格隆汇3月13日｜纽元兑美元NZD/USD日内跌超1.00%，现报0.5855。

Sundry Photography/iStock Editorial via Getty Images On Feb 11, 2026, Cisco Systems, Inc. ( CSCO ) reported second-quarter FY26 earnings that, on paper, looked like a clean win. Revenue came in at $15.35 billion, beating estimates by 1.49%. Diluted EPS (non-GAAP), meanwhile, landed at $1.04 a share, topping estimates by 1.75%. More importantly, both numbers cleared the higher end of Cisco’s own guidance, and this quarter marked a record revenue for the company. But the stock dropped about 9% after the results went out. At the same time, Cisco is positioning itself at the center of AI infrastructure buildouts. That, and with the other developments outlined in this analysis, my Buy rating for Cisco remains in place. Cisco Stock Profile & Valuation Before getting into the financials, it would make sense to see where the stock stands today and whether the price tag is justified. Seeking Alpha At the time of this publication, Cisco trades at around $78 per share. Year-to-date, the stock is up about 1.4% or so, but zooming out to a 1-year scale shows a return of roughly 29%, and a >60% return over the past 5 years. But of course, growth isn’t linear, at least when it comes to stocks, and we can see it in the days following earnings. Though the broader trend is still up and is moving in the right, or let me say, in a profitable direction. In terms of valuation metrics, Cisco currently trades at a forward P/E (GAAP) of about 25.43x , which is approximately 13% below the sector median. Seeking Alpha This means investors are paying $25.43 for every $1 of Cisco’s expected earnings, and, by traditional measures, the company is trading at a discount relative to its peers. To me, this is noteworthy considering that this company generates over $60 billion in annual revenue and sits at the inner circle of AI infrastructure development. Yet, for some reason, the company is trading at a discount to the average tech logo. That, to me, screams undervaluation, which generally doesn’t la...

peshkov/iStock via Getty Images With the U.S.-Israeli war against Iran now in its second week, Strait of Hormuz traffic halted and crude oil topping $90 per barrel, U.S. President Donald Trump is weighing suspending the 1920 Jones Act to unlock domestic fuel flows and blunt shortages. Trump's team is eyeing 30-day waivers to let foreign tankers shuttle Gulf Coast fuel to East Coast refiners, invoking national defense exceptions last used after Hurricane Fiona in 2022. What is the Jones Act? In the aftermath of World War I, the United States found itself reexamining the strength of its shipping industry. The war had revealed vulnerabilities in America’s maritime capabilities, and lawmakers understood the need for a robust domestic fleet, both for commerce and national defense. Out of this moment of reflection and urgency emerged the Merchant Marine Act of 1920, commonly known as the Jones Act. At its core, the Jones Act regulates what is known as “cabotage” or the transport of goods between U.S. ports. Under Section 27 of the Merchant Marine Act, vessels engaged in domestic trade must satisfy four requirements: they must be built in U.S. shipyards, owned by companies with at least 75% American ownership, registered under the U.S. flag, and crewed primarily by American citizens. These strict provisions were designed to ensure that domestic shipping remained an American enterprise, firmly anchored in national sovereignty. The law allows waivers in times of crisis, typically when national defense or emergencies make adherence impractical. During World War II, the U.S. government temporarily set aside many Jones Act restrictions to prioritize military needs. More recently, the Biden administration granted a waiver after Hurricane Fiona struck Puerto Rico in 2022, permitting a foreign-flagged vessel to deliver fuel amid an acute energy shortage. Despite these exceptions, the Act continues to generate controversy. After the Russian invasion of Ukraine in 2022, the U.S. ban...

"This [gives] people with a preconceived idea about what might be in the book," he added. "You've got to put yourself outside your comfort zone, if there's uncomfortable themes... it's on you to discover those and discuss them in uni. That's the idea."

