格隆汇3月17日｜伊朗伊斯兰革命卫队公共关系部当地时间17日凌晨发表声明称，已对以色列发动“真实承诺-4”行动的第57波打击。声明称本轮打击利用“海巴尔·谢坎”“伊马德”“卡德尔”导弹，针对以色列心脏地带的多个目标展开袭击，包括以方的指挥控制与通信设施、防空导弹设施等，并利用“佐勒法加尔”和“恰姆”导弹、攻击型无人机袭击了美军的乌代德军事基地。

(RTTNews) - The South Korea stock market on Monday wrote a finish to the two-day slide in which it had dropped more than 120 points or 2.2 percent. The KOSPI now sits just beneath the 5,550-point plateau and it may add to its winnings on Tuesday. The global forecast for the Asian markets is upbeat on easing crude oil prices. The European and U.S. markets were up and the Asian bourses are expected to follow that lead. The KOSPI finished sharply higher on Monday following gains from the technology stocks and telecoms, while the industrials were soft and the financial shares were mixed. For the day, the index climbed 62.61 points or 1.14 percent to finish at 5,549.85 after trading between 5,448.75 and 5,561.42. Volume was 1.07 billion shares worth 21.6 trillion won. There were 642 decliners and 250 gainers. Among the actives, Shinhan Financial dropped 0.88 percent, while KB Financial collected 0.27 percent, Hana Financial shed 0.46 percent, Samsung Electronics rallied 2.83 percent, Samsung SDI retreated 1.29 percent, LG Electronics advanced 0.97 percent, SK Hynix surged 7.03 percent, Naver tanked 2.24 percent, LG Chem stumbled 1.85 percent, Lotte Chemical surrendered 2.40 percent, SK Innovation cratered 2.93 percent, POSCO Holdings skidded 1.04 percent, SK Telecom jumped 1.73 percent, KEPCO plunged 2.90 percent, Hyundai Mobis sank 0.74 percent, Hyundai Motor tumbled 2.13 percent and Kia Motors slumped 1.40 percent. The lead from Wall Street is positive as the major averages opened higher on Monday and remained firmly in the green throughout the trading day, snapping a four-day losing streak. The Dow jumped 387.94 points or 0.83 percent to finish at 46,946.41, while the NASDAQ rallied 268.82 points or 1.22 percent to end at 22,374.18 and the S&P 500 spiked 67.19 points or 1.01 percent to close at 6,699.38. The rebound on Wall Street came amid a sharp pullback by the price of crude oil after President Donald Trump called on other countries to help secure the Strait of Ho...

Heavy casualties were feared in Kabul after Afghanistan accused Pakistan’s military of targeting a hospital that treats drug users in airstrikes on Monday. Pakistan dismissed the accusation, saying the strikes – which were also conducted in eastern Afghanistan – did not hit any civilian sites. Sharafat Zaman, the health ministry spokesperson, gave a preliminary death toll of 200 during a television interview with local media that was posted on X. He said all parts of the drug treatment hospital had been destroyed. Afghanistan’s government spokesperson, Zabihullah Mujahid, also posted the video interview. Local television stations posted footage of firefighters struggling to extinguish flames among the ruins of a building. AFP reporters at the site counted at least 30 bodies as medical teams worked to help the wounded, who were taken to several hospitals for treatment, according to a source working with the rescue operation. The alleged attack came hours after Afghan officials said the two sides exchanged fire along their common border, killing four people in Afghanistan, as the deadliest fighting between the neighbours in years entered a third week. Mujahid had earlier condemned the strike on X, before the death toll had become apparent, saying it violated Afghanistan’s territory. He said most of those killed and wounded were patients undergoing treatment at the facility. Pakistani prime minister Shehbaz Sharif’s spokesperson, Mosharraf Zaidi, dismissed the allegations as baseless, saying no hospital was targeted in Kabul. In a post on X, Pakistan’s Ministry of Information said the strikes “precisely targeted military installations and terrorist support infrastructure including technical equipment storage and ammunition storage of Afghan Taliban” as well as Afghanistan-based Pakistani militants in Kabul and Nangarhar, saying the facilities were being used against innocent Pakistani civilians. It said Pakistan’s targeting was “precise and carefully undertaken to ensu...

