Dragon Claws/iStock via Getty Images Introduction The last few years have not been kind to many companies due to inflation placing downward pressure on them. Especially, those with international operations. LyondellBasell Industries ( LYB ), a chemical company with a long history dating back to the 1950s, has been no exception, as they have been impacted by lower demand, suppressed margins, and global trade disruption. Last month, the company reduced its dividend by nearly half, something I cautioned investors about in an article six months prior. Since then, the stock has performed well, likely as the dividend cut set them up for sustainable long-term growth. As a dividend-focused investor, I never like to see any of my holdings cut their dividends, but understand it can be bullish going forward. In this article, I discuss LYB's latest earnings, fundamentals, and why the dividend cut could potentially set the company up for a bright future. Previous Hold Thesis I last covered LyondellBasell in an article back in December titled: The Market Seems Skeptical Of The Near 13% Yield . During their Q3, LYB saw their top & bottom lines decline double digits from the prior year. As a result, their price was down, pushing the dividend yield close to 13%. This signaled elevated risks. And as a result, I cautioned investors that a dividend reduction was highly probable. I also mentioned to wait for sequential improvements despite the tempting yield. Since then, the stock has surprisingly performed well, up more than 54%. The S&P ( SP500 ) is down close to 2%, signaling the market could have already been pricing in a dividend cut. Seeking Alpha Modest Improvements LyondellBasell reported their Q4 earnings at the end of January and showed modest improvements despite a miss and negative bottom line. EPS amounted to -$0.26, missing estimates by a sizable $0.51, while revenue managed to beat by $270 million. This amounted to $7.09 billion. Both were down sizably from the prior year...

digitalhallway/E+ via Getty Images The Undercovered Dozen is a weekly Seeking Alpha editor-curated series highlighting 12 articles on lesser-covered stocks from the previous seven days. We hope this provides ideas and inspires discussion among the community. Today, we're looking at articles published between Feb. 27 and March 5. Take a look at what these less-covered stocks might hold for you. And please join the conversation below to share what you think: Are any of these worth following up on? And are there other undercovered ideas that you like? Willdan Group: Bull Trap Plays Out - Data Center Backlog At Higher Margins Juxtaposed Ideas | Buy I previously covered Willdan Group, Inc. ( WLDN ) in January 2026, discussing how the company had benefitted from the ongoing AI/data center boom, as observed in the robust demand for its consultancy services and the strong margin expansion. Despite this, I had believed that there was a minimal margin of safety from the pulled-forward upside potential, the premium valuations, the ongoing equity dilution, and the elevated short interest ratio - resulting in my Hold rating then. In this article, I shall discuss why I am cautiously upgrading the WLDN stock as a Buy upon the materialization of a double bottom, thanks to the improved margin of safety/the cheaper valuations from the prior bull trap. This is significantly aided by the profitable growth prospects during the multi-year cloud supercycle, the growing commercial backlog through 2028, and the healthy balance sheet/the rich free cash flow generation allowing them to drive further organic/M&A growth opportunities in FY2026. Read more here. LandBridge: I'm Betting My Reputation On This One Leo Nelissen | Strong Buy If you have been a regular reader of mine for more than a couple of weeks, it may not come as a surprise when I say that I’m extremely bullish on LandBridge ( LB ) and Texas Pacific Land ( TPL ), which are the only stock-listed companies with substantial oil and g...

MicroStockHub/iStock via Getty Images It pays to have a defensively positioned portfolio, as downside protection matters more than upside potential in trying times. With the price of oil surging higher, sectors of the economy will be affected by cost inflation. As such, conservative investors may want to shelter capital into names with durable brands and/or regulated cash flows that support growing shareholder wealth. This brings me to Alliant Energy ( LNT ), which I last covered back in March 2023, highlighting its favorable regulatory jurisdictions, attractive valuation, and solid outlook. LNT has since gone on to produce a stellar 58% total return over the past 3-year period. In this article, I revisit LNT, including recent business results , and discuss why it continues to make sense for income and long-term value, so let’s get started! Why LNT? Alliant Energy Corporation is a regulated electric and natural gas utility that serves 1 million electricity and over 400K gas customers across Iowa and Wisconsin. It’s a member of the S&P 500 ( SPY ) and has a diversified generation portfolio that includes renewable energy and coal and natural gas. In recent years, LNT has been focused on modernizing its grid and expanding generation capacity. As shown below, LNT’s capital projects are well balanced between natural gas, which is far cleaner than coal, energy storage and renewables, and electric & gas distribution. Investor Presentation LNT delivered solid growth during Q4 2025, with ongoing EPS rising by 6% YoY. This sits within the company’s target growth range of 5% to 7% and is in line with its 6.3% EPS CAGR over the past decade. LNT’s growth last year was driven by higher revenue requirements tied to increased rate base investments, particularly in new generation and energy storage projects. Favorable weather conditions with cooler than expected temperatures also helped the results. Electric sales volumes rose by 1% YoY, excluding temperature effects, supported by g...

