Ameriflex Group Inc. Boosts Broadcom Inc. Stock Position National Today

Source: Bloomberg, 2:04

肯尼亚警方通报称，洪涝灾害目前已造成该国至少8人死亡，财产损失惨重，数千人流离失所。6日晚，暴雨引发肯尼亚首都内罗毕及其周边地区发生洪水，部分道路封闭。当地警方称，有2人触电身亡，另有6人溺水身亡。洪水还导致100多辆汽车受损，道路被淹阻碍了救援行动。其他受灾严重的地区包括肯尼亚西部、沿海地区以及东非大裂谷部分地区。肯尼亚政府已启动紧急响应措施，以加强协调并加快灾后重建工作。政府敦促公众在道路上保持谨慎，避免穿越水位上涨的河流，并向有关部门报告与洪水相关的问题。（央视新闻）

格隆汇3月7日｜据新浪科技，知情人士透露，网易将停止资助名越稔洋领导的工作室。据悉，名越工作室的员工已在周五被告知这项决定，网易将从5月起停止对该工作室的投资。

Key Points The company's fastest-growing division is also the most profitable, and its order book keeps building. Data centers need reliable energy, and Cummins is supplying a key piece of it. Its core engine and components businesses are coming off a cyclical slowdown. 10 stocks we like better than Cummins › Shares of Cummins (NYSE: CMI) have climbed nearly 50% over the past six months, lifted by rising orders tied to the artificial intelligence (AI) boom. The company designs and manufactures diesel and natural gas engines, power generation equipment, and related components. The stock has long been priced as a cyclical play on long-haul trucking, but now the surge in data center demand is the bigger driver. Advanced computing relies on large facilities, and those sites need reliable standby energy when utility service fails or becomes unstable. That is where Cummins comes in. Its power systems segment sells the industrial generators they need. 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 » The bottleneck in AI is power On the second-quarter 2025earnings call management projected around $2 billion in annual revenue for this market. By the fourth-quarter call, that annual figure nearly doubled to $3.5 billion across the power systems and distribution segments. That is a big jump in orders in a short period. Power systems grew revenue 16% to $7.5 billion for the full year, pushing earnings before interest, taxes, depreciation, and amortization (EBITDA) margins to 22.7%, a 430-basis-point improvement from last year. Revenue from distribution, which sells, installs, and services the equipment, grew 9% to $12.4 billion, and margins rose to 14.6% from 12.1%. Both segments are becoming more profitable as generator sales make up a larger share. CFO Mark Smith called Cummins a "low-risk weighted play on t...

Olivier Le Moal/iStock via Getty Images Onto Innovation ( ONTO ), a supplier of equipment for semiconductor manufacturing and packaging, managed to soar higher in past months, especially at the start of 2026. This has resulted in a stock that is worth twice as much as before the rally, even though the stock has pulled back more recently. Moreover, there is something to be gleaned from the recent price action, especially in terms of where the stock reversed course. In fact, there are several reasons why the risk for ONTO could be skewed to the downside, certainly in the wake of the huge rally of the past year. ONTO looks to have encountered resistance in the charts A previous article from April 2024 written by myself mentioned how the stock price had rallied higher thanks in large part to investor enthusiasm for potential AI plays, which caused ONTO to come close to almost quadrupling in market cap at the time. On paper, the AI boom ought to increase demand for semiconductors, which works in favor of a supplier of equipment needed to manufacture those chips like ONTO. Yet the rally stood in contrast to earnings results from ONTO, which had actually gotten worse, something that could put the rally in the stock at risk if there was no change. In the end, I opted to rate ONTO a hold in the article. Source: Thinkorswim app ONTO experienced a great deal of volatility in the two years that have passed since the article was written. This included a major selloff that wiped out more than half of ONTO’s market cap, but another rally in the stock, especially after August 2025, brought the stock back to where it was prior to the selloff by January 2026. However, the stock has retreated after failing to move higher for a few weeks, as shown in the above chart. Notice how the stock reached the $220-240 price region as early as January 15 with an intraday high of $227.07, yet ONTO was unable to get past this price region despite months of trying. The closest ONTO got in moving pas...

