Some indicators suggest that equity markets are currently overvalued. For instance, the S&P 500 Shiller CAPE ratio is near multi-year highs. In this environment, it pays to look for bargains, stocks that look cheap right now, given their growth prospects. Here are two examples to consider in the healthcare sector: Pfizer (PFE +1.32%) and Novo Nordisk (NVO 2.85%). 1. Pfizer Pfizer's shares are down substantially since they hit their all-time highs in late 2021. It's no wonder. Its financial results have been subpar in the past few years. Here's the good news. Pfizer is currently trading at 9 times forward earnings, compared to the healthcare sector's average of 18.5x. At current levels, the company's shares look attractive considering its deep pipeline that should allow it to replenish its lineup and significantly improve its financial results. Pfizer could make significant progress toward that goal this year as the company plans to start over a dozen phase 3 studies across various candidates. Even with a modest 50% success rate in these late-stage clinical trials, the company should eventually be able to launch lucrative new products. Expand NYSE : PFE Pfizer Today's Change ( 1.32 %) $ 0.35 Current Price $ 27.16 Key Data Points Market Cap $152B Day's Range $ 26.52 - $ 27.29 52wk Range $ 20.91 - $ 27.94 Volume 508K Avg Vol 47M Gross Margin 66.23 % Dividend Yield 6.42 % Two areas where Pfizer is looking to make waves are oncology and the weight loss market. Pfizer has a deep pipeline of candidates in oncology, including one called PF'4404 that looks especially promising, as it belongs to a newer class of medicines that could slowly revolutionize the cancer market. In weight loss, Pfizer's mid-stage candidate demonstrated strong efficacy and encouraging tolerability, making it a potential go-to option for patients looking to minimize side effects while offering convenient once-monthly dosing. Pfizer's comeback won't happen overnight, but for investors willing to hold o...

Key Points Pfizer and Novo Nordisk are trading at (more than) reasonable levels given their underlying strengths. Both drugmakers could make pipeline progress that will allow them to improve their financial results. 10 stocks we like better than Pfizer › Some indicators suggest that equity markets are currently overvalued. For instance, the S&P 500 Shiller CAPE ratio is near multi-year highs. In this environment, it pays to look for bargains, stocks that look cheap right now, given their growth prospects. Here are two examples to consider in the healthcare sector: Pfizer (NYSE: PFE) and Novo Nordisk (NYSE: NVO). Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » 1. Pfizer Pfizer's shares are down substantially since they hit their all-time highs in late 2021. It's no wonder. Its financial results have been subpar in the past few years. Here's the good news. Pfizer is currently trading at 9 times forward earnings, compared to the healthcare sector's average of 18.5x. At current levels, the company's shares look attractive considering its deep pipeline that should allow it to replenish its lineup and significantly improve its financial results. Pfizer could make significant progress toward that goal this year as the company plans to start over a dozen phase 3 studies across various candidates. Even with a modest 50% success rate in these late-stage clinical trials, the company should eventually be able to launch lucrative new products. Two areas where Pfizer is looking to make waves are oncology and the weight loss market. Pfizer has a deep pipeline of candidates in oncology, including one called PF'4404 that looks especially promising, as it belongs to a newer class of medicines that could slowly revolutionize the cancer market. In weight loss, Pfizer's mid-stage candidate demonstrated strong efficacy...

But that does not mean the risks of the pollutants disappear. They can enter rivers and other waterways, or if they settle and the ground dries then winds can pick them up and they can become resuspended in the air.

Krot Studio/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify AI startup Advanced Machine Intelligence also names its CEO . (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions . (1:04) Bill Ackman’s fund files for IPO on NYSE . (2:49) This is an abridged transcript of the podcast: Our top story so far, AI startup Advanced Machine Intelligence, founded by former Meta Platforms ( META ) Chief AI Scientist Yann LeCun, has raised $1B in seed funding. The company says it is building a new breed of AI systems that understand the world, have persistent memory, can reason and plan, and are controllable and safe. AMI had already reached a $3.5B pre-money valuation, according to Reuters. The startup — less than three months old — said the round was co-led by Cathay Innovation, Greycroft, Hiro Capital, HV Capital, and Bezos Expeditions, among others. AMI is also appointing Alex LeBrun as CEO. LeBrun has spent 24 years building AI products, including work on chatbots, natural-language systems, Facebook’s M assistant, and healthcare AI. Yann LeCun, who spent more than 12 years at Facebook before leaving in January, has said Meta will not invest in his company. And there’s more AI news as Anthropic ( ANTHRO ) takes the Pentagon to court, CFO Krishna Rao said in a filing that the government’s blacklisting could reduce the company’s 2026 revenue by multiple billions of dollars. “If the government’s actions are allowed to stand — and if the ripple effect comes to pass — it would be almost impossible to reverse,” Rao said. Nvidia ( NVDA ) has made a “significant” investment in Thinking Machines and will supply the startup with chips in a multi-year deal. Thinking Machines Lab — run by former OpenAI ( OPENAI ) CTO Mira Murati — said it will deploy at least one gigawatt of Nvidia’s Vera Rubin systems to support frontier-model training. Applied Materials ( AMAT ) has partnered with Micron Technology ( MU ) to develop DRAM, high-bandwid...

