Investors in NextEra Energy Inc (Symbol: NEE) saw new options begin trading today, for the April 24th expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the NEE options chain for the new April 24th contracts and identified one put and one call contract of particular interest. The put contract at the $90.00 strike price has a current bid of $2.30. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $90.00, but will also collect the premium, putting the cost basis of the shares at $87.70 (before broker commissions). To an investor already interested in purchasing shares of NEE, that could represent an attractive alternative to paying $90.98/share today. Because the $90.00 strike represents an approximate 1% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 57%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 2.56% return on the cash commitment, or 18.67% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for NextEra Energy Inc, and highlighting in green where the $90.00 strike is located relative to that history: Turning to the calls side of the option chain, the call contract at the $100.00 strike price has a current bid of 55 cents. If an investor was to purchase shares of NEE stock at the current price level of $90.98/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $100.00. Considering the call seller w...

Cotton price action is holding near unchanged on Thursday morning. Futures were up 10 to 15 points in the front months on Wednesday. The outside markets provided some support, as crude oil was up $1.54 on the day to $76.10. The US dollar index was back down $0.231 at $98.775. The Seam showed sales of 6,789 bales sold on 3/3, averaging 62.49cents/lb. The Cotlook A Index was back down 95 points on Tuesday at 74.95 cents. ICE certified cotton stocks were unchanged on March 3 with the certified stocks level at 129,302 bales. The Adjusted World Price was raised by 1.79 cents last week to 51.84 cents/lb. Don’t Miss a Day: Mar 26 Cotton closed at 62.16, up 12 points, currently unch May 26 Cotton closed at 64.16, up 12 points, currently down 8 points Jul 26 Cotton closed at 66.1, up 15 points, currently down 3 points On the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Investors in EOG Resources, Inc. (Symbol: EOG) saw new options become available today, for the April 24th expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the EOG options chain for the new April 24th contracts and identified one put and one call contract of particular interest. The put contract at the $129.00 strike price has a current bid of $4.10. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $129.00, but will also collect the premium, putting the cost basis of the shares at $124.90 (before broker commissions). To an investor already interested in purchasing shares of EOG, that could represent an attractive alternative to paying $130.34/share today. Because the $129.00 strike represents an approximate 1% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 56%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 3.18% return on the cash commitment, or 23.22% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for EOG Resources, Inc., and highlighting in green where the $129.00 strike is located relative to that history: Turning to the calls side of the option chain, the call contract at the $132.00 strike price has a current bid of $4.70. If an investor was to purchase shares of EOG stock at the current price level of $130.34/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $132.00. Considering the call...

Corn price action is up 1 to 2 cents so far on Thursday morning. Futures posted losses of 2 to 3 cents across most contracts on Wednesday. Preliminary open interest was down 16,636 contracts on Wednesday. The CmdtyView national average Cash Corn price was down 3 1/2 cents to $4.02 1/4. Export Sales data for the week of February 26 will be released this morning, with analysts looking for old crop corn sales at 0.6-1.6 MMT. New crop business is estimated to total 0-100,000 MT according to a Reuters survey, though we did get a private export sale of 154,000 MT of 2026/27 corn to Japan last Thursday. Don’t Miss a Day: EIA reported ethanol production at 1.095 million barrels per day in the week ending on February 27, down 18,000 bpd during that week. Stocks of ethanol were up 691,000 barrels to 26.337 million barrels. Exports were up 76,000 bpd in that week to 217,000 bpd, with refiner inputs down 2,000 bpd to 864,000 bpd. Mar 26 Corn closed at $4.31 3/4, down 2 1/2 cents, currently up 2 cents Nearby Cash was $4.02 1/4, down 3 1/2 cents, May 26 Corn closed at $4.43 3/4, down 2 3/4 cents, currently up 1 3/4 cents Jul 26 Corn closed at $4.53 1/2, down 2 cents, currently up 2 cents On the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Investors in Southwest Airlines Co (Symbol: LUV) saw new options begin trading today, for the April 24th expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the LUV options chain for the new April 24th contracts and identified one put and one call contract of particular interest. The put contract at the $40.00 strike price has a current bid of 50 cents. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $40.00, but will also collect the premium, putting the cost basis of the shares at $39.50 (before broker commissions). To an investor already interested in purchasing shares of LUV, that could represent an attractive alternative to paying $45.25/share today. Because the $40.00 strike represents an approximate 12% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 75%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 1.25% return on the cash commitment, or 9.13% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for Southwest Airlines Co, and highlighting in green where the $40.00 strike is located relative to that history: Turning to the calls side of the option chain, the call contract at the $57.00 strike price has a current bid of 54 cents. If an investor was to purchase shares of LUV stock at the current price level of $45.25/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $57.00. Considering the call s...

