格隆汇3月3日｜沪金跌2.25%，沪银跌6.86%，沪铜跌1.84%，沪锡跌8.42%，焦煤涨2.77%，原油涨超11%，燃油涨11.05%，甲醇涨5.33%。

Trae Young has managed to earn an ejection before even stepping on the court for his new team. Young, who is set to make his debut for the Wizards on Thursday night against the Utah Jazz, was ejected for leaving the bench area in Washington’s 123-118 loss at home to the Houston Rockets. The four-time All-Star, who was acquired from the Atlanta Hawks in early January, stepped on to the court on Monday to protest a non-call against Tari Eason in the third quarter and was issued a technical foul and ejection. Eason was also ejected. Young later joked about the incident on social media. “Don’t expect me to get ejected too many more times D.C.😂 .. but I’m definitely bringing that energy & competitiveness when I’m back for my brothers!” he wrote in a post on X. Young has been nursing MCL and quad injuries, and has not played since the end of December. Young announced on social media earlier on Monday that he was targeting Thursday for his return. The Wizards have been one of the worst teams in the NBA over the last decade, and have reached the playoffs just once in the last seven seasons. They hope the recent arrivals of Young, who averages 25.2 points per game over his career, and 10-time All-Star Anthony Davis will revive their fortunes. Davis has been out since January with a hand injury.

Benedetto “Nitto” Santapaola, a Sicilian mafia boss and one of the most dangerous figures in Italian criminal history, has died aged 87. Santapaola, who was widely believed to have been the architect of a campaign of bloodshed that scarred Italy in the 1980s and 1990s, died on Monday in a Milan prison where he was serving multiple life sentences. An autopsy has been ordered. Before his imprisonment, Santapaola was regarded as one of the most powerful figures in the history of the Sicilian mafia, allied with Totò Riina – the self-styled “boss of bosses” – and Bernardo Provenzano, the Cosa Nostra’s most influential leaders. His base was in the city of Catania, from where he exerted control over much of eastern Sicily. Among the atrocities attributed to him was the bombing at Capaci in May 1992, an attack that killed the anti-mafia prosecutor Giovanni Falcone, his wife, Francesca Morvillo, and three of his bodyguards, and sent shockwaves through a country locked in a bitter struggle with organised crime. After more than a decade on the run, Santapaola – nicknamed il cacciatore (the hunter) – was arrested in 1993 at a farmhouse outside Catania alongside his wife, Carmela Minniti. She was shot dead two years later by Giuseppe Ferone, a former member of a rival clan, who said he had acted out of revenge, seeking to inflict on the mafia boss the same pain he had suffered. In 2003, Santapaola was convicted of ordering the 1984 murder of the investigative journalist Giuseppe Fava, who had exposed his criminal empire and political ties. Fava was shot five times in his car in Catania after he had gone to a theatre to watch his niece perform. Fava’s son, Claudio, a former MEP and ex-president of Sicily’s anti-mafia commission, said he felt no hatred towards Santapaola. “I wasn’t capable of it,” he said. “And I feel no relief now that he’s gone.” He recalled visiting the prison where Santapaola was being held. “He recognised me,” Fava said. “He came to the bars and said he was i...

Anze Furlan / psgtproductions/iStock via Getty Images A group of investors led by BlackRock ( BLK ) is working to close a major ports deal, but without two terminals on the Panama Canal after authorities took over the assets, according to a media report on Tuesday. BlackRock ( BLK ) and Swiss-Italian shipping company MSC are negotiating with CK Hutchison ( CKHUY ) ( CKHUF ) to acquire operations at 41 ports in Europe, Southeast Asia, and the Middle East, but not in Panama, the Financial Times reported, citing two people familiar with the talks. The shift occurred after Panama's top court ruled that the concession for a unit of CK Hutchison to operate ports at either end of the Panama Canal was unconstitutional. The country's authorities took control of the terminals last month. Hong Kong-based CK Hutchison ( CKHUY ) ( CKHUF ) has been striving to divest its non-Chinese ports businesses, which run 43 terminals in 23 countries, including the Panama ports, assets in Mexico and Egypt, and the U.K.'s Felixstowe, the FT said. In March 2025, CK Hutchison agreed to sell the business to an international group, with BlackRock ( BLK ) getting a controlling stake in the Panamanian ports. MSC, controlled by the Aponte family, would get a majority stake in the remaining CK Hutchison portfolio. The FT also said that Chinese shipping group Cosco ( CSPKF ) ( CICOF ) ( CICOY ) is still in talks with the investor consortium regarding its participation, according to a person familiar with the matter. Last month, Panama canceled the CK Hutchison contracts , and CK Hutchison's Panama Ports unit started international arbitration against Panama after the country revoked its licenses to operate the ports. More on BlackRock BlackRock: A Quality Compounder To Buy Now BlackRock, Inc. (BLK) Presents at Bank of America Financial Services Conference 2026 Transcript Evaluating BlackRock, Inc., Management's Latest Numbers Point To A Hold AES to be bought by GIP-EQT consortium in $15/share deal Kuwa...

