In this article Follow your favorite stocks CREATE FREE ACCOUNT An aerial view of a cargo ship being loaded with shipping containers at the Port of Baltimore in Baltimore, Maryland, on August 7, 2025. Jim Watson | Afp | Getty Images A U.S. trade court judge on Wednesday ordered the government to begin paying potentially billions of dollars in refunds to importers who paid tariffs that the Supreme ...
In this article Follow your favorite stocks CREATE FREE ACCOUNT An aerial view of a cargo ship being loaded with shipping containers at the Port of Baltimore in Baltimore, Maryland, on August 7, 2025. Jim Watson | Afp | Getty Images A U.S. trade court judge on Wednesday ordered the government to begin paying potentially billions of dollars in refunds to importers who paid tariffs that the Supreme Court said last month were collected illegally. Judge Richard Eaton of the U.S. Court of International Trade in Manhattan ordered the government to finalize the cost of bringing millions of shipments into the U.S. without assessing a tariff, according to a court filing. He ordered the refunds to be made with interest. When merchandise is brought into the United States, an importer pays an estimated amount at entry which is then finalized around 314 days later, a process known as liquidation. Eaton directed Customs and Border Protection to finalize the entry cost on shipments without the tariff being assessed, resulting in a refund. "Customs knows how to do this," he told a court hearing on Wednesday, according to a recording on the court's website. He said the agency should be able to program its system to issue refunds, which are regularly issued when an importer overpays on an estimated duty. "They do it every day. They liquidate entries and make refunds," he said. Eaton also set a hearing for Friday in which he asked for updates on CBP's refund plans. He said in his order that the court's chief judge indicated that Eaton is the only judge who will hear tariff refund cases. Customs and Border Protection has said in court filings that the task of finalizing entry costs without assessing a tariff was "unprecedented" in scale and could require manual review of more than 70 million entries. The agency had said in other court filings it wanted up to four months to assess its options for paying refunds. CBP did not respond to a request for comment. "The language in this order s...
By Che Pan and Laurie Chen BEIJING, March 5 (Reuters) - Alibaba Group Holding Ltd said on Thursday it would set up a new task force to accelerate foundation model development, following the resignation of its Qwen AI division head Lin Junyang. The task force will be coordinated by Alibaba Group CEO Eddie Wu, Group Chief Technology Officer Wu Zeming, and Alibaba Cloud CTO Zhou Jingren, who wi...
By Che Pan and Laurie Chen BEIJING, March 5 (Reuters) - Alibaba Group Holding Ltd said on Thursday it would set up a new task force to accelerate foundation model development, following the resignation of its Qwen AI division head Lin Junyang. The task force will be coordinated by Alibaba Group CEO Eddie Wu, Group Chief Technology Officer Wu Zeming, and Alibaba Cloud CTO Zhou Jingren, who will mobilise group-wide resources for the initiative, the company said in a letter to staff. Zhou will continue to lead Tongyi Laboratory, Alibaba's AI research arm, and oversee its ongoing projects, according to the letter. The announcement came a day after Lin posted on X that he was stepping down from his role at Qwen, the third senior Qwen executive to leave this year. In the staff letter, which confirmed Lin's departure, Alibaba pledged to channel additional resources toward the company's AI development efforts. (Reporting by Che Pan and Laurie Chen; Editing by Muralikumar Anantharaman)
Earnings Call Insights: Broadcom Inc. (AVGO) Q1 2026 Management View CEO Hock Tan announced that total revenue for Q1 2026 reached a record $19.3 billion, representing a 29% year-on-year increase and attributing the outperformance to "better-than-expected growth in AI semiconductors." He highlighted that "Q1 consolidated adjusted EBITDA hit a record $13.1 billion, which is 68% of revenue." Tan not...