Investors in General Dynamics Corp (Symbol: GD) saw new options begin trading today, for the April 24th expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the GD options chain for the new April 24th contracts and identified one put and one call contract of particular interest. The put contract at the $355.00 strike price has a current bid of $9.40. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $355.00, but will also collect the premium, putting the cost basis of the shares at $345.60 (before broker commissions). To an investor already interested in purchasing shares of GD, that could represent an attractive alternative to paying $362.71/share today. Because the $355.00 strike represents an approximate 2% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 60%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 2.65% return on the cash commitment, or 19.35% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for General Dynamics Corp, and highlighting in green where the $355.00 strike is located relative to that history: Turning to the calls side of the option chain, the call contract at the $365.00 strike price has a current bid of $11.70. If an investor was to purchase shares of GD stock at the current price level of $362.71/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $365.00. Considering the call s...

Miss Piggy and Kermit – The Muppet Show A mark of a true romance is that the couple are closer than anyone else in the world. As Emily Brontë said, “whatever our souls are made of, his and mine are the same.” This is true for Miss Piggy and Kermit. They’ve had a longer relationship than most TV couples (since 1976), although it has been tumultuous. No matter what universe, from Dickensian London to Treasure Island to their various TV shows and movies over the years, they find each other – even after their official separation in 2015. Did Ross ever say to Rachel: “You don’t need the whole world to love you, you just need one person”? I don’t think so. Michelle, 19, Manchester Mulder and Scully – The X-Files I watched The X-Files avidly as a teenager. Although I loved the smart, creepy stories, it was the development of the characters that had me hooked. These were two investigators that broke the TV gender mould: Dana Scully as grounded, scientific and sceptical and Fox Mulder as intuitive believer on a quest for the elusive truth. The onscreen chemistry of Gillian Anderson and David Duchovny was – and still is – incredible to watch. The show’s creators teased fans for years and denied that it was anything more than a friendship but when they finally got together, we Shippers (fans who wanted a romance) were stoked. Natalie, London Rob and Sharon – Catastrophe View image in fullscreen Unconventional … Rob Delaney and Sharon Horgan in Catastrophe. Photograph: Angus Young/Channel 4 The plot (and indeed the title) of Catastrophe suggests that the unconventional start of their relationship would lead to disaster, but all I’ve seen so far is a bunch of conversations and honesty about all things, including sex, that we all wished we had in our relationships. Instead of a destructive thought leading to destructive action, it’s all aired in the open and instantly brings them closer. It helps that they’re both insanely charismatic! Anna, 42, London Sam Tyler and Annie Cartwri...

Investors in Colgate-Palmolive Co. (Symbol: CL) saw new options begin trading today, for the April 24th expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the CL options chain for the new April 24th contracts and identified one put and one call contract of particular interest. The put contract at the $92.00 strike price has a current bid of 50 cents. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $92.00, but will also collect the premium, putting the cost basis of the shares at $91.50 (before broker commissions). To an investor already interested in purchasing shares of CL, that could represent an attractive alternative to paying $93.15/share today. Because the $92.00 strike represents an approximate 1% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 60%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 0.54% return on the cash commitment, or 3.97% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for Colgate-Palmolive Co., and highlighting in green where the $92.00 strike is located relative to that history: Turning to the calls side of the option chain, the call contract at the $95.00 strike price has a current bid of 95 cents. If an investor was to purchase shares of CL stock at the current price level of $93.15/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $95.00. Considering the call seller...

周四，中非共和国领导人感谢俄罗斯在安全方面的支持，并请求弗拉基米尔·普京协助解决该国严重的能源问题。 在克里姆林宫的会谈中，福斯坦-阿尔尚热·图瓦德拉总统告诉普京，俄罗斯在安全领域的存在使得去年12月的大选得以举行，这次选举让他再次当选，任期七年。 西方对俄罗斯在非洲部分地区日益增强的安全作用感到担忧，这一作用是以牺牲法国和美国为代价的。俄罗斯非洲军团是一支准军事部队，取代了前瓦格纳雇佣军组织。该部队在马里、赤道几内亚等多个国家活动。 图瓦德拉还感谢普京捐赠了俄罗斯的谷物和燃料。他表示，中非共和国正在寻求更多支持。 他说，俄罗斯联邦在这方面拥有丰富经验。 普京表示，两国在加强关系方面前景良好，特别是在农业和基础设施领域。 俄罗斯希望增进与非洲的经济和政治联系，这是其在因乌克兰冲突与大多数西方国家决裂后，与发展中国家建立更牢固关系这一更大战略的一部分。 图瓦德拉赢得了这个长期不稳定国家12月的大选。他通过在安全问题上进行竞选，并借助卢旺达士兵和俄罗斯军队的帮助，实现了连任。主要反对派联盟以选举不公为由抵制了投票。 责任编辑：张俊 SF065

