Image source: The Motley Fool. Tuesday, March 3, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Aaron Levie Chief Financial Officer — Dylan Smith Vice President, Investor Relations — Cynthia Hiponia Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- Box BOX +1.44% ) -- EPS -- $0.49 for the quarter, above guidance, with the CFO noting this "includes the benefit from several tax items." -- $0.49 for the quarter, above guidance, with the CFO noting this "includes the benefit from several tax items." Operating Margin -- 28% for the fiscal year and 30.6% for the quarter, representing year-over-year expansion and surpassing Q4 guidance. -- 28% for the fiscal year and 30.6% for the quarter, representing year-over-year expansion and surpassing Q4 guidance. Gross Margin -- 82.3% for the quarter, up 130 basis points year over year, and exceeding guidance. -- 82.3% for the quarter, up 130 basis points year over year, and exceeding guidance. Free Cash Flow -- $313 million for the fiscal year, up 3% year over year, and a record $98 million in the quarter. -- $313 million for the fiscal year, up 3% year over year, and a record $98 million in the quarter. RPO (Remaining Performance Obligations) -- $1.7 billion at quarter-end, up 17% year over year, with 55% expected to be recognized in the next twelve months. -- $1.7 billion at quarter-end, up 17% year over year, with 55% expected to be recognized in the next twelve months. Billings -- $420 million for the quarter, up 5% year over year, primarily driven by strong bookings. -- $420 million for the quarter, up 5% year over year, primarily driven by strong bookings. Net Retention Rate -- 104% at quarter-end, up from 102% in the prior year, with expectations to remain at 104% in Q1 and reach 104%-105% by fiscal year end. -- 104% at quarter-end, up from 102% in the prior year, with expectations to remain at 104% in Q1 and reach 104%-105% by fiscal year end. Enterprise Advanced Contribut...

(RTTNews) - The Malaysia stock market on Tuesday snapped the five-day losing streak in which it had slumped almost 60 points or 3.6 percent. The Kuala Lumpur Composite Index now sits just above the 1,710-point plateau although it may head south again on Wednesday. The global forecast for the Asian markets is negative on continuing concerns over the conflict in the Middle East, although oil stocks are expected to continue to soar. The European and U.S. markets were down and the Asian markets are expected to follow that lead. The KLCI finished modestly higher on Tuesday as gains from the financial shares, telecoms and industrials were capped by weakness from the plantations. For the day, the index added 11.74 points or 0.69 percent to finish at 1,711.95 after trading between 1,704.23 and 1,715.93. Among the actives, 99 Speed Mart Retail soared 2.90 percent, while AMMB Holdings gained 0.78 percent, Axiata jumped 1.76 percent, Celcomdigi vaulted 1.27 percent, CIMB Group improved 1.01 percent, Gamuda expanded 1.22 percent, IHH Healthcare perked 0.22 percent, IOI Corporation slumped 1.02 percent, Kuala Lumpur Kepong shed 0.53 percent, Maxis was up 0.26 percent, Maybank advanced 1.02 percent, MISC increased 0.86 percent, MRDIY surged 3.01 percent, Nestle Malaysia picked up 0.56 percent, Petronas Chemicals accelerated 1.77 percent, Petronas Dagangan and YTL Power both climbed 1.08 percent, Petronas Gas dropped 0.89 percent, PPB Group fell 0.19 percent, Press Metal spiked 1.80 percent, Public Bank collected 0.82 percent, QL Resources rose 0.76 percent, RHB Bank rallied 1.65 percent, Sime Darby added 0.84 percent, SD Guthrie sank 0.71 percent, Sunway tumbled 2.46 percent, Telekom Malaysia elevated 0.27 percent, Tenaga Nasional gathered 0.70 percent and YTL Corporation and Hong Leong Bank were unchanged. The lead from Wall Street is soft as the major averages opened lower on Tuesday and spent the entire session in the red, although closing at their best levels for the day. The...

