Year to date, shares of Monday.com (MNDY 2.00%) have fallen 46% to around $80 at the time of writing. The stock traded near $300 in July. But concerns that artificial intelligence (AI) agents could make it easier for companies to build their own internal workflow automation tools have pushed investors to rein in their growth expectations. So is the sell-off justified? Most Wall Street analysts still rate the stock a buy, with an average near-term price target of $128, according to Yahoo! Finance. Let's take a closer look at Monday.com's business to see whether the stock is worth buying on the dip. Fourth-quarter earnings gave investors mixed signals Monday.com reported strong results for 2025. Full-year revenue grew 27% year over year to $1.23 billion, and fourth-quarter revenue didn't show any meaningful weakening, with the top line increasing 25% over the year-ago quarter. The company is not having trouble signing new enterprise deals. Importantly, it is seeing strong momentum among its largest clients. The number of paid customers with more than $500,000 in annualized recurring revenue (ARR) grew 74% year over year -- more than twice the rate of growth of customers with over $50,000 in ARR. Management noted strong demand for its new AI products. Monday Vibe is the company's fastest-growing product, hitting $1 million in ARR. AI Agents, which is in beta, is also seeing strong customer interest. This shows that Monday could be positioned to benefit from the growing demand for agentic AI, rather than being replaced by it. Expand NASDAQ : MNDY Monday.com Today's Change ( -2.00 %) $ -1.55 Current Price $ 76.05 Key Data Points Market Cap $3.9B Day's Range $ 73.80 - $ 78.89 52wk Range $ 68.68 - $ 316.98 Volume 15 Avg Vol 2.4M Gross Margin 89.20 % However, where the story falls apart is its forward guidance. Monday.com has consistently posted year-over-year quarterly revenue growth of more than 20% as a public company. But revenue is expected to decelerate to 18% to 19% ...

da-kuk/E+ via Getty Images Private credit firms are facing mounting pressure as JPMorgan ( JPM ) reduces its exposure to the space and marks down loans held as collateral, with major players like Ares Management ( ARES ), KKR ( KKR ), Blackstone ( BX ), and Apollo ( APO ) seeing their stocks drop 25% or more this year. The concerns were discussed during a recent CNBC Fast Money segment, where traders weighed in on whether the sector’s troubles are just beginning. “Once the narrative’s in place, it’s very hard to change the narrative,” one trader noted during the interview, pointing to the growing skepticism surrounding private credit. The discussion highlighted how the recent Blue Owl ( OWL ) situation, which involved the mention of “gates” around redemptions, heightened investor anxiety despite the firm successfully selling $1.4 billion in assets at 99.7% of value. The panel drew attention to the contrasting approaches among major banks. While Jamie Dimon’s JPMorgan has been pulling back from private credit exposure, Bank of America recently announced plans to commit $25 billion of its own capital to lending in the private credit space. “It’s like the oddest headline. Like, when everyone else is pulling back for these things, guys are gonna get all involved,” one trader observed, comparing the move to Bank of America’s ill-timed purchases during the 2007 financial crisis. From a technical perspective, the financial sector is showing concerning signs. The XLF has fallen below its 200-day moving average for the first time in a while, and relative performance for the sector is approaching all-time lows not seen since the 2009 financial crisis. “The hundred fifty-day moving average is turning over. It has all the elements of something that I would say can get worse,” one analyst warned. Despite industry efforts to defend their portfolios, particularly around software investments and their resilience to AI disruption, transparency remains a key concern. One trader empha...

文章提及标的 优必选 -- 优必选（HK9880）公告，公司已达成收购深圳证券交易所上市的目标公司29.99%股权的先决条件。深圳证券交易所已于2026年3月10日出具《上市公司股份协议转让确认书》，中国证券登记结算公司已于2026年3月11日将所有销售股份登记至优必选（HK9880）的A股证券账户，并于2026年3月12日提供《证券过户登记确认书》。因此，优必选（HK9880）目前持有目标公司29.99%股权，成为控股股东。部分要约收购13.02%股权尚未完成，公司将适时发布最新进展公告。