TEL AVIV, March 09, 2026 (GLOBE NEWSWIRE) -- Nasus Pharma Ltd. (NYSE: NSRX) ("Nasus Pharma" or the "Company"), a clinical-stage pharmaceutical company focused on the development of innovative intranasal products to treat emergency medical conditions, today announced that Company management will participate and present at the upcoming virtual Life Sciences Investor Forum, hosted by VirtualInvestorConferences.com during March 11-12, 2026. Presentation details Date and time: March 11, 2026, 12:30 p.m. ET Location: Virtual (Register HERE: https://www.virtualinvestorconferences.com/wcc/eh/4814904/lp/5270561/nasus-pharma-ltd-nyse-nsrx) Format: Company presentation Speaker: Dan Teleman, Chief Executive Officer Nasus management will be available for one-on-one meetings during the conference. Interested parties should contact their conference representative to arrange a meeting. About Nasus Pharma Nasus Pharma is a clinical-stage pharmaceutical company developing a number of intranasal powder products addressing acute medical conditions in the community. NS002, Nasus’ intranasal powder Epinephrine product candidate is being developed as a needle-free alternative to Epinephrine autoinjectors for patients with anaphylaxis. Intranasal administration is most suitable for those situations in which rapid drug delivery is required and offers needle-free, easy-to-use alternatives. Nasus’ proprietary powder-based intranasal (“PBI”) technology is designed for rapid and reliable drug delivery, leveraging the nasal cavity’s rich vascular network for quick absorption. The PBI formulation uses uniform spherical powder particles for broad dispersion and potentially faster, higher absorption compared to liquid-based nasal products. For further information about the Company, please visit www.nasuspharma.com or follow on Twitter (X) or LinkedIn. Company Contact Nasus Pharma Ltd. info@nasuspharma.com Investor Contact Mike Moyer LifeSci Advisors +1-617-308-4306 mmoyer@lifesciadvisors.com

ANDOVER, Mass., March 09, 2026 (GLOBE NEWSWIRE) -- Byrna Technologies Inc. (“Byrna” or the “Company”) (Nasdaq: BYRN), a personal defense technology company specializing in the development, manufacture, and sale of innovative less-lethal personal security solutions, today announced select preliminary financial results for the fiscal first quarter ended February 28, 2026. Preliminary First Quarter Results Based on preliminary unaudited results, Byrna expects total revenue for the fiscal first quarter of 2026 to be approximately $29.0 million, an increase of 11% compared to $26.2 million in the fiscal first quarter of 2025. The Company also ended the quarter with approximately $1.1 million in backlog, slightly above typical first-quarter levels due to shipment timing at quarter-end. First quarter revenue reflects the typical post-holiday seasonal moderation following Byrna’s strong holiday-driven fourth quarter. During the quarter, Byrna continued to generate sales across its multiple distribution channels, including its direct-to-consumer platform and expanding retail footprint, as the Company continues to broaden its omnichannel distribution strategy. Management Commentary Conn Davis, who was appointed Chief Executive Officer on March 3, 2026, stated, “Our first quarter results reflect Byrna’s typical post-holiday seasonal pattern while continuing to demonstrate year-over-year growth. Byrna’s mission is grounded in providing personal safety solutions that help people protect themselves while reducing the likelihood of lethal outcomes. As awareness of effective less-lethal options continues to grow, Byrna remains focused on advancing the category through innovative and highly effective solutions. I am excited to build on the strong foundation established by Bryan Ganz and the team as we continue to expand awareness of both the category and the Byrna brand, supported by continued expansion in retail distribution, a growing product portfolio, continued operational scale...

Dog Haus’ new franchisee deals “mutually align incentives” between the brand and its operators, CEO Michael Montagano tells Bloomberg Intelligence. In this episode of the Choppin’ It Up podcast, Montagano sits down with BI’s senior restaurant and foodservice analyst Michael Halen to discuss how the company signed development agreements for 1,500 stores by offering partners a 20% equity stake, board representation and senior management roles. He also highlights the chain’s focus on quality protei

"The industrial sector needs physically accurate simulation to bridge the gap between virtual training and the real-world deployment of AI-driven robotics at scale," said Deepu Talla, vice president of robotics and edge AI at NVIDIA. "Integrating NVIDIA Omniverse libraries into RobotStudio brings advanced simulation and accelerated computing to ABB Robotics’ unique virtual controller technology, accelerating how manufacturers of all sizes bring complex products to market." Called RobotStudio HyperReality, the resulting physically accurate simulations and foundation models are endlessly optimized with real-world data feedback continuously improving the system. These models can be used to train any number of ABB robots, anywhere in the world, with the reliability and accuracy demanded by industry. The collaboration focuses on combining ABB Robotics’ software programming, design and simulation suite, RobotStudio, with the physically accurate simulation power of NVIDIA Omniverse libraries to close technology's long-standing 'sim-to-real’ gap. Developers can simulate robots in digital twins and generate synthetic data to train their physical AI models, enabling businesses of all types and sizes to deploy AI-driven robotics for various industrial workflows. "Today, using NVIDIA accelerated computing and simulation technologies, we have removed the last barriers to making industrial and physical AI a reality at a global scale by closing the sim-to-real gap," said Marc Segura, President of ABB Robotics. "For more than 50 years, ABB Robotics has led the evolution of intelligent industrial automation, from pioneering the first generation of fully electric industrial robots to advancing digital twin simulation through RobotStudio ® and shaping a new area of autonomous and versatile mobile robots. Today’s announcement with NVIDIA brings physical AI to industry at scale." At NVIDIA GTC, the robotic workforce company WORKR will showcase how it’s using the solution to help manufac...

