Alexe Marcel/iStock Editorial via Getty Images LVMH Moët Hennessy - Louis Vuitton, Société Européenne's ( LVMUY , LVMHF ) full year 2025 results gave hope that the luxury market could be ready for a turnaround, confirming forecasters' expectations. Bain & Co , for example, believe that a "return to moderate growth" can be expected in 2026 after a 1% drop in 2025. But recent geopolitical and macroeconomic events could well throw a spanner in the works. Especially for LVMH. Here, I first discuss the events at play and why their already apparent impact on the stock is concerning. Next, how the company is particularly vulnerable to said events is explored. A look at the stock metrics to determine if upside could still exist next, followed by a strong positive in the company's favor, the China market recovery. Why LVMH's price slump is concerning LVMH's stock market performance was already weak as the year started, but has only worsened since the U.S.-Iran war started. The stock had dropped by over 10% since. YTD, the decline is by a sharp 24% now. This is problematic for three reasons: LVMH's price drop exceeds peers': The decline is broad-based, to be fair. Even the S&P 500 ( SP500 ) is marginally down YTD. LVMH is still an exception, though, as its weakness exceeds peers. The other two big luxury stocks, Hermès ( HESAY ) and Cartier owner Richemont ( CFRUY ), haven't seen drops as big. Foreshadowing future performance: Softness for the stock is particularly problematic since the diversified luxury products company has the biggest by revenues in the sector. In 2025, for example, its revenues were 5x bigger than those of its closest peer by market capitalization, the Birkin maker Hermès. A weakness for LVMH could then well foreshadow what's to come for the luxury market as such, and this isn't a good sign. Luxury market can see extended slump: While it's hoped that the luxury market will overcome its slump this year, recent events can put a spanner in the works. This in...

As of March 10, 2026, Meta Platforms, Inc. (NASDAQ: META) stands at a historic crossroads. Once defined solely by its dominance in social media, the company has successfully pivoted into an artificial intelligence (AI) and wearable computing powerhouse. In the early months of 2026, Meta is no longer just a "Family of Apps" company; it is the architect of the "Llama" ecosystem, providing the open-source backbone for much of the world’s generative AI development while simultaneously capturing the hardware market for smart glasses. Despite aggressive capital expenditure and ongoing regulatory scrutiny in Europe, Meta remains a central pillar of the technology sector, driven by a renewed focus on engineering excellence and a strategic victory in U.S. antitrust courts. Historical Background Founded in a Harvard dormitory in 2004 as Facebook, the company’s history is a saga of relentless expansion and controversial pivots. After going public in 2012, Meta (then Facebook) aggressively acquired competitors like Instagram (2012) and WhatsApp (2014) to maintain its social dominance. The 2021 rebrand to "Meta" signaled a shift toward the "Metaverse," a move that initially met with skepticism and a significant stock price collapse in 2022. However, the 2023 "Year of Efficiency" orchestrated by CEO Mark Zuckerberg streamlined the company, leading to a massive recovery. By 2024 and 2025, the company shifted its narrative from purely virtual reality to "AI-First," utilizing its massive user data to train the Llama series of Large Language Models (LLMs), which have since become industry standards. Business Model Meta’s business model operates through two primary segments: Family of Apps (FoA) and Reality Labs (RL). Family of Apps: This remains the engine of the company, consisting of Facebook, Instagram, Messenger, WhatsApp, and the rapidly growing Threads. Nearly 98% of this segment’s revenue is derived from advertising, powered by sophisticated AI algorithms that match users with...