以色列国防军表示，已开始对伊朗发射基地、防空系统和基础设施开展大规模打击。以色列国防军在Telegram频道就实施打击行动发表评论。 责任编辑：王永生

Shares of Credo Technology (Nasdaq: CRDO), Lumentum (Nasdaq: LITE), and Applied Optoelectronics (Nasdaq: AAOI) were hammered Tuesday, with CRDO down 15%, LITE off 11%, and AAOI sliding 7% as investors rushed for the exits after a massive sector-wide surge yesterday. Yesterday’s Win Becomes Today’s Exit The optics sector exploded higher on March 2nd after NVIDIA ... Credo Drops 15%, Lumentum 11%, and AAOI 7% In Optics Sell Off

Investor Gary Black of The Future Fund LLC thinks that Alphabet Inc.-backed Waymo's "Ojai" Robotaxi, built with Geely Automobile Holdings Ltd.'s Zeekr, as well as Hyundai's Ioniq 5, can compete with Tesla Inc.'s Robotaxi despite its heavier price tag. Gary Black On Waymo's New Robotaxis In a post on the social media platform X on Sunday, the investor shared in detail his views on Waymo's new Robotaxis. On the Zeekr-built Ojai Robotaxi, Black shared that the vehicle would be fitted with Waymo's 6th-generation AV suite and include over 13 cameras, 4 LiDAR units, and 6 radar sensors. This translates to "a 42% reduction in sensor count vs. the prior 5th-gen Waymo Jaguar I-Pace tech," he said. He also broke down the cost of the 5th and 6th-generation Robotaxis, sharing that the Ojai cost, with the Jaguar Robotaxi costing an estimated $150,000-$200,000 per unit. "The lower cost is a key part of Waymo's push to scale faster and profitably," Black said. Don't Miss: The investor also shared that Waymo would be transitioning to the Hyundai Ioniq 5 EV, which will cost over $50,000 per unit. "Retail Ioniq 5 prices in the U.S. start around $35K so a $50K total cost aligns with a high-volume fleet/autonomous-ready version," he said. He then shared how, despite Tesla bulls' arguments about the presence of safety monitors in Robotaxis, "a robotaxi that arrives with a safety monitor is by definition supervised," according to consumer perception. The new $GOOGL Waymo Zeekr Ojai robotaxi minivan being manufactured by Geely in China for Waymo outfitted with a 6th-gen Driver suite is estimated to cost $GOOG $75,000 delivered. The Geely-made vehicle has 13 cameras, 4 lidar, and 6 radar, which implies a 42% reduction in sensor… While Waymo has led the charge in the U.S. autonomous vehicle sector and announced the expansion of its services to four new cities, taking the total number of cities it operates in to ten, Waymo has attracted scrutiny from regulators following multiple incidents i...

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华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 美股早盘因特朗普誓言在伊朗问题上“不惜代价”，美股指重挫超2%， 午后消息称美国将为过境霍尔木兹海峡的油轮提供保险及海军护航， 极大缓解了市场担忧，原油、美元和美债收益率自高位大幅回落，美股指跌幅收窄。 纳指仍跌超1%，标普500跌0.9%。 恐慌指数VIX盘中飙升至2025年4月以来的最高 ，随后大幅回落。 原油一度飙升逾9%，尾盘涨幅大幅收窄， 美油涨5%至74美元上方，布油在81美元附近。欧洲天然气同样冲高回落。 美债收益率早盘跟随油价飙升，午后涨幅收窄， 最终10年期收益率走高2.8基点，2年期上行近4基点 。美元早盘剧烈拉升，创去年11月底以来新高，午后回吐部分涨幅，日内涨约0.6%。 金价重挫超4%，盘中曾跌破5000美元。白银一度暴跌逾12%。比特币跌超1%。 亚洲时段，沪指跌超1%，“三桶油”再度集体涨停，半导体产业链大跌，恒科指跌超2%，大模型股MINIMAX逆势涨超9%。 要闻 中国 全国政协会议议程公布，会期7天。 中方要求伊朗不要封锁霍尔木兹海峡？ 外交部 回应。 海外 特朗普 下令 两手保海湾地区航运 ， 伊朗 警告船只勿经霍尔木兹海峡 。特朗普会见 默茨 “敲打”欧洲，威胁 西班牙 切断贸易 ，否认被以拖入战争，预计油价大跌。伊朗称击中美“萨德”系统目标，伊核设施遭破坏，美国务卿称打击将加码。 美伊双方都“不惜代价” ，特朗普吹嘘“无限”弹药，并将很快回应大使馆遇袭。 卡塔尔 继续关闭全球最大LNG厂 ，欧洲天然气再暴涨32%。 伊拉克 日减产或达300万桶 。伦铝跳涨， 卡塔尔能源扩大停产，尿素、甲醇及铝全面停摆 。 美国 称 有预案“缓解油价上涨” ，周二开始“分阶段”推出措施。报道： IEA 拟罕见出手稳定市场， 10亿桶石油库存待命 。 美伊 冲突再燃“通胀隐忧”， 美联储年内第二次降息概率跌至50% 。 纽约联储威廉姆斯 ：进一步降息取决于通胀进展，关税影响属“一次性冲击”。 票委明尼阿波利斯联储主席 ：战争阴影笼罩经济前景， 美联储可按兵不动 。 Claude 一度“宕机”， 需求“空前” ， Anthropic 称1月以来免费用户增长60%，付费用户10月以来翻倍。 ChatGPT 卸载量飙升295% ， OpenAI 承认与美军签约“太草率”...