(RTTNews) - European markets closed weak on Thursday, extending previous session's decline, as rising oil prices amid escalating tensions in the Middle East raised concerns about inflation and interest rate hikes, prompting investors to largely refrain from picking up stocks. Oil prices moved up north today amid supply concerns following fresh strikes on tankers in the Persian Gulf. News about U.S. President Donald Trump launching new trade probes targeting the EU and other economies, to look at replacing the reciprocal tariffs struck down by the Supreme Court last month, contributed as well to the weak investor sentiment. In addition to following geopolitical news, investors also reacted to a slew of corporate updates. Bank, aviation and hospitality sectors were among the major losers. Energy stocks gained thanks to rising oil prices. The pan European Stoxx 600 slid 0.61%. The U.K.'s FTSE 100 closed down by 0.47%, Germany's DAX ended 0.21% down, and France's CAC 40 lost 0.71%. Switzerland's SMI lost 0.9%. Among other markets in Europe, Austria, Belgium, Czech Republic, Denmark, Greece, Iceland, Ireland, Poland and Spain ended with sharp to moderate losses. Netherlands edged down marginally. Finland, Norway, Portugal, Russia, Sweden and Türkiye closed higher. Bank stocks were among the major losers in the UK market. HSBC Holdings and Barclays lost about 6% and 5.1%, respectively. Standard Chartered ended down by 3.7%, Lloyds Banking Group closed nearly 3% down, and Natwest Bank lost 2.5%. Persimmon, which had some good outings earlier in the week, lost more than 6% today. Barratt Redrow, Easyjet, Melrose Industries, Diageo, Berkeley Group Holdings, IAG and Antofagasta lost 3%-4.7%. M&G ended down by 3.59%. M&G reported full year 2025 IFRS profit after tax of 314 million pounds compared to a loss of 347 million pounds, prior year, mainly driven by improved short-term fluctuations in investment returns and reduced mismatches arising on application of IFRS 17. Shares o...

【有線新聞】香港劍擊隊人才輩出，18歲的林浩朗在花劍世界盃巴黎站一戰成名，信心大增。 「贏了一刻很開心，然後整件事都很夢幻。」18歲的林浩朗今季迎來生涯重大突破，FIE成人組個人賽3站入正賽，代表作當然是1月花劍世界盃巴黎站，聯同蔡俊彥、張家朗及鄭鐵男奪得團體賽金牌。 香港男子花劍代表林浩朗：「由季初開始已經嘗試在我的團隊上，首次可能會有一點緊張，但是後來他們不斷鼓勵，然後越來越有信心。我覺得以我這個年紀可以跟他們一起比賽，還要拿到金牌，對我來說我覺得意義很重大。」 4、5歲開始接觸劍擊，慢慢由興趣變成職業。林浩朗：「劍擊給我的感覺是在思考上會有更多突破，你可以想到很多不同的動作去做、去騙對手。」林浩朗今季要兼顧青年組及成年組賽事，頻密的賽程令他可以吸收更多實戰經驗。 劍擊隊新星不斷湧現，身高接近1米9，這位年輕左手將希望裝備好自己突圍。林浩朗：「我自己是一個比較慢熱的劍手，需要入局的時間比平常人要長。最近都清楚了解到這一點，更加處理好自己的狀態、自己的心態，嘗試令自己快點進入一個競爭的狀態。」 花劍港隊教練Gregory Koenig：「林浩朗身材高大的左手將，具有很大的潛能，正是我們所需的。長江後浪推前浪，林浩朗當然還很年輕，我很高興看到香港劍擊的成長。」 視教練兼隊友的蔡俊彥為學習對象，18歲的林浩朗短期目標是衝擊世錦賽及名古屋亞運資格。

Lucid's entry into the highly competitive, high-volume midsize SUV market will be key to achieving profitability, the company told investors today. And it's going to do that with a trio of electric SUVs that will use its new midsize EV platform, which it says has been engineered to deliver a starting price below $50,000. "Today, we’re keeping the same Lucid product and technology DNA intact, while applying increased scale, capital efficiency, and cost discipline, and materially reduced costs, to enable a great business with a clear and credible path to profitability and free cash flow, supported by what we are executing now and what we are building for the future," said Marc Winterhoff, interim CEO at Lucid. The company has provided a few details about the first two SUVs due on the new midsize platform. The Lucid Earth is aimed at "trendsetting achievers" and will be the more spacious one. The Lucid Cosmos we expect to be sportier—this one is targeting "upscale nurturers." The unnamed third SUV will likely be something a bit more off-roady, filling the same niche that Rivian has gone for with its R2 . Read full article Comments

Amnesty urges UK’s health service to cancel contract with controversial Palantir software Anadolu Ajansı

美国联邦贸易委员会批准特斯拉将对xAI的投资转换为对SpaceX的持股 2026-03-13 01:54:05 来源： 同花顺7x24快讯 分享 文章提及标的 特斯拉 -- 美国联邦贸易委员会批准特斯拉（TSLA）将对xAI的投资转换为对SpaceX的持股。

