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Solar Stock Down 30% in a Year, but a New $75 Million Bet Suggests This Fund Sees Opportunity

Nasdaq 📅 03/13 03:16 NVDA.O
Key Points Greenvale bought 2,350,000 shares of Enphase Energy in the fourth quarter. The quarter-end position value rose by $75.32 million, reflecting the new purchase. The new position places Enphase Energy as Greenvale's fifth largest holding by market value. 10 stocks we like better than Enphase Energy › On February 17, 2026, Greenvale Capital LLP disclosed a new position in Enphase Energy (NA...

理想汽車(LI)2025年第四季度業績電話會議記錄摘要 - 富途牛牛

Google 📅 03/13 03:16 2015.HK
理想汽車(LI)2025年第四季度業績電話會議記錄摘要 富途牛牛

理想汽車(LI)2025年第四季度業績電話會議記錄摘要 - 富途牛牛

Google 📅 03/13 03:16 2015.HK
理想汽車(LI)2025年第四季度業績電話會議記錄摘要 富途牛牛

格隆汇3月13日|挪威天然气运输管理公司Gassco首席执行官:今年挪威天然气系统维修工作将少于去年。

格隆汇 📅 03/13 03:15
格隆汇3月13日|挪威天然气运输管理公司Gassco首席执行官:今年挪威天然气系统维修工作将少于去年。

格隆汇3月13日|以色列总理内塔尼亚胡:真主党将为其侵略行为付出沉重代价。

格隆汇 📅 03/13 03:15
格隆汇3月13日|以色列总理内塔尼亚胡:真主党将为其侵略行为付出沉重代价。

Century Therapeutics GAAP EPS of -$0.14, revenue of $109.2M

Seeking Alpha 📅 03/13 03:14
Century Therapeutics press release ( IPSC ): FY GAAP EPS of -$0.14. Revenue of $109.2M. Net Loss: Net loss was $9.6 million for the year ended December 31, 2025, compared to net loss of $126.6 million for the same period in 2024. Cash Position: Cash, cash equivalents, and marketable securities were $117.1 million as of December 31, 2025, as compared to $220.1 million as of December 31, 2024. Net c...

Bessent: escorting tankers through Homuz was always part of the plan

Investing 📅 03/13 03:14

伊朗战争持续,英国央行加息预期飙升,英国国债再遭重创

新浪 📅 03/13 03:14
英国政府债券周四再次下跌。与伊朗不断升级的冲突促使投资者将英国央行今年加息的可能性计入价格,原因是担心英国易受能源价格冲击的影响。 长期国债周四跌幅最大。这是由于担心政府可能额外借款以为能源消费者提供资金支持。 截至格林尼治时间15:47,与价格走势相反的10年期和20年期国债收益率均上涨约10个基点。前者达到4.804%,为去年9月以来的最高水平。 市场进一步押注英国央行加息,而就在一周前,这种...

格隆汇3月13日|伊朗革命卫队官员:如果我们的能源基础设施遭到攻击,我们将“摧毁”该地区的石油和天然气基础设施。

格隆汇 📅 03/13 03:13
格隆汇3月13日|伊朗革命卫队官员:如果我们的能源基础设施遭到攻击,我们将“摧毁”该地区的石油和天然气基础设施。

Pharming outlines $405M–$425M 2026 revenue target as Joenja and RUCONEST drive growth

Seeking Alpha 📅 03/13 03:13
Earnings Call Insights: Pharming Group N.V. (PHAR) Q4 2025 Management View CEO Fabrice Chouraqui indicated that Pharming ended 2025 with “total revenues grew by 15% in the fourth quarter of 2025 and by 27% for the full year.” He emphasized the company’s transformation to a “highly profitable, high-growth biotech with 2 commercial products and a late-stage pipeline with 2 programs offering billion ...

特朗普政府可能放宽美国航运法规以应对燃油价格飙升

新浪 📅 03/13 03:12
两位知情人士透露,特朗普政府已告知美国航运集团和石油公司,为可能暂时豁免已有百年历史的、管辖国内航运的《琼斯法案》做好准备,以促进燃料在全国范围内的运输。 消息人士称,最早可能于周四宣布该决定。此举旨在应对自美国和以色列对伊朗开战以来“飙升的燃油价格”。 白宫尚未对此置评。 根据《琼斯法案》,在美国港口之间运输的货物必须由美国建造、悬挂美国国旗且主要由美国人拥有的船舶承运。这一要求严重限制了可用于...

