Bloomberg’s Caroline Hyde and Ed Ludlow discuss the impact of the ongoing conflict in the Middle East. Plus, Oracle and OpenAI scrap plans to expand a flagship data center project in Texas. And, Anthropic sues the US Department of Defense after the government labeled the AI firm a supply chain risk. (Source: Bloomberg)

Razvan25/iStock via Getty Images Private equity firm Advent International is exploring a potential sale of its Ultra Maritime business that could value the naval defense company at more than £3 billion ($4 billion), Bloomberg News reported Monday, citing people familiar with the discussions. Advent has begun speaking with banks about a possible transaction and may launch a sale process in the coming months, the people said. The asset could draw interest from both defense contractors and private equity firms, with valuations based on projected earnings and comparisons with similar companies. The deliberations remain at an early stage and Advent has not yet committed to a formal sale process. The firm could ultimately decide to retain the business, the people said. A representative for Advent declined to comment, while Ultra Maritime did not immediately respond to requests for comment. Ultra Maritime specializes in technologies used in anti-submarine warfare, including sonar systems, sonobuoys and torpedo countermeasures designed to detect and counter underwater threats. The company provides equipment to naval forces in countries including the United States, Canada, the United Kingdom and Australia. Advent acquired the business as part of a broader effort to reshape defense assets purchased in recent years. The firm bought British aerospace and defense group Cobham in a £4 billion deal in 2020 and later acquired Ultra Electronics Holdings. Since then, Advent has sold off several divisions from those companies. In June, Advent agreed to sell Ultra PCS, a unit that produces systems used to release missiles from aircraft, to Eaton ( ETN ) for about $1.55 billion. A potential divestiture of Ultra Maritime comes as investor interest in defense companies rises amid growing geopolitical tensions. Governments across Europe have pledged significant spending increases to strengthen military capabilities and reduce reliance on U.S. defense suppliers. Naval security has also draw...

Many fintech stocks fizzled out over the past year amid macro uncertainties that drove investors away from the high-growth sector. But over the long term, the fintech sector should continue to flourish as more consumers shift all of their banking services online. Two companies that will profit from that secular expansion are Affirm (AFRM 1.66%) and Chime (CHYM +1.78%). Let's see what these two fintech companies do, and why they might turn a modest $500 investment into thousands of dollars over the next few years. Affirm's BNPL business is booming Affirm provides buy now, pay later (BNPL) services to younger and lower-income consumers who don't use credit cards. It splits these "microloans" into four or more recurring payments, and it doesn't charge any compound interest or hidden fees. Affirm is also an appealing platform for merchants, since its fees are generally lower than credit card swipe fees. Expand NASDAQ : AFRM Affirm Today's Change ( -1.66 %) $ -0.86 Current Price $ 50.84 Key Data Points Market Cap $17B Day's Range $ 49.19 - $ 51.36 52wk Range $ 30.90 - $ 100.00 Volume 220K Avg Vol 6.3M Gross Margin 76.58 % Affirm ended its latest quarter with 25.8 million active consumers, who made an average of 6.4 transactions each, and 478,000 active merchants. That's up from 21 million active consumers, 5.3 average transactions, and 337,000 active merchants a year earlier. From fiscal 2025 (which ended last June) to fiscal 2028, analysts expect its revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow at CAGRs of 26% and 132%, respectively, as the BNPL market expands. Yet with an enterprise value of $18 billion, it still looks like a bargain at 16 times this year's adjusted EBITDA. Chime is challenging conventional banks Chime's platform provides fee-free checking and savings accounts with overdraft protection, early pay features, and other financial services. It also issues a Visa (V 0.41%) debit card with fee-free acce...

