑞他鲁肽与同类药物的头对头试验，因此难以直接对比疗效。 尽管如此，瑞他鲁肽的糖化血红蛋白降幅并非礼来产品线中最优：在两项针对糖尿病患者的独立试验中，Zepbound 最高剂量组在 40 周时使该指标降幅超过 2%。 但卡斯特表示，与其他不作用于肠道激素的糖尿病药物相比，瑞他鲁肽的降糖效果 “依然极为强劲”。 他还指出，在肥胖与糖...

Credit: AMD AMD is reportedly planning a refresh of its Zen 5 CPU generation ahead of its next-generation Zen 6 release. The refreshed Zen 5 CPUs will have up to a 400MHz increase in base clock and a smaller boost clock bump, and are designed to take on Intel's refreshed Arrow Lake chips, which are looking increasingly valuable for 2026. AMD's Zen 5 has been at the top of the CPU pile since its 2024 debut. The X3D chips are the kings of gaming, and AMD's flagship productivity chips have more full-fat cores than Intel's best—although Intel's multithreaded performance can, in some apps, pull well ahead of AMD. With refreshed Arrow Lake on the horizon, though, potentially challenging AMD for value gaming and work, AMD is looking to hit back with updated chips of its own. The two chips reportedly getting the refresh treatment are the Ryzen 7 9700X and Ryzen 5 9600X. These chips could use AMD's precious "XT" moniker to differentiate them, but it's also possible we'll see 9750X and 9650X chip names to better distinguish them and make it clear they're stopgap products. AMD has refreshed its previous generations of CPUs, too, helping to keep them relevant for longer. Credit: Joseph Maldonado via PCMag AMD hasn't announced these chips yet, so any specification claims are mere rumor for now, but the rumor is that the new CPUs will come with a revised base and boost clock, per Tom's Hardware. The 9750X will have a base clock of 4.2GHz and a boost clock of 5.6GHz. That's 400MHz higher on the base, but only 100MHz on the boost, so not a dramatic improvement. The same clock bumps are found on the 9650X, which will reportedly have uplifted frequencies of 4.3GHz and 5.5GHz for base and boost, respectively. That increased base clock might make these chips good for smaller-form-factor systems, though the higher TDP may negate that. At the adjusted 105W mode these chips can operate on, there's only a 15W increase, though their official TDP is 65W, so compared to that, it's a more size...

GoodLifeStudio/iStock Unreleased via Getty Images Vacation rental company Airbnb, Inc. ( ABNB ) is following through on ambitious growth plans, and markets are rewarding it accordingly. Though shares in the stock are down about 3% YTD, shares are still up 5% over the past year and 4.7% over the past month. This is one of the better-performing stocks in recent weeks, especially given the volatility and turmoil seen elsewhere. Seeking Alpha - 1-Month Returns Of ABNB Stock The broader travel sector could see negative impacts from rising fuel prices , but I don’t necessarily believe this will hit ABNB as significantly as others that are more directly impacted, such as the transportation-focused travel names. With shares trading near the upper boundary of its 52-week range and at what I would view as a rich, but reasonable, trading valuation, I believe the stock is worth a ‘hold’ at current trading levels. ABNB Stock Key Metrics Shares in ABNB currently command a forward multiple of earnings of about 26x. This doesn’t compare well with historical averages. It’s also a slight premium to the broader market indexes. ABNB is more reasonably priced relative to itself through the lens of other metrics, such as its current enterprise value to sales and EBITDA. However, the multiples are still richly priced relative to the broader travel sector. Seeking Alpha - Valuation Metrics Of ABNB Stock The premium pricing is one reason why shares are graded as a ‘hold’ by the Seeking Alpha (“SA”) quants. I agree with the assessment here. While I can see justification for a higher multiple for companies with above-sector growth rates, ABNB appears to be beyond its fastest-growing development stages. Seeking Alpha - Growth Metrics Of ABNB Stock The broader SA analyst and Wall Street community would likely disagree with me here. Among the latter group, in fact, consensus price targets still see about 10% upside potential remaining in the stock. That’s respectable upside, in my view, though I...