印度方面消息，一艘悬挂利比里亚国旗的油轮于11日晚间抵达印度孟买港，船上装载的原油已开始卸货，将被运往孟买的炼油厂。这艘由印度籍船长驾驶的苏伊士型油轮于3月1日在沙特阿拉伯的拉斯坦努拉港装载了原油，两天后起航。据油轮追踪平台显示，这艘油轮在通过霍尔木兹海峡时短暂关闭了自动识别跟踪系统。（央视新闻）

Palantir, NVIDIA unveil sovereign AI operating system architecture Investing.com

TIC Solutions press release ( TIC ): Q4 GAAP EPS of -$0.25 misses by $0.23 . Revenue of $508.27M (+94.0% Y/Y) misses by $13.33M . More on TIC Solutions TIC Solutions: Valuation Not Cheap Enough Seeking Alpha’s Quant Rating on TIC Solutions Historical earnings data for TIC Solutions Financial information for TIC Solutions

格隆汇3月12日｜巴基斯坦国际航空公司发言人：由于海湾地区的危机，燃料成本上涨了34%。

Indian issuers withdrew local-currency bond sales worth up to 190 billion rupees ($2.1 billion) since the onset of the Iran war after the conflict led investors to demand wider credit premiums. State-run National Bank for Agriculture and Rural Development and power lender REC Ltd. on Thursday pulled offerings of as much as 80 billion rupees and 30 billion rupees, respectively. Soon after the conflict started, another state-owned firm Small Industries Development Bank of India canceled an issuance of up to 80 billion rupees on March 4. India is among the worst affected by the Iran war as the country is the third-largest oil importer and the conflict has triggered a sharp rise in the price of crude. That has stoked inflation worries and pushed yield premiums on three-year AAA-rated corporate bonds to near a six-year high this month. “Investors are pricing in uncertainty, inflation related risks, and hence seeking higher credit premiums,” said Soumyajit Niyogi , director at India Ratings, a local unit of Fitch Ratings. “There is too much uncertainty in global markets and that is making it difficult for investors and issuers to agree on the price. War is a volatile situation.” And it isn’t just India’s credit market that is affected. Global bonds have surrendered their year-to-date gains as investors price in the cost of the war. Local rules are also making it difficult for issuers to time their bond sales. That’s because companies seeking bids in the onshore bond market need to give at least two days’ notice before opening the issuance, and global uncertainty along with volatility are posing a challenge.

UK equities extend drop as oil surge intensifies inflation concerns Reuters

格隆汇3月12日｜德国汉莎航空取消所有迪拜航线，直至3月28日。

格隆汇3月12日｜中复神鹰发布异动公告，公司股票交易连续3个交易日内日收盘价格涨幅偏离值累计超过30%，属于股票交易异常波动情形。近日，多家媒体报道公司推出SYT80碳纤维新品，实现SYT80碳纤维的百吨级制备。本次发布的新产品虽已开始市场推广和应用评价，但该产品作为原材料要实现大规模销售，市场推广和应用评价等环节的周期可能较长，存在客户认证进度及未来销售价格波动等不确定性。

As innovations arise from the artificial intelligence, robotics and biotechnology sectors, holders of family capital from around the world will convene in Hong Kong to discuss such investment opportunities at the city’s fourth annual Wealth for Good Summit on March 23 and 24. Secretary for Financial Services and the Treasury Christopher Hui Ching-yu said the summit would showcase Hong Kong’s position as a premier hub for family capital seeking long-term growth and multigenerational legacy. Launched in March 2023 to attract global family offices and high-net-worth individuals, the event this year would bring together top family office leaders and next-generation wealth successors to discuss intergenerational investing, impact investing, philanthropy and family governance, Hui said in a blog post on Thursday. Advertisement The event last year attracted about 360 influential global family office principals, leaders and industry pioneers. Amid rising geopolitical uncertainty, Hong Kong increasingly stood out as a stable safe haven and preferred hub for wealthy families seeking long-term wealth preservation, Hui said, citing the city’s forward-looking policies, stable system and close alignment with long-term national strategy in an era of uncertainty. Advertisement “Industry insiders have pointed out that wealthy investors are reassessing their global asset allocation and are increasingly inclined to channel more of their wealth into Hong Kong in search of a more stable haven,” Hui said.

