Key Points A mid-year improvement in transactions didn't hold through year end. That weakness is squeezing margins at a restaurant built for high throughput. The strategy for winning back customers relies on the Chipotle brand, not price cuts. 10 stocks we like better than Chipotle Mexican Grill › Chipotle Mexican Grill (NYSE: CMG) had been one of the restaurant industry's steadier stocks. For two straight years, transactions grew around 5% annually. Then last year, traffic turned negative in all four quarters. Entering 2026, the restaurant landscape had shifted. Fast-casual and fast-food prices had climbed so much that some diners needed a rest. Casual dining chains like Chili's picked up traffic, while Wingstop and Chipotle lost it. A brand built on affordable food and quality ingredients is not supposed to be on that list. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Management has been fairly specific about who is pulling back. Households earning under $100,000 a year make up about 40% of Chipotle's sales. Younger diners in the 25 to 35 range are visiting less, too. Lunch and snack visits took the biggest hit last year. The company says these customers aren't leaving for competitors. They're eating out less often and shifting more spending to groceries and food at home. Maybe. But not every investor is going to buy the idea that they are suddenly home, cooking for themselves. Fewer orders, same overhead Transactions fell 4.9% in the second quarter, improved to a 0.8% decline in Q3, then slipped to negative 3.2% in Q4. That's not a recovery. It's a bounce that faded. For the full year, same-store sales fell 1.7%. Check growth alone won't cover the fixed costs. The efficiency that makes this model best in class on margins is the same reason there's not much flexibility when volume drops. When...

JHVEPhoto What are the best defense sector stocks right now given the proliferation of armed conflict in the Middle East? Seeking Alpha analysts Dhierin Bechai and Dividend and Value Investor offer their picks. Dhierin Bechai : Given the situation in the Middle East with Iran striking countries in the region with missiles and drones, the companies with tangible incremental upside would be positioned in missile defense and counter-drone opportunities. In the counter-drone area, there are opportunities for companies such as AeroVironment ( AVAV ), Electro Optic Systems ( EOPSF ), and DroneShield ( DRSHF ). Missile defense demand would open up opportunities for Lockheed Martin ( LMT ), RTX ( RTX ), and L3Harris Technologies ( LHX ). For the missile defense companies, opportunities would be incremental. However, for counter-drone companies, orders from the Middle East would be more transformative. Similarly, for a small player like Park Aerospace ( PKE ), which provides advanced composite and ablative materials for Patriot missiles, an incremental increase in demand for missile defense solutions could drive substantial sales and earnings upside. It should be noted that for many companies, near-term sales growth prospects from incremental upside to demand are limited. Dividend and Value Investor : Generally speaking, I am not a big fan of procyclical behavior, i.e., buying what is currently in demand. In my view, an escalating conflict does not immediately change the earnings prospects of defense companies. However, from a long-term perspective, I am optimistic about several companies in the defense sector due to ongoing and growing geopolitical tensions and the tendency of certain societies to use conflicts abroad to distract from domestic issues. I particularly like RTX ( RTX ), which once again posted very solid figures a few weeks ago, mainly due to its strong foothold in many mission-critical areas of defense, but also due to its strong portfolio in commercial aviat...

格隆汇3月8日｜黎巴嫩外交部7日发表声明称，联合国驻黎巴嫩临时部队（联黎部队）的加纳营遭到轰炸。黎外交部表示，袭击造成三名维和人员受伤，其中一人伤势严重，已被送往贝鲁特的一家医院接受治疗。黎巴嫩外交部“强烈谴责”此次袭击，称其严重违反了国际法。联黎部队仍在调查这起事件的具体情况。