Ahead of China’s annual legislative meetings – typically a window into Beijing’s top-level policy agenda – this is the seventh entry in a series examining the complex economic recalibration driving China’s growth philosophy and its wide-ranging implications for local governments, financial investors and private enterprises. Investors and policy watchers will be looking to this week’s meetings of China’s national legislature and top political advisory body – also known as the “two sessions” – for signals on whether Beijing will advance efforts to reshape the country’s embattled property sector. Calls to “accelerate the development of a new model for real estate” had featured prominently in government work reports delivered at recent local-level “two sessions” across provinces and cities, according to research compiled by the China Index Academy. Advertisement The think tank said its review of local policy priorities offered an early indication of the themes likely to surface at this year’s national meetings. The proposed shift – first raised two years ago – marks a departure from the traditional “high debt, high leverage, high turnover” model that fuelled two decades of rapid expansion but left developers dangerously exposed when liquidity tightened. Advertisement Instead, officials were signalling a more sustainable, “dual-track” system that emphasised higher-quality commercial housing alongside a larger role for government-backed affordable homes, analysts said, citing statements issued after high-level policy meetings.

Image source: The Motley Fool. Tuesday, March 3, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer and Founder — George Kurtz Chief Financial Officer — Burt Podbere Moderator — Andy Nowinski Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net new annual recurring revenue (ARR) -- $331 million, a 47% increase year over year, setting an all-time record for the company. -- $331 million, a 47% increase year over year, setting an all-time record for the company. Ending ARR -- $5.25 billion, up 24%, making CrowdStrike CRWD +1.79% ) -- $5.25 billion, up 24%, making Full-year net new ARR -- $1.01 billion, up 25%, marking the first year above $1 billion in net new ARR. -- $1.01 billion, up 25%, marking the first year above $1 billion in net new ARR. Record free cash flow -- $376 million for the quarter, or 29% of revenue; $1.24 billion for the year, representing 26% of revenue. -- $376 million for the quarter, or 29% of revenue; $1.24 billion for the year, representing 26% of revenue. Operating income -- $326 million for the quarter, at 25% of revenue; full-year operating income reached $1.05 billion, exceeding $1 billion for the first time. -- $326 million for the quarter, at 25% of revenue; full-year operating income reached $1.05 billion, exceeding $1 billion for the first time. Cloud, NextGen identity, and NextGen SIEM ARR growth -- Over 45% growth collectively year over year, totaling more than $1.9 billion in ending ARR. -- Over 45% growth collectively year over year, totaling more than $1.9 billion in ending ARR. Dollar-based net retention rate -- 115% with gross retention at 97%, reflecting durable customer relationships and strong module adoption. -- 115% with gross retention at 97%, reflecting durable customer relationships and strong module adoption. Falcon Flex subscription ARR -- $1.69 billion in ending ARR, increasing by more than 120%; over 350 new Flex customers added in the quarter, with average Flex customer ARR exceedin...