格隆汇3月7日｜任泽平发文称，如果10年前你有100万，买不同资产，你知道差距有多大吗？如果买英伟达，拿到现在，4300万元；特斯拉：3100万元；苹果：1100万元；茅台：900万元；纳斯达克指数：500万元；黄金：330万元；国内一线城市房子：200万；国债：140万；存银行：130万；沪深300指数：104万；三四线城市房地产：100万；钢铁股票：80万；如果你在10年前买P2P，财富归0。 你选择了不同的资产，就选择了不同的命运。所以，做对的事情比勤奋更重要，选择优于努力。那么，我们普通人怎么办？从几百年的历史来看，有两类资产能帮你实现幸福，一类是顺势而为，一类是穿越周期。 顺势而为的资产，代表科技进步的方向，意味着未来的高速增长。这类资产一般会经历四个阶段：看不见-看不起-看不懂-来不及，你在大家都看不见、看不起、看不懂的阶段提前买入，将会给你带来十倍百倍的回报，比如，英伟达引领的人工智能革命，特斯拉引领的新能源革命。对于科技革命带来的新机会，一开始不能不信，到最后不能真信。 穿越周期的资产，代表对抗通胀和货币超发，意味着供给稀缺和长期涨价。这类资产主要是三大硬通货：供给稀缺的贵金属、矿产资源；人口流入的核心城市、核心区域的房地产；以及大赛道的龙头公司，拥有强大的护城河和源源不断的现金流。

十年间，基层诊疗量占比下降超过4个百分点。 分级诊疗是破解“看病难”问题的关键举措之一。围绕这一核心抓手，国家已推出多项改革措施，推动医疗服务体系持续优化，并将进一步深化改革。 在3月7日上午召开的十四届全国人大四次会议民生主题记者会上，国家卫生健康委员会主任雷海潮在回答记者提问时表示：“为进一步加强医疗卫生服务的连续性，我们将以地市为单元，全面推行建立转诊会诊中心，让老百姓看病就医的连续性得到持续改善。” 近年来，为缓解“大医院人满为患、基层医院门可罗雀”的结构性矛盾，国家出台了一系列有力的改革举措，持续推进分级诊疗制度建设。这些改革的核心思路是 “强基层、建机制、通信息、调支付”，目标是构建“基层首诊、双向转诊、急慢分治、上下联动”的有序就医格局。 2015年9月8日，国务院办公厅印发《关于推进分级诊疗制度建设的指导意见》（国办发〔2015〕70号），正式启动分级诊疗制度的系统推进。按照“大病不出省，一般病在市县解决，日常疾病在基层解决”的目标，国家持续加力建设分级诊疗体系，推动优质医疗资源扩容下沉和区域均衡布局。截至2024年，全国已在81个地市开展紧密型城市医疗集团试点，同时在2188个县（市、区）推进紧密型县域医共体建设，基层医疗卫生服务能力持续增强，超过90%的城乡居民可在15分钟内到达最近医疗点。 尽管成效初显，分级诊疗仍有待进一步加强。 根据2015年至2024年《我国卫生健康事业发展统计公报》，基层医疗机构的诊疗量在总量和占比上均出现下降。2024年，全国医疗卫生机构总诊疗人次为101.5亿，其中基层医疗机构诊疗52.9亿人次，占比52.1%；而在2015年，全国总诊疗人次为76.9亿，基层诊疗人次为43.4亿，占比56.4%。十年间，基层诊疗量占比下降超过4个百分点。 对于这一现象，曾任三明市医改领导小组第一任“操盘手”的詹积富分析提出：“基层诊疗量下降的深层原因，在于原有医疗体系的结构性扭曲。各级医院像企业一样相互竞争，大医院形成‘双虹吸’效应，既虹吸病人，也虹吸医生和医疗收入。为破解这一问题，三明市探索建立县乡村一体化的紧密型医共体总医院，推动小病留在基层，形成有序就医格局。目前全国都在推进紧密型医共体建设，重视分级诊疗，但要真正落地，关键还在于制度建设的跟进。” 在医疗卫生强基工程上，雷海潮表示，“十五五”期间将谋划1000个左右的紧密型县...