Key Points Affirm’s BNPL services are still locking in more customers and merchants. Chime will continue to draw lower-income members away from conventional banks. 10 stocks we like better than Affirm › Many fintech stocks fizzled out over the past year amid macro uncertainties that drove investors away from the high-growth sector. But over the long term, the fintech sector should continue to flourish as more consumers shift all of their banking services online. Two companies that will profit from that secular expansion are Affirm (NASDAQ: AFRM) and Chime (NASDAQ: CHYM). Let's see what these two fintech companies do, and why they might turn a modest $500 investment into thousands of dollars over the next few years. 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 » Affirm's BNPL business is booming Affirm provides buy now, pay later (BNPL) services to younger and lower-income consumers who don't use credit cards. It splits these "microloans" into four or more recurring payments, and it doesn't charge any compound interest or hidden fees. Affirm is also an appealing platform for merchants, since its fees are generally lower than credit card swipe fees. Affirm ended its latest quarter with 25.8 million active consumers, who made an average of 6.4 transactions each, and 478,000 active merchants. That's up from 21 million active consumers, 5.3 average transactions, and 337,000 active merchants a year earlier. From fiscal 2025 (which ended last June) to fiscal 2028, analysts expect its revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow at CAGRs of 26% and 132%, respectively, as the BNPL market expands. Yet with an enterprise value of $18 billion, it still looks like a bargain at 16 times this year's adjusted EBITDA. Chime is challenging conventional banks...

Tech stocks rose late Monday afternoon with the State Street Technology Select Sector SPDR ETF (XLK) Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

格隆汇3月10日｜伊朗革命卫队顾问伊布拉欣·贾巴里准将：我们准备好与美国打十年的战争。至少十年。

Did you ever get the feeling that your portfolio can do better? There’s always room for improvement, and a handful of underappreciated dividend-paying exchange traded funds (ETFs) could get you closer to financial freedom. Sure, there are some very popular dividend ETFs to choose from, but this isn’t a popularity contest. You might actually find ... The Off-the-Radar Dividend ETFs Quietly Outperforming Everything in Your Portfolio

Ministers need to act more quickly to combat fast-changing threats from technology such as deepfakes, the technology secretary has said, as she warned about the risks women and girls face online. Liz Kendall said on Monday that technology was developing at such a pace that it was outstripping the government’s ability to regulate it, even suggesting there could be regular annual reviews of regulations as happens at the budget. The technology secretary was speaking to the Guardian after hosting a roundtable with tech companies including Meta, Snapchat, Reddit, Match Group, Google, TikTok and OnlyFans, during which she urged them to do more to tackle online misogyny. She said: “It took eight years for [the Online Safety] Act to come in, and the technology has developed so rapidly it hasn’t kept pace. Every year MPs have a finance bill to deal with the budget. In a world where technology is developing so quickly, we’ve got to be prepared to look at this much more, much more quickly. “As a government and as a parliament, we can’t have a situation where you only legislate once every eight years to deal with some of these issues, and that’s something I am acutely aware of.” Kendall recently launched a consultation into banning social media for under-16s, which is expected to report in the summer. She said on Monday that the government would seek to pass new laws after that consultation, though added this could be done without allowing MPs a chance to amend them. Campaigners for a ban believe Keir Starmer is likely to back their cause, but worry that ministers will implement a relatively weak ban that they will not be given a chance to strengthen in parliament. “They’ll get a vote in the Commons,” Kendall said, though added: “It could be secondary.” Unlike government bills, secondary legislation does not allow time for MPs to amend it. Kendall also recently announced that AI chatbots would be brought under the remit of the Online Safety Act so that companies could be penali...

Consumer stocks were higher late Monday afternoon, with the State Street Consumer Staples Select Sec Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

格隆汇3月10日｜伊朗媒体：伊朗总统在与土耳其总统埃尔多安的通话中表示，伊朗准备组建联合调查组，调查有关伊朗导弹袭击土耳其的“指控”。

NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Automation Stocks to Buy According to Analysts. NVIDIA Corporation (NVDA) is Investing $2 billion in Lumentum and Coherent, Reports WSJ On March 3, WSJ reported that NVIDIA Corporation (NASDAQ:NVDA) is investing $2 billion in both Lumentum and Coherent. The investment forms part of the agreements to aid in ramping up the advanced optics technologies for broader AI infrastructure. Each of the agreements consists of the multibillion-dollar purchase commitment from NVIDIA Corporation (NASDAQ:NVDA) as well as future capacity access rights for the advanced laser products. Furthermore, WSJ also noted that these investments are expected to help in R&D, and future capacity and operations, while the 2 companies establish the US manufacturing capabilities. In a separate release, Tigress Financial lifted its price objective on NVIDIA Corporation (NASDAQ:NVDA)'s stock to $360 from $350, while keeping a "Strong Buy" rating, as reported by The Fly. As per the firm, NVIDIA Corporation (NASDAQ:NVDA)'s strong market presence in the broader AI data center infrastructure has resulted in healthy growth in revenue, cash flow, and profitability. We recently covered that Baird raised its PT on NVIDIA Corporation (NASDAQ:NVDA), you can read that update here. While we acknowledge the potential of NVDA 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: 10 Best FMCG Stocks to Invest In According to Analysts and 11 Best Long-Term Tech Stocks to Buy According to Analysts. Disclosure: None. Follow Insider Monkey on Google News.

NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Automation Stocks to Buy According to Analysts. NVIDIA Corporation (NVDA) is Investing $2 billion in Lumentum and Coherent, Reports WSJ On March 3, WSJ reported that NVIDIA Corporation (NASDAQ:NVDA) is investing $2 billion in both Lumentum and Coherent. The investment forms part of the agreements to aid in ramping up the advanced optics technologies for broader AI infrastructure. Each of the agreements consists of the multibillion-dollar purchase commitment from NVIDIA Corporation (NASDAQ:NVDA) as well as future capacity access rights for the advanced laser products. Furthermore, WSJ also noted that these investments are expected to help in R&D, and future capacity and operations, while the 2 companies establish the US manufacturing capabilities. In a separate release, Tigress Financial lifted its price objective on NVIDIA Corporation (NASDAQ:NVDA)'s stock to $360 from $350, while keeping a "Strong Buy" rating, as reported by The Fly. As per the firm, NVIDIA Corporation (NASDAQ:NVDA)'s strong market presence in the broader AI data center infrastructure has resulted in healthy growth in revenue, cash flow, and profitability. We recently covered that Baird raised its PT on NVIDIA Corporation (NASDAQ:NVDA), you can read that update here. While we acknowledge the potential of NVDA 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: 10 Best FMCG Stocks to Invest In According to Analysts and 11 Best Long-Term Tech Stocks to Buy According to Analysts. Disclosure: None. Follow Insider Monkey on Google News.

Alphabet Inc. (NASDAQ:GOOGL) is one of the Best Automation Stocks to Buy According to Analysts. Alphabet Inc. (GOOGL): CVS Health To Roll Out AI-enabled Platform With Google Cloud On March 5, Reuters reported that CVS Health is expected to roll out an AI-enabled platform. This will be done in partnership with Alphabet Inc. (NASDAQ:GOOGL)'s Google Cloud unit, which will help collect data from diverse sources to support customers in managing health in real time. The partnership revolves around CVS Health's rollout of Health100, which is the health technology services subsidiary. Health100 will provide an integrated health care engagement platform for consumers. Health100 consumer engagement platform is expected to leverage built-in agentic AI in order to offer a real-time, omni-channel experience, and would be backed by Google Cloud's secure, enterprise-ready platform and AI technologies. These include Gemini models, Cloud Healthcare API, and BigQuery. In a different release, on February 13, TD Cowen maintained a “Buy” rating on the company’s stock with a price objective of $365. This was backed by a healthy growth throughout the autonomous vehicle unit Waymo. Alphabet Inc. (NASDAQ:GOOGL) is a technology conglomerate that provides AI, advertising, cloud, internet, and hardware solutions to users around the globe. Intrinsic is a software and AI robotics company at Alphabet Inc. (NASDAQ:GOOGL), developing a platform suitable for the next generation of intelligent automation. While we acknowledge the potential of GOOGL 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: 10 Best FMCG Stocks to Invest In According to Analysts and 11 Best Long-Term Tech Stocks to Buy According to Analysts. Disclosure: None. Foll...