Alina555 Tilman Fertitta continues to make moves in the Las Vegas casino scene. If he is successful with his acquisition bid for Caesars Entertainment ( CZR ), he would gain control of eight Las Vegas-area properties, including Caesars Palace, Harrah's, and Paris on the Strip. Fertitta is also currently the largest single shareholder of Wynn Resorts ( WYNN ), with an economic interest of 12.5% in the company following his 2025 share purchases and accounting for options. He holds the position through Fertitta Entertainment and related entities. The Elaine Wynn Family Trust is believed to be the next largest shareholder, with a position between 8% and 9% in the casino company. Bank of America analyst Shaun Kelly noted that it is possible that Fertitta's WYNN stake could be used to help finance the Caesars ( CZR ) takeover. Looking back, Fertitta entered casinos in 2005 by buying the Golden Nugget Las Vegas and Laughlin properties through Landry’s, marking his move from restaurants into gaming. He later expanded the Golden Nugget brand to Atlantic City, Biloxi, and Lake Charles, including purchasing the former Trump Marina in 2011. Today, his Fertitta Entertainment controls multiple Golden Nugget casinos and related online gaming operations. He also holds over 6 acres of Las Vegas Strip property at the southeast corner of Las Vegas Boulevard and Harmon Avenue, close to MGM Resorts' ( MGM ) MGM Grand and Aria properties and Caesars' ( CZR ) Planet Hollywood. Shares of Caesars Entertainment (VZR) fell 1.8% in Thursday afternoon trading after jumping more than 11% on Wednesday. More on Caesars and Wynn Resorts Caesars Entertainment: Betting On The House To Win Caesars Entertainment Becomes A Straight Buyout Trade Wynn Resorts: Premium Positioning Powers A Multi-Year Growth Story Caesars jumps on report Tilman Fertitta in talks for $7B takeover Wynn Resorts resumes work on UAE project after a short pause

格隆汇3月13日｜沙特国防部：拦截并摧毁了一枚针对东部地区发射的弹道导弹。

Earnings Call Insights: Stellus Capital Investment Corporation (SCM) Q4 2025 Management View CEO Robert Ladd opened the call by highlighting the company's financial results and a series of strategic updates, including the recently announced share buyback program and the investment adviser's agreement to join Ridgepost Capital. Ladd stated, "We have 5 topics to cover. First, the financial results for the fourth quarter and year ended December 31, 2025; asset quality, including commentary regarding software exposure, outlook for the first and second quarters of 2026, our share buyback program recently announced and our investment adviser joining forces with Ridgepost Capital." CFO W. Huskinson reported, "In the fourth quarter, we generated $0.29 per share of GAAP net investment income and core net investment income was $0.29 per share also, which excludes excise taxes. During the quarter, we also realized gains of $5.5 million on 5 equity positions, which resulted in total realized income for the quarter of $0.48 per share. Net asset value per share decreased $0.23 during the quarter from 2 components. The first was $0.11 per share of dividend payments that exceeded earnings, which was necessary to continue to pay out spillover income balance from 2024. The second was net realized losses of $0.12 per share related primarily to 2 debt investments." Ladd announced, "On February 5, we announced that our external manager, Stellus Capital Management, agreed to be purchased by Ridgepost Capital... Stellus will continue to be managed by its current partners who will retain control of its day-to-day operations, including investment decisions and investment committee processes." Ladd also highlighted a $20 million share repurchase program and emphasized, "At the current price levels, we believe repurchasing shares represents a compelling opportunity to generate meaningful value for our shareholders. This authorization will remain in place for at least 1 year." Outlook Ladd sta...

格隆汇3月13日｜沙特国防部：拦截并摧毁了一枚针对苏丹王子空军基地发射的弹道导弹。

Shares of Fifth Third Bancorp FITB lost nearly 3.3% as the company trimmed its 2026 non-interest income outlook. At the RBC Capital Markets Global Financial Institutions Conference 2026, Fifth Third updated a few of its full-year 2026 guidance and provided first-quarter 2026 guidance. Along with this, the bank also discussed about the Comerica integration progress. The company narrowed its non-interest income guidance to $4.0 billion to $4.2 billion from the previous range of $4.0 billion to $4.4 billion. The bank slightly lowered its non-interest expense outlook to $7.2 billion to $7.3 billion from the earlier estimate of $7.2 billion to $7.5 billion. However, Fifth Third reiterated its expectation for average loans and leases in the mid-$170 billion range and net interest income (NII) expectation of $8.6 billion to $8.8 billion for 2026. Net charge-offs are also expected to remain within 30–40 basis points. Management noted that these updated ranges largely reflect minor adjustments to align accounting conventions between Comerica and Fifth Third. Fifth Third also provided the first quarter of 2026 outlook. It expects average loans and leases of $158 billion to $159 billion, representing a sequential increase from $124.1 billion. The company’s NII is projected to be around $1.93 billion, up from $1.53 billion sequentially, while non-interest income is expected to be between $0.90 billion and $0.93 billion compared with $0.81 billion in the prior quarter. Non-interest expenses are anticipated to be between $1.76 billion and $1.78 billion compared with $1.27 billion reported in the fourth quarter of 2025. Further, FITB provided an update regarding Comerica integration progress. The company noted that Comerica integration is expected to generate meaningful cost efficiencies. Management now expects at least $400 million in expense savings in 2026, exceeding the earlier estimate of $320 million. Roughly half of these savings will be reinvested in growth initiatives suc...

