Noble Machines deployed its first general-purpose robots to a Fortune Global 500 industrial customer within 18 months of the company’s launch and met its first delivery milestone, made possible by its AI-driven whole-body control and industry-leading end-to-end autonomy. SUNNYVALE, Calif., March 03, 2026--(BUSINESS WIRE)--Noble Machines Inc., formerly Under Control Robotics, today announced its emergence from stealth with its first deployment of industrial general-purpose robots shipped to a Fortune Global 500 customer within 18 months of the company's launch. Founded in 2024 by a team of engineers from Apple, SpaceX, NASA, and Caltech, Noble Machines operates on the belief that AI must prove itself in real industrial operations before it scales. The company works alongside customers to validate performance in operational environments, iterate rapidly, and expand deployment only after value and reliability are demonstrated. Noble Machines is set to disrupt how hazardous and physically demanding tasks are performed in the manufacturing, construction, logistics, energy, and semiconductor industries. The fully integrated tech stack combines state-of-the-art AI-driven whole-body control and end-to-end autonomy with cost-effective hardware. This integrated hardware-AI co-design enables Noble Machines’ robots to learn real-world skills in hours, not months, through language-based instructions, demonstrations and gestures, accelerating customers' and partners’ time to value. Noble Machines works with industry leaders such as ADLINK, Schaeffler, and Solomon, with more to be announced. "Noble Machines’ leadership in the field of fully integrated AI-Driven Whole-Body Control and autonomy is undeniable," said Ethan Chen, General Manager of ADLINK’s Edge Computing Platforms Business Unit. "We are committed to providing a long-term, scalable computing architecture for the most challenging applications, accelerating Noble Machines’ entry into high-value, heavy industry markets." ...

Founded by former Google SecOps leaders with firsthand experience of security's silent failures, Fig is backed by Team8, Ten Eleven Ventures, and industry veterans NEW YORK CITY, NEW YORK / ACCESS Newswire / March 3, 2026 / Fig Security, a new platform that finds and fixes broken security flows across your entire SecOps infrastructure, has launched from stealth with $38 million across Seed and Series A rounds. It addresses one of the least visible challenges yet most consequential in enterprise security: the quiet breakdown of security operations as environments grow more complex. The round is backed by Team8 and Ten Eleven Ventures, alongside a group of prominent security leaders. Together, these investors bring deep experience building and operating large-scale security operations, backing Fig as it addresses a growing reliability gap in modern security environments. Enterprises pour billions into Security Operations (SecOps), yet the leaders running these teams often operate in the dark. Because the underlying infrastructure is too sensitive to change, defenses often break without warning. This forces SecOps leaders to ask the most terrifying question in cybersecurity: 'If the alarms are silent, are we actually safe, or just blind?'. "The most dangerous failures in security are the ones you do not know about," said Gal Shafir, Co-Founder and CEO of Fig Security. "If a detection has not been triggered in months, teams often cannot tell whether that reflects true safety or a breakdown somewhere in the plumbing. We built Fig to give security teams their confidence back, so they can modernize their SOC, adopt AI, and move fast without shipping blind spots to production". Fig's platform is designed to enable teams to continuously ensure the reliability and efficacy of their security operations across the stack. With a frictionless integration that works on any tech stack, Fig autonomously discovers and maps the organization's complete detection and response flows. The...

Major earnings expected after the bell on Tuesday include: CrowdStrike Holdings ( CRWD ) GitLab ( GTLB ) Ross Stores ( ROST ) Horizon Technology Finance Corporation ( HRZN ) Other earnings slated for release after Tuesday's close include: ARCT , ASMIY , BGS , BOX , CXDO , CYRX , EOLS , FTEK , GTE , HY , IBRX , ORN , QSI , QUIK , RIGL , RYAM , SSTI , STAA For Seeking Alpha's full earnings season calendar, click here . More on W&T Offshore: Natural Gas Opportunities And Middle East Tension Can Pump Upside Risks To Oil From Iran: The Price Of Uncertainty Flows Through Hormuz NCR Atleos: Brink's Offer - The Pros And Cons Both Financial And Strategic Dividends in demand as Iran conflict sends markets reeling Okta, Check Point, others in focus as Wells Fargo initiates coverage on cybersecurity stocks