金山云公告，公司于2026年3月3日与武汉金山云（公司附属公司）及星汉智联订立股权转让协议。根据协议，迅雷将以人民币5000万元（含税）的价格向武汉金山云转让其所持有的目标公司20%的股权，并以人民币7500万元（含税）的价格向星汉智联转让其所持有的目标公司30%的股权。

俄罗斯外长拉夫罗夫3日说，俄罗斯坚持核不扩散原则，坚决反对任何可能引发核军备竞赛的行为。 塔斯社援引拉夫罗夫的话报道说，鉴于当前中东地区冲突，全球核安全面临的威胁正在加剧。对伊朗发动的军事打击可能会促使该国出现制造核武器的情况，这种情况也会很快出现在与伊朗邻近的阿拉伯国家。 拉夫罗夫表示，各方必须尽一切努力制止任何造成平民伤亡的情况，无论是在伊朗还是在其他国家。政治和外交手段是解决中东局势升级的唯一途径。 另据塔斯社报道，俄罗斯总统新闻秘书佩斯科夫同日表示，俄总统普京近期已就伊朗局势与多方通电话，正在尽一切可能促成中东紧张局势缓和。 佩斯科夫还说，关于新一轮俄美乌三方会谈的时间和地点目前尚不明确。鉴于当前的中东局势，不太可能在阿联酋首都阿布扎比举行。他表示，虽然中东紧张局势不断升级，但关于乌克兰问题的谈判进度并未受到影响。(新华社)

India said it is concerned about the widening conflict in the Middle East and the impact on its citizens in the region, but avoided mentioning the death of Iran’s leader or condemning the US-Israeli joint attack despite criticism from opposition figures. In a statement Tuesday, India’s foreign ministry said the conflict could impact the Indian economy given that its trade and energy supplies traverse the region. India has some 10 million citizens who live and work in the Gulf region, the Ministry of External Affairs said. “Their safety and well-being is of utmost priority,” the ministry said, adding that Indian consulates and embassies are in touch with affected nationals. The statement stopped short of condemning the US and Israeli strikes on Iran that kicked off the conflict over the weekend and led to the death of of Supreme Leader Ayatollah Ali Khamenei and other top leaders. The conflict has since widened as Iran fires waves of missiles into neighboring countries and threatens shipping in the Strait of Hormuz, a vital shipping lane. India imports nearly 5 million barrels a day, making it the world’s third-largest oil consumer. Higher oil prices stand to further raise India’s trade deficit and put further pressure on its currency, the rupee. Brent crude prices topped $85 a barrel Tuesday for the first time since July 2024. The conflict has provoked push-back in India against Prime Minister Narendra Modi , who traveled to Israel and met with Prime Minister Benjamin Netanyahu just before the conflict began. Opposition figures have criticized the meeting, saying Modi’s trip was tacit approval for the subsequent attacks on Iran. In an opinion piece published Tuesday in the Indian Express, Sonia Gandhi , president of the opposition Indian National Congress, said Modi’s decision not to condemn the US-Israeli campaign was “an abdication” that “raises serious doubts about the direction and credibility of our foreign policy.” “If such acts pass without principled objecti...