美国弗吉尼亚州的奥尔德多米宁大学12日发生枪击事件，造成两人受伤，枪手已被击毙。 这所大学发布的警报信息显示，当天上午，一名持枪者在校园一处建筑物内开火，造成两人受伤。警方及紧急救援队立即响应，嫌疑人被击毙，伤者被送医救治。 警报说，目前校园已不存在威胁，但事发地及其周边仍为限制区域，救援人员仍在现场工作。该校主校区停课一天。 枪支暴力在美国屡见不鲜。据美国“枪支暴力档案”网站数据，截至3月12日，美国今年已有超过2300人因枪支暴力死亡，其中包括182名未成年人。(新华社)

格隆汇3月13日｜黎巴嫩总理：黎巴嫩不会成为“他国战争的战场”。

Tom Werner/DigitalVision via Getty Images The Invesco S&P 500 High Beta ETF ( SPHB ) is a passively managed exchange-traded fund designed to track the 100 constituents in the S&P 500 ( SPX ) Index with the highest market beta risk. Fundamentally, the strategy can provide investors with enhanced risk regarding market volatility. Theoretically, the strategy could outperform the broader market index, given how beta is measured and the expected returns associated with beta risk in the capital asset pricing model; however, other factors like asset rotation could play a role in the short term, particularly given the high information technology sector concentration in the portfolio. When considering this fund, investors must weigh whether taking on additional risk for a higher potential growth rate suits their investment needs. I recommend SPHB with a "Buy" rating for long-term investors seeking higher beta exposure and diversified sector allocation. Corporate Filings Looking at historical performance, high-beta stocks have significantly outperformed the market when comparing 1-year performance. TradingView Despite recent performance, the S&P 500 Index and the high-beta concentrated portfolio have historically traded with a narrow performance margin on a total returns basis, which assumes dividend reinvestment. TradingView Despite holding fewer constituents, SPHB can be viewed as more diversified when compared to the S&P 500, given the individual weights of the holdings. While SPHB exhibits greater concentration in the information technology sector at 40.27%, the weights of individual holdings exhibit a more even distribution, with the top holding in the strategy, Coinbase Global, Inc. ( COIN ), having a portfolio weight of 1.80%. While the name of the strategy may suggest greater risk in terms of beta sensitivity, SPHB could potentially be used to lower an investor’s concentration risk regarding the mega-cap technology stocks. For example, Apple Inc. ( AAPL ) has a portfo...

Tesla Converts xAI Investment Into SpaceX Stake Ahead of IPO Bloomberg.com

Tesla Converts xAI Investment Into SpaceX Stake Ahead of IPO Bloomberg

格隆汇3月13日｜卡塔尔总理与加拿大外长通话。

Microsoft Corporation (NASDAQ:MSFT) is one of the Best AI Stocks That Will Make You A Millionaire. On March 9, William Blair reiterated an Outperform rating on Microsoft Corporation (NASDAQ:MSFT) without disclosing any price targets. ​William Blair analysts noted that the company recently announced Microsoft 365 Copilot Wave 3 updates and the E7 pricing bundle. The firm sees these as steps to turn Copilot into an agentic platform for enterprise workflows and expects Microsoft to grow its enterprise wallet share through AI agents. William Blair Reiterates a Buy on Microsoft (MSFT), Here's Why ​Moreover, the firm highlighted in a research note that Copilot Cowork shifts focus from content creation to task execution and workflow control. Moreover, Agent 365 applies Microsoft’s security to AI agents. The firm highlighted that this treats agents like digital employees for governance. William Blair expects the company to expand its enterprise wallet share, driven by platform consolidation and improved market opportunity. ​Microsoft Corporation (NASDAQ:MSFT) is an American technology company that specializes in AI-powered cloud, productivity, and business solutions. The company develops and markets software, services, and hardware. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Finally, insert the following after the “READ NEXT” section: Disclosure: None. Follow Insider Monkey on Google News.