In my garden, the celandines are popping, the blackthorn buds are breaking, and the bees are beginning to bumble. These, to my mind, are all solid seasonal omens, and I for one can feel my sap beginning to rise: time to venture outside. The Guardian’s journalism is independent. We will earn a commission if you buy something through an affiliate link. Learn more. Though undoubtedly there are cold, damp and dreary days still to come, the spring starting pistol has been fired and months of good gardening now lie ahead. There are seeds to sow, shrubs to prune and perennials to chop back and divide. In all tasks, however, being well equipped makes every bit of difference to the experience, so here are some dependable, tried and tested – and in many cases beloved – tools recommended by professionals, from head gardeners and growers to producers of vegetables and cut flowers. Snipping, sculpting and securing In line with changing attitudes that favour leaving “dead stuff” standing through winter as habitat for wildlife (namely the browned and brittle stems of herbaceous perennials and grasses), the great “cut back” has been certifiably shifted into the new year. From late January onwards, the likes of aster and anemone, miscanthus and chasmanthium can be strategically snipped and repurposed, whether “chopped and dropped” directly on to the soil as mulch, or shipped off to the compost bin. It is the time, too, for pruning back roses, hydrangeas, dogwoods and elders, and other summer-flowering shrubs; and for trimming hedges in advance of the nesting season (typically March to August in the UK). Burgon & Ball secateurs The obvious place to start is with a reliable pair of secateurs. Last year, I put a range of bypass secateurs to the test for the Filter, and cruising through a set of imposed challenges were Burgon & Ball’s RHS-endorsed bypass secateurs. Affordable, comfortable in the hand and durably constructed, these are built for the everyday rigours of cold-weather pruni...

Asurion Complete Protect Adds Cybersecurity Protection and Enhanced Product Care Services, Giving Amazon Shoppers Greater Post-Purchase Confidence NASHVILLE, Tenn., March 3, 2026 /PRNewswire/ -- Asurion announced significant enhancements to Asurion Complete Protect , its all-in-one protection plan that covers Amazon-eligible purchases across electronics, appliances, furniture, and household categories under a single monthly subscription. Asurion Complete Protect now includes Norton 360 Deluxe cybersecurity protection, in-person tech services at nearly 700 uBreakiFix by Asurion locations nationwide, a $100 annual product care credit for select categories, and the ability to file a claim immediately, with no waiting period. Asurion (PRNewsfoto/Asurion) These enhancements transform Asurion Complete Protect from a traditional protection plan into a comprehensive product care service. The offering now supports customers throughout their entire ownership journey — from device setup and everyday tech support to ongoing digital security — delivering value not just when something breaks, but every day. What's Included in Asurion Complete Protect Asurion Complete Protect continues to provide protection for eligible products purchased in Amazon's stores, including coverage for mechanical and electrical failures as well as accidental damage for portable items, while adding new benefits designed to deliver value from day one. Price and core plan features remain the same, including $0 service fees and a $5,000 annual claim limit. Asurion Complete Protect now delivers even more value:

Integrity has been an industry leader for years with significant investments in AI technology, including the creation of Ask Integrity ® , which delivers efficiency gains across Integrity's entire value chain, from strengthening agent support to further developing the proprietary Integrity platform that is transforming the way agents and advisors serve today's consumers. Through this collaboration, all 5,000 Integrity employees will now have a personalized AI Digital Assistant that is fully integrated into the tools they use every day. Adding Copilot's powerful and compliant technology will help employees research, create and learn more efficiently. It offers them assistance with tasks such as creating first drafts of documents and communications, providing meeting and task summaries, and building presentation content. It can also add clarity and precision to specific Integrity projects, streamline tasks and processes, while expanding instant access to relevant information and knowledge. "Embedding AI into our workflows is much more than just a technology investment — it's a crucial part of Integrity's commitment to Putting People First," said Bryan W. Adams, Co-Founder and CEO of Integrity. "We were already at the forefront of the industry with our AI-powered digital assistant that helps agents and advisors better serve their clients. Now, we're excited to bring transformative AI technology to our entire workforce. It's a solution that creates a fundamental shift away from routine processes and toward higher, more strategic levels of work with greater focus on decision making and long-term impact. This integration with Microsoft builds on our foundation of ongoing innovation and ignites our next phase of industry transformation." DALLAS, March 3, 2026 /PRNewswire/ -- Integrity, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced a strategic collaboration with Mic...

