格隆汇3月10日｜马士基公司将推出临时应急燃料附加费。

格隆汇3月10日｜据伊朗媒体，伊朗情报部门10日表示，最近几天，已查明并逮捕了30名为美国和以色列工作的间谍，其中包括一名外国公民。

Key Points Small caps are having a strong rebound this year thanks to improving earnings, attractive value, and lower rates. Given how long they've underperformed large caps, small caps could be setting up for an extended run. The iShares Core S&P Small Cap ETF adds a quality screen to its small-cap coverage, giving it an advantage over other similar ETFs. 10 stocks we like better than iShares Core S&P Small-Cap ETF › After years of lagging the S&P 500, small caps are finally having a moment again. While large caps are still mostly flat on the year, the iShares Core S&P Small Cap ETF (NYSEMKT: IJR) is up more than 7% year to date (as of March 3, 2026). The artificial intelligence (AI) narrative has played a big part in this. The market has begun looking at things through the lens of how industries will be disrupted by AI, not how profitable it can make the big tech companies. That has led to a major rotation away from tech and into more undervalued areas of the economy. Small caps fall into that group. 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 » Given how long they've underperformed large caps, small caps could finally be in line for an extended stretch of leadership. Here's the investment case. Small-cap corporate earnings begin to rebound Earnings growth is a big driver of long-term stock performance. That hasn't been a problem lately for megacap tech, but it has been for small caps. Earnings were slipping over the past few years, but that trend appears to be reversing now. In the latter part of 2025, small-cap earnings rebounded by 27%, finally providing the fundamental rebound that could support stock price gains. With positive earnings growth and much more attractive valuations to begin with, the foundation is set for a small-cap comeback. A strong value play Part of the reason that large...

成屋销量较 1 月份增长 1.7%，但仍低于 2025 年 2 月水平 2 月份房屋销售有所改善，这表明较低的抵押贷款利率正吸引部分买家入市，尽管整体需求依然疲软。 全美房地产经纪人协会（NAR）周二公布的数据显示，成屋销量环比增长 1.7% ，经季节调整后年化销量为 409 万套 。除东北部地区外，美国其他地区销量均有所回升，东北部 2 月遭遇了持续寒潮和暴雪天气。 房屋销量环比上涨，但这是在表现惨淡的 1 月之后出现的回升。经修正后，1 月份销量环比下降 5.9% 。 与 2025 年 2 月相比，当前销量仍下降 1.4% ，这表明即便抵押贷款利率走低、房价涨幅放缓提升了购房可负担性，许多买家仍持谨慎态度。 全美房地产经纪人协会首席经济学家劳伦斯・云表示：“住房可负担性改善、房屋销量小幅回升是积极信号，但从整体来看，市场表现仍不及预期。” 上月抵押贷款利率平均为 6.05% ，接近数年来最低水平。他补充称，这些利率吸引了部分买家，尤其是首次购房者重返市场。 但近期，受伊朗局势相关冲突影响，市场剧烈波动，推动抵押贷款利率升至平均 6.14% 。 云表示，这一变化令 NAR 感到 “担忧”。他认为不太可能重现 1970 年代的局面 —— 当时油价高涨将抵押贷款利率推高至 18% 以上，但他指出，油价冲击带来的通胀上升，可能会导致抵押贷款利率走高。 责任编辑：郭明煜

文章提及标的 波音 -- 波音（BA）：2月份共计获得21份订单，取消了6份；交付了51架飞机。

Key Points The Palantir Artificial Intelligence Platform has been a game-changer for the company over the last few years. Accelerating growth across both the private and public sectors should fuel meaningful growth into the next decade. Palantir could become a $1 trillion company if it achieves management's long-term growth ambitions. 10 stocks we like better than Palantir Technologies › Over the last few years, Palantir Technologies(NASDAQ: PLTR) has evolved from a data analytics provider heavily utilized by the Department of Defense into one of the premier artificial intelligence (AI) operating systems purpose-built for the modern enterprise. Last summer, CEO Alex Karp laid out a vision for the company that would see it 10x its revenue while simultaneously reducing its headcount. While this goal may seem like a moonshot, the accelerating deployments of Palantir's Artificial Intelligence Platform (AIP) underscore the software's value to clients across various industries. 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 » If Palantir can achieve Karp's vision, I think it could grow to a $1 trillion valuation within the next five years. Palantir AIP is a prolific enterprise software tool For much of its history, the largest share of Palantir's growth was driven by deals with the Pentagon and U.S. intelligence agencies. That dynamic continued to bolster the company's top line in 2025. Last year, Palantir won a 10-year deal with the U.S. Army worth up to $10 billion as well as a $795 million expansion of its deal with the U.S. military for its Maven Smart System. While the fact that the company is still tightening its relationship with the U.S. government is encouraging, Palantir's most lucrative potential lies in its ability to improve corporate workflows. In 2025, the company's U.S. commercial segment...

