格隆汇3月6日｜欧洲央行行长拉加德：我们将根据数据逐次会议地决定货币政策，我们没有预设立场。

Stocks Tumble On Report US Plans Licenses For Global Chip Exports In addition to real war with Iran, Trump appears set to restart the simmering trade war with China. According to Bloomberg, US officials have written draft regulations that would restrict AI chip shipments to anywhere in the world without American approval, giving Washington broad control over whether other countries can build facilities for training and running artificial-intelligence models, and under what conditions. In other words, while Nvidia has long been the world’s AI kingmaker, now the Trump administration is considering taking a formal role in the industry that would include similarly sweeping powers. If the rule passes, companies would need to seek US permission for virtually all exports of AI accelerators from the likes of Nvidia and Advanced Micro Devices, which represents a global expansion of curbs that currently cover around 40 countries . According to the report, the specific approval process would depend on how much computing power a company wants. Shipments of up to 1,000 of Nvidia’s latest GB300 graphics processing units, or GPUs, would undergo a fairly simple review with certain exemption opportunities. Companies building bigger clusters would need pre-clearance before seeking export licenses. They could face conditions such as disclosing their business models or allowing the US government site visits, depending on the specifics of the data centers in question. For truly massive deployments - more than 200,000 of Nvidia’s GB300 GPUs owned by one company, in one country - the host government would have to get involved. For context, 200,000 GB300s is the number that NScale, a UK company that specializes in renting AI chips to third parties, is planning to provide to Microsoft Corp. across four sites in the US and Europe. The firm described this deal as “one of the largest AI infrastructure contracts ever signed.” The US would only approve such exports to allies that make stringent ...

Richard Drury/DigitalVision via Getty Images Reasons To Continue Buying SCHD Schwab US Dividend Equity ETF ( SCHD ) thrives in the current environment of mounting geopolitical uncertainty and increasing "AI bubble" fears. The ETF has delivered a total return of almost 16% since my previous bullish article in December, which was called "SCHD: What if AI Capex Returns Disappoint?." The Q4 earnings season revealed that investors are indeed becoming increasingly concerned about the ability of tech giants to maintain their historically strong returns after massive increases in capital spending. Most of the Magnificent 7 companies delivered impressive Q4 financial results, but none of them demonstrate strong share price performance in 2026 so far, with only Meta ( META ) delivering a modest positive YTD stock performance. The fact that big tech companies demonstrate weak share price momentum despite impressive earnings signals deteriorating sentiment around growth stocks. Seeking Alpha SCHD offers solid exposure to defensive sectors, which traditionally thrive when growth investors start getting nervous and reallocate their portfolios to increase defensive exposure. The weight of the technology sector in SCHD's portfolio is below 10%, which makes it a good play to protect portfolios against volatility in growth. Seeking Alpha - SCHD holdings breakdown Another big advantage of SCHD is its heavy Energy exposure. Escalating Gulf instability pushes oil prices up, which is a huge tailwind for upstream companies like Chevron ( CVX ) and ConocoPhillips ( COP ). Brent crude price increased by ( CO1:COM ) increased by 38% YTD because energy facilities of various oil-rich Middle East countries are under threat due to the increasing instability in the region even though they are not directly involved in this military operation. And it is not only about upstream operations of Middle East countries but about one of the world's major oil export routes - the Strait of Hormuz, via which ...