is a reporter focusing on film, TV, and pop culture. Before The Verge, he wrote about comic books, labor, race, and more at io9 and Gizmodo for almost five years. Pokémon’s 30th anniversary is here and Nintendo (and The Pokémon Company, Game Freak, and Omega Force) are kicking things off with a surprisingly excellent life simulation spinoff game. Pokémon Pokopia arrives on March 5th, and it’s one of the first Pokémon titles that will debut exclusively on the Nintendo Switch 2. Equal parts Animal Crossing, Minecraft, and Dragon Quest Builders, Pokopia reimagines the Pokémon world as a massive, human-free paradise that you can rebuild however you want. Pokopia easily could have been a straightforward game about making friends and crafting neighborhoods. But as our review discusses, Pokopia’s a much bigger adventure than it initially seems, and we want to talk to you about it. For the past week, my colleague Kallie Plagge and I have been playing the game and we’re going to be answering questions from Verge subscribers this afternoon. If you’ve been wondering what kinds of things there are to build, how in-game friendships work, or whether there are more character customization options, we’ve got you covered. We won’t be spoiling anything juicy you should discover for yourselves, but we’re here to share some personal insights. So, start thinking about what you might want to ask, and we’ll be back this afternoon at 2 PM ET with some answers.

It’s been a busy few years for Scott Pilgrim. Following a live-action film and the conclusion of the comics in 2010, the series has slowly been coming back to life. First, in 2021 Scott Pilgrim vs. The World: The Game was rereleased on modern consoles after years of being inaccessible. Two years later came an even bigger surprise: Scott Pilgrim Takes Off, a Netflix anime that remixed the story with an alternate take on Scott’s battle with seven evil exes. This was followed by a giant box set to celebrate the comic’s 20th anniversary, and now the series is back again with a game called Scott Pilgrim EX. According to Scott Pilgrim creator Bryan Lee O’Malley, there hasn’t been any grand plan for a series resurgence. Instead, each project naturally flowed from the last. “It just so happened that we did the show, and Universal was like, ‘What else do you want to do?’” he explains. Around the same time, O’Malley had been talking to the team at Tribute Games about potentially doing another game, so the choice was easy. “We’ve always wanted to take another run at it.” On the surface, Scott Pilgrim EX is similar to its predecessor. It’s a side-scrolling beat-’em-up like Streets of Rage or River City Ransom set in a pixelated Toronto. But instead of retelling the original Scott Pilgrim, which follows the titular slacker as he battles his new girlfriend Ramona’s seven evil exes, EX builds off of the story from Takes Off, which largely shifted Scott to the background to focus on the rest of the cast. “Where the show ended gave us some room to play with the exes and rearrange the cast,” O’Malley explains. The new game follows Scott and a cast of playable characters as they attempt to rescue Scott’s bandmates. This involves fighting off rival gangs — robots, demons, and vegans — and also traveling across time and space. For fans of the series, one of the more exciting parts of the anime was how it brought back together the same creative team from the live-action film: Takes Off f...

The US justice department has dropped legal proceedings against four law firms that stood up to retaliatory executive actions by Donald Trump for representing clients or causes the president did not like. A number of other law companies made settlements with Trump’s administration in the months after his second presidency began to avoid consequences, including being stripped of security clearances and having access to government buildings terminated. Critics called the capitulations, which included commitments of pro-bono legal work for causes favored by Trump, acts of “capitalistic cowardice”. The four companies that defied Trump – Perkins Coie, WilmerHale, Susman Godfrey and Jenner & Block – learned on Monday that the justice department was dropping its appeal against trial court rulings that blocked implementation of the president’s executive orders imposing sanctions. The development was first reported by the Wall Street Journal. In a statement on its website welcoming the move, Susman Godfrey said it was Trump who ultimately ended up caving in. “The government has capitulated, which is a fitting end to its plainly unconstitutional attack on Susman Godfrey and the rule of law,” the statement said. “We defended ourselves when the president sought to punish and intimidate us because of the clients we represent and the values we hold. We fought for ourselves, but we fought for bigger things, too: for a Constitution that protects our freedoms; for a legal profession that depends on equal justice under the law; and for the people across this country who refuse to back down in the face of an administration that seeks to silence and intimidate them.” Nine firms ended up making settlements with the Trump administration, the Journal reported. The president had targeted them for perceived “hostility” to his priorities, such as representing his political rivals, or defending diversity, equity and inclusion (DEI) initiatives that he sought to eliminate. One firm, Willkie Fa...