The death of Ian Huntley is, perhaps, a moment to pause and remember, and not to dwell on the manner and circumstances of his killing. August 2002 is the time to return to, and the place is Soham: a pretty Cambridgeshire village that few outside the county, and possibly many within it too, knew much about before that summer. Before it happened. Two young girls go missing on a Sunday evening. It’s still light and warm. Holly Wells and Jessica Chapman are 10 years old, best friends and having a great time. It’s a lovely day, there’s a barbecue. They are inseparable – chatting, playing at each other’s homes, listening to music, eating sweets. They disappear sometime after 6pm. As the evening closes in, their parents start to worry. Sharon and Leslie Chapman and Kevin and Nicola Wells call each other. It’s getting late – are they with you? And with a rising sense of panic, they call the police at just before 10pm. Most inquiries of this kind end quickly. The girls are found. They were at a friend’s house, watching TV or walking around the village. They had lost track of time. There was no such easy explanation in this case, no moment of angry relief from their mums and dads when they popped their heads round the door. They really had gone. Over the coming days the focus of the police, the media and the country turned slowly and then more frantically to this village, and to a photograph of the two girls in their Manchester United shirts. Parents and families hugged their own children a little tighter as they waited for news. View image in fullscreen Ian Huntley, pictured in 2002. Photograph: Toby Melville/PA This interest became an obsession; an obsession that, as days passed, was sadly inversely proportional to the hope that the girls could still be found safe and well. The police operation kept expanding. Four hundred officers and countless volunteers were involved in the search; DCI Andy Hebb was leading them – a man whose anxious face and bloodshot eyes could not hid...

The child killer Ian Huntley has died after being attacked in prison. The former school caretaker killed Holly Wells and Jessica Chapman, both aged 10, in Soham, Cambridgeshire on 4 August 2002. The girls had left a family barbecue to buy sweets. On 26 February reports emerged that Huntley, 52, had been taken to hospital after being assaulted at HMP Frankland. It is thought he was knocked unconscious with a metal pole, according to the Sun, which first reported the attack. It was widely reported he had been taken off life support on Friday after his condition deteriorated. After the murder of Holly and Jessica, who were friends, a 13-day search took place that became one of the most intensive in British criminal history. Their bodies were found in a ditch near an RAF base about 10 miles from Soham. A total of 400 police officers were assigned full-time to the case, with investigators questioning every registered sex offender in Cambridgeshire and neighbouring Lincolnshire. View image in fullscreen Jessica Chapman and Holly Wells went missing from a family barbecue in August 2002. Photograph: Stephen Hird/REUTERS Huntley became a suspect after claiming to have had a conversation with the girls shortly after they were last seen. His agitated demeanour and questions about the length of time that DNA evidence would last caused police officers to become suspicious. Initially, Huntley was given an alibi by his then partner, Maxine Carr, a teaching assistant whom the girls knew, but this broke down under police questioning. He was later arrested when officers searching his workplace found charred pieces of the Manchester United shirts the girls had been wearing when they disappeared, along with other evidence connecting him to the crime. A Ministry of Justice spokesperson said: “The murders of Holly Wells and Jessica Chapman remains one of the most shocking and devastating cases in our nation’s history, and our thoughts are with their families.” Huntley was serving two lif...

His girlfriend Maxine Carr was also jailed in 2003 after being found guilty of conspiring to pervert the course of justice for giving him a false alibi. She has since been released.

Blair William & Co. IL lowered its position in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 5.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 268,015 shares of the electric vehicle producer's stock after selling 15,537 shares during the quarter. Blair William & Co. IL's holdings in Tesla were worth $119,192,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Get Tesla alerts: Sign Up Several other hedge funds have also added to or reduced their stakes in TSLA. Chapman Financial Group LLC acquired a new position in Tesla in the 2nd quarter valued at approximately $26,000. Manning & Napier Advisors LLC acquired a new position in shares of Tesla during the third quarter worth $29,000. CoreFirst Bank & Trust bought a new stake in shares of Tesla in the second quarter worth $30,000. ESL Trust Services LLC grew its stake in shares of Tesla by 1,900.0% in the second quarter. ESL Trust Services LLC now owns 100 shares of the electric vehicle producer's stock worth $32,000 after purchasing an additional 95 shares during the last quarter. Finally, Delos Wealth Advisors LLC acquired a new stake in Tesla in the second quarter valued at $32,000. 66.20% of the stock is currently owned by institutional investors and hedge funds. Insiders Place Their Bets In other news, Director Kimbal Musk sold 56,820 shares of Tesla stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $450.66, for a total value of $25,606,501.20. Following the completion of the sale, the director owned 1,391,615 shares in the company, valued at $627,145,215.90. The trade was a 3.92% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director James R. Murdoch sold 60,000 shares of the business's stock in a transaction on Friday, January 2nd. The shares were sold at an average price of...

