格隆汇3月11日｜特朗普可能在本周晚些时候下令切断与人工智能公司Anthropic的联系。

FuelCell Energy's fiscal Q1 2026 revenue surged 61% YOY but missed consensus by 25%. Heavy dilution and distant profitability weigh on FCEL stock's outlook.

格隆汇3月11日｜布伦特原油回落至81美元/桶下方，日内跌6.18%。此前美国能源部长赖特声称美国护送一艘油轮通过了霍尔木兹海峡。

当地时间10日，据伊朗伊斯兰革命卫队情报组织称，鉴于伊朗伊斯兰革命卫队情报组织中一些成员的行动，目前已有10名从事间谍活动的人员被捕，他们曾拍摄目标地点并将其发送给敌方媒体。伊朗伊斯兰革命卫队情报组织还称，逮捕行动将继续快速进行。（央视新闻）

The US Navy escorted an oil tanker through the Strait of Hormuz, a key development that could start to unblock millions of barrels of Middle East oil that have been trapped inside the Persian Gulf. The shipment was confirmed by US Energy Secretary Chris Wright in a post on social media.

Alex Borderline/iStock Editorial via Getty Images I last covered Mexican airport operator Grupo Aeroportuario del Pacifico (NYSE: PAC ) in June 2025. At the time, I wrote that shares were a buy. I argued that the stock was likely to continue performing well as prior headwinds such as airline fleet capacity issues, tariffs, and contractual fee concerns appeared to be easing. Combine that with a reasonable valuation, and the path was there for a move to new highs. That was working well, as the stock rose from $232 at publication to a high of $300 early this year. However, the rally abruptly ended in February following worrisome headlines out of Mexico. Specifically, on February 22nd, the Mexican government launched an operation which killed a notorious cartel leader, Nemesio Oseguera Cervantes, who was often referred to with the nickname "El Mencho". In response to that, the cartel launched various attacks around Mexico in retribution. These included things such as burning vehicles and blocking roadways. There were rumors and false reports on social media that the cartels had taken over the Guadalajara Airport and were threatening airline passengers and tourists more generally. Furthermore, there were AI-generated images of a burning airplane; some social media accounts suggested that this purported event was occurring at a Mexican airport. While social media had an overblown reaction to the events of February 22nd, I don't want to totally downplay the situation. There was very real violence that recently occurred in Mexico, including the deaths of dozens of Mexican National Guard members who were killed in retaliation following the military operation against El Mencho. This violence, along with the ensuing social media reaction, cast a negative light on Mexico's hospitality industry in general. And it caused travelers in particular to reconsider potential vacations to Mexico's Pacific Coast, where that specific cartel is based. That leads us back to Pacifico Airports...

Is Palantir The New Leader Of The AI Revolution? Forbes

Micron stock soaring 6% today: should you buy before earnings? TradingView

Holding exchange-traded funds (ETFs) in your portfolio can be a great way to balance out your risk. You can have a couple of ETFs that provide you with some stability and dividend income, where you can allocate the bulk of your money, and then, with the remainder of your funds, invest in individual stocks. That can give you the best of both worlds, as it gives you some strong pillars in your portfolio, which, in turn, enables you to take on some risk with smaller-sized investments. One ETF that can be an excellent option for this type of strategy is the Vanguard High Dividend Yield ETF (VYM +0.48%). As its name suggests, it's an enticing dividend investment. Here's why it can be suitable for any portfolio. The low-cost fund provides a ton of stability and diversification As is normally the case with Vanguard funds, this ETF has an extremely low expense ratio of only 0.04%. Fees may not be a huge consideration for short-term investments, but they shouldn't be overlooked when you're considering investments that you plan to hang on to for years, potentially decades. Like returns, fees can add up over time, but with this Vanguard ETF, you won't have to worry about them. The fund is also highly diversified, which is crucial for a dividend investment. Time and time again, seemingly safe dividend stocks announce cuts to their payouts or changes to their policies that can impact your recurring income. The best defense against this is to simply invest in many dividend stocks to spread out your risk. The Vanguard High Dividend Yield ETF has a position in 562 stocks, and its largest holding is Broadcom, which accounts for 7% of the entire portfolio. The exposure to any individual stock is fairly low with this fund, which is important to ensure you aren't taking on too much risk. Expand NYSEMKT : VYM Vanguard High Dividend Yield ETF Today's Change ( 0.48 %) $ 0.73 Current Price $ 151.95 Key Data Points Day's Range $ 150.51 - $ 152.28 52wk Range $ 112.05 - $ 157.29 Volume 15K Th...

