全美地产经纪商协会周二公布，2月包括单户住宅、联排别墅、公寓及合作公寓在内的成屋销售总量经季节调整后环比增长1.7%，折合成年率为409万户，高于1月经修正后的402万户。销售增速超出预期；根据共识预期，经济学家此前预计为389万户。不过报告显示，成屋销售较去年同期仍下降1.4%。 全美地产经纪商协会首席经济学家Dr． Lawrence Yun表示：“住房负担能力正在改善，消费者对此作出反应。但要恢复到疫情前的交易活动水平仍有很长的路要走。目前就业岗位较2019年增加逾600万个，但年度房屋销售量却减少了100万套。” Dr． Lawrence Yun补充称：“尽管房屋销售略有增长，但相较于薪资增 长和 就业增加，实际住房需求仍然低迷。目前薪资涨幅已超过房价涨幅近四个百分点。抵押贷款利率也较去年同期显著下降。” 责任编辑：张俊 SF065

Image source: The Motley Fool. Tuesday, Mar. 10, 2026 at 9 a.m. ET Call participants Chief Executive Officer — Dylan Taylor Chief Financial Officer — Filipe de Sousa Chief Strategy Officer — Adi Padva Takeaways Total net sales -- Increased 15% year over year, with 33% growth when excluding the wind-down of the legacy NASA services contract in Space Solutions. -- Increased 15% year over year, with 33% growth when excluding the wind-down of the legacy NASA services contract in Space Solutions. Defense and National Security segment growth -- Net sales rose 59% year over year, mainly led by Next Generation Interceptor and classified programs. -- Net sales rose 59% year over year, mainly led by Next Generation Interceptor and classified programs. Space Solutions segment -- Net sales declined 36% year over year due to the planned conclusion of a legacy NASA services contract. -- Net sales declined 36% year over year due to the planned conclusion of a legacy NASA services contract. Backlog -- Reached $266 million at year-end, up 33% year over year and 41% sequentially from the prior quarter, supporting increased revenue visibility. -- Reached $266 million at year-end, up 33% year over year and 41% sequentially from the prior quarter, supporting increased revenue visibility. Adjusted EBITDA (full year) -- Loss of $69.9 million compared to a $30 million loss in the prior year, reflecting increased R&D, hiring, and infrastructure investments. -- Loss of $69.9 million compared to a $30 million loss in the prior year, reflecting increased R&D, hiring, and infrastructure investments. Adjusted EPS (full year) -- Loss of $2.05 compared to a $5.72 loss, with improved per-share results reflecting a higher post-IPO share count. -- Loss of $2.05 compared to a $5.72 loss, with improved per-share results reflecting a higher post-IPO share count. Innovation spend -- Over 20% of revenue allocated to internally and customer-funded R&D during the period, with plans to increase that rate fur...

A company's own top management tend to have the best inside view into the business, so when company officers make major buys, investors are wise to take notice. Presumably the only reason an insider would take their hard-earned cash and use it to buy stock of their company in the open market, is that they expect to make money — maybe they find the stock very undervalued, or maybe they see exciting progress within the company, or maybe both. So in this series we look at the largest insider buys by the ''top brass'' over the trailing six month period, one of which was a total of $1M by Timothy C. Gokey, CEO at Broadridge Financial Solutions (Symbol: BR). Purchased Insider Title Shares Price/Share Value 03/06/2026 Timothy C. Gokey CEO 5,300 $194.49 $1,030,794.35 Gokey's average cost works out to $194.49/share. In trading on Tuesday, bargain hunters could buy shares of Broadridge Financial Solutions (Symbol: BR) and achieve a cost basis lower than Gokey, with shares changing hands as low as $187.89 per share. Shares of Broadridge Financial Solutions were changing hands at $186.58 at last check, trading down about 4% on Tuesday. The chart below shows the one year performance of BR shares, versus its 200 day moving average: Looking at the chart above, BR's low point in its 52 week range is $163.71 per share, with $271.91 as the 52 week high point — that compares with a last trade of $186.58. The current annualized dividend paid by Broadridge Financial Solutions is $3.9/share, currently paid in quarterly installments, and its most recent dividend has an upcoming ex-date of 03/16/2026. Below is a long-term dividend history chart for BR, which can be of good help in judging whether the most recent dividend with approx. 2.1% annualized yield is likely to continue. Click here to find out which other top insider buys by the ''top brass'' you need to know about » Also see: • CRY Historical Stock Prices • Climb Bio Past Earnings • Funds Holding ALDS The views and opinions express...