Amazon.com, Inc. (NASDAQ:AMZN) is one of the Best Automation Stocks to Buy According to Analysts. BofA Maintains Buy on Amazon.com, Inc. (AMZN) Stock On March 4, Bank of America Securities analyst Justin Post maintained a "Buy" rating on Amazon.com, Inc. (NASDAQ:AMZN)'s stock, setting a price objective of $275.00. The analyst's rating is supported by the factors related to the ramp-up of AI-led growth at AWS as well as the improvement in capital returns. Post noted Anthropic's massive revenue ramp and increased usage of Claude models. This suggests that there is healthy, broad-based enterprise demand for advanced AI services, which are dependent on the hyperscale cloud infrastructure. If a significant part of Anthropic's expanding workloads and model-training spend goes via AWS, Amazon.com, Inc. (NASDAQ: AMZN)'s cloud revenue can witness a strong increase on a quarterly basis. On the related note, the analyst also noted the company's plans to enhance AWS power capacity. The incremental capex is expected to fetch attractive returns amidst scaling of AI demand, added Post. Amazon.com, Inc. (NASDAQ:AMZN) operates across e-commerce, digital content, advertising, and cloud computing. Amazon Business could support companies in streamlining procurement automation with tools, which can help efficient purchasing, improved spend management, etc. We recently covered that TD Cowen reaffirmed its Buy rating on the company's stock, you can read that update here. 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: 10 Best FMCG Stocks to Invest In According to Analysts and 11 Best Long-Term Tech Stocks to Buy According to Analysts. Disclosure: None. Follow Insider Monkey on Goo...

BofA Maintains Buy on Amazon.com, Inc. (AMZN) Stock Yahoo Finance

Gas prices haven’t shot up this fast since 2022 in the wake of Russia’s invasion of Ukraine

The current situation in energy markets — triggered by the war in Iran — would allow for the release of strategic oil reserves, according to European Union Economy Commissioner Valdis Dombrovskis . “The oil reserves are being held exactly for situations like this: if we are facing crisis, if we are facing disruptions of supply, that’s exactly where we can intervene,” he told reporters on Monday in Brussels. “We are not seeing any structural shortage of supply going forward, so from that point of view this intervention would be warranted.” He spoke after Group of Seven finance chiefs said they are ready to take any steps needed to support global energy supply, including releasing strategic oil reserves — although the group isn’t at the point of doing so yet. “As regards conditions to release stockpiles while in the G-7 call, we didn’t have detailed discussions on specific conditions,” Dombrovskis said. “We broadly agreed that in a situation like this, we are facing disruptions, we stand ready to release.” He added that G-7 energy ministers will be revisiting the topic on Tuesday. G-7 Ready to Release Oil Stocks If Needed But ‘Not There Yet’ Iran War Is Yet Another Blow to Europe’s Industrial Backbone European Rate Bets Scrambled as Oil Volatility Grips Markets

Small-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names. But with less stability and fewer resources than their bigger counterparts, these companies face steeper challenges in scaling their businesses. The high-risk, high-reward nature of the Russell 2000 makes stock selection critical, and we’re here to guide you toward the right ones. Keeping that in mind, here are three Russell 2000 stocks to avoid and better alternatives to consider. Bandwidth (BAND) Market Cap: $519.5 million Powering communications for tech giants like Microsoft, Google, and Zoom, Bandwidth (NASDAQ:BAND) provides cloud-based communications software and APIs that enable businesses to embed voice, messaging, and emergency services into their applications and platforms. Why Does BAND Worry Us? 12% annual revenue growth over the last two years was slower than its software peers Sky-high servicing costs result in an inferior gross margin of 39.1% that must be offset through increased usage Operating margin was unchanged over the last year, suggesting it failed to gain leverage on its fixed costs Bandwidth is trading at $16.56 per share, or 0.6x forward price-to-sales. To fully understand why you should be careful with BAND, check out our full research report (it’s free). S&T Bancorp (STBA) Market Cap: $1.49 billion Tracing its roots back to 1902 in western Pennsylvania's industrial heartland, S&T Bancorp (NASDAQ:STBA) is a Pennsylvania-based bank holding company that provides retail and commercial banking services, cash management, trust services, and investment advisory solutions. Why Do We Think Twice About STBA? Muted 7% annual net interest income growth over the last five years shows its demand lagged behind its banking peers Forecasted net interest income decline of 5.3% for the upcoming 12 months implies demand will fall off a cliff Sales over the last two years were less profitable as its earnings per share fell by 3.3% annually wh...

