王毅分别同沙特、阿联酋外长通电话；中国石油A股市值重回第一 当地时间5日，伊朗伊斯兰革命卫队宣布，在“真实承诺4”第十七轮行动中，其 高超音速导弹与无人机突破美 “萨德” 系统 ， 打击以色列国防部大楼及本・古里安国际机场， 并摧毁7套雷达系统， 致美以在该地区侦察失效。此前 白宫表示，暂不计划向伊朗派遣地面部队， 但不排除任何军事选项。 美联储最新褐皮书显示，12个辖区中7个经济活动轻微至温和增长，5个持平或下降，较上期有所增加。 消费者支出略有上升，但受经济不确定性、价格敏感度及低收入群体消费缩减影响，销售承压，汽车销量普遍下滑。制造业整体改善，新订单增加，数据中心相关需求较为突出。房地产市场仍受库存与购买力制约。多数辖区对前景保持乐观，预计未来经济将延续轻微、温和增长态势。 国务院新闻办公室将于3月5日（今日）上午11时30分举行吹风会 ， 《政府工作报告》起草组负责人、国务院研究室主任沈丹阳，《政府工作报告》起草组成员、国务院研究室副主任陈昌盛解读《政府工作报告》，并答记者问。 美股方面， 三大指数集体回升，纳指涨1.29%，标普500涨0.78%，道指涨0.49%。 大型科技股多数上涨， 亚马逊、特斯拉涨超3%，英伟达、Meta涨超1%，微软涨不足1%；谷歌、苹果跌不足1%。 纳斯达克中国金龙指数涨0.8%， 热门中概股多数上涨， 蔚来涨超5%，小鹏汽车、网易涨超1%，理想涨1%，拼多多、百度涨不足1%；阿里巴巴跌1.71%，京东跌0.94%。 全球资产表现上， 国际油价大涨， WTI原油期货报76.05美元/桶，涨幅1.86%。布伦特原油 期货报82.55美元/桶，涨幅1.41%。现货黄金涨1.04%，报5140.99美元/盎司。现货白银涨1.82%，报83.5美元/盎司。 加密货币集体拉升，比特币大涨站上72000美元，截止发稿报72828.62美元；以太坊站上2100美元，截止发稿报2135.14美元 。 1. 中东局势致美联储官员政策立场分化 美联储官员就利率与中东局势发声。克利夫兰联储主席哈马克称伊朗冲突影响难估，支持利率长期维持不变，聚焦抗通胀。理事米兰表示当前利率较中性水平高约1个百分点，不宜低估劳动力市场风险，主张以每次25个基点逐步降息至中性，当前适合继续降息。 2. 王毅分别同沙特、阿联酋外长通电话 3 月 4 日，王毅分别同沙特外交大...