Key Points The Vanguard High Dividend Yield ETF gives investors exposure to a diverse mix of dividend stocks. The fund can be particularly helpful if you want dividends, as it can minimize your exposure to any one stock. 10 stocks we like better than Vanguard High Dividend Yield ETF › Holding exchange-traded funds (ETFs) in your portfolio can be a great way to balance out your risk. You can have a couple of ETFs that provide you with some stability and dividend income, where you can allocate the bulk of your money, and then, with the remainder of your funds, invest in individual stocks. That can give you the best of both worlds, as it gives you some strong pillars in your portfolio, which, in turn, enables you to take on some risk with smaller-sized investments. 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 » One ETF that can be an excellent option for this type of strategy is the Vanguard High Dividend Yield ETF (NYSEMKT: VYM). As its name suggests, it's an enticing dividend investment. Here's why it can be suitable for any portfolio. The low-cost fund provides a ton of stability and diversification As is normally the case with Vanguard funds, this ETF has an extremely low expense ratio of only 0.04%. Fees may not be a huge consideration for short-term investments, but they shouldn't be overlooked when you're considering investments that you plan to hang on to for years, potentially decades. Like returns, fees can add up over time, but with this Vanguard ETF, you won't have to worry about them. The fund is also highly diversified, which is crucial for a dividend investment. Time and time again, seemingly safe dividend stocks announce cuts to their payouts or changes to their policies that can impact your recurring income. The best defense against this is to simply invest in many dividend stocks t...

Ekaterina79/iStock Editorial via Getty Images Swiss chocolate maker Lindt ( LDSVF ) ( CHLSY ) said an internal study showed U.S. consumers who take GLP-1 weight-loss drugs are actually eating more, not less, chocolate. "They are upgrading to premium products. Less is more—small rewards with moments of bliss rather ​than mindless munching," Lindt CEO Adalbert Lechner told reporters Tuesday, according to Reuters . Lechner added that he didn't see the drugs as a threat to the company's business. The study, which was based on February data from research firm Circana, showed premium chocolate sales among U.S. GLP-1 users rose around 17% last year, compared with only 6.5% for those who didn't take the medications. Data also showed that around 15% of U.S. households were using the drugs. Lindt's comments differ from those made last month by General Mills ( GM ) CEO Jeff Harmening, who said that GLP-1 drugs were pushing some consumers "toward more nutrient-dense protein- and fiber-forward foods," according to Food Dive . "Anti-obesity drugs will have a lasting influence on the food market," Harmening added. American chocolate maker Hershey ( HSY ) also wasn't very optimistic, citing increasing GLP-1 use as a "potential demand headwind" during its earnings call in February . Novo Nordisk ( NVO ) and Eli Lilly ( LLY ) are the leading marketers of GLP-1 drugs for weight loss in the U.S. More on Hershey, Chocoladefabriken Lindt & Sprüngli AG Hershey: Cocoa/Sugar Deflation Triggers Outsized Recovery Prospects - Overbought Technicals Hershey: The Reasons Why The Post-Earnings Jump Is Not Sustainable The Hershey Company (HSY) Q4 2025 Earnings Call Prepared Remarks Transcript Hershey faces backlash from the family who invented the Reese's Peanut Butter Cup Hershey targets 4%-5% net sales growth and 400 bps margin recovery in 2026 while expanding innovation pipeline