Source: Bloomberg, 0:00

The World Bank is adjusting its playbook to account for the potential impact of artificial intelligence on workers, as it seeks to boost job creation in the poorest parts of the world. The Washington-based lender has identified tourism, healthcare, advanced manufacturing, agriculture and renewable energy as the most AI-resilient sources of employment, Chief Knowledge Officer Paschal Donohoe said in an interview in Accra on Wednesday. “We are now looking at how we can engage with governments in projects in those areas,” Donohoe said. “We believe on balance actually that in those kind of sectors, AI will not be the challenge to job creation that it could be in the economy overall.” Read More: Africa’s Economic Future Hinges on Creating 1 Billion Jobs The shift comes as the World Bank confronts a deepening global jobs crisis. An estimated 800 million people worldwide lack adequate employment, Donohue said. The problem is most acute in sub-Saharan Africa, where 1 billion people are set to enter the labor force by the end of the century, according to Bloomberg Economics analysis of United Nations data. World Bank research shows that 80% of employment needs to come from the private sector and Donohoe said the lender was working with it to create jobs. Education reforms can also help workers re-skill to meet the employment challenges posed by AI, he said. The Next Africa newsletter will run every weekday. Sign up here for the newsletter, and subscribe to the Next Africa podcast on Apple , Spotify or anywhere you listen .

PashaIgnatov Brent crude surged to roughly $110 per barrel as escalating tensions in the Persian Gulf intensified concerns over global supply. Notably, the rally began even before hostilities formally erupted on February 28, with markets embedding a geopolitical risk premium weeks in advance. In total, prices have climbed about 60% since the onset of the crisis, reflecting mounting fears of disruption through the critical Strait of Hormuz, Robin Brooks, senior fellow at the Brookings Institution, said. Analysis of current pricing suggests that oil markets are already factoring in a severe supply shock. Brooks noted that using standard elasticity-based models, the present price level implies that traders are discounting a scenario in which roughly half of Persian Gulf oil exports are permanently curtailed. Recent export flows—led by Saudi Arabia and Iran—indicate volumes nearing 10M barrels per day, or about half of pre-conflict throughput. Despite widespread speculation that oil could spike to $150 or even $200, such outcomes would likely require significantly more extreme disruptions than those currently implied, Brooks added in a Substack post. Elasticity estimates suggest that even under severe constraints, price increases of that magnitude are unlikely. Importantly, downside risks remain. A potential easing of conflict, shifting geopolitical strategies, or policy interventions—such as tighter sanctions on Iranian exports—could alleviate supply concerns. As uncertainty persists, markets remain highly sensitive to both escalation and resolution scenarios. Oil ETFs: ( USO ), ( UCO ), ( DBO ), ( OILK ), and ( USL ). Natural Gas ETFs: ( UNG ), ( BOIL ), and ( UNL ). Energy ETFs: ( XLE ), ( VDE ), ( XOP ), ( OIH ), ( AMLP ), and ( IXC ). More on markets S&P 500 breaks below its 200-day MA and hits a 4-month low as yields pop US2Y climbs to a 7-month high as the Fed dampens rate cut expectations UK Gilt yields skyrocket on BOE pause, U.S. Treasuries follow as rate cut ...

Image source: The Motley Fool. Thursday, March 19, 2026 at 10 a.m. ET Call participants President and Chief Executive Officer — Jay Schmidt Senior Vice President and Interim Chief Financial Officer and Chief Accounting Officer — Dan Carpel Senior Vice President, Corporate Development and Strategic Communications — Liz Dunn Takeaways Consolidated sales -- Caleres CAL +7.90% ) -- Brand Portfolio sales -- Up 1.5% on an organic basis and up 20.3% including Stuart Weitzman. -- Up 1.5% on an organic basis and up 20.3% including Stuart Weitzman. Lead brands sales contribution -- Represented nearly 60% of Brand Portfolio sales, up approximately 2% organically excluding Stuart Weitzman. -- Represented nearly 60% of Brand Portfolio sales, up approximately 2% organically excluding Stuart Weitzman. Famous Footwear sales -- Down 1.2%, with comparable sales up 0.1% and double-digit e-commerce growth for the third consecutive quarter. -- Down 1.2%, with comparable sales up 0.1% and double-digit e-commerce growth for the third consecutive quarter. Gross margin -- 42.9%, down 10 basis points, with Brand Portfolio excluding Stuart Weitzman down 130 basis points due to tariffs and markdown allowances, partially offset by channel mix. -- 42.9%, down 10 basis points, with Brand Portfolio excluding Stuart Weitzman down 130 basis points due to tariffs and markdown allowances, partially offset by channel mix. SG&A expenses -- $310.0 million, up $48.3 million or 18.3%, primarily due to $39.0 million from Stuart Weitzman, resulting in SG&A rate of 44.6% and 370 basis points of deleverage. -- $310.0 million, up $48.3 million or 18.3%, primarily due to $39.0 million from Stuart Weitzman, resulting in SG&A rate of 44.6% and 370 basis points of deleverage. Operating results -- Operating loss of $11.6 million and operating margin of -1.7%. Excluding Stuart Weitzman, operating earnings were $0.5 million and margin was 0.1%. -- Operating loss of $11.6 million and operating margin of -1.7%. Excludin...