Hong Kong is poised to launch the world’s first open-source human-AI agent collaboration network this week, along with a series of everyday artificial intelligence products to assist citizens with activities such as applying for schools and analysing horse racing. The Hong Kong Generative AI Research and Development Centre (HKGAI) said it would soon offer on an open-source basis a human-AI agent collaboration network named “ClawNet”, designed to ensure AI agents “only do things that are allowed”, according to a presentation by the centre on Monday. The HKGAI is a government-backed research hub established under the city’s InnoHK innovation programme and led by academics from the Hong Kong University of Science and Technology (HKUST). Advertisement Under the network’s proposed governance framework, AI agents would be assigned distinct “social identities” and operational boundaries. The push for clearer governance comes as Chinese regulators and state institutions have tightened controls on the open-source AI agent tool OpenClaw, citing concerns that such systems can gain unusually broad access to user devices and data. Advertisement While humans would retain the power of authorisation and decision-making, AI agents could autonomously execute tasks and collaborate across the network within strictly defined limits, ensuring every action remained traceable, the HKGAI said.

At an invitation-only dinner in the Grand Hyatt Jakarta last August, the chief executive officer of Indonesia’s fledgling sovereign wealth fund rounded up about 30 individuals from the country’s richest families and made a plea. The state investor, Danantara , wanted the business elite to participate in a nation-building effort by purchasing “Patriot bonds” that would finance projects with social benefits. CEO Rosan Roeslani said that would help realize President Prabowo Subianto ’s vision, according to people with knowledge of the private gathering who asked not to be named. Following his eight-minute speech, attendees were handed documents with the terms: securities with a 2% coupon — far below rates on local government bonds — that mature in five and seven years. Some tycoons felt pressured to contribute to safeguard their relationships with the country’s leaders, people familiar with their thinking said. The bond offerings that followed raised $3.6 billion. A Danantara spokesperson stressed that the contributions were voluntary. Still, to the fund’s critics, the episode is emblematic of the doubts about governance, mandate and focus that surround the whirlwind new endeavor. In its first year, Danantara has injected about $1.4 billion into a struggling national airline, bought property in the ancient Saudi Arabian city of Mecca, and is overseeing land parcels the size of Switzerland that Indonesia’s government has seized from more than two dozen companies. During a violent two-day market selloff in January, government officials asked Danantara to step in and help restore investor confidence. Prabowo, in an interview over the weekend, said he would like Danantara to achieve at least a 5% return on assets, or $50 billion a year based on its self-estimated total assets of $1 trillion. He also signaled that the fund would likely control more national assets, similar to its Middle Eastern peers. Read more: Defiant Prabowo Spars With Indonesia Tycoons and Market Skepti...

不少人多年來因擔心膽固醇過高而「走蛋黃、食蛋白」，但最新醫學觀點指出，雞蛋黃或許一直被誤會。據《國家地理雜誌》報道，愈來愈多科學證據顯示，真正影響血液膽固醇水平的，並非來自食物中的膽固醇，而是飽和脂肪。 報道指出，自1960年代起，飲食指引一直建議每日攝取不多於300毫克膽固醇，因為當時相信膳食膽固醇會提高血液中的膽固醇水平，增加心臟病風險，而蛋黃因膽固醇含量高而成為「眾矢之的」。不過，相關限制已於2016年撤銷，原因是科學證據未能顯示膳食膽固醇與心臟病之間有明確強烈關聯。 2025年一項發表於《美國臨床營養學期刊》的隨機交叉研究顯示，在低飽和脂肪飲食的前提下，每日進食兩隻雞蛋，連續五星期後，低密度脂蛋白（LDL，俗稱「壞膽固醇」）水平反而下降；相反，在高膽固醇及高飽和脂肪飲食下，即使每周只吃一隻雞蛋，LDL亦未見改善。 專家解釋，人體血液中的膽固醇大部分由肝臟自行製造，而非直接來自食物。預防醫學專家David L. Katz指出，基因會影響肝臟製造及清除膽固醇的能力，不同人對膳食膽固醇的反應亦有差異。營養師Keith Ayoob則強調，真正推高血液膽固醇的主要飲食因素是飽和脂肪，因為它會削弱肝臟清除膽固醇的能力，並增加載脂蛋白B的產生，令血液中膽固醇顆粒上升，從而增加心血管疾病風險。 根據2025至2030年《美國膳食指引》，建議飽和脂肪攝取量不應超過每日總熱量的10%，即約20克。專家提醒，問題往往不在雞蛋本身，而是與雞蛋一同進食的食物，例如牛油、煙肉、全脂奶製品及紅肉等。 報道同時指出，蛋黃其實蘊含大量營養，包括蛋白質、鈣、磷、鉀、硒，以及葉酸、膽鹼、維他命A、D、E、K和奧米加3脂肪酸等。部分營養素如維他命D及膽鹼，在其他食物中並不常見。 美國心臟協會表示，健康成年人每日可安全食用一至兩隻雞蛋，每隻約含206毫克膽固醇。不過，若本身膽固醇偏高，專家建議每周最多食四個蛋黃；如沒有高膽固醇但有家族病史，則可考慮每周不多於六個蛋黃。專家亦建議以橄欖油或植物油烹調，並配搭全穀類、豆類或蔬菜，以增加膳食纖維，有助減少膽固醇再吸收。 報道總結指，隨着科學界對膳食膽固醇的理解更新，雞蛋已重新被視為健康飲食的一部分，專家更形容雞蛋是「營養豐富、用途廣泛而價格相宜的完美食物」。 (聲畫由AI人工智能生成)

