ablokhin/iStock Editorial via Getty Images Down around 12%, shares of Bank of America ( BAC ) are off to a rough start to 2026. Alongside conflict in the Middle East, we can add concerns surrounding private credit, the impact of artificial intelligence on jobs, and tariffs to the list of things that seem to be weighing on the Charlotte-based giant. I first covered BAC in late 2024. Rating it "Buy," I liked BAC's valuation and the outlook for its interest margin, which had been relatively subdued due to the specifics of its balance sheet. This pullback is an opportune time to revisit this investment case. Trading for just 12.5x trailing earnings, BAC once again looks cheap in the context of its growth prospects. I reiterate my previous "Buy" rating. BAC Share Price Chart (Source: Seeking Alpha) Interest Margin Expansion BAC has taken a lot of flak in recent years. Among the charges are that it has been too conservative, particularly compared to high-flying peer JPMorgan ( JPM ), its closest comp. The numbers certainly seem to back that up. Whether we're talking about profitability, growth, or investment returns, JPM has outgunned BAC, and it’s not even close. Data by YCharts BAC's decision during the COVID years to deploy a slug of its non-maturing deposits into long-dated bonds has come to symbolize this criticism. Back in 2019, the bank had $215 billion in held-to-maturity investment securities on its balance sheet, equal to just over 10% of its total interest-earning assets. These figures had risen to $523 billion and 17%, respectively, as of last quarter. Being as generous as I could, I did say that it may be prudent to adopt a "through-the-cycle" view of all this. Yes, the consensus is that BAC took on a bit too much duration risk in the early 2020s; however, these bonds could essentially act as a hedge for BAC during the easing cycle and beyond, supporting its interest margin and income. Furthermore, it should be noted just how strong BAC's deposit franchise is...

Source: Bloomberg, 5:55

Growth in Medicare Advantage plans has slowed in the past year and would be almost nonexistent if not for specialty plans that cater to people with chronic conditions or to low-income subscribers — and that bring in much more money than individual plans.

grinvalds Etsy ( ETSY ) will likely be the biggest beneficiary of OpenAI’s decision to scale back its Instant Checkout functionality, BTIG’s Marvin Fong says, as the company was the most vulnerable to “agentic disintermediation.” This week, OpenAI ( OPENAI ) said it was moving Instant Checkout out of the ChatGPT app and routing purchases back to the sellers’ app, a development that was immediately celebrated by online retailers, OTAs, and online vehicle marketplaces, and even shoppers who saw little difference between buying directly from the retailer or through Instant Checkout. “We believe ETSY is the most vulnerable [to Instant Checkout] because it doesn’t touch the product like Amazon or MercadoLibre do, and therefore, can’t offer perks like accelerated delivery or easy returns,” Fong says. With Instant Checkout de-emphasized, “ChatGPT has become much more like any other distribution channel for ETSY, little different from paid search or social.” “With consumers needing to use the Etsy app, disintermediation risk falls dramatically and loyalty should remain intact,” he adds. Fong is also bullish on MercadoLibre ( MELI ) as the OpenAI ( OPENAI ) news reinforces his confidence in the company’s ability to maintain customer loyalty. “Even though we viewed the risk of agentic disintermediation for MELI as low due to its fulfillment network and fintech integration, we believe AI has been a significant investor concern over MELI.” On the other end of the spectrum is RealReal ( REAL ) given its proprietary supply, which ChatGPT couldn’t bypass. More on Etsy Etsy, Inc. (ETSY) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Etsy: Green Shoots Are Materializing Etsy: GMS Recovery And Depop Sale Are Positive Catalysts (Rating Upgrade) SA analyst upgrades/downgrades: SMCI, ETSY, WDC, CMG Etsy outlines slight GMS growth for 2026 amid Depop sale and AI-driven strategy

