Mobile tech conference Mobile World Congress is underway in Barcelona, where Qualcomm (QCOM) outlined its artificial intelligence (AI) strategy and upcoming innovations, including bringing 6G to market by 2029. Qualcomm CFO and COO Akash Palkhiwala speaks with Market Catalysts host Julie Hyman about the company's 6G plans and how they will transform the consumer electronics landscape. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

US equity markets were tracking in the red before the opening bell Thursday as investor concerns per Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

A headline-grabbing stunt for Evita, which saw her perform on the outdoor balcony every night, drew huge crowds to the concourse outside the Palladium, sparking a debate about whether it was fair to the ticket buyers sitting inside the theatre.

China’s “ two sessions ” this year presents less of a story of an economic miracle than of transition: from high-speed to high-quality growth, and from dependence on external demand to a more resilient, innovation-driven economy. Against a backdrop of global tensions and fragmenting supply chains, Beijing is using this political moment to signal that it sees opportunity in adversity and is prepared to recalibrate its development model rather than cling to the habits of the boom years. For China, the key question is no longer whether it can hit a headline growth number for a single year, but whether it can reshape the foundations of its economy in a way that is robust to shocks from geopolitics, demographics, finance and climate. Premier Li Qiang’s government work report on Thursday offers a window into how the leadership intends to answer that question. What emerges is a cautiously optimistic vision of slower, steadier growth powered more by chips, data and domestic demand. Advertisement The 2026 growth target of 4.5 to 5 per cent is not an admission of weakness; it is a marker of economic maturity. Moving away from “growth at all costs” suggests a greater focus on better allocation of capital, improved environmental outcomes and more attention to financial stability. One of the most encouraging aspects of this year’s agenda is the continued emphasis on innovation and technological upgrading as central pillars of China’s long-term strategy. The subtext is clear: the days when China could grow by simply adding more labour and capital to low-tech factories are over. Future gains will come from doing more with less and doing it at the frontier. Advertisement In practice, this means elevating research and development (R&D) from a supporting role to centre stage. Increased R&D spending, greater emphasis on basic science and support for strategic sectors are all part of the package.

阿里成立基础模型支持小组…… ①阿里成立基础模型支持小组，将持续加大AI研发投入； ②Anthropic CEO重启与五角大楼的AI合作协议谈判。

Laurene Powell Jobs attends the Clinton Global Initiative 2024 Annual Meeting at New York Hilton Midtown on September 24, 2024 in New York City. John Nacion | Getty Images A version of this article first appeared in CNBC's Inside Wealth newsletter with Robert Frank, a weekly guide to the high net worth investor and consumer. Sign up to receive future editions, straight to your inbox. Fears of an artificial intelligence bubble roiled the stock market in February, but investment firms of ultra-wealthy families still made bullish bets on high-flying AI startups. For instance, Laurene Powell Jobs' investment and philanthropy firm Emerson Collective joined a $1 billion fundraise for AI developer World Labs last month. World Labs' first product, Marble, allows users to create and edit 3D world models with text and image prompts. And Indian billionaire Azim Premji's namesake family office also participated in a $315 million Series E round for Runway, an AI video generation startup. In February, family offices made 41 direct investments in companies, nearly all associated with AI, according to data provided exclusively to CNBC by private wealth platform Fintrx. World Labs and Runway are in good company. AI-related startups raised $171 billion in February, pushing the month's total startup funding from all investors to a record $189 billion, according to Crunchbase data . Rounds by Anthropic , OpenAI and Waymo drew the lion's share of the funds, while four other companies, including World Labs, garnered ten-figure rounds. In other family office deals, Hillspire, the firm of ex-Google CEO Eric Schmidt and his wife, Wendy, invested in a novel startup that could benefit the rest of its AI portfolio. Last month, the firm joined a $150 million Series B for Goodfire, which aims to understand how AI models work in order to improve them. Schmidt warned at a conference in October that AI models are susceptible to hacking for malicious purposes. However, he said he is generally optimi...