Market Domination Overtime HostJosh Lipton takes a look at the top stories for investors to watch on Tuesday, March 17. Earnings are coming from Academy Sports + Outdoors (ASO), Bob's Discount Furniture (BOBS), nuclear energy company Oklo (OKLO), and Lululemon (LULU). DocuSign (DOCU) will update on growth beyond e-signatures. February's pending home sales data is expected to show a 0.7% decline amid high mortgage rates. Wall Street will continue to watch the latest headlines out from Nvidia's (NVDA) GTC 2026 event, after CEO Jensen Huang projected $1 trillion in demand through 2027 in his keynote address.

今日无新股上市，无新股申购。 宏观新闻 1、国务院总理李强3月16日主持召开国务院第十一次全体会议，深入学习贯彻习近平总书记在全国两会期间的重要讲话和全国两会精神，对落实国务院2026年重点工作进行部署。李强指出，纵深推进全国统一大市场建设，积极谋划推动服务业扩能提质，加快发展新一代智能制造，系统推进重大基础设施网络建设。 2、外交部发言人林剑主持例行记者会。记者提问称，美国总统特朗普表示，如果中国不在霍尔木兹海峡护航问题上提供协助，他将推迟对中国的访问。林剑表示：元首外交对中美关系发挥着不可替代的战略引领作用，中美双方就特朗普总统访华事宜保持着沟通。 3、当地时间3月15日至16日，中美双方在法国巴黎举行经贸磋商。中国商务部国际贸易谈判代表兼副部长李成钢表示，过去一天半，双方团队进行了坦诚、深入、建设性的磋商，就一些议题取得初步共识，下一步双方将继续保持磋商进程。李成钢表示，中美讨论的议题包括新形势下双边关税水平、双边关税及相关非关税措施有关安排可能的进一步延期等。美方介绍他们最新关税措施的调整以及下一步考虑，中方对由此造成的不确定性表达关注。双方同意共同致力于保持双边经贸关系的稳定，并讨论了建立促进双边贸易投资合作的工作机制的设想。针对美方出台对中国贸易投资的限制措施，特别是近期美方连续启动两起涉及中方的301调查，李成钢说，中方在磋商中进行严肃交涉，表达严正关切。“我们反对这种单边调查。 4、金融监管总局党委3月16日召开扩大会议，会议强调，加快建立与房地产发展新模式相适应的融资制度。依法合规支持融资平台债务风险化解。严防严打严处非法金融活动，坚决守好人民群众“钱袋子”。 行业新闻 1、工业和信息化部召开干部大会。会议强调，培育壮大新兴产业和未来产业，打造集成电路、航空航天、生物医药等新兴支柱产业，推动建立未来产业投入增长和风险分担机制。适度超前布局建设5G、智算等新型信息基础设施，打造“5G+工业互联网”升级版。 2、中国人民银行上海市分行联合国家金融监督管理总局上海监管局印发《关于调整上海市商业用房购房贷款最低首付款比例政策的通知》，对上海市商业用房购房贷款政策作出以下调整：自2026年3月16日起，上海市商业用房（含“商住两用房”）购房贷款最低首付款比例调整为不低于30%。 3、阿联酋国有石油巨头阿布扎比国家石油公司被迫实施大范围停产，该国每日原油产量下...

格隆汇3月17日｜音频 | 格隆汇3.17盘前要点—港A美股你需要关注的大事都在这 国际要闻： 1、美股三大指数集体收涨，纳指、标普500指数涨超1%，中概指数涨0.95% 2、布伦特原油期货失守100美元 美油跌5% 3、“只是为了误导石油交易员和公众” 伊朗外长否认近期与美方接触 4、黄仁勋GTC演讲要点：将营收预测上调至1万亿美元，推出极简养虾NemoClaw智能体平台 5、迪拜股市进入技术性熊市 6、贝森特：美国对部分船只通过霍尔木兹海峡持“认可”态度 7、大量油轮涌向沙特红海港口装运原油 绕开霍尔木兹海峡 8、几内亚考虑收紧铝土矿供应规则，来遏制价格暴跌 9、冲突持续升级，半导体行业警告：关键材料供应或遭切断 10、特朗普称将“接管”古巴 大中华区要闻： 1、工信部：适度超前布局建设5G、智算等新型信息基础设施 打造“5G+工业互联网”升级版 2、外交部：中美双方就特朗普总统访华事宜保持着沟通 3、上海：调整商业用房购房贷款最低首付款比例为不低于30% 4、李强主持召开国务院第十一次全体会议 5、李成钢：中美双方已就一些议题取得初步共识 6、中美考虑建立促进双边贸易投资合作的工作机制 7、国家金融监督管理总局：加快建立与房地产发展新模式相适应的融资制度 8、瑞银：MSCI中国今年料跑赢全球5%，投资者正"用脚投票" 9、阿里成立Token Hub事业群，“悟空事业部”首度曝光剑指B端AI 10、耀才证券：已履行完成与蚂蚁集团达成的收购交易条件 11、今日港股泽景股份、凯乐士科技、飞速创新、国民技术、广合科技申购 12、公告精选︱协创数据：2025年净利润同比增长68.32% 拟10股转4股派3.4元 13、A股投资避雷针︱ST柯利达：收到中国证监会立案告知书；湘邮科技：收到中国证监会《立案告知书》