文章提及标的 离岸人民币 -- 离岸人民币兑美元跌破6.93，日内跌0.4212%，现报6.9301。

分析师警告称，伊朗战争及其将导致的能源成本飙升，将对新兴市场产生重大影响。这包括对货币、资本流动和对外收支平衡的压力。 摩根大通 和伯恩斯坦等券商预计，如果冲突持续，布伦特原油价格将“突破每桶100美元大关”。德黑兰已誓言要关闭霍尔木兹海峡，并警告任何试图通过这条重要的油气运输航道的船只。 格林尼治标准时间12点54分，布伦特原油期货价格上涨5.63美元，涨幅7.2%，至每桶83.36美元，此前曾触及2024年7月以来的最高水平每桶85.12美元。 荷兰国际 集团的分析师表示，油价仅上涨10%就可能使新兴市场的经常账户余额减少40-60个基点。“持续上涨只会加剧这些赤字。”他们补充称，泰国、韩国、越南、台湾地区和菲律宾最为脆弱。 美以对伊朗的空袭已经扩大。以色列袭击了黎巴嫩，伊朗则对霍尔木兹海峡和海湾国家的能源基础设施及油轮发动了袭击作为回应。 冲突震动了全球金融市场。随着投资者寻求美元避险，新兴市场股票和货币指数均跌至三周低点。 分析师表示，原油价格上涨对中国来说只是一个较小的风险，除非冲突升级或持续很长时间。印度薄弱的石油储备将使其成为最容易受到供应中断影响的国家之一。 高盛 估计，布伦特原油价格从70美元上涨到85美元，将“使亚洲新兴市场的通胀率增加约0.7个百分点，使经济增长率降低约0.5个百分点，并扩大该地区几乎所有经济体的经常账户赤字，尤其是泰国、新加坡和韩国”。 花旗集团警告称，长期的油价震荡可能会“激进地”使新兴市场的通胀预期脱锚。阿根廷和斯里兰卡等储备金低的国家面临资本外流风险加剧，其货币可能贬值。 另外，摩根大通的分析师将波兰兹罗提列入其“低配”名单。 责任编辑：张俊 SF065

Rosenblatt Says US-Iran War ‘Likely To Highlight’ Palantir’s Strength Stocktwits

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Blackstone Inc. is allowing investors to redeem a record 7.9% of shares from its flagship private credit fund, meeting requests equivalent to around $3.8 billion. Silas Brown reports. (Source: Bloomberg)

Image source: The Motley Fool. Tuesday, March 3, 2026 at 8:30 a.m. ET CALL PARTICIPANTS President, Chief Executive Officer, and Chairman — Scott H. Baxter Chief Financial Officer and Global Head of Operations — Joseph A. Alkire Vice President, Investor Relations — Michael Karapetian TAKEAWAYS Full-Year Revenue -- Increased 18% to a record level, driven by Wrangler, Helly Hansen, and improved brand performance across the portfolio. -- Increased 18% to a record level, driven by Wrangler, Helly Hansen, and improved brand performance across the portfolio. Adjusted Operating Earnings -- Rose more than 20% year over year, reflecting both organic growth and accretion from the Helly Hansen acquisition. -- Rose more than 20% year over year, reflecting both organic growth and accretion from the Helly Hansen acquisition. Cash from Operations -- Exceeded $450 million for the year, supporting capital deployment toward debt, share repurchases, and dividends. -- Exceeded $450 million for the year, supporting capital deployment toward debt, share repurchases, and dividends. Helly Hansen Revenue -- Achieved 10% quarterly year-over-year growth to $251 million, with full-year pro forma revenue above $700 million, up 7%. -- Achieved 10% quarterly year-over-year growth to $251 million, with full-year pro forma revenue above $700 million, up 7%. Helly Hansen China JV Revenue -- Reached approximately $100 million for the year, increasing 95% according to Alkire. -- Reached approximately $100 million for the year, increasing 95% according to Alkire. Wrangler Global Revenue -- Gained 3% in the quarter, with U.S. DTC up 10%, U.S. wholesale up 3%, and global DTC up 10%. -- Gained 3% in the quarter, with U.S. DTC up 10%, U.S. wholesale up 3%, and global DTC up 10%. Lee Global Revenue -- Decreased 6%; U.S. revenue rose 1% with 8% growth in digital and 1% in wholesale. -- Decreased 6%; U.S. revenue rose 1% with 8% growth in digital and 1% in wholesale. Adjusted Gross Margin -- Expanded 210 basis...