Vertigo3d/iStock via Getty Images By James Picerno The Federal Reserve was already facing a delicate transition as Kevin Warsh prepares to take over in May, pending Senate confirmation, when Fed Chair Jerome Powell’s term ends. The war in Iran adds another layer of uncertainty to an already fraught policy environment. Energy prices have spiked since the US and Israel attacked Iran on Saturday, a conflict that’s slowed oil exports to a crawl through the Strait of Hormuz. Roughly one-fifth of the world’s seaborne oil trade moved through this strategic chokepoint last year. If this narrow waterway remains closed for an extended period, it raises the possibility that inflation could heat up and force the Fed to respond - if not by raising interest rates, then by delaying rate cuts for longer than recently expected. Fed funds futures are now downplaying the odds of a rate cut in June. Before the war, this was considered the month when the central bank would start cutting again, extending last year’s run of easing. But the market is rethinking that logic and is now pricing in a moderately high probability that the Fed leaves rates steady in June, pushing out the expected date for the next cut to July or possibly September at the earliest. The concern is that if energy costs remain elevated, the higher prices of crude oil, gasoline, and natural gas will soon feed through to the broader economy, delivering a so-called negative supply shock. Standard economic theory, along with the historical record, suggests that the higher prices will slow growth and lift inflation to some degree. Energy prices are expected to fall once the conflict is over, but US and Israeli officials say the war could run for weeks. A related concern is that the widening damage to energy infrastructure in the Persian Gulf region from Iran’s retaliatory attacks will take time to repair - a bottleneck that will keep supplies lower for longer. Geopolitics vs. monetary policy The main concern for the Fed is...

There Is A Growing Willingness By Europe To Contribute To Regional Security By Elwin de Groot, head of macro strategy at Rabobank Losing One's Innocence A degree of calm seemed to return to energy and financial markets yesterday, helped by tentative signs – reinforced by US and Israeli statements – that intensified military operations against Iranian targets are degrading Iran’s air defense, missile, and drone capabilities. A US submarine sank an Iranian naval vessel off the coast of Sri Lanka, and, as noted in yesterday’s Global Daily, Kurdish forces appear to have already made limited incursions into Iranian territory. ⭕️This is a crucial indicator of Iran's remaining and degraded capabilities. There has been a consistent and steep daily decline in the number of launches from Iran. pic.twitter.com/GuDmjsSYAs — Raylan Givens (@JewishWarrior13) March 3, 2026 Still, there is no clear evidence that the regime is nearing collapse. Both Israel and the United States have signalled that their operations will continue for several more weeks . Given the “fog of war,” any firm conclusions would be premature. Indeed, the closure of the Strait of Hormuz – even if it appears to be a narrow maritime problem – could trigger a cascading, system‑wide global crisis because modern civilization is built on deep, fragile interdependencies. What begins as an energy supply disruption can rapidly spread through petrochemicals, fertilizers, food production, metals, electricity grids, semiconductors, and ultimately state finances and even public order. Oil prices are stabilizing in a range of $80–85 per barrel, while the European gas benchmark fell below €50/MWh after touching €65 on Tuesday. These moves are not easily tied to specific events, though Trump’s announcement earlier this week – that the US would insure and secure shipping through the Strait of Hormuz – may have supported sentiment . European equities recovered about 1.5%, and government bond yields nudged lower yesterday, where...