"As the needle went into his arm he turned to my mum, who was in the bed with him cuddling him, and said 'that's the last pain I'm ever going to feel.' And that was a nice moment."

Default rates in direct lending will climb to 8% as advances in artificial intelligence continue to disrupt the software industry, according to Morgan Stanley . While AI disruption has yet to impact private credit fundamentals in a “material way,” elevated leverage and looming maturity walls within the software sector may push default rates near peak levels unseen since the pandemic, a team of analysts including Joyce Jiang said in a Monday note. “Credit fundamentals of software loans are challenged with the highest leverage and the lowest coverage ratios across major sectors,” the strategists wrote. While defaults have moderated across public and private loan markets, they added, defaults are only set to climb further as AI disruption unfolds. Global credit markets have come under pressure in recent months as investors assess how AI will dislocate the revenue streams of software companies. Alternative asset managers spent the last decade piling into software firms, drawn by predictable earnings and higher margins. Morgan Stanley says software is the largest sector in business development company portfolios, with exposure at roughly 26%. Private credit collateralized loan obligations, which securitize middle market loans, have a 19% exposure to software, the strategists said, with many of those loans coming due soon. The maturity wall is “front-loaded for software loans in direct lending,” with 11% of such loans slated to come due in 2027, followed by another 20% in 2028, the strategists said, citing PitchBook data. Angst around the sector has pushed redemption requests in private credit funds higher, as managers debate the appropriate way to handle all the investors looking to pull out their money. Just last week, Morgan Stanley and Cliffwater LLC capped withdrawals from their multibillion-dollar private debt funds after investors sought to redeem well-above the standard quarterly threshold. Read More: Private Credit Gate-Crashers Are Forcing Funds Into Brutal Spot...

CytomX Therapeutics (NASDAQ:CTMX), a biotech company that develops conditionally activated biologics for cancer treatment, closed Monday at $6.75, up 44.23%. The stock is jumping after releasing Phase 1 Varseta-M data in metastatic colorectal cancer and subsequent upbeat analyst reactions. Investors will now be watching upcoming FDA interactions and further clinical readouts. Trading volume reached 118 million shares, coming in about 2,211% above its three-month average of 5.1 million shares. CytomX IPO'd in 2015 and has fallen 48% since going public. How the markets moved today The S&P 500 (SNPINDEX:^GSPC) rose 1.02% to 6,700, while the Nasdaq Composite (NASDAQINDEX:^IXIC) added 1.22% to finish at 22,374. Within biotechnology, industry peers XOMA (NASDAQ:XOMA) closed at $26.61 (+0.87%) and Rigel Pharmaceuticals (NASDAQ:RIGL) finished at $26.55 (+2.31%), underscoring interest in drug developers. What this means for investors CytomX announced Phase 1 expansion data for varsetatug masetecan (also called Varseta-M), revealing objective response rates of up to 32% and progression-free survival of approximately seven months in late-stage metastatic colorectal cancer. This data bolsters their intentions to engage in FDA registrational trial discussions in 2026. The biotech company also reported 2025 revenue of approximately $76 million, along with a net loss, and held cash reserves of around $137 million, providing financial runway into the second quarter of 2027. This offers investors clarity on funding for their ongoing oncology programs. Company losses were wider than forecast, though, reminding investors that clinical progress still comes with meaningful financial risk. Should you buy stock in CytomX Therapeutics right now? Before you buy stock in CytomX Therapeutics, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and CytomX Therapeutics wasn’t one of them. The 10 stocks that...