Anker’s last-gen earbuds are tiny and lightweight, making them comfy to wear while sleeping. | Image: Anker Bad news: most Americans are about to lose an hour of sleep next week. Good news: if you have trouble falling (or staying asleep), Newegg is currently selling Anker’s Soundcore Sleep A20 earbuds for $113.99 ($66 off) when you use coupon code MMSF88 at checkout, which drops them to just $6 shy of their lowest price to date. Anker Soundcore Sleep A20 Where to Buy: $179.99 $113.99 at Newegg (with code MMSF88) A couple of us here at The Verge are fans of Anker’s last-gen sleep buds, which do a good job of muffling disruptive noises (including snoring). They’re lightweight and comfortable enough to wear overnight, even while sleeping on your side, with multiple ear tips and wings for a personalized fit. In fact, in his review , my colleague Thomas Ricker said that they improved his average sleep time by nearly 30 minutes within a two-week period. What’s even more convenient is that they offer a variety of sleep-focused features to help you rest better. For example, you can use them to play a range of relaxing sounds, from meditation exercises and nature clips to white noise. You can use them as a regular pair of Bluetooth earbuds, too, just in case you prefer to listen to audiobooks or your own curated sleep playlist. They even come with adjustable EQ as well, though we wouldn’t recommend using them as your primary earbuds for music, given that they can’t match the audio quality you’d get from a pair of midrange earbuds from Apple, Sony, or Bose. In addition, the Sleep A20 offer up to 14 hours of battery life and sleep tracking, providing insights into how long and how well you’ve slept via a companion app that also details your sleep positions and movements. The newer Soundcore Sleep A30 feature active noise cancellation, which is more effective at masking sounds than the A20’s passive isolation, but Anker’s last-gen earbuds remain a decent, budget-friendly option...

Massimo Giachetti/iStock Editorial via Getty Images There has been a significant increase in the kind of financial options for dividend investors. This includes covered-call investments, with many companies developing new funds that use more nuanced strategies than simply selling at-the-money covered calls. One of the more successful exchange-traded funds that NEOs developed is the NEOs Nasdaq-100 High Income ETF ( QQQI ). This investment's inception date was in January of 2024. Data by YCharts The NEOs Nasdaq-100 High Income ETF has offered investors total returns of 41.69 percent over the last 2 years, while the Nasdaq-100 index that this investment tracks has offered investors total returns of 44.58 percent over the same time period. I last wrote about QQQI in October of 2025, and I rate this ETF a strong buy. I am reiterating my strong buy rating today. Today, I want to update my coverage of this options-based investment with a number of new market developments occurring , including some mixed news from the tech sector , increasing geopolitical uncertainty with the President's recent strike in Iran, and several concerning recent economic reports. The options strategy that the NEOs Nasdaq-100 High Income ETF uses is specifically tailored to offer both substantive income and solid overall returns in what is increasingly looking like a more precarious and unpredictable market environment. The NEOs Nasdaq-100 High Income ETF has an expense ratio of 0.68%, a trailing yield of 14.22%, and $8.93 billion in assets under management. The fund is invested 51.74% in technology, 16.12% in communication, 12.92% in consumer cyclicals, 7.71% in consumer defensives, 4.84% in health care, 3.32% in industrials, 1.24% in utilities, 1.10% in basic materials, 0.53% in energy, and 0.26% in financials. The ETF's largest four positions are NVIDIA Corporation ( NVDA ), Apple Inc. (APPL), Microsoft Corporation ( MSFT ), and Amazon.com, Inc. ( AMZN ). These holdings comprised nearly 26% of...

2026年全国两会，全国政协委员、360集团创始人周鸿祎重点关注四个方向：一是优化推理算力布局，夯实人工智能（885728）产业发展底座；二是“智能体技术普惠+懂AI懂业务的人才培育”双轮驱动，加速推进“人工智能（885728）+”行动落地；三是推广安全智能体的广泛应用，筑牢新兴领域国家安全屏障；四是协同完善数据流通安全合规体系，推动数据、网络、AI一体化安全能力提升。两会前夕，周鸿祎接受了包括证券时报在内的媒体采访，谈及如何看待当前AI生成内容与人类创作界限模糊的现象。周鸿祎表示，这恰恰说明AGI(通用人工智能（885728）)已在稳步实现。“很多人用AI的方式不对，把它当成搜索或通用问答工具，自然觉得不够惊艳。但如果你将AI打造成垂直领域的智能体，赋予其特定思维方式，它的专业能力会远超普通人。”“2026年以来，智能体正在从概念走向实干。”周鸿祎表示，随着开源模式的深入推进，中国有望在全球AI领域占据更重要的地位。他建议对大模型发展实行柔性监管，更加包容审慎，这样才能有利于中国人工智能（885728）长远发展。(人民财讯)