Ca-ssis/iStock via Getty Images Wall Street's major averages were mixed on Tuesday after investor sentiment improved following remarks from President Donald Trump suggesting the current conflict is “very complete” and potentially “far ahead of schedule,” easing fears of a sustained energy shock. The benchmark S&P 500 ( SP500 ) was last -0.3%, while the Nasdaq Composite ( COMP:IND ) was flat, and the Dow ( DJI ) was -0.4%. Crude Oil Futures ( CL1:COM ) were lower at -7.6% to about $87 per barrel, despite Iran saying its oil blockade will persist until attacks end. Over in the bond market, the benchmark 10-year Treasury yield ( US10Y ) was 2 basis points higher at 4.12%, while the 2-year Treasury yield ( US2Y ) rose 1 basis point to 3.56%. In economic news, the NFIB's Small Business Optimism Index fell 0.5 points in February to 98.8 but remained slightly above the 52-year average of 98. Investors will focus on Wednesday's CPI print for February to gauge the inflation picture prior to the recent geopolitical conflict and oil price surge. “We would expect this early March surge in oil prices to take some time to show up in the economic data. Friday’s PCE will also give insight into progress on the inflation metric the Fed watches most closely,” said Carol Schleif, chief market strategist at BMO Private Wealth. “The Middle East conflict makes the Federal Reserve's job much more difficult, especially during this time of transition with a new Fed Chair expected to take office later this year. The Fed has historically looked through temporary oil-induced inflation shocks but is also dealing with conflicting employment and growth data as the economy’s very foundation is rebuilt amid the transition to a suite of new technologies,” Schleif added. More on the markets Is A Potential 'Bear Stearns' Moment On The Horizon? Happy Birthday! Peak Crude Oil? Quick Look At S&P 500 EPS Data U.S. stocks reverse downturn, end green as Trump signals end of war may be near, oil prices fall S...

kynny/iStock via Getty Images Q4 Earnings Provides A Shot In The Arm 3D Systems Corporation ( DDD ), an industrial stock noted for its expertise in 3D printing and digital manufacturing solutions appears to have gotten its mojo off late. The last time I covered DDD around 6 months ago , it had seen its market-cap contract by over a third, while also underperforming its peers in a big way. In the months since publication of my last hold-rated article, DDD has experienced a great deal of volatility, but was essentially flat until yesterday, when it came out with Q4 results. It looks like the market was swayed by what 3D Systems delivered and guided, as the stock has since surged ahead by a mammoth 28%. Seeking Alpha Let’s dive into see what was so special about the Q4 results and ascertain if DDD is worth pursuing now. What Were The Key Highlights Of The Q4 Earnings? Prima facie, based on the mixed headline performance alone, investors can be excused for feeling a tad perplexed by DDD’s strong positive reaction. DDD has a long track record for not meeting street estimates on the bottom line, and that continued yet again in Q4, with the miss of -43%, turning out to be a lot worse than the miss seen in Q3 (-27%). Seeking Alpha However, we suspect the market is mainly reacting to the strong topline performance (even if it is still in contraction mode on a YoY basis), despite the caveat of Q4 being their seasonally strongest quarter (due to a liftoff in customers’ CAPEX budget cycles). Back in November, DDD management had suggested that the seasonal CAPEX spike coupled with a ramp in new printer system sales, would likely drive a sequential topline improvement of roughly 9% from what was seen in Q3 ($91.2M), which would have only translated to sales of less than $100M in Q4. However, DDD ended up overshooting that mark by over $6M (or 16% on a q-o-q basis). As you can see from the image below, catching the market off-guard positively is not something that DDD has been tra...

(RTTNews) - Jardine Matheson Holdings (J36.SI, JAR.L) reported Preliminary 2025 profit attributable to shareholders of $1.11 billion compared to a loss of $468 million, last year. Profit per share was $3.77 compared to a loss of $1.61. Adjusted underlying profit attributable to shareholders was $1.68 billion compared to profit of $1.52 billion, last year. Adjusted underlying profit per share was $5.72 compared to $5.23. For the year ended 31 December 2025, revenue declined to $34.2 billion from $35.8 billion, prior year. Underlying revenue was $33.82 billion compared to $34.86 billion. Jardine Matheson shares are currently trading at $78.40, up 7.68%. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

$599 Devices Could Be Apple’s Biggest AI Advantage Trefis

STORY: Elon Musk's rocket and satellite maker SpaceX is reportedly leaning toward listing its shares on the Nasdaq... in what could rank as the biggest initial public offering of all time. That's according to four people familiar with the company's thinking. Two of the sources said SpaceX wants early inclusion on the Nasdaq 100 index as a condition for listing on the exchange. Reuters has previously reported that SpaceX is planning an IPO, as early as June. Multiple sources said the New York Stock Exchange is also competing for the listing. And neither exchange has been informed of a decision either way. The Nasdaq 100, owned by Nasdaq Inc., is seen as a premier blue-chip index by large institutional investors. And serves as a barometer for the health of most of the world's biggest publicly traded names. These include megacap technology stocks like Nvidia, Apple and Amazon.com. The Nasdaq 100 gained about 21% last year and is slightly lower so far this year. Nasdaq proposed a new rule last month that could potentially speed up the addition of newly listed megacap companies to the Nasdaq 100 index. But the change could take several months to take effect.