akinbostanci Artificial intelligence can “eliminate a huge percentage of knowledge work,” according to Howard Marks, co-chairman and co-founder of Oaktree Capital, who pointed to recent mass layoffs as evidence of the technology’s disruptive power. In an interview with CNBC, Marks referenced Block’s ( XYZ ) decision to let go of 4,000 employees—40% of a 10,000-person workforce—because “AI can do it better and cheaper and faster.” Marks shared that his perspective on AI shifted dramatically after a personal experience with the AI model Claude. His son and younger colleagues suggested he consult the technology for a tutorial, and what he received left him “blown away.” He now recommends that everyone “get personal with Claude” to understand its capabilities firsthand. The billionaire investor expressed concern about the pace of AI advancement relative to society’s ability to adapt. “One day, 4,000 people lose their jobs. It’ll probably take them on average six to 12 months to get a new job if they hopefully, they can,” Marks said. He warned that “AI moves faster than the ability of society to adjust to it. And that is a formula for disruption.” Despite the threat to most workers, Marks suggested that elite talent may retain an advantage. “I like to believe there are some things that the best of humans will be able to do better,” he said. “Not all humans, but hopefully the best.” He noted that AI’s capabilities are expanding daily, even to the point where OpenAI ( OPENAI ) has acknowledged that new models are now helping to build their successors. Marks cautioned against overconfidence in predicting AI’s ultimate impact, describing the current moment as “the first inning of a very long unpredictable game.” He emphasized the profound uncertainty ahead, stating, “If you think you know what’s going to happen, you don’t understand what’s going on. We don’t know what the rules are or have any idea how many innings there are in the game.” Artificial Intelligence/Robotics ETF...

US Reportedly Working On Draft Regulations For Power Over Nvidia, AMD Chip Exports Stocktwits

Aukidphumairichat/iStock via Getty Images Investment Outlook SPS Commerce ( SPSC ) recently reported its Q4 and annual 2025 financial results , with Q4 revenue missing but EPS beating consensus estimates. I previously analyzed SPSC in July 2024 with a Hold outlook due to revenue growth concerns. While revenue has been pressured by macroeconomic and tariff uncertainties, the stock appears reasonably valued, especially in light of what is likely to be a stronger second half of 2026. My outlook on SPSC is upgraded to a Buy at its current level of around $62 per share. SPS Commerce’s Market And Approach SPSC provides a cloud software platform primarily for retailers and their related supply chains. The firm seeks new clients and ecosystem partners through its direct, in-house efforts and through partner programs with retailers, distributors, grocers, and logistics companies. Approximately 90% of the company's revenue comes from recurring subscriptions, while the remaining comes from professional services and onboarding fees. Per a 2025 market research report by Grand View Research, the global supply chain management market was an estimated $25.7 billion in 2024 and is expected to exceed $48.5 billion by 2030, although the company's TAM is a subset of these total market figures. If accomplished, this growth would represent a CAGR of 11.4% from 2025 to 2030. The main drivers for the expected growth are a greater need for SCM solutions as global supply chains have experienced major pressures and change dynamics as a result of trade tensions, wars and the COVID-19 pandemic. The historical and forecasted trajectory of the worldwide supply chain management market growth from 2020 to 2030 is shown in the graphic below: Grand View Research Major industry players and competitors include: Epicor Software Oracle ( ORCL ) Manhattan Associates ( MANH ) E2open HighJump Infor IBM ( IBM ) JDA Software Group SAP ( SAP ) Kinaxis ( KXSCF ) Descartes Systems Group ( DSGX ) Others Recent Fi...

格隆汇3月6日｜据外媒报道，特朗普总统最新一轮全球进口商品关税面临着重大法律挑战。此前，最高法院于上月否决了他依据《国际紧急经济权力法》实施的大部分关税。纽约州和俄勒冈州的总检察长周四表示，由多个州组成的团体正计划就特朗普于2月24日生效的10%进口商品关税提起联合诉讼。特朗普的新关税依据的是《1974年贸易法》第122条。该法规此前从未被用于征收关税，但它允许总统为应对严重的“国际收支”赤字而实施临时性关税。各州总检察长表示，根据第122条的规定，特朗普为新关税提供的理由，即美国贸易逆差，是不恰当的。他们认为，美国不再存在国际收支问题，因为这类问题只可能发生在固定汇率体系下（如金本位制），而美国在几十年前就已抛弃了该体系。

Kroger’s stock stood out Thursday with healthy gains amid a broader stock market selloff, after the grocery giant reported quarterly profits that beat expectations and showed that it was earning more money on each dollar of sales.