格隆汇3月5日｜日经225指数延续涨势，现涨4.2%，报56510.92点。

格隆汇3月5日｜集运指数(欧线)主力合约日内涨幅扩大至11%，现报2033.0点。

Nvidia (NVDA +1.68%) is the hands-down leader in artificial intelligence (AI) processors, but rival Advanced Micro Devices (AMD +5.82%) has struck some high-profile deals lately that have piqued investor interest. With Nvidia predicting annual AI infrastructure spending of up to $4 trillion by 2030, investors may be wondering which company will grab the biggest piece of the pie over the coming years. While AMD's shares have nearly doubled over the past 12 months, compared to Nvidia's 54% gains, there are a couple of reasons why Nvidia remains the better long-term AI stock. AMD is accelerating, but its shares are expensive AMD just scored a major deal with Meta Platforms to supply up to 6 gigawatts of AI data center processing. It's a big win for AMD, not just because it's constantly playing second fiddle to Nvidia in data center deals, but also because the deal is worth more than $100 billion. Meta has the potential to take up to a 10% stake in AMD through the deal, and investors viewed all the details as good news, pushing AMD stock up when the deal was announced. AMD recently reported impressive 2025 results, with revenue rising 34% for the year to $34.6 billion and diluted earnings per share soaring $165% to $2.65 per share. Management said that the company is "entering 2026 with strong momentum across our business" and issued revenue guidance for the first quarter of $9.8 billion, a 32% increase, at the midpoint. Expand NASDAQ : AMD Advanced Micro Devices Today's Change ( 5.82 %) $ 11.12 Current Price $ 202.07 Key Data Points Market Cap $311B Day's Range $ 189.86 - $ 202.43 52wk Range $ 76.48 - $ 267.08 Volume 1.5M Avg Vol 36M Gross Margin 45.99 % But despite the recent Meta deal and the company's strong 2025 results, there's one glaring issue with AMD stock right now: It's very expensive. AMD shares have a trailing price-to-earnings ratio (P/E) of 101. That's pricey by most comparisons, even in the high-flying tech sector, which has an average P/E ratio of 41. ...

Comstage Sicav - MSCI Emerging Market UCITS ETF (LEMA.MI) 期權鏈 Yahoo 財經

格隆汇3月5日｜国务院总理李强代表国务院向十四届全国人大四次会议作政府工作报告。

电脑开着一大堆窗口，又是浏览器又是ChatGPT。 当时，我就想弄明白一件事：恒生科技现在到底能不能买？ 倒不是说现在就要加仓，主要最近一直盯着这个指数，结果它一直在跌。 我想找个工具，把现有的信息梳理一下，出个简报，看看资金流向有没有什么动静。 正好，看到Tabbit开启公测了。 Tabbit是美团旗下光年之外团队做的AI浏览器，这个团队来头还挺有意思：最早是王慧文自己出钱创立的，2023年他因为抑郁症离岗，美团大概花了20亿把这家公司收了，变成旗下的AI子公司。 于是我就下载了，想着直接用这个任务来试试它到底好不好用。 01 打开之后第一感觉就是：干净，比Chrome简单多了。一进来是个大搜索页面，上面可以输网址、正常浏览。 但我第一眼看到的时候，脑子里冒出来的是腾讯IMA。 同样都是这种大搜索框的设计，右边还能挂知识库。 不过IMA的起点是知识库，得先往里面存东西；Tabbit是直接嵌在浏览器里的，随开随用。 它还有个功能叫「妙招」 ，可以创建Prompt、脚本或者Agent。设置里三步就能搞定：写提示词、起名字、点确定，之后在对话框里输个斜杠就能直接调用。 设计上有点像扣子空间，但轻量很多，基本不需要什么学习成本。 顺嘴说个八卦，这个「妙招」功能，让Tabbit在发布第二天就惹出了一场不小的风波。 一个叫「梦溪睡了吗」的独立开发者公开喊话，说Tabbit的翻译功能抄袭了他的开源项目「陪读蛙」。 更离谱的是，有人直接拆包了Tabbit的安装文件，发现里面的图标文件名根本没改，还叫read‑frog。 美团当天发了两次声明，解释说fork代码的时候原项目还没上传开源协议，是后来作者才加上的，属于流程疏漏，不是主观抄袭。 从公测到翻车再到和解，也就24小时以内。 不过这个插曲本身不影响产品体验，但确实给这次公测的开局，添了点戏剧性。 大概摸索了十分钟，我就决定直接上任务。 把问题扔给它：帮我查一下恒生科技目前是不是处于低位，值不值得投资，给我出一份简报。然后我就去干别的事了，顺手就把那个窗口关了。 当时开着一堆标签页，我以为Tabbit跟现在大多数Agent产品一样，任务丢出去之后会在后台自己跑，不用我一直盯着。 关掉的时候它弹了个提示框，大概意思是「关闭可能影响当前任务」。 我当时没多想，点了确认；等回来再打开，任务直接没了。 就这么直接终止了，啥都没有，跟我从...

