Amazon (AMZN) and USPS Agree New Package Deal With 20% Volume Cut CoinCentral

Amazon (AMZN) and USPS Agree New Package Deal With 20% Volume Cut coincentral.com

Amazon.com (NasdaqGS:AMZN) is facing increased shareholder pressure over the water usage and environmental impact of its expanding data center operations. A coalition of investors is pushing for greater transparency and stronger water conservation measures as Amazon scales infrastructure to support computing and AI workloads. Community resistance has already contributed to the cancellation of several multibillion dollar data center projects involving Amazon and its peers. The shareholder...

Anna Moneymaker/Getty Images News Markets are cautious as President Donald Trump's deadline for the opening of the Strait of Hormuz gets nearer. Trump said all of Iran could be "taken out in one night" if the deadline of 8 p.m. ET isn't met. Here is a summary of the president's deadlines and threats from The AP : An ultimatum about reopening the Strait of Hormuz On March 21, Trump posted on Truth Social that if Iran doesn't “FULLY OPEN, WITHOUT THREAT, the Strait of Hormuz, within 48 HOURS from this exact point in time, the United States of America will hit and obliterate their various POWER PLANTS.” Iran had until the evening of March 23. Then 12 hours before the deadline, Trump took to Truth Social to share the good news: that both countries had productive conversations toward concluding the conflict. “I HAVE INSTRUCTED THE DEPARTMENT OF WAR TO POSTPONE ANY AND ALL MILITARY STRIKES AGAINST IRANIAN POWER PLANTS AND ENERGY INFRASTRUCTURE FOR A FIVE DAY PERIOD,” he wrote, adding that was subject to the success of the discussions. That pushed the deadline out to the end of that week. A threat to target desalinization plants Before the deadline, on March 26, Trump doubled down on his threats on Truth Social: “They better get serious soon, before it is too late, because once that happens, there is NO TURNING BACK, and it won’t be pretty!” But later that day, he extended the deadline for another 10 days, to April 6 at 8 p.m., and said on Truth Social that negotiations were “going very well.” On March 30, Trump put out a mixed statement: celebrating progress in the talks with Iran while also expanding his threatened bombing if a deal wasn't “shortly reached,” adding that “it probably will be." “We will conclude our lovely ‘stay’ in Iran by blowing up and completely obliterating all of their Electric Generating Plants, Oil Wells and Kharg Island (and possibly all desalinization plants!),” he wrote. It's unclear how soon “shortly reached” meant for Trump, but a deal was not...

Google says it has updated Gemini to better direct users to get mental health resources during moments of crisis. The change comes as the tech giant faces a wrongful death lawsuit alleging its chatbot "coached" a man to die by suicide, the latest in a string of lawsuits alleging tangible harm from AI products. When a conversation indicates a user is in a potential crisis related to suicide or self-harm, Gemini already launches a "Help is available" module that directs users to mental health crisis resources , like a suicide hotline or crisis text line. Google says the update - really more of a redesign - will streamline this into a "one-touc … Read the full story at The Verge.

Bay FC forward Barry in for injured Freya Godfrey Lionesses face Spain and Iceland in qualifiers The Bay FC forward Keira Barry has received her first senior England call-up after being added to Sarina Wiegman’s squad for Women’s World Cup qualifiers against Spain and Iceland alongside the fit-again Chelsea full-back Niamh Charles. Their additions come after the London City Lionesses forward Freya Godfrey withdrew because of a shoulder injury. Barry, promoted for the Under-23s squad, is a product of Manchester United’s academy and also played for clubs including Crystal Palace and Sunderland before signing for Bay FC in February. Continue reading...