据美国国防部一名高级官员透露，字母表旗下的 谷歌 将为美国国防部约 300 万名工作人员部署人工智能智能体，以实现日常工作自动化。 美国国防部负责研究与工程的副部长埃米尔・迈克尔表示，谷歌的 Gemini AI 智能体 能够根据用户设定的任务自主执行工作，初期将在 非机密网络 上运行。 “我们从非密系统开始，因为大多数用户都在这一领域，之后会逐步扩展到机密和绝密系统。” 迈克尔在采访中说，并补充称，目前正与谷歌就在机密云上使用 AI 智能体进行谈判。“我非常有信心，他们会成为我们在所有网络环境中的优秀合作伙伴。” 谷歌副总裁吉姆・凯利周二在博客文章中表示，这项新功能将允许美国国防部的文职和军事人员 使用自然语言构建 AI 智能体 。谷歌云发言人未回应就是否正谈判在机密云上部署 AI 智能体置评。 军方扩大使用 AI 的做法，在许多研发该技术的美国前沿企业内部引发争议。在伊朗战争中，美军已利用 AI 辅助识别目标、加快流程，使得轰炸强度达到前所未有的水平。 美国国防部正引入更多来自 OpenAI、谷歌等公司的产品，以加速军方 AI 应用。这一举措导致其与 Anthropic 的矛盾不断升级：Anthropic 希望为其技术设定限制，禁止用于国内监控和全自动武器。作为回应，美国国防部上周将该公司列为 供应链风险 。 Anthropic 已就这一认定起诉美国政府，这类标签通常只用于被美国视为对手国家的企业。 曾主导与 Anthropic 谈判的迈克尔表示，该问题无法通过法庭解决，国防部现在已 “向前看”。 直到不久前，Anthropic 还是唯一一家能在国防部机密云上运行的 AI 系统供应商。近几周，国防部已与 OpenAI 和 xAI 达成协议，允许其在受限网络上运行；迈克尔也大力宣传与谷歌不断扩大的 AI 合作。 谷歌过去曾因与国防部的合作关系面临内部批评。2018 年，数千名谷歌员工抗议公司参与 “Maven 项目”—— 该项目旨在开发 AI，分析美国海外无人机战争的视频画面。此次抗议导致谷歌没有续签该项目合同。 谷歌后来放宽了部分与军方合作的限制。迈克尔称，该公司是 “值得信赖” 且 “积极支持” 的合作伙伴。 迈克尔表示，谷歌初期将推出 8 个预制智能体 ，部分将专注于自动化工作，例如总结会议纪要、编制预算、对照国防战略原则审核拟议行动等。 据国防部发言人提供的...

加拿大皇家银行首席执行官麦凯：人工智能对我们业务的任何部分都产生了影响。

Earnings Call Insights: Willis Lease Finance Corporation (WLFC) Q4 2025 Management View Austin Willis, CEO, opened by highlighting record revenues for the fourth quarter of $193.6 million, a 27% increase year-over-year, and record full-year revenues of $730.2 million, up 28%. Willis stated, "We saw strong utilization of our lease portfolio throughout the year, averaging 85%, up from 83% in 2024, while retaining an average lease rental factor in excess of 1% per month." He emphasized the declaration of a recurring dividend of $0.40 per share and noted the company’s expansion into asset management with the launch of Willis Aviation Capital, which includes a $600 million fund with Liberty Mutual Insurance and a separate fund with Blackstone Credit & Insurance for over $1 billion. Willis explained that the company will earn a servicing fee and carried interest from both funds, saying, "By establishing these funds, we can increase our return on equity through fee income and carried interest, pursue more transactions that otherwise would have been too large for us…" He announced the cessation of the sustainable aviation fuel project, stating, "We elected to no longer pursue our sustainable aviation fuel project. This was a very difficult decision but we decided that ultimately, our right to win in the space wasn't as strong as we feel is necessary to support the type of investment that is required." Willis welcomed David Hooke to run M&A and announced Brian Hole’s transition to head Willis Aviation Capital. CFO Scott Flaherty said, "Revenues of $730.2 million, up 28.3% from 2024 and record earnings before tax or EBT of $160.6 million for the year. Adjusted EBITDA, a new metric we are reporting, highlighting the strength of the cash flow of the Willis Enterprise was $459.1 million, up 16.6% from $393.7 million in the prior year." Outlook Willis stated, "The outlook for engine shop visits remains strong through the mid-2030s. While we expect to see shop visits taper for the...