Aemetis (AMTX) Q4 2025 Earnings Call Transcript

Nasdaq 📅 03/13 03:12
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Big Tech Data Center Lease Commitments Top $700 Billion as AI Spending Rises

Yahoo 📅 03/13 03:12 700.HKMSFT.OMETA.O
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) and Meta Platforms (NASDAQ:META) are accelerating their push into artificial intelligence infrastructure, committing nearly $50 billion each in additional data center leases during their most recent quarters. The new agreements add to a rapidly expanding pool of future obligations across the largest cloud providers, with total lease...

Cattle Showing Gains at Midday

Nasdaq 📅 03/13 03:12 700.HK
Live cattle futures are trading with $1.80 to $1.90 gains at midday. Cash trade has been mostly $372 dressed as well as a few live sales of $235-236. The Thursday morning Fed Cattle Exchange online auction showed sales of $235.50 on 447 of the 1,656 head offered, with other bids of $231-235. Feeder cattle futures are up 30 to 60 cents so far on Thursday. The CME Feeder Cattle Index was down anothe...

Corn Holding Higher on Thursday

Nasdaq 📅 03/13 03:12
Corn futures are trading with 3 to 4 cent gains at midday, as March is up 5 ¾ ahead of Friday’s expiration. The CmdtyView national averageCash Corn price is up 3 1/4 cents to $4.20 ¾. Crude oil is up another $7.90 on Thursday. Export Sales data from this morning showed 1.53 MMT of corn sold in the week ending on March 5, in the middle of traders’ estimates for between 0.8-2.2 MMT in corn sales for...

Hogs Extending Weakness on Thursday

Nasdaq 📅 03/13 03:12
Lean hog futures are down another 77 cents to $1.50 at midday. USDA’s national base hog price was reported at $92.16 on Thursday morning, down 89 cents from the day prior. The CME Lean Hog Index was another 23 cents higher on March 10 at $91.20. The weekly USDA Export Sales report showed 23,723 MT of pork sold in the week ending on March 5, the lowest this calendar year. Weekly shipments were 38,8...

Soybeans Extending Rally on Thursday

Nasdaq 📅 03/13 03:12
Soybeans are continuing the push higher into Thursday, with contracts up 7 to 9 cents. The cmdtyView national average Cash Bean price is 8 1/2 cents higher at $9.43 1/2. Soymeal futures are $4.30 to $4.80 higher. Soy Oil futures were 15 to 20 points higher. Futures rallied into Wednesday’s close and are pushing forward on Thursday following a President Trump post that soybeans will be a major topi...

Cotton Holding Gains at Midday

Nasdaq 📅 03/13 03:12
Cotton futures are shrugging off some pressure from the outside markets and a negative USDA report from Tuesday, with midday gains of 2 to 14 points on Wednesday. The outside markets are mixed pressure on the midweek session, as crude oil futures are adding pressure, down $1.67/barrel, with the US dollar index $0.223 lower on the day. The Cotlook A Index was back up 100 points on Tuesday at 78.05 ...

布油期货收于100美元上方,为近4年以来首次

格隆汇 📅 03/13 03:12
格隆汇3月13日|布伦特原油期货结算价自2022年8月以来首次收于100美元/桶,因波斯湾仍有数百万桶原油被困,造成历史上最大规模的石油市场扰动。全球基准油价飙升逾9%,原因是阿拉伯湾多起船只袭击事件让投资者认为,伊朗的海上破坏行动可能扩大到至关重要的霍尔木兹海峡以外。此前,特朗普在Truth Social上发帖称,伊朗没有核武器“对我来说远比油价上涨更重要”,这表明冲突可能会持续下去。

Wheat Trading with Thursday Gains

Nasdaq 📅 03/13 03:12
The wheat complex is pushing higher on Thursday. Chicago SRW futures are up 3 to 7 cents on the day. KC HRW futures are trading with 4 to 6 ¼ cent gains at midday. MPLS spring wheat are up 3 to 4 cents in the front months on Thursday. The next 7 days look on the drier side for much of the Southern Plains, with the eastern half of the country and SRW area looking wetter. Don’t Miss a Day: Weekly Ex...