过去一年，大型科技公司的裁员消息几乎从未停过。但当公司对外给出的理由越来越统一，“AI 让组织更高效”，也有越来越多内部员工开始提出另一种质疑：事情或许没那么简单。 最近，一段来自前亚马逊员工 Becky 的 YouTube 视频在开发者社区流传开来。她曾在亚马逊工作 7 年，其中 5 年担任 L7 级别的技术管理者，负责过团队年度规划（OP1）等核心管理工作——可去年，她主动离开了亚马逊。 就在最近，她的三位前同事接连被裁，其中两人还是 H-1B 签证员工，都背着房贷压力。其中一位同事忍不住给 Becky 发消息：“你去年离开的时候，是不是已经预料到会发生这些？” 对此，Becky 的回答很坦诚：她不知道具体什么时候会裁员，但她早就感觉情况不对劲了。 在她看来，这轮裁员被归因为 AI，更多只是一个“方便解释的理由”——真正的问题，其实早在几年之前就已经埋下了。 疫情之后，亚马逊开始疯狂扩张 Becky 回忆说，如果要追溯问题的源头，大概要回到疫情那几年。 2019 年时，亚马逊员工总数大约 80 万人。但随着电商需求暴涨，公司在短短两年内疯狂扩张——到 2021 年员工规模直接翻倍，达到约 160 万人。 很多人以为扩张主要发生在仓储和物流中心，但 Becky 说，事实上几乎所有部门都在扩张。 那几年，她每年都会负责组织的 OP1（Operating Plan 1）年度规划。这是一项非常重要的内部流程，各个团队都会在这个阶段提交下一年的预算、项目计划以及人员编制申请（headcount）。 也正是在这些规划会议上，她逐渐意识到事情开始失控。“那时候，几乎每个团队都在申请更多人。” Becky 说，“而且很多申请理由，现在回头看简直匪夷所思。” 她举了一个典型例子：有团队申请 6 名产品经理，只是为了检查一个结账页面里的用户体验问题。按正常逻辑，这种需求在 VP 层应该会被直接否掉。但现实情况却是——几乎所有申请都被批准了。 在 Becky 看来，亚马逊在那个阶段逐渐发生了某种变化：公司似乎从一台“创新机器”，变成了一台“抢地盘机器”。更多员工意味着更大的组织规模，而更大的组织规模又意味着更高的话语权。因此在内部政治结构中，这几乎形成了一种激励机制：谁的人多，谁的权力就大。 但商业世界有一个残酷的事实——财务报表并不会因为组织结构而改变。 一个越来越明显的信号：人均...

财联社3月9日讯（编辑王蔚 实习生王姝锦） 信托行业转型持续进行中。在发行规模减少的同时，不少机构正从创新业务入手，加快从“通道型”向“服务型”转变。 财联社据第三方数据统计，2月资产管理信托市场明显降温，非标类信托产品和标品类信托产品成立规模或数量均有一定程度的下滑，非标类信托产品成立规模环比减少17.90%，标品信托产品成立数量环比减少38.38%‌。 与此同时，2026年开年以来，信托行业迎来新年首波业务集中爆发期，全国首单、区域首单、公司首单多点开花。业内研究人士认为，首单集中爆发并非偶然，而是对信托行业“三分类”新规及相关监管政策的集中回应，标志着信托行业正严格遵循监管导向，加速重塑业务模式，逐步摆脱传统融资依赖，稳步向高质量发展转型。 2月资管信托发行数量大幅减少5成 上月资产管理信托发行市场持续降温，产品成立的数量及规模双降。 据第三方机构用益金融信托研究院（简称“用益研究”）不完全统计，截至2026年3月5日，可统计到的2月共发行资管信托产品1338款，环比减少53.62%；已披露发行规模为721.99亿元，环比降幅达43.40%。2月，共成立资管信托产品1551款，环比降幅达31.43%；已披露成立规模为490.98亿元，环比减少24.24%。不过，从同比数据来看，2月资产管理信托成立规模较去年同期提升两成。 分不同产品类型来看，2月非标类资产管理信托产品成立市场整体承压。截至3月5日，2月已披露成立数量724款，环比减少21.30%；已披露成立规模368.24亿元，环比减少17.90%。 标品信托市场同样承压，数据显示，截至3月5日，2月标品信托产品成立数量环比减少515款，跌幅38.38%‌。 从相关策略产品来看，2月债券策略信托产品成立数量环比减少37.41%，组合基金策略信托产品成立数量环比减少28.44%，多资产策略信托产品成立数量环比减少75.26%，股票策略信托产品成立数量环比减少22.22%。 用益研究指出，2月市场的短期回落主要受春节假期等季节性因素影响，叠加政策环境与市场情绪的多重扰动；针对债券类的下滑，其认为2月市场波动明显增大，市场情绪受股债震荡影响，投资者观望情绪升温，配置意愿减弱。 收益率方面，用益研究数据显示，2月非标信托整体平均收益率有所下滑，为4.76%，环比下降0.15个百分点，收益率下行主要受节后流动性宽松及季...