Broadcom Inc. $AVGO Shares Sold by Evexia Wealth LLC MarketBeat

First Trust Advisors LP boosted its stake in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 17.5% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 852,233 shares of the electric vehicle producer's stock after purchasing an additional 127,193 shares during the period. First Trust Advisors LP's holdings in Tesla were worth $379,005,000 at the end of the most recent reporting period. Get Tesla alerts: Sign Up Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Vanguard Group Inc. increased its position in Tesla by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 252,386,304 shares of the electric vehicle producer's stock valued at $112,241,237,000 after purchasing an additional 995,623 shares during the period. Geode Capital Management LLC lifted its position in shares of Tesla by 2.0% in the 2nd quarter. Geode Capital Management LLC now owns 64,767,993 shares of the electric vehicle producer's stock worth $20,480,477,000 after purchasing an additional 1,269,304 shares during the period. Norges Bank bought a new stake in shares of Tesla in the 2nd quarter valued at $11,839,824,000. Legal & General Group Plc increased its position in shares of Tesla by 5.9% during the second quarter. Legal & General Group Plc now owns 20,225,098 shares of the electric vehicle producer's stock worth $6,424,705,000 after buying an additional 1,134,678 shares during the period. Finally, Amundi increased its position in shares of Tesla by 20.4% during the second quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer's stock worth $6,374,284,000 after buying an additional 3,422,270 shares during the period. Institutional investors and hedge funds own 66.20% of the company's stock. Key Tesla News Here are the key news stories impacting Tesla this week: Wall Street Analyst Weigh In Several research firms recently issued reports on T...

“十五五”规划纲要草案梯次布局，构建战略性新兴产业、新兴支柱产业和未来产业组成的、远近结合的新兴产业发展序列。 3月7日，国家发展改革委创新和高技术发展司司长白京羽在国新办吹风会上表示，“十五五”规划纲要草案梯次布局，构建战略性新兴产业、新兴支柱产业和未来产业组成的、远近结合的新兴产业发展序列。 立足当前，继续抓好新一代信息技术、新能源等战略性新兴产业发展，因地制宜建设各具特色、优势互补的产业集群。 面向中期，着力打造集成电路、生物医药、航空航天等新兴支柱产业，构筑国民经济发展的新支柱。 着眼长远，前瞻布局量子科技、脑机接口、具身智能等未来产业，培育“明天”的战略性新兴产业、“后天”的支柱产业。

格隆汇3月7日｜当地时间3月7日，以色列国防军发布紧急声明，表示监测到伊朗向耶路撒冷及以色列境内发射导弹。目前，以军防空系统已全面启动。同时，耶路撒冷及以色列部分地区响起防空警报。

格隆汇3月7日｜伊拉克将空域关闭时间延长72小时。

格隆汇3月7日｜据央视军事，全国政协委员王亚平今天在参加政协界别小组讨论时透露，中国航天向更深远太空迈进的步伐正在加快，航天员中心正在牵头申报地外生存地基研究设施，要解决未来在地球以外星球上长期生存问题。

Helmut Feil/iStock via Getty Images Aclara Resources Inc. ( ARAAF ) is a mining company that's looking toward the future of energy based on REE (rare earth elements). The key REE minerals are increasingly necessary for both the automotive industry and the consumer electronics sector. Aclara is making a strong investment in these operations, especially in extracting mines located in Brazil (the Carina Project) and Chile (the Penco Module Project). But the mine I like the most is the Brazilian one, because it can produce 175 tons of DyTb (dysprosium and terbium) annually, more than three times the 50 tons of the Chilean project. DyTb are heavy chemistral elements within the REE group, known as HREE, which are the most resistant to high temperature technologies. They are also very difficult to find and produce compared to LREE. Aclara Resources Besides the mentioned projects in Brazil and Chile, Aclara needs a plant of chemistral separation plant for the extracted materials, which is getting developed in Louisiana, with an estimated capital expenditure of $280 million. The investment has $46 million in state fiscal support, as part of the country's strategy to benefit the production of REE. This plant, which plays a key role in the supply chain of the company, is expected to begin operations in mid-2028. The company is still in the project execution phase, securing financing from its main shareholders, and expects to make its first sales in 2028. The main shareholder is the Hochschild group, which owns almost 57% of the shares, while the Chilean group CAP holds 10%. The rest of the capital is divided among minority shareholders. I believe Aclara has huge potential in the long term in Brazil’s REE sector, but I also believe it is not mature enough to buy yet, because its revenue is still far off in time. The global demand for rare earth elements I believe REE is already changing the outlook for future energy, and they could be fundamental for the following sectors: EV a...