波音公司：线路缺陷将延缓部分737 Max飞机的交付 2026-03-10 23:04:02 来源： 同花顺7x24快讯 分享 文章提及标的 波音 -- 波音（BA）公司：线路缺陷将延缓部分737Max飞机的交付。

Advanced Micro Devices AMD shares have surged 109% in the trailing 12-month period, outperforming the broader Zacks Computer and Technology sector’s 34.1% return. Strong demand for data center EPYC processors and Instinct GPUs has been the key catalyst. However, we believe the stock’s appreciation from this level is limited given intensifying competition from the likes of NVIDIA NVDA, Broadcom AVGO and Intel INTC across domains, including AI-powered data-centers, high-performance computing and AI PCs. In the past year, AMD has outperformed NVIDIA and Broadcom, shares of which have returned 67.3% and 81.9%, respectively, but underperformed Intel, shares of which have jumped 130.2%. AMD Stock’s One-Year Performance AMD’s modest guidance for the first-quarter of 2026 is expected to remain an overhang on the share price movement. The company expects revenues of $9.8 billion (+/-$300 million), which at the mid-point represents year-over-year growth of approximately 32% but a sequential decline of approximately 5%. The revenue guidance includes roughly $100 million of MI308 sales to China. AMD expects year-over-year growth in revenues to be driven by Data Center, Client and Gaming segments and modest growth in the Embedded segment. However, sequential revenue decline is attributed to a seasonal decline in Client and Gaming, and the Embedded segment, partially offset by growth in the Data Center segment. AMD’s Earnings Estimate Revision Shows Declining Trend The Zacks Consensus Estimate for first-quarter 2026 earnings is pegged at $1.27 per share, down by a penny over the past 30 days, suggesting 32.3% growth from the figure reported in the year-ago quarter. The consensus estimates for second-quarter 2026 earnings also declined by a penny to $1.42 per share over the past 30 days. Advanced Micro Devices, Inc. Price and Consensus Advanced Micro Devices, Inc. price-consensus-chart | Advanced Micro Devices, Inc. Quote The consensus mark for 2026 earnings is pegged at $6.61 per...

Advanced Micro Devices AMD shares have surged 109% in the trailing 12-month period, outperforming the broader Zacks Computer and Technology sector’s 34.1% return. Strong demand for data center EPYC processors and Instinct GPUs has been the key catalyst. However, we believe the stock’s appreciation from this level is limited given intensifying competition from the likes of NVIDIA NVDA, Broadcom AVGO and Intel INTC across domains, including AI-powered data-centers, high-performance computing and AI PCs. In the past year, AMD has outperformed NVIDIA and Broadcom, shares of which have returned 67.3% and 81.9%, respectively, but underperformed Intel, shares of which have jumped 130.2%. AMD Stock’s One-Year Performance Zacks Investment Research Image Source: Zacks Investment Research AMD’s modest guidance for the first-quarter of 2026 is expected to remain an overhang on the share price movement. The company expects revenues of $9.8 billion (+/-$300 million), which at the mid-point represents year-over-year growth of approximately 32% but a sequential decline of approximately 5%. The revenue guidance includes roughly $100 million of MI308 sales to China. AMD expects year-over-year growth in revenues to be driven by Data Center, Client and Gaming segments and modest growth in the Embedded segment. However, sequential revenue decline is attributed to a seasonal decline in Client and Gaming, and the Embedded segment, partially offset by growth in the Data Center segment. AMD’s Earnings Estimate Revision Shows Declining Trend The Zacks Consensus Estimate for first-quarter 2026 earnings is pegged at $1.27 per share, down by a penny over the past 30 days, suggesting 32.3% growth from the figure reported in the year-ago quarter. The consensus estimates for second-quarter 2026 earnings also declined by a penny to $1.42 per share over the past 30 days. Advanced Micro Devices, Inc. Price and Consensus Advanced Micro Devices, Inc. Price and Consensus Advanced Micro Devices, Inc. pri...