is a senior reporter and author of the Optimizer newsletter. She has more than 13 years of experience reporting on wearables, health tech, and more. Before coming to The Verge, she worked for Gizmodo and PC Magazine. In 2021, the virtual world was the future of the internet. The pandemic had sequestered everyone indoors, heightening the appeal of digital communities. Facebook rebranded to Meta — a sign of the tech giant’s investment in and commitment to the metaverse as the future of the internet. Despite losing billions in VR, Meta released an upgraded version of the Quest 2 headset and began focusing on launching a higher-end Quest Pro. At the end of the year, it announced its plan to plunk down a rumored $400 million to buy the independent VR gaming studio Within, maker of a popular fitness game called Supernatural. Less than five years later, however, it shut the game down, leaving a community of avid fans bereft. To former FTC chair Lina Khan, there’s a lesson in the ultimate fate of Supernatural, and the community that had grown up around it. She’d know — because she tried and failed to block Meta from acquiring Within. “You need to have some regulatory humility because you don’t always know on the front-end how certain products are meaningful for certain communities,” says Khan. The FTC’s Meta lawsuit was often framed as an abstract attempt to rein in Big Tech. But in the end, the acquisition’s human cost was obvious — and an example of precisely why antitrust law matters. “Bringing to light that [Supernatural] was a core way for communities to stay healthy shows that there were real stakes here.” When Khan took over the FTC, her goal was updating the standard antitrust law playbook, expanding the scope of what was considered a viable case. The Supernatural suit was one such example. It accused Meta of trying to “buy its way to the top” in the VR space by acquiring a string of development studios and the popular game Beat Saber. Allowing the sale would not on...

JHVEPhoto Paul Meeks, head of technology research at Freedom Capital Markets, believes the recent pullback in Micron Technology ( MU ) shares presents a prime buying opportunity, calling it potentially “the best opportunity in memory” despite concerns about peak earnings . The memory chipmaker delivered stunning quarterly results, with guidance for nearly $20 per share for the next quarter, a dramatic leap from its previous peak of $11.50 per share in fiscal 2018, when the company logged its best annual performance since going public in 1984. In an interview with CNBC, Meeks pushed back against worries that Micron’s ( MU ) earnings have topped out and that increased capital expenditure signals risk. “I think this is going to be sustainable. I think this is going to be stronger and last longer than people think,” Meeks said, acknowledging the memory industry’s historically cyclical nature while arguing that artificial intelligence provides a multi-year growth runway. Meeks noted that Micron ( MU ) isn’t alone in experiencing unwarranted post-earnings weakness, pointing to similar reactions following strong results from NVIDIA ( NVDA ) and Broadcom ( AVGO ). He suggested the market continues to underestimate the durability of AI infrastructure spending, describing all three companies as compelling opportunities in an investment theme with more room to run. A key catalyst Meeks identified is the industry’s transition from training large language models to inference—the phase where AI systems actually process and respond to queries. This shift requires substantially more computing power than initial model training, creating what he described as another leg of demand for infrastructure builders like Micron ( MU ). “When we go to inference, we start to develop apps that are moneymakers so people will feel better about all this spending,” Meeks explained. This progression toward practical, revenue-generating AI applications helps justify the significant capital investments...