(RTTNews) - Marex Group plc (MRX) will host a conference call at 9:00 AM ET on March 3, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to https://events.q4inc.com/attendee/922115251 The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

重要通告 港股直擊 佑駕創新(02431)公布，公司近期與寧德時代(03750)及其附屬時代智能簽署戰略合作協議。 雙方將本着優勢互補、資源共享、互利共贏、共同發展的原則，充分整合各自在智能駕駛、智能底盤、電池技術及全球產業鏈資源等領域的核心能力，建立長期、穩定、緊密的戰略合作夥伴關係，共同開拓具有全球競爭力的智能化、電動化解決方案，推動在海內外市場實現技術與商業的雙重突破。 根據合作協議，雙方將以推動「智能大腦」與「智能載體」深度耦合為核心，聚焦新能源智能汽車及無人駕駛領域的技術研發、生態共建與市場拓展。

格隆汇3月3日｜在原油类期货因中东紧张局势大面积飙升的同时，集运指数（欧线）罕见地连续两日涨停。继昨天大涨15%后，集运指数（欧线）今日再度大涨18%，封住涨停板。不过，3-4月并非航运旺季，欧线运费并未显著调涨。机构分析指出，当前驱动集运指数市场的核心逻辑是中东地缘局势的突发性升级，并非现货基本面得到有效改善。等待市场情绪充分释放后，未来行情将逐步回归基本面。

Aberdeen Group Plc press release ( SLFPF ): FY non-GAAP EPS of £0. 157. Revenue of £ 264M. More on Aberdeen Group Plc Aberdeen Group Plc (SLFPY) Q4 2025 Sales/Trading Call Transcript Seeking Alpha’s Quant Rating on Aberdeen Group Plc Historical earnings data for Aberdeen Group Plc Dividend scorecard for Aberdeen Group Plc Financial information for Aberdeen Group Plc

文章提及标的 哈特福德保险 -- 哈特福德保险（HIG）美股盘前跌超11%，现报125.056美元。

Microsoft Corp's (NYSE:MSFT) short interest as a percent of float has fallen 3.8% since its last report. According to exchange reported data, there are now 56.12 million shares sold short, which is 0.76% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.2 days to cover their short positions on average. Why Short Interest Matters Short interest is the number of shares that have been sold short but have not yet been covered or closed out. Short selling is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises. Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish. See Also: List of the most shorted stocks Microsoft Corp Short Interest Graph (3 Months) As you can see from the chart above the percentage of shares that are sold short for Microsoft Corp has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted. Comparing Microsoft Corp's Short Interest Against Its Peers Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis. According to Benzinga Pro, Microsoft Corp's peer group average for short interest as a percentage of float is 7.91%, which means the company has less short interest than most of its peers. This article was generated by Benzinga's automa...

格隆汇3月3日｜英国财政大臣里夫斯公布了新的英国经济预测。该预测显示借款规模和通胀率将有所下降，但短期增长动能也有所减弱，且这一评估尚未计入中东爆发战争可能带来的后续影响。市场的焦点转向了预算责任办公室的新预测。该机构将2026年英国经济增长预期从11月预测的1.4%下调至1.1%，且这一调整尚未考虑潜在的能源价格二次冲击。不过，该机构上调了随后两年的增长前景，预计2027年和2028年的增长率均为1.6%。然而，由于这些预测是在美以轰炸伊朗以及伊朗对海湾邻国进行报复性打击引发市场恐慌之前完成的，这一财政监管机构的评估可能很快就会过时。周二，战争升级推高了英国国债收益率，交易员大幅削减了对英国央行本月晚些时候降息的押注，这进一步凸显了英国脆弱的预算局势。