AMD Surges 109% in a Year: Is There More Room for the Stock to Grow? Yahoo Finance Singapore

AMD Surges 109% in a Year: Is There More Room for the Stock to Grow? Yahoo Finance

(RTTNews) - Stocks have moved mostly higher during trading on Tuesday, extending the upward move seen over the course of the previous session. The major averages have all climbed into positive territory following an early pullback. Currently, the major averages are just off their highs of the session. The Dow is up 250.27 points or 0.5 percent at 47,991.07, the Nasdaq is up 138.56 points or 0.6 percent at 22,834.51 and the S&P 500 is up 26.24 points or 0.4 percent at 6,822.23. The strength on Wall Street comes amid a sharp pullback by the price of crude oil, with crude for April delivery plummeting $10.49 or 11.1 percent to $84.28 a barrel. Crude oil prices have surged to nearly $120 a barrel on Monday amid concerns about the conflict in the Middle East before giving back ground as the day progressed. The volatility in the oil markets comes amid uncertainty about the U.S. war with Iran after President Donald Trump's latest remarks about the conflict. Trump said in a press conference on Monday that the war against Iran could end "very soon" but provided few details about his end game. The president claimed in a subsequent post on Truth Social that Iran would be hit "twenty times harder" if they do anything that stops the flow of oil within the Strait of Hormuz. "We will take out easily destroyable targets that will make it virtually impossible for Iran to ever be built back, as a Nation, again — Death, Fire, and Fury will reign upon them — But I hope, and pray, that it does not happen!" Trump said. Echoing Trump's confidence, Defense Secretary Pete Hegseth asserted in a press conference this morning that Iran is "badly losing" but said the U.S. will still be launching its "most intense day of strikes" in Iran today. Sector News Gold stocks have moved sharply higher along with the price of the precious metal, with the NYSE Arca Gold Bugs Index surging by 2.5 percent. Significant strength is also visible among networking stocks, as reflected by the 2.3 percent jump by ...

In this article VRTX Follow your favorite stocks CREATE FREE ACCOUNT A sign hangs in front of the world headquarters of Vertex Pharmaceuticals in Boston. Brian Snyder | Reuters Vertex Pharmaceuticals said its experimental drug for a rare kidney condition succeeded in a Phase 3 trial, a crucial step in the company's path to diversify beyond its main drugs for cystic fibrosis. The Boston-based drugmaker on Monday said its drug for immunoglobulin A nephropathy, povetacicept, decreased levels of a marker of the autoimmune condition by 52% in a late-stage trial. That passed the bar analysts had set for Vertex's drug to compete with a recently approved treatment from Japan-based Otsuka and another in the pipeline from U.S.-based biotech Vera Therapeutics . Shares of Vertex rose more than 9% on Tuesday. Vertex's successful trial is an important first step in unlocking a new franchise in kidney disease, said Cantor Fitzgerald analyst Carter Gould. Vertex is developing two drugs behind povetacicept, and Gould sees the three together generating more than $10 billion in revenue a year. That could rival Vertex's cystic fibrosis franchise, which brought in more than $11 billion in sales last year. "You don't really have to look too hard to connect the dots and say this is pretty meaningful white space they could be growing into," Gould said. Vertex transformed the treatment for cystic fibrosis with a portfolio of drugs for the inherited lung disorder, but the company has repeatedly faced questions about whether it could replicate that success in other conditions. The company in recent years expanded into blood disorders with the approval of its gene-editing treatment Casgevy and acute pain with its drug Journavx. Neither has so far been a runaway success, leaving Vertex to search for other opportunities to expand. In 2024, Vertex paid nearly $5 billion to acquire Alpine Immune Sciences and its lead program, povetacicept. The drug could treat a rare autoimmune condition known as ...