As of March 10, 2026, Amazon.com, Inc. (NASDAQ: AMZN) stands at a pivotal crossroads, transitioning from its legacy as the "Everything Store" to its future as the "Everything Infrastructure." After navigating the post-pandemic correction and a transformative era of generative AI integration, Amazon remains one of the world's most influential corporations. However, the narrative in early 2026 is defined by a massive strategic pivot: a projected $200 billion capital expenditure plan focused on artificial intelligence and satellite connectivity. While its retail dominance and cloud leadership (AWS) remain undisputed, investors are currently weighing the company’s long-term visionary bets against short-term margin pressures and a looming landmark antitrust trial. Historical Background Founded in 1994 by Jeff Bezos in a Bellevue, Washington garage, Amazon’s journey began as an online bookseller. Its early history was marked by the "Get Big Fast" mantra, surviving the dot-com bubble burst that claimed many of its peers. The company’s trajectory changed forever in 2005 with the launch of Amazon Prime, which transformed customer loyalty into a subscription-based moat. In 2006, Amazon made its most significant pivot by launching Amazon Web Services (AWS), effectively inventing the modern cloud computing industry. Over the next two decades, Amazon expanded into hardware (Kindle, Echo), entertainment (Prime Video), and physical retail (Whole Foods). In 2021, founder Jeff Bezos stepped down as CEO, handing the reins to Andy Jassy, the former head of AWS. Under Jassy, the company has navigated a period of intense "regionalization" of its logistics network and a rapid re-orientation toward Generative AI. Business Model Amazon’s business model is a multi-layered ecosystem where high-margin services subsidize and enhance its lower-margin retail operations. Online Stores (1P) and Third-Party Seller Services (3P): Amazon’s core retail engine. In 2026, 3P services (commissions, fulfil...

As of March 10, 2026, Amazon.com, Inc. (NASDAQ: AMZN) stands at a pivotal crossroads, transitioning from its legacy as the "Everything Store" to its future as the "Everything Infrastructure." After navigating the post-pandemic correction and a transformative era of generative AI integration, Amazon remains one of the world's most influential corporations. However, the narrative in early 2026 is defined by a massive strategic pivot: a projected $200 billion capital expenditure plan focused on artificial intelligence and satellite connectivity. While its retail dominance and cloud leadership (AWS) remain undisputed, investors are currently weighing the company’s long-term visionary bets against short-term margin pressures and a looming landmark antitrust trial. Historical Background Founded in 1994 by Jeff Bezos in a Bellevue, Washington garage, Amazon’s journey began as an online bookseller. Its early history was marked by the "Get Big Fast" mantra, surviving the dot-com bubble burst that claimed many of its peers. The company’s trajectory changed forever in 2005 with the launch of Amazon Prime, which transformed customer loyalty into a subscription-based moat. In 2006, Amazon made its most significant pivot by launching Amazon Web Services (AWS), effectively inventing the modern cloud computing industry. Over the next two decades, Amazon expanded into hardware (Kindle, Echo), entertainment (Prime Video), and physical retail (Whole Foods). In 2021, founder Jeff Bezos stepped down as CEO, handing the reins to Andy Jassy, the former head of AWS. Under Jassy, the company has navigated a period of intense "regionalization" of its logistics network and a rapid re-orientation toward Generative AI. Business Model Amazon’s business model is a multi-layered ecosystem where high-margin services subsidize and enhance its lower-margin retail operations. Online Stores (1P) and Third-Party Seller Services (3P): Amazon’s core retail engine. In 2026, 3P services (commissions, fulfil...