Micron’s weakness is a buying opportunity – analyst (MU:NASDAQ) Seeking Alpha

Micron Technology Fiscal Q2 Backed by Pricing Strength, Long Term Deals, UBS Says marketscreener.com

格隆汇3月19日｜OpenAI宣布，将收购Python工具初创公司Astral，此举旨在扩展其Codex生态系统。Astral开发了包括uv、Ruff和ty在内的工具，数百万开发者使用这些工具进行Python工作流程。交易仍需获得监管部门批准，在交易完成后，OpenAI计划继续支持Astral的开源产品。据OpenAI透露，Codex的每周活跃用户已超过200万；自今年年初以来，用户数增长了3倍，使用量增长了5倍。

卡塔尔首相表示，目前与伊朗的信任已经丧失，但“必须重建”。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

英镑兑美元上涨1%，升至盘中高位1.34。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

格隆汇3月19日｜“新债王”冈拉克：两年期美债收益率暗示美联储加息即将到来。

The FBI seized and took down two websites linked to the pro-Iranian hacktivist group Handala, which last week claimed responsibility for a destructive cyberattack against the U.S. medical tech giant Stryker. As of Thursday, the contents of a website where Handala publicized its hacks, as well as another website that the group used to dox dozens of people over their alleged ties to the Israeli military and defense contractors, such as Elbit Systems and NSO Group, were replaced by a banner announcing the law enforcement action. The seizure announcement did not say why the FBI and the Justice Department took down the websites. But the language in them appears to indicate U.S. authorities believed these sites were run by hackers linked to a foreign government. “Law enforcement authorities determined this domain was used to conduct, facilitate, or support malicious cyber activities on behalf of, or in coordination with, a foreign state actor,” read the seizure announcement. “The United States Government has taken control of this domain to disrupt ongoing malicious cyber operations and prevent further exploitation.” TechCrunch confirmed the website’s seizure by examining its nameserver records, which now point to servers controlled by the FBI. The FBI and the Justice Department did not immediately respond to TechCrunch’s request for comment. A website takedown and seizure notice by the FBI and the U.S. Department of Justice, which replaced the contents of two websites linked to the pro-Iranian hacktivist group Handala. (Image: TechCrunch) Image Credits:TechCrunch / Getty Images In a series of announcements posted on the group’s official Telegram channel on Thursday, Handala acknowledged its websites were taken offline, calling the seizures “a desperate attempt to silence our voice.” “This act of digital aggression only serves to highlight the fear and anxiety our actions have instilled in the hearts of those who oppress and deceive,” the hackers wrote. “Although they atte...

格隆汇3月19日｜英镑兑美元上涨1%，升至盘中高位1.3390。

稳市机制并非托住指数只涨不跌，证券市场涨跌是价格信号发挥作用的正常表现，需要从更深层、更长远、更整体的角度来理解稳市机制。 在市场震荡大盘险守4000点之际，投资者对中长期资金入市以及稳市机制建设的关注度也再次升温。 3月19日，证监会主席吴清在北京召开座谈会，全国社保基金、保险资管、公募基金、私募基金、银行理财等部分投资机构代表出席。其中，围绕如何进一步深化投资端改革、提高制度包容性适应性、增强资本市场内在稳定性等内容听取了市场一线机构的建议。 就在前一日（18日），中国人民银行召开扩大会议，会上提到“充分发挥中央银行宏观审慎管理和维护金融稳定功能，坚定维护股票、债券、外汇等金融市场平稳运行”，以及“研究建立特定情景下对非银金融机构的流动性支持机制”。 “在‘十四五’收官与‘十五五’开启的交汇点上，监管层专门听取投资机构关于深化投资端改革、提高制度包容性的建议，标志着资本市场改革正从‘融资端’向‘投资端’纵深推进。”西南证券研究院策略首席分析师程睿智对第一财经分析称，特别是座谈上提及的近年来在稳市机制建设、推动中长期资金入市、提升投资者回报方面取得的突破，也为“十五五”时期进一步增强市场内在韧性奠定了坚实基础。 不过也有业内人士提醒，稳市机制并非托住指数只涨不跌，证券市场涨跌是价格信号发挥作用的正常表现，需要从更深层、更长远、更整体的角度来理解稳市机制。 今年全国两会召开以来，稳市场、稳预期的政策信号不断释放。政府工作报告强调，进一步健全中长期资金入市机制。“十五五”规划建议也提到，要大耐心资本，完善支持中长期资金入市政策体系。 3月6日，在十四届全国人大四次会议经济主题记者会上，吴清对稳市机制作出更加详细阐述。“稳是大局、是前提，是资本市场高质量发展的必然要求。”他表示，将继续推动发挥好各方合力，健全“长钱长投”的市场机制和生态，完善中国特色稳市机制建设，丰富跨周期逆周期调节的手段和机制，进一步增强市场内在稳定性。 他还表示，要全方位加强市场风险监测，高度关注风险跨市场跨期现跨境传导，巩固和加强战略性力量储备和稳市机制建设，进一步健全中长期资金入市机制，动态完善应对外部输入性风险的政策工具箱，备好、用好工具箱，全力维护市场稳健运行。 3月13日，证监会再次强调，将密切跟踪国际金融市场和内外部环境变化，强化境内外、期现货市场联动监测监管，不断巩固和加强中国特色稳市...