In a downtown Manhattan courtroom on Monday, lawyers for the US Justice Department and 40 state and district attorneys general warned a jury that the concert industry was being squeezed by a monopolist: Live Nation-Tickemaster. After amassing dominance over ticketing and artists’ use of large amphitheaters, lead DOJ counsel David Dahlquist alleged, Live Nation constructed a “flywheel” of power that forced venue customers to stay within its ecosystem. It threatened or retaliated against them when they considered leaving. To even attempt to win business, Dahlquist said, ticketing rivals needed to offer “retaliation insurance” to venues worried about losing out on Live Nation shows by making the switch. “Today, the concert ticketing industry is broken,” Dahlquist told the jury in his opening statement. “It is controlled by Live Nation and the company it owns, Ticketmaster.” In Live Nation’s telling, the story is more upbeat. The company aims to spread joy, and in fact, there’s more concert venues than ever before, said lead Live Nation counsel David Marriott. Even the opening slides were energetic, lit up with images of colorful concerts and tour posters of well-known artists like Bad Bunny and Ariana Grande. “Saying you’re better is not a THREAT!” one memorable slide told the jury, the last word written in red to underscore the point. The next six weeks will see a long-awaited court battle over whether Live Nation-Ticketmaster illegally monopolized markets for ticketing at major concert venues and use of large amphitheaters by artists. A finding of liability by the jury could potentially lead to a breakup of the company, though Live Nation contends that should be off the table based on certain claims dismissed before trial. A loss for the government would be a blow to its aggressive anti-monopoly push in recent years, at a time when a recent shake-up at the Antitrust Division itself has raised questions about corporate influence. In court on the first day, the governm...

Security researchers have identified a suite of powerful hacking tools capable of compromising Apple iPhones running older software that they say has passed from a government customer into the hands of cybercriminals. Google said Tuesday that it first identified the exploit kit, dubbed Coruna, in February 2025 during a surveillance vendor’s attempt to hack into someone’s phone with spyware on behalf of a government customer. It found the same exploit kit months later targeting Ukrainian users in a broad-scale campaign by a Russian espionage group, and then later found it used by a financially motivated hacker in China. It’s unclear how the tools leaked or proliferated, but Google security researchers warned of an emerging market for “second hand” exploits, which are sold to hackers motivated by money to extract more value out of the exploit. The discovery also shows how exploits and back doors designed to be used by governments can leak and ultimately be abused by cybercriminals or other non-state actors. iVerify, a mobile security company that obtained and reverse-engineered the hacking tools, said in a blog post that it linked the Coruna exploit kit to the U.S. government, based on similarities to hacking tools previously attributed to the United States. “The more widespread the use, the more certain a leak will occur,” said iVerify. “While iVerify has some evidence that this tool is a leaked US government framework, that shouldn’t overshadow the knowledge that these tools will find their way into the wild and will be used unscrupulously by bad actors.” Google said the hacking tools are powerful as they can bypass an iPhone’s defenses simply through visiting a malicious website containing the exploit code — such as being sent a malicious link — in what is known as a “watering hole” attack. According to Google, the Coruna kit can hack into an iPhone five separate ways by relying on and chaining together 23 separate vulnerabilities in its digital arsenal. Affected d...