The Philippines’ inflation rate rose for the third month in a row, putting the economy in a delicate position ahead of the expected surge in prices of goods in the wake of the war in Iran. Consumer prices increased 2.4% in February from a year ago, the Philippine Statistics Authority said on Thursday. That matched the median estimate in a Bloomberg News survey and compares with the 2% recorded in January. Price pressures would narrow the space for further monetary easing at a time when economic momentum remains weak. The Bangko Sentral ng Pilipinas , which aims to keep inflation within the 2%-4% range, has reduced its key rate by 225 basis points so far and signaled it could be nearing the end of the easing cycle that began in August 2024. Inflation is expected to accelerate anew in coming months as the Iran war deepens, risking a sustained disruption in global oil supply. The Philippines, which relies heavily on fuel and food imports, is widely seen by economists as one of the most vulnerable in the region to inflation and growth risks spurred by the conflict. Read More: Iran War Oil Shock Threatens to Unleash Wave of Global Inflation These concerns have already driven the Philippine peso lower, which could further broaden imported inflation and limit the central bank’s ability to reduce borrowing costs. The latest policy rate cut in February came after the nation’s economic growth slowed to 3% in October-December, the weakest pace in 14 years outside of the pandemic. BSP Governor Eli Remolona last month said monetary policy “cannot do much more” to support economic growth at this point.

财联社3月5日电，国务院总理李强代表国务院，向十四届全国人大四次会议作政府工作报告。

全國兩會2026．政府工作報告｜2025年國內生產總值(GDP)增長5%，總量達140.19萬億元。

全國兩會2026．政府工作報告｜2025年國內生產總值(GDP)增長5%，總量達140.19萬億元。

Earnings Call Insights: Alto Ingredients (ALTO) Q4 2025 Management View Bryon McGregor, CEO, stated that the fourth quarter marked a pivotal milestone in the company’s strategic realignment, noting: "Earnings for the fourth quarter were $21 million, a $63 million improvement compared to the fourth quarter of 2024." He emphasized tactical decisions including staffing adjustments, cost savings, plant efficiency investments, and a focus on high-margin opportunities. The acquisition of Carbonic was highlighted as improving profitability and diversification: "Alto Carbonic also contributed positively to the profitability in our Western segment for both the fourth quarter and for all of 2025." McGregor explained that the company qualified for approximately 90 million gallons of annual production for 45Z credits at its Columbia and Pekin Dry Mill facilities, leading to $7.5 million in 45Z credit earnings for 2025. He added: "For 2026, with the removal of the indirect land use change or ILUC, from the GREET model, we expect to qualify for $0.20 per gallon at our Columbia and Pekin Dry Mill facilities and to generate approximately $15 million in net proceeds." The decision to halt active marketing of the Columbia facility was attributed to improved profitability, with continued evaluation of options for the Magic Valley facility, including a potential restart to capture 45Z credits and CO2 monetization. CFO Robert Olander noted: "Net sales were $232 million, $4 million lower than in the prior year. This reflects a reduction in volumes sold of 10.6 million gallons, primarily due to our decision to idle our Magic Valley facility at the end of 2024." Olander detailed a significant swing to positive gross profit, driven by higher crush margins, improved export sales, cost reductions, and a $1.4 million contribution from Alto Carbonic. Olander added that the company received its maximum insurance payment of $10 million related to damage at the Pekin dock, with proceeds to fund re...