Christopher Furlong/Getty Images News U.S. aircraft manufacturer Boeing ( BA ) is asking suppliers to assess whether the ongoing U.S.-Israeli conflict with Iran is affecting aircraft production, reflecting rising concern that a prolonged war could disrupt the global aerospace supply chain, Reuters reported Monday. Boeing ( BA ) requested that companies supporting its commercial aircraft programs report by March 9 on any operations taking place in the Middle East, including work performed by lower-tier suppliers, and flag any disruptions tied to the conflict. The company said it is monitoring conditions in the region to evaluate potential risks to supply stability. Boeing ( BA ) declined to comment publicly. The war, now entering its third week, has pushed oil prices close to $100 per barrel and has already caused flight and shipping disruptions. Transport delays have affected deliveries of aircraft components to airlines in the Middle East, according to earlier Reuters reporting. Limited manufacturing in region The Middle East isn’t a major production base for aircraft parts, though some suppliers operate there. For example, UAE-based Strata Manufacturing produces components for the Boeing 787 Dreamliner. Boeing ( BA ) also sources certain parts, such as vertical fins, from facilities outside the region. Other planemakers monitoring situation Other aircraft manufacturers are also evaluating potential fallout from the conflict. Industry sources say suppliers and logistics providers are being asked about possible disruptions to manufacturing or shipping routes. A spokesperson for European rival Airbus ( EADSF ) ( EADSY ) said the company remains in close contact with customers and suppliers in the region, Reuters reported. Brazilian manufacturer Embraer has similarly asked suppliers about the war’s impact on production and transportation costs, according to a person familiar with the matter. CEO Francisco Gomes Neto told analysts earlier this month that the company ha...

推荐：上海调整商业用房购房贷款最低首付比例不低于30%；存储价格持续上涨 OPPO、vivo相继上调部分手机价格 早上好，今天是3月17日星期二。过去24小时，哪些财经新闻对普通人影响更大，未来又有什么焦点事件被市场密切关注，早知道栏目从新闻汇总到快速解读，为你一网打尽。 24小时热点 中国商务部国际贸易谈判代表兼副部长李成钢16日说，过去的一天半时间， 中美双方团队进行了深入、坦诚、建设性的磋商 。通过这次的磋商， 双方已经就一些议题取得了初步共识 ，下一步我们将继续保持磋商进程。 双方同意共同致力于保持双边经贸关系的稳定，并讨论了建立促进双边贸易投资合作的工作机制的设想 。 李成钢： 中方反对美方单边的301调查 。我们对这些调查的可能结果对来之不易的中美稳定的经贸关系可能造成的干扰和破坏表示担忧。 外交部发言人林剑16日就美方关于美中高层交往的言论答问时表示，元首外交对中美关系发挥着不可替代的战略引领作用， 中美双方就特朗普总统访华事保持着沟通 。 受存储价格持续上涨影响，OPPO、vivo 已上调部分手机产品价格 ，小米也称 “扛得很肉疼”。业内分析认为，存储涨价最早或于2027年迎来缓解，手机厂商需综合成本、利润与用户需求作出市场抉择。 三部门发布通知， 开展氢能综合应用试点工作 ，推动氢能应用从燃料电池汽车拓展至交通、工业多元领域。到2030年，城市群氢能在多元领域实现规模化应用；采取“以奖代补”方式，对城市群给予奖励资金支持， 单个试点城市群奖励资金上限为16亿元 。 央行上海总部发布通知，2026年3月16日起， 上海市商业用房（含“商住两用房”）购房贷款最低首付款比例调整为不低于30% 。调整前，商业用房（商铺、写字楼等）最低首付为50%。 阿里 官宣 成立Alibaba Token Hub（ATH）事业群 ， 最快本周推出企业级AI Agent应用 （钉钉团队开发），并计划

Douglas Rissing/iStock via Getty Images A Bit Of Context Around Private Credit My interest in private credit markets started in the fall of 2025, soon after the automotive parts supplier First Brands and subprime auto lender Tricolor filed for bankruptcy. The narrative was that those two collapses were idiosyncratic and not reflective of the broader private credit markets. Then, in November 2025, concerns around private credit emerged once again after Blue Owl Capital ( OWL ) halted redemptions on one of its private credit funds. I initiated coverage on OWL back in December 2025 with a 'Sell' rating, which was primarily based on my growing concerns around the private credit and AI infrastructure booms. History is ripe with examples in which the euphoria of a boom rapidly shifted to the panic of a bust. We might still be early in the process, but the fact that OWL halted withdrawals in one of its private credit funds last November certainly caught my attention. Blue Owl Capital Coverage (David Desjardins, Seeking Alpha) Worries surrounding private credit markets increased once again in February 2026 when Blue Owl announced additional redemption halts combined with asset sales worth $1.4 billion across three of its business development companies , or BDCs. To me, it was another sign of deterioration within private credit, hence why I reiterated my 'Sell' rating on Blue Owl in a follow-up coverage last month. It is only when redemption starts to show up that credit and liquidity risks may crystallize. In my opinion, the private credit industry may precisely be entering this phase of the credit cycle. We are now in March 2026, and I decided to deepen my understanding of the private credit markets by researching Ares Management Corporation ( ARES ), one of the largest players in the industry, along with Blue Owl, Blackstone ( BX ), Apollo Global Management ( APO ), and KKR ( KKR ), among others. My research on Ares Management comes approximately one week after Morgan Sta...