aristotoo/iStock via Getty Images Introduction This year, so far, has been quite something. While I'm writing this, the S&P 500 is basically flat on the year. That’s not a bad thing if we consider that the index returned 16% last year. In 2024, it returned 23%. In the year before that, it returned 24%. Also, there's the war in Iran. So yes, if you had any meaningful index exposure or a portfolio with a high correlation to the market, odds are you made a lot of money in the past. Taking a break after such a blowout performance is only normal, as we have had just one period since the 1980s that saw more than three consecutive strong years. That was ahead of the dot-com bubble, as seen in the chart below from JPMorgan. Think about that. JPMorgan The thing, however, is that this performance wasn’t evenly distributed. And to be honest, it never is. Since 2015, this has been a very tech-led market, which has concentrated tremendous wealth in that area. As I have often written, Nvidia ( NVDA ) alone is worth more than the five smallest S&P 500 sectors combined. That doesn’t mean Nvidia deserves to be sold, yet it shows how much capital in absolute terms is concentrated in some areas. Now, some of that has started to unwind, and it has happened extremely violently. As we can see below, year-to-date, energy is up 25%, followed by materials, consumer staples, and industrials. Three of these sectors are cyclical. Consumer staples are likely among the winners due to their ability to withstand AI disruption. Although I agree with people who make the case that it may be weird to sell a stock like Amazon ( AMZN ) to buy PepsiCo ( PEP ), which now has a higher P/E multiple than Amazon, as I have written in the past, I think it’s a different story due to a lot of capital rushing into safety. State Street And, to get back to my main point, because there is so much capital in certain areas, even a slight rotation can have a violent impact on smaller sectors and stocks. That’s what we ...

In the Phase 2/3 COMPANION-002 study of tovecimig (DLL4 x VEGF-A bispecific antibody) in patients with biliary tract cancer, the prespecified event threshold of 80% overall survival (OS) events was reached in Q1 2026; as a result, the analyses of progression-free survival (PFS) and OS are expected to be reported in April. Based on previously reported responses in patients with triple-negative breast cancer (TNBC) and non-small cell lung cancer (NSCLC) in the Phase 1 study of CTX-8371 (PD-1 x PD-L1 bispecific antibody), expansion cohorts are now open and enrolling patients with these tumor types; based on an additional response in a patient with Hodgkin lymphoma, a further expansion cohort of patients with Hodgkin lymphoma will begin shortly. The IND application for CTX-10726 (PD-1 x VEGF-A bispecific antibody) received FDA clearance and the Phase 1 study will be open for enrollment in Q1. Bing Gong, PhD has been promoted to Chief Scientific Officer. Dr. Gong joined Compass in 2015 and has been instrumental in the expansion and advancement of the Compass discovery and development pipeline. $209 million in cash and marketable securities at year end 2025, which is expected to fund operations into 2028. BOSTON, March 05, 2026 (GLOBE NEWSWIRE) -- Compass Therapeutics, Inc. (Nasdaq: CMPX), a clinical-stage, oncology-focused biopharmaceutical company developing proprietary antibody-based therapeutics to treat multiple human diseases, today reported full 2025 financial results and provided a business update. “2025 marked a year of significant progress for Compass, highlighted by our lead asset tovecimig successfully meeting the primary endpoint of overall response rate in the COMPANION-002 Phase 2/3 study in patients with biliary tract cancer. We are excited to report the results of the key secondary endpoints next month,” said Thomas Schuetz, MD, PhD, Chief Executive Officer and Vice Chairman of the Board of Directors. “The upcoming tovecimig PFS/OS data release could be t...

‒ Q4 2025 Net Revenue of $128.6 million ‒ ‒ Pro Forma Full Year 2025 Net Revenue of $401.3 million ‒ ‒ Q4 2025 Net Income of $14.0 million; Adjusted EBITDA of $77.2 million ‒ ‒ Conference Call Scheduled for Today at 8:30 a.m. Eastern Time ‒ PARSIPPANY, N.J., March 05, 2026 (GLOBE NEWSWIRE) -- CorMedix Inc. (Nasdaq: CRMD), a biopharmaceutical company focused on developing and commercializing therapeutic products for life-threatening diseases and conditions, today announced financial results for the fourth quarter and full-year ended December 31, 2025 and provided an update on its business. Recent Corporate Highlights: CorMedix announces $128.6 million of net revenue for the fourth quarter of 2025, largely driven by continued utilization of DefenCath by its outpatient dialysis customers. DefenCath sales contributed $91.2 million of net revenue in the quarter. For the full-year 2025, CorMedix achieved total revenue of $311.7 million and pro forma total revenue of $401.3 million. (1) In the fourth quarter of 2025, the Company recognized Net Income of $14.0 million and adjusted EBITDA of $77.2 million. (2) Basic and Fully Diluted EPS were $0.18 and $0.16 per share, respectively. Basic and Fully Diluted EPS were $0.18 and $0.16 per share, respectively. CorMedix reiterates previously established guidance for 2026, including net revenue of between $300 and $320 million and adjusted EBITDA of between $100 and $125 million. CorMedix announced in early February that its Board of Directors approved a share repurchase program, which authorizes the Company to repurchase up to $75 million of the Company’s outstanding common stock. As highlighted during the Company’s recent Analyst Day, CorMedix expects clinical data from the Phase 3 ReSPECT study of REZZAYO® (rezafungin for injection) in the prophylaxis of invasive fungal infections in adult patients undergoing allogeneic blood and marrow transplant in Q2 2026. In addition, the ongoing Phase 3 study of taurolidine/heparin catheter...