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Amazon.com (NASDAQ:AMZN) had its price objective raised by investment analysts at Wolfe Research from $250.00 to $255.00 in a research note issued to investors on Tuesday,MarketScreener reports. The firm presently has an "outperform" rating on the e-commerce giant's stock. Wolfe Research's price objective suggests a potential upside of 19.64% from the company's current price. Other equities analysts have also recently issued research reports about the stock. BMO Capital Markets reissued an "outperform" rating and set a $310.00 price objective (up from $304.00) on shares of Amazon.com in a research note on Tuesday, February 3rd. Royal Bank Of Canada reiterated an "outperform" rating and set a $300.00 price target on shares of Amazon.com in a research note on Friday, February 6th. Wall Street Zen downgraded shares of Amazon.com from a "buy" rating to a "hold" rating in a report on Saturday, January 10th. Daiwa Securities Group decreased their price target on shares of Amazon.com from $300.00 to $280.00 and set a "buy" rating on the stock in a research note on Wednesday, February 11th. Finally, Wedbush dropped their price target on shares of Amazon.com from $340.00 to $300.00 and set an "outperform" rating on the stock in a research note on Friday, February 6th. One research analyst has rated the stock with a Strong Buy rating, fifty-three have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Amazon.com currently has a consensus rating of "Moderate Buy" and a consensus target price of $286.93. Get Amazon.com alerts: Sign Up Read Our Latest Report on AMZN Amazon.com Trading Down 0.2% AMZN stock opened at $213.13 on Tuesday. The company has a market cap of $2.29 trillion, a P/E ratio of 29.72, a PEG ratio of 1.60 and a beta of 1.40. The business has a fifty day moving average of $224.46 and a 200-day moving average of $227.16. The company has a quick ratio of 0.88, a current ratio of 1.05 and a debt-to-equity ratio...

Ekaterina79 Switzerland-based Lindt ( LDSVF ) noted on Tuesday that new data indicates U.S. consumers using GLP-1 weight-loss drugs are actually buying more chocolate than the rest of the population, not less. The company based its assertion on internal analysis using February Circana data that showed that about 15% of U.S. households use GLP-1 medications, yet these households account for roughly 17.5% of total U.S. chocolate sales, indicating above-average category participation from GLP-1 users. Within premium chocolate specifically, Lindt ( LDSVF ) reported that sales among GLP-1 users in the U.S. rose by nearly 17% in 2025, compared with about 6.5% growth among non-users over the same period, so demand growth in the GLP-1 is running roughly more than double the general population. The data runs counter to analyst expectations that GLP-1 adoption would structurally depress confectionery volume. For its part, Lindt ( LDSVF ) framed the findings as evidence that GLP-1 users are still seeking "small indulgences," with its premium chocolate offerings fitting into the more controlled, portion-conscious consumption trend. The company also highlighted that expanding access to oral GLP-1 pills is likely to broaden the user base to more men and younger consumers, which could further influence chocolate demand patterns. The update from Lindt (LLDSVF) is relevant to Mondelez International (MLDZ) and Hershey ( HSY ) as well. More on Lindt Lindt expects 12.4% organic growth in 2025 revenue Seeking Alpha’s Quant Rating on Chocoladefabriken Lindt & Sprüngli AG Historical earnings data for Chocoladefabriken Lindt & Sprüngli AG Dividend scorecard for Chocoladefabriken Lindt & Sprüngli AG Financial information for Chocoladefabriken Lindt & Sprüngli AG

