Tesla miss, Rivian beat: Stifel calls winner and loser in EV race

Intel Corporation (NASDAQ:INTC) stock is up 4% in Thursday trading, changing hands at nearly $50 after opening at $48.03. The move extends a strong run that has INTC stock up 35% year-to-date and 126% over the past year. Today is the last session before Good Friday, so some of the momentum may reflect pre-holiday position-squaring ... Intel Climbs 4% as AI Hardware Momentum and Fab Buyback Make the Bull Case Hard to Dismiss

Intel Climbs 4% as AI Hardware Momentum and Fab Buyback Make the Bull Case Hard to Dismiss 24/7 Wall St.

格隆汇4月3日｜据卫星信号显示，当地时间4月2日，三艘自称“阿曼籍”的船只（两艘油轮和一艘液化天然气船）沿着本国海岸线向东驶入霍尔木兹海峡。这三艘船只尤其引人关注，因为它们是目前最大的油轮类型，而且将是自战争爆发以来首艘从海湾撤离的液化天然气运输船。在伦敦时间上午约9点30分，这三艘船停止了自动发送位置信号，当时它们正接近或刚刚绕过阿曼穆桑达姆半岛的尖端，该半岛向北延伸进入海峡。目前尚不清楚他们是否完成了这些航行。这三艘船所行驶的路线（如图中橙色路线）位于伊朗航运通道以南，而且与最近几天大多数船只所选择的、位于伊朗拉腊克岛和格什姆岛之间的更偏北的路线（如图中黄色路线）相距甚远。但该航线水浅且转弯较为紧凑，可能不适合最大型的油轮通过。

Jessica Rosenworcel, Executive Director of the MIT Media Lab and former Chair of the FCC joins Bloomberg Businessweek Daily to discuss tech and pushing women's health forward, telehealth and convenience of care, why is women's health historically overlooked. As well as her FCC tenure and today's FCC evolution, media landscape. (Source: Bloomberg)

Tesla (NASDAQ: TSLA) published its latest update for vehicle production and deliveries before the market opened this morning, and the report suggested ongoing headwinds for the company's core electric vehicle ( EV ) business. While the company produced 408,386 EVs last quarter, it posted only 358,023 vehicles in the quarter -- falling short of the average analyst estimate's call for 370,000 vehicles delivered in the period. Notably, a previous report from the company had estimated that it would deliver 365,645 vehicles in Q1. Tesla's Q1 deliveries were actually up 6% year over year from the 336,681 vehicles it delivered in the prior-year period . On the other hand, deliveries were down roughly 14% on a sequential quarterly basis. While sales seasonality is likely a driving factor in the decline from Q4's delivery level, the company's EV business still appears to be facing some significant demand issues. Image source: Tesla. Continue reading

格隆汇4月3日｜伊朗革命卫队称已对甲骨文位于迪拜的数据中心进行打击。

当地时间4月2日晚，伊朗伊斯兰革命卫队海军司令部发表声明称，对位于阿联酋迪拜的美国甲骨文公司数据中心以及位于巴林的亚马逊公司数据中心实施了打击。

Derek Chisora arrives at Deontay Wilder news conference at London's York Hall in an army tank alongside politician Nigel Farage.

伊朗革命卫队：已对甲骨文公司位于迪拜的数据中心发动攻击。（新浪财经）

Barcelona 6-0 Real Madrid (agg 12-2) Graham Hansen brace in front of capacity crowd A sold-out Camp Nou was treated to a memorable performance from Barcelona as they hit six past their humiliated rivals Real Madrid and reached the Women’s Champions League semi-finals. The runners-up last season, Barcelona were already 6-2 up from the first leg after a ruthless victory in the Spanish capital and they coasted through to the last four in style on Thursday with an emphatic 12-2 aggregate victory, setting up a semi-final showdown with the Bundesliga leaders, Bayern Munich. The German side eliminated Manchester United on Wednesday. Continue reading...

Lean hog futures are down 40 to 60 cents so far on Thursday. USDA’s national base hog price was not reported on Thursday morning due to low volume. The CME Lean Hog Index was down another 4 cents on March 31 at $90.41. Thursday will be the last trade day...

Corn futures are showing mixed trade with contracts within a penny of unchanged, as the front months are weaker. The CmdtyView national average Cash Corn price was up 3/4 cent at $4.15 3/4. Crude Oil is up $10.54 higher at midday, following President Trump’s address the nation on Wednesday night...

The wheat complex is showing gains so far on Thursday as the market looks to a three-day weekend. Chicago SRW futures are showing penny gains in the front months at midday. KC HRW futures are 5 to 6 cents higher on Thursday. MPLS spring wheat was us back up 3...