伊朗傳媒報道，美國和以色列的襲擊，已造成1,230名伊朗人死亡。美國稱正加快軍事行動，預計數天內取得伊朗制空權。伊朗傳媒報道，伊朗防空系統擊落一架，美國空軍F-15戰機。 美國和以色列打擊伊朗行動，周四進入第六日，在凌晨時分，伊朗首都德黑蘭，多處爆炸冒煙。伊朗革命衛隊則表示，以高超音速導彈和無人機，突破美國「薩德」反導系統，對以色列國防部大樓和特拉維夫機場發動攻擊。 伊朗「德納」號護衛艦周三在斯里蘭卡附近海域被美軍潛艇的魚雷擊沉。美國防長赫格塞思指，是二戰後美軍潛艇首次利用魚雷擊沉敵方艦艇。「德納」號隸屬伊朗海軍南部艦隊，事發的印度洋海域，距離斯里蘭卡南部城市加勒約74公里，不屬於斯里蘭卡領海。 斯里蘭卡軍方收到伊朗艦艇遇險信號後，立即趕往救援，最終救出逾30人，打撈出幾十具遺體。 伊朗外長阿拉格齊在社交平台稱，載有近130名士兵的「德納」號，是應印度海軍邀請前往當地，無預警下在國際水域遭到襲擊，美國將為自己犯下的暴行感到十分後悔。 北約亦首次捲入衝突，駐紮在東地中海的北約部隊，防空系統周三成功攔截一枚從伊朗射向土耳其的彈道導彈。北約發言人譴責伊朗對土耳其的攻擊。 伊朗武裝部隊周四發聲明，表示尊重土耳其的主權，否認曾向土耳其領土發射導彈。消息人士透露，該枚伊朗導彈原本目標是塞浦路斯的軍事基地，但偏離軌道飛向土耳其。 土耳其總統埃爾多安回應稱，正與北約盟友密切磋商，採取一切預防及必要的干預措施，並明確發出警告，防止類似事件再次發生。 赫格塞思表明，美國正贏得這場衝突的勝利。目前對伊朗軍事行動正在加快而非放緩，預計未來數天內，美國及以色列軍方將完全取得伊朗制空權。白宮就稱，目前美軍未有計劃對伊朗派遣地面部隊。 美國總統特朗普非常滿意美軍表現。 美國總統特朗普稱︰「有人問如果10分是滿分，對(美軍行動)打幾多分？我會答15分。我們會繼續良好勢頭，我們有最強大軍隊。」 《紐約時報》早前報道，在美以兩國聯手襲擊伊朗之後，伊朗情報人員曾經間接聯繫，美國中情局示意，願意談判結束戰事。 伊朗有通訊社引述知情人士，駁斥相關報道是徹底的謊言及心理戰，指伊朗未向美國發送任何訊息，亦不會對美國的訊息作出回應，伊朗武裝部隊已做好打持久戰的準備。

Anthropic In Chaos: CEO Tries To Salvage Pentagon Contract After Slamming Trump, Altman In Leaked Letter Things over at Anthropic are getting wild. On Friday, the Trump administration 'fired' the woke serial copyright infringer , industry disruptor and software-engineer-extinctor after a bruising dispute with the Pentagon came to a head over ethical concerns surrounding Claude's military use - specifically, domestic surveillance and fully autonomous weapons. The Pentagon demanded to use ClaudeAI for "any lawful purpose" with no guardrails - or having to ask permission from a bunch of blue-haired Karens in a life-or-death scenario. The chatbot's supposedly idealistic leader (whose sister and Anthropic co-founder, Daniella Amodei, is married to Holden Karnofsky, the founder of Effective Altruism himself ) had to signal virtuemaxx to his employees, and said no. OpenAi's Sam Altman, who is a different kinds of opportunistic sociopath with zero moral qualms, pretended to side with Amodei at first only to immediately swoop in and poach Anthropic's Pentagon contract. Meanwhile, Amodei's investors, who had just dumped all their cocaine cash for the next 20 years into his company at a $380 billion valuation, and realized they would never see their money again if the government blacklisted and banned the company from all government supply chains, were terribly vexxed. The spat resulted in three things; first, in addition to getting 'fired,' Anthropic was deemed a "supply-chain risk" (making them radioactive to the defense industry) - and federal agencies were given six months to ditch Anthropic products. Second, OpenAI's Sam Altman slid into Hegseth's DMs (through proper channels, we're sure) and landed Anthropic's contract - which they revised to beef up and clarify safety protocols, and third, Anthropic CEO Dario Amodei threw a ripper of a tantrum in a leaked memo sent to over 2,000 employees attacking the Trump administration and OpenAI. For Silicon Valley investors and al...