Welcome to Next Africa, a daily newsletter on where the continent stands now — and where it’s headed. Sign up here to have it delivered to your email. In today’s edition we look at why Chinese attempts to establish a media foothold in Africa have fallen flat. The US sanctions Rwanda for backing rebels in Congo Africa braces for the fallout from war in the Middle East And lastly, shippers are steering clear of the Suez Canal China’s Media Stumble Davis Moroko works at a print shop in the leafy suburb of Gigiri in Nairobi. He follows the news. He watches the BBC. He scrolls YouTube. But ask him about CGTN — China’s overseas state broadcaster — and he looks puzzled. “I never watch Chinese media at all,” he says. “I didn’t even know they had a studio here.” They do. A large one. For nearly two decades, Beijing has poured money into building a media foothold across Africa, with its centerpiece in the Kenyan capital. News agency Xinhua relocated its sub-Saharan base to Nairobi in 2006 and China Radio International followed suit. CGTN opened a production hub in 2012, the same year China Daily, Beijing’s English-language flagship, began publishing an Africa edition from the city. Hundreds of journalists were hired and studios were built. The ambition was clear: shape the narrative in a region that’s central to China’s global rise. The problem is hardly anyone’s watching. Audience surveys show CGTN drawing only single-digit share of weekly viewership in major markets like Kenya, South Africa and Nigeria — far behind the BBC, CNN and Al Jazeera. Social media engagement is often modest. For a government that spends billions annually on global media, the returns in Africa look thin. A large part of the problem is editorial. Chinese outlets tend to emphasize relentless good news about the Asian nation’s development model while taking swipes at Western democracies and multilateral institutions. The tone can feel more like propaganda than journalism, particularly in markets like K...

格隆汇3月3日｜西班牙外交大臣阿尔瓦雷斯：西班牙对欧洲和大西洋安全的承诺毋庸置疑，人人皆知。未收到美方代表关于在西班牙军事基地开展对伊行动的任何请求。

In an unprecedented Chinese New Year marketing blitz, Alibaba Group Holding, Baidu, ByteDance and Tencent Holdings spent an estimated 8 billion yuan (US$1.1 billion) to turn their artificial intelligence assistants into household names, according to Morgan Stanley. Now the dust is settling. A week after the holiday ended, early data offers a first glimpse into how China’s AI landscape is evolving and which players gained lasting traction from the spending spree. Advertisement Morgan Stanley said all platforms experienced “traffic normalisation” once the promotions ended, although the extent of the pullback varied. Inside the spending blitz: who spent what Alibaba publicly disclosed a 3 billion yuan headline budget, but Morgan Stanley estimated in a research note on Monday that actual spending may have exceeded 5 billion yuan. Alibaba owns the South China Morning Post.

The “two sessions”, the annual meetings of China’s top legislature and political advisory body, get under way this week, with Beijing expected to lay out its economic targets and strategic priorities. Advertisement The meetings, the most important yearly political events in the country, come just days after the United States and Israel targeted Iran with missiles, killing Iranian supreme leader Ayatollah Ali Khamenei and dragging the region into chaos again. The sessions are expected to focus on the economy and innovation but it is also a chance for outsiders to get fresh ideas of China’s thoughts on its foreign policy, particularly at Foreign Minister Wang Yi’s press conference. Advertisement China has condemned the strikes as a violation of international law and called for parties to halt military operations. Wang said earlier that the “blatant killing ⁠of a sovereign leader” and the incitement of regime change were “unacceptable”.

A father trains his teenage daughter to fight monsters, while mum, Milla Jovovich, is away leading the human resistance Perhaps this is just coincidence, but it feels like a lot of action movies these days revolve around grown men and their daughters or daughter surrogates struggling to survive. Although rugged and ready to kill, the men involved are also “girl dads”, protectors and nurturers who train their female offspring to fight as hard as any man in order to survive a world they may not be in themselves someday. Obviously there’s The Last of Us and Stranger Things , but also recent Jason Statham vehicle Shelter , the upcoming feature One Mile: Chapter One, and now Worldbreaker, which is bang on trend. With its sci-fi frame in which monsters called breakers have emerged from the poisoned earth and can turn humans into a second kind of monster (called hybrids), this feels a lot closer to The Last of Us, but with its own weird extra bangs and whizzes. For a start, Milla Jovovich is in it, in a distinctly supporting role as the female general of the human resistance and leader of what’s become a quasi-matriarchal society (because people with Y chromosomes are more likely to be infected). While Jovovich hasn’t got the best range as an actor, the one thing she’s good at, as proved in all those Resident Evil movies, is fighting monsters. Continue reading...