William Blair Reiterates a Buy on Microsoft (MSFT), Here’s Why Yahoo! Finance Canada

William Blair Reiterates a Buy on Microsoft (MSFT), Here’s Why Yahoo Finance

William Blair reiterates a buy on Microsoft (MSFT), here’s why MSN

Oracle Corporation (NYSE:ORCL) is one of the Best AI Stocks That Will Make You A Millionaire. On March 10, Baird analyst Rob Oliver lowered the firm’s price target on Oracle Corporation (NYSE:ORCL) from $300 to $200, while maintaining an Outperform rating on the stock. The analyst noted that they are updating the model ahead of the company’s Q3 results as they expect Oracle to focus on addressing the AI infrastructure uncertainty. ​The company posted fiscal Q3 2026 earnings later the same day and topped the Street’s expectations. The stock has gained more than 7.5% since the release (as of 11 Mar, 2:47 pm GMT-4). Oracle grew its quarterly revenue by 21.66% year-over-year to reach $17.19 billion and topped expectations by $281.13 million. The EPS of $1.79 also came in ahead of the consensus by $0.10. Baird Lowers PT on Oracle (ORCL), Here's What You Need to Know ​Management attributed growth to an 11% increase in cloud application revenue and 14% increase in Fusion ERP revenue. Notably, the AI infrastructure revenue rose 243% year-over-year, as multicloud database and AI infrastructure experienced strong demand that exceeded supply. ​Oracle Corporation (NYSE:ORCL) is an American multinational computer technology company specializing in database software, cloud infrastructure, and enterprise software solutions. The company offers one of the industry’s broadest and deepest suites of AI-powered cloud applications. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years. Disclosure: None. Follow Insider Monkey on Google News.

Baird Lowers PT on Oracle (ORCL), Here’s What You Need to Know Yahoo Finance

Amazon.com, Inc. (NASDAQ:AMZN) is one of the Best AI Stocks That Will Make You A Millionaire. On March 10, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) plans to expand its healthcare AI assistant for customers using its website and app. The company targets streamlining its AI with 30 non-emergency conditions like acne, diabetes, and sleep apnea. ​The healthcare AI is capable of explaining results and can answer questions related to medication and symptoms. The AI can also connect patients to healthcare providers if needed. The model was previously available for only One Medical members. Now the customers don’t need to be members and can use the assistant for free. Amazon.com (AMZN) to Expand Healthcare AI for Customers ​A spokesperson from Amazon told Reuters that the AI allows customers to give access to medical data, reports, or clinical notes and answers follow-up questions. ​Andrew Diamond, chief medical ​officer at Amazon One Medical, told Reuters: “Health AI is designed to handle the logistical and informational work that creates friction in healthcare, so patients and providers can spend more ​time on what matters most.” ​Amazon.com Inc. (NASDAQ:AMZN) operates across e-commerce, digital content, advertising, and cloud computing. Its online and offline stores offer both in-house and third-party products, while its Amazon Web Services (AWS) division runs one of the world’s largest data center networks. While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Finally, insert the following after the “READ NEXT” section: Disclosure: None. Follow Insider Monkey on Google...

Amazon.com, Inc. (NASDAQ:AMZN) is one of the Best AI Stocks That Will Make You A Millionaire. On March 10, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) plans to expand its healthcare AI assistant for customers using its website and app. The company targets streamlining its AI with 30 non-emergency conditions like acne, diabetes, and sleep apnea. ​The healthcare AI is capable of explaining results and can answer questions related to medication and symptoms. The AI can also connect patients to healthcare providers if needed. The model was previously available for only One Medical members. Now the customers don’t need to be members and can use the assistant for free. Amazon.com (AMZN) to Expand Healthcare AI for Customers ​A spokesperson from Amazon told Reuters that the AI allows customers to give access to medical data, reports, or clinical notes and answers follow-up questions. ​Andrew Diamond, chief medical ​officer at Amazon One Medical, told Reuters: “Health AI is designed to handle the logistical and informational work that creates friction in healthcare, so patients and providers can spend more ​time on what matters most.” ​Amazon.com Inc. (NASDAQ:AMZN) operates across e-commerce, digital content, advertising, and cloud computing. Its online and offline stores offer both in-house and third-party products, while its Amazon Web Services (AWS) division runs one of the world’s largest data center networks. While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years. Disclosure: None. Follow Insider Monkey on Google News.

Amazon.com (AMZN) to Expand Healthcare AI for Customers finance.yahoo.com

Amazon.com (AMZN) to expand healthcare AI for customers MSN