Apple (AAPL) and Samsung are poised to benefit from a new round of smartphone manufacturing incentiv Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

One of the big questions about the future of tariffs is whether the recent Supreme Court’s decision to end the use of several executive orders to levy them means that those who paid under the system will get their money back. The argument is simple. If the tariffs were disallowed, the money paid by businesses ... Costco’s Entire Profit Model Threatened As Customer Sues For Refund

有这么一个人，他姓周，入职过阿里，和林俊旸有渊源，做的产品这两天还特别火。 没错，他不是阿里的周浩，而是已经在字节主导Seedance等多模态业务的周畅。 周畅在阿里的七年时间里，是通义千问大模型的技术负责人。 在他的参与下，Qwen从2023年4月首次亮相，一路走到了全球开源大模型的第一梯队。 2024年6月他离职前夕发布的Qwen2，性能全面超越当时的开源标杆Llama 3-70B，发布两小时即冲上hugging Face开源大模型榜单第一，也超过了国内一众闭源大模型。 现如今，Qwen系列在全球最大的开源AI模型社区Hugging Face上，其衍生模型数量突破20万个，累计下载量超过10亿次，是全球下载量最大的开源大模型系列。 今年2月发布的Qwen3.5，更是包揽了Hugging Face全球开源大模型榜单前四名，千问App月活用户达到2.03亿。 2024年夏天他离开阿里，加入字节跳动Seed团队。 入职不到一年，他接管了Seedream和Seedance，以及世界模型团队等，成为Seed多模态方向的最高负责人。 后面的故事就广为人知了。2026年2月7日，Seedance 2.0 低调上线，没有发布会、没有大规模宣传，却在三天内引爆全球科技圈与资本市场。 A股短剧概念股集体涨停，《黑神话：悟空》制作人冯骥直言它是“地表最强视频生成模型，没有之一”。 放眼整个中国AI行业，很难再找出第二个人有周畅这样的履历。 01 周畅其人 周畅的本科来自于复旦大学计算机科学与技术专业，2012年毕业后进入北京大学，花了五年拿下计算机软件与理论方向的博士学位。 博士期间的研究方向是深度学习、图挖掘与分布式计算，论文发了不少，顶会收录了三十余篇2017年7月，他通过校招加入阿里巴巴，花名“钟煌”。 校招生进大厂，成长路径其实都要经历一段“新手村”。 周畅最初被分配到达摩院智能计算实验室，做算法专家。那几年他做的事情跟大模型没什么关系。 周畅负责研发商品图表征算法APP、用户表征框架ATRank、基于自监督对比学习的向量召回算法CLRec，这些系统主要服务于阿里电商的推荐与搜索场景。 事后来看，这几年的积累对他后来的职业轨迹至关重要。 一方面，他在阿里最核心的电商业务里完成了大规模工程落地的训练，知道怎么把实验室里的算法落地。 另一方面，他在这个过程中结识了一支愿意跟他走的...

onurdongel/iStock via Getty Images We have been here before with AeroVironment ( AVAV ) stock. Many, many times. Over the past decade, there have been worries about competition, execution, short-term profit boosts from the war in Ukraine, and then last year's acquisition of space infrastructure play BlueHalo. Over that period, AeroVironment stock has seen multiple significant drawdowns (including four sell-offs that exceeded 50% in a relatively short period of time, one of which occurred in just the last couple of months). But, over those ten years, the right play was to stay the course: Koyfin There's an argument that this time is different. As I wrote almost exactly a year ago, the BlueHalo deal looked like a huge risk , and it looks even shakier given the recent disclosure that the acquired business lost a key contract with the federal government. Given disappointing guidance for fiscal 2026 (ending April), valuation is a question mark, even acknowledging that investors historically have been happy to pay up for this business. The risks are real. But at the same time, the trend for years now has been for investors to panic over AVAV's short-term issues, before eventually returning to the long-term case for a company contributing to the reinvention of warfighting. The bet here—one I've made, even if I might not be in the stock for the long haul—is that investors will do the same again. BlueHalo Stumbles On an absolute basis, AeroVironment's decision to acquire BlueHalo has not been a terrible decision. AVAV stock is up about 6% since the deal was announced in November 2024. The logic of tying up AeroVironment's defense business and BlueHalo's space-targeted operations made sense for a variety of reasons. Most notably, it aligned the company with the increasing convergence of space and defense activities. But on a relative basis, the acquisition looks absolutely destructive: Koyfin AeroVironment gave up nearly 40% of the company in the deal, and BlueHalo is not per...