Fed's Williams says rate cuts still possible, does not address Iran war Reuters

格隆汇3月3日｜美联储威廉姆斯预计美国今年通胀将降至2.5%，2027年降至2%。

当地时间3月3日，伊朗常驻联合国日内瓦办事处代表阿里·巴赫雷尼表示，任何邻国的军事基地如果被用于攻击或入侵他国，都将被视为防御性打击的合法目标，利用邻国土地为侵略伊朗提供便利是不可接受的。伊朗将继续进行防御，直到侵略行为停止为止。巴赫雷尼还对美伊谈判的成效深表怀疑，并称现在不是谈判的时候。（央视新闻）

When Broadcom ( AVGO ) posts first-quarter results on Wednesday, investors will focus on margin along with forecast and profit numbers for the chipmaker. Wall Street expects Broadcom to post EPS of $2.02 on revenue of $19.14 billion. Even though Broadcom showed solid revenue growth, thanks to strong AI spending, shares still suffered amid a broader selloff in the AI and tech space. Investors are worried about near-term margin pressures amid huge investment costs related to AI. The stock has lost over 11% since its fourth quarter results. Overall, it has lost nearly 8% compared to the 0.5% rise in the broader S&P 500 Index. Still, analysts are mostly bullish on the stock. Seeking Alpha analysts and Wall Street rated the stock a Buy and above, with many of them optimistic about the AI growth story. “Despite market concerns over margin compression, AVGO's AI-driven scale and dominant networking products underpin robust top- and bottom-line growth prospects,” noted Seeking Alpha analyst Danil Sereda. Another Seeking Alpha analyst, Dair Sansyzbayev said Broadcom’s aggressive AI-related capex from hyperscalers and expanding R&D pipeline reinforce long-term growth prospects and product leadership. In contrast, Seeking Alpha’s Quant ratings consider it a Hold. “As a result of the mix shift towards AI accelerators, gross margins may come down over the coming quarters, though I suspect operating leverage may offset any pressure on the bottom line,” said Seeking Alpha analyst Michael Del Monte. Over the last two years, Broadcom has beaten EPS estimates 100% of the time and has beaten revenue estimates 88% of the time. Over the last three months, EPS estimates have seen 24 upward revisions , compared to four downward revisions, while revenue estimates have been revised upwards 28 times versus one downward move. More on Broadcom Broadcom: Deep Discount Before Earnings Broadcom Q1 Preview: Tech Rotation Could Trigger Another Irrational Selloff Broadcom: Covered Put Option Is The ...

John Williams, president and chief executive officer of the Federal Reserve Bank of New York, speaks during an Economic Club of New York (ECNY) event in New York, US, on Thursday, Sept. 4, 2025. David Dee Delgado | Bloomberg | Getty Images American consumers and businesses are taking most of the hit from President Donald Trump's tariffs, New York Federal Reserve President John Williams said Tuesday in remarks that counter White House claims. "The tariffs have overwhelmingly been borne domestically — a New York Fed analysis estimates that most of the burden has fallen on U.S. firms and consumers.," Williams said in remarks for a conference in Washington, D.C. "In addition, the tariffs have already meaningfully increased U.S. prices of imported goods, and the full effects have likely not yet been felt." The study Williams cited has generated a fair amount of controversy over the past few weeks. In a white paper published on the New York Fed's website, a team of researchers found that as much as 90% of the added cost from tariffs has been passed on to domestic producers and consumers. Trump and other White House officials had insisted that exporters would absorb the costs rather than raise prices. National Economic Council Director Kevin Hassett flamed the controversy during a CNBC appearance in which he suggested that the researchers should be "disciplined" for what he termed was "the worst paper I've ever seen in the history of the Federal Reserve system." Hassett later stepped back the criticism. Addressing the issue for the first time publicly, Williams said that not only were the tariffs being felt at home, but they also were keeping the Fed from reaching its 2% inflation goal . "My current estimate is that, to date, the increase in tariffs has contributed around one half to three quarters of a percentage point to the current inflation rate of about 3 percent," he said. "The FOMC defines price stability as 2 percent inflation over the longer run. Owing to the effe...