Robinhood's recent "Take Flight" event marks a strategic pivot from a simple trading app to a comprehensive "financial super-app" for families. By introducing trust and custodial accounts, the platform is moving beyond traders to capture every age of investor. In addition to adding custodial accounts, Robinhood introduced a Platinum Card, an invite-only, solid platinum-plated card with a $695 annual fee aimed at high-net-worth users. But the card may not be the growth driver many think it will be, which I dig into in this video. *Stock prices used were end-of-day prices of March 5, 2026. The video was published on March 9, 2026. Continue reading

深水埗4歲非裔男童獨留家中 狂掟玩具落街 29歲母被捕 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】深水埗有人高空擲物，揭發一名四歲男童遭獨留在家，警方以涉嫌疏忽照顧拘捕男童母親。 網上片段見到，高層單位有人把大量雜物從窗外擲下街，擊毀停在路邊私家車，玻璃窗粉碎。深夜12時許，警方接報大南街一幢唐樓有人高空擲物，將玩具、電熱水煲及音樂鼓等掟落街。警方到場調查，發現一名非洲裔男童遭人獨自留在屋內，拘捕其29歲母親涉嫌疏忽照顧。

ASP Isotopes Jump On "Material Progress Toward Commercial Uranium Enrichment" Just days after we covered the story on Quantum Leap Energy’s non-binding MOU with a major U.S. nuclear utility, Canaccord Genuity analyst George Gianarikas reiterated his buy rating on the beaten down ASP Isotopes, with an $11 price target citing “material progress” toward commercial uranium enrichment on two continents. On February 23, QLE inked a Pre-Implementation Services Contract with South Africa’s Necsa to site, design, build, and operate an enrichment facility at the Pelindaba complex. The deal gives QLE access to existing nuclear infrastructure, utilities, and a joint oversight committee. Gianarikas says it’s the clearest signal yet that licensed HALEU production in South Africa is moving from lab to market readiness. The March 6 MOU we highlighted last week adds the U.S. piece: the unnamed utility will potentially help stand up domestic HALEU and LEU+ enrichment, conversion, and deconversion capacity while discussing offtake and financing. That’s critical ahead of the 2028 Russian uranium import ban we’ve repeatedly flagged as the biggest catalyst for non-adversarial supply chains . The report also spotlights accelerating LEU+ adoption by conventional fleets. Westinghouse loaded the first ~6% LEU+ test assemblies at Southern Company’s Vogtle Unit 2 last April. Urenco secured NRC approval to enrich to 10% and produced its first commercial batch in December. Framatome is upgrading its Richland plant and just filed for an 8% enrichment limit. Partners include Constellation (23% of U.S. nuclear output), Duke, Entergy, and Vistra. As we first detailed after the Silicon-28 mega-contract and US radiopharmacy buy, then again when Trump Jr. and Eric Trump-backed funds poured in and when Renergen cleared regulatory hurdles , Canaccord is framing ASPI is one of the few names positioned across HALEU, medical isotopes, and quantum materials: a veritable cornucopia of next gen energy buzzword...