Energy Expert Warns UBS Just How Many Weeks A Hormuz Shutdown Would Send Markets "Out Of Control" It is only the sixth day of Operation Epic Fury , and roughly the fourth or fifth day that commercial traffic through the Strait of Hormuz has been paralyzed ( except for one Chinese-linked bulk carrier ), whether by IRGC drone threats or by insurers suspending vessel coverage, and already energy economist Anas Alhajji warned on a webinar with top UBS analysts that " if this is going to last for four weeks, that's where things will be completely out of control ." Bhanu Baweja, Chief Strategist at UBS, asked Alhajji on the webinar: "How many days would the Strait of Hormuz need to remain shut for us to see a non-linear move in oil, with prices rising to $100 or $120 per barrel? Is there a timeline you can give us?" Alhajji responded, " Our main scenario is that if this lasts four weeks, things will be completely out of control . And when I say out of control, I mean that even if China starts releasing oil from its inventories, the problem is that my guess is China would also restrict exports, which means that oil would remain in China. We were counting on that oil being in the market, and now it is not going to be in the market." He continued, "The impact of the U.S. SPR is limited. Saudi Arabia is completely out of the picture. All of that spare capacity in OPEC is out of the picture. So what do we do? We are then left relying on demand destruction to curb prices. And because of the panic buying, prices would go above $100 easily in this scenario." Alhajji warned about panic hoarding in the oil market. He said he questioned back in January why the Trump administration was hoarding Venezuela's oil after the Maduro raid, instead of bringing it to market. Alhajji then emphasized, " I'm not talking about conspiracy theories . We were criticizing the Trump administration, companies, and trading houses that bought Venezuelan oil, and asking why they weren't able to sell it to...

Here are some of the stocks making the biggest moves in midday trading. Software stocks – The iShares Expanded Tech-Software Sector ETF (IGV) jumped more than 2% as investors snapped up shares of companies that were previously battered by artificial intelligence fears. Salesforce advanced 5%, while Microsoft and Oracle added 1% each. Expedia , Booking Holdings — The travel website operators were both higher. The Information reported that OpenAI is scaling back its plans for direct shopping within ChatGPT, allaying fears that booking sites were next in line for disruption. Expedia advanced nearly 11%, while Booking gained about 8%. United Airlines , Delta Air Lines — Shares of the air carriers tumbled 7% as oil prices resumed their ascent. Southwest Airlines shares were last down more than 6%. West Texas Intermediate crude oil futures surged more than 6%, topping $79 a barrel after Iran said it attacked a tanker. Jet fuel is a petroleum distillate. Victoria's Secret — The lingerie and clothing retailer slumped 15% after saying free cash flow in the year ending January 2027 would total $220 million to $250 million against analysts' consensus estimate of $301.9 million, according to FactSet data. Grocery Outlet Holding — The retailer plunged more than 23% after fourth quarter earnings per share and same-store sales, and full year revenue and EPS, all missed analyst estimates, according to FactSet. Grocery Outlet also said it would close 36 underperforming stores, and three Wall Street firms downgraded the stock in reaction. BJ's Wholesale Club — The warehouse giant shed nearly 4% after its full-year guidance fell short of expectations. BJ's Wholesale anticipates adjusted earnings between $4.40 per share and $4.60 per share, versus the $4.66 a share consensus estimate, per FactSet. Its fourth-quarter earnings and revenue, however, beat expectations. Trade Desk — Shares popped 19% following a report from The Information that said OpenAI had early talks with Trade Desk to...