实际规模远大于披露。 银行“反向讨薪”力度正逐年加码。据第一财经不完全统计，截至2025年末，已有至少12家上市银行在年报中披露绩效薪酬追索扣回金额，合计近亿元。其中，中国银行以4717.82万元居首，渤海银行、浙商银行、中原银行三家追回金额均超千万元。从2022年仅3家银行披露，到如今覆盖国有大行、股份行、城商行乃至民营银行，“反向讨薪”正从个案走向常态。 与此同时，业内普遍认为，银行实际追索规模远大于公开数据。不少银行虽已执行薪酬追索扣回机制，但并未对外披露具体情况，呈现出“只做不说”的状态。 什么情况下员工会被追回绩效奖金？为何近年“反向讨薪”名单越来越长？第一财经记者就此进行了深入研究。 2025年银行“反向讨薪”近亿元 在“降薪”成为银行业关键词的大背景下，2025年上市银行年报中，“绩效薪酬追索扣回”一词高频出现。已发布年报的A股上市银行及在港上市的内地银行，几乎均提及该机制，覆盖国有大行、全国性股份行及城商行、农商行。 据第一财经不完全统计，截至目前，中国银行、建设银行、浙商银行、渤海银行、中原银行、瑞丰银行等12家银行披露了追索扣回金额，涉及金额接近亿元。 其中，中国银行金额居首。年报显示，2025年该行共计对4630人次执行追索扣回，金额合计4717.82万元，人均退薪约1万元。值得注意的是，中国银行已连续三年披露相关数据，且金额逐年上升：2023年追回2275万元，2024年追回3250万元，近三年累计追索扣回已超过1亿元。 此外，渤海银行、浙商银行、中原银行三家银行追回金额也均超千万元。渤海银行追索扣回816人次、金额1958万元；浙商银行追索扣回970人次、金额1368.73万元；中原银行追索扣回金额1357.15万元。华夏银行则追索扣回577人、总额985.03万元，距千万元规模仅一步之遥。 部分银行“反向讨薪”虽总体金额不高，但人均被追索金额却处于较高水平。以建设银行为例，2025年该行对总行管理干部及相当层级人员共追索17人次，涉及金额199万元，人均退薪超过11万元。 值得关注的是，“反向讨薪”已开始进一步下沉至部分地方性银行。虽然整体数额不大，但标志着这一机制正在向中小银行延伸。 例如，2025年，东莞农商行追索扣罚金额合计366万元，瑞丰银行追索扣回382.21万元，晋商银行追索扣回30人次、总金额约15.46万元。 事实上，银行...

Cybersecurity stocks have sold off this year alongside the rest of the software sector, but with artificial intelligence increasing the potential threats from bad actors, investors risk missing out on the burgeoning demand for their services. “Right now software investors are selling first and asking questions later, but I think we’ll look back and see this as a really interesting time to get into security,” said Manthan Shah , who helps oversee more than $7 billion as head of US investments at WestBridge Capital. “This is one of the top areas where we’re excited about the long-term potential.” Software stocks have seen widespread selling for months on concerns that offerings from AI companies like OpenAI or Anthropic will sap demand from legacy providers, eroding their growth and pricing power. The proliferation of so-called AI agents, designed to complete multi-step processes without human interference, has been a particular challenge for software-as-a-service stocks. Cybersecurity software makers have felt that pessimism. The Global X Cybersecurity ETF is down 15% in 2026 and recently closed at its lowest price since November 2023. While that’s better than the 31% plunge in an index dedicated to software-as-a-service, it’s still far worse than the 3.4% decline in the S&P 500 Index and the 4.2% drop in the technology-heavy Nasdaq 100 Index this year. But not all software is the same, and in the case of cybersecurity investors may be misreading the landscape. Those same AI agents that are expected to eat away at the business are also being used for nefarious purposes, a risk that’s likely to become more acute as AI models become more powerful. Hackers have already applied AI tools to breach more than 600 firewalls in dozens of countries, including Mexican government agencies . Given this threat, the thesis goes, greater AI adoption means customers will require more protection from cybersecurity software. “AI is also going to massively increase the surface area that...