(^FTAF) 公司概況及事件 Yahoo 財經

This article first appeared on GuruFocus. Release Date: March 03, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Avanti Feeds Ltd (BOM:512573) reported a year-on-year growth of 39% in gross income for the shrimp processing and export division in Q3 FY26. The company achieved a significant increase in profit before tax for the shrimp processing division, rising from 18 crores in Q3 FY25 to 52 crores in Q3 FY26. The pet food segment showed promising growth, with sales increasing from INR 95.08 lakhs in Q2 FY26 to INR 136.2 lakhs in Q3 FY26. The company is expanding its market presence in Tier 2 and Tier 3 cities and has initiated e-commerce operations on platforms like Super Tail and Amazon. Avanti Feeds Ltd (BOM:512573) is optimistic about the impact of reduced tariffs in the EU and UK, expecting increased market access and demand for shrimp exports. Negative Points The gross income for the shrimp feed division decreased by 12.78% in Q3 FY26 compared to the previous quarter, primarily due to a decrease in the quantity of feed sold. The company faces challenges with increasing prices of major raw materials like fishmeal and soybean meal, impacting profitability. The shrimp processing and export division experienced a decrease in sales quantity by 1,095 metric tons in Q3 FY26, representing a 23% drop. There is uncertainty regarding the implementation timeline of trade agreements with the UK and EU, which could delay potential benefits. The company anticipates a decrease in profit before tax margins for the full fiscal year due to rising raw material costs, expecting it to be around 14.5% to 15%. Q & A Highlights Q: With the implementation of the UK's trade deal and the EU trade deal, do you see the market in the EU expanding for shrimps due to reduced tariffs? A: Yes, the market access into the EU and UK would improve, leading to higher demand from these markets due to reduced duties. (Responden...

Ray Dalio 的观点，文中指出虽然AI正在渗透各行各业，但巨大的基础建设投入未必能转化成企业的实际利润。作者利用互联网泡沫的历史教训警示投资者，技术革命的成功并不等同于具体公司的生存，许多企业可能在盈利前就因资金链断裂而倒闭。此外，文中通过阿里巴巴通义千问团队的人事变动，揭示了即便在不同体制下，开源理想与商业现实的冲突依然激烈。最终，文章强调了在AI吞噬世界的同时，如何实现可持续的现金流才是企业面临的最大挑战。 市场谈 AI，容易看到技术有多猛，不容易看到赚钱有多难。 2026 年 3 月 4 日，桥水基金创始人 Ray Dalio 在 All-In 播客里说： “AI 正在吞掉一切。” 从软件到制造，从金融到医疗，AI 正在改变各个行业的工作方式。资本也在快速跟进：数据中心、GPU 芯片、大模型训练，投资规模持续扩大。 但 Ray Dalio 同时警告：这场繁荣可能会反噬自己。 技术会继续往发展，公司未必活得下来。 第一节｜AI在扩散，资本在涌入 Ray Dalio 在访谈里明确表示：AI 正在吞噬一切。 他的意思是：AI 正在进入各个行业，几乎没有哪个领域能够避免。 这和过去的技术革命不太一样。互联网最早改变的是信息传播，后来才慢慢进入电商、广告、金融。AI 不同，只要有数据、有流程，就能用 AI 来做。软件、金融、制造、医疗，很多工作已经有 AI 参与了。 过去需要大量人力的工作，比如写代码、分析数据、生成内容、处理客户服务，现在可以通过模型自动完成。 资本市场反应很快。过去两年，大量资金流向 AI 相关领域。 但 Ray Dalio 接着说了另一句话： “如果这些巨额投入无法转化为足够利润，这场繁荣可能无法持续。” 第二节｜押注技术，不等于押注公司 为什么巨额投入可能无法转化为利润？ Ray Dalio 在访谈里提到一个常见误区： “投资者以为自己在投资技术革命，但实际上买的是具体公司的股票。这两件事结果可能完全不同。” 他举了 2000 年互联网浪潮的例子。当时互联网被认为会改变世界，后来证明确实如此。电子商务、搜索引擎、社交媒体、在线服务，都在之后二十多年里迅速发展。 但当时的公司呢？大量互联网公司出现，又在泡沫破裂后消失。很多企业在技术真正成熟之前，就因为资金、商业模式或竞争问题被淘汰了。 技术留下来了，公司换了一批。 AI 可能也会经历类似过程...