格隆汇3月10日｜沙特阿拉伯国家石油公司(沙特阿美公司)总裁兼首席执行官阿明.纳赛尔10日表示，全球大部分石油剩余产能集中在中东地区，因此恢复相关海上通道的运输对保障国际原油供应至关重要。如果运输持续受阻，将对全球石油市场和世界经济造成严重后果。纳赛尔当天在媒体电话会上说，为应对当前持续演变的地区危机，沙特阿美已就可能出现的多种情况制定应急预案，尽最大努力保障原油供应。

alexsl/iStock via Getty Images Reasons to invest in OBDC Blue Owl Capital Corporation ( OBDC ) is a business development company that focuses on direct lending to U.S. middle-market companies. OBDC primarily provides senior secured loans, which implies a robust portfolio of loans backed by collateral and having priority in case of default. This approach is a positive fundamental factor as it increases the probability of maximizing recovery on the debt portfolio. Furthermore, OBDC is an established player in the industry with a portfolio size of $16.5 billion spanning 234 portfolio companies. It is also very important to mention that concentration risks are low as OBDC offers investors a quite wide industry diversification across around 30 various industries. The largest holding industry-wise is "Internet software and services", and it represents a relatively modest 11% of the total. A wide diversification is another fundamental advantage as it significantly decreases concentration risks for investors. Seeking Alpha OBDC is very attractively valued if we compare its current share price to the company's net asset value (NAV). OBDC currently trades at $11.4, while its NAV as of the end of FY2025 amounted to $14.81 . It implies that OBDC is undervalued by more than 20%, and it approximately aligns with the consensus target price of almost $14 . Moreover, we can see in the above graph that even Wall Street's most conservative analyst has a target price of $12, which is higher than OBDC's current share price. Besides attractive valuation and wide diversification of its loan portfolio, a big positive factor is OBDC's current forward dividend yield of 13.2%. Such a high dividend yield makes OBDC a very attractive opportunity for income investors. Moreover, the stock is substantially undervalued if its current share price is compared to its NAV. Finally, in the current environment of growing fears around AI-exposed growth stocks, OBDC's 13%+ dividend yield might help attract...

格隆汇3月10日｜纳斯达克中国金龙指数涨超3%，世纪互联涨14.20%，蔚来涨10.93%，万物新生涨10.25%，海天网络涨9.90%，万国数据涨7.45%。

Image source: The Motley Fool. Tuesday, Mar. 10, 2026 at 10 a.m. ET Call participants Chief Executive Officer — Austin Willis Chief Financial Officer — Scott B. Flaherty Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $193.6 million for the quarter, up 27%, and $730.2 million for the full year, up 28%. -- $193.6 million for the quarter, up 27%, and $730.2 million for the full year, up 28%. Adjusted EBITDA -- $459.1 million, an increase of 16.6% from the prior year, newly reported to reflect "the immense cash-generating capability of our enterprise." -- $459.1 million, an increase of 16.6% from the prior year, newly reported to reflect "the immense cash-generating capability of our enterprise." Earnings before tax (EBT) -- $160.6 million, a record figure directly attributed to strong demand for leasing and services. -- $160.6 million, a record figure directly attributed to strong demand for leasing and services. Lease portfolio utilization -- 85% average utilization, up from 83%, with a lease rental factor in excess of 1% per month. -- 85% average utilization, up from 83%, with a lease rental factor in excess of 1% per month. Dividend policy -- Introduced a recurring dividend of $0.40 per share, with recent quarterly dividends paid at the higher rate for six consecutive quarters. -- Introduced a recurring dividend of $0.40 per share, with recent quarterly dividends paid at the higher rate for six consecutive quarters. Leasing portfolio -- Total portfolio reached $3 billion in assets at year-end. -- Total portfolio reached $3 billion in assets at year-end. Maintenance reserve revenues -- $232 million, up 8.4%, with $44.5 million from long-term lease returns and $187.5 million from short-term reserves. -- $232 million, up 8.4%, with $44.5 million from long-term lease returns and $187.5 million from short-term reserves. Spare parts and equipment sales -- $95.5 million to third parties, up markedly from $27.1 million, driven by a $57...

格隆汇3月10日｜国内期货主力合约跌多涨少，豆粕、棉花、菜粕涨超1%。跌幅方面，燃料油、纯苯跌超7%，丙烯、苯乙烯、低硫燃料油（LU）、液化气跌超5%。

Boeing increases jet deliveries in February despite ongoing 787 seat headaches Reuters

3月10日，德国新冠疫苗明星公司BioNTech（BNTX）官宣，两位创始人——首席执行官乌古尔.萨欣(Ugur Sahin)和首席医疗官欧兹勒姆.图埃里奇(Oezlem Tuereci)夫妇将于2026年离职，公司已开始寻找继任者，以确保平稳过渡。该公司股价在消息发布后暴跌近20%，创下自2024年8月以来的最低点。(第一财经)

Apple M5 Max vs. Intel and AMD: The Benchmark Gap Is Bigger Than You Think Android Headlines