Rangsarit Chaiyakun/iStock via Getty Images I previously covered Devon Energy ( DVN ) in December 2025, discussing why I had reiterated my Buy rating then, thanks to its highly efficient capital investment cadence as observed in the lowered capex intensity and the raised production outputs. In this article, I shall discuss why I am reiterating my Buy rating for the DVN stock here, thanks to their beneficiary position from the likely to remain higher commodity spot prices, the notably discounted valuations, and the competent capital allocation across deleveraging/shareholder returns. This is significantly aided by the strategic merger with Coterra Energy ( CTRA ), given the complementary upstream capabilities in the Delaware Basin/Anadarko Basin and their largely low-cost inventories, along with the likely to remain healthy balance sheet and the robust shareholder return prospects. DVN Is A Beneficiary Of Higher Oil/Gas Prices DVN 1Y Stock Price (Trading View) Since my last Buy rating, DVN has already traded along the rising Brent oil spot prices from the $58s per barrel in early January 2026 to $85s per barrel by the time of writing, with its oil/gas peers enjoying a similarly outsized upward momentum. Much of the commodity's tailwinds are attributed to the geopolitical unrest in Venezuela in early January 2026 and the " major combat operations in Iran " in late February 2026 - an unsurprising development, given that Venezuela comprises " 9% of the world's 9 million bbl/d of heavy crude oil production" and Iran at " 4% of global oil production ." This is not even taking into account the Iran conflict's impact on the Strait of Hormuz, a "vital waterway that accounts for 20% of the world's oil and LNG supplies" - with the commodity's rally underscoring the market's fears of an imbalanced demand supply cadence in the intermediate term. With market analysts already expecting the WTI crude oil prices to further rise from the $54s per barrel in early January 2026 to the $...

Key events 21m ago The teams 24m ago Preamble Show key events only Please turn on JavaScript to use this feature 5m ago 19.19 GMT Wolves boss Rob Edwards speaks to TNT Sports. “It’s really important … I wouldn’t want to say this is our stronger team, we have a really tight-knit group now … really good options … we wanted to try to win both games … we picked a team on Tuesday night to try to do that and we’ve done that again tonight … we’re expecting a little bit more aggression from Liverpool … to really come at us … we’ve got real speed on the outside … [Liverpool] are going to want to prove a point tonight … we have to be right back at it … I don’t see them changing loads tactically … we feel we’ve got a good plan … we can enjoy it … [the fans] deserve something to shout about.” Share 12m ago 19.12 GMT Wolves make six changes to the side named for the Premier League match on Tuesday night, and go big. Sam Johnstone, Angel Gomes, Jean‐Ricner Bellegarde, Tolu Arokodare, Yerson Mosquera and captain Toti Gomes are in. José Sá, Matt Doherty, Ladislav Krejčí, David Møller Wolfe, Adam Armstrong and André are out, with all bar Sá and André on tonight’s bench. Liverpool also name a strong side, with four changes to their starting XI. Joe Gomez, Andy Robertson, Curtis Jones and 17-year-old winger Rio Ngumoha are in; Ibrahima Konaté, Hugo Ekitike, Milos Kerkez and Jeremie Frimpong drop to the bench. Florian Wirtz returns from injury to take a place in the dugout alongside them. Share 21m ago 19.02 GMT The teams Wolverhampton Wanderers: Johnstone, Mosquera, Santiago Bueno, Toti Gomes, Tchatchoua, Bellegarde, Angel Gomes, Joao Gomes, Hugo Bueno, Arokodare, Mane. Subs: Bentley, Doherty, Wolfe, Armstrong, Hwang, Pedro Lima, Rodrigo Gomes, Krejci, Edozie. Liverpool: Alisson, Jones, Gomez, van Dijk, Robertson, Szoboszlai, Gravenberch, Mac Allister, Salah, Gakpo, Ngumoha. Subs: Mamardashvili, Konate, Kerkez, Wirtz, Chiesa, Ekitike, Frimpong, Nyoni, Morrison. Referee: Farai Hallam (...