加盟后的早期重点将放在执行安达人寿在大中华市场的整体增长战略。 原友邦人寿副总经理兼广东分公司总经理姜利民，去年被传转投另一外资保险巨头安达保险（Chubb），这一消息终被“官宣”。 安达人寿3月12日宣布，任命姜利民为首席商务官，这一任命已于3月1日正式生效。 安达人寿表示，姜利民将负责渠道发展、战略规划、客户关系、产品开发及战略合作伙伴关系等业务范畴。加盟后的早期重点将放在执行安达人寿在大中华市场的整体增长战略，特别是提升公司在大湾区的品牌、知名度与业务影响。 公开资料显示，姜利民2002年加入友邦保险，在友邦任职超过20年，曾担任友邦保险中国区首席客户官、首席多元渠道官、高净值业务负责人等职务。在友邦中国区“分改子”成为友邦人寿后，他出任友邦人寿首席客户官，加入安达人寿前任职友邦人寿副总经理兼广东分公司总经理。 安达人寿是安达保险集团旗下负责环球人寿保险业务的分部。2022年安达保险收购信诺（Cigna）部分亚太地区的寿险及非寿险业务，信诺环球人寿正式更名为安达人寿。 近年来，安达保险集团通过逐步增持华泰保险进一步布局中国内地市场。华泰保险集团官网显示，安达通过旗下五家控股子公司合计持有该公司股份比例已达87.1514%，成为其实际控制人。华泰保险集团也成为国内第一家中资转外资控股的保险集团。

这段时间，大家讨论的焦点都离不开全国两会。各种政策解读令人应接不暇，我们一边为“以旧换新”“探索多渠道盘活存量商品房”“加强初婚初育家庭住房保障”“房屋品质提升工程”“超长期特别国债”这些实实在在的热词、新词感到振奋，一边可能也在思考：那些关乎国计民生的顶层设计，究竟会如何改变我们脚下每天行走的道路——我们展厅里的产品、生产线上的流程、设计案上的笔触，以及门店里的服务? 这些感觉，家居新范式感同身受。它无关宏大的叙事，而关乎具体而生计的日常。仔细读完政府工作报告，一个强烈的体感是：在“高质量发展”的总体纲领下，政策正为家居产业描绘一份清晰的蓝图。这不再是对旧模式的修修补补，在政策蓝图指引下，行业正在启动一场发展范式的系统性升级。 这意味着一套更适应未来的“操作系统”，正在加载。 新共识：家居业价值三角的悄然迁移 过去多年，家居行业的价值三角稳固地立在规模、成本和速度之上。这套逻辑深刻而有效，支撑了行业的黄金年代。 但今天，站在一线，我们能清晰地感知到一种“不适配”。旧地图，似乎有些对不上新大陆了。 两会释放的信号，为这种集体的体感提供了清晰的时代注脚。国家发展的核心引擎明确转向“着力扩大国内需求”与“加快发展新质生产力” 。投射到我们所处的行业，一个全新的、更稳固的价值三角正在显现：产品价值(绿色/智能)、制造价值(柔性/高效)、品牌价值(差异/认同)。 游戏的核心目标，正在被重新定义。我们不仅仅是为空间提供产品，更要为“人与家的美好关系”提供解决方案;竞争不再只是成本的比拼，更是独特价值创造、智慧制造能力与人心认同的全面竞赛。 这是我们家居人共同面临的重要共识。接下来，我们聊聊这套新范式带来的真切的“推背感”与“颠簸感”。 新体感：推力很具体，压力也在眼前 范式迁移的过程，伴随着具体的政策，带来可感的推力与必须直面的压力。 1. 需求之变：从“增量扩张”到“存量焕新” 推力具体而灼热：根据2026年政府工作报告，国家拟安排超长期特别国债2500亿元，支持消费品以旧换新，这为家电、家居、家纺、家装等大家居产业生态上下游注入强心剂。同时，房地产政策明确指向盘活存量商品房与建设安全、舒适、绿色、智慧的“好房子”，这直接拉高了市场对智能、健康、节能家居产品的基准线。 压力现实而琐碎：“焕新”业务非标、重服务，对传统组织是巨大考验。报告“整治‘内卷式’竞争”的表述，也预示着...