格隆汇3月11日｜WTI原油期货失守78美元/桶，日内跌幅17.74%。

teddyleung/iStock Editorial via Getty Images Investment Overview Last month, Polestar Automotive Holding UK PLC ( PSNY ) had a flashy news release touting the “largest model offensive in its history.” The electric vehicle maker plans to launch four new cars in the next three years in what seems like another attempt to survive and grow. When I talked about Polestar in October 2024, I was bearish considering the changing market dynamics and the level of cash burn. Since that coverage, PSNY stock has declined by 63.5%. Does the deep correction make Polestar stock attractive? Not in my view. While Polestar is optimistic on the back of the recent equity financing and the planned launch of new models, there is little reason to believe that balance sheet concerns will be addressed. Therefore, stressed credit metrics and intense industry competition are factors that compel me to believe that PSNY stock is poised for further correction. Ambitious Plans And A Strong Cash Buffer In terms of positives, there are few points to note. First : Polestar reported retail sales of 60,119 cars in 2025. On a year-on-year basis, deliveries growth was healthy at 34%. In the last financial year, Polestar has also expanded its retail network by 50%. This is likely to support growth in vehicle deliveries in 2026. Second : In February 2026, Polestar announced plans to launch four new cars in the next three years. Polestar 5 is expected to be launched in the summer of 2026, followed by the launch of Polestar 4 in Q4 2026. Additionally, Polestar 2 and Polestar 7 are due for launch in 2027 and 2028, respectively. The new variants of existing models and the launch of new models (Polestar 7) are likely to ensure that delivery growth remains healthy in the next few years. Third : As of Q3 2025, Polestar reported a cash buffer of $995 million. Further, on December 16, 2025, the company secured a new term loan of $600 million. In the same month, Polestar announced an equity investment of $300 million....

(RTTNews) - The Treasury Department announced the results of this month's auction of $56 billion worth of three-year notes on Monday, revealing the sale attracted below average demand. The three-year note auction drew a high yield of 0.750 percent and a bid-to-cover ratio of 2.33. Last month, the Treasury sold $58 billion worth of three-year notes last month, drawing a high yield of 0.635 percent and a bid-to-cover ratio of 2.36. The bid-to-cover ratio is a measure of demand that indicates the amount of bids for each dollar worth of securities being sold. The ten previous three-year note auctions had an average bid-to-cover ratio of 2.46. Looking ahead, the Treasury is due to announce the results of this month's auctions of $39 billion worth of ten-year notes and $25 billion worth of thirty-year bonds on Tuesday and Wednesday, respectively. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

格隆汇3月11日｜美国参议院少数党领袖舒默呼吁对伊朗小学遇袭事件进行独立调查。“我将要求进行全面、独立和透明的调查，彻底查明这所学校究竟发生了什么，以及为什么这么多无辜平民惨遭杀害。必须追究责任，”他在参议院发言时说道。舒默说，总统特朗普声称伊朗的战斧导弹应对学校爆炸事件负责。“伊朗根本没有战斧导弹，唐纳德·特朗普！这种说法简直荒谬至极，”他说道，“我们都知道这是谎言，但在如此重大的事件上撒谎，实在令人震惊。”

Lufthansa pilots to go on strike but exempt Middle East flights Reuters

Salesforce ( CRM ) is planning to sell up to $25B of debt to fund a stock buyback, Bloomberg News reported, citing people familiar with the matter. The company is aiming for a U.S. bond offering of at least $20B. The notes could be sold as soon as this week, but the timing may change. This would be the software company's largest-ever note sale, the report added . Salesforce did not immediately respond to a request for comment from Seeking Alpha. The software giant mandated JPMorgan Chase, Bank of America, Barclays, Citigroup, and Wells Fargo to arrange fixed-income investor calls for Tuesday, the report noted. In February, Salesforce had announced a $50B share repurchase program along with its fourth quarter results . The company last accessed the U.S. bond market in 2021, when it raised $8B to help fund its acquisition of Slack, the report added. More on Salesforce Salesforce: The SaaSpocalypse Created A Rare Buying Opportunity Salesforce: AI Disruption Fears Create Mispricing Salesforce, Inc. (CRM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Apple, Microsoft, ServiceNow among 10 tech stocks to own amid Iran conflict: Wedbush Earnings scoreboard: 32 of 50 companies posted earnings growth in latest week