美国国防部长皮特・赫格塞思在周二的新闻发布会上发表了上述言论。这些表态表明，2月28日启动的美以联合军事行动可能仍将持续，会给石油行业与全球市场带来进一步动荡。 据福克斯新闻报道，当被问及是否愿意与伊朗方面对话时，特朗普表示存在可能，但并未作出明确承诺。伊朗官员则对此予以回绝，伊朗议会议长穆罕默德・巴盖尔・卡利巴夫称，伊朗“绝对”不会寻求停火。 伊朗外交部长阿巴斯・阿拉克奇周一在接受采访时表示，与美国谈判“不在我们的议程上”。 美方发表上述言论之际，军事打击已进入第11天。美国与以色列在夜间至周二清晨继续对伊朗实施轰炸，伊朗则以无人机和导弹反击中东地区的各类目标作为回应。 德国总理弗里德里希・默茨对记者表示：“我们对各方显然缺乏一份能让这场战争迅速得出可信结果的共同方案感到担忧。” 据知情人士透露，阿联酋鲁韦斯（Ruwais）最大的炼油厂因工业区遭无人机袭击引发火灾而暂停运营。知情人士表示，阿布扎比国家石油公司（ADNOC）正在评估该工厂的受损情况。 为缓解市场对油价飙升的担忧，特朗普周一表示，美国海军将为油轮提供护航，以确保霍尔木兹海峡的石油供应稳定。这条对全球石油流通至关重要的航道已基本关闭，导致运输受阻，并促使地区能源巨头大幅减产。 布伦特原油价格周一早间一度飙升至每桶近120美元，但在特朗普暗示战争即将结束后回落至约91美元，不过仍比年初高出50%以上。 知情人士称，沙特阿拉伯、伊拉克、阿联酋和科威特合计日减产幅度高达670万桶，约占全球供应量的6%。目前几乎没有迹象表明，在至少停止敌对行动之前，霍尔木兹海峡能迅速恢复通航。 沙特阿美首席执行官阿明・纳赛尔将此次供应中断称为“该地区油气行业面临的最大危机”。 特朗普周一对共和党议员表示，美国和以色列正“以压倒性的技术优势与军事力量击溃敌人”。他随后称，美军已打击伊朗境内5000个目标，将该国导弹能力削弱至原先的十分之一。他表示，这场战争的军事目标可以说“已基本完成”。 尽管如此，伊朗周二仍继续对以色列及阿拉伯国家发动袭击。阿联酋表示正在应对来自伊朗的导弹威胁；就在数小时前，阿联酋驻伊拉克库尔德地区领事馆遭无人机袭击。巴林首都麦纳麦的袭击造成1人死亡，科威特则拦截了6架无人机。 已有初步迹象显示，针对阿联酋等国的袭击正在减弱。从澳大利亚、韩国到英国，多国已协助加强海湾盟友的防御，或正在评估相关援助请求。 据伊朗...

Spain is to formally pardon a group of 53 women who are among thousands who were incarcerated by the Franco regime on the grounds that they were supposedly “fallen or in danger of falling”. The women were locked up as adolescents by the Board for the Protection of Women, a collection of institutions run by religious orders. The board, which had echoes of Ireland’s notorious Magdalene laundries, was overseen by Carmen Polo, the wife of the dictator Gen Francisco Franco. Originally founded in 1902 to stamp out sex work, in 1941, two years after the end of the Spanish civil war, its role was extended to clamp down on female behaviour that deviated from norms laid down by the Catholic church. The board was not closed down until 1985, 10 years after Franco’s death. In a ceremony next week, the government will pardon the 53 survivors and recognise them as victims of Francoist repression. A statement from the ministry of democratic memory said that any punishment, whether legal or administrative, they had suffered was null and void as it resulted from “the repression and violence exercised by the Board for the Protection of Women for political, ideological reasons or because of their gender”. View image in fullscreen Young women in a Board for the Protection of Women centre in Spain. Photograph: Luca Gaetano Pira/The Guardian The government department set up last year to investigate the board has so far received 1,600 declarations from women who passed through the institutions. One woman was locked up ​o​n suspicion of being a lesbian – simply because she had written a letter discussing sexuality. Eva García de la Torre, ​w​ho went on to become the mayor of a small town in Galicia​ after her release in 1985, was the first woman to be officially recognised as a victim of the board​. She died in 2022. View image in fullscreen Eva García de la Torre, went on to become a mayor in O Porriño, Pontevedra, Galicia. Photograph: Europa Press News/Europa Press/Getty Images Another wa...