Nvidia (NVDA 2.94%) is largely viewed by investors as a graphics processing unit (GPU) stock. That is, the company primarily manufactures, markets, and sells GPUs: specialized electronic circuits that make everything from modern gaming to image rendering possible. And while GPUs are critical components for a wide variety of industries, only one industry really matters for Nvidia and its investors right now: artificial intelligence (AI). Of course, Nvidia has been perhaps the most popular AI stock globally over the last few years. But as the number discussed below proves, this is no longer just a growth opportunity for the company. Nvidia's future will nearly completely rely on what happens to its AI infrastructure business. AI is now the only thing that matters for Nvidia investors Right now, the world is experiencing an unprecedented growth in data center construction. Data centers, at least for now, use a lot of energy. That's why we're also seeing sizable interest in new energy technologies like small modular nuclear reactors. But what data centers need just as much as energy are GPUs. Nvidia's GPUs are largely considered the best on the market. That's why data center and cloud infrastructure operators are scrambling to buy as many Nvidia chips as possible. Historically, Nvidia's GPU revenue has come from a variety of sources. But last quarter, $62.3 billion of its $68.1 billion in total revenue came from data center customers. And while these data centers also serve a variety of end markets, there's no doubt among experts as to what is causing their rapid expansion: AI. "As technology companies race to develop cutting-edge artificial intelligence (AI) models, data centers have become some of the most important infrastructure in the world," concludes a recent Goldman Sachs report. "Over the next five to six years, we forecast substantial demand growth in the global data center market." Expand NASDAQ : NVDA Nvidia Today's Change ( -2.94 %) $ -5.39 Current Price $ ...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. NVIDIA (NasdaqGS:NVDA) has committed US$4b to Lumentum and Coherent to advance optics and silicon photonics for next generation AI data centers. The company is prioritizing AI infrastructure capabilities aimed at addressing networking and data bottlenecks in large scale AI training and inference. NVIDIA is also pulling back from large equity stakes in major AI startups, with its recent multibillion dollar positions in OpenAI and Anthropic likely to be its last as those firms move toward IPOs. NVIDIA, best known for its GPUs that power many AI workloads, is now putting more attention on the connective tissue of AI computing, such as optics and high speed networking. The US$4b commitment to Lumentum and Coherent points to a view that data movement inside and between data centers is as critical as raw compute for AI at scale. For investors watching AI infrastructure, this move sits alongside broader efforts across the sector to handle rising model sizes and traffic volumes. At the same time, NVIDIA appears to be redefining how it participates in the AI ecosystem by focusing less on large equity positions in headline AI startups and more on core platforms and components. For investors, this combination of optics investment and reduced startup exposure may be worth tracking, as it may influence how NVIDIA positions itself across hardware, networking, and the broader AI supply chain over the coming years. Stay updated on the most important news stories for NVIDIA by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on NVIDIA. NasdaqGS:NVDA Earnings & Revenue Growth as at Mar 2026 We've flagged 2 risks for NVIDIA. See which could impact your investment. NVIDIA’s US$4b commitment to Lumentum and Coherent is about securing key optical components for what it calls AI factories, not...

格隆汇3月8日｜委内瑞拉代总统：我们将特朗普承认我们的这一决定视为对委内瑞拉人民及其为国家真相而斗争的公正事业的认可。我们重申愿意建立基于相互尊重和平等的长期关系。

Lemonade (LMND +0.22%), the online insurer that uses AI chatbots to onboard customers and process claims, went public at $29 per share in July 2020. Today, its stock trades at about $55 -- yet it's still below Wall Street's median price target of $65. Should you buy Lemonade's stock before it hits that price? Let's review its business model and growth rates to make a decision. How fast is Lemonade growing? Lemonade's digital-first approach attracted many younger and first-time insurance buyers who were intimidated by the byzantine process of buying insurance. It initially offered only homeowners and renters insurance, but expanded into the term life, pet health, and auto insurance (via its acquisition of Metromile) markets after its public debut. Expand NYSE : LMND Lemonade Today's Change ( 0.22 %) $ 0.12 Current Price $ 55.16 Key Data Points Market Cap $4.2B Day's Range $ 52.81 - $ 56.80 52wk Range $ 24.31 - $ 99.90 Volume 76K Avg Vol 2.7M At the end of 2025, Lemonade served 2.98 million customers, up from 1.00 million at the end of 2020. Over the past five years, it consistently grew its in-force premium (IFP) and gross-earned premium (GEP) at high double-digit rates while reducing its gross loss ratio. That stable expansion boosted its gross margins, but it's still unprofitable. Metric 2020 2021 2022 2023 2024 2025 Customer Growth (YOY) 56% 43% 27% 12% 20% 23% IFP Growth (YOY) 87% 78% 64% 20% 26% 31% GEP Growth (YOY) 110% 84% 68% 37% 23% 28% Gross Loss Ratio (TTM) 71% 90% 90% 85% 73% 64% Adjusted Gross Margin 33% 36% 25% 23% 33% 41% However, Lemonade expects its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to turn positive (for at least a quarter) this year as its AI platform trims its expenses and economies of scale kick in. It also expects its IFP to increase from $1.24 billion in 2025 to about $10 billion in the "coming years". From 2025 to 2027, analysts expect Lemonade's revenue to grow at a 41% CAGR, with adjusted EBITDA...