A drop of lemon and being selective about your choice of cookware could zap any troubles with blackened spuds, as would a highly novel solution from the seaside Why do some potatoes turn black on cooking, and how do I stop this happening? I usually leave them to cool in the cooking water, but should I plunge them in cold water instead?” Jean, Ha mpshire “We’ve all been there,” sympathises spud queen Poppy O’Toole . “It’s a harmless chemical reaction,” the author of The Potato Book continues, “but it looks rank and only gets worse with the slow cooling process that Jean’s using.” But let’s wind things back for a moment. According to the food science guru Harold McGee , in his bible On Food & Cooking , the darkening of cooked potatoes “is caused by the combination of iron ions, a phenolic substance [chlorogenic acid] and oxygen, which react to form a pigmented complex”. So what’s the solution? Make the pH of the water “distinctly acidic”, which McGee does by adding cream of tartar or lemon juice “after the potatoes are half-cooked”. Another possible suspect for Jean’s blackening tubers is her cookware: “Reactive metals such as a carbon steel knife or aluminium pan may also be the cause of the issue,” says the Guardian’s Tom Hunt , which is why he recommends using a non-reactive metal (think stainless steel) instead. “Leaving the cooked potatoes in water is also a bad idea,” adds Jess Murphy, chef patron of Kai Galway in Ireland and author of The Kai Cookbook :“They are like little sponges.” Hunt couldn’t agree more: “The potatoes will absorb the water and turn soggy and less fluffy – and never refresh them under cold water or in a cold plunge, either, unless it’s momentary.” Got a culinary dilemma? Email feast@theguardian.com Continue reading...

British institutions can keep politicians somewhat in check. But in the US, shamelessness has become contagious It is both sad and ironic that, 250 years after the revolt against George III, the British monarchy is teaching its former colony lessons about accountability . While elite impunity is rampant in the US – from a president who conspired to steal an election, to the “ Epstein class ” – the man formerly known as Prince Andrew is facing both shame sanctions and legal consequences. The same is true for a towering member of the British establishment, the man still known as Lord Mandelson . Just what explains the difference? Being shamed is not the same as being convicted in a court of law – a difference that those pushing back against #MeToo and other supposedly woke movements never failed to emphasize. But both can be crucial for upholding norms of decency as well as democracy. Successful shaming depends on someone credibly accused of misconduct being part of groups whose approval matters to them. Larry Summers might well be resigning from Harvard because it would just have been too uncomfortable to face students and colleagues who might have voiced their disapproval of the attitudes revealed in the Epstein files . By contrast, certain Republicans appear to feel utterly unashamed, no matter how cruel or racist their utterances , because constituents do not seem to mind or because they can safely keep away from any unpredictable encounters (after all, GOP congressmen systematically cancel town halls ). Continue reading...

The first votes of the 2026 midterm cycle will be cast on Tuesday, with a pair of high-stakes US Senate primaries in Texas that will test both parties’ appetite for political change in the Trump era. Voters across the state will decide their nominees for a critical Senate seat, as well as for several key congressional contests reshaped by a mid-decade gerrymander sought by Donald Trump to preserve the GOP’s fragile House majority. In the Senate race, Republicans are measuring the potency of Trump’s Make America Great Again movement against old-guard conservatism. Democrats, meanwhile, face a choice between two progressive “powerhouses” with different theories of how to fight – and how to win – in the Trump era. The fiercely competitive races have left Democrats unusually hopeful about their chances in a state that hasn’t elected a Democrat statewide since 1994, while Republicans fret they could lose a seat once viewed as safely red. Early voting has soared, particularly on the Democratic side, while political ad spending has surpassed $122m, according to data from AdImpact, making it the most expensive Senate primary on record. The vast majority of the money is being spent to help four-term incumbent John Cornyn fend off a challenge from Ken Paxton, the state’s scandal-plagued attorney general and a conservative culture warrior. Cornyn, 74, has emphasized his seniority and record, which he has defended as closely aligned with the president. By contrast, Paxton, 64, has presented himself as Maga’s vanguard in Texas, willing to battle both Democrats and Republicans. On the Democratic side, state representative James Talarico has crisscrossed the deep-red counties that voted for Trump, preaching a “politics of love” that roots progressive policy in the teachings of his Christian faith. The 36-year-old former middle school teacher and current seminary student argues that the central divide in American politics is “not left v right” but “top v bottom” and says Democrats ...