标普500指数周一抹去跌幅，转而上涨，涨幅一度达1%，此前美国总统唐纳德·特朗普在接受哥伦比亚广播公司（CBS）采访时称伊朗战争可能很快就会结束，并表示美国正在考虑接管霍尔木兹海峡。 周一上午，该美股基准指数一度下跌1.5%。 纽约时间下午3点18分，该指数由下跌转为上涨。 责任编辑：丁文武

umesh negi/iStock via Getty Images The U.S. dollar remains weak. At least that is what it looks like. The following picture is certainly not the narrative of a currency getting stronger. Nominal U.S. Dollar (Federal Reserve) This picture is taken from the start of the current Trump Administration. Basically, it's a downward journey. The latest downward movement, shown at the right-hand edge of the chart, has come with the start of the "war" in Iran. To put this chart in perspective...let's add some more time onto the start of the chart. Let's begin at the beginning of January in 2023. Nominal U.S. Dollar (Federal Reserve) In the second half of the Biden Administration, the value of the U.S. dollar climbed from just below 120.0 and reached a peak around 130.0, just before the inauguration of President Trump. Trump came into office talking about a "weak" U.S. dollar. It looks like he got what he wanted. And, right now, I would argue that, given the current circumstances and given the current efforts by Trump to promote the "war" and to continue to push his economic policies, the value of the U.S. dollar will continue to decline. To me, these results follow from a "weak" economic program. That is, the investment community is voting on the Trump program and is giving it a "thumbs down." The investment community is not looking with favor on the consequences of the Trump economic program. The value of the U.S. dollar has declined...and is declining. U.S, Dollars to Euro (Federal Reserve) Looking at a specific market...looking at the exchange rate of U.S. dollars for Euros...we get the same picture that we obtained when we looked at a dollar index. The value of the Euro has dropped from about $1.03 in January 2025 to just below $1.20, where it rests now. (The value of the U.S. dollar falls as the Euro/dollar exchange rate rises.) This certainty represents a movement away from the U.S. dollar. Market participants are getting rid of U.S. dollars in the current environment an...

Rasi Bhadramani/iStock via Getty Images The last time I spoke about Ocugen ( OCGN ) it was with respect to a S eeking Alpha article entitled " Ocugen: Maintaining 'Buy' Rating On Positive OCU410 ST Regulatory Developments ". The reason why was because the company received alignment at that time with the FDA and EMA that a single U.S. trial would be enough to support both a Biologics License Application [BLA] and a marketing authorization application [MAA] of OCU410ST for the treatment of patients with Stargardt Disease [ST]. As an update, this program is coming along well with the pivotal phase 2/3 confirmatory study expected to have an interim data release in Q3 of 2026. This is to be followed by topline data from this study expected in Q2 of 2027. That's the positive, and this program was one reason why I had a "Buy" rating on this stock. However, today I'm going to downgrade this stock to a "Hold" rating. Why would I do this? I believe that it still has a good shot at succeeding with the ST treatment program, plus the other late-stage program dealing with the use of OCU400 for the treatment of patients with Retinitis Pigmentosa [RP]. Speaking of which, topline data from the ongoing phase 3 liMeliGhT trial for this program is expected in Q1 of 2027. While this is all positive, there was some data released from the phase 2 ArMaDa trial using OCU410 [AAV5-RORA] as a novel gene therapy for the treatment of patients with geographic atrophy [GA] secondary to dry age-related macular degeneration [dAMD]. It's not that there wasn't a good outcome, as there was, because it was noted from preliminary data that patients who took both doses of OCU410 achieved a 46% reduction of lesion growth versus control. However, two items come into question with this data release. One is that the sample size for the study was small. Secondly, there was no dose-dependent response for the patients who took OCU410. That is, the higher dose didn't do better than the medium dose. With the lack...

The Dow Jones index came off lows on the stock market today. Oil prices surged on the U.S.-Iran war. Nvidia outperformed and Hims popped.