Earnings Call Insights: Broadcom Inc. (AVGO) Q1 2026 Management View CEO Hock Tan announced that total revenue for Q1 2026 reached a record $19.3 billion, representing a 29% year-on-year increase and attributing the outperformance to "better-than-expected growth in AI semiconductors." He highlighted that "Q1 consolidated adjusted EBITDA hit a record $13.1 billion, which is 68% of revenue." Tan noted, "Now we expect this momentum to accelerate as our custom AI XPUs hit their next phase of deployment among our 5 customers," and projected consolidated revenue of approximately $22 billion for Q2 2026—representing 47% year-on-year growth. He underscored the rapid expansion in AI semiconductor revenue, stating, "AI semiconductor revenue...grew 106% year-on-year to $8.4 billion, way above our outlook. In Q2, this momentum accelerates, and we expect semiconductor revenue to be $14.8 billion, up 76% year-on-year. Driving this is AI revenue growth, which will accelerate very sharply to 140% year-on-year to $10.7 billion." Tan revealed a sixth customer for custom AI accelerators and shared that OpenAI will deploy its first-generation XPU in 2027 at over 1 gigawatt of compute capacity. He stressed, "Our visibility in 2027 has dramatically improved. Today, in fact, we have line of sight to achieve AI revenue from chips...in excess of $100 billion in 2027. We have also secured the supply chain required to achieve this." On the infrastructure software segment, Tan reported, "Q1 infrastructure software revenue of $6.8 billion was in line with our guidance, so up 1% year-on-year" and emphasized VMware Cloud Foundation as "the essential software layer in data centers" for integrating hardware and supporting generative AI workloads. CFO Kirsten Spears provided further detail: "Consolidated revenue was a record $19.3 billion for the quarter, up 29% from a year ago. Gross margin was 77% of revenue in the quarter." Spears highlighted, "Q1 operating income was a record $12.8 billion, up 3...
A股三大指数早盘集体上涨，截至午盘，沪指涨0.84%，深成指涨1.67%，创业板指涨2.43%，北证50指数涨1.08%，沪深京三市半日成交额15617亿元，较上日缩量931亿元。全市场超4500只个股上涨。 板块题材上，MicroLED概念、电网设备、培育钻石、脑机接口、量子科技、半导体、可控核聚变、CPO、AI眼镜板块涨幅居前；油气开采及服务、种植业与林业、粮食概念、港口航运、煤炭开采加工、贵金属、军工装备板块跌幅居前。盘面上，早盘亚太市场风险偏好回升带动泛科技股反弹，MicroLED方向领涨，聚灿光电、华灿光电等10余股涨停，机构称Micro LED CPO有望凭节能优势成为光互连替代方案。AI散热需求推动培育钻石板块走高，黄河旋风收获涨停。同样受益AI浪潮，电网设备板块反复走强，顺钠股份、积成电子、汉缆股份、通光线缆2连板。此外，CPO、半导体、量子科技等泛科技板块均有不俗表现。另一方面，市场预期中东局势可能很快降温，石油、粮食方向回吐本周部分涨幅，中海油服、蓝焰控股等跌幅居前。
James Reynolds, Goldman Sachs Asset Management Co-Head of Private Credit, said the private credit sector remains resilient, with few borrowers struggling to meet loan payments, and that fundamentals look "very strong" at this stage. He speaks with Haidi Stroud Watts on "Bloomberg: The Asia Trade". (Source: Bloomberg)
James Reynolds, Goldman Sachs Asset Management Co-Head of Private Credit, said the private credit sector remains resilient, with few borrowers struggling to meet loan payments, and that fundamentals look "very strong" at this stage. He speaks with Haidi Stroud Watts on "Bloomberg: The Asia Trade". (Source: Bloomberg)
Samsung Electronics announced new breakthroughs with AMD across Samsung’s network portfolio — including 5G Core, virtualized RAN (vRAN) and private networks. This achievement marks a key milestone for both companies that move forward from the joint verification stage to commercial deployments, reinforcing the level of the strategic collaboration for software and AI-driven network innovation. Recen...
Samsung Electronics announced new breakthroughs with AMD across Samsung’s network portfolio — including 5G Core, virtualized RAN (vRAN) and private networks. This achievement marks a key milestone for both companies that move forward from the joint verification stage to commercial deployments, reinforcing the level of the strategic collaboration for software and AI-driven network innovation. Recently, Samsung was selected by Videotron to deploy its 5G Non-Standalone (NSA) and 4G LTE Core gateway solutions, powered by AMD EPYC™ 9005 Series CPUs. Through this project, Samsung is expanding its presence across Canada and beyond, accelerating its cloud-native AI core footprint while retaining operator confidence in Samsung’s proven partner ecosystem and network solutions. At MWC 2026, Samsung will demonstrate its AI-RAN breakthrough developments by leveraging its AI-powered vRAN with AMD EPYC processors. Following last year’s validation milestone, both companies will introduce the successful results of multi-cell testing conducted at Samsung’s R&D Lab, enabling scalable deployments and greater processor flexibility within software-based network environments. This achievement highlights Samsung’s ability and commitment to reach commercial-grade, AI-powered vRAN performance using a fully virtualized software stack on the latest AMD CPU without additional accelerators. It underscores Samsung’s ongoing shift toward software-driven architectures designed to reduce hardware dependency and provide operators with greater choice and adaptability. The companies have also expanded their joint efforts for AI-driven enterprise solutions. At MWC, Samsung will present its Network in a Server (NIS) — a fully virtualized next-generation, Edge-AI solution powered by AMD’s CPU. This solution helps operators easily incorporate AI into their networks, reduce operational complexity and unlock new opportunities. Samsung will demonstrate various AI on RAN use cases using NIS verified in real-wo...