Jaap2/iStock Unreleased via Getty Images The Market Disconnect Adobe's ( ADBE ) stock has declined by more than 60% from its 2024 peak, driving the valuation down to roughly 14x forward earnings -- the lowest multiple in over a decade. This is in spite of revenue still growing by over 10% annually, strong and improving margins, and over $10 billion in TTM free cash flow. Rather than weakening fundamentals, the poor stock performance is largely due to three primary investor concerns: Canva and other lower-cost tools will steal market share. Generative AI (GenAI) will commoditize high-end creative software, degrading Adobe's pricing power. Seat compression due to AI productivity gains will cripple Adobe's subscription model. After evaluating these concerns, I believe the market is seriously discounting Adobe's competitive positioning. I also believe the market has fundamentally mistaken Adobe's business model in the AI era by pricing in disruption without accounting for increased monetization potential. Canva vs. Adobe: Why Canva Still Has a Long Way to Go Canva's mission is to democratize creative software. The company has been extremely successful in this endeavor -- particularly among non-professionals and hobbyists -- as evidenced by their 265+ million global MAUs and 31+ million paid users. While speed and simplicity are Canva's core strengths, they also create a ceiling to the functionality and customization the platform can offer. It is not very feasible for complex, original work, which is Adobe's core value proposition. Canva has been making moves upmarket with the release of Canva Enterprise and their acquisition of Affinity , an enterprise-grade Adobe competitor that wraps individual products similar to Illustrator, Photoshop, and InDesign into a single application. However, while Canva is trying to make headway in the enterprise market, Adobe has been deepening its already tight grip on this customer base, making it much more difficult for Canva to compete...

当地时间19日，美国中央情报局局长拉特克利夫表示，以色列并未在决定袭击伊朗一事上迫使美国采取行动。(央视新闻) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

格隆汇3月19日｜高盛集团正寻求募集100亿美元的私人信贷基金。

00:00 Julie Let's get to some of today's other trending tickers. We're taking a look at Alibaba, Accenture and Align Technology and Jared Blikre is with me, markets and data editor. Um, let's talk about Alibaba first, of course, the Chinese e-commerce giant. Um, it did report weaker than expected revenue, but the company also said it's going to get to, um, to quintuple, um, its cloud and AI revenue. 100 billion dollars annually in five years is the company's aim here. Um, but the shares are pulling back a little bit. So it looks like, like XAI, not XAI, Elon Musk's XAI, excluding AI, the business is not as strong. 00:54 Jared Blikre They still got to sell stuff. And the problem is there's this brutal competition in that industry in e-commerce in China. Not a surprise there. So, let's go over some of the earnings highlights. AI cloud is still the part that works. So, cloud revenue up 36%, AI related product revenue, uh, triple digit growth for 10 consecutive quarters. Uh, the company says the business goal of Alibaba's AI strategy is very clear. Over the next five years, our goal is to surpass 100 billion dollars in combined combined cloud and AI external revenue, what you were just talking about, Julie. Core results were weak enough to overpower that AI pitch though. So revenue was up 2% to 285 billion yuan. Net income down 67%. So that's a big drop in in profits. Um, so Alibaba needs a number of things to kind of fall into place. The monetization story still not really convincing yet. AI revenue goal implies roughly 35% annual growth. E-commerce and food delivery still the main earnings drivers, but we talked about those headwinds of being so much competition there. Bloomberg Intelligence saying Alibaba's push into agentic AI and crea creation of token hub will not alter the e-commerce giant's AI profit profit outlook which remains challenged. So stock is down 6.4%. If we go to the Wi-Fi interactive, I think, uh, a six-year... Yeah, let's go. Six years will give yo...