Alger Executive Vice President and Portfolio Manager Ankur Crawford discusses an insatiable demand for AI computing, gold, and a "directionless" and "choppy" market. She talks with Romaine Bostick and Katie Greifeld on "The Close." (Source: Bloomberg)

Key Points RiverNorth Capital Management added 1,197,230 shares in Cohen & Steers Infrastructure Fund Quarter-end UTF position value increased by $28.87 million, reflecting both new shares and price effects This represented a 1.36% change in reportable AUM Fund held 1,197,230 shares of UTF, valued at $28.87 million as of year-end New UTF stake places it outside the fund's top five holdings 10 stocks we like better than Cohen & Steers Infrastructure Fund › What happened According to a February 17, 2026, SEC filing, RiverNorth Capital Management, LLC established a new position in Cohen & Steers Infrastructure Fund (NYSE:UTF), by acquiring 1,197,230 shares during the fourth quarter of 2025. The quarter-end value of the UTF stake likewise stood at $28.87 million. What else to know This was a new position, representing 1.36% of the fund’s $2.12 billion reportable assets under management at year-end. Top five holdings after the filing: NYSE:VKQ: $55.67 million (2.6% of AUM) NYSE:PDI: $49.97 million (2.4% of AUM) NYSE:MHD: $48.98 million (2.3% of AUM) NYSE:MYD: $48.31 million (2.3% of AUM) NYSE:BLE: $41.19 million (2.0% of AUM) As of February 17, 2026, shares of UTF were priced at $26.68, up 17.1% over the past year, with a one-year alpha of 5.2 percentage points versus the S&P 500. The position’s dividend yield stood at 7.0% as of February 18, 2026, and shares were 2.1% below their 52-week high. Company Overview Metric Value Market Capitalization $2.53 billion Revenue (TTM) $138.64 million Net Income (TTM) $274.27 million Dividend Yield 7.1 % Company Snapshot Cohen & Steers Infrastructure Fund, Inc. is a closed-end fund specializing in listed infrastructure equities, managed by Cohen & Steers Capital Management. The fund leverages fundamental analysis to select value-oriented infrastructure stocks, aiming to deliver both income and capital growth. Cohen & Steers Infrastructure Fund, Inc invests primarily in public equities of infrastructure companies, focusing on value st...

Mark Renders/Getty Images News ArcelorMittal ( MT ) turns positive late in Monday's trading after declining as much as 6.5% earlier, as J.P. Morgan analysts said European mining and steel companies could suffer as the Middle East conflict dampens the continent's growth outlook and threatens to push interest rates higher. As a result, J.P. Morgan's Dominic O'Kane downgraded ArcelorMittal ( MT ), Anglo American ( AAUKF ) ( NGLOY ), and Lundin Mining ( LUNMF ) to Underweight from Neutral, as well as Rio Tinto ( RIO ) and Antofagasta ( ANFGF ) to Neutral from Overweight. O'Kane said the Middle East war will cause similar consequences to those that followed Russia's invasion of Ukraine in 2022, which triggered a ~40% fall for European Metals & Mining equities in 2022, adding that metal prices are disproportionately hurt by knocks to global growth, a risk he said is not properly reflected in the sector's stock prices. According to 'O'Kane, events in the Middle East introduce similar risks that are not adequately discounted into industrial metals prices that are mostly unchanged since the start of the conflict but are high beta expressions of global growth, and European mining and steel equities forecast another 10%-plus downside risk, despite the sector being MSCI Europe's weakest last week. O'Kane and his team said they are reversing their previously positive view on EMEA Mining & Steel and have turned negative, also introducing a downside scenario for copper and iron ore at $9,500/ton and $90/ton, respectively, as the new base case for 2026-27. More on ArcelorMittal and Lundin Mining ArcelorMittal: Outperformance Confirmed 2025, 2026E Is Coming (Rating Downgrade) Lundin Mining Q4 2025 Earnings Call Presentation Lundin Mining: A Long Transition From Solid Producer To A Generational Copper Firm