Nigel Farage has been accused of making a U-turn after he said Britain should not get involved in Donald Trump’s war with Iran. His comments on Tuesday contrasted with his previous assertion that the “gloves need to come off” when dealing with Iran. A Labour party spokesperson said: “Reform wanted the UK to go to war in Iran and are now trying to cover up the consequences for British families, including higher fuel prices.” While Farage has insisted he does not heed public opinion, a YouGov poll showed Reform’s 2024 voters are split, with nearly a quarter (24%) wanting the UK to actively join the attack on Iran and 63% supporting either a retaliatory or defensive position. The conflict has exposed existing fault lines among senior Reform figures over foreign policy and the extent to which the UK should take a more isolationist “Britain First” position – an echo of splits in Trump’s own conservative base in the US. Here is what key figures have said. Nigel Farage On Tuesday, Farage said: “There are differing opinions as to whether we should physically join the attacks. I, as leader, am saying to you, if we can’t even defend Cyprus, let’s not get ourselves involved in another foreign war.” This contrasts with his first public comments after the start of the war, when he said that he was in favour of “regime change” in Iran and told a press conference in Westminster: “We should do all we can to support the operation.” Richard Tice Reform’s deputy leader has taken a gung-ho stance from the start. In recent years, he has split his time between his Lincolnshire constituency and Dubai, where his partner lives. “We would be helping the Americans and the Israelis in any way they saw appropriate because this is a strategic, permanent threat to all of our safety and interest,” he has said. “If requests were made, we would have been saying: ‘Yes, we are pleased to help.’” Robert Jenrick The former Conservative minister and Reform Treasury spokesperson laid out an explicitly “ha...

Sergey Shulgin/iStock via Getty Images Investment thesis Note: This is an update to my previous article. Crexendo (NASDAQ: CXDO ) is at a point where its software continues to grow 20-25% organically, while AI can enhance its value proposition with less investment. Also, they have recently begun making acquisitions to accelerate growth, paying with cash at a reasonable price, which positions the company as a buy opportunity due to its high growth rate at a fair valuation. Where's the operating leverage? It's been over a year since I first covered Crexendo and the stock has performed well even considering the volatility we're experiencing in the market. During this time we have seen the emergence of AI as a code generator, something that has raised questions about the commoditization of software in the future and has hit software stocks a lot, although Crexendo has not been affected too much, at least in terms of the stock price. That's why I think its worth discussing this and catching up on the results the company has reported over the last five quarters since I last covered it. Seeking Alpha At the beginning of March , Crexendo reported its Fiscal Year 2025 results, which showed sales growth of 12%, up from the 14% growth reported in fiscal year 2024. Notably, the software segment, which has better gross margins and is paid by the customer as a recurring subscription, grew by 18% and already represented 45% of sales in the quarter, compared to 43% a year before. This will be important for the company to achieve recurring sales with higher margins in the future. One aspect that somewhat disappointed me was seeing that operating leverage wasn't having enough of an effect. At this point I expected to see margins at an all-time high, but instead we see that the operating margin has remain at 6-7% for a couple quarters now. This is surprising considering that the software segment has higher margins and is becoming more important in sales, so in theory, this shift shoul...

photosvit Shares of Rivian Automotive ( RIVN ) were gaining ground on Tuesday and notched an 8% gain thanks to an upgrade at TD Cowen to Buy from Hold amid expectations for favorable demand projections for the company’s R2 mid-sized SUV. Rivian ( RIVN ) will debut the R2 on Thursday at SXSW in Austin, Texas, with pricing expected to place the vehicle competitively with Tesla’s ( TSLA ) Model Y, the Hyundai (HYMTF) Ioniq5, and the Ford ( F ) Mustang Mach-E. “Our newly introduced Rivian R2 model suggests full scale US demand in the 212K to 335K range, supporting an above-consensus 2027 outcome,” TD Cowen analyst Itay Michaeli said in a note to clients, with his expectations exceeding consensus estimates for the vehicle. Accordingly, Michaeli believes this will narrow the company’s anticipated 2027 EBITDA loss and lead to a higher terminal multiple of 17x versus 14.5x. With shares down more than 10% so far this year, Michaeli believes the stock now presents a favorable risk/reward. Michaeli raised his price target for Rivian by 18% to $20, suggesting a 26% upside from Monday’s close. More on Rivian Rivian Automotive, Inc. (RIVN) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Rivian Automotive, Inc. (RIVN) Presents at J.P. Morgan 2026 Global Leveraged Finance Conference Transcript Rivian Automotive's Drive Higher Doesn't Mean This Bumpy Ride Is Over Rivian hopes to make a splash at SXSW with the R2 launch Affordability and EVs: Industry leaders look to cheaper EVs to reignite demand