Archer Aviation’s fourth-quarter 2025 earnings call contained a statement that deserves more attention than it received: the company is integrating NVIDIA (NASDAQ:NVDA) IGX Thor compute platform directly into Midnight, its commercial eVTOL aircraft, for safety-critical autonomy applications. This is not a branding partnership. It is a foundational hardware decision that shapes how Midnight will think, ... Archer Aviation Is Putting NVIDIA’s IGX Thor at the Core of Its Air Taxi’s Brain

J Studios/DigitalVision via Getty Images Dear Baron Health Care Fund Shareholder: During the quarter ended December 31, 2025, Baron Health Care Fund® (the Fund) increased 13.10% (Institutional Shares), compared with the 11.92% gain for the Russell 3000 Health Care Index (the Benchmark) and the 2.40% gain for the Russell 3000 Index (the Index). For the full year ended December 31, 2025, the Fund increased 10.28% compared with the 14.56% gain for the Benchmark and the 17.15% gain for the Index. Since inception (April 30, 2018), the Fund increased 10.75% on an annualized basis compared with the 9.99% gain for the Benchmark and the 14.33% gain for the Index. The Fund appreciated 13.10% in the fourth quarter, outperforming the Benchmark, which increased 11.92%, by 118 basis points in a period where health care stocks drove the broader market higher. The Fund beat the Benchmark as solid stock selection more than offset the drag from cash exposure in a rising market. Annualized performance (%) for period ended December 31, 2025† Fund Retail Shares 1,2 Fund Institutional Shares 1,2 Russell 3000 HealthCare Index 1 Russell3000 Index 1 QTD 3 12.99 13.10 11.92 2.40 1 Year 9.95 10.28 14.56 17.15 3 Years 5.75 6.03 6.84 22.25 5 Years 2.51 2.77 6.31 13.15 Since Inception(4/30/2018) 10.47 10.75 9.99 14.33 Click to enlarge Performance listed in the above table is net of annual operating expenses. The gross annual expense ratio for the Retail Shares and Institutional Shares as of April 30, 2025 was 1.18% and 0.87%, respectively, but the net annual expense ratio was 1.10% and 0.85% (net of the Adviser’s fee waivers), respectively. The performance data quoted represents past performance. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate; an investor’s shares, when redeemed, may be worth more or less than their original cost. The Adviser waives and/or reimburses certain Fund expenses pursuant to a contract expiri...

Source: Bloomberg, 38:28

This article first appeared on GuruFocus. Amazon Web Services (NASDAQ:AMZN) is dealing with real world fallout from the escalating Middle East conflict after drone strikes damaged infrastructure in both the UAE and Bahrain, leading to service disruptions across two regions. In the UAE's ME CENTRAL 1 region, two of the three Availability Zones remain heavily impaired after strikes hit or landed near multiple facilities. AWS said fire suppression efforts caused additional water damage in some areas. The third zone is still running, but some services have felt ripple effects due to system dependencies. In Bahrain's ME SOUTH 1 region, at least one facility was also impacted. Customers across both regions are seeing elevated error rates and reduced performance for core services like Amazon EC2, Amazon S3, Amazon DynamoDB, AWS Lambda, and Amazon RDS.