AAPL Stock Today: Hanks WWII Buzz May Lift Apple TV+ — March 08 Meyka

Astera Labs (ALAB) Now 58% Below Wall Street Price Targets Following Earnings Plunge AOL.com

格隆汇3月8日｜黎巴嫩安全消息人士称，周六，包括外交官及其家属在内的150多名伊朗国民离开黎巴嫩。

Donald Trump changed the channel from Iran to the western hemisphere on Saturday, convening a gathering of Latin American leaders at his Miami-area golf club to discuss regional interests and establishing what he called a “counter-cartel coalition”. “Just as we formed a coalition to eradicate Isis, we now need a coalition to eradicate the cartels,” he told 12 regional leaders gathered at what the White House called the “Shield of the Americas” summit. “We must recognize that the epicenter of cartel violence is Mexico,” where “the cartels are fueling and orchestrating much of the bloodshed and chaos in this hemisphere.” Trump gathered the summit of leaders from Argentina, Bolivia, Chile, Costa Rica, the Dominican Republic, Ecuador, El Salvador, Guyana, Honduras, Panama, Paraguay, and Trinidad and Tobago, just two months after a US military operation to capture Venezuela’s then president Nicolás Maduro, who is awaiting trial on drugs and weapons conspiracy charges in the US. Also among those in attendance was the outgoing homeland security secretary, Kristi Noem, who had been selected as a special envoy to the regional coalition, which Trump announced alongside news of her ouster on Thursday. Less that two weeks ago, US law enforcement provided intelligence assistance in a raid in Jalisco, Mexico, to capture Nemesio Oseguera Cervantes, known as “El Mencho”, the leader of the Jalisco New Generation cartel (CJNG) and one of the world’s most wanted drug traffickers. El Mencho was wounded in the shootout and died while being transported to Mexico City. Trump complimented Mexico’s president, Claudia Sheinbaum, who was not present at the meeting, but still maintained that the cartels “are getting worse and taking over the country. The cartels are running Mexico. We can’t have that. Too close to us, too close to you.” He also complimented Delcy Rodríguez, Venezuela’s interim president, who has offered “to collaborate” with the Trump administration. “She’s doing a great job w...

As the earnings season winds down, investors are turning their attention to updated quant ratings following the latest round of corporate results. The scores provide a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and revisions after reporting their quarterly performance. Below is a snapshot of small-cap utility companies with market capitalizations between $300M and $2B, highlighting those with the highest and lowest quant ratings after the earnings season, underscoring the stocks that strengthened their fundamentals as well as those that lagged behind. Among the highest SA quant-rated companies, all having a Hold rating are:: Suburban Propane Partners ( SPH ), Quant Rating: 3.40. XPLR Infrastructure ( XIFR ), Quant Rating: 3.37. Unitil Corp ( UTL ), Quant Rating: 3.34. Cadiz ( CDZI ), Quant Rating: 2.95. Consolidated Water Co ( CWCO ), Quant Rating: 2.93. Among the lowest SA quant-rated companies, all having a Sell rating are:: ReNew Energy Global ( RNW ), Quant Rating: 1.56. Empresa Distribuidora y Comercializadora Norte Sociedad Anónima ( EDN ), Quant Rating: 1.89. Genie Energy ( GNE ), Quant Rating: 2.21. Middlesex Water Company ( MSEX ), Quant Rating: 2.23. The York Water Company ( YORW ), Quant Rating: 2.48. More on Consolidated Water, Cadiz, etc. Suburban Propane: Questionable Model That Relies On Debt And The Weather Yet Brings About No Results ReNew Energy Global: Volatile, Leveraged, And Worth The Risk ReNew Energy Global Plc (RNW) Q3 2026 Earnings Call Transcript Middlesex Water Q4 2025 Earnings Preview Most and least shorted utilities stocks with up to $2B market cap as of mid-Feb