Stocks making the biggest moves midday: Victoria’s Secret, United Airlines, Broadcom, Trade Desk, Okta & more CNBC

佐敦有私家車逃避警方截查，期間與4架車，包括一架警車相撞。警方拘捕涉事司機，並檢獲懷疑毒品。 私家車與四車相撞後橫跨兩條行車線。 現場消息指，警方昨晚十一時許在佐敦道準備截查涉事私家車期間，對方加速駛離，與一架警車、一架小巴及兩架私家車相撞。男司機棄車逃走，被尾隨警員制服。 警方在車上檢獲一批懷疑毒品，類型及數量有待點算。

No UK government ministers or officials will attend the Winter Paralympics opening and closing ceremonies after Russian and Belarusian athletes were invited to compete under their national flags. Six athletes from Russia and four from Belarus will be directly representing their countries - rather than competing as neutrals, as athletes did at last month's Winter Olympics. This will mark the first time a Russian flag has been flown at a Paralympic Games since Sochi 2014, with sanctions previously imposed firstly because of a state-sponsored doping programme, and then because of the 2022 invasion of Ukraine. Last year, the International Paralympic Committee (IPC) lifted its partial ban on athletes from the two countries competing at the Games. A government spokesperson said: "We strongly oppose the decision of the International Paralympic Committee to allow Russian and Belarusian athletes to compete under their own flags at the Milan-Cortina 2026 Paralympic Winter Games. "We have been clear that the Russian and Belarusian states should not be represented in international sport while the barbaric full-scale invasion of Ukraine is ongoing. "Therefore, no government ministers or officials will attend the opening or closing ceremonies of the Paralympics."

Distribution Solutions Group press release ( DSGR ): Q4 GAAP EPS of $0.18. Revenue of $481.6M (+0.2% Y/Y). More on Distribution Solutions Group Distribution Solutions Group, Inc. 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Distribution Solutions Group Historical earnings data for Distribution Solutions Group Financial information for Distribution Solutions Group

S&P 500 remains stuck in a range — despite the bears’ best efforts to swipe it down.

On February 17, 2026, Marathon Asset Management reported selling its entire stake in the iShares Ethereum Trust ETF (NASDAQ:ETHA) , an estimated $2.68 million transaction based on last-disclosed position values. According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Marathon Asset Management liquidated its entire position in iShares Ethereum Trust ETF (NASDAQ:ETHA) , selling 85,000 shares. The net position change was $2.68 million. Marathon reported zero shares held at quarter-end. The iShares Ethereum Trust ETF offers institutional and retail investors a regulated vehicle to gain exposure to ether price movements without the operational complexities of direct crypto ownership. With market capitalization of $6 billion and daily liquidity on the NASDAQ, the fund provides scale and accessibility in the digital asset investment space. Its structure and transparent holdings position it as a straightforward solution for those seeking to integrate ether exposure into diversified portfolios. Continue reading

hapabapa/iStock Editorial via Getty Images Zillow Group's ( Z ) ( ZG ) board has authorized an additional up to $1.25B stock repurchase program, the Seattle-based real estate service provider said on Thursday. Z shares were 2.29% higher at $46.87 around noon, while ZG was up 2.43% to $47.22. The company is set to buy back class A common stock or class C capital stock under the new program. Now, Zillow has about $1.3B capacity for future share repurchases. Under the new authorization, the company is set to purchase shares from time to time in the open market or through privately negotiated transactions, or in a manner deemed appropriate by management. More on Zillow Zillow Group, Inc. (ZG) Presents at Bernstein Insights: What's next in tech? - 4th Annual Tech, Media, Telecom Forum Transcript Zillow Group, Inc. 2025 Q4 - Results - Earnings Call Presentation Zillow: AI Isn't A Credible Threat So I'm Buying The Plunge Zillow expects 30% rentals revenue growth in 2026 while expanding nationwide rollout of Zillow Pro Zillow stock under pressure after soft EBITDA guidance, mixed Q4 results

After the joint US-Israeli attack on Iran, the country has responded with retaliatory attacks across the Middle East. The Guardian's defence editor Dan Sabbagh explains what military capabilities Iran has and how long it might be able to sustain the war Iran’s Shahed drones have brought terror to Ukrainian skies – now they are being deployed in the Middle East Continue reading...