T20 World Cup updates from Mumbai; 1.30pm GMT start Sign up for the Spin | Follow us on Bluesky | Mail Tim Afternoon everyone and welcome to the biggest thing since the Ashes. After a largely wretched winter, England have somehow made their way to a World Cup semi-final. They are now David, up against Goliath: the world’s best T20 team, on their home turf. But India have looked vulnerable at times in this tournament and England have kept finding a way to win, mostly by luring the opposition into a false sense of security and then relying on Will Jacks to bail them out. Being the underdogs should suit them nicely. It’s the third time in a row that these two sides have met in the semi-final of a T20 World Cup. England won the first with the greatest of ease before India took all too predictable revenge in the second. This one is harder to call. India bring more firepower, especially now that Sanju Samson has come to the party. They have Jasprit Bumrah, the world’s most lethal fast bowler, and spinners to spare. Continue reading...

新的区域级数据和人才流通枢纽正在形成。 以“智能时代”为主题的2026年世界移动通信大会，即将在西班牙巴塞罗那落下帷幕。全球移动通信系统协会会长维韦克·巴德里纳特(Vivek Badrinath)在主旨演讲中称， 如果人人都能被互联网连接起来，AI的下一次突破可能来自任何地方。 这正是AI给全球带来的机遇与革新。近5年间，全球跨境数据流动规模增长超过一倍。 “随着以人工智能为代表的数字技术加速发展，其复杂影响带来的全球性问题更加突出，全球数字治理面临新形势。”中国信息通信研究院近日发布的《全球数字治理蓝皮书（2025年）》（下称“蓝皮书”）分析称，新的区域级数据和人才流通枢纽正在形成，数字领域跨境投资强劲增长，数字贸易规模持续扩大，多中心的数字全球化格局显现；智能（数字）鸿沟成为新兴挑战，发展资源不平衡和经济效应集中成为新的全球性风险。 多中心化趋势显现 蓝皮书援引TeleGeography数据库数据称，截至2025年9月，全球跨境数据流动规模达1835Tbps（太比特每秒，是衡量数据传输速率的单位），较2024年（1479Tbps）增长24%，较2020年规模（618Tbps）增长了一倍以上。 “近几年，全球跨境数据流动规模稳步增加，但增速有所放缓。”蓝皮书称，2020～2024年全球跨境数据流动规模增长率逐步回落，近五年年均增长率约为26%。与此同时，新兴区域枢纽开始显现，数据流动趋向多中心化格局。据TeleGeography专家分析，全球对美国、欧洲等传统网络枢纽依赖度下降，拉美地区流向美国的国际IP流量份额从85%降至74%；中非、撒哈拉以南非洲及南非流向欧洲的国际IP流量份额均持续下降；南非流向欧洲的份额降至近40%；各区域内互联快速增长。 数据流动多中心化格局显现，也表现在全球数字服务贸易区域结构上。在论及全球数字贸易发展情况时，商务部《中国数字贸易发展报告2025》（下称“报告”）分析称，全球数字交付服务贸易的区域结构表现为发达经济体高占比和发展中经济体高增长两大特征。出口方面，排名前10位中有8个为发达经济体。2024年，全球数字交付服务出口额排名前10位的经济体占比合计达66.2%。其中，前3位的美国（15.2%）、英国（9.8%）和爱尔兰（9.0%）出口额合计达全球的三分之一。进口方面，排名前10位中有9个为发达经济体。 “发展中经济体数字化转型...

文章提及标的 博通 -- 特鲁斯特证券：将博通（AVGO）目标价上调至545美元，此前为510美元。

TSLA Stock is moving on the confirmation of Samsung Electronics that its Taylor, Texas, semiconductor factory will only reach true mass production in 2027. Meanwhile, Tesla, Inc. (TSLA) closed at $405.94, gaining $13.51 or 3.44% at 4:00 PM EST. This delay disrupts Tesla’s plan to utilize advanced 2nm chips for its AI5 and AI6 platforms, as the 2027 timeline lags behind the automaker’s hardware roadmap. In April, Samsung mentioned that it focused on commencing 2-nanometer mass semiconductor production in its fabrication business and gained key orders for the next-generation technology. Tesla-Samsung Contract Timeline Extended The mass production of semiconductor chips at the Taylor fab has been slowed down once more. Although the plant has initiated confined pilot operations, full-scale production is still undetermined, according to multiple sources cited by Korea JoongAng Daily. The schedule has continued to be delayed, and it is now anticipated that a full-scale ramp-up for meaningful production volumes could be pushed to early next year, according to a source familiar with developments, the publication was told. According to the X (formerly Twitter) post by Elon Musk, CEO of Tesla, Samsung Electronics has signed a long-term contract valued at approximately $17 billion for supplying semiconductor chips to Tesla, as confirmed in a regulatory filing by Tesla and the South Korean Organization. Samsung’s giant new Texas fab will be dedicated to making Tesla’s next-generation AI6 chip. The strategic importance of this is hard to overstate. Samsung currently makes AI4. TSMC will make AI5, which just finished design, initially in Taiwan and then Arizona. — Elon Musk (@elonmusk) July 28, 2025 A memory chipmaker disclosed in a regulatory filing that it has a long-term contract with an unnamed firm. According to the agreement, the effective start date of the contract is July 26, 2026, which is also when the chipmaker will begin receiving orders, and the contract is set to op...