Home Robot Maker Sunday Hits $1.15 Billion Valuation

Bloomberg 📅 03/13 03:12
Sunday, the maker of a robot for housework, has raised $165 million Series B at a $1.15 billion valuation. CEO Tony Zhao discusses the company’s plans to begin beta testing its robots in homes later this year. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)

Strait of Hormuz closure sends fertilizer prices soaring. These stocks stand to benefit

CNBC 📅 03/13 03:12
The same shipping bottleneck in the Strait of Hormuz that is roiling oil markets is causing "immediate volatility" in liquid fertilizer prices, according to Jefferies analyst Laurence Alexander. He suspects that although fertilizer stocks have rallied this month, two producers may have further upside. Iran has vowed to not let ships pass through the Strait of Hormuz The crucial waterway links the ...

Nvidia Executives Join AI Investment Firm Raising $250 Million

Yahoo 📅 03/13 03:11 MSFT.ONVDA.O
This article first appeared on GuruFocus. Two former executives from Nvidia (NASDAQ:NVDA) are moving into the investment arena, joining a young New York firm that has been quietly building exposure to artificial intelligence startups while working with some of the world's wealthiest families seeking deeper access to the AI boom. Geoffrey Levene, previously Nvidia's director of global AI initiative...

格隆汇3月13日|以色列总理内塔尼亚胡举行与伊朗开战以来的首次新闻发布会。

格隆汇 📅 03/13 03:11
格隆汇3月13日|以色列总理内塔尼亚胡举行与伊朗开战以来的首次新闻发布会。

More 'Fun,' Fewer Choices, and Stuff Under $10: How Kohl's Is Trying to Win Back Shoppers

Yahoo 📅 03/13 03:10 AMZN.O
Key Takeaways Kohl's is using proprietary brands to offer lower prices and streamlining the number of styles and products it stocks, company executives said. The department store is trying to appeal to bargain hunters who have migrated to off-price retailers and Amazon, UBS says. Kohl’s is in the thick of a battle for bargain hunters. The department store company is sharpening its focus on inexpen...

The market finally sees energy and agriculture risk in Iran — why are they ignoring a possible "AI black swan"? - thestreet.com

Google 📅 03/13 03:10 TSM.N
The market finally sees energy and agriculture risk in Iran — why are they ignoring a possible "AI black swan"? thestreet.com

巴西淡水河谷公司2025年利用废料生产的矿石产量翻番

新浪 📅 03/13 03:10
巴西矿业公司 淡水河谷 周四表示,在2025年,该公司利用被归类为废料或尾矿的材料生产的铁矿石达2630万公吨。这比去年以此方式生产的1270万吨增加了一倍多。 淡水河谷报告称,从废料中回收的铁矿石量超过了淡水河谷最初估计的2000万吨。 淡水河谷正在投资循环采矿。它已从一个小型试点项目发展成为大规模工业举措。淡水河谷报告称,该计划去年使废料处置量减少了相当于60节火车车厢的铁矿石,并帮助公司实现...

Synagogue Attack: 1 Hurt, Gunman Dead, Iran: We Will Not Relent

Bloomberg 📅 03/13 03:09
Source: Bloomberg, 5:42

MBX Biosciences GAAP EPS of -$0.49

Seeking Alpha 📅 03/13 03:09
MBX Biosciences press release ( MBX ): Q4 GAAP EPS of -$0.49. As of December 31, 2025, MBX Biosciences had cash, cash equivalents and marketable securities of $373.7 million. Subsequently, on February 4, 2026, the Company raised an additional $85.4 million in net proceeds through its ATM program, resulting in pro forma cash and investments of $459.1 million as of December 31, 2025. Net Loss : Net ...

NVIDIA and Palantir Launch Integrated Tech Stack for Operational AI - MLQ.ai

Google 📅 03/13 03:08 PLTR.O
NVIDIA and Palantir Launch Integrated Tech Stack for Operational AI MLQ.ai
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