特朗普要求立即赦免以色列总理 2026-03-06 01:51:14 来源： 同花顺7x24快讯 分享 据美国“阿克西奥斯新闻网(Axios)”报道，美国总统特朗普当地时间3月5日在接受电话采访时称，以色列总统赫尔佐格必须“今天”就赦免以色列总理内塔尼亚胡。他称赫尔佐格在过去一年里没有采取行动赦免内塔尼亚胡是“一种耻辱”。(CCTV国际时讯)

At least 13 hospitals and other health facilities have been hit during the US-Israel attacks on Iran, global health chiefs have said. The World Health Organization (WHO) said it was checking reports that four medics had been killed and 25 others injured. At least 1,230 people have been killed in Iran, more than 100 in Lebanon and 13 in Israel since the war began, according to official statements. Thousands more have been injured across the region. Six US troops have also been killed. The death toll includes dozens of schoolchildren killed in a strike on Shajareh Tayyebeh school in Minab, southern Iran on Saturday. The WHO warned that the conflict was jeopardising international humanitarian supply chains, and operations had been suspended at its global emergency logistics hub in Dubai. View image in fullscreen The aftermath of an Israeli and US strike on Gandhi hotel hospital in Tehran on 2 March. Photograph: Majid Asgaripour/Reuters At a briefing on Thursday, Tedros Adhanom Ghebreyesus, director general of WHO, said it had “verified 13 attacks on health care in Iran and one in Lebanon”. Ghebreyesus did not give further details, or attribute blame, but said: “Under international humanitarian law, healthcare must be protected and not attacked.” View image in fullscreen Inside the Gandhi hotel hospital, which was damaged on 1 March when a projectile struck a state TV communications tower and nearby buildings across the street. Photograph: Atta Kenare/AFP/Getty Images Dr Hanan Balkhy, WHO’s regional director for the eastern Mediterranean, told the same briefing that four ambulances in Iran had been affected and that hospitals and other health sites suffered minor damage due to strikes nearby, citing Iranian authorities. Hospitals and clinics in Lebanon have been forced to close because of evacuation orders, she said. WHO had previously said a hospital in Tehran, Iran’s capital, was evacuated after explosions nearby. In a letter to Ghebreyesus earlier this week, Iran’s a...

The Spell Of Woke Is Broke: Let's Keep It That Way Authored by Thomas F. Powers via American Greatness , It is too early to know with any precision what the long-term effects of the Trump administration’s anti-DEI efforts will be. We might take our bearings on that score by considering the fate of essays written by prominent law professors in the 1950s and 1960s touting this or that discrete step in the unfolding of the civil rights revolution—the latest Supreme Court decision, and so on—as if each were an all-or-nothing earth-shattering decision. What we can now say with certainty is that what the Trump administration has done on the DEI front represents the beginning of a general reorientation of our politics away from wokeness . One need only survey what prominent leaders of the Left are saying about the political price the Democratic Party has paid on that score. What they are saying indicates a large political change, even if the Dems prove incapable of unmooring themselves from woke politics for the near future. The first sign of this reorientation is a general shift in the popular mindset : the spell of woke politics has broken. This matters because it was always the way in which woke politics commanded assent in the citizens’ hearts and minds that was crucial. That assent has been questioned or denied now in a broad way, with the backing of public authority ( Supreme Court decisions , executive orders , agency directives ), and with widespread public support. Wokeness’s public hectoring, punitiveness, and censoriousness, and the extremism of many of its positions on the issues, is unpopular at the level of 70–30 or 80–20 opinion poll divides . We ought to be confident, therefore, that the broken spell of wokeness augurs a permanent shift in our public life. What that means precisely, however, depends very much on how we understand wokeness and what is done going forward to ensure that woke excess does not return. Now, if, as many say, wokeness was the produc...