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Key Points Incline Global sold 452,404 IAC shares; estimated trade size ~$15.41 million based on quarterly average pricing. Quarter-end position value fell by $15.41 million, reflecting both the share sale and price movement. Transaction represented a 5.3% change relative to fund’s $292.68 million in reportable equity assets. This marks a full liquidation of a position that previously accounted for 4.6% of the fund’s AUM as of the prior quarter. 10 stocks we like better than Iac › What happened According to an SEC filing dated February 17, 2026, Incline Global Management LLC fully exited its position in IAC (NASDAQ:IAC) during the fourth quarter. The estimated transaction value is $15.41 million, based on the quarter’s average share price. The fund’s position in IAC fell to zero shares, with the net position change — reflecting both trading activity and market price moves — also totaling $15.41 million. What else to know Incline Global fully liquidated its IAC stake, which now represents 0% of reportable 13F assets under management (AUM), down from 4.6% in the prior quarter. Top holdings after the filing: NYSE:ASGN: $15.69 million (5.36% of AUM) NYSE:VRT: $15.55 million (5.31% of AUM) NYSE:NCLH: $15.15 million (5.18% of AUM) NYSE:GVA: $14.92 million (5.10% of AUM) NYSE:PRIM: $14.54 million (4.97% of AUM) As of February 17, 2026, IAC shares were priced at $34.27, down 11% over the past year, underperforming the S&P 500 by 23 percentage points. IAC reported trailing twelve months revenue of $2.39 billion with a net loss of $104.03 million; forward P/E was 26.4, and EV/EBITDA was 18.5 as of February 17. Company Overview Metric Value Price (as of market close February 17, 2026) $34.27 Market capitalization $2.65 billion Revenue (TTM) $2.39 billion Net income (TTM) ($104.03 million) Company Snapshot IAC offers digital content publishing, online marketplaces for home services, search and information websites, and platforms connecting families with caregivers and professio...

A Chinese woman who suffered a heart attack almost missed out on life-saving treatment because of her gel nails. The case has shocked mainland social media and become a wake-up call about the risk of manicures. The 28-year-old woman in central China’s Hunan province, who uses the pseudonym Lili, had a sudden heart attack on February 5. Lili’s fake nails, above, presented a dangerous impediment to her emergency treatment. Photo: Handout Emergency medical staff at the People’s Hospital of Hunan Province immediately came to her rescue. Advertisement However, when they tried to fit a fingertip pulse oximeter, a device used to monitor oxygen saturation, they found that the device could not detect the correct data due to her thick and long press-on nails. The gel nails blocked the infrared light rays the device transmitted, which were supposed to measure haemoglobin’s light absorption through the finger. Advertisement The medical team first attempted to remove the nails themselves but failed as they were attached so tightly.

第十四屆全國人大四次會議在北京人民大會堂開幕，全國人大委員長趙樂際表示，應出席代表2,878人，今日會議共有2,765人出席，113人缺席，出席人數符合法定人數。

第十四屆全國人大四次會議在北京人民大會堂開幕，全國人大委員長趙樂際表示，應出席代表2,878人，今日會議共有2,765人出席，113人缺席，出席人數符合法定人數。

Iran crisis could disrupt supply of key chipmaking materials, South Korea warns Reuters

习近平等党和国家领导人出席十四届全国人大四次会议开幕会 2026-03-05 08:58:57 来源： 同花顺7x24快讯 分享 3月5日上午9时，十四届全国人大四次会议在人民大会堂开幕，习近平等党和国家领导人步入会场，出席开幕会。(央视新闻)

韩国执政党立法委员金英培周四表示，韩国芯片行业担心，伊朗危机的长期化可能会使大型科技公司在中东建立人工智能数据中心的计划受挫，从而拖累强劲的芯片需求。金英培表示，芯片行业还担心伊朗危机可能会扰乱来自中东的一些关键芯片制造材料（如氦气）的供应。金英培是在与三星电子等公司的高管以及商业和贸易团体会面后发表上述评论的。（新浪财经）