多家上市公司在公告或互动平台回应了中东局势对业务的影响 在中东地区地缘局势升级的背景下，市场对石油天然气、煤炭、化工品的供应预期以及海运价格预期发生了较大变化，相关上市公司受到资金密集追捧。 3月3日，A股集体走弱的情况之下，石油天然气指数大涨9.83%、燃气指数涨9.29%、海运指数涨8.82%、能源设备指数涨幅5.91%。 3月3日晚间，包括中国石油（601857.SH）、中国石化（600028.SH）、中国海油（600938.SH）、中曼石油（603619.SH）、中海油服（601808.SH）等在内的十多只油气股、能源股，以及包括中远海能（600026.SH）、招商轮船（601872.SH）、招商南油（601975.SH）等在内的多只航运股集体发布异动公告，提示风险。 同时，多家上市公司在公告或互动平台回应了中东局势对业务的影响。 上市公司集中公告降温 中东地缘风险影响油价的关键在于霍尔木兹海峡。据EIA估计，2024年霍尔木兹海峡石油日均贸易量约2000万桶，占全球海运石油贸易超四分之一。 从原油运输的方向上看，2024年经过霍尔木兹海峡运输的原油和凝析油约84%流向亚洲市场，液化天然气有83%流向亚洲市场。中国、印度、日本和韩国是经霍尔木兹海峡输往亚洲原油的主要目的地，合计占2024年霍尔木兹海峡原油和凝析油总流量的约69%，特别是中国，2024年中国日均进口原油1100万桶，而经过霍尔木兹海峡的原油进口为478万桶/日，占比约为43.5%。 美国和以色列2月28日对伊朗发动军事打击后，伊朗宣布关闭霍尔木兹海峡，禁止商船通行，相当于扼住了重要的石油运输通道，从而引发了市场对油气的供应预期，国际油价飙升。 在A股市场，近两个交易日，石油天然气板块“独占鳌头”，接连涨停。在晚间的异动公告中，“三桶油”均表示，近期国际原油市场受地缘局势、供需格局等多重因素影响，价格呈现宽幅震荡走势，短期油价波动存在较大不确定性，提醒投资者注意风险。 洲际油气（600759.SH）提醒，鉴于公司股票股价短期内多次涨停，但公司基本面未发生重大变化，公司股价可能存在市场情绪过热，非理性炒作情形，公司股价在短期内较大涨幅后可能存在大幅下跌的风险。 海工装备龙头海默科技（300084.SZ）在异动公告中详细介绍了中东地缘政治局势紧张对业务的影响，该公司表示，若当前中东地区紧张局势持续，...

文章提及标的 纽约钯 -- 钯金 -- NYMEX钯金主力合约暴跌9%，现报1633.0美元/盎司。

美国纽约联储主席威廉姆斯：如果通胀像预期的那样下降，则FOMC有必要进一步降息。 货币政策目前情况良好。 就业和通胀面临的风险处于更好的平衡状态。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

在美国上周末对伊朗实施打击、五角大楼将Anthropic的人工智能模型列入黑名单后， 谷歌 、OpenAI及其部分同行的科技工作者正在传阅一系列公开信，呼吁为他们的雇主与军方的合作方式设定更明确的界限。 其中一封名为“我们不会被分裂”的公开信，签名人数从周五的几百人增加到周一的近900人，其中近100名签名者来自OpenAI，近800名来自谷歌。这封信旨在反对国防部对Anthropic采取的行动，后者拒绝让其技术用于大规模监控或完全自主的武器。 信中写道：“他们试图利用‘对方会屈服’的恐惧来分裂每一家公司。”“只有当我们都不知道对方立场时，这种策略才会奏效。这封信旨在面对来自‘战争部’的这种压力时，建立共同理解和团结。” 在特朗普政府周五决定封杀Anthropic并将其列为“供应链风险”数小时后，针对伊朗的作战行动开始。虽然美国政府声称对伊朗的打击对于消除该国核与导弹计划构成的“迫在眉睫的威胁”是必要的，但这些行动似乎促使更多科技工作者在各种请愿书上签名。 数月来，科技行业的紧张局势不断升级，这主要是由于联邦移民执法机构愈发激进的行动，包括今年早些日在明尼苏达州两名美国公民被杀害。该行业的从业者要求其雇主在与政府合作方面，尤其是在涉及云和人工智能合同时，提高透明度。 对于谷歌而言，最新的反弹正值据报道该公司正在与五角大楼就其人工智能模型Gemini接入机密系统进行谈判，这重新点燃了公司内部关于军事人工智能的多年旧怨。 上周五，长期批评美国政府与科技巨头之间云交易的“科技反对种族隔离”组织发表了一份联合声明，题为“ 亚马逊 、谷歌、 微软 必须拒绝五角大楼的要求”。 该联盟表示，这三家云基础设施领导者应拒绝国防部提出的、可能导致大规模监控或其他滥用人工智能行为的条款，并呼吁提高涉及军方以及国土安全部、移民和海关执法局等机构合同的透明度。 该组织直接指向谷歌，指出其与五角大楼达成的潜在协议可能类似于允许国防部在“机密环境中”部署埃隆·马斯克的xAI公司的Grok的协议——“据我们所知，没有任何防护措施”。 声明称：“我们自己的公司也即将接受类似的合同条款。”“谷歌正在与五角大楼谈判，以部署其自身的尖端模型Gemini用于机密用途。” 虽然Anthropic和OpenAI就其与国防部的谈判及其合同现状发表了多次公开声明，但谷歌母公司Alphabet一直保持沉默。该公司未回...