Source: Bloomberg, 6:29

Semtech NASDAQ: SMTC executives highlighted record fiscal 2026 results, accelerating data center momentum, and an expanded optical portfolio following the company’s acquisition of HieFo Corporation during the company’s fourth-quarter and fiscal-year 2026 earnings call. Get Semtech alerts: Sign Up Record fiscal year and eighth straight quarter of growth President and CEO Hong Hou said Semtech finished fiscal 2026 with “significant momentum,” delivering record net sales of $1.05 billion. Fourth-quarter net sales were $274.4 million, up 3% sequentially and up 9% year-over-year. Hou said annual revenue increased 15%, driven by continued strength in the company’s data center and LoRa portfolios. On profitability, Semtech reported adjusted diluted earnings per share (EPS) of $0.44 for the quarter (up 10% year-over-year) and $1.71 for fiscal 2026 (up 94% from the prior year). CFO Mark Lin said Q4 marked the company’s eighth consecutive quarter of net sales growth. Adjusted gross margin was 51.6%, while total semiconductor products gross margin was 61.7%, supported by favorable mix from LoRa and data center products. Adjusted operating income was $50.0 million and adjusted operating margin was 18.2%. HieFo acquisition aimed at deeper optical transceiver content Hou described the recently announced acquisition of HieFo Corporation, a California-based maker of Indium Phosphide (InP) optoelectronic devices such as gain chips and continuous-wave (CW) laser chips, as a “strategic building block” for Semtech’s data center roadmap. He said integrating HieFo’s InP laser technology with Semtech’s transimpedance amplifiers (TIAs) and laser drivers could increase Semtech’s content opportunity from “high single-digit dollars” in an 800G module to about $80 in a 3.2T module. Management said integration is underway, with the deal expected to be accretive to non-GAAP diluted EPS within the first year. Hou also said Semtech has developed an investment plan for HieFo’s Alhambra, California ...

SAN JOSE, Calif.— Nvidia Chief Executive Jensen Huang unveiled a new software tool kit Monday that helps businesses more safely build and run autonomous agents with the popular OpenClaw platform. “Every company in the world today needs to have an OpenClaw strategy,” Huang said in his keynote at Nvidia’s annual GTC conference. Using OpenClaw, developers can build autonomous agents, or “claws,” that can plan and execute tasks on their own, and, critically, spin up their own subagents that can tackle specialized tasks, access local file systems, and themselves delegate.

Earnings Call Insights: Getty Images Holdings, Inc. (GETY) Q4 2025 Management View CEO Craig Peters highlighted that 2025 marked Getty Images’ 30th anniversary, reporting record revenue with growth across both creative and editorial segments. Peters stated, “We delivered record revenue with growth across creative and editorial. We strengthened our recurring revenue base and expanded our long-term partnerships.” Peters announced the completion of two significant multiyear licensing agreements in Q4: one with a major social platform for display rights of pre-shot visual content, and another with a large AI company utilizing Getty’s data and creative content. Peters emphasized these deals provide immediate revenue and downstream recurring revenue streams. The company renewed partnerships with AFP, NASCAR, and the NHL and expanded Unsplash+ subscribers by more than 30% to over 50,000. Custom content grew by more than 20%, and new opportunities in video and AI training sets were tapped. CFO Jennifer Leyden stated, “With both revenue and adjusted EBITDA landing well above the high end of our guidance, we ended 2025 with incredible momentum and a reaffirmation of the strength of our business and the value of visual content.” Outlook Getty Images provided 2026 revenue guidance of $948 million to $988 million, representing a range of down 3.4% to up 0.6% year-over-year, and down 4.5% to up 0.5% on a currency-neutral basis. Adjusted EBITDA is expected to be $279 million to $295 million, down 12.9% to 8.1% year-over-year. CFO Leyden explained that the anticipated decline is “entirely attributable to the timing of revenue recognition for the 2 large multiyear licensing agreements signed in Q4 of 2025. This accelerated revenue impact creates a challenging comparison for 2026, especially in Q4.” Excluding the $40 million of accelerated revenue recognized in Q4, “our full year 2026 revenue outlook would reflect expected growth, up 0.7% to 4.9% year-over-year or down 0.5% to up 3.7...