日前，有消息称，今年清明节期间，宗馥莉主动邀请同父异母的弟弟妹妹宗继昌和宗婕莉见面，释放了一个“和解”的信号。消息还称，宗馥莉邀请弟妹二人共同收购上城文旅拥有的娃哈哈股份。此前，宗馥莉与宗继昌等人关系紧张。2025年7月，据媒体报道，宗继昌、宗婕莉和宗继盛在香港和杭州提起诉讼，以宗馥莉同父异母弟妹的身份，要求获得各价值7亿美元的信托基金权益。原告方称，这些基金是宗庆后生前承诺设立。宗庆后曾指示下属通过香港汇丰银行设立信托，该汇丰账户在2024年初的余额约为18亿美元。就此，一名知情人士告诉记者，该消息完全是不实消息，完全没有的事。他同时表示，此前宗继昌等人起诉宗馥莉一事也依然处于诉讼阶段。（经济参考报）

896线雷达的量产与快速上车，能否帮助华为在主激光雷达市场实现对禾赛的赶超？在三家企业各有优势的情况下，未来激光雷达市场将呈现怎样的竞争格局？这背后，是技术路线、客户结构与成本控制的多重博弈。 短短三年，中国车载激光雷达市场完成了一场彻底的洗牌。根据高工智能汽车研究院的数据，2022年车载激光雷达市场还是图达通、禾赛、Livox“三强争霸”的格局，彼时华为与速腾聚创合计份额不足3%。而到了2025年，禾赛、华为、速腾聚创三家合计占据前向主激光雷达市场92%的份额，形成了全新的“三国杀”格局。 新格局也并非完全稳固。为了抢占市场，三家企业竞相推出参数更高的产品：华为近日发布了双光路896线激光雷达，远超主流128线产品，为乘用车量产最高线数；禾赛科技和速腾聚创也不甘示弱，表示要将激光雷达带入“千线时代”。 896线雷达的量产与快速上车，能否帮助华为在主激光雷达市场实现对禾赛的赶超？在三家企业各有优势的情况下，未来激光雷达市场将呈现怎样的竞争格局？这背后，是技术路线、客户结构与成本控制的多重博弈。 格局巨变：从“旧三强”到“新三强” 根据高工智能汽车研究院的数据，在2022年前向主激光雷达供应商排名中，图达通与禾赛科技并列第一，市场份额均为36.2%；大疆旗下Livox以24.8%位列第三；速腾聚创仅占1.5%，华为仅为1.1%。 三年过去，榜单天翻地覆。2025年前向主激光雷达供应商排名为：禾赛科技第一（41%），华为第二（28.3%），速腾聚创第三（23.5%），三家合计市场份额达92.8%，形成新“三强”格局。不过若计入补盲雷达，根据盖世汽车研究院的统计，华为以41.5%的份额登顶，禾赛科技以33.8%的份额紧随其后，速腾聚创则以17%的份额位列第三，图达通的份额则跌至7.7%。 华为与速腾聚创的市场份额上升速度极快。其中，华为从1.1%飙升至28.3%，速腾聚创从1.5%攀升至23.5%，但增长逻辑各不相同。 华为的激光雷达装车量飙升，主要得益于鸿蒙智行生态车型的热销。2025年，鸿蒙智行全系交付新车58.91万辆，月度峰值突破8.96万辆。尤其是问界，2025年交付42.6万辆，稳居中国豪华品牌销量榜首。再加上HI模式合作车型外供的激光雷达，数量持续攀升。 速腾聚创则走了一条技术驱动的成本曲线。早在行业普遍依赖外购芯片时，速腾就组建了自研芯片团队，2022年研...

龙净环保公告，公司拟与亿纬锂能共同投资设立合资公司，共同投资建设60GWh大容量储能电池工厂。合资公司注册资本为人民币9亿元，亿纬锂能持股80%，龙净环保持股20%。后期注册资本金增加根据合资公司发展届时商议决定，双方根据股权比例等比例增加并实缴，龙净环保累计出资不超过人民币2.4亿元。