ASML Holding (NASDAQ:ASML) stock tumbled 5.5% last Friday after reports surfaced that top Chinese semiconductor executives are urging national policies to develop “China’s ASML.” The Dutch company’s monopoly on extreme ultraviolet (EUV) lithography equipment is the only way chipmakers can produce the advanced semiconductors powering AI workloads. Without ASML’s machines, Taiwan Semiconductor Manufacturing (NYSE: TSM), ... Why ASML Investors Shouldn’t Worry About Competition From China

Apple currently assembles all models of the latest iPhone 17 series in India. Credit: Erman Gunes/Shutterstock.com. Apple has expanded its iPhone manufacturing capabilities in India, now producing approximately 25% of its global output in the country, after increasing local output by 53% compared to the previous year, reported Bloomberg. This development signifies the company’s strategic shift to reduce reliance on China and mitigate associated tariffs. According to sources familiar with the matter, in 2025, the company assembled around 55 million iPhones in India, up from 36 million in 2024. Worldwide, Apple manufactures between 220 million and 230 million iPhones annually, with India’s contribution rising substantially. The shift towards Indian manufacturing follows ongoing US tariffs on Chinese exports amid the trade dispute between the two countries, which has prompted Apple and its suppliers to relocate a greater share of production for the American market outside China. India has emerged as a significant alternative, driven partly by government production-linked incentive programmes aiming to boost electronics manufacturing and exports. GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence Although Apple continues to produce most iPhones in China, costs for components and assembly remain higher in India compared to China and Vietnam. This cost disparity has led manufacturers such as Apple and Samsung Electronics to seek further support from the Indian government. Talks are ongoing regarding additional incentives as existing smartphone subsidies are set to expire on 31 March. Changes in US policy regarding tariffs on Chinese exports are also influencing these discussions as India seeks to maintain competitiveness. Apple currently assembles all models of the latest iPhone 1...

The Magnificent Seven, the Lag-nificent Seven, the Terrific or Terrible Two, whatever you want to call them, they’re no longer the darlings of this market. With President Trump recently saying things like the Iran war will be over “pretty quickly,” though, perhaps there is room for hope and a potential comeback in the freshly corrected ... The Mag 7 or Terrific 2? Which Tech Giants are Best Positioned for What Comes Next in AI?

NeoLeo The surging costs of memory, combined with a recent increase in prices for CPUs, especially those for entry-level laptops, could prompt retail price increases as high as 40% for mainstream notebooks, according to an analysis by TrendForce. "TrendForce estimates that to preserve existing margin structures for both notebook brands and distribution channels, the retail price of a mainstream notebook with an original MSRP of US$900 could rise by nearly 40%," they said in a Tuesday report. This possible price spike stands at odds with Apple's ( AAPL ) newly released, low-cost MacBook Neo , which launched last week starting at $599. It is powered by the A18 Pro chip built on Taiwan Semiconductor Manufacturing's ( TSM ) advanced 3 nm process. DRAM and SSD typically account for 15% of a mainstream notebook's bill of materials, TrendForce said. However, after several consecutive quarters of price increases, it is expected to account for 30%. The higher prices stem from staggering AI data center demand, which is absorbing much of the memory production and supply chain. At the same time, some CPUs are also seeing higher prices. Intel ( INTC ) recently increased the price on some of its entry-level and older-generation notebook CPUs by 15%, TrendForce said. Intel also plans to increase its CPU prices for mainstream and mid-to-high-end platforms during the second quarter of 2026. "As demand for AI-related computing workloads continues to grow, upstream advanced process and packaging capacity has increasingly been prioritized for high-performance computing products, crowding out supply for some entry-level and lower-end CPUs," TrendForce noted. "This shift has begun to limit supply for certain entry-level and lower-end CPUs, leading to tighter availability for Intel's entry-level notebook platforms." However, the report noted that tier-one brands, such as Apple, have an advantage due to long-term contracts and larger purchasing volumes, which help them secure more stable p...