pamspix/iStock via Getty Images Fund performance The portfolio returned 2.06% over the quarter on a net asset value basis, lagging the ASX 200's 7.33% return. The gap was driven primarily by stock-specific weakness in healthcare and consumer discretionary, along with our materials positioning. This was mitigated by positive contributions from industrials and communication services, where stock selection remained firm. 1 Looking closer at the key drivers of performance, healthcare was the largest detractor. Pro Medicus's ( PMCUF ) share price weakened on softer order flows, with ResMed ( RMD ) and Cochlear ( CHEOF ) also weighing on results. Across the sector, sentiment remained fragile as investors reassessed growth expectations and regulatory uncertainty persisted. Another key detractor was weakness in some of our consumer discretionary holdings, notably Aristocrat Leisure ( ARLUF ), which was weighed down by weakening gaming trends, and JB Hi-Fi, which suffered from subdued consumer spending. Materials also lagged despite strong commodity prices, as the lack of exposure to Evolution Mining ( CAHPF ), South32 ( SOUHY ) and Newmont Corporation ( NEM ) detracted from performance. This was partially offset by our holdings in Northern Star ( NESRF ), Rio Tinto ( RIO ) and Capstone Copper ( CSCCF ), which all posted solid gains. Another key stock detractor was Xero (ZROLF), the biggest individual detractor in the portfolio, as its revenues increased healthily, but profit growth lagged expectations. Higher spending on product development and US expansion weighed on margins and near-term profitability. Investors grew concerned about rising costs and slower margin improvement, despite solid subscriber growth and high customer retention. Cumulative and annualized total return as of January 31, 2026 (%) NAV Market Price ASX 200 Net Index 10 Years (p.a.) 9.75 10.62 9.74 5 Years (p.a.) 7.82 9.02 7.99 3 Years (p.a.) 7.92 9.44 9.37 1 Year 12.38 19.57 20.35 Year to date 4.06 8.13...

大金重工（002487）公告，2025年营业收入61.74亿元，同比增长63.34%。净利润11.03亿元，同比增长132.82%。公司董事会审议通过的利润分配预案为：以6.38亿为基数，向全体股东每10股派发现金红利0.87元(含税)，送红股0股(含税)，不以公积金转增股本。

大为股份公告，2025年营业收入12.22亿元，同比增长16.74%。归属于上市公司股东的净亏损1562.18万元，上年同期净亏损4840.7万元。公司计划不派发现金红利，不送红股，不以公积金转增股本。

filmestria Aptiv ( APTV ) priced an upsized private offering of $1.6B in senior notes, including $800M in 6.125% senior notes due in 2031 and $800M in 6.375% senior notes due in 2034. The offering is upsized by $100M from the initial $1.5B size. The offering is expected to close on March 18, 2026. The net proceeds, plus term loan borrowings, will fund a dividend to Aptiv, leaving Versigent with $400M cash for general purposes post-spin-off and fees. The proceeds of the offering will be deposited into escrow for the holders of the notes. More on Aptiv Aptiv PLC (APTV) Presents at Barclays 43rd Annual Industrial Select Conference Transcript Aptiv PLC (APTV) Q4 2025 Earnings Call Transcript Aptiv PLC 2025 Q4 - Results - Earnings Call Presentation Aptiv forecasts $30B+ in 2026 bookings with Versigent spin while navigating FX and commodity headwinds Aptiv slips as weak Q1 profit guidance, margin pressure offsets Q4 beat

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高盛 分析师在一份报告中表示，欧洲能源进口国货币若要出现更持续的疲软，可能需要市场反映中东冲突导致的天然气价格出现更长时间干扰的预期。他们表示，与2022年俄罗斯入侵乌克兰后油气价格的上涨相比，欧洲天然气市场目前反映的预期是，此次能源价格冲击更为短暂。他们表示，这种情况需要改变，才能看到包括欧元、英镑、匈牙利福林、波兰兹罗提和捷克克朗在内的欧洲能源进口国货币出现更持久的贬值。匈牙利福林和波兰兹罗提“被视为最容易受能源价格上涨影响的货币“。 责任编辑：何云