tadamichi Sleep Number ( SNBR ) announced on Thursday that it is overhauling its mattress lineup in what the company calls its largest product reset in nearly a decade. The expectation is that a simplified portfolio of tech-enabled beds at more accessible prices can accelerate the company's turnaround. Launching on March 23 in stores and online, the redesigned range centers on comfort, adjustability, and temperature management and trims the assortment from 12 to seven beds to make purchasing decisions easier for consumers. Sleep Number ( SNBR ) highlighted that the new lineup is organized into three collections (ComfortMode, ComfortNext, and Climate), each aimed at distinct sleep needs and budgets. ComfortMode targets value-seeking shoppers who want the brand’s signature adjustable air technology and temperature-balancing materials without app connectivity, starting at $1,599 for a queen, with the ComfortMode Lux stepping up materials and price. CEO Linda Findley highlighted the strong reception to ComfortMode, first introduced in January, noting sales have exceeded expectations by 3.5X and calling the performance a positive signal for the broader reset. Further up the range, the all-new ComfortNext collection introduces Sleep Number's ( SNBR ) first Tri-Brid design, combining micro coils, foam, and air chambers to enhance pressure relief for joints and the lower back while adding app-controlled smart features. Three new ComfortNext models will debut at queen price points from $2,999 to $4,499. At the top end, the existing Climate collection remains the flagship, featuring active heating and cooling technology that the company says can deliver more than 50 extra minutes of restful sleep per night for Climate360 users, with queen prices starting at $5,499 and reaching as high as $9,999. Sleep Number is also refreshing its base portfolio, rolling out a new Foundation for simpler support and updating the design of its popular FlexFit 3 smart adjustable base to align wi...

Palantir Technologies (NasdaqGS:PLTR) is expanding its AI partnership with LG CNS into an enterprise-wide rollout across LG Group. The new phase includes a dedicated Forward Deployed Engineering team working with LG CNS on AI transformation projects across multiple LG affiliates. The collaboration targets high-value AI use cases in areas such as manufacturing, energy, electronics, and logistics. This expansion reflects a broader commercial push for Palantir beyond its traditional government and defense contracts. For you as an investor, this move highlights Palantir's role as an AI platforms provider inside one of Asia's largest conglomerates. LG Group's reach across manufacturing, energy, electronics, and logistics gives Palantir a broad testing ground for enterprise AI, at a time when many corporates are looking for concrete, operational use cases instead of experimental pilots. The expanded partnership also points to Palantir's effort to build out its presence in the Asia Pacific region and deepen its work with large commercial clients. While there is no guarantee on financial impact, the scale of LG Group means investors may follow how quickly real, group-wide deployments take shape and whether similar tie ups emerge with other regional conglomerates. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on Palantir Technologies. NasdaqGS:PLTR Earnings & Revenue Growth as at Mar 2026 Advertisement Quick Assessment ⚖️ Price vs Analyst Target : At US$151.60 against a consensus target of US$186.41, the price is about 18.7% below analyst expectations. : At US$151.60 against a consensus target of US$186.41, the price is about 18.7% below analyst expectations. ❌ Simply Wall St Valuation : Shares are trading roughly 24.4% above the Simply Wall St estimate of fair value, which screens as overvalued. : Shares are trading roughly 24.4% above the Simply Wall St estimate of fair value, which scr...