Cotton futures are up 4 points to down 14 points at midday. The US dollar index is $0.347 higher at $99.805. Crude Oil is up $10.54 higher at midday, following President Trump’s address the nation on Wednesday night that indicated 2-3 weeks more of strikes and an uncertain fate to...

格隆汇4月3日｜伊朗军方发言人：霍尔木兹海峡将“长期”对美国和以色列关闭。

Canada’s biggest refinery is turning to Newfoundland for crude for the first time since 2020 as the war on Iran cuts off Middle Eastern supplies. Irving Oil Ltd. was granted permission by the Canadian Transportation Agency to use foreign tankers to shuttle 650,000 to 680,000 barrels of crude. The oil will be sent from the Whiffen Head terminal in Newfoundland and Labrador to its 320,000 barrel a day Saint John refinery in New Brunswick between April 25 and May 25, according to a notice . An email to Irving for comment was not immediately returned. Saint John, a major supplier of oil to the US Northeast , is the only Canadian refinery to rely on crude originating from the Persian Gulf. The US-Israel war on Iran has choked off supplies through the vital shipping route the Strait of Hormuz. Read More: US Allies Weigh Iran Outreach and Sanctions to Open Hormuz “The 2026 Iran conflict has resulted in the most significant crude oil supply disruption in recent history, with far-reaching implications for global production, shipping, refining, and energy security,” Irving said in its original March 13 application to use foreign tankers. “It is essential for our customers, for our business, and for the broader energy security of Atlantic Canada that we have the ability to use foreign crude oil tankers to access Canadian crude oil.” Despite the proximity, the last time that Irving received a cargo of crude oil produced off the shore of Newfoundland was in July, 2020. The tanker Clio delivered about 633,000 barrels of Hibernia crude to the Irving plant, according to Vortexa data. The refinery received multiple cargoes of Newfoundland crude in 2016 and 2017. Read More: Rare Fuel Cargo Heads to Alaska or Hawaii From US Gulf Amid War Saudi Arab Light was the second most commonly utilized oil grade by the refinery since 2020 after West Texas Intermediate, according to Vortexa. Iraq’s Basrah Light was the fourth most common grade and Irving also imported shipments of Saudi Arab Heav...

Federal prosecutors have reached a settlement to eventually drop criminal charges against a former Centerview Partners LLC investment banker who was accused of participating in an international insider-trading ring and has been living in her native Thailand for years. In 2019, Darina Windsor and her then live-in boyfriend in London, Benjamin Taylor, were accused of passing inside information on 22 companies from late 2012 to early 2018. Prosecutors claimed the pair, who referred to each other as “Pops” and “Popsy” in emails, made more than $1 million from the scheme. According to a deferred prosecution agreement, securities fraud charges will be dropped against Windsor in a year as long as she follows through on an pledge to pay $100,000 to the US Securities and Exchange Commission and stays out of legal trouble. Her settlement includes $50,000 in alleged trading profits and $50,000 in penalties. Windsor, who left London and has lived in Thailand since before the charges were made public, pleaded not guilty Thursday during an unusual video hearing in Manhattan federal court before US District Judge Denise Cote . “She is not in custody and there is no prospect of her being in custody,” Assistant US Attorney Andrew Thomas said at the hearing. Centerview spokesman Dana Cimilluca said Windsor was fired a decade ago for misconduct. “Maintaining our clients’ confidentiality is paramount and something we are focused on every day,” Cimilluca said in an email. Windsor and Taylor were both swept up in an criminal case that alleged a broad scheme to pass inside tips on deals to a ring that operated in the US, UK, France, Switzerland, Greece, Israel and Hong Kong. Several people, including an ex- Goldman Sachs Group Inc. banker, were convicted in the case. Taylor, who worked in London for Moelis & Co. , is scheduled to plead guilty in June to a single count of conspiracy. In exchange, prosecutors will seek a sentence no longer than a year and a day behind bars, which would be r...