These days, it’s easy to fall into the trap of thinking that every new indie game is either a co-op extraction shooter or a roguelike deck-builder – fortunately that’s not quite the case. Each February, the week-long Steam Next Fest is a vast and varied showcase of forthcoming titles, all with downloadable demos, and only a minority of them adhere to those dominant genres. It’s a lovely chance to dig into the sometimes bewildering Steam store and pick out interesting treats – and that’s exactly what I’ve been doing. Here are five of my favourites. Titanium Court View image in fullscreen ‘A ridiculous but incredibly clever mashup’ … Titanium Court. Photograph: AP Thomson This one is already nominated for four awards at this year’s Independent Games festival and is picking up a lot of interest for its surreal humour and stylised pixel art visuals. It’s kind of a strategy match-three puzzler, in which you need to move tiles around to protect your castle from rival armies. Water tiles cannot be crossed by enemy soldiers, while hills slow them down. As you match tiles you also gather resources such as stone and food, and acquire military units. Once the landscape is complete, a battle sequence begins in which your troops invade any nearby strongholds. It’s a ridiculous but incredibly clever mashup that could well become this year’s Balatro. Shutter Story View image in fullscreen ‘Genuinely tense and unsettling’ … Shutter Story. Photograph: Frostwood Interactive As a horror fan, I’ve been spoiled for choice this year, but Shutter Story by Frostwood Interactive has been a highlight. You play as a keen amateur photographer whose best friend, Eli, is convinced that his family is being haunted and the evidence is on their photos and home videos. Via a piece of software named SpectralAware you must study the images, tweaking the exposure and contrast and examining negatives to find any apparitions lurking in the background. It’s genuinely tense and unsettling, reminding me of ...

A version of this article first appeared in the CNBC Property Play newsletter with Diana Olick. Property Play covers new and evolving opportunities for the real estate investor, from individuals to venture capitalists, private equity funds, family offices, institutional investors and large public companies. Sign up to receive future editions, straight to your inbox. Japanese companies bought two U.S. homebuilders last month alone, extending a string of purchases that has given the group an increasing market share over the last decade. Sumitomo Forestry acquired Tri Pointe Homes, which was a publicly traded builder, for $4.5 billion . Tri Pointe operates in 12 western, southwestern and southeastern U.S. states as well as Washington, D.C. Sumitomo now counts five, formerly U.S. homebuilders in its group and aims to supply 23,000 homes annually in the U.S. by 2030, according to a news release. "Initially [Japanese firms] were buying smaller private companies, maybe in one or two cities, and now this is a third public home builder acquisition that they've made, so they're writing much bigger checks," said Margaret Whelan, founder of Whelan Advisory and one of the biggest investment bankers in the builder space. Stanley Martin Homes, which was itself acquired by Japan-based Daiwa House in 2017, announced an agreement in February to purchase United Homes Group, which operates mostly in the Carolinas, for $221 million. Japanese builder Sekisui House, which operates in the U.S. as SH Residential Holdings, made a huge purchase in 2024, acquiring M.D.C Holdings for $4.9 billion. With the four other U.S. builders it acquired, Sekisui is now the sixth largest builder in the U.S. by volume. "Despite short-term headwinds for U.S. housing, Japanese buyers are reallocating capital out of a shrinking, aging domestic housing market and into the long-term growth story for U.S. housing," said Danielle Nguyen, vice president of research at John Burns Research and Consulting. "These firm...