MoMo Productions/DigitalVision via Getty Images Around the middle of December of last year, I made the difficult decision to downgrade Live Oak Bancshares ( LOB ) from a "Buy" to a "Hold." Before that point, I had been bullish about the company. But at the end of the day, even though the business had exhibited attractive deposit and loan growth, it was being pressured by declining net interest margins and rising credit loss provisions. Mediocre asset quality and a valuation that was expensive compared to other similar firms justified a more neutral stance than a bullish tone. So, out of an abundance of caution, I downgraded the company. Since that time, shares have risen by 3.2%, while the S&P 500 is flat. But that doesn't change my overall opinion. The good news is that we are seeing some improvements, especially when it comes to the income statement. Asset quality is actually robust at the moment. But the stock is not cheap enough, right now, to justify anything other than a neutral rating. Because of that, I believe that maintaining the company as a "Hold" candidate is the right move. Sticking to My Guns Currently, the newest data that investors have regarding Live Oak Bancshares covers through the final quarter of the company's 2025 fiscal year . During that time, deposits for the institution amounted to $13.69 billion. That's up quite a bit compared to the $11.76 billion that the company had a year earlier. What’s really exciting about this is that most of it came from organic growth. Normally when you see such a move higher, it is because of a surge in brokered deposits, which are high-cost deposits borrowed from other financial institutions. We did see an increase here, but it was small in the grand scheme of things, with the figure growing from $351 million to $401 million. One thing I will say is that, in addition to only a small portion of deposits being brokered deposits, the fact that uninsured deposit exposure for the company is definitely in check. I t...

(RTTNews) - Swiss stocks closed on a firm note on Tuesday, mirroring the positive trend across Europe, as a sharp drop in oil prices and U.S. President Donald Trump's comments that the war in the Middle East could end soon, helped lift investor sentiment. The benchmark SMI, which climbed to 13,197.37 around mid morning, ended the session at 13,065.19, gaining 65.10 points or 0.5%. Sonova, the top gainer in the benchmark index, moved up 5.84%. Amrize and ABB closed up by 4.26% and 4.2%, respectively. Richemont climbed 3.15%, while VAT Group, Helvetia Baloise Holding and UBS Group gained 2.4%-2.6%. Holcim, Sika, Straumann Holding, Swiss Life Holding, Swiss Re, Kuehne + Nagel and Julius Baer ended higher by 1.1%-1.85%. Zurich Insurance, Roche Holding, Geberit, Partners Group, SGS and Alcon also ended with notable gains. Lindt & Spruengli tanked more than 10% after the company lowered its expectations for 2026 organic sales growth to 4% to 6% from 6% to 8%, amid weakening consumer mood due to the conflict in the Middle East. Last year, Lindt's sales rose 12% to 5.92 billion Swiss francs ($7.62 billion), the company said in an earnings update. Lindt's bottom line came in at CHF727.2 million, or CHF313.7 per share last year, compared with CHF672.3 million, or CHF289.8 per share, a year ago. Novartis ended down 2.6%, while Swisscom, Givaudan and Galderma Group lost 1.17%, 0.95% and 0.8%, respectively. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

格隆汇3月11日｜WTI原油日内重挫8.00%，现报78.31美元/桶。

文章提及标的 原油 -- 美原油 -- 布伦特原油 -- WTI原油期货跌幅扩大至17%，报78.61美元/桶。布伦特原油期货跌幅扩大至15%，报83.918美元/桶。

RBC Capital Markets Lifts Broadcom (AVGO) Price Target, Points to Bullish FY27 Commentary Insider Monkey

Funtap T he U.S. economy faces a challenging road ahead as narrow sources of growth, tariff pressures and higher energy costs create headwinds, according to a recent analysis from UBS Global Research. Jonathan Pingle, an economist at UBS, and his team project real gross domestic product growth will remain at 2.2% in 2026 before accelerating to 2.6% by 2028. The unemployment rate is expected to hover around 4.5% this year and next. The economic expansion is heavily dependent on artificial intelligence investment, the analysts said. Outside of AI-related technology spending, much of the economy appears weak or is contracting outright. “Despite the headline resilience, sources of growth are narrow,” Pingle wrote in a March 9 research note. The team noted that nonfarm payroll employment excluding healthcare has been declining by an average of 52K jobs per month over the past eight months. Tariffs remain a significant concern. UBS estimates the effective U.S. tariff rate has jumped to approximately 11.5% from 2.5% at the beginning of 2025. The bank expects tariffs to add 0.7 percentage points to core Personal Consumption Expenditures inflation this year. The rate-setting Federal Open Market Committee faces a difficult balancing act, with PCE inflation running near 3%. UBS projects two 25-basis-point rate cuts this year, bringing the target range to 3.00% - 3.25% by year-end. Meanwhile, the One Big Beautiful Bill Act should provide some fiscal relief, with stronger tax refunds expected to fuel second-quarter consumer spending, the note said. More on the U.S. Economy Investors Find Hope In The Fog Of War Gauging The Mideast Supply Shock Is The Petrodollar Trade Over After Trump's Comment? EUR/USD, AUD/USD And DXY Overview Inflation will take a year to hit Fed target after a spring pop - Pantheon Macro U.S. dollar slips as Middle East tensions and oil volatility weigh: Currency Recap