一只张牙舞爪的“龙虾”，正以惊人的速度撬动数千亿港元的市值，这背后不仅仅是资本的狂欢，更是一场关于AI未来的豪赌。 两个月前，如果你告诉任何人一家成立仅四年、年营收不足8000万美元的AI公司，市值能超越互联网老牌巨头百度，恐怕会被当作天方夜谭。 但现实往往比剧本更大开大合。 3月10日收盘，港股AI新贵MiniMax（00100.HK）股价再度大涨超过22%，市值站上 3826亿港元 ，而同日百度的市值为3322亿港元。 就在前一日，MiniMax同样大幅拉升，仅这两日累计上涨超 51% 。 截图时间：2026年3月12日15:38分。 这家从165港元发行价起步的公司，如今股价早已突破千元大关，成为港股市场一道另类的风景线。 有人笑称这是“市梦率”的回归，有人则笃定这是AGI（通用人工智能）时代的黎明。当一家做AI的公司，因为帮别人“养龙虾”而股价暴涨，这背后的逻辑究竟是什么？ 是资本的疯狂狂欢，还是产业变革的真实信号？ 01 “龙虾神话”：一场资本的造富运动 把时间拨回两个月前。2026年1月，港股市场还笼罩在一种谨慎的氛围中。 就在MiniMax上市的前一天，另一家大模型公司智谱AI刚刚挂牌，虽然收涨，但盘中一度破发的走势让不少打新者心里打鼓。 然而，MiniMax用实力证明了什么叫“王炸”。 1月9日，MiniMax正式登陆港交所。没有犹豫，没有试探，开盘即高走，盘中涨幅一度超过100%，最终收盘定格在345港元，涨幅109.09%。这一天，成为了中国AI发展史上的一个里程碑——全球资本市场迎来了第一家市值破千亿的大模型上市公司。李泽楷旗下的盈科拓展作为早期投资方，单日浮盈就高达6.5亿港元，这种造富效应瞬间点燃了市场的激情。 但这只是序幕。真正的爆发发生在2026年3月。 起因是一个名为OpenClaw的开源AI智能体框架火了。因为Logo是一只红色的龙虾，开发者们戏称部署和训练这个框架为“养龙虾”。与传统只会聊天的AI不同，OpenClaw能像真人助理一样自主规划任务、调用工具，甚至7x24小时不间断工作。而MiniMax，正是这个“龙虾”最核心的“饲料”供应商——其大模型为OpenClaw提供了强大的底层智力支持。 消息一出，市场疯了。投资者们突然意识到，AI不再是虚无缥缈的概念，而是能真正“干活”的生产力。 3月9日、10日，MiniMax股价连续...

Build-A-Bear Workshop ( BBW ) announced that as part of a multi-year planned succession process, longtime president and CEO Sharon Price John intends to retire from her role effective June 11, 2026. In a unanimous vote, the board appointed the company’s tenured chief operations and experience officer, Chris Hurt, to succeed Price John as chief executive officer, who will transition her responsibilities to Hurt during this period. The board also appointed Hurt to the board of directors, effective upon assuming the CEO role. BBW shares +10.4% at $48.01 premarket. More on Build-A-Bear Workshop Build-A-Bear: I'm Bullish Due To 3 Growth Drivers Build-A-Bear's Weakening Margins Make It Less Compelling (Rating Downgrade) Build-A-Bear Workshop: An Unlikely Growth Story Trading At A Great Price Build-A-Bear Workshop GAAP EPS of $1.26 beats by $0.04, revenue of $154.5M misses by $1.21M Top 10 small-cap stocks with highest dividend growth grade

中国企业在AI时代的优势有望扩大 日本和韩国企业的清洁机器人基本缺席了今年AWE展会。 据研究机构IDC统计，2025年，全球家用清洁机器人市场总量突破3272万台。扫地机器人、割草机器人和泳池机器人是其中的主要组成部分。虽然三星、松下等也开发这类产品，但当前全球头部阵营已基本由中国企业占据。 AWE期间，MOVA清洁业务全球负责人赵小田接受第一财经记者采访时表示，中国企业有国际同行羡慕不来的产业链优势。在AI时代，中国清洁机器人企业不但维持，而且扩大了优势地位。 谁在失去存在感 今年的AWE，松下和LG展位相邻。 松下和LG分别是日本和韩国家电的代表性企业，另一家全球知名的韩国家电企业三星则缺席了这次会展。3月12日，据第一财经记者在展会观察，松下展出了冰箱、洗烘套装等产品，LG则展示其冰箱、电视等新品。 两家企业都没有带来清洁机器人产品。 松下和LG清洁机器人的缺席，很能代表日本和韩国企业在这一领域所处的位置。他们的整体家电业务，受到中国企业的侵蚀。三星和松下等日韩企业也开发相应产品。比如松下的拖洗一体机工厂就在杭州，而其扫地机器人产线已经停产。 不管是中国市场，还是在欧洲和北美市场，三星、松下等企业的清洁机器人已经处于边缘化位置了。而中国厂商在扫地、擦窗、割草、泳池等多品类同步突破。 “在欧洲清洁机器人市场，几乎没有日本和韩国品牌。”赵小田表示。MOVA此前开发策略是优先发展国际市场，2026年开始在国内投入更多力量。现在，它八成以上的收入来自海外，其中最具优势的海外市场是欧洲。比如在2025年“黑五”期间，MOVA在西南欧的扫地机器人品类GMV突破2亿元；在欧洲经济的火车头德国，MOVA市占率一度达到18%,仅次于追觅科技。 在欧洲的德国、意大利、西班牙等国家，中国企业如MOVA、石头科技、科沃斯和追觅占据最主要的市场份额。即便是人们熟知的高端品牌戴森，其扫地机器人售价略低于MOVA产品，但在欧洲也没有打开市场。 欧洲还残存着一些本土的低端扫地机器人品牌，他们的产品售价100-200欧元，占据一点点市场份额，但其生产制造交付也基本是由中国代工企业完成的。 扫地机器人的鼻祖iRobot成立于1990年，近年来它在全球的市场份额也急剧下降，现在全球份额只有个位数，只在美国和日本尚能维持一定市场地位。近期，它已经被其代工企业，中国的杉川集团所收购。 “扫地机器人的...