Broadcom ( (AVGO) ) has issued an announcement. Broadcom Inc. announced that director Eddy W. Hartenstein will retire from its Board of Directors at the conclusion of his term at the company’s 2026 annual meeting of stockholders, in line with its corporate governance guidelines that call for resignation upon a director reaching age 75. The company emphasized that Hartenstein’s retirement is not due to any disagreement with Broadcom and said the size of the Board will be reduced to eight members following his departure, signaling a modest tightening of its governance structure without a broader strategic shift indicated. Hartenstein’s retirement reflects Broadcom’s adherence to age-based board refreshment policies, which can support succession planning and board renewal. Investors and other stakeholders are unlikely to view the change as disruptive, given that Broadcom framed the move as a routine transition and expressed appreciation for Hartenstein’s contributions during his tenure. The most recent analyst rating on (AVGO) stock is a Hold with a $340.00 price target. To see the full list of analyst forecasts on Broadcom stock, see the AVGO Stock Forecast page. Spark’s Take on AVGO Stock According to Spark, TipRanks’ AI Analyst, AVGO is a Outperform. Score is driven primarily by strong financial performance (high margins and cash conversion) and upbeat earnings-call outlook led by accelerating AI growth and a large backlog. Offsetting the rating are a stretched valuation (high P/E with low yield) and a mixed/soft technical picture with negative MACD and the stock below its 50-day average. To see Spark’s full report on AVGO stock, click here. More about Broadcom Broadcom Inc. is a global semiconductor and infrastructure software company, supplying chips and related technologies used in data centers, networking, broadband, wireless communications, and enterprise software. The company serves cloud providers, telecom operators, device manufacturers, and large enterprise...

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近日，江苏艾迪药业（688488）集团正式收到日本特许厅(Japan Patent Office)颁发的专利证书，公司核心抗艾药物、新型整合酶抑制剂ACC017全球化布局再添筹码。截至目前，ACC017的III期临床试验已正式启动，其复方制剂ADC118也已获批临床，研发进程正稳步推进。(人民财讯)

MurzikNata/iStock via Getty Images Introduction The last time I covered Post Holdings ( POST ), I highlighted their strong free cash flow and turnaround following a massive investment cycle, with solid potential to improve alongside a double-digit buyback yield. With a strong report released recently, improved guidance, and buybacks reaching roughly 20% over the past ~16 months, POST is beating expectations while continuing to trade at an attractive discount, which I believe warrants an upgrade to Strong Buy. Internal Developments Post Holdings IR (Q3'FY25 Presentation) POST reported a strong Q1’FY26, with EBITDA well above expectations and $119 million in free cash flow during the quarter, with improvements from their PPI (Potato Products of Idaho) and 8th Avenue Food & Provisions acquisitions and a big investment cycle now starting to normalize. Following this strong quarter, the company even improved its guidance, with POST now expecting an Adjusted EBITDA between $1.55 billion and $1.58 billion compared to the previous $1.50 billion to $1.54 billion, while the CAPEX should come in the range of $350 million to $390 million, which is a massive decrease compared to FY25’s $510.2 million. As mentioned before, S&P Global expected the company to deliver more than $650 million in FOCF compared to $488 million in FY25 thanks to higher profitability, better working capital, and, of course, lower CAPEX as their investments are normalizing, although the company continues to plan investments in their foodservice cage-free egg facility expansion and the completion of the Norwalk precooked egg facility. Note that both the Q1’FY26 report and S&P Global’s update came before the tariff reversal, so we could see even better results this year. Post Holdings IR Financially, based on POST’s latest report , we can see a good position, with the current assets covering their current liabilities, and even though the debt is relatively high, their net leverage remains at 4.5x, and exclud...

US Arranging Charter, Military Flights For Americans In The Middle East Authored by Savannah Hulsey Pointer via The Epoch Times, The U.S. State Department is looking to help Americans in the Middle East find a way home. The State Department said on March 3 it is working to charter aircraft to fly Americans home following the start of the U.S.–Israel military strikes on Iran. “The State Department is actively securing military aircraft and charter flights for American citizens who wish to leave the Middle East,” said Dylan Johnson, assistant secretary of state for global public affairs. The Middle East war has caused major disruption in commercial air travel in the region. White House press secretary Karoline Leavitt said the State Department “is actively working on plans to help Americans in the Middle East return home.” She said U.S. citizens in the region should register at step.state.gov . Secretary of State Marco Rubio said in a March 3 presser that to date, 9,000 Americans have been able to leave the Middle East since the start of the war with Iran. According to the diplomat, more U.S. citizens are still attempting to leave the area, and in addition to military and charter flights, the government is working to secure expanded commercial flight options to facilitate the repatriation. “Here’s the message I want to deliver [to] Americans who are in the Middle East and in need of assistance,” Rubio said. “We need to know where you are. We need to have contact information for Americans that need assistance. They have to register with us, because as these options begin to open up, and as they open up, we have to be able to call you.” Johnson said the department has been in touch with almost 3,000 Americans seeking information on how to leave the area. Nearly 500 of those inquiries came from Americans in Israel alone. Thus far, the Department of State has helped about 130 of those citizens leave the country, and 100 more are expected to leave on March 3. Additional re...