财联社4月7日讯（编辑 刘蕊） 美东时间周二，高盛表示，全球科技股（包括美国科技股在内）在经历了长时间的股价表现不佳之后，目前估值普遍看起来较为低廉，这为投资者提供了潜在的入场机会。 高盛在报告中称：“（截至今年为止），我们见证了过去50年中科技行业相对收益表现最差的一段时间。” 自2025年年初以来，持续出现了多重因素引发市场担忧情绪，导致全球整个科技板块的表现相对疲软，促使投资者转向价值型股票。 这些因素包括中国 人工智能 模型DeepSeek的发布、美国超大规模企业的大规模资本支出投入，以及人工智能驱动的软件行业变革等引发的市场担忧。 高盛认为，在投资者们担忧重重的同同时， 科技行业的增长势头实际上依旧强劲，而估值却处于低位 ——这就为投资者进入该行业提供了买入机会。 在美股市场内，超大型科技企业的估值溢价已经下降，并且现在与该行业其他中小型企业的估值溢价几乎相同；在全球范围内，信息技术（IT）行业的市盈率更是已经低于非必需消费品、必需消费品以及工业类行业的市盈率。 高盛表示：“科技板块表现不佳的情况也开始为投资者带来颇具吸引力的估值机会，因为其估值（相对于预期的普遍增长水平）已低于全球整体市场水平。” 另一个使科技行业更具吸引力的因素是 伊朗战争所带来的影响 。 随着伊朗战火打响，霍尔木兹海峡持续处于通行受阻状态，国际石油市场供应受到不小的冲击，令各大机构都在下调对于全球经济增长的预期。 高盛表示：“鉴于科技行业现金流对经济增长的敏感度相对较低，而且该行业在债券收益率出现任何上扬的情况下都能从中获益，因此在未来几个月内，该行业可能会表现得更具防御性。” 高盛还提到，尽管估值较低，但全球科技行业的盈利表现依然强劲。 高盛表示，在标普500指数的各个板块中，市场普遍预期信息技术板块每股盈利将增长44%。 高盛表示：“（科技行业）盈利的上涨幅度预期也超过了任何其他行业。这导致（科技股）股价表现与实际盈利增长之间的差距已经达到了 历史新高 。”

Narendra Modi, India's prime minister, center, greets Li Qiang, China's premier, right, ahead of a family photo at the BRICS Summit in Rio de Janeiro, Brazil, on Sunday, July 6, 2025. BRICS leaders will meet in Rio de Janeiro as they seek to strengthen political and economic ties, expand the bloc's influence on the global stage and stand up together against Donald Trump's trade war. Photographer: Dado Galdieri/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images As energy shocks from the Iran war underscore India's fossil‑fuel vulnerability , its companies are turning to China to explore tie-ups in the electric vehicle charging, battery solutions, and renewable energy space. For the first time in over five years, a delegation of Indian businesses visited China, according to Ranjeet Mehta, secretary general and CEO of Indian trade body PHD Chamber of Commerce & Industry. Between March 29 and April 4, eight Indian companies met Chinese firms from Shanghai, Zhejiang and Wuxi, Mehta told CNBC. "Energy security is extremely critical for our country," especially against the backdrop of the "problems" arising from the Middle East conflict, Mehta said. India, the world's third‑largest oil importer and second‑largest consumer of l iquefied petroleum gas, or LPG, is heavily dependent on supplies transiting the Strait of Hormuz. Rising energy costs and supply-chain disruptions pose a considerable downside risk to the world's fastest-growing major economy. Six of the eight companies are startups operating in EV charging, electric trucks, battery storage and energy trading, according to the industry body. China has developed advanced technology in renewable energy and electric vehicle charging, Mehta said, adding that "India needs those technologies." India aims for electric vehicles to make up 30% of total sales by 2030 , but adoption is being held back by inadequate charging infrastructure and persistent range anxiety. The Indian industry body plans to revisit China...

业内人士分析指出，投资收益中包含了债权资产重分类所释放的一次性浮盈，以及购入银行股以长股投确认的账面收益 北京朝阳，大家保险集团大厦。图：视觉中国 【财新网】 “2025年，大家保险通过动态优化资产配置，实现了投资收益的显著增长，全年综合收益率超过8%，位列行业中上游水平。”4月7日，大家保险集团在官网披露了2025年部分经营数据。 2025年受益于权益市场上涨，各家保险公司的综合投资收益率均有所提高。从公开信息来看，寿险公司综合投资收益率排名前三的为小康人寿（11.64%）、君龙人寿（9.85%）、安联人寿（8.06%）；财险公司综合投资收益率排名前三的为富邦财险（24.18%）、鑫安保险（10.51%）、北部湾保险（7.24%）。

西部矿业公告，自2026年4月8日起6个月内，一致行动人青海西矿资产拟通过上交所集中竞价增持公司股份1.1%-2%，即2621.3万股-4766万股，增持价格不设区间，资金来源为自有资金与专项贷款结合。目前西矿集团及其一致行动人合计持股7.37亿股，占30.93%，其中西矿资产持股1.78亿股，占7.46%。

The music giant behind acts such as Taylor Swift and Sabrina Carpenter gets an offer from Bill Ackman's Pershing Square.