Robert Way/iStock Editorial via Getty Images AT&T Vs. TMUS Stocks: Previous Thesis And New Catalysts My last analysis on AT&T Inc. (NYSE: T ) was published on Jan 23 under the title of “AT&T Q4 Earnings Preview: Absurd Combination Of 4.7% Yield And 4.4x P/Cash Ratio.” The article served as a preview for T’s FQ4 earnings report (ER) and rated it as a buy. As for T-Mobile US, Inc. (NASDAQ: TMUS ), my last analysis dates further back to July 11, 2025. That article was titled "T-Mobile Q2: High Volatility Points To An Option Play (Technical Analysis)” and rated the stock as a sell. Since then, the performance of both stocks has indeed shown a sizable divergence, as shown in the chart below. Seeking Alpha Besides the price changes, there have also been a few fundamental developments worth noting. In the remainder of this article, I will focus on the latest developments of their fiber business as updated in their FQ4 ERs released recently. My central thesis of this comparative analysis is to argue that AT&T's outperformance over TMUS is very likely to continue or even widen in 2026, judging by what I saw in their FQ4 updates. The top factors on my list that could keep catalyzing T’s outperformance include its disciplined approach to fiber expansion, stronger balance sheet and free cash flow to support further buildout, and also more attractive valuation, all detailed next. AT&T Vs. TMUS Stocks: Fiber In Focus Before diving in, let me first address a more general issue. Some readers may be wondering why, out of all their operating segments, I only wanted to focus on the fiber business in this article. My answer is quite simple. While other segments (notably wireless) are also major revenue contributors at this point for both businesses, fiber holds the most importance for their future growth because it holds a pivotal importance for them to transform their business model from a commodity-like provider into a high-margin connectivity ecosystem. Unlike wireless (which is app...

The Trump administration agreed to stop pursuing a breakup of Live Nation and Ticketmaster as part of a settlement that blindsided state attorneys general in the middle of a trial. Attorneys general from 27 states and the District of Columbia are continuing to pursue the case without the US government, at least for now. The US Department of Justice and most US states sued Live Nation and its Ticketmaster subsidiary in 2024, during the Biden administration. The lawsuit alleged that Live Nation has a monopoly on "the delivery of nearly all live music in America today," and asked a federal court to order the divestiture of Ticketmaster. The case went to trial, and testimony began last week in US District Court for the Southern District of New York. But the US and Live Nation informed the court of a proposed settlement on March 8, taking state attorneys general by surprise. The judge presiding over the case reportedly said in court today that the way the settlement was announced "is absolutely unacceptable." Read full article Comments

格隆汇3月10日｜当地时间3月9日，俄罗斯总统助理乌沙科夫表示，俄罗斯总统普京与美国总统特朗普当天进行了通话。乌沙科夫表示，通话是应美方提议进行的，持续大约一小时，通话是务实、坦诚和具有建设性的。双方通话重点是与伊朗相关的中东地区形势和乌克兰问题的谈判进程。就伊朗局势，双方进行了具体和有益的沟通，普京呼吁尽快回到政治和外交途径调解冲突。就乌克兰问题，普京表示，俄罗斯武装力量在特别军事行动中推进顺利，这应促进乌方加快调解进程。特朗普再次表示，希望冲突方尽快停火，美方有意长期参与调解乌克兰问题。乌沙科夫还表示，两国总统还讨论了包括委内瑞拉局势在内的相关问题，双方还表达了保持经常性沟通的意愿。

adventtr UK-based prediction market, Smarkets, is planning to enter the U.S. market, having filed for a license with the U.S. Commodity Futures Trading Commission. The filing opens two parallel regulatory tracks: a federal route through the CFTC for its core exchange platform, and state-by-state sportsbook licensing for its SBK product, according to the statement released by Smarkets on Monday. The Susquehanna-backed trading giant said it is bringing a different model to America - one where prices are set by participants, not the house. Smarkets processes ~$3B in annual traded volume. "The U.S. market is currently in a race against time to figure out how to regulate the predictions market," said CEO Jason Trost. "We believe now is the time to enter the U.S. market and bring the learnings that have made us successful in the U.K., working with regulators, not around them." More on Prediction Market Cboe to introduce prediction markets framework beyond yes/no contracts Kalshi partners with Brazil's XP in initial international expansion - report

3月9日，伊朗最高国家安全委员会秘书拉里贾尼在社交媒体上针对法国总统马克龙涉霍尔木兹海峡的言论评论说，“在美国和以色列点燃的战火中，霍尔木兹海峡的任何安全都不太可能实现，尤其在某些方面还在助长这场战争升级的情况下。”马克龙当天早些时候表示，法国及其盟友准备开展一项“防御性”海军行动，旨在恢复霍尔木兹海峡正常通航。伊朗伊斯兰革命卫队高级军官日前表示，伊朗“并未关闭”霍尔木兹海峡，但任何属于美国或以色列的船只都将成为打击目标。 (CCTV国际时讯)