文章提及标的 巴克莱银行 -- 巴克莱银行（BCS）预计墨西哥将在2026年再降息三次，每次25个基点。

Key Points Port Capital LLC bought 446,260 shares of Atmus Filtration Technologies; estimated transaction value $21.60 million (based on quarterly average price). Quarter-end position value increased by $26.10 million, reflecting both trading activity and price movement. Change represented a 0.93% shift in the fund’s reportable assets under management (AUM) as reported in its 13F. Post-trade holdings: 876,720 shares valued at $45.51 million as of Dec. 31, 2025. The position now accounts for 1.96% of 13F AUM, placing it outside the fund's top five holdings. 10 stocks we like better than Atmus Filtration Technologies › What happened According to a filing with the Securities and Exchange Commission dated Feb. 17, 2026, Port Capital LLC increased its stake in Atmus Filtration Technologies (NYSE:ATMU) by 446,260 shares. The estimated transaction value was $21.60 million, based on the average quarterly closing price. The value of the position at quarter-end rose by $26.10 million, which reflects both share purchases and price changes during the period. What else to know Port Capital added to its Atmus Filtration Technologies position, bringing its position to 1.96% of reported AUM. Top holdings after the filing: Heico Class A Shares : $217.13 million (9.4% of AUM) RBC Bearings : $165.85 million (7.2% of AUM) Amphenol : $125.50 million (5.4% of AUM) Teledyne Technology : $120.77 million (5.2% of AUM) Ametek : $92.74 million (4.0% of AUM) As of March 9, 2026, shares of Atmus Filtration Technologies were priced at $58.21, up 55.7% over the past year; one-year alpha versus the S&P 500 was 36 percentage points. Company overview Metric Value Revenue (TTM) $1.76 billion Net income (TTM) $207.40 million Dividend yield 0.36% Price (as of market close March 9, 2026) $58.21 Company snapshot Atmus Filtration Technologies: Provides filtration products, including fuel, lube, air, hydraulic filters, crankcase ventilation systems, and coolants, primarily under the Fleetguard brand Genera...

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Elijah-Lovkoff/iStock via Getty Images As I’ve covered in the past , the Argentina economy has been through a transformation period following the election of a new liberal President, Javier Milei back in 2023, which was quite positive for the banking sector. However, election results have been mixed since then, with its political Party losing elections in the Buenos Aires province last September, raising doubts that structural reforms could go ahead. This resulted on negative sentiment toward Argentine banks for a great part of 2025, but national midterms elections last October were good for Milei’s Party, sparking a major relief rally for banking stocks at the time. Given this background, it’s not surprising to see that Banco Macro S.A. ( BMA ) has performed extremely well since my last article back in September 2025, up by more than 65% including dividends, beating the overall stock market ( SPY ) by a wide margin during the same period. Article performance (Seeking Alpha) This shows that Banco Macro’s, and its Argentine peers, investment case is largely based on the political and macroeconomic landscape in the country. Nevertheless, from a fundamental point of view the banking sector is also overhauling itself, from business models based on taking loans and buying government securities, towards ‘normal’ banking operations of making loans & taking deposits. Indeed, credit penetration in Argentina is among the lowest across Latin America, boding well for loan growth for many years ahead if macroeconomic conditions continue to stabilize in the country. One of the main issues in the past was hyperinflation, with a peak 25% monthly rate back in 2023, which has come down considerably during the past couple of years. Nevertheless, the monthly inflation rate is still around 3% and has trending upwards in recent months, showing that inflation has not fully stabilized in Argentina. Monthly inflation rate (Trading Economics) Regarding other macroeconomic indicators, GDP has...

Wall Street piled into risk on Tuesday as oil prices retreated. The Nasdaq Composite rallied 0.7%, while the S&P 500 gained 0.5%. The Dow rose 300 points, or 0.6%. Momentum, small-caps, growth, and technology were among the market’s leading strategies on Tuesday.

Source: Bloomberg, 5:32

当地时间10日，据克里姆林宫消息，俄罗斯总统普京与伊朗总统佩泽希齐扬通话，讨论了双边关系及地区局势。普京重申俄方原则立场，支持尽快缓和冲突、以政治手段解决冲突。佩泽希齐扬感谢俄罗斯提供的支持，特别是向伊朗提供的人道主义援助。(央视新闻)

Tesla, Alphabet Launch Energy Affordability Coalition 'Utilize' Benzinga

Check out some of the companies making the biggest moves midday: Hims & Hers Health – Shares of the telehealth company jumped 3%. Bank of America upgraded the stock to neutral from underperform after Novo Nordisk dropped its patent infringement case against Hims, and the companies agreed that Hims would sell Novo's Ozempic and Wegovy drugs on its platform. Novo's move to drop the case is "a clear positive in our view as it removes litigation and related credit risk – the primary driver of the new and higher multiple in our model," wrote analyst Allen Lutz in a Tuesday note. BioNTech – U.S.-traded shares of the German biotech company cratered more than 20%. BioNTech announced that its co-founders, Prof. Ugur Sahin, M.D. and Prof. Özlem Türeci, M.D., would leave to establish and lead an independent company. Separately, BioNTech reported a fourth-quarter net loss of 305 million euros. SolarEdge Technologies — The solar stock surged nearly 10% after Bank of America upgraded it to neutral from underperform. The Wall Street firm said SolarEdge's margin trajectory, revenue cadence and liquidity have all stabilized enough to materially reduce downside risk. West Pharmaceutical Services — The drugmaker fell 6% after it said CEO and chairman Eric Green will retire in the second half of 2026. United Natural Foods — Shares lost almost 3%. The grocery distributor reported revenue of $7.95 billion in its fiscal second quarter, short of the $8.11 billion expected by analysts polled by FactSet. United Natural also lowered its full-year revenue guidance and now anticipates a range of $31 billion to $31.4 billion, versus prior guidance of $31.6 billion to $32 billion. Kohl's — Shares rose 1% after the retailer reiterated that it was working on a turnaround plan. Kohls tumbled posted disappointing fourth-quarter revenue of $4.97 billion, below the LSEG consensus of $5.03 billion, while fourth-quarter adjusted earnings of $1.07 per share topped the expected 85 cents per share. Casey's ...