Amazon.com Inc. (NASDAQ:AMZN) is one of the best blue chip stocks to buy for the long term. On March 2, Amazon Leo, Amazon.com Inc.’s (NASDAQ:AMZN) low Earth orbit satellite broadband network, signed an agreement with Vodafone and its African subsidiary Vodacom to connect 4G and 5G mobile masts in remote areas across Europe and Africa. The announcement was made at Mobile World Congress in Barcelona. The deal allows Vodafone to deploy mobile base stations in hard-to-reach areas without laying costly fiber or fixed wireless links back to its core network. Instead, it will use Amazon Leo’s satellite backhaul to deliver speeds of up to 1 Gbps download and 400 Mbps upload. Beyond expanding reach, Vodafone will also use Amazon Leo to boost network resilience. This way, the telecom giant will be able to keep emergency and critical services online in the event that fiber links connecting mobile masts are severed. The rollout starts in Germany before expanding to other European markets. Afterwards, Amazon Leo will be deployed progressively across Africa through Vodacom. Both companies expect the first connected mobile sites to go live in 2026. Separately, on March 1, Wolfe Research maintained an Outperform rating on Amazon with a $250 price target. The firm argued that Wall Street is significantly underestimating the commercial value of Amazon’s partnership with Anthropic. Wolfe projects the partnership will contribute $25 billion in Amazon Web Services (AWS) revenue by 2027, up from roughly $3.9 billion in 2025. Copyright: buchachon / 123RF Stock Photo Amazon.com Inc. (NASDAQ:AMZN) operates a global e-commerce platform that sells a wide range of consumer products and digital content, while also providing third-party marketplace services. The company’s major business segments include online retail, cloud computing through AWS, subscription services such as Prime, and advertising. While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer ...

Amazon.com Inc. (NASDAQ:AMZN) is one of the best WallStreetBets stocks to buy according to analysts. On March 2, Amazon.com Inc.’s (NASDAQ:AMZN) business unit Amazon Data Services bought the George Washington University’s Virginia campus for Science and Technology for a sum of $427 million, as per an announcement made by the university. This acquisition is another step towards Amazon’s plan of investing $35 billion in Virginia by 2040. On February 18, Bernstein analyst Mark Shmulik reiterated a Buy rating on Amazon.com Inc. (NASDAQ:AMZN) with a price target of $265. The firm’s price target reflects an additional 27% upside from the current levels. This upside is consistent with the median Wall Street analyst estimate based on 72 analysts’ estimates. Amazon.com Inc. (NASDAQ:AMZN) has officially become the world’s largest company by revenue, surpassing Walmart following its Q4 earnings report. This marks an important milestone for the company as Walmart has held the top position on the Fortune 500 list for 13 consecutive years. Copyright: rawpixel / 123RF Stock Photo Amazon.com Inc. (NASDAQ:AMZN) operates across e-commerce, digital content, advertising, and cloud computing. Its online and offline stores offer both in-house and third-party products, while its Amazon Web Services (AWS) division runs one of the world’s largest data center networks. While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: Goldman Sachs Value Stocks: 10 Stocks to Buy and 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. Disclosure: None. Follow Insider Monkey on Google News.