黎明兴当选越南政府总理。 据新华社报道，越共中央总书记苏林7日当选越南国家主席，任期为2026年至2031年。同日，越共中央政治局委员、中央组织部部长黎明兴当选越南政府总理。 在前越共中央总书记阮富仲去世后，苏林于2024年8月当选越共中央总书记，此次同时兼任越南国家主席，在越南历史上并不多见。 2026年1月，苏林提出在2026年到2030年期间，力争要把越南年均经济增速提高到10%以上。在2024年就任后，苏林对越南进行了大刀阔斧的改革，以提高效率。如在2025年对越南行政区划进行大洗牌，将63个省级单位精简为34个，同时通过政府“瘦身”计划，裁减公务员。 上海国际问题研究院东南亚研究中心主任周士新向第一财经记者表示，在越南改革步伐加大之际，越南方面认为由苏林兼任国家主席会提高政府的效率，加快政策的推进。而新当选的越南总理黎明兴具有深厚的经济工作背景，也显示出越南在发展经济上的决心。 首要任务 据新华社报道，苏林在就职演说中说，作为越共中央总书记、国家主席，首要任务是维护和平稳定的环境，推动国家快速、可持续发展，提高人民生活的方方面面，让人民享有发展的所有成果，推动越南为地区和世界和平、稳定、发展及进步作出更大贡献。 在越南，以往越共中央总书记、越南国家主席、政府总理和国会主席是权力中枢的“四驾马车”。2025年9月，越共中央发布新规定，将中央书记处常务书记职务列入党和国家高层领导人行列，高层领导结构正式变为“五驾马车”，也被称为“越南五柱”。 苏林于1957年出生于越南北部兴安省，1974年进入越南人民保安学院学习，开启了长达50年的公安职业生涯。2016年，苏林出任越南公安部长，直至2024年5月当选国家主席。2024年8月，苏林当选越共中央总书记，2024年10月他辞去了兼任的国家主席一职。 据新华社报道，越南第十六届国会第一次会议6日在河内的国会大厦开幕，预计将于23日闭幕。越南国家选举委员会3月21日正式公布越南第十六届国会代表选举结果及500名当选代表名单，新一届国会代表任期至2031年。 此前，越南第十六届国会第一次会议已在6日投票表决，陈青敏当选越南国会主席。陈青敏2024年5月20日起任越南国会主席，此次获得连任。 越南经济 根据越南统计局4月4日公布的数据，2026年第一季度国内生产总值（GDP）增长率为7.83%，虽然高于去年同期，但环比去...