过去十多年，物联网产业经历了从“能不能连”到“连得多不多”的基础设施扩张期。连接规模、覆盖范围、功耗水平、成本结构，构成了第一阶段竞争的核心变量。然而，当全球数以亿计的设备已经在线，产业开始面对一个更本质的问题：连接之后，价值在哪里？ AI 因此成为物联网绕不开的命题。事实上，围绕“AI 与 IoT 如何结合”的讨论，行业已经思考了不止三五年，AIoT智联网也不是什么新鲜概念，从云端数据分析，到边缘计算，再到设备侧推理，路径不断演进，但始终缺少一个标志性节点。 3 月 2 日，就在 2026 年巴塞罗那世界移动通信大会（MWC2026）上， LoRa 联盟宣布了其愿景：即 LoRaWAN 和人工智能如何融合，从而在物联网堆栈的边缘层、核心层和应用层实现变革性功能和更大价值。 我们知道，LoRaWAN 是普及性最高的 LPWAN 连接技术之一。根据官方发布的报告，截至 2025 年底，全球已有超过 1.25 亿台 LoRaWAN 物联网设备，其生态系统的复合年增长率 (CAGR) 为 25%。 如今，LoRaWAN 正承担更重要的角色，为物联网成为 AI 的“数字神经系统”提供连接基础。 LoRaWAN 支持采集原始物联网数据供 AI 分析，并通过 LoRaWAN 将分析产生的洞察与行动传递至最具价值的场景，从而提升运营效率、创造新的收入机会，并使用户能够通过其连接设备和物联网应用实现更多价值。 笔者注意到，LoRa 联盟首席执行官 Alper Yegin 在官方新闻稿里说了一句很有意思的话——“LoRaWAN 与人工智能的协同合作，为人工智能从纯粹的数字世界走向物理世界铺平了道路。” 也就是说，他不再将 LoRaWAN 仅仅定位为低功耗广域网连接标准，而是试图将其塑造成 AI 进入物理世界的接口与神经系统。 这背后折射出的，或许是通信技术标准在物理 AI 时代对“底层入口”的重新争夺。 AI 与 LoRaWAN 的三种协同方式 先来看看 LoRa 联盟是如何具体阐述这一愿景的——其表示，AI 与 LoRaWAN 技术主要通过三种方式协同：边缘侧 AI、核心侧 AI，以及应用层 AI。 ①边缘侧 AI（AI at the Edge） 越来越多连接 LoRaWAN 的传感器和设备，使 AI 处理能力能够直接在物联网网络最前端及设备内部运行，而不仅限于无线接入网络层。设备...

面对剧烈波动的行情，多家机构提示投资者需区分“情绪博弈”与“基本面逻辑”。 受中东地区冲突影响，A股航运板块近期出现大幅波动。 3月5日上午，航运板块开盘后持续走低，招商南油（601975.SH）、锦江航运（601083.SH）、招商港口（001872.SZ）等个股下跌，午后虽然一度出现较大反弹，但至收盘时，中证航运指数仍下跌2.77%。 地区冲突已对部分航运公司业务造成实质性影响。3月4日晚，中国远洋海运集团（下称“中远海运”）称，鉴于中东地区冲突持续升级，霍尔木兹海峡海上交通受到限制，即日起暂停全球至阿联酋（富查伊拉、豪尔费坎除外）、卡塔尔、巴林、伊拉克、沙特（吉达除外）、科威特等相关航线的所有新订舱业务。 针对这次业务调整的影响，第一财经记者以投资者身份致电中远海运所属四家上市公司。各家公司均称，目前生产经营正常，对财务数据的影响仍有待观察。 某航运领域资深人士告诉第一财经记者，眼下，前往中东的航线受阻严重，“所有前往中东的航线均已暂停，一些在途船只甚至已经掉头返回”。该人士还称，目前行业普遍处于观望状态，“到底是花高价送到一个远离目的地的港口再进行复杂转运，还是再等一等，说不定航线就恢复了”，当前相关航线的油价与战争附加费均有所增长，且定价模式已转变为“一客一议”。 多家上市公司回应市场关切 中远海运官网显示，截至2025年底，该公司经营船队综合运力1.35亿载重吨/1660艘，排名世界第一，业务范围涵盖航运、港口、物流等多个产业，在全球设有1600余家分支机构，全球航线覆盖160多个国家和地区的1500多个港口。 中远海运体系共有四家上市公司，分别是中远海能（600026.SH）、中远海特（600428.SH）、中远海发（601866.SH）、中远海控（601919.SH）。第一财经以投资者身份致电上述四家上市公司，了解此次部分航线新订舱业务暂停对经营产生的影响。 中远海能称，目前，霍尔木兹海峡处于封锁状态，对全球能源运输均产生了较大影响，但该公司生产经营正常。由于油运行业数据有一定的滞后性，“一般一季度看的是（去年）12月份、今年一、二月份的运价”，后续影响目前暂时无法评估。 中远海特则称，将持续关注中东地区的进展，如果存在安全风险，可能会采取与中远海运类似的措施。目前，中东地区航运量在该公司业务中占比较小，预计对营收影响相对有限。中远海发则称，该公司主...