Aareal Bank AG press release ( AABKF ): FY Non-GAAP EPS of €2.29. Net Interest Income of €934M. More on Aareal Bank AG Aareal Bank AG (AAALY) Q4 2025 Earnings Call Transcript Aareal Bank AG 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Aareal Bank AG Financial information for Aareal Bank AG

财联社3月5日讯 （记者 王彦琳） 哔哩哔哩-W（09626.HK，下称“B站”）首次实现全年盈利，2025年美国会计准则下的净利润及经调整净利润分别为11.9亿元、25.9亿元。B站董事长兼首席执行官陈睿在今日晚间举行的业绩交流会上表示，未来的竞争策略，一是要保持和强化B站优质内容，二是要让UP主在平台上有更长的生命周期和更多的商业回报。 公司今日晚间发布的2025年第四季度及全年未经审计的财报显示，2025年B站录得净营业额303.5亿元人民币，同比增长13%，美国会计准则下的净利润达11.9亿元，扭转了2024年亏损13.6亿元的局面。 业绩交流会上，陈睿表示，对B站未来发展充满信心，随着内容消费升级，越来越多用户想消费好的内容，而B站有优质内容，会吸引越来越多人成为用户。目前B站用户平均年龄为26-27岁，这部分用户进入有更多可支配金钱的阶段，对B站的内容消费也会提升。 去年第四季度，B站实现总营收83.2亿元，同比增长8%；美国会计准则下的净利润为5.1亿元，同比增长478%；经调整净利润达8.8亿元，同比增长94%；毛利率连续14个季度环比提升至37%。 分业务来看，2025年B站广告业务占比持续提升，以23%的增速成为最大增长引擎。增值业务收入同比增长8.0%，游戏收入同比增长14%，IP衍生品及其他收入同比下降3%。 广告业务方面，B站第四季度实现收入30.4亿元，同比增长27%，连续12个季度保持同比高速增长；2025年全年收入100.6亿元，同比增长23%；去年第四季度，广告收入贡献前五的行业分别是游戏、数码家电、网服、电商和汽车。值得注意的是，AI相关广告投放表现尤为突出，全年投放同比增长超过150%。 游戏业务方面，去年第四季度游戏业务收入达15.4亿元，全年收入为63.9亿元，同比增长14%，主要得益于独家代理游戏《三国：谋定天下》的持续贡献，以及自研游戏《逃离鸭科夫》于2025年10月成功上线。据悉，《逃离鸭科夫》上线三周销量超过300万，登顶2025年国产游戏销量排行榜。 增值业务依然是B站最大的收入来源，去年第四季度增值业务收入达32.6亿元，同比增长6%，全年收入达119.3亿元，同比增长8%，主要得益于直播、大会员及其他增值服务业务的稳健增长。截至去年四季度末，大会员人数达2535万人，同比增长12%，其中约80%为年度订阅或自动...

Britney Spears was arrested in Ventura county, California, on Wednesday night for driving under the influence. The singer was stopped and handcuffed by the California highway patrol at about 9.28pm local time, as first reported by TMZ and confirmed by Variety. Spears was booked in the early hours of Thursday morning, at about 3.02am, and was released just after 6am. After her release, Spears deleted her Instagram profile. Her most recent post was captioned: “Song representing fragility be careful my friends when dealing with the queen of hearts.” Her arrest follows a legal victory earlier this week, when Spears was granted a restraining order against a 51-year-old Louisiana man who had been harassing her since 2013. According to Spears’ court filing, the man showed up at her Los Angeles home after making several “disturbing social media posts”. Receiving this week’s DUI is not Spears’ first run-in with the law. In 2007, she faced four misdemeanor charges after an alleged hit-and-run with a parked car in Los Angeles. The charges were dropped after Spears paid the vehicle’s owner for damages. In February, it was revealed that Spears sold her rights to her music catalogue in late 2025 in a reported $200m deal. The sale to independent music publisher Primary Wave came after the singer’s 13-year conservatorship, which drained her finances and which Spears described as “abusive”. While under the conservatorship, Spears had no control over her assets and finances. “Thirteen years went by with me feeling like a shadow of myself … My father and his associates having control over my body and my money … makes me feel sick,” she wrote in her bestselling 2023 memoir The Woman in Me. Spears’ deal with Primary Wave signed over her ownership of her hits including … Baby One More Time, Lucky and Everytime. The publisher also owns the catalogues of other music icons including Whitney Houston, Stevie Nicks and Prince. In January, Spears announced in a lengthy Instagram post that she w...