Tim Robberts/DigitalVision via Getty Images Investment Thesis I recommend buying a basket of infrastructure software companies that monetize on increased data consumption. In my opinion, there is a great opportunity in falling software stock prices due to the advancement of artificial intelligence. Historically, software company stocks have traded at high premiums due to their scalability and predictablity. However, the advancement of artificial intelligence and its incorporation into corporate workflows has triggered a collapse in shares in the sector, but not all are exposed to the same risks. AI Disruption It is curious that, at the end of 2025, I created an article with my perspectives for the financial market in 2026 and one of the phenomena I mentioned was the natural selection of AI companies, a topic totally connected with this strong collapse in software stocks. Artificial intelligence is seen as a secular event and responsible for a huge gain in productivity in economies. Given this, the largest hyperscalers invest billions of dollars in artificial intelligence, both in application and infrastructure. The penetration of artificial intelligence in American companies jumped from 6.6% in 2023 to more than 46% in 2026, due to incredible productivity gains and cost reductions. In this sense, a McKinsey estimate shows that more than 88% of American companies use artificial intelligence in at least one area. Use of AI in organizations - Figure 1 (JP) In practical terms, AI is simply disrupting many businesses. When it comes to the auditing and accounting area, where systems like SAP SE ( SAP ) and Oracle Corporation ( ORCL ) seemed dominant, AIs like MindBridge and BlackLine are beginning to disrupt the segment. In the CRM sector, Salesforce, Inc. ( CRM ) and HubSpot, Inc. ( HUBS ) seemed dominant, however, AIs such as Copilot, among others, also began to disrupt the niche. Recently, Anthropic ( ANTHRO ) launched Cowork, the fuel that was needed to ignite the sof...

美国总统特朗普当地时间周二表示，如果有必要，美国海军将开始护送通过霍尔木兹海峡的油轮。他还称，已下令美国国际开发金融公司（DFC）为海湾地区的海上贸易提供政治风险保险和资金担保。 这一公告标志着美国政府为控制能源价格上涨、平息石油市场动荡所采取的最为有力的举措之一。当前中东地区冲突不断加剧，给通过关键航道的航运带来了风险。 自以色列和美国军队上周末开始对伊朗发动空袭以来，全球原油价格飙升，引发的冲突导致中东油轮运输中断。 然而，船东和分析师并不确定军事护航和美国国际开发金融公司（DFC）提供的保险支持是否足以阻止油价上涨。DFC成立于2019年，是一个与私人投资者合作支持发展中国家项目的政府机构。 特朗普一直将降低美国民众的燃油成本作为其经济政策的核心议题，此举表明他愿意动用金融和军事手段来防止全球原油供应中断。 “无论如何，美国都将确保全球能源自由流通，”特朗普在社交媒体上发文称。 特朗普还表示，未来还将采取更多行动。 据两位知情人士透露，美国财长斯科特·贝森特和能源部长克里斯·赖特预计将于当地时间周二下午与特朗普会面，提交一系列应对能源价格上涨的提案，并最终敲定应对方案。 特朗普周二早些时候告诉记者，美国人可能不得不在短期内忍受更高的油价，“但我相信，一旦这种情况结束，油价就会下降，甚至比以前更低”。 如果高油价持续下去，可能会削弱特朗普所属的共和党议员在11月国会中期选举中保住执政权的努力。 不愿透露姓名的航运界人士表示，只要战事持续，特朗普的计划可能难以安抚航运公司，因为美国可用于护航油轮的舰艇数量有限。 截至周一，美国海军在中东地区部署了12艘军舰，其中包括一艘航空母舰，这些军舰可用于协助护航商船。但其中一些舰艇正被用于对伊朗发动袭击并击落其导弹。对于护航舰艇而言，这也可能是一项冒险之举，因为它们可能需要应对伊朗的导弹和小型武装舰艇。 船舶追踪公司Vortexa的高级分析师罗希特·拉索德（Rohit Rathod）表示，特朗普的措施可能不足以确保畅通无阻，但部分船只或许能够通过。 “袭击仍有可能发生，”拉索德说，“更现实的情况是，保险费用居高不下，但一些船只可能会与伊朗方面达成协议，为其船只争取豁免。” 一位消息人士称，特朗普政府一直不愿动用美国的战略石油储备，但官员们可能很快就会发出信号，如果油价继续攀升，他们准备动用该储备。 ClearView Ene...