Today's Analyst Rating | Micron Technology Price Target Raised to $550 by Stifel, J.P. Morgan Upgrades Netflix to Buy 富途牛牛

shirophoto/iStock via Getty Images Introduction In the summer of 2023, I compared two Emerging Markets ETFs that excluded China, and both received Buy ratings for their outperformance over a non-restricted EM ETF, the iShares MSCI Emerging Markets ETF ( EEM ). With the U.S. Supreme Court voiding Trump’s use of the International Emergency Economic Powers Act, or IEEPA, to impose tariffs, the Columbia EM Core ex-China ETF ( XCEM ), the older of the two ex-China ETFs I covered then, jumped 2.4% that Friday. Of course, it didn’t take long for the president to impose new tariffs using a different law, as was expected, so the tariff uncertainty will continue. With that background, this article will compare XCEM and EEM based on current holdings and performance over several time periods. The biggest risk in owning XCEM, in my opinion, is the large weighting XCEM gives Taiwan Semiconductor. That said, I still think XCEM deserves to keep the Buy rating I applied in my last review. For those wanting China exposure, current momentum is favoring EM stocks, so EEM deserves a Buy as Core EM ETF. iShares MSCI Emerging Markets ETF review Data by YCharts Seeking Alpha describes this ETF as (edited): The iShares MSCI Emerging Markets ETF is managed by BlackRock Fund Advisors. The fund invests in public equity markets of global emerging region. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund seeks to track the performance of the MSCI Emerging Markets Index, by using representative sampling technique. iShares, Inc. - iShares MSCI Emerging Markets ETF was formed on April 7, 2003 and is domiciled in the United States. EEM has $29.8B in AUM and charges 92 basis points [bps] in fees. The TTM yield is 1.9%. Index review Appreciation for the index is important if the ETF is passively invested based on it. The index manager provides this information. The MSCI Eme...

Ana Stankovic/E+ via Getty Images Two roads diverged in a yellow wood... Robert Frost, The Road Not Taken So far, 2026 has been a year of diverging paths within the stock market. We've seen what many are calling the SaaSpocalypse, where companies that are offering software as a service instead of a product are selling off heavily. In my opinion, the selloff is largely overdone. The companies that are worth investing in are the ones that have strong positive cash flow and can continue to grow without needing to issue equity or debt. Even better are the companies that are growing their dividend and actively repurchasing their shares at a discounted valuation compared to where they were trading previously. Data by YCharts The other side of the coin is the rapid appreciation of Value stocks ( IWD ). This has become a trend in 2026. Value stocks are climbing while Growth investments ( IWF ) are falling, and this is something we see at the beginning of many years that dies off as the year goes on and fears and jitters dissipate. The impressive earnings growth capabilities of aged growth investments often bring enthusiasm back to that side of the market, while value, with its boring, steady growth, falls by the wayside. However, the value and growth shift that we've seen so far is not fixing the integral problems of any company. High dividends that are unsustainable are being cut, and more are to come. So, where does that leave The Dividend Kings' Model Portfolio? Simply put, our Model Portfolio heavily leans towards value names while having some exposure to growth as wel l. The goal of our Portfolio is to balance dividend growth and capital appreciation when it comes to our common equity side and higher yields and capital preservation when it comes to our fixed income. One great way to enjoy strong dividend growth and predictable total returns from a dividend portfolio is to ensure that you have a high degree of utility exposure. Utilities benefit tremendously from having...

UD10671/iStock via Getty Images CoreWeave ( CRWV ) reported Q4 earnings after the bell on Thursday. The stock was initially down roughly 2% as soon as the print came out, but by the end of trading on Friday, the drop reached as much as 21%, dragging the stock price down to $79 per share. Monday morning, we’re seeing the crash deepen with the stock down 15% over the past five days and now hovering at around $76 per share. For now, the stock seems to be hovering around its EMA21 on the monthly. YahooFinance Heading into print, we published a note sharing our view that the FY26 outlook will bring upside to estimates for $12B, backed by Nvidia’s ( NVDA ) Vera Rubin ramp in 2H26. Indeed, we got what we were looking for and some of what we and the market feared. Management guided for FY26 revenue to $12B-$13B, ahead of the average estimate of $12B, and Q4 revenue beat estimates, growing 110% Y/Y to $1.57B. Backlog grew from $55.6B to $66.8B, a notable jump over a three-month span and comfortably higher than the $15.1B reported in a year ago quarter. These bits of good news were materially overshadowed by 1. a softer-than-expected Q1 revenue outlook of $1.9B-$2B, which missed consensus of $2.29B, and 2. the persistent pain point of widening losses. The stock has pulled back substantially over the past couple of days and remains in the red this Monday morning, even as other neoclouds have recovered from Friday’s downturn. We see an opportunity in CoreWeave to trade on the build-up of momentum now that negatives have been comfortably priced in. Our mistake heading into print was to underestimate how far the market would punish CoreWeave in the short term, even while the FY26 outlook is better-than-expected. SeekingAlphaxYCharts During the print, CapEx was also raised, consistent with our expectations, to the range of $30B-$35B, more than two-fold FY25 CapEx at $14.9B. The CapEx surge doesn’t trigger any alarms for us, and the reason is that the CapEx forecast for the year is...