The U.S. stock market is walking a tightrope as investors weigh geopolitical volatility against resilient domestic data. After a bruising few days sparked by Middle East tensions, Wall Street regained some footing, supported by a better-than-expected private payrolls report and renewed momentum in tech stocks. The Dow Jones Industrial Average rose 0.49% to 48,739.41, the S&P 500 gained 0.78% to 6,869.50, and the Nasdaq Composite jumped 1.29% to 22,807.48. Even so, the broader market remains sensitive to 15% global tariff set to take effect this week, per media reports. Against this backdrop of elevated macro uncertainty, value stocks may offer a more disciplined path to returns. Often trading below their intrinsic value, these stocks offer a safety margin that is especially appealing during periods of market uncertainty. When evaluating value stocks, one of the most effective valuation metrics is the Price to Cash Flow (P/CF) ratio. Companies like Strategic Education, Inc. STRA, USANA Health Sciences, Inc. USNA, Arrow Electronics, Inc. ARW and U.S. Bancorp USB boast a low P/CF ratio. The P/CF ratio evaluates the market price of a stock relative to the amount of cash flow that the company is generating on a per-share basis — the lower the number, the better. Price to Cash Flow Reflects Financial Health Value investing is considered one of the best practices when it comes to picking stocks. It is essentially about selecting stocks that are fundamentally sound but have been beaten down by some external factors. Such stocks are poised to bounce back as and when investors recognize the inherent value of companies. Certainly, the value investment strategy best suits investors with a long-term horizon. There are different valuation metrics to determine a stock’s inherent strength. Still, a random selection of a ratio cannot serve your purpose if you want a realistic assessment of a company’s financial position. For this, the Price to Cash Flow ratio is one of the key metri...

House to vote on Trump's war powers. And, Minnesota sues over halted Medicaid funding Good morning. You're reading the Up First newsletter. Subscribe here to get it delivered to your inbox, and listen to the Up First podcast for all the news you need to start your day. Today's top stories Today, the House is expected to vote on a measure to constrain President Trump's authority to wage war in Iran, one day after a similar resolution failed to advance in the Senate. Senators voted 47-53, largely along party lines. The U.S. and Israel are continuing to attack Iran as the conflict heads into its sixth day. Iran says the U.S. will "bitterly regret" torpedoing an Iranian warship yesterday off the coast of Sri Lanka. The attack killed at least 87 people. toggle caption Majid Saeedi/Getty Images 🎧 NPR's Ruth Sherlock, who is in Turkey, tells Up First that she has spoken to traumatized Iranians crossing the border. She says everyone was too scared to provide their names because speaking to Western media has gotten people arrested in Iran. A doctor described to Sherlock the terror of being engulfed in smoke and witnessing many civilian casualties. Sherlock adds that Iran's retaliatory strikes aimed at U.S. military bases and assets in the Gulf region have crippled those countries' economies. Qatar's prime minister said yesterday that they prefer diplomacy, but the aggression "cannot go unanswered." crossing the border. She says everyone was too scared to provide their names because speaking to Western media has gotten people arrested in Iran. A doctor described to Sherlock the terror of being engulfed in smoke and witnessing many civilian casualties. Sherlock adds that Iran's retaliatory strikes aimed at U.S. military bases and assets in the Gulf region have crippled those countries' economies. Qatar's prime minister said yesterday that they prefer diplomacy, but the aggression "cannot go unanswered." 🎧 A panel of clerics in Iran is deciding who will replace Ayatollah Ali Kh...

JT Stratford LLC reduced its stake in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 32.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,978 shares of the wireless technology company's stock after selling 4,363 shares during the quarter. JT Stratford LLC's holdings in Qualcomm were worth $1,494,000 at the end of the most recent quarter. Several other institutional investors and hedge funds have also made changes to their positions in the stock. Vanguard Group Inc. increased its position in Qualcomm by 0.3% during the 2nd quarter. Vanguard Group Inc. now owns 114,659,269 shares of the wireless technology company's stock worth $18,260,635,000 after purchasing an additional 290,799 shares in the last quarter. State Street Corp boosted its stake in shares of Qualcomm by 0.8% during the 2nd quarter. State Street Corp now owns 53,667,047 shares of the wireless technology company's stock worth $8,547,014,000 after purchasing an additional 420,352 shares during the last quarter. Norges Bank acquired a new stake in shares of Qualcomm during the 2nd quarter worth about $2,713,603,000. Amundi grew its holdings in shares of Qualcomm by 38.2% during the second quarter. Amundi now owns 11,533,094 shares of the wireless technology company's stock worth $1,866,451,000 after buying an additional 3,186,524 shares in the last quarter. Finally, Legal & General Group Plc grew its holdings in shares of Qualcomm by 0.8% during the second quarter. Legal & General Group Plc now owns 9,168,731 shares of the wireless technology company's stock worth $1,460,212,000 after buying an additional 74,243 shares in the last quarter. 74.35% of the stock is currently owned by hedge funds and other institutional investors. Get Qualcomm alerts: Sign Up Insider Buying and Selling at Qualcomm In other Qualcomm news, EVP Heather S. Ace sold 3,200 shares of the business's stock in a transaction that occ...