格隆汇3月10日｜意大利富时MIB指数日内涨3%，现报45347.50点。

当地时间10日，伊朗伊斯兰革命卫队发布声明，公布“真实承诺4”第34轮行动的相关详情。声明称，本轮行动中，伊朗发射了“加德尔”“伊马德”“法塔赫”等多型导弹， 并动用了“海巴尔”高超音速导弹，使针对美国和以色列的军事行动进入全新阶段。 声明表示，伊朗伊斯兰革命卫队航空航天部队使用导弹和攻击型无人机，对美军位于阿联酋阿布扎比和巴林的两处军事基地实施打击。 声明还称，位于以色列北部的多个军事目标，包括拉马特大卫空军基地、海法民用机场，以及位于特拉维夫以东贝内贝拉克的以军导弹发射装置，均遭到伊朗重型导弹打击。 声明指出，伊朗针对美国和以色列在地区军事资源及基础设施的打击目标库规模，是敌对势力所掌握目标数量的10倍。（央视）

土耳其《Ekonomim》商业报称，如果与伊朗的战争持续三个月，土耳其来自中东地区的出口和旅游收入将损失数百亿美元。 据该报报道，土耳其经由邻国伊朗向中东国家出口的商品每年超过310亿美元。此外，该地区还为土耳其带来约70亿美元的旅游收入。报道称，目前中东国家的订单已经开始被撤回。 《Ekonomim》表示，对伊朗的出口业务受到的干扰最为严重。边境口岸的车辆排起数英里长队，运往伊朗的货物正在区域仓库中不断积压。不过，土耳其当局尚未报告称在伊朗边境有卡车被正式滞留。 该报还指出，去年土耳其出口总额达到2734亿美元，旅游收入为650亿美元。“在最糟糕的情况下，土耳其在这两项收入上的总损失可能超过10%，”该报称。 责任编辑：陈钰嘉

In this series, we look through the most recent Dividend Channel ''DividendRank'' report, and then we cherry pick only those companies that have experienced insider buying within the past six months. The officers and directors of a company tend to have a unique insider's view of the business, and presumably the only reason an insider would choose to take their hard-earned cash and use it to buy stock 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 when stocks turn up that see insider buying, and are also top ranked, investors are wise to take notice. One such company is Old Republic International Corp. (Symbol: ORI), which saw buying by Director John Eric Smith. Back on March 2, Smith invested $48,916.59 into 1,135 shares of ORI, for a cost per share of $43.10. In trading on Tuesday, bargain hunters could buy shares of Old Republic International Corp. (Symbol: ORI) and achieve a cost basis 6.4% cheaper than Smith, with shares changing hands as low as $40.32 per share. It should be noted that Smith has collected $0.32/share in dividends since the time of their purchase, so they are currently down 5.7% on their purchase from a total return basis. Old Republic International Corp. shares are currently trading -1.37% on the day. The chart below shows the one year performance of ORI shares, versus its 200 day moving average: Looking at the chart above, ORI's low point in its 52 week range is $34.43 per share, with $46.76 as the 52 week high point — that compares with a last trade of $40.57. By comparison, below is a table showing the prices at which insider buying was recorded over the last six months: Purchased Insider Title Shares Price/Share Value 11/03/2025 Therace Risch Director 1,000 $39.14 $39,135.81 03/02/2026 John Eric Smith Director 1,135 $43.10 $48,916.59 The DividendRank report noted that among the coverage universe, ORI shares displaye...

格隆汇3月10日｜据央视，当地时间10日，伊朗伊斯兰革命卫队发布声明，公布“真实承诺4”第34轮行动的相关详情。声明称，本轮行动中，伊朗发射了“加德尔”“伊马德”“法塔赫”等多型导弹，并动用了“海巴尔”高超音速导弹，使针对美国和以色列的军事行动进入全新阶段。声明表示，伊朗伊斯兰革命卫队航空航天部队使用导弹和攻击型无人机，对美军位于阿联酋阿布扎比和巴林的两处军事基地实施打击。声明还称，位于以色列北部的多个军事目标，包括拉马特大卫空军基地、海法民用机场，以及位于特拉维夫以东贝内贝拉克的以军导弹发射装置，均遭到伊朗重型导弹打击。声明指出，伊朗针对美国和以色列在地区军事资源及基础设施的打击目标库规模，是敌对势力所掌握目标数量的10倍。