A death in the family is always a reckoning. In this absorbing revival of Ryan Craig’s play from 2011, it is also an unravelling, one in which morality and geopolitics play out on a highly patterned carpet in a Jewish suburban dining room. It’s 2009 and the Rosenbergs have lost their eldest son, who left north London to fight for Israel. His death is a further blow to the family and its venerable catering company (dad “reckons some ancient relative catered the Last Supper”). There was the suspected food poisoning, while daughter Ruth (a rebarbative Dorothea Myer-Bennett, excellent) is a lawyer investigating human rights abuses in the war on Gaza – an inquiry which only heightens tensions within the community. Craig describes his plays as “comic tragedies”, and there’s certainly humour in Lindsay Posner’s finely acted production as the Rosenberg parents, never knowingly under-catered, frantically paper over the cracks. Goujons are lauded, macaroons and marble cake foisted on the unwilling. View image in fullscreen Finely acted … Dorothea Myer-Bennett (Ruth Rosenberg) and Adrian Lukis (Sir Stephen Crossley) in The Holy Rosenbergs. Photograph: Manuel Harlan Tracy-Ann Oberman’s bleary Lesley, ferrying finger bowls and levelling candle wicks, is the family’s glue. Even when she collapses, she’s immediately on her feet (“Oh, don’t make a whole production”). But even she can’t buttress Nicholas Woodeson’s David, a dynamo of self-delusion. David has defiantly mounted pillars beside the front door (“chav palace,” sneers his wastrel younger son) – he’s desperate to be a pillar of the community that is turning its back on him. Set on a single fraught evening, it’s the sort of play where characters representing useful debating positions happen to pop in, carrying crucial reports in buff envelopes. Despite the spuming argument, it’s the bleak silences when talk fades away that are most eloquent: when Woodeson’s gaze turns inward and we see his defeat. This is a horribly apposite...

俄罗斯总统弗拉基米尔·普京在与美国总统唐纳德·特朗普通话次日，与伊朗总统马苏德·佩泽希齐扬就中东局势进行了磋商。 克里姆林宫在声明中称，普京在与伊朗总统通话时重申立场，主张尽快令冲突降级，并通过政治手段解决冲突。 佩泽希齐扬就俄罗斯的支持，尤其是对伊朗的人道援助，对普京表示了感谢。 责任编辑：丁文武

Nastco/iStock Editorial via Getty Images Bitcoin has proven some resilience in the latest bout of geopolitical upheaval . WTI crude oil nearly touched $120 last Sunday night as uncertainty in the US-Iran war escalated. Now, had that occurred a few months ago, crypto would have likely been under major pressure, given its high-risk correlation. But we didn’t see that this go-round. In fact, bitcoin held its February low—right at key support I laid out earlier this year. Today, I’m revisiting the iShares Bitcoin ETF ( IBIT ). I had a buy rating on the fund in early February , and while the product is down 10% since then, I assert that the possession arrow has shifted in the bulls’ favor... as March Madness gets going. After tagging key support, we have new levels to watch heading into the springtime. YTD Returns: Bitcoin Lags US & Global Stocks, Bonds, Commodities Stockcharts.com According to the issuer , IBIT enables investors to get exposure to Bitcoin through the convenience of an exchange-traded product, helping remove the operational, tax, and custody complexities of holding Bitcoin directly. IBIT is a large ETF, now with $53 billion in assets under management as of March 9, 2026. Its annual expense ratio is somewhat low at 25 basis points, while there is no trailing 12-month dividend yield . Given that there are no cash flows to shareholders, and volatility is high, this is an ideal asset to hold in a taxable brokerage account (and not a tax-sheltered vehicle like an IRA or brokerage 401(k) account). Share-price momentum is dreadful today, earning the product a poor F ETF Grade in that category by Seeking Alpha’s quantitative scoring system. I’ll note later, however, that both absolute and relative strength have improved in the last few weeks. Of course, with very high historical standard deviation metrics, the ETF Risk Grade is also poor. Many investors have questions about position sizing—I laid out last time that a 1-2% portfolio stake is appropriate, in my vi...