JHVEPhoto/iStock Editorial via Getty Images Investment Thesis The most popular view about QQQ is that it is an overvalued, over-weighted, technology-based ETF that sophisticated investors would be wise to substitute for less expensive alternatives. My bottom-up assessment of the Nasdaq-100's ten largest stock positions, however, suggests this view is incorrect. A weighted earnings per share (EPS) growth rate of ~17.5% against a forward price-to-earnings (P/E) ratio of 24.4x results in a price/earnings to growth (PEG) ratio of ~1.3x -- lower than the S&P 500's 1.47x PEG ratio when adjusted for growth. Additionally, the Nasdaq-100 Index Fund ( QQQ ) provides access to the entire artificial intelligence (AI) ecosystem, including semiconductor manufacturers (such as NVIDIA at 8.6% and Broadcom at 2.9%), cloud computing platforms (including Amazon Web Services (AWS), Microsoft Azure, and Google Cloud = ~17% of total assets), and monetization platforms (such as Google Search, Meta's social network, and Amazon's advertising platform). I am aware of no other investment vehicle that can provide such an extensive array of exposures within a single holding. VGT and XLK exclude three of the four largest capital expenditure spenders in the AI space. VOO is diluted by virtue of being a diversified index fund. In addition, QQQM is structured similarly to the Nasdaq-100 Index Fund and does not have the ability to support option trading strategies. Proprietary Analysis: Bottom-Up Earnings Bridge Author Instead of depending upon top-down index-level estimates, I created a bottom up earnings bridge for the top 10 holdings in QQQ (49.5% of the portfolio), using consensus analyst earnings per share estimates. The weighted contribution of each of the stocks to QQQ's overall EPS growth from CY2026→CY2027 will be calculated as follows: Weighted Contribution = QQQ Stock Weight × Individual Stock CY2026→CY2027 EPS Growth Rate. This process clearly identifies the source(s) of QQQ's earnings p...

When a spouse dies, the number of decisions you have to make is staggering. The questions swirling around your mind can be numbing. However, amid it all, you must face the financial reality of life without your spouse, and that's no easy feat. If you've been collecting Social Security spousal benefits, you may be concerned about what will happen to that money now that your spouse is gone. Here's an overview of the key changes you can expect. Your benefit amount increases As a spouse, you were eligible for up to 50% of your spouse's full Social Security benefit. Once the Social Security Administration (SSA) learns your spouse has died, it will switch you from spousal benefits to survivor benefits. If you were receiving Social Security benefits based on your own work record or the death was not reported, you will typically have to apply for survivor benefits. In either case, you're eligible to receive up to 100% of what your spouse was receiving or was scheduled to receive. Note: You can't receive spousal benefits and also collect survivor benefits. The SSA pays whichever amount is higher. You'll be subject to eligibility requirements To receive survivor benefits, you must be: Age 60 or older (50 if you're disabled) Any age if you're caring for your spouse's child who is under 16 or disabled Married for at least nine months (although there are exceptions) You may have an earnings limit Depending on your age, your Social Security survivor's payment may be temporarily reduced if you earn above a specific limit. The limit depends on your age. You haven't lost the money, though. Once you reach full retirement age (FRA), the SSA will recalculate your monthly benefit, repaying you any money it previously withheld. You'll have to figure out the right time to claim survivor benefits Add it to the list of decisions you'll have to make, but soon after your spouse dies, you'll have to decide when the best time would be for you to claim survivor benefits. Claiming survivor benefi...

当地时间7日，伊拉克民航局宣布，伊拉克领空对所有进出港及过境飞机的管控措施将继续延长72小时至10日中午。伊拉克本轮领空关闭措施是在美国和以色列于2月28日对伊朗发动联合军事打击后实施的。伊朗随后对以色列及美国在中东地区的目标实施导弹和无人机（885564）打击，地区局势骤然升温。(央视新闻)