jetcityimage/iStock Editorial via Getty Images Introduction Some of you may be familiar with Casey's General Stores ( CASY ) depending on what part of the country you live in. For me, I've never stepped foot in a Casey's, but their stock popped up on my radar roughly 2 years ago. I instantly became bullish assigning them a buy rating . Since, shares have outperformed the S&P ( SP500 ) significantly in the past two years. And while Casey's is one of my favorite dividend growth stocks, I can't help but wonder if we're seeing another case of overvaluation, like with Costco ( COST ) more recently. Both are quality stocks that deserve a premium, but their shares are too richly valued, giving investors a higher chance to see underperformance. Currently, CASY has a forward P/E over 38x. While it has performed well, up 74% in the past year, shares pulled back after the company missed on their top line estimates and financials declined from the previous quarter. In this article, I discuss their latest earnings, fundamentals, and why Casey's could underperform going forward. Previous Thesis I last covered Casey's this past December in an article titled: Valuation Has Outrun Its Fundamentals - I Would Wait For A Pullback. Despite my cautious tone, Casey's shares have continued to rally, up over 20%, while the market has lagged, up less than 1%. Seeking Alpha CASY's performance has been driven by their robust fundamentals. In their Q2, the retailer posted a double beat. EPS amounted to $5.33, beating by an impressive $0.33, while revenue beat by $10 million. This amounted to $4.51 billion. Both grew double-digits from the prior year's quarter. Gross margins and EBITDA also increased double-digits, showing CASY's fundamental strength in a challenging economic backdrop. Still, I considered the downside risks too great due to the stock's impressive run. And cautioned investors to wait for a pullback. According to FastGraphs, CASY's also presented massive downside risks with a 2028...

Washington, D.C., March 10, 2026 (GLOBE NEWSWIRE) -- Existing-home sales increased by 1.7% month-over-month in February, according to the National Association of REALTORS® Existing-Home Sales report. The report provides the real estate ecosystem—including agents, homebuyers and sellers—with data on the level of home sales, price, and inventory. Month-over-month sales rose in the Midwest, South and West, and fell in the Northeast. Year-over-year sales rose in the South and fell in the Northeast, Midwest and West. Affordability improved for the eighth consecutive month, according to NAR’s Housing Affordability Index—increasing to 117.6 in February from 117.1 in January and 103.1 a year ago. This marks the highest level since March 2022. “Housing affordability is improving, and consumers are responding,” said NAR Chief Economist Dr. Lawrence Yun. “Still, there is a long way to go to return to pre-pandemic levels of transaction activity. There are more than 6 million more jobs than in 2019, yet home sales per year are down by one million.” “Despite the modest gain in home sales, actual housing demand remains muted relative to wage growth and job gains,” Yun continued. “Wage growth is now outpacing home price growth by almost four percentage points. Mortgage rates are also measurably lower compared to a year ago.” “Inventory is growing, but sluggishly,” he added. “If demand picks up notably in the coming months and outpaces supply growth, home prices will inevitably rise. That is why increasing supply is so important to help limit home price growth, improve housing affordability, and boost transactions.” National Snapshot Total Existing-Home Sales for February 1.7% increase in existing-home sales 1 month-over-month to a seasonally adjusted annual rate of 4.09 million. month-over-month to a seasonally adjusted annual rate of 4.09 million. 1.4% decrease in sales year-over-year. Inventory in February 1.29 million units: Total housing inventory 2 , up 2.4% from January and 4...

Alphabet Inc. ’s Google is introducing artificial intelligence agents across the Pentagon’s three million-strong workforce to automate routine jobs, according to a senior defense official. Google’s Gemini AI agents, which can undertake work independently on behalf of a user who sets them tasks, will initially operate on unclassified networks, said Emil Michael , the under secretary of defense for research and engineering. “We’re starting with unclassified because that’s where most of the users are, and then we’ll get to classified and top secret,” Michael said in an interview, adding that talks with Google over using the agents on the classified cloud are underway. “I have high confidence they’re going to be a great partner on all networks.” The new feature will allow civilian and military personnel at the Defense Department to build AI agents using natural language, Google Vice President Jim Kelly said in a blog post Tuesday. A Google Cloud spokesperson didn’t respond to a request for comment about whether it is negotiating to put AI agents on the classified cloud. The military’s expanding use of AI is fueling controversy at many of the cutting-edge American companies developing the technology. In the Iran war, the US has used AI to help identify targets and speed processes, allowing for the unprecedented intensity of the bombing campaign. The Pentagon has been bringing online more products from the likes of OpenAI and Google as part of a push to speed AI adoption in the military. That effort triggered its escalating feud with Anthropic PBC , which sought guardrails on using its technology for domestic surveillance and in fully autonomous weapons. In response, the Defense Department labeled the company a supply-chain risk last week. Anthropic is suing the government over the designation, which is typically reserved for companies from countries the US views as adversaries. Michael, who led negotiations with Anthropic, said the issue wouldn’t be resolved through the ...