据港交所文件：杭州铜师傅文创(集团)股份有限公司通过港交所上市聆讯。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

本文共1035字 經濟x彭博 【彭博】-- 寧德時代全年利潤大幅成長。這家全球最大的電動汽車電池製造商通過提高海外銷售並利用其在儲能行業的主導地位，挺過了中國殘酷的價格戰。寧德時代周一公佈，2025年淨利潤同比躍升42%，達到722億元人民幣（104億美元）。該數據高於分析師之前的預期。得益於海外出貨增加以及儲能業務迅速成長，抵消了中國電動汽車市場需求降溫的影響，全年營收成長17%。在電池製造商不確定性加劇之際，這份業績鞏固了寧德時代在全球綠色能源轉型中的地位。電動汽車需求放緩幅度超預期，正推動業內一些最大型企業轉向儲能系統。在可再生能源加速接入電網、以及人工智能數據中心對能源的需求激增的帶動下，這一領域正在蓬勃發展。業績數字也凸顯了寧德時代與比亞迪發展軌跡的差異。比亞迪是全球最大的電動汽車製造商，同時也生產電池。後者對電動汽車市場的依賴拖累了其利潤。由於國內競爭激烈並且中國國內汽車銷售疲軟拖累了需求，本月晚些時候公佈業績時，預計比亞迪將公佈五年來最大的季度銷售降幅。寧德時代的儲能業務營收同比成長約9%，海外業務的總營收同比成長約18%。儘管面臨地緣政治帶來的阻力，國際擴張仍是寧德時代成長雄心的核心支柱。公司正在加碼其授權模式，以繞開美國和歐洲的貿易壁壘，試圖在避免因持有實體資產而面臨政治風險下的同時將研發能力變現。在歐洲，其在匈牙利投資數十億歐元的工廠正被密切關注，作為檢驗寧德時代能否應對高勞動力成本和當地監管的試金石。寧德時代也押注新技術繼續拉動需求，包括其第二代鈉離子電池的商業化推廣。該公司在2月份與長安汽車宣布，首款搭載鈉離子電池的量產乘用車將於2026年年中上市。此外，該公司也在積極擴張其換電生態系統，在降低電動汽車的前期購車價格的同時，也為比亞迪兆瓦級充電在高密度城市地區可能引發的電網壓力提供了一個解決方案。作為寧德時代最大競爭對手的比亞迪本月早些時候發布了更強性能電池和更快的充電技術，試圖重振成長。寧德時代周一還公佈了一項計畫，擬註冊發行不超過400億元人民幣（58億美元）的債券，用於支持生產經營，並優化債務結構、降低融資成本。原文標題CATL Profit Beats on Overseas Revenue, Energy Storage Boom (1)--聯合報導 Jamie Nimmo.More stories like this are av...

格隆汇3月10日｜据央视，从多家航空公司了解到，受相关地区局势影响，为协助旅客更好地安排出行，国航、东航、南航、深航等多家航空公司进一步优化部分中东航线非自愿退改规定。对于客票未使用行程涉及旅行日期为2026年2月28日（含）至2026年5月31日之间、购买或换开日期在2026年3月10日15时（含）前且符合条件的相关航线客票，在客票有效期内，可至原购票渠道办理未使用航段非自愿变更或退票，退票和首次变更免收手续费。旅客可以通过航空公司官方渠道了解详细退改签政策和办理退改签手续。

格隆汇3月10日｜柯尔百货(KSS.US)盘初拉升，涨超6%，报15.7美元。消息面上，柯尔百货公布第四季度业绩，销售额为49.7亿美元，低于分析师预期的50.3亿美元；调整后净利润同比增长11.4%至1.86亿美元，调整后每股收益为1.07美元，则超过分析师预期的0.85美元。新上任的首席执行官Michael Bender表示，在报告了低于预期的假日季度销售之后，该零售商正在重塑基础。(格隆汇)