Google's ( GOOG ) ( GOOGL ) Gemini and Anthropic's ( ANTHRO ) Claude are continuing to gain share among consumers at the expense of OpenAI's ( OPENAI ) ChatGPT, investment firm BNP Paribas said, citing a recent survey. According to the proprietary survey, Gemini's share of website visits and average monthly daily active users increased to 26.2% and 15.1%, respectively, from 24.8% and 14.3% in January. Meanwhile, Claude said a similar increase, rising to 3.6% and 0.8%, respectively, from 2.4% and 0.5% in January. Claude has seen a significant rise in downloads on the iOS App Store amid the ongoing spat between its parent company, Anthropic, and the U.S. federal government. BNP's survey included between 500 and 1,200 respondents, who were asked 10 AI related questions. Some of the other findings include that current AI usage is largely centered on tasks such as non-transactional research and writing, while nearly one-third of respondents said they had never used AI to make a purchase decision. Roughly 60% of respondents said they spent additional time verifying the results of the chatbots. Other findings include that verification activity took place on Google or other search engines, as more than one-third of respondents worried about inaccurate information. More on Alphabet, Anthropic and OpenAI Alphabet: Apple AI Deal Is The Biggest Blind Spot Alphabet Inc. (GOOGL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Alphabet: Respect The Capex Cycle OpenAI rolls out Codex Security agent; cybersecurity stocks show mixed reactions Microsoft, Google say Anthropic products still available to customers despite Pentagon blacklist

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In a desperate bid to transport oil from the US Gulf Coast to Asia, shippers have taken the unusual step of booking smaller vessels as costs soar for the massive tankers typically used. The move signals Asian buyers are looking past the Middle East to secure much-needed crude as the war in the Middle East escalates, making larger vessels less available and extremely expensive. Each Aframax typically carries about 700,000 barrels of crude, meaning it takes about three such vessels to move the same volume as a single very large crude carrier. While Aframax shipments are typically more expensive on a per-barrel basis, they can be secured faster, allowing traders to move barrels despite the tight freight market. Read More: US-to-Asia Oil Shipment Costs Hit a Record, Some Deals Falter Several Aframax vessels recently have been booked to carry crude from the Gulf Coast to Singapore loading in mid-March, including the Sea Turtle and Kalahari booked by ST Shipping , the shipping arm of Glencore Plc , and the Alicante, chartered by Thailand’s PTT, according to traders and shipping fixtures seen by Bloomberg. “When a national oil company in Asia starts pulling crude from the Gulf Coast, it usually means the market is scrambling to replace barrels that are no longer reliably available from the Persian Gulf,” said Julian Renton, an analyst at East Daley Analytics. “One of the earliest signals is smaller parcel movements rather than full VLCC cargoes.”

Why Micron Stock Is Sinking Today AOL.com

WBC｜大谷翔平轟全壘打 日本13比0大勝 中華台北陷出局邊緣 【有線新聞】世界棒球經典賽，衛冕的日本C組首場分組賽13比0大勝中華台北。 黑衫日本的豪華陣容，世界大賽MVP山本由伸當正選投手，加上大谷翔平擊球，第二局滿壘下向右外野擊出全壘打，主場出擊的日本連取4分先拔頭籌。士氣大振、打線大爆發，破賽事紀錄單局連取10分。20支球隊分4組打單循環，小組頭2名晉身八強。打完第7局比賽就提前結束，日本贏13比0。中華台北兩連敗，陷入出局邊緣。

The 'Invisible General' Ascends: Palantir Shares Surge as AI Redefines Modern Warfare FinancialContent