Sales of previously owned US homes unexpectedly rose in February and the prior month was revised up, helped by a decline in mortgage rates and modest growth in asking prices. Contract closings increased 1.7% to a 4.09 million annualized rate, according to National Association of Realtors data released Tuesday. The pace exceeded nearly all estimates in a Bloomberg survey of economists. One emerging bright spot for the housing market is improving affordability, with mortgage rates receding recently along with price growth. The NAR’s monthly housing affordability gauge , which reflects changes in home prices, median income and borrowing costs, stands at the most-favorable reading since 2022. “Housing affordability is improving, and consumers are responding,” NAR Chief Economist Lawrence Yun said in a statement. “Still, there is a long way to go to return to pre-pandemic levels of transaction activity.” The NAR report showed the median selling price rose 0.3% from a year earlier — one of the smallest advances since the pandemic housing frenzy — to $398,000 last month. The inventory of previously owned homes increased 4.9% from a year ago to 1.29 million — the most for any February since 2020. US Regions Contract signings rose in three of four US regions, led by a more than 8% jump in the West to a one-year high. Sales climbed 1.6% in the South and edged up in the Midwest, but fell in the Northeast to the lowest since 2024. First-time buyers represented 34% of purchasers in February, up from 31% in the prior month and a year ago. Yun said on a call with reporters that the pickup suggests first-time buyers are taking advantage of improving affordability. Market analysts see home sales climbing this year, with estimates ranging from 1.7% to 14%, according to a survey by Bloomberg late last year. Mortgage rates fell at the end of last month to 6.09%, the lowest since 2022. President Donald Trump asked Fannie Mae and Freddie Mac to purchase $200 billion in mortgage-backed se...

Leaders in the enterprise HCM market include ADP Lyric HCM, Dayforce, Infor, Oracle, and UKG Pro. MIAMI, March 10, 2026 /PRNewswire/ -- Enterprise HCM technology in 2026 is increasingly evaluated on how effectively it reduces administrative burden while enabling strategic workforce planning. Large organizations manage complex global workforces and large volumes of employee data. Without strong integration and governance, this data creates friction rather than insight. As a result, many enterprises are consolidating vendors and prioritizing platforms that unify core HR, talent, payroll, and workforce analytics. This shift reduces integration costs and creates a single source of truth for workforce decisions. ROI driven technology insight (PRNewsfoto/Nucleus Research) Data strategy has become a central differentiator. Vendors are expanding benchmark datasets and analytics models that combine industry data with customer data to generate more contextual insights. Organizations are using these capabilities to improve workforce planning, compensation benchmarking, and talent mobility strategies. When properly governed, these insights help HR teams connect people decisions to broader financial and operational outcomes. AI is also evolving toward more operational roles inside HR workflows. Platforms now offer specialized agents that support areas such as payroll processing, recruiting coordination, and succession planning. These agents can assist with analysis or execute multi step workflows under defined controls. The next phase of development is the ability for organizations to configure and extend these agents through low code tools and integration frameworks. "Enterprise HCM buyers are focused on turning workforce data into operational leverage," said Evelyn McMullen, Senior Analyst at Nucleus Research. "The platforms that deliver value are those that reduce manual effort while giving leaders clearer insight into workforce performance and planning." Vendor partnership a...

Key Points Best Buy shares climbed last week after the retailer delivered a mixed quarterly report. Best Buy's CFO said the company will "continue to navigate a mixed macro environment" in its fiscal 2027. While Best Buy sells nice-to-have items, Walmart's strategy of selling need-to-have items offers more upside now. 10 stocks we like better than Walmart › Last week, Best Buy (NYSE: BBY) posted mixed results for its fiscal 2026 fourth quarter, missing analysts' consensus revenue expectations but beating earnings expectations. Looking ahead to its fiscal 2027, CFO Matt Bilunas said the retailer was "excited about the momentum in our business," but also warned it will "continue to navigate a mixed macro environment." Despite the quarter's mixed results and the macroeconomic challenges the company may face, investors still liked what they saw enough to boost the stock price last week after the report was published. 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 » Best Buy certainly grabbed headlines after its earnings report, but I believe another retail stock has much more upside ahead. Offering the essentials When I look at Best Buy, I see a business centered around selling nice-to-have electronics. When I look at Walmart (NASDAQ: WMT), I see a business not only centered on selling need-to-have items, but also one that is increasing its ability to fulfill a wide range of needs in one order. For example, customers can order prescriptions from the Walmart pharmacy, order groceries, and have both delivered together. During times of economic uncertainty, people may delay buying a new computer or upgrading their phone, but they won't stop buying groceries or getting their prescriptions. While Walmart gets people in the door by offering them low prices on general merchandise and groceries, it has also be...