redtea/iStock via Getty Images The joint military operation by the U.S. and Israel in Iran is likely to continue for longer after Ali Khamenei's son was named the new supreme leader of the country. It implies that Iran's hawkish political course will remain the same and that this country is unlikely to seek ways to settle the conflict. Since gold prices usually soar due to increasing geopolitical instability, I think that a continued military operation involving such large countries like the U.S. and Iran will spark a new rally for gold prices. Besides geopolitical instability, the current situation heavily reminds me of the 2022 setup with soaring energy prices. A longer-than-expected military operation in the Middle East will inevitably increase inflationary pressure as exports energy of several oil-rich countries heavily depend on geopolitical stability in the region, which is being disrupted at the moment. Barrick Mining Corporation ( B ) is a high-quality gold miner that has a proven record of capitalizing on increasing gold prices. Despite a massive rally over the last few years, B appears to be undervalued with a $58 target price based on the FY2026 consensus EPS forecast. I am buying B to balance out risky growth stocks in my portfolio. All in all, I believe that Barrick Mining is a "Strong Buy" opportunity at the moment. Fundamentals Barrick Mining Corporation is one of the world's largest gold mining companies with almost $17 billion in FY2025 revenue , up by 31% compared to FY2024. The company owns a well-diversified portfolio of Tier 1 assets predominantly in the Americas, Africa, and the Middle East. Barrick Mining also produces copper, but gold dominates its revenue mix. Out of almost $17 billion in FY2025 sales, revenue represented approximately $15.1 billion , or 89% of the total. If we look at the below breakdown by core assets, we can see that only one of them generated a loss in FY2025, which was due to one-off items recorded in "other expenses". ...

Powerus 称计划收购乌克兰无人机技术，以向美军销售 文章概览 埃里克・特朗普与小唐纳德・特朗普正力挺一家新无人机公司 Powerus，该公司计划上市以满足五角大楼需求。 埃里克・特朗普（左）与小唐纳德・特朗普。由特朗普兄弟支持的投行多米纳里证券（Dominari Securities）参与了此次交易。 快速摘要 埃里克・特朗普与小唐纳德・特朗普 —— 美国总统之子 —— 正力挺一家新无人机公司，该公司正力争满足五角大楼的新需求，并填补本届政府禁止美国采购新型中国无人机所留下的市场空白。 Powerus 是一家总部位于佛罗里达州西棕榈滩的无人机整合型公司。该公司高管表示，Powerus 正与一家由特朗普家族支持的上市高尔夫球场控股公司合并。此次反向并购将使去年成立的 Powerus 在未来数月内在 纳斯达克 证券交易所挂牌交易。 该公司称，此次交易的投资方包括特朗普家族旗下投资载体美国风投公司（American Ventures）、无人机零部件公司非凡机械（Unusual Machines，股票代码 UMAC，涨幅 7.80%）—— 小唐纳德・特朗普是该公司股东兼顾问委员会成员，而 Powerus 也是非凡机械的客户。 此外，由特朗普兄弟支持的投行多米纳里证券（Dominari Securities，股票代码 DOMH，跌幅 1.97%）—— 该投行曾参与特朗普家族加密货币相关交易 —— 也参与了此次交易。另外，资产管理公司韩国企业治理改善基金已投资 5000 万美元。 这笔交易让特朗普家族更深度地介入了一个价值数十亿美元的领域。在特朗普政府出台相关政策后，该领域迎来了新的增长机遇。这些政策包括：五角大楼强调大规模、快速列装小型无人机，以及美国全面禁止采购新型中国无人机 —— 过去十多年来，中国无人机一直主导着全球消费级和商用无人机市场。 Powerus 首席执行官安德鲁・福克斯表示，Powerus 的反向并购将使其进入公开资本市场，从而获得扩大生产规模和收购更多公司所需的资金。过去六个月，Powerus 已收购三家小型公司，销售空中和海上无人机。该公司称，其正朝着每月生产超 1 万架无人机的目标推进。这一产能远超美国几乎所有其他无人机制造商，也远高于美国国防部历史采购量。 五角大楼推出的 “无人机主导”（Drone Dominance）等新计划，旨在到 202...

格隆汇3月9日｜据界面，据悉OPPO子品牌一加将于3月10号宣布涨价，涨价幅度为300元到500元，其中一加Ace6系列会有500元涨幅，该涨价不会直接落地，会给消费者预留出时间购买。此外渠道侧传出消息，OPPO Reno15系列和findx9系列将于4月分涨300元左右，对此消息OPPO官方暂无回应。此次酝酿涨价的也并非OPPO一家，据多家媒体消息，包括vivo、小米、iQOO、荣耀等多家头部手机品牌已拟定于3月启动新一轮产品价格调整。多款即将发布的新机起售价普遍上调600—1000元，中高端旗舰机型涨幅可能达到2000—3000元，部分在售老款机型也将同步上调价格，如果内存价格维持高位，2026年手机市场可能出现一年内多次调价的情况。