Calgary, Alberta--(Newsfile Corp. - March 5, 2026) - Meadowbank Strategic Partners Inc. ("Meadowbank"), a Calgary-based investor relations ("IR") and capital markets advisory firm, today announced that Answir Inc., its artificial intelligence technology subsidiary, has been admitted to the NVIDIA Inception Program, an initiative designed to support and accelerate startups developing advanced AI technologies. The NVIDIA Inception Program provides qualifying companies with technical resources, infrastructure support, and access to NVIDIA's global ecosystem of developers, partners, and investors. As a member of the program, Answir gains access to benefits including cloud GPU credits, preferred pricing on NVIDIA hardware and software, deep-learning training resources, and engineering guidance to support the continued development and scaling of the Answir platform. Participation in the program also provides exposure to NVIDIA's network of venture capital firms and strategic partners, enabling member companies to connect with investors and technology collaborators through curated introductions, events, and startup ecosystem initiatives. For emerging AI companies, these benefits can significantly reduce infrastructure costs associated with training and operating AI models while accelerating product development timelines and strengthening access to capital markets and strategic partnerships. "We are genuinely thrilled to join the NVIDIA Inception Program," said Nick Kuzyk, MBA, Principal & Owner of Meadowbank Strategic Partners Inc. "NVIDIA has built the foundational computing infrastructure behind much of the world's AI innovation. Access to GPU credits, technical expertise, and NVIDIA's global investor and partner ecosystem will help accelerate the continued development and commercialization of the Answir platform." © 2025 NVIDIA is a trademark and/or a registered trademark of NVIDIA Corporation in the U.S. and other countries. About Answir Answir is an AI-powered investo...

Astera Labs gets new buy rating amid AI supercyle Investing.com

分析人士称，中东冲突和油价上涨可能促使新兴市场转向更加“鹰派”的货币政策。 未来两周，将有超过十二家新兴市场央行召开会议讨论其货币政策。 高盛 分析师指出，“目前压力最大的市场，是那些投资者原本预期中欧、中东及非洲地区和拉美地区将降息的市场，这些市场也往往对全球供应侧冲击高度敏感。” 由于美伊战争，全球金融市场担心油价飙升，这可能导致消费者面临更高的价格。 包括印度在内的亚洲新兴经济体是主要的石油进口国，容易受到供应冲击的影响。与伊朗冲突的加深可能给外部收支平衡、货币和资本流动带来压力。 摩根大通 分析师表示，“油价冲击”可能导致印度尼西亚、菲律宾和新加坡的政策结果更加鹰派。他们还表示，由于原油价格上涨，印度央行可能“长期按兵不动”。 布伦特原油最新交易价格为每桶83.47美元，上涨超过2%。 摩根士丹利 表示，“发达市场亚洲央行可能会适应供应冲击（暂不进一步收紧政策），但部分新兴市场亚洲央行可能无法降息。” 责任编辑：张俊 SF065

JHVEPhoto/iStock Editorial via Getty Images The Veeva Investment Thesis Veeva Systems ( VEEV ), like many other software stocks, has fallen somewhat out of favour after Claude ( ANTHRO ) and OpenClaw ( OPENAI ) made a big impact. But I think there is a lot of potential here, as many of these companies will benefit more from AI than be disrupted by it. As Veeva's growth is better than expected and the shares have become cheaper due to the sector sell-off, I would now like to check whether I consider the shares to be attractively priced. Unfortunately, I have to say that I missed the right entry point, and the shares are currently slightly overvalued. So, I am maintaining my hold rating. What was my previous coverage like? I wrote my last article about Veeva after the Q3 results. At the time, I thought the post-earnings sell-off was justified . Especially because growth slowed down and returns on capital were also declining. Although the balance sheet was exceptionally strong, with a 50x TTM PE multiple, the shares were simply too expensive. That is why I considered multiple compressions to be relatively likely at the time. In the following weeks, due to fears of AI disruption, the share price fell from $240 to almost $170. But I think this reaction is overblown, which is why I now want to take a new look at Veeva after the Q4/26 and FY26 results. Veeva's FY26 Results Veeva Systems Investor Presentation Veeva has beaten the analysts expectations and achieved a double beat. Additionally, the guidance for Q1/27 exceeded expectations, resulting in positive reactions in both the after-hours and pre-market sessions. On a Y/Y basis, Veeva increased its revenues by 16%, which is above the guidance. During the third quarter, Veeva provided a forecast of 15% revenue growth for the 2026 financial year. And, as we can see, this has been surpassed. Veeva Systems Investor Presentation This better-than-expected result was driven largely by the service segment, which grew by 14% in ...