In times of market uncertainty, investors typically flock to stable investments that offer minimal risk. Whether it's gold, silver, or dividend stocks, these are considered safe-haven investments. While they may not deliver huge gains, the stability they offer makes them compelling options. For years, crypto investors have been touting Bitcoin (BTC +1.20%) as a type of "digital gold" that can be a safe investment, just like gold. Recently, with the war in Iran unfolding, the leading cryptocurrency began rallying. It was a sharp turn for the digital currency, after it had looked like it might be in a prolonged free fall. Does this turnaround indicate that Bitcoin may indeed be a safe-haven investment after all, and is it an asset you can turn to amid market uncertainty? Bitcoin still hasn't proven it can be relied on for stability When the U.S. attacked Iran on Feb. 28, the price of Bitcoin was around $67,000. And within a week, the cryptocurrency would climb to $74,000. It appeared that investors were turning to crypto amid the global tensions. However, in the following days, it would again dip back below $70,000. Bitcoin's volatility remains the biggest impediment to this being a safe-haven asset to rely on. For instance, in 2022, when the S&P 500 crashed by 19% and stocks were in a tailspin due to inflation and economic uncertainty, Bitcoin's value plummeted a staggering 65%. Not only was it not a safe investment at the time, but it also added risk and volatility for investors. Expand CRYPTO : BTC Bitcoin Today's Change ( 1.20 %) $ 824.05 Current Price $ 69565.00 Key Data Points Market Cap $1.4T Day's Range $ 68382.00 - $ 71221.00 52wk Range $ 60255.56 - $ 126079.89 Volume 54B Investors should look elsewhere for safe havens While it may be tempting to consider Bitcoin similar to gold, as an effective store of value, the reality is that it hasn't proven to be nearly as stable or safe. Bitcoin can be highly unpredictable. Since the start of the year, it has already ...

Quantum computing may seem like a far-off technology, but it's becoming more real by the day. This could be the next great tech investment race, which could lead to massive returns for investors who are early to the party. One of the top stocks to buy in this sector is IonQ (IONQ +1.73%), and it just posted an incredible quarter. But is it worth buying now? Or should investors be patient? IonQ is seeing big growth Commercially viable quantum computing isn't available today. The reality is that today's quantum computers still make too many mistakes to make them applicable in many areas. However, they are rapidly improving, and there are several industries looking to do advanced research in quantum so they can maximize the technology once it's available. These early-model quantum computers and research contracts are what give IonQ the funds to continue running the company and push the limits of what's possible with quantum computing. In Q4, its revenue rose 429% year over year to nearly $62 million. During the quarter, it announced the sale of a 100-qubit system as well as an expanded partnership that will span four more years. It also announced an acquisition of SkyWater Technology, which bolsters its manufacturing capabilities for when it's time to mass-produce quantum computing equipment. IonQ is the clear leader in the quantum computing pure-play sector of the market, and its results back it up. For 2026, the company expects to achieve revenue of $235 million. That's pretty high revenue for a company that's still working on improving its technology before it can be widely deployed. Expand NYSE : IONQ IonQ Today's Change ( 1.73 %) $ 0.62 Current Price $ 36.49 Key Data Points Market Cap $13B Day's Range $ 35.39 - $ 36.87 52wk Range $ 17.88 - $ 84.64 Volume 216K Avg Vol 21M Gross Margin -2267.11 % Still, there is a lot of risk with IonQ. Major tech companies with nearly unlimited resources are competing in the quantum realm, and IonQ's approach to quantum computing m...