Market Moves: Can Intel Corporation sustain its profitability - Earnings Overview Summary & Safe Capital Preservation Plans baoquankhu1.vn

格隆汇3月8日｜阿联酋方面表示，成功拦截行动产生的碎片导致迪拜码头一座高楼外立面发生轻微事故，目前事态已得到控制，未报告人员受伤。

格隆汇3月8日｜伊朗外交部长：我警告特朗普的特使，战争不会改善谈判地位。

【有線新聞】為了推廣中醫藥文化，有註冊中醫師舉辦沉浸式中醫藥親子工作坊，讓小朋友親身接觸中藥材，培養他們從小認識中醫。 中醫藥親子工作坊參加者梁倩怡Clara：「很好玩，因為可以整到可以親手做到自己想做的香囊。我用了丁香、廣藿香、紫蘇葉、陳皮。」9歲的Clara這天認識了不同藥材的種類與用途，選好自己喜歡的磨碎後做成香囊。Clara：「參加了工作坊以後，我覺得這個中醫這個活動是很感興趣。因為我其實一直都覺得中醫活動好像很好玩。」 Clara的父親亦有陪同女兒參加這個中醫藥親子工作坊，透過製作香囊、配製五花茶和穴位按壓等活動學習中醫基礎知識。中醫藥親子工作坊參加者梁先生：「如果她病了我有時候都會帶她看中醫，她也會知道醫師會做某些動作或者是會問她一些問題，其實經過剛剛整個過程，其實她會再了解更多。我自己覺得她起碼她知道原來醫師會做這些動作目的是甚麼，變相會了解多了。」 註冊中醫師歐卓榮：「有一些叫做紫石英，好漂亮的礦物藥，紫色的，大家一會看看，好像水晶的樣子，超級漂亮，都是有藥用價值。」註冊中醫師歐卓榮3年前開始舉辦中醫藥親子工作坊，現時平均一至兩星期一次，至今已經有超過750位兒童參加，工作坊對象為4至10歲兒童和家長，參加者會穿上漢服化身為小中醫師。 中醫藥親子工作坊創辦人歐卓榮：「其實我們在整個計畫的設計裏都是以一個沉浸式體驗為主，因為很多時候傳統的教育就只是告訴你知道，但其實你無法具體化。而小朋友最容易吸收知識就是他親身體驗，透過他的眼睛、透過他的鼻子去聞或者透過他的耳朵去聽，甚至用口去嘗試，用手指接觸一些我們的道具和工具。」他又指現時兒童對中醫的認識普遍有限，讓他們從小接觸及認識中醫或有助將來吸引他們投身中醫藥行業。