Schroder Investment Management Group lifted its holdings in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 5.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 9,972,960 shares of the semiconductor manufacturer's stock after buying an additional 474,093 shares during the period. Broadcom comprises approximately 2.6% of Schroder Investment Management Group's portfolio, making the stock its 6th biggest position. Schroder Investment Management Group owned about 0.21% of Broadcom worth $3,290,179,000 at the end of the most recent quarter. A number of other institutional investors and hedge funds have also modified their holdings of the business. Arthur M. Cohen & Associates LLC lifted its stake in Broadcom by 0.6% in the 3rd quarter. Arthur M. Cohen & Associates LLC now owns 4,781 shares of the semiconductor manufacturer's stock worth $1,577,000 after acquiring an additional 30 shares in the last quarter. Jackson Hole Capital Partners LLC grew its stake in Broadcom by 1.4% during the 3rd quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer's stock valued at $716,000 after acquiring an additional 30 shares in the last quarter. Private Wealth Partners LLC increased its holdings in shares of Broadcom by 0.7% in the 3rd quarter. Private Wealth Partners LLC now owns 4,273 shares of the semiconductor manufacturer's stock valued at $1,410,000 after purchasing an additional 30 shares during the period. Planning Alternatives Ltd. ADV increased its holdings in shares of Broadcom by 1.4% in the 3rd quarter. Planning Alternatives Ltd. ADV now owns 2,168 shares of the semiconductor manufacturer's stock valued at $715,000 after purchasing an additional 30 shares during the period. Finally, McHugh Group LLC lifted its position in shares of Broadcom by 0.4% in the third quarter. McHugh Group LLC now owns 8,433 shares of the semiconductor manufacturer's stock ...

Vinva Investment Management Ltd lowered its position in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 36.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 115,691 shares of the chip maker's stock after selling 65,486 shares during the period. Vinva Investment Management Ltd's holdings in Intel were worth $3,989,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other institutional investors have also recently made changes to their positions in the company. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna acquired a new stake in Intel during the second quarter worth $28,000. Corundum Trust Company INC acquired a new position in shares of Intel in the 3rd quarter valued at $29,000. Provenance Wealth Advisors LLC grew its holdings in shares of Intel by 89.2% during the 3rd quarter. Provenance Wealth Advisors LLC now owns 946 shares of the chip maker's stock worth $32,000 after purchasing an additional 446 shares during the period. Strengthening Families & Communities LLC purchased a new position in shares of Intel during the 3rd quarter worth $33,000. Finally, GoalVest Advisory LLC acquired a new stake in shares of Intel during the 3rd quarter worth about $34,000. Hedge funds and other institutional investors own 64.53% of the company's stock. Get Intel alerts: Sign Up Key Stories Impacting Intel Here are the key news stories impacting Intel this week: Positive Sentiment: Intel announced strategic changes and board shake-ups that investors interpreted as management acting to accelerate execution and unlock value; that recap has supported the rally. Read More. Intel announced strategic changes and board shake-ups that investors interpreted as management acting to accelerate execution and unlock value; that recap has supported the rally. Read More. Positive Sentiment: A Wall Street Zen upgrade provided fresh analyst support, reinf...

格隆汇3月9日｜据媒体消息，北约拦截一枚进入土耳其领空的弹道导弹。土耳其方面称，拦截到的弹道导弹是从伊朗发射。土耳其国防部称，部分弹药部件坠落在土耳其东南部加济安泰普省，事件中无人员伤亡。土耳其高度重视睦邻友好关系和地区稳定。 但是，我们重申，任何针对我方领土或领空的威胁，我方都将采取一切必要措施，果断且毫不犹豫地予以应对。

The classic way to bet on the direction of the S&P 500 Index is in the options market, buying puts or calls tied to a preset price. But now, there’s an alternative: placing a bet on Kalshi Inc. or Polymarket , using event contracts that allow rookie investors to make all-or-nothing wagers on stocks and indexes hitting a certain level. “It simplifies it in a way that everybody can really understand, so it takes out the intimidation factor of the markets,” said Danny Moses , the money manager made famous in The Big Short , and who has promoted Kalshi on his podcast. “But listen, you’ve got to read the rules and know what you’re trading.” Bets on sports, elections and geopolitics have dominated the conversation around prediction markets, but the exchanges have recently introduced a number of contracts tied to stock prices and index milestones, and volume has been growing. This is how it works: traders buy contracts that yield $1 each. An option selling for 4 cents represents a 4% probability of an outcome happening. On Wednesday, that was the price on Kalshi for the S&P 500 Index ending the year between 8,000 and 8,200 points — a $2,190 bet pays out almost $44,000. In the options market, one could pay a $2,190 premium to bet on a 8,000/8,200 call spread, giving them the right to cash in if the index exceeds the lower end of the target range. The potential gains are capped at about $20,000 per contract, and investors would need to account for factors such as volatility and time decay that could affect their daily profit and loss. The relative simplicity of the first approach is a draw for many retail traders. How this market develops will partly come down to regulation. Kalshi contracts are overseen by the US Commodity Futures Trading Commission , while Polymarket — primarily an offshore operator — is mostly beyond the reach of American rules. However, the emergence of stock-based wagers on these exchanges could also invite supervision from the Securities and Exchange C...