霍尼韦尔与初创公司奥德思航空（Odys）正在联合研发混合动力电动飞机 “莱拉”（Laila），用于在战场上拦截敌方无人机。 作者：史蒂夫・勒文 在国防支出激增的背景下，多家电动航空初创公司正竞相为美军研发作战飞行器，以期获得来自五角大楼及其他军方买家的数十亿美元订单。 如今，这场竞争再度升级。航空业巨头 霍尼韦尔 宇航公司正与合作伙伴开发一款 自主混合动力电动飞行器 ，旨在敌方无人机抵达目标前将其拦截。此举标志着这家年销售额达 170 亿美元的顶级国防承包商正式进入这一新兴领域。此前，该领域几乎由无甚营收的小型企业主导。 霍尼韦尔的合作伙伴是 奥德思航空（Odys Aviation） ，一家位于加州长滩的小型初创公司。与竞争对手大多开发短途飞行器不同，该公司专注于远程混合动力电动飞机。这款名为 “莱拉”（Laila） 的飞机可像直升机一样垂直起降，全程无人驾驶，航程达 450 英里（约 724 公里），续航时间最长可达 8 小时。 霍尼韦尔动力系统副总裁大卫・希利迪表示，如此航程与续航能力，使 “莱拉” 能够在敌方无人机起飞后不久就对其进行探测、跟踪与摧毁。目前，奥德思已在美国和阿曼完成了原型机试飞。 希利迪指出，美国目前主要使用昂贵的导弹来拦截诸如伊朗制造的廉价自杀式无人机，因为美军 尚无有效的空中反制系统 。伊朗已在波斯湾地区多次使用 “沙赫德”（Shahed）系列无人机发动 “蜂群” 攻击，俄罗斯也使用该机型的改装版袭击乌克兰。 通过瞄准军方客户，霍尼韦尔与奥德思反映出电动空中的士行业正加速从民用领域向军用领域扩张。多年来，怀疑论者一直质疑涌入电动垂直起降飞行器（eVTOL）领域的巨额投资是否值得。尽管乔比航空（Joby Aviation）、阿彻航空（Archer Aviation）和贝塔科技（Beta Technologies）等公司预测，城市中心与机场间的短途飞行将催生巨大的消费需求，但部分投资者仍怀疑市场需求能否增长到足以覆盖投入成本的规模。 而该行业向军用领域的大举进军，让 eVTOL 的商业前景变得更加可信。特朗普政府上周申请下一财年 1.5 万亿美元 国防预算，同比增幅约 42%。 霍尼韦尔、乔比、阿彻等主要电动航空企业均预计，五角大楼最快将于今年下半年下达大量混合动力电动飞行器订单，合同价值将达数十亿美元。 各方似乎都不愿坐等五角大楼正式发标：去...

President Donald Trump insisted that freedom of navigation through the Strait of Hormuz be part of any deal to end the Middle East war and escalated threats to obliterate key Iranian infrastructure if his terms aren’t met before a Tuesday deadline. Trump said the US military could destroy ''every bridge in Iran by 12 o’clock tomorrow night.” Power plants would be rendered “burning, exploding and never to be used again,” he said. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards and Guy Johnson. (Source: Bloomberg)

东瑞股份公告，2026年3月份，公司共销售生猪17.47万头，销售收入1.93亿元，环比下降2.69%；商品猪销售均价10.94元/公斤，环比下降11.09%。其中向全资子公司河源市东瑞肉类食品有限公司销售生猪0.67万头。

Key PointsBerkshire Hathaway is sitting on a $373 billion stockpile and has begun repurchasing its shares.

Investors are monitoring NVIDIA, Tesla, Rivian and NIKE, as these high-profile stocks face valuation and demand hurdles in the coming second quarter.

Turkish police killed two gunmen and wounded another in a shootout outside the Israeli consulate in Istanbul’s financial district on Tuesday, according to local media outlet NTV. At least two police officers were wounded in the clash, which lasted several minutes, NTV said. It was unclear whether the assailants, brandishing automatic assault rifles, were targeting the consulate, NTV said. Three gunmen, wearing black T-shirts and camouflage pants, were seen laying on the ground after the incident, NTV said. The clash occurred amid attacks by Israel and the US against Iran. Turkey has launched an investigation into the incident, Justice Minister Akin Gurlek said in a statement on X. There was no immediate claim of responsibility for the attack or an announcement from the Turkish authorities. Israel evacuated its diplomatic missions in Turkey more than a year ago.

当地时间今天（4月7日）13点20分，伊朗首都德黑兰再次遭袭，爆炸现场升起浓烟。截至目前，德黑兰当天已至少已经遭到三轮袭击。当天，伊朗政府发言人穆哈杰拉尼表示，截至目前伊朗已有 218个卫生单位遭到袭击，24名医护人员死亡。（CCTV国际时讯）