IncrediVFX/iStock via Getty Images Written by Sam Kovacs. Introduction You must realize the market is behaving weirdly. On February 23rd International Business Machines Corporation ( IBM ) tanked 13.2% in a single session. This was the stock's worst day in 26 years, since the dot-com bust. Within a trading session, there was more than $31bn of wealth wiped out from shareholders. This is from a blue chip stock like IBM. Its what happens though when a new technology threatens to decimate an entire legacy system. In this case, it was Anthropic ( ANTHRO ) announcing that Claude can automate COBOL modernization. This is IBM's consulting bread and butter. And while the company has recovered somewhat from the fall, it should be a warning sign. If a 30 year dividend aristocrat... Can lose 25% of its value in a few weeks, then what does this mean for investors who just want to sleep well at night? We're living in very challenging times from a market's perspective. There are major divergences happening on the back of geopolitical upheaval and technological disruption which is leaving investors in a fog of war. And some of the companies that got sucked too far in the AI trade are now being brought back to earth. IBM DFT Chart (Dividend Freedom Tribe) We had sold the last of our IBM shares and those of the DFT's model portfolios in November last year at $300. Not the absolute top, but now a hell of a lot better than the $240 you can get for IBM. This rapid negative rerating has totally interrupted IBM's up cycle and the trend has now turned bearish. The technicals are breaking down You know I'm a fundamental guy. We buy high quality dividend stocks when they are trading at prices which mean we will get properly compensated for our investments. It is the process which backs our 5 years of market-beating performance at the DFT here on Seeking Alpha. But there's one thing I have learned. That's you need more arrows in your quiver. If you only see the world through the lens of a fu...

全国人大代表，立信会计师事务所首席合伙人、董事长朱建弟：严打资本市场协同造假 完善金融监管与税收治理 2026-03-04 07:22:44 来源： 同花顺7x24快讯 分享 履职多年的全国人大代表，立信会计师事务所首席合伙人、董事长朱建弟，长期就相关法律法规修订、会计行业稳定健康发展等话题积极建言献策。近日，朱建弟在接受证券时报记者专访时表示，今年将再次围绕打击资本市场第三方协同造假、健全现代金融监管体系、推进税收治理等方面建言，致力于推动资本市场生态净化、金融安全秩序有序、税收效能提升，更好地服务实体经济高质量发展。(人民财讯)

在美国与以色列上周末联合打击伊朗后，英伟达、 亚马逊 和字母表公司（ 谷歌 母公司）等科技巨头正紧急确保其在中东出差或常驻员工的安全。 此次针对伊朗的大规模袭击造成伊朗最高领袖阿亚图拉・ 阿里 ・哈梅内伊等人身亡，伊朗随即反击，袭击了海湾地区多处以色列与美军基地。冲突已扰乱当地平民生活、伊朗网络、航线及区域能源运输。 据美国消费者新闻与商业频道（CNBC）看到的一封邮件显示，英伟达首席执行官黄仁勋已于周二早些时候向全体员工发送通知，宣布英伟达临时关闭迪拜办事处，当地员工转为远程办公。黄仁勋在内部通知中表示，英伟达危机管理团队已全天候运作，积极为中东受影响员工及其家属提供支持，其中包括驻以色列的约 6000 名英伟达员工。 黄仁勋表示，截至周二上午，所有受此次冲突影响的英伟达员工及其直系亲属均已平安。“英伟达在该地区有着深厚根基，” 他写道，“我们有成千上万的同事生活在那里，全球各地还有更多员工的亲友受到这些事件的影响。和大家一样，我也高度关注着英伟达每一个家庭的安危。” 近年来不断扩大中东业务布局的亚马逊，也在调整当地运营，以应对该地区不断扩大的冲突。该公司已指示其中东地区所有企业员工远程办公，并 “遵守当地政府的指导方针”。 责任编辑：王永生

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