美股恐慌指数，再度飙涨！ 3月9日，美股恐慌指数VIX一度飙升近20%至35.30点，创2025年4月以来新高。美股三大股指期货跌幅均一度超过2%。欧洲主要股指开盘集体大幅下跌，截至发稿，法国CAC40指数、欧洲斯托克50指数、英国富时250指数、比利时BFX指数、瑞典OMXSPI指数跌幅均超过2%，德国DAX30指数跌1.80%。 华尔街资深策略师、投资咨询公司Yardeni Research创始人Ed Yarden表示，随着伊朗局势升级对全球市场造成冲击，美股今年面临急剧抛售的风险正在上升。Yardeni将今年剩余时间美股市场崩盘的概率从20%上调至35%。 美股“恐慌” 今日盘中，美股恐慌指数VIX一度上涨5.81点至35.30点，为2025年4月以来的最高水平，日内涨幅一度高达19.70%。截至发稿，VIX指数涨幅收窄至9%。而此前一个交易日，VIX指数已暴涨超24%。 能源市场是此轮波动的核心 驱动力 。受伊朗局势升级及霍尔木兹海峡航运通道持续关闭影响，多国宣布削减产量，导致原油价格飙升。周一盘中，WTI原油期货一度暴涨超30%，最高触及119美元/桶，为2022年6月以来新高。 截至发稿，WTI原油涨幅收窄至13%。 原油价格飙升，加剧美国的通胀担忧，市场普遍预计美联储将在更长时间内维持利率不变，甚至可能再度加息。 今日盘中，美国三大股指期货跌幅均一度超过2%。截至发稿，美股三大股指期货跌幅仍超过1%。而上周，道指累计下跌约3%，创下自2025年4月以来最剧烈的单周跌幅，标普500指数下滑约2%，纳斯达克综合指数跌超1%。 投资者将密切关注本周三公布的消费者价格指数与周五的个人消费支出价格指数，但这两项数据均尚未反映近期油价飙升对价格压力的影响。 在企业财报方面，惠与公司将于周一收盘后公布业绩，甲骨文、Adobe及迪克体育用品的财报也将于本周陆续发布。 对冲基金加码做空 近期中东紧张局势持续升级且未见缓和迹象，促使短线投资者（常被称为“快钱投资者”）显著加大了对美国股市下跌的押注，预期市场将面临进一步下行压力。 根据高盛集团主要经纪业务部门汇编的数据，在截至3月6日的一周内，对冲基金将其持有的股票型交易所交易基金（ETF）的空头头寸提升了8.3%。这一部署看跌押注的速度，在过去五年中仅出现过一次超越当前水平的情况。 中东冲突加剧，引发市场对油价飙升及通胀...

格隆汇3月9日｜据伊朗学生通讯社，伊朗将在两天内向德黑兰供应所需燃料。

格隆汇3月9日｜乌克兰武装部队：于3月8日和9日打击了敌方的防空系统，包括在斯波科伊诺地区摧毁了一座S-300防空系统的雷达站，以及在利曼丘克地区击毁了一套“Buk-M3”防空导弹系统。

Key Points Apple paved the way for today's "Magnificent Seven" and was the first public company to reach the $1 trillion, $2 trillion, and $3 trillion market cap plateaus. Beginning in fiscal 2013, Apple began rewarding its long-term shareholders with a jaw-dropping investment that now totals $841 billion. However, an argument can be made that this investment is attempting to mask operating deficiencies at one of the world's most influential companies. 10 stocks we like better than Apple › Although Nvidia has been getting all the glory in recent years as Wall Street's artificial intelligence (AI) pioneer, it was Apple (NASDAQ: AAPL) that paved the way for today's "Magnificent Seven." Apple was the first public company to reach the $1 trillion, $2 trillion, and $3 trillion market cap plateaus. Although Apple's supercharged growth heyday, spurred by the advent of the iPhone, appears to be long gone, CEO Tim Cook and his team aren't done making sizable investments in the company's future. One such investment, totaling north of $841 billion, would, in theory, have been enough to acquire 488 of the current 500 companies in the benchmark S&P 500 (SNPINDEX: ^GSPC). 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 » Unearthing Apple's under-the-radar $841 billion investment Here's what's truly interesting about Apple's biggest investment: it has absolutely nothing to do with artificial intelligence, data centers, software, or any of its physical devices. Rather, it's an investment entirely designed to reward the company's long-term shareholders. In fiscal 2013, with Apple's physical devices, led by iPhone, generating overwhelming cash flow, the company's board initiated a share repurchase program. At times, Apple even leaned into historically cheap debt to fuel share buybacks. Here's how these buybacks have ...

盒马与三江购物的十年合作，即将画上句号。 近日，宁波多家盒马鲜生门店贴出公告， 从3月中下旬起陆续停止运营，涉及万象汇店、明州里店、复悦城店、宏泰广场店、甬江店、星光大道店、北仑店等7家门店。 与此同时，盒马鲜生龙湖海曙天街店与北仑银泰城店宣布将于4月份开业，由盒马直营。天眼查信息显示，宁波盒马网络科技有限公司已于2025年9月正式成立，注册资本3000万元，由盒马（中国）有限公司全资持股。 另一边， 多家媒体报道称盒马核心团队就今年在福建重新部署一事几度来闽接洽，预计首批门店最快在第三季度投用。 随着与三江购物的合作终止，盒马与区域零售企业的联营模式将彻底成为历史。未来，无论是宁波还是福建，盒马鲜生都将以直营形式进入。 盒马的联营开拓探索 2016年，刚在上海出道的盒马迅速引爆市场。 要知道，商超是一个本地化属性极强的生意，如果全部自营，扩张速度必然受限。因此，盒马选择与区域零售企业合作，对方出资金、出物业、出本地供应链，盒马输出品牌、技术能力和平台系统。 2016年11月，阿里巴巴宣布入股三江购物，拿下后者9.33%股份，成为第二大股东。双方签订《合作框架协议》，授权三江购物及其子公司开设和运营新业态盒马鲜生门店。 此后两年，盒马又以类似模式进入福建、贵州、海南等地： 2017年9月，阿里巴巴入股新华都，成为其第二大股东，双方共同出资2亿元设立福建新盒网络科技有限公司，各持股50%，在福建当地运营盒马鲜生；2018年2月，阿里系公司与贵阳星力签署协议，设立贵州星盒纵横网络科技有限公司，双方各自持股50%，负责在贵阳经营盒马门店；2018年9月，盒马与大润发合作，在海南海口国贸开设了首家门店。 这种合作模式让盒马用较低成本快速进入新市场。 2018年底，盒马的门店数就已经达到了100家。 头部零售企业中，永辉2000年开出首店，直到2009年门店数量才超过100家；1996年沃尔玛进入国内，2007年开店数量才超过100家，用时均是盒马的数倍。 但这些联营关系并未持续太久。 2018年4月，盒马在杭州开出首家自营门店，浙江业务开始转为直营； 同年9月，新华都将新盒科技40.50%股权转让给杭州阿里巴巴泽泰，2019年10月正式退出；2019年5月，高鑫零售宣布向上海润盒出售海南盒马全部股权；2022年6月，贵阳星力退出贵州星盒纵横，贵阳盒马收归直营。 图源/公司公...