AMD and Meta have entered into a 6-gigawatt (GW)agreement to power Meta’s next generation of AI infrastructure across multiple generations of AMD Instinct GPUs. This agreement expands on the companies’ existing strategic partnership and aligns roadmaps across silicon, systems and software to deliver AI platforms purpose-built for Meta’s workloads. The first deployment will use a custom AMD Instinct GPU based on the MI450 architecture to deliver AI platforms that are optimized for Meta’s workloads at gigawatt-scale. Shipments supporting the first gigawatt deployment are scheduled to begin in the second half of 2026 powered by the custom AMD Instinct MI450-based GPU and 6th Gen AMD EPYC CPUs, codenamed “Venice,” running ROCm software and built on the AMD Helios rack-scale architecture. AMD Helios was developed jointly by AMD and Meta through the Open Compute Project to enable scalable, rack-level AI infrastructure. “This multi-year, multi-generation collaboration across Instinct GPUs, EPYC CPUs and rack-scale AI systems aligns our roadmaps to deliver high-performance, energy-efficient infrastructure optimized for Meta’s workloads, accelerating one of the industry’s largest AI deployments and placing AMD at the center of the global AI buildout,” said Lisa Su, chair and CEO of AMD. Mark Zuckerberg, founder and CEO of Meta said this is an important step for Meta as the company diversifies their compute. “I expect AMD to be an important partner for many years to come,” he said. In addition to the collaboration on GPUs, AMD and Meta are expanding their AMD EPYC processor partnership. Meta has been a close partner over multiple generations, deploying millions of AMD EPYC CPUs and significant deployments of AMD Instinct MI300 and MI350 series GPUs across their global infrastructure. As AI infrastructure grows in scale and complexity, CPUs are a strategic pillar of the AI compute stack, enabling efficiency, scalability and orchestration alongside GPUs. Building on deep roadma...

YouTube is expanding its likeness detection technology, which identifies AI-generated deepfakes, to a pilot group of government officials, political candidates, and journalists, the company announced Tuesday. Members of the pilot group will gain access to a tool that detects unauthorized AI-generated content and lets them request its removal if they believe it violates YouTube policy. The technology itself launched last year to roughly 4 million YouTube creators in the YouTube Partner Program, following earlier tests. Similar to YouTube’s existing Content ID system, which detects copyright-protected material in users’ uploaded videos, the likeness detection feature looks for simulated faces made with AI tools. These tools are sometimes used to try to spread misinformation and manipulate people’s perception of reality, as they leverage the deepfaked personas of notable figures — like politicians or other government officials — to say and do things in these AI videos that they didn’t in real life. With the new pilot program, YouTube aims to balance users’ free expression with the risks associated with AI technology that can generate a convincing likeness of a public figure. “This expansion is really about the integrity of the public conversation,” said Leslie Miller, YouTube’s Vice President of Government Affairs and Public Policy, in a press briefing ahead of Tuesday’s launch. “We know that the risks of AI impersonation are particularly high for those in the civic space. But while we are providing this new shield, we’re also being careful about how we use it,” she noted. Image Credits:YouTube Miller explained that not all of the detected matches would be removed when requested. Instead, YouTube would evaluate each request under its existing privacy policy guidelines to determine whether the content is parody or political critique, which are protected forms of free expression. The company noted it’s advocating for these protections at a federal level, too, with its su...

The semiconductor industry has flourished over the past couple of years, and the bull run continues into 2026. Robust demand, fueled by the optimism surrounding artificial intelligence (AI), led to a massive surge in semiconductor sales in 2024 and 2025. This year has again started on a high note, with sales surging in January and poised to grow further, driven by a solid AI infrastructure boom. Given this scenario, it would be ideal to invest in semiconductor stocks, such as Analog Devices ADI, NXP Semiconductors NXPI, Taiwan Semiconductor Manufacturing Company Limited TSM and NVIDIA Corporation NVDA,which have great potential for growth this year. Semiconductor Sales Jump in January Semiconductor sales totaled $82.5 billion sequentially in January, up 3.7% from December’s total of $79.6 billion, the Semiconductor Industry Association (“SIA”) reported last week. On a year-over-year basis, semiconductor sales jumped a solid 46.1% from January 2025’s total of $56.5 billion. John Neuffer, SIA president and CEO, said, “Following the semiconductor industry’s highest-ever sales total in 2025, the global chip market continued to grow in January of this year, topping December’s results and far outpacing sales from January of last year.” This comes after a solid 2025 wherein semiconductor sales totaled $791.7 billion, a year-over-year jump of 25.6% from $630.5 billion. Microchips have become key to nearly every modern and emerging technology, including IoT, 6G, and AI. Robust demand from the automotive sector has also been helping boost sales. Meanwhile, the AI sphere remains vast and still largely untapped, prompting major technology companies to invest billions of dollars into its development. As AI applications continue to grow, the use of specialized AI chips is expanding from high-end data centers to everyday consumer electronics. At the same time, demand for memory components such as NAND flash and DRAM is starting to recover, supporting more advanced computing requir...