Did Trump Force China's Hand? Beijing Nears 500-Jet Boeing Deal Ahead Of Xi Summit Boeing shares moved higher in late-afternoon trading in New York after Bloomberg News reported that the planemaker may be nearing one of the largest sales in its history, potentially to be unveiled during President Trump's trip to China later this month. People familiar with the potential Boeing-China jet deal said it could be announced during President Trump's trip to Beijing from March 31 to April 2. They said the deal includes a 500-plane order for 737 Max jets, with additional talks covering approximately 100 widebody aircraft, including 787 Dreamliners and 777Xs. Boeing aircraft have long been at the center of US-China trade talks, as well as tit-for-tat trade disputes. If the deal materializes, it would mark one of Boeing's biggest sales ever and end years of a Chinese jet sales drought. Bloomberg offered a caveat: There's a chance that the talks could reach an impasse and a deal not be completed, they cautioned. The nation's leaders were closing in on a similar agreement last year and in 2023. The two sides are still negotiating the specifics of the announcement, with the US pushing for a firm commitment and not just a headline-grabbing dollar value, said one of the people. Shares of Boeing jumped about 2% on the news. Bloomberg noted that Boeing declined to comment, while China's Ministry of Commerce did not respond to a request for comment. We caution that the report relies on unnamed sources. Our view is that a headline like this appears highly unusual ( the scale of the order suggest more than simply a gesture of goodwill ), particularly as Trump has moved to squeeze Beijing's access to cheap crude from Venezuela and Iran. Even with the risk of an energy shock, Beijing now appears to be on the verge of buying a record number of U.S. commercial jets, which suggests Trump may have gained some leverage (perhaps through his two-month crusade with America's military) ahead of th...

美國職位出乎意料減少，表現是四個月來最差，失業率則回升。市場普遍預期，聯邦儲備局本月的貨幣政策會議將會維持利率不變。 美國勞工部公布非農業職位，2月減少9.2萬個，減少數量是去年10月以來最多。市場則預期增加5.5萬個。1月份職位數字，由增加13萬個向下修訂為增加12.6萬個。 失業率連跌兩個月後，上月回升0.1個百分點，升至百分之4.4。市場本來預測停留於百分之4.3水平。 今年沒有貨幣政策決策權的三藩市聯邦儲備銀行行長戴利表示，外界對勞工市場正穩定下來的看法可能是太樂觀，目前仍然須要注視勞工市場表現。同時由於通脹仍高於目標，加上油價上升，使聯邦儲備局在維持物價穩定以及支持就業兩項政策目標上，同樣面臨風險。 市場估計，聯儲局本月17、18日的貨幣政策會議，維持利率不變的機會率大約為九成半，到今年6月才有較大機會減息。

美國職位出乎意料減少，表現是四個月來最差，失業率則回升。市場普遍預期，聯邦儲備局本月的貨幣政策會議將會維持利率不變。 美國勞工部公布非農業職位，2月減少9.2萬個，減少數量是去年10月以來最多。市場則預期增加5.5萬個。1月份職位數字，由增加13萬個向下修訂為增加12.6萬個。 失業率連跌兩個月後，上月回升0.1個百分點，升至百分之4.4。市場本來預測停留於百分之4.3水平。 今年沒有貨幣政策決策權的三藩市聯邦儲備銀行行長戴利表示，外界對勞工市場正穩定下來的看法可能是太樂觀，目前仍然須要注視勞工市場表現。同時由於通脹仍高於目標，加上油價上升，使聯邦儲備局在維持物價穩定以及支持就業兩項政策目標上，同樣面臨風險。 市場估計，聯儲局本月17、18日的貨幣政策會議，維持利率不變的機會率大約為九成半，到今年6月才有較大機會減息。