maybefalse/iStock Unreleased via Getty Images Previewing Alibaba's Upcoming Earnings While Alibaba Group Holding Limited ( BABA ) stock has managed to double (in total returns) since my very first bullish call on it back in January 2024 , my latest updates haven't aged similarly well. For example, since my most recent update on BABA back in November 2025 , when I called the stock a "Buy" ahead of the company's Q2 earnings release, the stock is down by over 18%. Today, I decided to preview the upcoming Q3 earnings and take a look at what's expected by the market and how it matches the management's previous guidance and projections. From what I see, I think BABA remains a "Buy" for the long-term as its AI prospects are getting more noticeable. I expect Alibaba to beat the quite conservative Q3 consensus estimates, and the management is very likely to give us optimistic views on what's coming in Q4 (and in FY2027). If so, the Wall Street analysts who cover the stock should upgrade their current forward earnings estimates and let the stock price soar on this catalyst. My Reasoning On Staying Bullish On BABA First off, let's understand why BABA has been consolidating lately. I believe the main reason for that is the market's fear regarding the current AI-driven CAPEX cycle. Alibaba is betting big on its cloud segment, willing to spend ~$52.4 billion in capital expenditures over 3 years. The current growth in the Cloud Intelligence Group looks solid (+34% YoY in the latest quarter), with AI-related products hitting triple-digit growth for the 9th consecutive quarter and external customer revenue rapidly accelerating. But the analysts are likely fearing BABA's free cash flows that used to support massive buybacks (and even dividends, which is a rarity for tech companies nowadays). So, in my understanding, those investors who were buying BABA for its prospective shareholders' returns through repurchases/dividends are selling the stock's rips now, thinking that the firm's CA...

Polymarket taps Peter Thiel-backed Palantir to develop sports betting AI monitoring tool The Block

近期，【公告臻选】2月24日提示《垃圾发电+生物质能+氢能+重力储能+一带一路！公司越南河内朔山垃圾发电厂项目第二期扩建获许可，总投资额2.2亿美元》，中国天楹(000035)2月25日低开高走收涨4.04%，并在2月27日、3月2日连续一字板，3月10日再度放量拉升，收涨5.04%，股价创出本轮行情新高。 ①半导体存储+‌国产芯片+AI服务器+PCB+锂矿！公司已启动嵌入式UFS存储产品研发；②锂电池+电解液添加剂+固态电池+钠离子电池！筹划赴港上市+扩产提速，电解液添加剂龙头布局固态电池新赛道；③低空经济+航空航天+高端制造+AI+国防军工！公司签订近5亿元ARJ21和C919飞机部件销售框架合同。

Novo Nordisk receives FDA warning linked to US inspection in 2025 Reuters

格隆汇3月10日｜工业富联董事长郑弘孟在致股东信中表示，展望未来，尽管国际政经局势仍存在诸多不确定性，芯片及原材料供应与成本波动亦可能带来阶段性挑战，但人工智能正加速推动全球产业结构的深刻变革，AI算力基础设施也将成为未来多年最具确定性的核心发展领域之一。工业富联将持续坚持以技术创新为驱动、以先进制造为根基，深化全球化产业布局，不断提升系统整合与规模制造能力，持续巩固在全球AI算力产业链中的领先地位，并与广大股东及产业伙伴携手，共同把握AI时代带来的长期发展机遇，推动公司实现稳健而可持续的长期成长。

格隆汇3月10日｜据彭博，知情人士透露，比亚迪正在研究进军包括一级方程式赛车（F1）和耐力赛的竞争性赛车运动，以提升在全球范围内的吸引力。在海外市场迅速扩张以及赛车运动持续向混合动力发动机转型的背景下，比亚迪正在评估多种方案。知情人士透称，这些赛事包括世界耐力锦标赛（包括勒芒24小时耐力赛）和 F1，公司计划通过组建自己的车队或进行收购来实现这一目标。其中一名知情人士表示，进入F1的潜在成本可能成为比亚迪面临的重要障碍。开发并参赛一辆赛车通常需要数年的谈判，单赛季成本可能高达5亿美元。

Canadian subprime lender Goeasy Ltd. suspended its dividend, withdrew its outlook and said it will write off an additional C$233 million ($172 million) in consumer loans, interest and fees. The shares plunged as much as 39%. The problems stem from loans for autos and “powersports” equipment, a category that includes items such as all-terrain vehicles. The Mississauga, Ontario-based firm said it expects its net charge-off rate — a measure of loans that it doesn’t expect to collect on — to be just below 13% for last year and to rise into the mid-teens in 2026. Goeasy said it will make a number of changes, including reducing new loans from LendCare, a unit that provides auto and powersports loans, while cutting C$30 million in annualized costs. Management will also correct earlier financial reporting from LendCare to address incorrect treatment of some customer payments. “The impact of this correction to the income statement, balance sheet, statement of cash flows and statement of equity is not material,” it said. Goeasy was down 39% to C$70.01 shortly after the start of trading in Toronto on Tuesday.