The semiconductor industry has flourished over the past couple of years, and the bull run continues into 2026. Robust demand, fueled by the optimism surrounding artificial intelligence (AI), led to a massive surge in semiconductor sales in 2024 and 2025. This year has again started on a high note, with sales surging in January and poised to grow further, driven by a solid AI infrastructure boom. Given this scenario, it would be ideal to invest in semiconductor stocks, such as Analog Devices ADI, NXP Semiconductors NXPI, Taiwan Semiconductor Manufacturing Company Limited TSM and NVIDIA Corporation NVDA,which have great potential for growth this year. Semiconductor Sales Jump in January Semiconductor sales totaled $82.5 billion sequentially in January, up 3.7% from December’s total of $79.6 billion, the Semiconductor Industry Association (“SIA”) reported last week. On a year-over-year basis, semiconductor sales jumped a solid 46.1% from January 2025’s total of $56.5 billion. John Neuffer, SIA president and CEO, said, “Following the semiconductor industry’s highest-ever sales total in 2025, the global chip market continued to grow in January of this year, topping December’s results and far outpacing sales from January of last year.” This comes after a solid 2025 wherein semiconductor sales totaled $791.7 billion, a year-over-year jump of 25.6% from $630.5 billion. Microchips have become key to nearly every modern and emerging technology, including IoT, 6G, and AI. Robust demand from the automotive sector has also been helping boost sales. Meanwhile, the AI sphere remains vast and still largely untapped, prompting major technology companies to invest billions of dollars into its development. As AI applications continue to grow, the use of specialized AI chips is expanding from high-end data centers to everyday consumer electronics. At the same time, demand for memory components such as NAND flash and DRAM is starting to recover, supporting more advanced computing requir...

(Bloomberg) — Alphabet Inc.’s Google (GOOG) is introducing artificial intelligence agents across the Pentagon’s three million-strong workforce to automate routine jobs, according to a senior defense official. Google’s Gemini AI agents, which can undertake work independently on behalf of a user who sets them tasks, will initially operate on unclassified networks, said Emil Michael, the under secretary of defense for research and engineering. “We’re starting with unclassified because that’s where most of the users are, and then we’ll get to classified and top secret,” Michael said in an interview, adding that talks with Google over using the agents on the classified cloud are underway. “I have high confidence they’re going to be a great partner on all networks.” The new feature will allow civilian and military personnel at the Defense Department to build AI agents using natural language, Google Vice President Jim Kelly said in a blog post Tuesday. A Google Cloud spokesperson didn’t respond to a request for comment about whether it is negotiating to put AI agents on the classified cloud. The military’s expanding use of AI is fueling controversy at many of the cutting-edge American companies developing the technology. In the Iran war, the US has used AI to help identify targets and speed processes, allowing for the unprecedented intensity of the bombing campaign. The Pentagon has been bringing online more products from the likes of OpenAI and Google as part of a push to speed AI adoption in the military. That effort triggered its escalating feud with Anthropic PBC, which sought guardrails on using its technology for domestic surveillance and in fully autonomous weapons. In response, the Defense Department labeled the company a supply-chain risk last week. Anthropic is suing the government over the designation, which is typically reserved for companies from countries the US views as adversaries. Michael, who led negotiations with Anthropic, said the issue wouldn’t be res...

格隆汇3月10日｜道琼斯指数跌幅扩大，现跌0.5%，最新报47498.52点。

此次出售包括捷飞络品牌、特许经营商 Premium Velocity Auto，以及由独立加盟商拥有和运营的门店网络 壳牌同意以 13 亿美元 的交易价格，将捷飞络（Jiffy Lube）出售给莫诺迈资本合伙人公司（Monomoy Capital Partners）。23 年多前，壳牌通过收购鹏斯 - 贵格州立石油公司（Pennzoil‑Quaker State），将这家汽车服务连锁品牌纳入旗下。 壳牌表示，此次出售资产包括：捷飞络品牌、特许经营商 Premium Velocity Auto，以及由独立加盟商拥有并运营的门店网络。 捷飞络在全球拥有 超过 2000 家门店 。 壳牌称，公司将保留鹏斯、贵格州立、 Rotella 及其他壳牌润滑油品牌，同时继续在美国和加拿大开展面向消费、商业及工业领域的润滑油营销、生产与分销业务。 壳牌表示，此举是 **“把握有利的市场机遇”**。通过此次资产剥离，公司可将这项非美国润滑油业务核心资产变现，并将资金再投资于更高回报的项目。 捷飞络业务占壳牌在美国和加拿大润滑油总销量的 6.5% 。 壳牌在 2002 年以约 29 亿美元 （含承担债务）收购鹏斯 - 贵格州立石油公司，当时此举是为巩固其在美国成品油市场的地位。 责任编辑：郭明煜

Amazon's (AMZN.US) record-breaking bond issuance shakes the market! Renewed debate on the 'AI bubble' ignited as a record AI arms race intensifies. 富途牛牛