Korn/Ferry (KFY) came out with quarterly earnings of $1.28 per share, beating the Zacks Consensus Estimate of $1.22 per share. This compares to earnings of $1.19 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +4.92%. A quarter ago, it was expected that this staffing company would post earnings of $1.3 per share when it actually produced earnings of $1.33, delivering a surprise of +2.31%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Korn/Ferry, which belongs to the Zacks Staffing Firms industry, posted revenues of $717.39 million for the quarter ended January 2026, surpassing the Zacks Consensus Estimate by 4.42%. This compares to year-ago revenues of $668.73 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Korn/Ferry shares have lost about 3.7% since the beginning of the year versus the S&P 500's decline of 1.5%. What's Next for Korn/Ferry? While Korn/Ferry has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead o...

Seeking Alpha Seeking Alpha Seeking Alpha More on ZIM Integrated ZIM Integrated: Hapag-Lloyd $35 Offer Likely To Be Accepted ZIM Integrated: Buying The 25% Shipper Arbitrage ZIM Integrated Shipping Gets A Huge Buyout Offer From Hapag-Lloyd ZIM Integrated declares $0.88 dividend ZIM Integrated Q4 2025 Earnings Preview

财联社3月9日讯（记者 陈抗） 人形机器人产业化提速，核心部件标准化成为行业关键命题。3月9日， 光洋股份 （002708.SZ）公告，公司与深圳逐际动力签署战略合作协议，聚焦一体化关节模组标准化开发，进一步完善机器人核心部件布局。 根据公告，双方合作覆盖轴承、齿轮、减速机、驱动器等关键零部件及一体化关节模组的设计开发与代加工，建立高层对接与项目推进机制，并明确优先采购与优先供货权。光洋股份已于2025年8月出资2000万元，持有逐际动力0.5525%股权，形成“资本+业务”双重绑定。 一体化关节模组是人形机器人的核心动力单元，通常由电机、减速器、传感器、编码器、伺服驱动器等组成，直接决定整机成本、精度与可靠性。公开数据结合主流分析显示，目前国内主流人形机器人整体硬件成本中，关节模组占35%-50%，更高可达到60%-‌70%‌。 光洋股份近三年的框架合作中，已落地三项人形机器人相关合作：其中，2026年2月，公司与深圳玄创、黄山光洋签署三年战略合作，聚焦特种具身机器人全系列产品开发与代工；2026年1月，与重庆豪能传动签署五年战略合作，成为机器人关节模组全系列精密轴承核心战略供应商。 叠加本次与逐际动力的合作，公司产品涵盖了各类标准轴承、交叉滚子轴承、行星齿轮、滚珠丝杠、各类减速器等，多款产品通过头部客户验证并进入小批量量产。 逐际动力是一家AI驱动的人形机器人公司，聚焦打造全尺寸通用人形机器人，并衍生了包括多形态双足机器人TRON等多款产品。其官方信息显示，公司研发人员占比超80%，已完成A轮融资，获阿里、京东等战略投资。 光洋股份公告提示，本次协议为框架意向，具体业务以后续合同为准，对2026年业绩不构成重大影响，无需董事会/股东会审议，不构成重大资产重组。

Friedrich Merz ’s job fixing Germany’s economy just got even harder. On Sunday, the German chancellor’s Christian Democrats narrowly lost a state election to the Greens in Baden-Wuerttemberg despite leading in the polls for months. Merz’s junior coalition partner in Berlin, the Social Democrats, also suffered their worst-ever result in the wealthy southwestern region, home to carmakers Mercedes-Benz Group AG and Porsche AG . The twin reversals will heap more pressure on Merz to make good on a pledge to revive Germany’s stagnant economy, an effort which has been hampered by in-fighting within the coalition on some key issues. But with four more state elections coming this year, both coalition parties will also be focused on trying to resurrect their own political standing, making compromises even harder. “This is a really bitter evening,” SPD co-leader and Vice Chancellor Lars Klingbeil said Sunday night. The Greens triumphed over Merz’s CDU on Sunday, taking 30.2% of the vote to the CDU’s 29.7%. The SPD saw its support halve to just 5.5% in the election, barely passing the threshold to enter the state parliament. Read More: Merz Fails Election Test as Greens Win German State Vote Merz on Monday joined CDU leaders to discuss the consequences of the defeat behind closed doors. He will also hold a press conference this afternoon with the CDU’s local lead candidate, Manuel Hagel, who committed several campaign gaffes and is getting some internal blame for the poor result. Monday also brought troubling economic news for Merz. Fresh data showed the country’s industrial sector started the year with unexpectedly bad numbers, tempering hopes of a swift recovery as the war in Iran also creates headwinds. “Against the backdrop of current developments in the Middle East, which are not yet reflected in the indicators, and the significant rise in crude oil and gas prices on the world markets, the risk of a setback in the expected recovery of the industrial economy has increased s...