Elon Musk Is World’s Richest Person Ever Recorded NEW YORK, March 10, 2026--(BUSINESS WIRE)--Forbes releases its 40th-annual World’s Billionaires list, the definitive ranking of the planet’s richest people. Wealth surged to unprecedented levels over the past year, with fortunes climbing at a record pace. This year’s list features 3,428 billionaires, the most since the list’s inception in 1987. The world’s wealthiest people are worth a record $20.1 trillion combined, up from $16.1 trillion in 2025. Elon Musk tops the Billionaires list for the second year in a row and is the richest person ever recorded, worth an estimated $839 billion. His net worth skyrocketed by half of a trillion dollars from last year, thanks to a rise in the value of Tesla, and SpaceX which is aiming to go public in 2026. Musk is the first person ever recorded to reach the $800 billion mark, as he moves toward becoming the world’s first trillionaire. "It’s the year of the billionaire," said Chase Peterson-Withorn, Forbes Senior Editor, Wealth. "The planet added more than one billionaire per day over the past twelve months as the AI-powered stock market boom boosted fortunes to previously unimaginable heights." Larry Page, cofounder of Google, follows far behind Musk, in the No. 2 spot with an estimated net worth of $257 billion, followed by his cofounder Sergey Brin at No. 3 ($237 billion). Jeff Bezos holds the No. 4 spot ($224 billion) and Mark Zuckerberg ($222 billion) rounds out the top 5. President Donald Trump’s fortune increased by 27%, to an estimated $6.5 billion, thanks largely to crypto dealings and his New York fraud penalty being thrown out. He ranks No. 645 worldwide. The 2026 ranking features 390 newcomers, including Dr. Dre; Beyonce Knowles-Carter; and tennis legend Roger Federer. The United States has more billionaires than any other country, now boasting a record 989. For the full list, visit: www.forbes.com/billionaires. About Forbes Forbes is an iconic global media brand that ...

U.S. stocks staged a dramatic comeback from a massive selloff on Monday after President Donald Trump said that the war against Iran could end soon. All three major indexes ended in positive territory. How Did The Benchmarks Perform? The Dow Jones Industrial Average (DJI) rose 0.5% or 239.25 points, to end at 47,740.80 points, after losing as much as 900 points at its session low. The S&P 500 rose 0.8%, or 55.97 points, to finish at 6,795.99 points. Healthcare and industrial stocks were the biggest gainers, while energy stocks fell. The Health Care Select Sector SPDR (XLV) gained 1%. The Industrials Select Sector SPDR (XLI) rose 0.6%. The Energy Select Sector SPDR (XLE) lost 0.4%, while the Financials Select Sector SPDR (XLF) fell 0.5%. Nine out of the 11 sectors of the benchmark index ended in positive territory. The tech-heavy Nasdaq jumped 1.4%, or 308.27 points, to close at 22,695.95 points. The fear gauge, CBOE Volatility Index (VIX), was down 13.53% to 25.50. Decliners outnumbered advancers on the NYSE by a 1.06-to-1 ratio. On the Nasdaq, a 1.26-1 ratio favored advancing issues. A total of 22.41 billion shares were traded on Monday, higher than the last 20-session average of 19.99 billion. On the NYSE, there were 105 new highs and 204 new lows. On the S&P 500, there were 4 new 52-week highs and 9 new lows. Stocks Rebound After Trump’s Announcement All three major indexes made a late rebound after Trump said during an interview that the war against Iran could be reaching an end soon. The President said that Iran has “no navy, no communications,” and no air force and the war could end well ahead of his earlier timeframe of four to five weeks. This somewhat helped boost investors’ morale, helping stocks to bounce back from their earlier losses. The S&P 500 and Nasdaq had lost as much 1.5% each at their session lows. West Texas Intermediate crude fell to $81 per barrel following Trump’s comments. It had reached $119 per barrel on Sunday night. International benchma...