格隆汇3月5日｜据彭博，美国国防部正就五种关键矿物的潜在储备征求信息。美国国防后勤局周三在官网发布公告，就锂、镍、锡、铬和碲征询信息，以了解有意向的供应商、产品规格、材料来源和市场状况等详情。 国防后勤局表示，此次征询旨在为潜在采购做准备，涉及550吨碳酸锂、3,500吨镍、1,978吨伦敦金属交易所(LME)级别锡、37吨碲以及4,500短吨铬。此外，国防后勤局还就1,978吨受“锡疫”影响的锡锭再加工或重熔事宜征询信息。

Earnings Call Insights: Palladyne AI Corp. (PDYN) Q4 2025 Management View CEO Benjamin Wolff stated that "we are reiterating 2026 revenue guidance of $24 million to $27 million. That is roughly 4 to 5x our 2025 revenue." He highlighted that the company’s backlog has increased from approximately $13.5 million at the end of 2025 to nearly $18 million midway through the first quarter. Wolff emphasized the completion of a "structural transformation" in November, moving the company from a development-stage AI business to a "vertically integrated embodied AI-centric industrial and defense platform company generating meaningful revenues." Wolff described the release of Palladyne IQ 2.0 and the signing of the company’s first commercial IQ customer contract, noting this deal as "strategically important." He also announced the integration of SwarmOS into the BRAIN avionics platform, demonstrations of autonomous drone swarming, and advancements in the Gremlin-X mini-bomber drone. The company expanded its relationship with Portal Space Systems and recently secured a contract for a missile propulsion subsystem from a major defense prime customer. CFO Trevor Thatcher reported, “Revenue for the fourth quarter of 2025 increased 118% to $1.7 million compared to $0.8 million last year. The increase was due to the inclusion of post-acquisition revenues from the acquired companies.” Thatcher said, “GAAP net loss for the fourth quarter was $1.5 million or $0.04 per share.” He added that the company finished 2025 with approximately $47 million in cash, cash equivalents, and marketable securities. Outlook The company reiterated its 2026 revenue guidance of $24 million to $27 million, reflecting both the contribution of acquired businesses and expected organic growth. Thatcher stated, “We currently expect 2026 consolidated quarterly operating cash usage of approximately $8 million to $9 million.” Management expects ongoing investment in SwarmOS, IQ, and newly acquired programs, with furthe...

Earnings Call Insights: Gaotu Techedu Inc. (GOTU) Q4 2025 Management View CEO Larry Chen stated that "2025 marked a year of exceptional resilience for Gaotu. We delivered a high-quality operating performance amid a rapidly evolving environment... not only exceeded our growth targets, but more importantly, reinforced our organizational foundation, strengthening our core capabilities while continuing to scale rapidly." Chen highlighted a strategic evolution, with the company "prioritizing profitable growth with the advancement of AI capabilities at the core of our operations, All with AI, always AI." He affirmed, "Revenue increased by 21.4% year-over-year to RMB 1.7 billion and the bottom line improved by 38.0%, driven by continued efficiency gains." Chen disclosed that the company repurchased RMB 670 million in shares, representing 12.8% of total outstanding shares, and emphasized a focus on building a "comprehensive lifelong learning service platform." CFO Nan Shen reported, "Revenue grew by 21.4% year-over-year to RMB 1.7 billion. Operating expenses as a percentage of revenue declined by 4.1 percentage points year-over-year, contributing to a 20.9% reduction in our operating loss." Shen added, "Our deferred revenue balance rose by 23.0% year-over-year to RMB 2.6 billion, providing solid visibility for our future revenue growth." Outlook CFO Shen guided, "Based on our current estimates, total net revenue for the first quarter of 2026 are expected to be between RMB 1,578 million and RMB 1,598 million, representing an increase of 5.7% to 7.0% on a year-over-year basis. This single-digit increase rate is due to seasonality. We expect the increased rate to return to double digits in the second quarter in 2026." Financial Results CFO Shen reported that "gross profit increased 20.7% year-over-year to over RMB 1.1 billion with a gross margin of 67.9%." Total operating expenses rose 15.0% year-over-year to nearly RMB 1.3 billion. Shen detailed, "selling expenses increased 2...