Amazon (AMZN) Targets Up to $42B in Massive Bond Sale Wall Street Pit

Neither the author, Tim Fries, nor this website, The Tokenist, provide financial advice. Please consult our website policy prior to making financial decisions. Shares of NVIDIA Corporation (NVDA) edged higher on Tuesday after AI startup Thinking Machines Lab announced a sweeping multi-year strategic partnership with the chipmaker, combining a significant equity investment with a commitment to deploy at least one gigawatt of NVIDIA’s next-generation Vera Rubin processors. The deal, announced jointly by both companies on March 10, 2026, underscores the relentless appetite for AI computing infrastructure and cements NVIDIA’s dual role as both a hardware supplier and a major financial backer of the AI ecosystem. Thinking Machines Lab, founded by former OpenAI Chief Technology Officer Mira Murati, has quickly emerged as one of Silicon Valley’s most closely watched AI startups, and this partnership is expected to dramatically accelerate its ability to train frontier AI models at scale. AI Startup Partners With Nvidia for Massive Vera Rubin Deployment Under the terms of the agreement, Thinking Machines Lab will deploy at least one gigawatt of NVIDIA Vera Rubin systems, with deployment targeted for early next year. The computing capacity will be used primarily to train the startup’s artificial intelligence models and to power platforms designed to deliver customizable AI at scale. The partnership also includes a collaborative effort to design training and serving systems optimized for NVIDIA architectures, with a stated goal of broadening access to frontier AI and open models for enterprises, research institutions, and the scientific community. Financial terms of the deal were not disclosed, though industry executives have noted that one gigawatt of computing power, enough to supply roughly 750,000 U.S. homes, can carry a price tag of around $50 billion. NVIDIA has also made a direct equity investment in Thinking Machines Lab as part of the agreement, adding to its prior pa...

3月10日，富临运业（002357）与腾讯（K80700）云签署数字化转型服务协议。此次签约不仅是战略合作的延续，更是一次从生态、业务到思维的全方位对标提升。生态层面，双方将借力腾讯（K80700）生态，共同激活“天府行”平台超600万用户流量，推动数实融合；业务层面，腾讯（K80700）将助力富临运业（002357）实现业务模式升级，构建面向未来的出行服务综合运营商能力。(人民财讯)

Amazon has kicked off a bond sale that could raise at least $37 billion. Ed Ludlow reports. (Source: Bloomberg)

格隆汇3月10日｜荣耀CEO李健3月10日接受媒体采访时表示，荣耀与阿莱联合打造的全新影像技术将超过苹果影像。此前，在2026世界移动通信大会上，荣耀与享誉全球的影像设备品牌阿莱宣布将展开战略技术合作。

RHJ/iStock via Getty Images Lynas Rare Earths ( LYSCF ) ( LYSDY ) said Tuesday it revamped its rare earths supply agreement with Japan, securing a firm commitment for at least 5K metric tons/year of ‌key magnet material neodymium‑praseodymium. Lynas ( LYSCF ) ( LYSDY ) said it will set aside up to 75% of its heavy rare earth oxide supply ​for Japan, with Japan Australia Rare Earths committing ​to buy half of the company's total heavy rare earth production. The deal keeps Lynas' ( LYSCF ) ( LYSDY ) total supply capacity at as much as ​to 7,200 tons/year through 2038, but locks in a $110/kg floor ⁠price for the 5K-ton annual commitment; if prices rise above $150/kg, Japan Australia Rare Earths gets 30% of the gain capped at $10M/year. Lynas ( LYSCF ) ( LYSDY ) CEO Amanda Lacaze said the deal will provide Japanese industry with a "reliable supply" of rare ​earth products, and "the implementation of fair market pricing will reduce price volatility for Lynas and enable continued growth and investment in our operations." More on Lynas Rare Earths Lynas Rare Earths Q2 2026 Earnings Call Transcript Lynas Rare Earths: Rare Earth Reserve Opportunity Lynas Rare Earths: Strategically Positioned, But Premium Priced In