Earnings Call Insights: Microvast Holdings, Inc. (MVST) Q4 2025 Management View Yang Wu, Founder, Chairman & CEO, highlighted that "Microvast has grown into a global leader in advanced battery technologies with over 890 patents granted or pending and our electrified solutions successfully deployed worldwide." He announced the launch of the 55 amp-hour cell, which merges the high-power performance of the 48 amp-hour cell with the high energy output of the 53.5 amp-hour cell, as well as the next-generation LTO cell for high-power output and ultra-fast charging, targeting rail, tram, specialty vehicles, and AGVs. Wu stated, "We are thrilled to achieve another year of record annual revenue of $427.5 million, representing a 12.6% year-over-year increase." He noted that margin was impacted by an inventory impairment charge, but emphasized industry-leading gross margin and strong fundamentals despite revenue landing just below guidance due to regulatory shifts in Korea and customer ramp-up delays. Wu described the EMEA region’s momentum and anticipated additional capacity in APAC through the Huzhou Phase 3.2 expansion, with serial production expected in 2026. Rodney Worthen, Chief Financial Officer, reported, "Microvast achieved record annual revenue in 2025, reaching $427.5 million, a 12.6% increase compared to the $379.8 million in 2024. This growth was primarily due to a year-over-year increase in our sales volume, approximately 16.5% or 266 megawatt hours." Worthen added that a $32.5 million inventory impairment charge related to specialized ESS components negatively impacted gross margin by 7.6 percentage points, but underlying performance reflected improved product mix and manufacturing efficiencies. Outlook Wu asserted, "As we look ahead to 2026, we are entering a phase of business defined by strategic agility. While we expect continued revenue growth, our 2026 profile is being carefully assessed against a backdrop of evolving tariff structures and shifting geopolit...

Earnings Call Insights: RF Industries (RFIL) Q1 2026 Management View CEO Robert Dawson reported net sales of $19 million for Q1 2026, noting the sales "reflected a far greater diversity of products, customers and end markets, which I believe will set the stage for upcoming quarters." He highlighted gross profit margin improvement of 250 basis points to 32.3%, operating income tripling to $177,000, and adjusted EBITDA increasing 22% to nearly $1.1 million. Dawson emphasized the "huge increase in our backlog, which currently stands at $18.6 million. That's an increase of over $6 million since we last reported earnings in mid-January when the backlog was $12.4 million." Dawson outlined strategic advancements, stating, "We're no longer just a vendor but a solutions provider with a portfolio technology-forward products and solutions that address many applications within telecom." He pointed to traction for direct air cooling (DAC) systems and small cell products, alongside expansion into wireline, cable, and edge data centers. COO Ray Bibisi described ongoing diversification efforts, stating, "Today, we are actively serving and winning business across aerospace, telecommunication, industrial, medical, data centers and government and military markets, amongst others." Bibisi credited the Custom Cable segment for strong performance offsetting integrated systems delays, and highlighted progress in engineering, product management, and operational efficiency. CFO Peter Yin stated, "First quarter sales were relatively flat at $19 million compared to $19.2 million year-over-year. As expected, sales were down 16% from $22.7 million on a sequential basis, reflecting our seasonally slow first quarter." Yin reported gross margin improvement, operating income of $177,000, consolidated net loss of $50,000 or $0.00 per diluted share, non-GAAP net income of $659,000 or $0.06 per diluted share, and adjusted EBITDA of $1.1 million. Yin added, "As of January 31, 2026, our balance sheet re...

Eastern Metals Ltd (ASX: EMS) (Eastern Metals or the Company) (to be renamed Raptor Metals Ltd (ASX: RAP)) is pleased to advise it has recommenced trading on the Australian Securities Exchange (ASX) today following its acquisition of Raptor Resources Limited (Raptor Resources). HIGHLIGHTS... Keep Reading...