Earnings Call Insights: Liquidia Corporation (LQDA) Q4 2025 Management View CEO Roger Jeffs highlighted the rapid commercial success of YUTREPIA, stating, "Last year demonstrated that Liquidia could launch, scale and reach profitability quickly within only 120 days of launch, in fact. Most importantly, we demonstrated that physicians were willing to rapidly change prescribing behavior when presented with a new differentiated option in YUTREPIA." Jeffs also emphasized the product's clinical impact, noting, "The benefits of its product profile, deep-lung delivery, low-effort device and wide dose range are taking hold in clinical practice and help place YUTREPIA as one of the top specialty drug launches over the past 5 years across all therapeutic categories." He announced more than 3,600 unique patient referrals and over 2,900 patients on therapy as of February 28, with the company showing no signs of seasonality or slowdown. Jeffs outlined expansion plans: "This year, we will look to further cement this best-in-class product profile via the initiation of multiple new studies, including studies that will transition patients from oral and inhaled prostacyclin therapies and a study of new combinations like adjunctive studies with sotatercept." Jeffs added, "We will work to initiate new studies to support expansion into additional disease areas such as systemic sclerosis-associated Raynaud's phenomenon and PH-COPD, where high unmet addressable need remains." COO & CFO Michael Kaseta reported, "For the full year 2025, YUTREPIA generated $148.3 million in net product sales including $90.1 million in the fourth quarter, representing 74% growth in net product sales over the third quarter, 2025... The fourth quarter also marked our second consecutive quarter of increasing profitability with not only non-GAAP adjusted EBITDA of $27.3 million but also $14.6 million of net income. We ended the year with approximately $190.7 million in cash and cash equivalents, having generated ...

Tinder-owner Match Group announced on Thursday that it will eliminate the role of Chief Operating Officer (COO), putting Hesam Hosseini out of a job after 18 years with the dating app giant. The move comes as the dating-app industry is facing burned-out users and losing popularity among Gen Z. Hosseini had been in the COO role since April 1, 2025, after a promotion, and continued to hold his prior role of CEO of Evergreen & Emerging Brands. His elevation at Match Group followed a shakeup in internal leadership, which also saw Match Group President Gary Swidler leave the company amid other layoffs designed to save the company $100 million annually. These changes, including Hosseini’s departure, are taking place under Match Group CEO Spencer Rascoff, the former Zillow co-founder who joined Match Group in February of last year. No other leadership departures or layoffs were announced today. Hesam Hosseini In his LinkedIn announcement, Hosseini celebrated his time at Match Group, saying he’s had “a front row seat to seeing our category grow into the number one way people find meaningful connection,” and that he’s confident in the future direction. Reached for comment, Match pointed to Hosseini’s public statement. A source familiar with Hosseini’s planned exit notes that Rascoff has been engaged in the company’s operations for some time, and the two executives had previously discussed whether or not the COO role was even needed for this chapter of the company. Per Hosseini’s employment agreement, he was paid a base salary of $635,000 with a discretionary cash bonus and other benefits. The one-year agreement was set to be automatically renewed on April 1, 2026, unless terminated prior to that date, indicating the plan was to reassess the need for the role after a year’s time. The move comes after the dating app maker reported an earnings beat in the first quarter, with revenue of $878 million and earnings per share of 83 cents, above estimates of $871 million and earnings...

格隆汇3月5日｜美国天然气期货涨幅扩大至1.3%。此前EIA天然气库存降幅超预期。

美国国防部正就五种关键矿物的潜在储备征求信息。美国国防后勤局周三在官网发布公告，就锂、镍、锡、铬和碲征询信息，以了解有意向的供应商、产品规格、材料来源和市场状况等详情。 国防后勤局表示，此次征询旨在为潜在采购做准备，涉及550吨碳酸锂、3,500吨镍、1,978吨伦敦金属交易所(LME)级别锡、37吨碲以及4,500短吨铬。此外，国防后勤局还就1,978吨受“锡疫”影响的锡锭再加工或重熔事宜征询信息。（彭博） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

随着中东冲突不断升级，原油流向主要买家的供应受到扰乱，油价上涨。 随着冲突进入第六天且未见缓和迹象，布伦特原油价格攀升至每桶83美元以上。 日本炼油企业已向政府申请动用战略石油储备。本周早些时候，印度一家大型加工企业通知客户将暂停产品出口。 中东地区的阿拉伯国家以及以色列周四相继报告拦截了伊朗发射的导弹和无人机，卡塔尔政府要求居民留在室内。德黑兰方面宣称袭击了波斯湾的一艘油轮，凸显出这个能源富集地区航运面临的风险。 经纪公司Phillip Nova Pte的高级市场分析师Priyanka Sachdeva表示，“如果我们再看到哪怕一次针对油轮或能源基础设施的成功袭击，或出现持续性中断，油价都可能再次大幅飙升。” 市场的主要担忧依然集中在霍尔木兹海峡，尽管伊朗军事指挥官Amir Heydari向伊朗国家电视台表示“我们根本不认为应该封锁霍尔木兹海峡”。然而，这条通道仍处于实质性封锁状态，几乎没有船东愿意通行 —— 即便伦敦保险商声称可提供保险 —— 导致波斯湾原油供应受阻，迫使部分产油国开始减产。 这场冲突已蔓延至整个中东地区，推高了原油、天然气及成品油价格，抬升了运费，并引发了生产商以及依赖该地区石油供应的进口国面临的日益扩大的供应扰动浪潮。 价格： 纽约时间10：08，4月交割WTI原油期货上涨4.5%，至每桶77.94美元； 5月交割布伦特原油上涨3.1%，至每桶83.94美元。 责任编辑：丁文武