Luis Alvarez Small businesses are starting to worry about demand again. In the February National Federation of Independent Business survey released on Tuesday, 11% of small-business owners cited "poor sales" as their single biggest problem, up two percentage points from the prior month and the highest share since July 2025. While still low by historical standards, the increase stands out as the measure has been relatively subdued over the past year. Renaissance Macro Research warned in a social media post that " this is not the best sign for the labor market" if history serves as a guide, pointing to a chart plotting the "poor sales" gauge against the U.S. unemployment rate. The rise in the "poor sales" gauge comes against a backdrop of a national labor market that has been showing signs of softening, with February nonfarm payrolls in contraction. Market-tracking funds: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). Renaissance Macro Research More on iShares Russell 2000 ETF, Vanguard Small-Cap Index Fund ETF Shares, etc. From HALO To AURA: The Next Rotation In AI Markets The Markets Are Forcing A Change In Course Investors Find Hope In The Fog Of War S&P 500, Dow extend losses while oil prices further slide, investors continue to monitor the Middle East 3 Things to look out for on Tuesday

Amidst the uncertainty surrounding the Iran conflict, oil has spiked to historic levels. While extreme vertical moves like this are prime candidates for a short position, war-driven oil spikes have a habit of taking their sweet time coming back down to earth. Because of this, I have to adopt a different layering approach when structuring the following trade: Adjusting the timeframe: I typically favor bull call spreads because bullish strategies inherently carry a higher win rate. When I do take the occasional bearish trade, I keep the timeframe tight — usually 14 to 21 days — since pullbacks in a broader bull market are notoriously short lived. However, this geopolitical situation is unique. The uncertainty could easily prop up prices for more than a month. To ensure I buy enough time to be right, I am targeting a longer expiration window of 35 to 50 days. Scaling in: Nobody rings a bell at the top. When fading a strong prevailing trend, there is a high probability the very first entry will go underwater. To manage this, I am building the position slowly and starting extremely small. The beauty of this specific setup — a $1-wide at-the-money bear put spread — is that I can initiate a position for as little as $50 and steadily scale into it as the price action develops. The $110 trigger: I am stalking the $110 level on the United States Oil Fund as my primary threshold. Anytime USO breaks above $110, I will look to layer on another small bearish spread, always ensuring I have at least 40 days until expiration on the newly-added contracts. The trade setup: A bear put spread Now that my bearish bias is locked in, the next step is finding the right vehicle to execute the trade. For this, I am going with a standard bear put spread (also known as a put debit spread). If you pull up the USO option chain for April 17, you will immediately see why I like this product: it is incredibly liquid and features tight, $1-wide strikes. This structure is fantastic for capital efficie...

文章提及标的 纯苯主力合约 -- PVC -- 大商所纯苯主力合约大跌7%，报7687元/吨。聚氯乙烯(PVC)主力合约跌超2%，报5168元/吨。

In the world of urban mobility, Archer Aviation (ACHR +0.77%) stands out as a high-potential stock that could turn a modest investment into life-changing gains. The company's electric vertical takeoff and landing (eVTOL) technology seeks to revolutionize the transportation industry as cities manage demands from rising congestion and sustainability efforts. Could an investment in Archer wind up delivering outsized returns and make you a millionaire, or is the risk simply too high? Let's analyze Archer's business and market opportunity to help determine if this $6 stock is positioned for explosive returns. How eVTOLs promise to change urban mobility Archer's eVTOLs are meant to complement urban mobility networks. The company's flagship aircraft, the Midnight eVTOL, is designed for a maximum range of 100 miles and has completed test flights up to 50+ miles so far. eVTOLs could be a gamechanger for densely populated environments. These vehicles are both fuel-efficient and help mitigate urban congestion often found across traditional transportation methods such as taxis or subway systems. Another subtle use case for Archer's aircraft is defense operations. Much like electric cars, eVTOLs are designed to be quiet compred to conventional helicopters, making them a potential asset. Beyond everyday commuting, eVTOLs can also assist in applications such as disaster relief, logistics, and medical services delivery. Archer has forged strategic partnerships with artificial intelligence (AI) leaders Palantir Technologies and Nvidia, underscoring the immense opportunity the world's biggest companies see in next-generation aviation. Expand NYSE : ACHR Archer Aviation Today's Change ( 0.77 %) $ 0.05 Current Price $ 6.57 Key Data Points Market Cap $4.9B Day's Range $ 6.49 - $ 6.67 52wk Range $ 5.48 - $ 14.62 Volume 114K Avg Vol 37M Gross Margin -663333.33 % The low altitude economy could be worth trillions According to Precedence Research, the global eVTOL market is currently worth a...