Blackbaud, Inc. BLKB recently highlighted a series of customer outcomes that demonstrate the tangible benefits of its innovative and intuitive platforms. These results underscore the strength of Blackbaud’s specialized domain expertise and its ability to deliver purpose-built solutions tailored to the unique needs of nonprofits, educational institutions, foundations and socially responsible organizations. As the software industry increasingly embraces artificial intelligence (AI), the true differentiator is no longer access to data or embedded intelligence in workflows. Instead, it is the contextual understanding that shapes real-world decision-making, including the rules, behaviors, ethical considerations and judgment patterns that guide organizations’ actions. As a pioneer in purpose-built technology for social impact and the only dedicated provider connecting every part of the social impact ecosystem, Blackbaud brings deep domain knowledge, sector-specific expertise and long-term vision to the market. Building on its established track record in digital transformation, risk management and operational change, the company is well-positioned to help organizations of all sizes effectively adopt and leverage AI capabilities. Early customer adoption further illustrates the practical benefits of Blackbaud’s solutions. A grantmaking customer reported saving up to 30 days annually while gaining access to decision-driving insights nearly 10 times faster. Similarly, a financial management customer noted reclaiming up to 25% of time during daily operations and reducing reporting workloads by several days each reporting cycle. Another corporate social responsibility (CSR) customer achieved a remarkable 96% employee engagement rate through the YourCause CSRconnect platform. Blackbaud, Inc. Price and Consensus Blackbaud, Inc. price-consensus-chart | Blackbaud, Inc. Quote At the organizational level, Blackbaud’s solutions are also delivering measurable improvements in performance...

Norwegian and Viking both reported earnings, but the market reactions couldn't be more different. Here's what separates these two cruise stocks heading forward.

格隆汇3月5日｜据快科技，比亚迪今日晚间举办第二代刀片电池暨闪充技术发布会。会上，比亚迪董事长王传福表示，比亚迪第二代刀片电池从10%充至70%，只需5分钟，和加油速度一样快；从10%充至97%，只需9分钟，创下全球量产最快的充电速度。 王传福称，第二代刀片电池不止带来了闪充，更是做到了全方位升级。而电池充电速度做上去了，能量密度有可能会降下来，为破解这个矛盾，比亚迪重构了材料、电极、电芯系统等四大层级的设计，让第二代刀片电池在实现闪充的同时，能量密度相比低的不但没有降低，反而提升了5%以上。通过更高的能量密度，再加上整车轻量化的、高效化的创新，比亚迪的腾势Z9GT续航直接干到了1036公里，同级里面一马当先。 媒体实测显示，搭载第二代刀片电池的腾势Z9 GT和仰望U7纯电版，官方续航分别为1036公里和1006公里。海南岛旅游公路一圈为988公里，实测两台车均能完整跑下一圈，最终，腾势Z9 GT累计行驶1007公里，表显剩余续航93公里；仰望U7累计行驶1005.7公里，表显剩余续航87公里。在长测完成后，媒体实测闪充9分钟就将电池充饱，整体补能效率已经比肩油车加油。

Alpine Income Property Trust ( PINE ) announced a $32M first mortgage loan investment, with $8.6M funded at closing. The 24-month loan carries a 13% interest rate (including 1.5% paid-in-kind interest), stepping down to 11.50% current pay upon the borrower’s satisfaction of certain conditions. The loan will finance development of an 11-acre, 101,000-sq-ft retail center with national investment-grade tenants and three outparcels. The retail center will also include a 128,500-sq-ft Target store currently in development. The development is located within the 180-acre Covington Town Center master plan in Newton County, Georgia, ~35 miles from Atlanta and Hartsfield-Jackson International Airport. More on Alpine Income Property Trust Alpine Income: 5.3% Dividend Hike And Dual Beats Support Ongoing Rally Alpine Income Property Trust: The Train Hasn't Left The Station Yet Alpine Income Property Trust: Reliable Dividend Income With Solid Upside Potential Alpine Income Property Trust outlines AFFO guidance of $2.09-$2.13 per share for 2026 while targeting 20% loan portfolio allocation Alpine Income Property Trust raises dividend by 5.3% to $0.30