Lemon_tm Olaplex Holdings (OPLX) nosedived in early trading on Thursday after the hair care company's guidance rattled investors. The company said its FY26 sales guidance reflected management's expectation that the sales performance for Q1 will trend below the expected sales performance for the full fiscal year on a percentage basis. Olaplex ( OLPX ) also warned that the adjusted EBITDA margin in Q1 will trend significantly below the expected rate for the full fiscal year because marketing spending is expected to be front loaded; For the full year, Olaplex (OPLX) guided for sales of between $414M and $435M, which has a midpoint of $424.5M that is below the consensus estimate of $432M. "As we enter 2026, we do so with a clear path forward and a more balanced, sustainable approach to investment and growth," stated CEO Amanda Baldwin. Shares of Olaplex ( OLPX ) were down 21.9% in Thursday morning trading to erase most of its 2026 built-up gains. More on Olaplex Olaplex: Buying The Takeover News Olaplex: Takeover Rumors Arise The Bottom Fishing Club - Olaplex: Solid Turnaround Potential In Hair Care Olaplex jumps after report of takeover offer from Germany's Henkel Seeking Alpha’s Quant Rating on Olaplex

财联社3月5日讯（编辑 赵昊） 最新消息显示，波兰央行行长提出一项方案，计划通过出售部分黄金储备筹集最高480亿兹罗提（约130亿美元）用于国防开支，据称该计划已经获得波兰总统支持。 知情人士透露，周三（3月4日）波兰国家银行行长亚当·格拉平斯基（Adam Glapinski）在与波兰总统卡罗尔·纳夫罗茨基（Karol Nawrocki）的会面中阐述了这一提议。 知情人士表示，格拉平斯基向总统表示，波兰央行可以通过出售其黄金储备的一部分来获取利润，之后再将这些黄金购回。 另一名知情人士称，另一种方案是修改法律，允许央行通过重新评估黄金储备价值来产生利润，并通过立法规定这些收益用于国防开支。目前尚不清楚这些利润能否在当年拨付，这可能需要进一步的法律调整。 波兰总统办公厅主任帕维尔·塞弗纳克（Pawel Szefernaker） 表示，央行在2023年底至2025年期间购买的黄金价值已上涨约430亿欧元。 近年来，波兰央行一直是全球最大的黄金买家之一。世界黄金协会在报告中提到，波兰国家银行2025年共增持102吨黄金，连续第二年成为全球最大官方黄金买家。 报告还称，波兰央行黄金储备已增至550吨，占该国总外汇储备的比重已升至28%，接近其去年10月份宣布的将黄金配置从20%上调至30%的目标水平。 尽管如此，格拉平斯基1月时仍表示，出于“国家安全原因”考虑，计划进一步将黄金储备提高至700吨。 其中一名知情人士称，央行还可以通过其他来源筹集120亿兹罗提，仅今年一年新增的国防融资规模就可以最高可达600亿兹罗提。 先前，欧盟委员会宣布将为成员国采购安全与防务武器装备提供总额达1500亿欧元的金融支持。其中波兰获分配额度最高，约437亿欧元。 不过，欧盟规定，成员国若想获得贷款支持，采购的大部分武器装备要来自欧盟或欧盟伙伴国。 但纳夫罗茨基认为，F-35战机等最先进的装备对波兰有益，并表示，“我们可以通过波兰自己的筹款计划购买它们。” 上周，波兰央行在社交平台上表示，格拉平斯基会见了美国驻波兰大使汤姆·罗斯（Tom Rose），讨论了“黄金在全球央行储备中日益增长的作用”。 波兰总统办公室主任 兹比格涅夫·博古茨基（Zbigniew Bogucki） 周三晚间表示，该国未来五年内可能通过黄金储备融资，但未透露具体操作机制。