hapabapa OpenAI ( OPENAI ) has started rolling out Codex Security, an application security agent designed to help developers identify critical vulnerabilities without being inundated by a barrage of false positives and reports on insignificant bugs. Unlike when rival Anthropic ( ANTHRO ) released Claude Code Security last month, prompting an array of cybersecurity stocks to fall, reactions to Codex Security were mixed. During Friday afternoon trading, CrowdStrike ( CRWD ) had inched down 0.5%, Cloudflare ( NET ) had edged up 0.5%, Zscaler ( ZS ) was relatively static, and Fortinet ( FTNT ) had declined 1.5%. Codex Security begins rolling out today in research preview for ChatGPT Enterprise, Business, and Edu subscribers via Codex web. OpenAI is offering it for free over the next month. "Context is essential when evaluating real security risks, but most AI security tools simply flag low-impact findings and false positives, forcing security teams to spend significant time on triage," OpenAI said . " At the same time, agents are accelerating software development, making security review an increasingly critical bottleneck. Codex Security addresses both challenges. By combining agentic reasoning from our frontier models with automated validation, it delivers high-confidence findings and actionable fixes so teams can focus on the vulnerabilities that matter and ship secure code faster." The release follows OpenAI's launch of GPT-5.4 Thinking on Thursday, which was designed to help professionals complete tasks such as building spreadsheets, presentations, and documents. More on OpenAI Wall Street Lunch: ChatGPT Tops 800M Weekly Active Users Microsoft: An OpenAI Problem (Rating Upgrade) 2027: Defense Boom As The AI Trade Unwinds Wedbush downgrades Trade Desk on OpenAI deal hype SoftBank seeks up to $40B loan to fund OpenAI investment, Bloomberg News reports

Earnings Call Insights: Allient Inc. (ALNT) Q4 2025 Management View Richard Warzala, Chairman, CEO & President, stated that 2025 closed with "improving momentum across the business" and summarized the quarter as driven by "improving industrial demand, disciplined execution across the organization, and structural margin expansion driven by our Simplify to Accelerate NOW program." He emphasized that the improvement reflected "operating leverage," "improved mix," and sustained cost discipline, with strong trends in industrial and vehicle verticals, and steady medical and aerospace & defense performance. Warzala highlighted that the company delivered "record gross margins for the year," expanded operating income faster than revenue, and generated "record operating cash flow," which contributed to significant net debt reduction. He noted that the company targeted $6 million to $7 million in structural savings for 2025 and made "meaningful progress on that target." James Michaud, Senior VP & CFO, reported, "Fourth quarter revenue increased 17% year-over-year to $143.4 million, including 15% organic growth on a constant currency basis." Michaud detailed that industrial revenue grew 24%, vehicle revenue rose 35%, and medical increased 9%, while aerospace & defense declined 5%. He also stated, "gross margin expanded 90 basis points year-over-year to 32.4%." Michaud added, "operating income increased 76% to $11.4 million or 7.9% of revenue" and "net income for the quarter more than doubled to $6.4 million or $0.38 per diluted share." Adjusted EBITDA reached $19 million or 13.3% of revenue for the quarter, and year-end net debt declined to $139.7 million, reducing the leverage ratio to 1.82x from 3.01x in 2024. Outlook Warzala noted, "order trends improved" in Q4, with a book-to-bill ratio "slightly above 1x" and backlog ending the year at approximately $233 million, "with the majority expected to convert within 3 to 9 months." He remarked, "as we look into 2026, we believe we...