财联社3月5日讯（编辑 刘蕊） 本周，由于美国和以色列对伊朗发动了袭击，全球金融市场受到剧烈冲击，尤其是美国股市一度出现大幅下滑。 不少投资者押注，随着美股大跌，美国总统特朗普可能会在战争问题上退缩，即所谓的“TACO”交易。但要到何种程度的下跌才会让特朗普感到难以承受呢？ 地缘政治专家、BCA研究公司的首席策略师马克奥·帕皮奇（Marko Papic）表示，美股必须跌得够狠，特朗普才会开始对伊朗的战争行动有所收敛。而目前的跌幅，可能还远远不够。 美股需要下跌10%才能促使特朗普收手 帕皮奇在报告中写道： “我们认为，标普500指数必须下跌超过10%，才能真正确保出现'特朗普看跌期权'（Trump put）。我们认为这种情况可能会提前发生，也可能在之后发生，总体对此持开放态度。但 美股价格出现两位数的下跌无疑会起到更大的推动作用 。” “特朗普看跌期权”指的是，市场预期特朗普会在市场大跌时出手救市，形成类似“看跌期权”的下行保护。 然而自上周六美国对伊发动袭击以来，美股在本周的跌幅暂时有限，标普500指数仅仅是在周二盘中一度大跌超2%，但最终收盘跌幅收窄至0.9%。而到了周三，美股更是上涨0.78%，基本收复了前一天的跌幅。 这并非帕皮奇首次预测特朗普可能会因市场压力而让步。 去年3月，在特朗普宣布实施全球对等关税前夕，帕皮奇就曾预测，如果标普500指数下跌15%至20%，特朗普就会放弃贸易战。 而到了4月，当该指数从2月的高点下跌19%，且10年期国债收益率飙升时，特朗普果然宣布暂停加征关税。 战争并不能靠特朗普单方面结束 随着美以对伊展开袭击，伊朗快速限制了霍尔木兹海峡的运输，国际油价应声而涨，因为该海峡是全球20%石油的运输通道。 这让不少投资者对美股前景都感到恐慌，因为油价上涨可能会导致美国通货膨胀上升，促使美联储不得不将利率维持在较高水平。 美东时间周二，特朗普表示，美国将确保船只通过该海峡的通行权，这让投资者们稍微松了一口气。在这一消息的推动下，美股出现了自上周六战争爆发以来的首次上涨，油价也首次下跌。 但帕皮奇警告称，战争并非那么容易就能结束的：即便特朗普试图缓和局势，伊朗可能也不愿意达成停火协议。 当前的重点是，美国的袭击已导致伊朗最高领袖哈梅内伊和其他高级官员丧生，这意味着伊朗政权面临比以往更大的威胁。帕皮奇认为，与以往的冲突相比，伊朗这次可能会采...

Everspin Tech NASDAQ: MRAM reported fourth-quarter 2025 results that management said came in toward the high end of its outlook, driven by strength in data center, energy management, and industrial automation end markets. The company also outlined product milestones in its xSPI STT-MRAM portfolio and reiterated a longer-term strategy of reaching $100 million in annual revenue over the next three to five years. Get Everspin Tech alerts: Sign Up Fourth-quarter results and drivers President and CEO Sanjeev Aggarwal said Everspin delivered fourth-quarter revenue of $14.8 million and non-GAAP EPS of $0.11 per diluted share. CFO Bill Cooper added revenue was up 12% year over year and within the company’s guidance range of $14 million to $15 million. Aggarwal attributed the quarter’s performance to multiple application areas: Data center: Growth was driven by ongoing work with IBM on its FCM4 module, the recently introduced FCM5, and a RAID reference design at top-five hyperscale operators, according to Aggarwal. Growth was driven by ongoing work with IBM on its FCM4 module, the recently introduced FCM5, and a RAID reference design at top-five hyperscale operators, according to Aggarwal. Energy management and industrial automation: The CEO said demand “returned to normal levels” after a period of inventory consumption that weighed on prior-year demand. Cooper said MRAM product sales, including Toggle and STT-MRAM, were $13.5 million, up 22% from the year-ago quarter. Licensing, royalty, patent, and other revenue declined to $1.3 million from $2.2 million in the fourth quarter of 2024 due to the completion of projects that were active in the prior year. Margins, expenses, and balance sheet On profitability, Cooper said GAAP gross margin was 50.8%, slightly down from 51.3% in the year-ago period, primarily due to lower licensing and other revenue. GAAP operating expenses were $8.6 million, down sequentially and up slightly from $8.4 million in the fourth quarter of 2024. Eve...