Key Points Archer Aviation is a money-losing startup. The company is attempting to build a business around what amounts to air taxis. Wall Street seems to like the story for the most part, but you'll need a strong stomach to stick around. 10 stocks we like better than Archer Aviation › Shares of Archer Aviation (NYSE: ACHR) have fallen more than 33% from their high-water mark over the past few months. That's the second drawdown of that magnitude in the past year. And yet the stock is still up more than 150% over the past 12 months. That volatility is important to keep in mind because if you can't handle a bumpy ride, you won't want to buy this aviation startup no matter how positive the long-term opportunity seems. What does Archer Aviation do? At this point in its life, Archer Aviation builds aircraft for testing purposes. It is currently building a small vertical lift vehicle called Midnight that is meant for traveling short distances while carrying just a few passengers (or a light load of items). Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Midnight is basically an air taxi. It is a completely new form of transportation and regulators are still putting Midnight through its paces. The company has competition, but there is likely to be enough room in the air taxi market for more than one vehicle supplier. The problem right now is that this industrial company is bleeding red ink. It has no choice but to go through this financially painful process, however, because it needs regulator approval before its aircraft can be used commercially. Investors buying the stock are effectively betting that Archer Aviation will be able to get its Midnight aircraft approved. This alone will be a huge success, as it will have effectively proven itself capable of breaking into the highly competitive aerospace industry. That said, just getting the needed approvals is only the first step. The seco...

Tucked under the arcade at 49 Marktgasse in Bern’s historic city center is an opaque glass entranceway with a small sign identifying it as a branch of UBS Group AG, one of hundreds across Switzerland. But the late-Baroque facade of the building conceals a special, darker history, one that reflects persistent political and legal problems for the bank thousands of miles away, in the US. For at least two years in the late 1940s, the building, then owned by a predecessor bank of Credit Suisse, housed a key stop on the secret routes that allowed Nazi officials to escape justice and flee to South America, known as rat lines. That the Swiss bank was landlord to the Argentine Immigration Office is just one of the revelations that has emerged in a multi-year investigation into its servicing of Nazi-linked accounts before, during and after World War II. Credit Suisse at one point had sought to close down the probe as it revealed the depths of those ties. But the inquiry has continued under pressure from Jewish groups and the US Senate . UBS took over Credit Suisse, along with its legal liabilities, in 2023. Now, as the investigation nears its conclusion, UBS is locked in a dispute in a New York court with the Simon Wiesenthal Center , a US-based group known for its pursuit of Nazis, over whether it could face billions of dollars in new financial claims for its wartime business with the Third Reich. Read more: Quest to Find Credit Suisse Nazi Accounts Puts UBS in Spotlight UBS argues that it’s willing to continue the probe — which has cost the bank hundreds of millions of dollars in legal and other experts’ fees — but it wants a court to provide assurances that it won’t face fresh claims for financial restitution based on new revelations. It argues that a landmark 1990s settlement in which UBS and other Swiss banks paid $1.25 billion to settle the claims of Nazi victims covered any potential further liability — known or unknown at the time. US District Judge Edward Korman , wh...

黄金市场在每盎司5200美元的阻力位盘整，对美国楼市初步显现的稳定迹象反应平淡。数据显示，上个月消费者购买的成屋数量超出预期。 全美地产经纪商协会周二公布，2月包括单户住宅、联排别墅、公寓及合作公寓在内的成屋销售总量经季节调整后环比增长1.7%，折合成年率为409万户，高于1月经修正后的402万户。销售增速超出预期；根据共识预期，经济学家此前预计为389万户。不过报告显示，成屋销售较去年同期仍下降1.4%。 全美地产经纪商协会首席经济学家劳伦斯·尹博士表示：“住房负担能力正在改善，消费者对此作出反应。但要恢复到疫情前的交易活动水平仍有很长的路要走。目前就业岗位较2019年增加逾600万个，但年度房屋销售量却减少了100万套。” 尹补充称：“尽管房屋销售略有增长，但相较于薪资增 长和 就业增加，实际住房需求仍然低迷。目前薪资涨幅已超过房价涨幅近四个百分点。抵押贷款利率也较去年同期显著下降。” 黄金市场对最新经济数据反应不大，因其受益于重新获得的技术性看涨动能。现货黄金最新报每盎司5193美元，当日上涨1%。 责任编辑：张俊 SF065

What Wall Street Is Saying About Semiconductor Names Qualcomm (QCOM), Nvidia (NVDA) and SolarEdge (SEDG) Today 24/7 Wall St.