#SEAblings – short for “Southeast Asian siblings” – has increasingly been used by young Southeast Asians to signal regional solidarity, be it over a controversial concert or a political event. Whether such moments are fleeting or have the potential to morph into a sustainable movement is a subject of debate. The hashtag’s latest surge followed a dispute over camera rules at a K-pop rock concert in...
#SEAblings – short for “Southeast Asian siblings” – has increasingly been used by young Southeast Asians to signal regional solidarity, be it over a controversial concert or a political event. Whether such moments are fleeting or have the potential to morph into a sustainable movement is a subject of debate. The hashtag’s latest surge followed a dispute over camera rules at a K-pop rock concert in Kuala Lumpur, which escalated into a much wider online clash For some sociologists, the question is not whether the quarrel mattered, but what the response of young Southeast Asians suggests about how they see themselves. Advertisement Iim Halimatusa’diyah, a visiting senior fellow at the ISEAS-Yusof Ishak Institute’s regional social and cultural studies programme, described #SEAblings as “an articulation of a growing regional identity” among this generation. “However, it is not that young people ‘discovered’ Southeast Asia as a collective identity overnight. It is the digital platforms that made it possible for this identity to be performed, shared and amplified,” she said. Advertisement The hashtag gained traction recently after footage circulated appearing to show a person supposedly associated with a Korean fansite using professional camera equipment at the South Korean rock band Day6’s show in Kuala Lumpur on January 31, despite rules prohibiting such devices.
bjdlzx/E+ via Getty Images Gulfport Energy ( GPOR ) met expectations in Q4 2025 and provided 2026 guidance calling for flat total production growth and 4% liquids production growth. At current 2026 strip prices, Gulfport is projected to generate $510 million in free cash flow, much of which is expected to go towards share repurchases. Gulfport was targeting $140 million in Q1 2026 share repurchase...
bjdlzx/E+ via Getty Images Gulfport Energy ( GPOR ) met expectations in Q4 2025 and provided 2026 guidance calling for flat total production growth and 4% liquids production growth. At current 2026 strip prices, Gulfport is projected to generate $510 million in free cash flow, much of which is expected to go towards share repurchases. Gulfport was targeting $140 million in Q1 2026 share repurchases alone. I think that Gulfport is getting a bit overvalued though, at least based on my long-term commodity prices of $70 WTI oil and $3.75 NYMEX natural gas. Gulfport's enterprise value (at $210 per share) is approaching 1.1x proved PV-10 at those commodity prices. My fair valuation range for Gulfport at those commodity prices (after 2026) is $172 to $188 per share. This is a $5 increase from my previous estimate , due to improved 2026 commodity prices. Q4 2025 Results Gulfport averaged 1,097.4 MMCFE (10% liquids) per day in total production in Q4 2025, which was a 2% decrease compared to its Q3 2025 production. Gulfport's liquids production decreased considerably by 17% quarter-over-quarter, with oil production down 31% and its production of NGLs down by 11%. Gulfport's capex budget was frontloaded into the first half of the year, contributing to its production tailing off later in 2025. Gulfport's liquids production is also significantly affected by which areas (such as Utica condensate vs. Utica dry gas) the wells it brings online are from. Gulfport's full year 2025 production ended up at 1.039 Bcfe per day, which was roughly in-line with its guidance for 1.04 Bcfe per day. Gulfport originally expected 1.04 to 1.065 Bcfe per day in 2025 production, but then revised it to the low end of that range due to the impact of unplanned midstream outages and constraints. Gulfport's 2025 total production declined 1% year-over-year, although its liquids production increased by nearly 30% year-over-year. 2026 Production Expectations Gulfport expects to average around 1.0425 Bcfe per...