格隆汇3月17日｜1、从芯片公司到1万亿美元“代币工厂”，推理时代的经济重构。 黄仁勋宣布计算需求进入“百万倍增长”阶段，将今后至2027年这段时期的算力需求预测由5000亿美元翻倍至1万亿美元。他定义了“代币工厂（Token Factory）”概念，指出未来的数据中心将不再是存储中心，而是生产智能代币的工厂。 2、Vera Rubin架构与Groq融合，解耦推理开启350倍加速。 演讲揭晓了代号为Vera Rubin（薇拉·鲁宾） 的下一代架构。该系统采用全液冷设计，引入了针对智能体任务优化的Vera CPU。最重磅的突破在于整合了Groq团队的确定性流处理器技术，通过Dynamo软件 实现了“解耦推理”：利用Rubin的海量内存处理复杂上下文，利用Groq芯片极速生成代币。这一组合使吉瓦级工厂的代币生成速度实现了惊人的350倍跨越。 3、OpenClaw：AI时代的“Linux 时刻”与智能体操作系统。 黄仁勋将开源项目OpenClaw定义为AI时代的Linux。这是一个能让AI智能体自主调用工具、执行代码、管理文件系统的操作系统级框架。为解决企业安全痛点，英伟达推出极简养虾NemoClaw智能体平台，集成OpenShell隐私护栏，标志着软件产业正从SaaS（软件即服务）向AaaS（智能体即服务） 全面转型。 4、物理AI的“ChatGPT时刻”：从自动驾驶到迪士尼雪宝。 演讲展示了物理AI的爆发，宣布自动驾驶已进入大规模商用阶段。NVIDIA RoboTaxi Ready平台新增比亚迪、现代、吉利等合作伙伴，覆盖每年1800万辆新车，并与Uber达成部署协议。高潮部分是迪士尼机器人Olaf（雪宝） 现身，展示了通过Omniverse和Newton求解器在虚拟世界中进化出的物理适应能力。 5、Feynman架构与太空布局：垂直整合走向星辰大海。 展望未来，黄仁勋披露了继Rubin之后的下一代GPU架构Feynman（费曼），将搭载LP 40处理器和Rosa CPU，支持共封装光学（CPO）技术。此外，英伟达宣布进军太空计算，研发Vera Rubin Space-1计算机。通过Omniverse DSX平台，该公司正在构建一个“数字孪生”的全球（甚至太空）设计体系，实现从硬件层到宇宙级基础设施的垂直整合。

NEW YORK, March 16, 2026 (GLOBE NEWSWIRE) -- Bakkt, Inc. (“Bakkt” or the “Company”) (NYSE:BKKT) today released a shareholder letter from Chief Executive Officer Akshay Naheta and reported its financial results for the full year ended December 31, 2025. The Company will discuss its results and 2026 strategic priorities at its Investor Day on March 17, 2026. To our Shareholders: Dear Fellow Shareholders, I am writing to you for the first time as CEO of Bakkt. When I joined the company, it was clear that significant rebuilding was required. Bakkt possessed something rare — a deep regulatory foundation and institutional pedigree rooted in its origins within Intercontinental Exchange — but the company itself had accumulated complexity over time. Strategy had become fragmented, resources were spread across non-core activities, and the platform lacked the technology architecture required for the financial system now emerging. Much of 2025 was therefore spent doing the work required to rebuild the foundation. This work was substantial and, at times, more difficult than anticipated. But it was necessary. Our objective was not simply to improve Bakkt as it existed — it was to reposition the company for the financial system that is now beginning to take shape. The System That Is Changing Periods in which the architecture of money changes are rare. When they occur, the effects extend far beyond currencies themselves. Over the coming decade, three structural forces are likely to reshape global finance. First, global debt levels across major economies are historically high. Monetary systems rarely remain static under those conditions. Second, new digital systems are redefining how value can be stored, transferred, and programmed. Third, artificial intelligence is accelerating both financial infrastructure and capital markets themselves. When money evolves, two other systems evolve with it: how markets trade and how money moves. Stablecoins are beginning to reshape payment rails. ...

ithinksky/E+ via Getty Images Soybeans on the Chicago Board of Trade plunged Monday as President Trump said he has asked to delay his planned summit meeting with Chinese President Xi by " a month or so" due to the war with Iran. Trump was expected to travel to China at the end of this month for the meeting, but when asked in the Oval Office if the trip was still on, he said, "We’re speaking to China. I’d love to, but because of the war, I want to be here. I have to be here... So we've requested that we delay it a month or so." "There's no trick to it," the president added. "It's very simple. We've got a war going on. I think it's important that I be here." Trump previously had told the Financial Times that he might postpone the summit if China does not help the U.S. unblock the Strait of Hormuz . Soybean prices are particularly vulnerable to tensions with China, and hopes for Chinese purchases of more U.S. soybean exports have helped lift the contract, jumping 17% YTD before Monday. M oney managers had raised their net bullish soybean bets to the highest in 16 weeks as of March 10, according to CFTC data on futures and options released Friday, which "does present downside price risk if political events such as China-U.S. relations... provide a negative surprise," CRM AgriCommodities senior market consultant Mike Verdin told Bloomberg. "A lot of hope has been baked into the soybean market as regards Chinese demand from the U.S." CBOT soybeans ( S_1:COM ) for May delivery settled -5.7% to $11.55 1/4 per bushel, which weighed on the May contract for corn ( C_1:COM ) and wheat ( W_1:COM ), both grains ending -2.7% to $4.54 3/4 per bushel and $5.97 per bushel, respectively. ETFs: ( SOYB ), ( CORN ), ( WEAT ), ( DBA ), ( MOO ) More on U.S. grains Goehring & Rozencwajg Natural Resource Market Q4 2025 Commentary Commodities: Trump's Words Offer Relief To Energy Markets Corn: Runner-Up In Oil Spike