Wall Street is recalibrating its view across three very different technology names this week. Bank of America reinstated Qualcomm (NASDAQ:QCOM) at Underperform with a $145 price target, while maintaining a cautious stance on the chipmaker’s near-term outlook. Truist kept its Buy rating and $283 price target on Nvidia (NASDAQ:NVDA) ahead of the GPU Technology Conference. ... What Wall Street Is Saying About Semiconductor Names Qualcomm (QCOM), Nvidia (NVDA) and SolarEdge (SEDG) Today

What Wall Street Is Saying About Semiconductor Names Qualcomm (QCOM), Nvidia (NVDA) and SolarEdge (SEDG) Today 247wallst.com

Bank of America's Underperform reinstatement on Qualcomm is a more cautious call. The firm points to a mature smartphone market, rising memory costs, the imminent loss of Apple business, and modest growth rates through 2028 as the core concerns. With the handset segment generating $7.82 billion in Q1 FY2026, up just 3% year over year, there is little in the near-term data to challenge that view. BofA's $145 target sits only modestly above the current price, suggesting limited reward for the risks involved.The SolarEdge upgrade is the most dramatic shift of the three. BofA moved the stock from Underperform to Neutral and more than doubled its price target, citing margin stabilization, improved revenue visibility, stronger liquidity, and regained U.S. inverter market share as factors that have materially reduced downside risk. The Q4 2025 results provided the fundamental support: non-GAAP gross margin reached 23.3%, up from 18.8% in Q3, and the company generated operating cash flow of $52.63 million in the quarter. Truist's reaffirmed Buy on Nvidia centers on the upcoming GPU Technology Conference, where the firm expects positive updates on supply, demand, and emerging technologies. The $283 price target reflects confidence that the AI infrastructure build-out still has significant runway. With CEO Jensen Huang publicly bullish on an agentic AI inflection, the conference represents a near-term catalyst for investor sentiment that Truist appears to be positioning around. Wall Street is recalibrating its view across three very different technology names this week. Bank of America reinstated Qualcomm ( NASDAQ:QCOM ) at Underperform with a $145 price target, while maintaining a cautious stance on the chipmaker's near-term outlook. Truist kept its Buy rating and $283 price target on Nvidia ( NASDAQ:NVDA ) ahead of the GPU Technology Conference. And BofA upgraded SolarEdge ( NASDAQ:SEDG ) to Neutral from Underperform, dramatically raising its price target to $40 from $17. T...

Hundreds of ships are stacking up near Hormuz as conflict shakes oil markets and disrupts shipping lanes. Group CEO of V.Group René Kofod-Olsen joined Bloomberg Open Interest to discuss what he's seeing int he region as traffic in the Strait comes to a virtual standstill. (Source: Bloomberg)

Tommy DeCarlo, the frontman of US rock band Boston since 2007, has died of brain cancer, his family have confirmed. “It is with heavy hearts that we share the passing of our dad, Tommy DeCarlo, on Monday, 9 March 2026,” they wrote in a statement. “After being diagnosed with brain cancer last September, he fought with incredible strength and courage right up until the very end. During this difficult time, we kindly ask that friends and fans respect our family’s privacy as we grieve and support one another.” The family had previously shared a GoFundMe page asking for support for the singer’s medical bills after he suffered a sudden brain bleed and underwent an emergency craniotomy in September. Doctors discovered two melanoma masses on his brain and one on his lungs; following treatment, DeCarlo was hospitalised after another brain bleed. DeCarlo joined Boston in 2007 after original frontman Brad Delp killed himself. DeCarlo, a lifelong fan of Boston, had posted an original tribute song to Delp on MySpace, along with covers of the band’s Don’t Look Back and Smokin’, which he sent to the band’s management with an offer to perform at a tribute concert to Delp. They declined – until founding band member Tom Scholz heard the cover and invited DeCarlo along to perform with the remaining band members. “I haven’t heard anyone else sing like that in 35 years,” Scholz is quoted as saying in a bio on the band’s website. Then working as a credit manager at Home Depot in North Carolina, DeCarlo gave his first gig – other than karaoke slots at the local bowling alley – at the 5,000-capacity Bank of America Pavilion in Boston. The group then invited him to join the band. “The most scary time for me was when I walked into rehearsal and met them all for the first time,” DeCarlo said. “As I walked into the building where rehearsal was taking place, I could hear the sound of a kick drum in the distance. I walked through the doors and could not believe it … there was Boston rehearsing D...