格隆汇3月11日｜WTI原油期货日内暴跌17.00%，现报78.65美元/桶。

RBC Capital Markets Lifts Broadcom (AVGO) Price Target, Points to Bullish FY27 Commentary Finviz

格隆汇3月11日｜WTI原油跌破79美元/桶，日内跌7.25%。布伦特原油日内大跌5.00%，现报81.80美元/桶。

周二（3月10日），美联储隔夜逆回购协议（RRP）使用规模为2.78亿美元（交易对手4家），上个交易日报3.32亿美元。

According to travel retailer On the Beach, Benidorm is set for the biggest ever Cheltenham Festival with bookings up 65% for the week compared to last year and hotels recording a 225% increase in bookings. So why are people deciding to watch sport overseas rather than at the event itself? Those heading to warmer climes point to the lure of sunshine, cheaper food and drink and a more laid-back experience free of crowds and queues. Stephen Dahl, 39, has been going to Benidorm for the Festival since 2020 after making the switch due to increasing costs. "We used to go to Cheltenham every year," Dahl told BBC Sport. "We would always get the lads together, whether we'd run a coach from Liverpool or stay over, it was our thing. "We were having to stay further and further away from Cheltenham [because of accommodation costs] and then paying £60 for a taxi to a little village so because of that we started doing the one day because it was getting more and more expensive." In the end, they chose to try Benidorm which he says was "not as popular" six years ago as it is now, and despite a small increase in cost since, he believes it is still better value for money. Dahl has not turned his back on racing, in fact he "goes to more race meetings now" than he did previously, but he says spending "at least £150 a day" at Cheltenham cannot be justified and that is why he cannot see himself ever going back. And following a surge in popularity in recent years, going to Benidorm has even caught the curiosity of some staunch Cheltenham attendees. Racing Lee, who presents the Only Fools Love Horses racing podcast, will be at Cheltenham for the first two days of the Festival, but is then flying out to Spain to experience Thursday and Friday - Gold Cup Day - with his friends in Benidorm. It will be Lee's first time going abroad for the Festival after attending for 14 years and he has decided to split his week because he could not bring himself to "miss it all", but he also wanted to "try the...

The U.S. Capitol. Photo: VCG A U.S. congressional committee has launched an investigation into three American brokerages over their roles in initial public offerings (IPOs) of Chinese companies that allegedly defrauded U.S. investors through market manipulation. In letters sent Monday, the House Select Committee on the Strategic Competition Between the United States and the Chinese Communist Party demanded that D. Boral Capital, Dominari Securities and Revere Securities provide materials related to their underwriting of the IPOs. The committee, led by Chairman John Moolenaar and ranking member Ro Khanna, alleges the offerings were part of “ramp-and-dump” schemes in which share prices were artificially inflated after listing before collapsing, leaving U.S. retail investors with significant losses.

美國駐加拿大多倫多領事館遭槍擊，無人受傷，警方列作「國家安全事件」處理。 多倫多警方在案發現場拉起封鎖線。 當地周二清晨五時半，警方接報指兩名男子坐車來到美國領事館外，有人向大樓開槍，之後坐車逃去，當時有職員在領事館內。由於保安嚴密而沒人受傷。警方到場發現槍擊痕跡及彈殼，部分建築受損。 警方列為「國家安全事件」，並啟動聯合執法小組，追查槍手身份及動機。警方已經聯絡美國聯邦調查局，並加強美國及以色列駐當地使領館安全。