格隆汇3月19日｜国内商品期市夜盘收盘多数下跌，能源品跌幅居前，低硫燃料油跌3.46%；化工品多数下跌，PTA跌3.39%；非金属建材全部下跌，玻璃跌1.12%；油脂油料全部下跌，豆一跌1.08%；农副产品多数下跌，棉花跌0.86%；黑色系涨幅居前，铁矿石涨0.93%。能源品中，LPG涨7.23%，燃油跌3.28%，低硫燃料油跌3.46%。化工品中，PTA跌3.39%，苯乙烯跌2.51%，沥青跌2.18%，甲醇跌1.48%，橡胶跌1.48%，20号胶跌1.23%，纯碱跌1.07%，乙二醇跌0.92%，塑料跌0.80%，丁二烯橡胶跌0.38%，聚丙烯跌0.11%，纸浆涨1.63%。黑色系中，铁矿石涨0.93%，螺纹钢涨0.06%，热轧卷板平盘，焦炭跌0.46%，焦煤跌0.51%。

(RTTNews) - Stocks have moved mostly lower during trading on Thursday, adding to the steep losses posted in the previous session. The major averages have all moved to the downside, with the Nasdaq hitting a six-month intraday low. Currently, the major averages are well off their lows of the session but still firmly negative. The Dow is down 328.78 points or 0.7 percent at 45,896.37, the Nasdaq is down 134.40 points or 0.6 percent at 22,018.02 and the S&P 500 is down 35.39 points or 0.5 percent at 6,589.31. The weakness on Wall Street comes amid concerns about the escalation of the war in the Middle East following attacks on critical energy infrastructure across the region. Israel bombed Iran's South Pars natural gas fields and oil facilities in Asaluyeh, while an Iranian missile attack on Qatar's Ras Laffan energy complex caused "extensive damage," according to the country's state-run energy firm. President Donald Trump threatened in a post on Truth Social to "massively blow up the entirety of the South Pars Gas Field at an amount of strength and power that Iran has never seen or witnessed before" if there are further attacks on Qatar. After soaring to nearly $120 a barrel following the latest attacks, Brent crude oil futures have given back some ground but remain above $111 a barrel. In U.S. economic news, the Labor Department released a report showing an unexpected dip in first-time claims for U.S. unemployment benefits in the week ended March 14th. The report said initial jobless claims fell to 205,000, a decrease of 8,000 from the previous week's unrevised level of 213,000. Economists had expected jobless claims to inch up to 215,000. The Labor Department said the less volatile four-week moving average also edged down to 210,750, a decrease of 750 from the previous week's revised average of 211,500. Sector News Gold stocks are turning in some of the market's worst performances amid another steep drop by the price of the precious metal, dragging the NYSE Arca Gol...

Emilian Danaila/iStock Editorial via Getty Images Morgan Stanley upgraded Carnival ( CCL ) to an Overweight rating after having the cruise line stock slotted at Equal Weight. Analyst Jamie Rollo and the analyst team lowered FY26 and FY26 estimates on Carnival ( CCL ) to factor in softer revenue yield and higher fuel costs. It was noted that the 28% year-to-date share price decline for CCL is in line with its Iraqi War, Russia-Ukraine and Arab Spring drops, and all those down periods were followed by material rebounds. "We also think both CCL (internal levers, strong FCF) and the industry (lower orderbook) are in better shape than in prior downturns. Upgrade to Overweight on attractive risk-reward balance," updated Rollo. On a broad look, Carnival ( CCL ) was noted to be showing good progress on improving returns by shuffling ships between brands, exiting underperforming hardware, adding high-return private destinations, and reducing costs. Falling net debt and interest costs were also highlighted as being important EPS drivers. In terms of the other cruise line stocks, Morgan Stanley kept an Equal Weight rating on Royal Caribbean ( RCL ) on a risk-reward seen as less compelling. The firm stayed Overweight on Viking Holdings ( VIK ) after the recent pullback, despite higher European exposure, given a longer booking curve, more resilient consumer base, less exposure to onboard oscillations, and lower fuel sensitivity. Meanwhile, Morgan Stanley stuck with an Equal Weight rating on Norwegian Cruise Line Holdings ( NCLH ), pointing to concerns over uncertainty with Great Stirrup Cay and a need to balance any cost-cutting actions with reinvestment. All four cruise line stocks are down more than 15% over the last three weeks. More on Carnival and Viking Holdings Carnival: War And Fuel Costs Ahead Of Earnings Carnival: Why I'm Doubling Down Despite Unhedged Fuel Risk Carnival Corporation: A Low-Risk, Dividend-Yielding 'Buy' For Income Investors Norovirus outbreak sickens mo...