Qantas is hiking international fares about 5% as jet fuel prices spike on Middle East tensions. Savanthi Syth, Airlines Managing Director at Raymond James joined Bloomberg Open Interest to discuss the stress points in the airline industry as the war upends travel. (Source: Bloomberg)

TLDR BofA Securities reinstated Qualcomm with an Underperform rating and a $145 price target Apple is phasing out Qualcomm modems from iPhones, costing an estimated $7–8 billion in revenue Samsung will cut Qualcomm’s Galaxy device content from 100% to ~75% in fall 2026 Xiaomi has committed $7 billion to developing its own internal chips BofA projects just 2% annual revenue growth for Qualcomm through fiscal 2028 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Qualcomm stock dropped 3.1% to $133.81 in premarket trading on Tuesday after Bank of America reinstated coverage with an Underperform rating. The stock is now down 19% year-to-date. QUALCOMM Incorporated, QCOM BofA set a $145 price target — implying only about 5% upside from Monday’s close. Analyst Vivek Arya cited weak growth prospects and mounting competitive pressure across Qualcomm’s core markets. The headline risk is Apple. Qualcomm’s modems are expected to be fully phased out of iPhones by fall 2027 as Apple moves to its own in-house chips. BofA estimates the revenue hit at roughly $7–8 billion. Apple, Samsung, and Xiaomi together made up about 54% of Qualcomm’s revenue in fiscal 2025. That concentration is what makes the current moment so uncomfortable for the company. Samsung is moving in a similar direction. Qualcomm’s content share in Samsung’s fall 2026 Galaxy lineup will fall from 100% to around 75%, according to BofA. That’s another chunk of business at risk. Then there’s Xiaomi. The Chinese smartphone maker has committed $7 billion to internal silicon development — a clear signal that it, too, is looking to reduce its reliance on outside chipmakers. “QCOM’s core equity risk is increasingly defined by their three top customers and their willingness to internalize key silicon over time,” Arya wrote. Can Diversification Fill the Gap? Qualcomm has been pushing into automotive...

mustafaU/iStock via Getty Images Focus of Article: The focus of PART 1 of this article is to analyze Blackstone Secured Lending Fund’s ( BXSL ) recent results and compare a handful of the company’s metrics to 11 business development company (“BDC”) peers. This analysis will show past and current data with supporting documentation. Table 1 will compare BXSL’s recent net asset value (“NAV”) economic return (loss), adjusted net investment income (“NII”), stock price to annualized NII ratio, and percentage of total investment income attributable to capitalized payment-in-kind (“PIK”)/deferred interest income to the 11 BDC peers. Table 1 will also provide a premium (discount) to estimated CURRENT NAV analysis using stock prices as of 3/6/2026. Table 2 will compare BXSL’s investment portfolio (including several additional metrics) as of 9/30/2025 and 12/31/2025 to the 11 BDC peers. I am writing this two-part article due to the continued requests that such an analysis be specifically performed on BXSL and some of the company’s BDC peers at periodic intervals. These BDC peers include Ares Capital Corp. ( ARCC ), Capital Southwest Corp. ( CSWC ), FS KKR Capital Corp. ( FSK ), Gladstone Investment Corp. ( GAIN ), Golub Capital BDC Inc. ( GBDC ), Main Street Capital Corp. ( MAIN ), Oaktree Specialty Lending Corp. ( OCSL ), Blue Owl Capital Corp. ( OBDC ), SLR Investment Corp. ( SLRC ), TriplePoint Venture Growth BDC Corp. ( TPVG ), and Sixth Street Specialty Lending Corp. ( TSLX ). Understanding the characteristics of a company’s investment portfolio and operating performance can shed some light on which companies are overvalued or undervalued strictly per a “numbers” analysis. This is not the only data that should be examined to initiate a position within a particular stock/sector. However, I believe this analysis would be a good “starting-point” to begin a discussion on the topic. My Buy, Sell, or Hold recommendation and current price target for BXSL will be in the “Conclusi...