chiewr/iStock via Getty Images Nomura Tax-Free USA Fund Institutional Class shares underperformed the Fund's benchmark by 87 basis points, returning 0.69% versus 1.56% for its benchmark, the Bloomberg Municipal Bond Index, for 4Q25. Nomura Tax-Free USA Fund Institutional Class shares underperformed the median return within its Lipper peer group (General & Insured Municipal Debt Funds) by 74 basis points. (A basis point equals one-hundredth of a percentage point.) Market review The US municipal bond market recorded positive returns for 4Q25, driven primarily by strong performance in October. The US economy showed signs of slowing, as it had in previous quarters, resulting in monetary easing. Additionally, political uncertainty and fiscal policy influenced the market. The municipal market contended with a technical headwind of heavy issuance, which was a theme all year. Demand was strong, however, as municipal mutual funds experienced inflows. The Bloomberg Municipal Bond Index returned 1.56%. The intermediate segment of the yield curve outperformed while the investment grade segment outperformed high yield segments. Increased trade tensions between the US and China, giving way to a truce, marked the beginning of the last quarter of 2025. Economic indicators continued to show resilience, with 3Q gross domestic product (GDP) growth tracking close to 3.5%, maintaining the pace of 2Q (based on the Atlanta Federal Reserve's GDPNow forecast). Government fiscal deficits and artificial intelligence spending remained tailwinds. Investors mostly shrugged off the US government shutdown during the quarter, viewing it as unlikely to significantly impact growth. The lack of important data releases was the larger concern. Labor markets showed some softness with the unemployment rate rising to 4.6%, while inflation appears to be moderating with November's Consumer Price Index (CPI) reported at 2.7% versus an expected 3.1%. However, the impact of the government shutdown on data quali...

Federal Reserve Bank of New York President John Williams said additional interest-rate cuts will be warranted if inflation slows further once most of the impact of tariffs has passed. “If inflation follows the path I expect, further reductions in the federal funds rate will eventually be warranted to prevent monetary policy from inadvertently becoming more restrictive,” Williams said Tuesday in remarks prepared for an event in Washington. Tariffs should have some additional impact on consumer prices during the first half of the year before the inflation rate declines to 2.5% at the end of 2026, and to 2% in 2027, he added. At the same time, Williams said there’s been “promising signs of stabilization” in the labor market during recent months, and the unemployment rate should continue to edge down this year and next, helped by “solid” growth. He expects the economy will grow by around 2.5% this year. “Given the lack of second-round effects and well-anchored inflation expectations, I expect the tariffs largely to have one-off effects on prices,” he said, adding that the peak effect of the levies will pass “later this year.” Given the full impact of tariffs is yet to be felt, progress toward the Fed’s 2% inflation goal “has temporarily stalled.” A growing chorus of Fed officials are pointing to signs of stabilization in the labor market following a pick-up in hiring in January and a drop in the unemployment rate. Many policymakers would now prefer to wait for further signs that inflation is falling back to the Fed’s 2% goal. A few other policymakers, however, worry the lack of widespread job creation could still warrant more rate cuts. Williams said the job market remains in an “unusual low-hire, low-fire” dynamic. He also noted there’s a more pessimistic perception from households surveys, which provide a “cautionary signal” for policymakers to monitor.