Luis Alvarez/DigitalVision via Getty Images In recent months, much ado has been made about the SaaSpocalypse —the structural correction that we've seen among many high-growth software companies. As AI tools have improved, the marginal cost of producing software has gone to nearly zero, and in a world where producing software has become easier and cheaper than ever before, software companies will need significant competitive moats in order to survive long-term. If a Fortune 500 company's IT department can build your product with relatively little time, money, and effort, it's unlikely that your annual recurring revenue will remain recurring. Many software companies have seen their stocks plunge as a result - some fairly and some (in my view) unfairly. I'd put ServiceNow ( NOW ) squarely in the latter camp. As a digital workflow automation platform, ServiceNow touches many aspects of modern businesses, acting as connective tissue between different key departments. With a huge data and workflow moat, I expect ServiceNow and its 'system of record' position will act as a platform for AI agents to work on top of , not instead of . As a result, shares at the current price look like a generational buying opportunity. I've covered the stock in the past - in October 2023 and more recently over the last six months. Shares are roughly flat since my first coverage and are down roughly 50% since my more recent coverage. I understand why the market has been selling these names, but I view NOW as a baby that has been completely thrown out with the bathwater. Today, I'll cover recent updates with the stock, highlight why ServiceNow's moat may be stronger than ever, and make the case that buying shares at the current price represents an unbelievable entry point. Sound good? Let's dive in. Financials It's important to clearly understand what ServiceNow does before we have any discussion of the numbers. As I mentioned, software names have recently sold off on the idea that the core val...

bombermoon/iStock via Getty Images Ubiquiti Inc. ( UI ) has continued to report fantastic earnings growth, enabled by successful product launches. The networking equipment company could face some short-term pressure from the FCC’s recent foreign Wi-Fi router ban, but ultimately, the growth story still stands strong. A high valuation continues to cause concern about Ubiquiti as an investment case, though, as fantastic market share gains are already priced in. I upgraded my rating to Hold in my previous August 2025 article on the stock, titled “ Ubiquiti: Weighing Growth, Tariffs, And Valuation After Blowout Q4.” The stock has since returned 66%, while the S&P 500 has returned just 2%. My Rating History on UI (Seeking Alpha) The FCC’s Foreign Router Ban May Impact Ubiquiti The FCC recently banned new foreign-made consumer-grade routers in the U.S. market, labeling them as a national security risk. The ruling could have significant implications for Ubiquiti as well; Ubiquiti may need to shift to U.S. manufacturing to produce a number of routers for the domestic market. The company has so far leveraged outsourced contract manufacturers primarily in Vietnam and China in the company’s supply chain. Changing to domestic contract manufacturers may take time, potentially causing hiccups in manufacturing. Domestic manufacturing will also likely come with higher costs than the typically very cheap manufacturing in the Asia Pacific region, pressuring margins. It remains to be seen how significantly Ubiquiti is impacted, though. Only consumer-grade routers primarily intended for residential use are affected by the ban, and while Ubiquiti clearly also sells routers to the consumer market, the company has a focus on small-to-medium businesses. The enterprise side of the business may not be impacted; the scope of the impact is uncertain for now. Companies can also apply for conditional approval for an exemption from the ban. Ultimately, I don’t believe the FCC’s ban will have a dra...

盛屯矿业公告，全资下属公司宏盛国际及Preeminence拟以3亿美元收购Nkoyi 50%股权，从而获得Nkoyi间接持有的特定铜钴矿采矿权30%权益。交易完成后，Nkoyi将成为盛屯矿业参股子公司，不纳入合并报表范围。本次交易不构成关联交易或重大资产重组，已获董事会审议通过，无需提交股东会审议。

Broadcom is gaining on news of its collaboration with Alphabet, while Humana, UnitedHealth, and CVS Health jump on a new Medicare pay proposal.

2026年4月7日，中国政府中东问题特使翟隽应约会见法国驻华大使白玉堂，双方就当前中东紧张局势交换意见。 白玉堂表示，法方对中东地区局势升级、战事对全球经济带来负面影响深表关切。中国和巴基斯坦关于恢复海湾和中东地区和平稳定的五点倡议同法方立场较为契合。法方愿同中方保持协调，推动地区恢复和平稳定。 翟隽表示，当前战事持续升级外溢，危及地区和平稳定，冲击全球经济、能源安全。中法同为联合国安理会常任理事国，应秉持公道正义，携手促和止战，推动地区紧张局势降温，支持当事方重回对话谈判的正确轨道。（央视）