Worawith Ounpeng/iStock via Getty Images Manager perspective and outlook Market sentiment during the quarter appeared mixed. The US unemployment rate rose and consumer spending growth appears to have slowed, both likely affected by the longest government shutdown in US history. Still, overall economic growth was buoyed by investment in artificial intelligence (AI) and related sectors. Corporate fundamentals remained firm following a strong earnings season and elevated capital market activity. However, a divergence of economic confidence between CEOs and consumers raised concerns about an economic divide between higher and lower income earners. AI “bubble” fears appeared to further dampen sentiment. A weakening labor market led the Fed to resume rate cuts, reducing the federal funds rate twice, for a target range of 3.50-3.75%, the lowest since 2022. Markets expect two more rate cuts in 2026 as the Fed has expressed a desire to get interest rates close to a neutral stance. Credit spreads – the yield difference between Treasuries and US investment grade bonds – widened due to moderate volatility early in the quarter but have remained historically tight. Our bond outlook is constructive. Market-implied recession probabilities in our view remain well below the expectations of surveyed economists, and interest rate stability, if it materializes, would likely further support demand. Our view is that growth will accelerate in 2026 but might face a headwind of elevated inflation early in the year. Portfolio characteristics* Fund Index Effective duration (yrs) 5.99 5.69 Coupon (%) 4.26 3.67 30-day SEC yield (Class A shares) 3.33 - 30-day SEC unsubsidized yield (Class A shares) 3.30 - Click to enlarge Investment categories (%) Portfolio Index Securitized 49.94 26.15 MBS 30.47 24.26 ABS 14.70 0.45 CMBS 4.77 1.44 Corporate Bonds 22.79 20.70 US Investment Grade Bonds 22.37 20.68 US High Yield Bonds 0.41 0.02 Government Bonds 21.35 45.63 US Treasuries 21.35 45.63 Non-US Debt 8.41...

Dalin Ou/iStock via Getty Images Performance Summary The Fund (Class A at NAV) posted a positive return for the quarter. Positive contributors included precious metals, direct equity names, emerging-market debt in local currency, tactical equity themes, and government bonds. The top detractors included tail-risk hedges and currency hedges. Overall, both the return-seeking assets and the stabilizing and hedging positions added value, reflecting a buoyant market, albeit one with increased volatility. While the macro environment entering 2026 appears constructive, it also calls for a disciplined approach to portfolio construction, emphasizing diversification of return sources, selective risk-taking, and flexibility in navigating an evolving economic cycle. Performance Commentary Overall, both the Fund's return-seeking assets and its stabilizing and hedging positions added value. Global equity markets closed out 2025 with strong performance despite concerns about artificial intelligence (AI)-related expenditure and the plausibility of AI-related revenues. The major equity indices such as the S&P 500 finished the year up, supported by robust earnings and renewed optimism around AI and economic growth. Over the year, international equities notably outpaced the US, with developed and emerging-market benchmarks delivering double-digit gains as currency movements and stronger-than-expected growth provided additional support. Nonetheless, market breadth narrowed late in the quarter, and elevated valuations in key technology names prompted a more cautious tone heading into 2026. In fixed income, bond markets reflected evolving expectations around monetary policy, growth and inflation. Government bond and high-quality corporate bond yields generally trended lower over the quarter on moderating inflation data and expectations for central bank interest-rate cuts, underpinning positive total returns from core bond benchmarks. Credit spreads remained relatively tight, although some...