Is Apple Stock Overvalued Or Undervalued? Benzinga

Oracle Corporation cuts jobs amid push into AI and data center expansion [VIDEO] TVP World

J Studios The U.S. economy is not heading into a recession despite significant market volatility driven by the ongoing Iran conflict, according to Ryan Detrick, chief market strategist at Carson Group. In an interview with CNBC, Detrick pointed to strong corporate fundamentals and labor market resilience as key factors supporting his optimistic outlook, even as markets experienced dramatic intraday swings following news about Iran’s negotiations with Oman regarding ships passing through the Strait of Hormuz. The Dow Jones Industrial Average ( DJI ) dropped roughly 600 points at its lows before briefly turning positive during Thursday’s trading session, marking what could be the tenth consecutive down Thursday—the most negative Thursday streak on record. Detrick characterized the current market environment as a “slow-motion crash” driven by excessive hedging, massive put buying, and heavy short positions. “Everyone’s predicting it, and then the market has a funny way of not doing that,” he noted. Despite the headline volatility, Detrick highlighted encouraging technical signals beneath the surface. He pointed out that the New York Stock Exchange has seen fewer new lows for three consecutive weeks even as major indices have declined. “The market’s going down, yes, but less stocks going down. I think that’s a glass-half-full type of thing to look at,” he said. Corporate America’s strength remains a crucial pillar of Detrick’s bullish case. S&P 500 ( SP500 ) forward earnings are up 7% this year, and profit margins are hitting all-time highs despite geopolitical concerns. “If corporate America stays strong, the labor market, which, hey, we’ve had some okay labor market news—look at claims this morning, again, pretty good—the economy’s not going into recession,” Detrick said. The strategist drew comparisons to market conditions a year ago, when similar waves of negativity ultimately gave way to recovery. “The market’s not about good or bad. It’s about better or worse,” he...

国际海事组织秘书长多明格斯2日参加一场线上国际会议时表示，要恢复霍尔木兹海峡通航，单纯依靠军事手段行不通，而是需要缓和局势，并采取可行的海上解决方案。（新华社）

Source: Bloomberg, 0:00

In recent weeks, Microsoft has committed more than US$5.5 billion to cloud and AI infrastructure in Singapore and over US$1 billion in Thailand, while also rolling out new in-house AI models and deepening collaborations across security, workplace, and edge-computing partners. Together, these moves highlight how Microsoft is pairing heavy global data-center spending with a push for greater AI self-sufficiency and tighter integration of its ecosystem into governments, regulated industries, and...

What Microsoft (MSFT)'s Asia AI Infrastructure Bet Means For Shareholders Yahoo Finance

油价周四飙升，投资者正在评估中东冲突将阻碍霍尔木兹海峡原油运输多久。 美国西德克萨斯中质原油5月期货上涨逾11%，即11.42美元，收于每桶111.54美元。国际基准布伦特原油6月期货上涨逾7%，至每桶108.66美元。 美国总统特朗普在周三晚间全国讲话中警告称，将在未来两到三周内对伊朗采取进一步军事行动，这打击了市场对冲突即将缓和的希望，并推高了油价。 然而，在伊朗国家通讯社IRNA报道称伊朗正与阿曼合作起草一项协议以“监控”这一两国之间的关键水道的“过境运输”之后，油价从高位回落。 特朗普在讲话中将油价上涨归因于“伊朗政权对与冲突毫无关系的商业油轮和邻国发动疯狂的恐怖袭击”。他表示，美国将在未来两到三周内对伊朗进行“极其严厉”的打击，同时补充称战争不会持续太久，与德黑兰的谈判“仍在进行中”，保留了外交解决的可能性。“我们将完成任务，而且我们将非常迅速地完成任务，”他说。 与此同时，根据IRNA报道的翻译，伊朗法律和国际事务副外长卡泽姆·加里巴巴迪表示，如果这条关键航运通道的油轮运输“受到两国的监督和协调”，则有可能恢复。 自2月28日美国-以色列对伊朗开战以来，曾承载全球五分之一石油和天然气运输量的霍尔木兹海峡的交通已基本停滞，引发了世界上最严重的能源危机之一，推动能源价格飙升。 Oxford Analytica政治风险分析师Giles Alston周四表示：“越来越清楚的是，美国在如何将石油运出并通过霍尔木兹海峡这一问题上的立场，华盛顿基本上已经撒手不管了。现在这需要那些通过该海峡运输石油的国家自己去解决。” 富达国际投资组合经理George Efstathopoulos周四对“Squawk Box Asia”表示，市场此前准备迎接一个“二元结果”——要么特朗普给出退出战争的计划，要么是进一步升级和不确定性延长——“显然，我们现在似乎正走在后一条路径上。” 特朗普周三在Truth Social上发帖称伊朗已请求停火，这短暂提振了市场对更多油轮通过该水道的希望，一度推动油价走低。Efstathopoulos预计，随着投资者等待不确定性消退，特朗普的讲话将进一步加剧市场的避险情绪。 特朗普表示，伊朗的“新政权总统”已向美国请求停火，但这一请求只有在霍尔木兹海峡“开放、自由、畅通”的情况下才会被考虑。“在此之前，我们正在把伊朗炸回湮灭状态，或者如他们所说，炸回石器时...