Key Points Nvidia has been a dividend payer for over a decade. Chinese automaker BYD is now the world's No. 1 shipper of battery-electric vehicles. Meta Platforms distributed its first dividend payout in early 2024. 10 stocks we like better than Nvidia › The investing strategy of famous investor Cathie Wood and her Ark Invest exchange-traded funds (ETFs) centers around disruption and innovation. Ark states explicitly on its website that "Innovation should displace industry incumbents, increase efficiencies, and gain majority market share" -- hence the firm's approach. For the most part, such disruptive businesses plow their free cash flow back into keeping the innovation train running rather than funneling it toward shareholder remuneration. But even with Ark's emphasis on these types of companies, there are a few notable dividend payers scattered throughout its ETFs, among them Nvidia (NASDAQ: NVDA), BYD (OTC: BYDDY), and Meta Platforms (NASDAQ: META). 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. Nvidia Nvidia is a monster tech stock these days, mainly because it produces the advanced graphics processing units (GPUs) that are the "brains" of choice for handling artificial intelligence (AI) workloads. So it's a top pick for investors who are -- justifiably, in my opinion -- bullish on the technology's future. That said, expectations are sky-high for Nvidia these days, and it hasn't been easy for it to meet them. Following the company's latest earnings release, in which it reported that its fourth-quarter fiscal 2026 revenue had risen 73% year over year to a new record high, the stock actually sank. There are concerns in the market that the rapid rise of AI might not be a one-size-fits-all growth catalyst for every company involved in it. Nvidia's stock has also been on quite a tear over the ...

George Frey/Getty Images News Generac ( GNRC ) initially edged higher after it was disclosed that activist investor Third Point had accumulated a stake. Third Point disclosed the stake in a letter to investors that was viewed by Seeking Alpha. More on Generac Generac Holdings Inc. (GNRC) Q4 2025 Earnings Call Transcript Generac: Shares Power To 52-Week Highs After A Ho-Hum Q4 From Storms To Servers: Why Generac Holdings' Moment May Be Here Generac to acquire Enercon to expand data center and switchgear capabilities Generac outlines mid-teens sales growth for 2026 while targeting $1B+ domestic capacity for data center generators

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格隆汇3月6日｜法国总统马克龙：我敦促伊朗官员不要进一步将黎巴嫩卷入一场与他们无关的战争中。

Parichat Chaichakkham/iStock via Getty Images Key takeaways Potential to lock in yields Bond yields, though down from their highs, are still at attractive levels compared to the last 10 years, in our view. Investors can lock in these yields for years to come by investing in high grade bonds before interest rates come down further. Picking your spots We believe numerous important factors enhance the attractiveness of investment grade credit. We observe that yield spreads between Treasuries and non-Treasury sectors have been tight, which makes our credit underwriting and security selection even more important. Beating the crowd Investors have amassed large amounts in cash and money markets (Source: St. Louis Fed. Data as of 12/31/25). As US Federal Reserve (Fed) rate cutting resumes and interest rates fall, cash will likely move to risk assets, pushing bond prices up and yields down. Timing a move is hard, but for now, investors are in our view being paid to wait in fixed income. Investment objective The fund seeks total return, comprised of current income and capital appreciation. Fund facts Fund AUM ($M) 2,093.19 Portfolio managers Michael Hyman, Chuck Burge, Matthew Brill, Todd Schomberg Manager perspective and outlook Market sentiment during the quarter appeared mixed. The US unemployment rate rose and consumer spending growth appears to have slowed, both likely affected by the longest government shutdown in US history. Still, overall economic growth was buoyed by investment in artificial intelligence (AI) and related sectors. Corporate fundamentals remained firm following a strong earnings season and elevated capital market activity. However, a divergence of economic confidence between CEOs and consumers raised concerns about an economic divide between higher and lower income earners. AI “bubble” fears appeared to further dampen sentiment. A weakening labor market led the Fed to resume rate cuts, reducing the federal funds rate twice, for a target range of 3.50-3...