格隆汇3月9日｜据央视财经，在“新型举国体制”的支持下，中国商业航天正迎来发展的“黄金期”。政策层面，国家航天局在去年成立了专门的商业航天司，并发布了首个国家级指导文件。北京、上海、海南等各地也相继出台政策，致力于营造一个更开放、更有序的商业航天市场环境。在企业层面，一大批商业航天初创公司在细分领域进行着技术突破，与“国家队”及头部民营企业形成互补，共同推动整个产业生态的完善与技术瓶颈的突破。专家指出，商业航天要真正走向成熟、实现可持续发展，前方仍有不少难关需要跨越。降低成本、提高可靠性、突破核心技术、拓展应用场景等都是行业亟待解决的问题。今年，预计将有多款新型火箭排队挑战回收。

格隆汇3月9日｜据央视，巴林卫生部9日说，当日清晨伊朗针对巴林锡特拉岛的无人机袭击已造成包括婴童在内的32名平民受伤，其中4人伤势严重。巴林卫生部说，所有伤者均为巴林公民，其中年龄最小的是一名两个月大的婴儿。

前脚腾讯云Lighthouse团队刚刚举办完OpenClaw线下免费安装部署活动，后脚腾讯就开放了QQ机器人接入OpenClaw。 还没完，腾讯这次又玩了个大的。 上午，多家媒体曝出腾讯正在内测一款名为QClaw的产品。 这是一个OpenClaw的一键启动包，下载安装就能在本地电脑上部署OpenClaw，并且直连微信和QQ。 不过该产品仍处于报名阶段。 还没等大家消化完这个消息，下午，腾讯云官方公众号就宣布，腾讯旗下全场景AI智能体WorkBuddy正式上线。 QClaw和WorkBuddy是两款围绕OpenClaw的互补型产品化工具，二者共享OpenClaw的技术底座，但是面向不同用户群体与使用场景。 QClaw主要面向C端个人用户，主要应用于个人远程办公、日常效率、社媒运营、泛生活类自动化任务。 除了安装简单，用起来方便以外，QClaw的优势还在于独家打通个人微信，并且支持QQ双端个人社交入口，还接入了超5000种OpenClaw社区技能，几乎覆盖了所有的个人场景。 而WorkBuddy则是面向B端，应用于职场办公自动化、数据处理、知识库管理、企业级协作任务。 WorkBuddy适配企业微信、飞书、钉钉等办公IM，内置办公专属的Skills包，并且还打通了CodeBuddy账号计费体系，且具备企业级安全审计与权限管控。 你可能会想，怎么腾讯这次的动作这么快？ 事实上，腾讯在OpenClaw生态的布局早有铺垫。 早在1月底，腾讯云Lighthouse就作为国内首批云平台，推出了一键部署OpenClaw方案。但那时的方案更多面向开发者和技术用户，普通人想要体验agent的能力，还有些许难度。 现在，这道墙彻底被打破了。 不过还有一件事更有意思，那就是腾讯的这盘棋，其实已经布了5年。 01 事件全貌 微信、QQ接入OpenClaw这事其实藏着很大的巧思。 当你在QQ里给机器人发一条消息，这条消息会先到QQ的服务器，然后通过一条预先建好的通道传给你的OpenClaw。 OpenClaw收到消息后，调用你配置好的大模型，让模型理解你的意图、做出决策，再把结果通过同一条通道返回给QQ，最终显示在你的聊天界面上。 整个过程的关键，在于那条专属通道。 QQ官方机器人平台接入OpenClaw，使用的是WebSocket长连接，而不是传统的Webhook回调。 简单来讲，传统的We...

Global Business Travel Group press release ( GBTG ): Q4 GAAP EPS of $0.22 beats by $0.18 . Revenue of $792M (+34.0% Y/Y) in-line. Reiterated Full-Year 2026 Guidance for Revenue Growth of 19% to 21% and $615 Million to $645 Million in Adjusted EBITDA Reiterated Full-Year 2026 Guidance Full-Year 2026 Guidance Year-over-Year Growth Revenue $3.235B – $3.295B vs $2.72B consensus + 19% – 21% Adjusted EBITDA $615M – $645M + 16% – 21% Free Cash Flow $125M – $155M + 20% – $49% Click to enlarge More on Global Business Travel Group American Express Global Business Travel doubles share repurchase program to $600 million Online travel stocks slide on weak international tourism data Seeking Alpha’s Quant Rating on Global Business Travel Group Historical earnings data for Global Business Travel Group Financial information for Global Business Travel Group