“就这价格买回来炸了我都夸它炸的响” “这机器刀法精准，注定畅销” “主要是便宜貌美真的很有吸引力” ...... 3月11日，苹果有史以来最低价的笔记本MacBook Neo正式开售。虽然是工作日，但线下门店依然有大量专门为neo而来的消费者，其中大多为学生党，也有不少轻办公人群。一些消费者显然是有备而来，咨询完优惠策略之后，直接下单提机。 前几天发布会上，MacBook Neo一亮相，网友就炸开了锅。 官方售价4599元起，叠加教育优惠、国补等到手价可低至3000多，甚至社交媒体上还不断有用户发出叠加以旧换新补贴之后，低于3000元即到手的帖子。 3月11日，拼多多上市首日即破发，券后只需3599元。 渠道端的提前破发，也让外界猜测“利润空间给的很足”，背后是苹果自降身段、冲销量、布局下沉市场的战略决心。 虽然阉割了不少性能，相比air几乎腰斩的价格，狠狠吸引了一波低预算的消费者， 尤其是大学生、教师、轻办公人群、以及“没有深度工作只要轻松生活”退休人士。 “看看网课，做做ppt和公众号够吗？”、“大学生，只用来写essay和做ppt够吗”......已经有不少学生党在各测评视频下咨询。 还有不少消费者想购入作为“第二台笔记本”，或者作为养龙虾专用机。 近期的“养龙虾”（在电脑上部署、调教、使用开源AI智能体框架OpenClaw）风潮，让MacBook Neo意外踩在了风口上。出于安全性考虑，很多人会选择非日常主力机来“养虾”。此前Mac mini是很多人的“虾机”选择，但Mac mini+显示器+键盘+鼠标整套配置下来价格并不低。 MacBook Neo发布后，很多“养虾人”开始将其视为首选。有网友分析，养虾主要是“调用云端大模型及少量的本地脚本或者文件操作，8G的运行内存够用。 而且MacBook Neo功耗更低、价格更低、且更便携，甚至比Mac mini更适合运行openclaw。” 客观来看，MacBook Neo的确丢掉了很多性能，例如降级芯片、去掉键盘背光、运行内存太低。但在精准的需求和低价下，并没有影响消费者的接受度。 MacBook Neo的上市毫无疑问对于笔记本低端市场将带来不小的冲击，甚至有可能重构基础上网本的竞争格局。 01 高颜值、低性能，Macbook Neo拿捏大学生？ “确实很心动，正在考虑要不要入手”，小树目前正在读研，日常手上有...