以色列外交部在X平台上表示，伊朗正在向以色列平民发射集束炸弹。 该部表示，这种针对平民“蓄意且反复”的使用表明，伊朗正试图最大化平民伤亡。 责任编辑：李肇孚

Amazon Stock (AMZN) Flat on Turn to Bond Market to Raise Up to $42B TipRanks

Intel Corporation (Nasdaq: INTC) stands today at the most critical juncture in its 58-year history. After a decade defined by manufacturing delays, market share erosion to rivals like AMD and NVIDIA, and a sweeping organizational restructuring in 2024, the "Chipzilla" of old is attempting a high-stakes resurrection. As of March 2026, the industry is no longer asking if Intel can survive; they are asking if its ambitious "IDM 2.0" strategy—transitioning into a world-class foundry while maintaining its design edge—can finally deliver consistent alpha for investors. With the high-volume launch of the 18A process node and the rise of the AI PC, Intel is no longer just a legacy processor company; it is a test case for the future of American semiconductor manufacturing. Historical Background Founded in 1968 by Robert Noyce and Gordon Moore, Intel was the architect of the digital age. Its shift from memory chips to microprocessors in the 1970s, led by the legendary Andy Grove, established the x86 architecture as the global standard for personal computing and data centers. For decades, "Intel Inside" was synonymous with performance leadership, underpinned by Moore’s Law. However, the 2010s saw a period of complacency. Struggles with the 10nm and 7nm process nodes allowed Taiwan Semiconductor Manufacturing Company (TSMC) to seize the manufacturing lead, while Advanced Micro Devices (Nasdaq: AMD) utilized TSMC’s superior nodes to gain massive ground in the server and desktop markets. By the time Pat Gelsinger returned as CEO in 2021, Intel was a company in crisis, trailing in both process technology and the burgeoning AI accelerator market dominated by NVIDIA (Nasdaq: NVDA). Business Model Intel’s business model has undergone a radical transformation into two distinct, yet symbiotic, entities: Intel Products: This includes the Client Computing Group (CCG), which dominates the laptop and desktop markets; the Data Center and AI (DCAI) division, housing the Xeon processor line a...

核心分歧在于：该项目是如合作方所言，瞄准全球市场，还是如批评者所称，仅局限于欧洲内部 作者：克里斯蒂娜・加拉多 空中客车 、莱昂纳多和泰雷兹旗下航天部门拟议的一项 65 亿欧元 合并计划，因引发对市场竞争的担忧，正遭到部分竞争对手的反对。 德国卫星制造商 OHB 首席执行官马尔科・富克斯表示，他担心该交易可能对为竞标欧盟及欧洲航天局项目而组建的欧洲联合体产生影响。 据两位知情人士透露，西班牙英德拉系统旗下子公司英德拉航天也反对此次合并。 对此，泰雷兹和莱昂纳多表示，该项目瞄准的是 全球市场 —— 当前全球航天市场由垂直整合型、国家背景的行业巨头主导，强强联合将打造出一家能在 2030 年与之抗衡的欧洲企业。空中客车则拒绝对相关担忧置评。 这些反对声音意味着，空中客车、莱昂纳多和泰雷兹的航天合并案在后续监管流程中可能面临阻碍。欧盟监管机构过去曾以反垄断为由，否决过旨在打造欧洲行业龙头的大型交易，例如 西门子 与阿尔斯通的铁路业务合并、塔塔钢铁与 蒂森克虏伯 炼钢业务合并等。 空中客车、莱昂纳多和泰雷兹去年 10 月宣布，已达成初步协议，将旗下卫星与航天系统制造业务合并，组建一家估值 65 亿欧元（约 75.6 亿美元） 的企业，目标是打造能与埃隆・马斯克旗下 SpaceX 竞争的欧洲航天巨头。 该项目目前代号为 Bromo ，需获得欧盟执行机构欧盟委员会的反垄断审批，最早预计 2027 年才有结果。据一位知情人士称，合作方预计将在未来几周内向欧盟委员会提交合并申请。 一些未参与该项目的欧洲航天企业认为，此举将削弱欧洲内部的竞争。当前，受俄乌冲突及对美国安全承诺担忧下欧洲追求战略自主的推动，欧洲大陆卫星需求正不断上升。 OHB 首席执行官马尔科・富克斯 富克斯在采访中表示：“欧洲机构市场正因军事项目而扩大需求，此时却出现供应端整合，我认为这很不妥。” 双方的核心分歧在于：该项目是如合作方宣称的那样 进军全球市场 ，还是如反对者所反驳的那样，仅局限于欧洲本土。 OHB 与泰雷兹阿莱尼亚航天公司合作密切，而后者正是本次交易中拟并入新公司的业务之一。OHB 的富克斯表示，一旦合并完成，这家由泰雷兹与莱昂纳多合资的企业可能不再愿意与 OHB 合作。 富克斯称：“这样的合并显然会影响合作选择与竞标方案。各方都将在欧盟委员会和反垄断程序中拿出各自的法律论据。” 欧盟委员会已提议将 ...