格隆汇3月8日｜伊朗外交部长：任何加剧伊朗行使自卫权的行为，其责任都将完全由美国承担。

格隆汇3月8日｜伊朗外交部长：总统对地区缓和局势的开放态度，几乎立即就被特朗普总统对我方能力的误判所扼杀。

Micron Technology (MU 6.68%) has been one of the best artificial intelligence (AI) stocks to own over the past few months. If you bought shares six months ago, your position is already up about 250%. That's a monster return in a short time frame, although some contend the stock is still cheap. Is this the case? Or is there something else going on with Micron's stock? Micron's stock looks cheap, but there's a catch If you value Micron's stock on a forward earnings basis, the stock looks incredibly cheap. The stock rallied from nearly 3 times forward earnings all the way up to 12. However, with the S&P 500 trading for about 21.9 times forward earnings, this price tag still looks cheap. So, what's the catch? It all has to do with the industry that Micron is involved in. Micron makes memory chips, which don't have much differentiating technology. That means that memory chips are fairly commoditized, and there's not a lot of difference between the products Micron offers versus its competitors. Memory demand goes in cycles, and currently, we're ramping up. AI demand has consumed nearly all memory chip capacity for the foreseeable future, which has caused memory prices to skyrocket. Micron's input costs are relatively stable, so when the price of the commodity soars due to a fixed cost, Micron's profits will also skyrocket. This makes the stock look cheap, at least for the time being. Once Micron and its peers have expanded their production capacity enough to meet demand, prices for memory chips will drop, and so will Micron's profits. Furthermore, if demand falls, Micron's profits will shrink even more due to having excess production capacity. This highlights the cyclical nature of Micron's business and is the reason why the stock doesn't have a much higher valuation. But that doesn't mean you have to ignore Micron's stock. While I'm not investing in it, you can still buy shares of Micron today if you believe the memory chip crunch will last for multiple years. The longer...

Is Micron Stock Too Cheap to Ignore? The Motley Fool

格隆汇3月8日｜伊朗外交部长：如果特朗普想升级局势，他将如愿以偿。

is the Verge’s weekend editor. He has over 18 years of experience, including 10 years as managing editor at Engadget. Posts from this author will be added to your daily email digest and your homepage feed. A site called PSprices has been tracking prices on Sony’s digital game store and noticed something unusual: some games were being offered at different prices to different users. What’s more, those offers are tracked in the PlayStation API with experiment identifiers like IPT_PILOT and IPT_OPR_TESTING. Dynamic pricing is nothing new and is used across a number of industries. But it’s often met with backlash and isn’t typically found in online game stores. According to PSprices, Sony is running A/B testing on prices for over 150 games in 68 regions, though the US doesn’t currently appear to be part of the experiment. For now, at least, Sony isn’t toying with raising prices. Instead, the program appears to offer discounts to select users, ranging from 5 percent to 17.5 percent, on titles like Spider-Man 2, God of War, and Red Dead Redemption 2. Still, even if Sony’s version of dynamic pricing is focused on lowering costs for some users, it’s likely to draw ire. Customers receiving a 10 percent discount on Sid Meier’s Civilization VII probably won’t be thrilled when they find out their next-door neighbor was offered 25 percent off. We reached out to Sony for comment, but have yet to receive a response.

格隆汇3月8日｜市场消息：一位美国高级官员对以色列记者表示，战争的第二阶段已经开始，预计将持续12到14天。

Chipotle Mexican Grill (CMG 4.49%) had been one of the restaurant industry's steadier stocks. For two straight years, transactions grew around 5% annually. Then last year, traffic turned negative in all four quarters. Entering 2026, the restaurant landscape had shifted. Fast-casual and fast-food prices had climbed so much that some diners needed a rest. Casual dining chains like Chili's picked up traffic, while Wingstop and Chipotle lost it. A brand built on affordable food and quality ingredients is not supposed to be on that list. Management has been fairly specific about who is pulling back. Households earning under $100,000 a year make up about 40% of Chipotle's sales. Younger diners in the 25 to 35 range are visiting less, too. Lunch and snack visits took the biggest hit last year. The company says these customers aren't leaving for competitors. They're eating out less often and shifting more spending to groceries and food at home. Maybe. But not every investor is going to buy the idea that they are suddenly home, cooking for themselves. Fewer orders, same overhead Transactions fell 4.9% in the second quarter, improved to a 0.8% decline in Q3, then slipped to negative 3.2% in Q4. That's not a recovery. It's a bounce that faded. For the full year, same-store sales fell 1.7%. Check growth alone won't cover the fixed costs. The efficiency that makes this model best in class on margins is the same reason there's not much flexibility when volume drops. When traffic falls, Chipotle is still running the same kitchens with the same labor for fewer orders. It is a model built for throughput, and weaker traffic shows up quickly in margins. Restaurant-level operating margin fell from 28.9% in Q2 2024 to 23.4% in Q4 2025, roughly 550 basis points in six quarters. In a model this lean, it is tough to cut fat. The fix is getting customers back through the door. No discounts, just patience Management's answer is to push the value messaging harder without discounting, feeling ...