格隆汇3月10日｜交易员称，自伊朗战争爆发以来，土耳其央行已抛售230亿美元外汇，今日又购入20 - 30亿美元外汇。

Image source: The Motley Fool. Tuesday, March 10, 2026 at 9 a.m. ET Call participants Chief Executive Officer — Michael Bender Chief Financial Officer — Jill Timm Vice President, Investor Relations — Trevor Novotny Takeaways Net sales -- Declined 3.9% in the quarter, and four percent for the year, primarily reflecting lower store transactions. -- Declined 3.9% in the quarter, and four percent for the year, primarily reflecting lower store transactions. Comparable sales -- Down 2.8% in the quarter and down 3.1% for the year, with a seventy basis point weather-related impact in January. -- Down 2.8% in the quarter and down 3.1% for the year, with a seventy basis point weather-related impact in January. Digital sales -- Increased low single digits in the quarter and ended flat for the full year, led by higher web traffic but constrained by lower conversion rates. -- Increased low single digits in the quarter and ended flat for the full year, led by higher web traffic but constrained by lower conversion rates. Gross margin -- Expanded by twenty-five basis points to 33.1% of sales in the quarter, driven by strong inventory management and reduced markdowns, partially offset by higher digital shipping costs as penetration rose 220 basis points to 35%. -- Expanded by twenty-five basis points to 33.1% of sales in the quarter, driven by strong inventory management and reduced markdowns, partially offset by higher digital shipping costs as penetration rose 220 basis points to 35%. SG&A expenses -- Decreased $76 million, or 4.9%, in the quarter due to lower store, marketing, and fulfillment costs; for the year, decreased 4.1%. -- Decreased $76 million, or 4.9%, in the quarter due to lower store, marketing, and fulfillment costs; for the year, decreased 4.1%. Adjusted net income -- $125 million in the quarter and $186 million for the year; adjusted diluted EPS of $1.07 in the quarter and $1.62 for the year. -- $125 million in the quarter and $186 million for the year; adjusted d...

Workers prepare butter chicken at Daryaganj restaurant in New Delhi, India, on Monday, Feb. 12, 2024. Daryaganj and Moti Mahal Delux restaurants are in a legal battle over the ownership of butter chicken. Photographer: Saumya Khandelwal/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images The Iran war is causing global disruption, and restaurants in India are under threat because of it. The conflict is threatening India's supply of liquefied petroleum gas (LPG), most of which is imported and the global supply of which is threatened by disruptions in the Strait of Hormuz. On Tuesday, India's Ministry of Petroleum and Natural Gas said that it was directing oil refineries to prioritize supplying LPG to the 330 million households that use it as a primary cooking fuel, over 3 million businesses that use commercial LPG cylinders. This is causing a "crisis situation" that will lead to the closure of many restaurants over the next few days, Sagar Daryani, president of the National Restaurant Association of India, told CNBC. He added that 90% of restaurants in India rely on LPG cylinders to run their kitchens. The industry was already facing low demand and high costs, but if the LPG supply issues persist, it would lead to "closure of business and job losses," Daryani said. The NRAI represents over 500,000 restaurants across India. India's industry generates an annual turnover of over 5.7 trillion rupees ($78.9 billion) and employs over 8 million people, per the NRAI. On Tuesday, India's Ministry of Petroleum and Natural Gas said in an X post that it was directing oil refineries to prioritize LPG supply to households and use imported liquefied natural gas (LNG) for essential commercial sectors such as hospitals and educational institutions. Announcing the shifts in LPG supply, India's Ministry of Petroleum and Natural Gas said it would form a committee to review representations for LPG supply to restaurants, hotels and other commercial industries. The NRAI is urgin...

JHVEPhoto/iStock Editorial via Getty Images Investment Thesis PayPal Holdings, Inc. ( PYPL ) is down another 27% since my last coverage, but it does not fit the profile of a classic value trap even though it is priced as one in the market. It still produces $5-6 billion in free cash flow, has ~22% ROIC, and transacts $1.8 trillion in payment volume annually. While the growth in branded checkout and leadership changes are legitimate concerns for the company’s execution, its underlying profitability and growth in newer businesses like Venmo, BNPL, and enterprise payments are legitimate paths to recovery. It’s trading for less than 10x earnings, implying a long-term decline in business for investors. For investors, the current thesis is moderately bullish as it represents a deep value investment where even a marginal improvement in business can create a significant re-rating in its valuation. Data by YCharts 2026 Growth Backed by $6.4 Billion FCF In my view, PayPal has a high level of financial durability through reliable cash flows and the monetization of diversified assets beyond its core branded checkout business. Despite challenges in specific segments, PayPal maintains highly profitable financials capable of funding operations, capital returns, and new product initiatives without dependency on external financing. I see the indicator of this strength is in the cash flow, as PayPal derived $6.42 billion in cash from operations. This contrasts with the sector median of $188.41 million. I mean, this volume of cash puts PayPal in a distinct category and enables it to direct capital toward stockholder returns. In Q4, PayPal completed $1.5 billion in stock repurchases, bringing the full-year total to $6 billion. Further, PayPal paid its first quarterly dividend of $0.14/share. These moves point to a balance sheet that supports direct capital return programs, with adjusted FCF for the full year totaling $6.4 billion. As I see it, this cash is coming from high margins and ...