Mirra Andreeva’s Indian Wells title defense met a bad-tempered end on Monday as Katerina Siniakova stunned the Russian teenager 4-6, 7-6, 6-3. The 18-year-old opened her bid to retain her crown with a dominant 6-0, 6-0 demolition of Solana Sierra. But she was in trouble early and often against Siniakova, the world No 44, in a rollercoaster contest that ended with a shot from the Czech that hit the net cord and dribbled over in one last frustrating moment. Andreeva threw her racket as she approached the net before gesturing and appearing to swear at the crowd several times as she left the court. “I’m not really proud of how I managed it,” said Andreeva, but added the profanities picked up by courtside microphones weren’t directed at the fans. “It was to myself, to everyone, basically,” said Andreeva. “I mean, after the loss, I just get very angry, so I say those things sometimes to myself. I mean, first to myself, of course, but then, yeah, it was just anger coming out, just a lot of emotions. Not really towards anyone.” Andreeva has admitted she has struggled to contain her emotions throughout her young career, and after Monday’s loss she said it was an area she needs to address. “Those are the things that [I] really need to work on soon,” she said. “I don’t know. Not in the future but whenever I get the chance. Yeah, I hope that I can work on it and I get better in that, as well.” Siniakova, a former doubles number one, admitted the net cord shot was an awkward way to seal the win in a match that featured seven service breaks for each player and 43 break chances between them. “Of course I’m happy [the ball] went on the other side,” she said. “I was, like, should I cheer? It’s a really tricky finish. But definitely I will not say I’m not happy.” Andreeva’s gestures after the match were not her first outburst of the day. She threw her racket after losing the second set tiebreaker before smashing it, resulting in a code violation. She regrouped to break Siniakova for ...

格隆汇3月10日｜包括Citadel、ExodusPoint Capital Management和Millennium Management在内的对冲基金均出现亏损，上周跌幅在1.1%至3.7%之间。Citadel旗下主力Wellington基金上周亏损2%，其中宏观业务受损明显。据知情人士透露，该基金今年2月底前累计上涨2.9%。ExodusPoint的多策略基金上周回吐年内全部收益，知情人士表示该基金前两个月累计上涨2.6%。

美国食品药品监督管理局周二批准了一款已有数十年历史的处方维生素亚叶酸钙（leucovorin），用于治疗特定成人和儿童群体中的一种罕见遗传病，这也是该病症的首款获批疗法。 此举出台数月前，特朗普政府曾将亚叶酸钙宣传为可用于更广泛自闭症谱系障碍患者的潜在治疗药物。这一说法在医学界和科研界引发部分质疑，但却让许多患儿家庭感到振奋，并导致美国该药物的处方量大幅飙升。 一名美国食品药品监督管理局官员周一向记者表示：“我们没有足够的数据证明它对更广泛的自闭症群体有效”，但同时称，美国食品药品监督管理局对药企开展亚叶酸钙治疗自闭症的研究持开放态度。 该药物也被称为亚叶酸（folinic acid），是维生素B9的一种合成形式，此前一直用于减轻化疗的毒性副作用。仅有少量小型试验表明，亚叶酸钙作为超说明书用药，可能对自闭症儿童有效；部分家庭称，该药帮助原本无语言能力的孩子提升了语言和社交能力。 要求匿名的美国食品药品监督管理局官员周一告诉记者，他们最初对亚叶酸钙用于自闭症治疗展开了广泛评估，最终将获批范围收窄至脑叶酸缺乏症这一较小患者群体。这是一种罕见的基因突变疾病，会导致关键营养素叶酸无法正常进入大脑。 该病与自闭症存在部分相似症状，通常在2岁以下幼儿中发病，可能导致严重发育迟缓、癫痫、肌肉控制障碍及其他严重神经并发症。 官员表示，美国食品药品监督管理局发现，针对该病症患者使用亚叶酸钙的研究数据质量最高，足以支持扩大适应症批准；此次批准既适用于该药物的仿制药，也适用于 葛兰素史克 （GSK）的原研药Wellcovorin。 “这组数据呈现出最大的疗效幅度，”一名美国食品药品监督管理局官员在电话会议中说，“因此我们将适用人群聚焦于此，因为我们认为这既有最充分的科学依据，又能带来最显著的治疗效果，足以弥补数据来源中的部分局限。” 此次批准基于对该领域已发表文献（包括病例报告）的系统综述，并非随机对照临床试验。该官员承认系统综述可能存在偏倚，但强调治疗效果非常显著，足以抵消这些顾虑。 官员还称，美国食品药品监督管理局正鼓励现有亚叶酸钙生产商扩大产能，以应对更高的需求。葛兰素史克虽在1983年至1997年期间最初销售该药物，但在9月表示，暂无计划重新上市并自主生产。 美国食品药品监督管理局药物评价与研究中心代理主任特雷西・贝丝・赫格博士在周二的声明中表示，此次批准体现了美国食品药品监督管...