受中东地区局势紧张，多国机场暂停运营的影响，中东地区至中国的多个航班宣布取消，大批旅客滞留。当地时间3月4日11时04分，阿联酋航空EK362(迪拜-广州)航班从迪拜国际机场起飞，于北京时间3月4日21时58分到达广州白云机场（600004）。这是自3月2日迪拜机场有限度恢复运营以来首架飞往中国内地的航班。(央视财经)

Shiba Inu (SHIB +4.39%) hasn't always been a popular animal with investors. Like other meme coins, it has been dogged by a reputation as a less-than-serious investment with less utility than other digital monies. On Wednesday, though, it was pulled up by a general rally in all manner of cryptocurrencies. This was due in no small part to a new push from the White House. Trump card played Wednesday saw President Trump make one of his frequent proclamations, and this one directly affects cryptocurrencies. The White House announced that Trump called on both hyperscalers and artificial intelligence (AI) companies to secure all the energy necessary, via new generating capacity, for the build-out and operation of data centers. He added that they should be "paying the full cost of their energy and infrastructure, no matter what." Further, as part of the pledge, those companies should promise to refrain from effectively passing the costs to consumers through rate hikes. On top of that, such businesses are expected to find ways to lower consumer electricity costs over the long term through various means. Expand CRYPTO : SHIB Shiba Inu Today's Change ( 4.39 %) $ 0.00 Current Price $ 0.00 Key Data Points Market Cap $3.4B Day's Range $ 0.00 - $ 0.00 52wk Range $ 0.00 - $ 0.00 Volume 192M A powerful ally The Pledge has already been signed by no fewer than seven major tech companies, including Alphabet, Microsoft, Meta Platforms, and OpenAI, the developer of ChatGPT. It benefits cryptocurrencies because it creates a roadblock to anti-crypto mining legislation, which often seeks to address the impact of data center build-outs on ordinary citizens (particularly those struggling to cope with rising costs). This initiative bolsters the Trump team's reputation as a crypto-friendly administration, so we can expect more top-down efforts to support digital coinage. These should benefit meme coins as well as their more "serious" peers.

Mongkol Onnuan/iStock via Getty Images I'm always quite sentimental when I cover EPR Properties ( EPR ). It was the first business I wrote about here at Seeking Alpha. I've covered it several times since then, and in general, I've been very bullish on this unique REIT, but I'm very happy with my initial coverage. Since then (May 2024), EPR's stock price increased by over 37% and delivered nearly 56% total return thanks to EPR's very attractive (in my taste) dividends. Seeking Alpha The last time I covered it was in the beginning of December 2025. Since then, EPR's stock price has increased by 14.3%, delivering a total return of 16.2%. Seeking Alpha I see that EPR has just shared its results for Q4 2025. At the same time, I understand that the market is concerned with dynamic AI development and increasing adoption. Given EPR's substantial exposure to the theater segment, I've seen that some investors are concerned if that could be a threat to EPR. I will explore this later, but I would like to discuss EPR's latest results in the first place. EPR Remains My Key Holding In The REIT Portfolio EPR in a nutshell I consider EPR a very unique REIT in the market as it focuses on experiential properties. Its portfolio was historically oriented around theaters (and they still represent a substantial share of adj. EBITDA - 36% ), but I see that EPR also invests in eat & play venues, fitness centers, ski resorts, waterparks, etc. With a $100B total addressable market, EPR has a lot of opportunities to choose from, and that's why EPR has managed to keep its theater portfolio at a high quality. EPR Properties - Investor Presentation What's important in EPR's business model? The structure of its leases. I'd like to highlight that EPR is a triple net lease REIT. I consider a triple net lease to be a highly favorable type of lease that involves the tenant in covering a substantial part of costs regarding the property (operations, maintenance, taxes, insurance, repairs, etc.). EPR Pro...