格隆汇3月8日｜俄罗斯驻英国大使：我们在伊朗战争中不是中立的。

【宏福苑盜竊案】 三名負責大埔宏福苑加固工程的工人，涉嫌在單位內盜竊七件首飾，總值約九萬元，3月7日提堂。警方及建造業界均批評行為卑劣。 ➢案發經過 ➢政府要求引入加強措施 ➢業界指屬個別事件 ➢政府向殉職消防員何偉豪家屬發放615萬元 ➢援助捨身救人者家屬 須符特定條件｜延伸閱讀 【港人滯留中東】 中東戰事令不少人一度滯留迪拜，包括騎師田泰安。本港入境處稱，接獲約800名中東港人查詢，當中逾300人已安全離開。 ➢有滯留港人稱迪拜市面已大致平靜 ➢近日首班客機由迪拜來港 ➢政府爭取周末預留迪拜返港阿聯酋航空部分機位予港人 ➢「曲線」回中國 【將軍澳醫院造口手術疑出錯】 將軍澳醫院發生嚴重醫療事故，一名85歲患結腸癌的女人，接受造口手術後，懷疑位置出錯，約三周後死亡。院方向家屬致歉並調查事故原因。 ➢林哲玄指流出物質可驗證位置是否正確 【近月第三宗找換店相關劫案】 兩名身懷一千萬元現鈔的男子，在上環遭人持刀行劫。警方收到線報預早在附近埋伏，當場拘捕三人。警方表示，近月先後發生三宗找換店相關行劫案，強調高度重視每宗案件。 ➢點擊重溫 【全國兩會2026】 全國政協及人大會議先後揭幕，總理李強發表政府工作報告，提出今年經濟增長目標是百分之4.5至5，落實「十五五」規劃。國務院副總理丁薛祥連續兩日強調香港應做好行政主導。 ➢推進全體人民共同富裕 ➢十五五規劃草案要大力發展創科 ➢習近平：軍中不容對黨有二心之人 ➢習近平要求加緊推進健康中國建設 ➢丁薛祥連續兩日強調香港要做好行政主導 ➢支持大灣區打造為世界級城市群 ➢堅決打擊「台獨」分裂勢力 ➢時事通識｜中國的五年規劃 【中共元老宋平逝世】 中共元老、中共中央政治局原常委宋平逝世，享年109歲。 ➢曾先後與周恩來及胡錦濤共事 【比亞迪第二代刀片電池】 比亞迪發布第二代刀片電池，創全球量產最快的電池充電速度。 ➢點擊重溫 【美以襲伊朗】 美國同以色列聯手打擊伊朗，踏入第二周，美國總統特朗普表明，不會通過談判同伊朗結束衝突，只會接受無條件投降。伊朗傳媒指，已故最高領袖哈梅內伊的兒子穆傑塔巴獲推舉為接班人。 ➢伊朗總統警告鄰國勿淪帝國主義玩具 ➢穆傑塔巴背景 ➢美國潛艇擊沉伊朗軍艦後不救人 ➢分析指伊朗反擊或與「馬賽克」防禦策略有關 ➢伊朗南部女子小學被炸逾百死 ➢伊朗後哈梅內伊時代 分析：西方干預主義者如意算盤未必打得響｜即睇...

格隆汇3月8日｜据CNN报道，特朗普在谈到伊朗下任领导人时表示，这应该像我们在委内瑞拉所做的那样，下一任领导人需要对美国和以色列表现得友好。

格隆汇3月8日｜阿布扎比国家石油公司：正审慎管理海上产量水平，以满足储油需求。