Thales Antonio/iStock Editorial via Getty Images Petróleo Brasileiro: ~7% FWD Yield Meets 5.5x FWD P/E I last analyzed Petrobras (NYSE: PBR ) stock on Jan 29 with an article titled “Venezuela Catalysts Can Benefit Suncor Energy More Than Petrobras.” It focused on the developments in Venezuela and rated PBR as a hold. Since then, a few new developments have emerged in terms of macroeconomics (in particular the Iran conflict and its impact on global oil prices) and PBR’s specific financials, announced in the last Q4 2025 earnings report (ER), as shown in the snapshot below. Seeking Alpha With heightened geopolitical risks, I feel it’s especially timely to focus on the return vector that involves the least degree of uncertainty. The vector with the least ambiguity is dividend in my book. As such, this article will focus on the changes in PBR’s dividends and, more importantly, my forward view for future payouts. In the end, my assessment is that the lucrative dividend, especially when combined with low P/E, provides such a thick cushion and makes the stock a solid hold amid global oil uncertainties. This high-yield and low-P/E combination is so extreme that it appears absurd to me. As detailed next, the stock's FWD dividend hovers around 7%, which is higher than its FWD P/E of 5.5x by a good gap (that is, if you only consider the numerical values without the percentage sign). Seeking Alpha PBR Stock: Latest Dividend Announcement In tandem with the ER, the PBR board just approved the latest dividend payout. The approval brought the full-year payout to R$41.2 (with more details quoted below). At the current FX rate, this translates into about $7.77 billion US dollars. TipRanks News (Mar 6, 2026): On March 5, 2026, Petrobras ’ board approved a proposal to submit to the April 16, 2026, Annual General Meeting a distribution of R$ 8.1 billion in shareholder remuneration for the fourth quarter of 2025, bringing total 2025 payouts to R$ 41.2 billion after Selic-rate adjustments...

Jade Biosciences, Inc. press release ( JBIO ): Net loss totaled $31.9 million for the fourth quarter ended December 31, 2025, compared to a net loss of $30.1 million for the quarter ended December 31, 2024. As of December 31, 2025, Jade had cash, cash equivalents, and investments of $336.2 million. More on Jade Biosciences, Inc. Seeking Alpha’s Quant Rating on Jade Biosciences, Inc. Historical earnings data for Jade Biosciences, Inc. Dividend scorecard for Jade Biosciences, Inc.

In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Jon Quast discuss: Trump's tariffs. GLP-1 data. Inflation. Walmart 's earnings. 's earnings. Doordash's results. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. A full transcript is below. This podcast was recorded on Feb. 20, 2026. Travis Hoium: Breaking news: the Supreme Court has struck down Trump's tariffs. What's next? Motley Fool Money starts now. Welcome to Motley Fool Money. I'm Travis Hoium, joined by Lou Whiteman and Jon Quast. Guys, we had a show planned, and about three minutes before we started. We got news that the tariffs that Trump implemented last year have been overturned by the Supreme Court. We're still trying to process all this information, but Lou, there was a lot of data that came out today. GDP came in a little bit worse than expected at 1.4% growth year over year. Inflation was a little bit hotter than expected, with that core inflation number up 3% year over year. Now we get this tariff news. What in the world should we be thinking? Lou Whiteman: Chaos. The vast form of chaos. It's more complicated than you think because it was only some of the tariffs that were struck down. They were the ones that were put in place due to emergency situations where all of a sudden everything was an emergency. Look, let's break it down real quick. The tariff case, the Supreme Court said, "We don't know what to do about compensation." That needs to play out. The administration claims they have other ways to do this. I think that's just a big, who knows? I can't really break it down. Travis Hoium: Let's talk about that compensation part because that is interesting. This isn't going to be, "Hey, these are overturned, and here's your $175 billion or so back." That may eventually happen, but we are in limbo. If you own a stock that has been paying tariffs, you may get a w...

In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Jon Quast discuss: Trump's tariffs. GLP-1 data. Inflation. Walmart 's earnings. 's earnings. Doordash's results. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. 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 » A full transcript is below. Should you buy stock in DoorDash right now? Before you buy stock in DoorDash, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and DoorDash wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $534,817!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,123,912!* Now, it’s worth noting Stock Advisor’s total average return is 964% — a market-crushing outperformance compared to 192% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 6, 2026. This podcast was recorded on Feb. 20, 2026. Travis Hoium: Breaking news: the Supreme Court has struck down Trump's tariffs. What's next? Motley Fool Money starts now. Welcome to Motley Fool Money. I'm Travis Hoium, joined by Lou Whiteman and Jon Quast. Guys, we had a show planned, and about three minutes before we started. We got news that the tariffs that Trump implemented last year have been overturned by the Supreme Court. We're...

Bloomberg's Donal Griffin joins Caroline Hyde and Isabelle Lee on "Bloomberg Real Yield" to discuss the collapse of Market Financial Solutions. Founder Paresh Raja has withdrawn from public view, with his whereabouts one of many questions surrounding the sudden unraveling of MFS on Feb. 25. (Source: Bloomberg)

财联社3月7日讯（编辑 赵昊） 美国人工智能公司Anthropic正在为其企业客户推出一个购买第三方软件的新平台，此举有望进一步拓展这家AI技术初创公司的产品版图。 周五（3月6日），该公司表示，“Anthropic Marketplace”将使其客户能够更便捷地购买一系列基于Anthropic模型构建的软件应用，涵盖Snowflake、Harvey、Replit等的服务。 Anthropic表示，这一软件商店不会从交易中抽取佣金，并允许客户将用于Anthropic自有服务的部分年度支出，转而用于购买第三方工具——这一模式类似于亚马逊和微软的软件市场平台。 在亚马逊的AWS Marketplace中，客户可以购买近上万个人工智能代理和工具，类别涵盖软件开发、数据分析、法律顾问、财务会计、市场营销等。 亚马逊的AWS Marketplace 近年来，Anthropic也一直在推动向更广泛的行业销售AI软件应用，并努力将自身确立为企业开展工作的核心支柱，尤其是当下公司对美国政府的业务面临新的不确定性。 先前，美国国防部要求Anthropic完全开放对Claude的使用限制，允许军方将该模型用于“所有合法用途”。Anthropic则表示不会“昧着良心”去满足国防部的要求。 本周早些时候，美国国防部正式通知Anthropic，已将其列为“供应链风险”，这可能会阻止该公司与美国政府开展业务，也波及与其他企业在国防项目上的合作关系。 对此，Anthropic美洲区负责人Kate Jensen回应称，“这是我们目前与客户频繁讨论的议题。好消息是，就目前来看，我们预计绝大多数客户的业务将一切如常。” 周四，Anthropic首席执行官达里奥·阿莫代伊（Dario Amodei）表示，美国政府的限制措施范围较为有限，不会影响Anthropic与五角大楼特定合同无关的其他业务。 微软发言人也表示，该公司已确认可以继续与Anthropic在非国防项目上展开合作。尽管如此，对于同时与五角大楼和Anthropic合作的企业而言，重大不确定性依然存在。

克利夫兰联邦储备银行行长贝丝·哈马克重申，利率可能会在相当长一段时间内按兵不动，但同时暗示，官员们应做好应对其他可能结果的准备。 “在我的基准预期下，我认为随着我们看到通胀回落、劳动力市场进一步趋稳的证据，政策应在相当长一段时间内保持不变，”哈马克周五在为纽约一场会议准备的讲话中表示，“但也很容易预见到会有其他情景，因此我认为利率面临双向风险。” 距离美联储下一次政策会议召开已不到两周，美联储官员对经济前景的展望因美以打击伊朗、油价跳涨以及一份出人意料走弱的就业报告而增添变数。 会议定于3月17日至18日召开，美联储官员将自午夜起进入静默期。 1月会议纪要显示，几位官员暗示，如果通胀持续高企，央行可能需要上调借贷成本。 长期对顽固性 高通 胀持谨慎态度的哈马克本周早些时候也表示，利率可能会在相当长一段时间内维持不变。 作为今年的货币政策投票委员，哈马克在周五的讲话中强调了央行自主权的重要性。“美联储的独立性，以及其对国会负责的机制，对于维持全球对我们致力于实现2%通胀目标的信心至关重要，”她表示。 哈马克讲话主要聚焦于美元。她表示，虽然她目前未看到美元主导地位出现任何变化，“但我们不应将促成美元成为全球主导货币的条件视为理所当然。” 责任编辑：李桐