KLCM Advisors Inc. grew its stake in Broadcom Inc. (NASDAQ:AVGO - Free Report) by 9.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 40,078 shares of the semiconductor manufacturer's stock after acquiring an additional 3,368 shares during the quarter. Broadcom comprises approximately 1.3% of KLCM Advisors Inc.'s portfolio, making the stock its 22nd biggest holding. KLCM Advisors Inc.'s holdings in Broadcom were worth $13,222,000 as of its most recent filing with the Securities & Exchange Commission. A number of other large investors have also made changes to their positions in the stock. Brighton Jones LLC lifted its holdings in Broadcom by 21.8% in the 4th quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer's stock valued at $6,882,000 after purchasing an additional 5,322 shares in the last quarter. Revolve Wealth Partners LLC raised its position in shares of Broadcom by 10.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer's stock valued at $1,854,000 after buying an additional 756 shares during the last quarter. United Bank lifted its stake in shares of Broadcom by 76.5% during the first quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer's stock valued at $392,000 after buying an additional 1,014 shares during the period. Sivia Capital Partners LLC boosted its position in Broadcom by 10.1% during the second quarter. Sivia Capital Partners LLC now owns 12,693 shares of the semiconductor manufacturer's stock worth $3,499,000 after acquiring an additional 1,160 shares during the last quarter. Finally, Capital & Planning LLC boosted its position in Broadcom by 10.5% during the second quarter. Capital & Planning LLC now owns 3,983 shares of the semiconductor manufacturer's stock worth $1,098,000 after acquiring an additional 378 shares during the last qua...

KLCM Advisors Inc. increased its holdings in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 375.1% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 12,666 shares of the wireless technology company's stock after buying an additional 10,000 shares during the quarter. KLCM Advisors Inc.'s holdings in Qualcomm were worth $2,107,000 at the end of the most recent reporting period. Several other large investors have also bought and sold shares of QCOM. Harbor Capital Advisors Inc. lifted its holdings in shares of Qualcomm by 72.2% in the third quarter. Harbor Capital Advisors Inc. now owns 155 shares of the wireless technology company's stock worth $26,000 after acquiring an additional 65 shares during the last quarter. Cloud Capital Management LLC acquired a new stake in shares of Qualcomm in the 3rd quarter valued at approximately $27,000. Winnow Wealth LLC bought a new stake in shares of Qualcomm during the 2nd quarter valued at approximately $32,000. Lavaca Capital LLC acquired a new position in Qualcomm during the 2nd quarter worth approximately $32,000. Finally, Howard Hughes Medical Institute acquired a new position in Qualcomm during the 2nd quarter worth approximately $38,000. 74.35% of the stock is owned by institutional investors and hedge funds. Get Qualcomm alerts: Sign Up Analysts Set New Price Targets A number of brokerages have weighed in on QCOM. Rosenblatt Securities cut their target price on shares of Qualcomm from $225.00 to $190.00 and set a "buy" rating on the stock in a research report on Thursday, February 5th. UBS Group restated a "neutral" rating on shares of Qualcomm in a research report on Monday, February 2nd. Zacks Research downgraded Qualcomm from a "hold" rating to a "strong sell" rating in a research report on Tuesday, January 27th. Cantor Fitzgerald cut their price target on shares of Qualcomm from $185.00 to $160.00 and set a "neutral" rating o...

Fourth quarter 2025 GAAP net income of $1.6 million or $0.12 per basic weighted average common share and Distributable Earnings(1) of $3.5 million or $0.27 per basic weighted average common share Full year 2025 GAAP net income of $12.1 million or $0.93 per basic weighted average common share and Distributable Earnings of $15.2 million or $1.19 per basic weighted average common share Board of Directors declares a first quarter 2026 dividend of $0.30 per common share WEST PALM BEACH, Fla., March 12, 2026 (GLOBE NEWSWIRE) -- Sunrise Realty Trust, Inc. (Nasdaq: SUNS) (“SUNS” or the “Company”), a lender on the Tannenbaum Capital Group (“TCG”) Real Estate platform, today announced its results for the fourth quarter and year ended December 31, 2025. SUNS reported generally accepted accounting principles (“GAAP”) net income of $1.6 million for the fourth quarter of 2025, or $0.12 per basic weighted average common share, and Distributable Earnings of $3.5 million, or $0.27 per basic weighted average common share. The Company reported GAAP net income of $12.1 million for the 2025 fiscal year, or $0.93 per basic weighted average common share, and Distributable Earnings of $15.2 million, or $1.19 per basic weighted average common share. Brian Sedrish, Chief Executive Officer of SUNS, said, “Looking ahead to 2026, we continue to see a clear bifurcation in the commercial mortgage REIT landscape between lenders that are positioned to originate new loans and those that remain focused primarily on asset management. SUNS’ strategy is designed for this environment: we are a lower-leverage lender that prioritizes real estate fundamentals and structured solutions for transitional assets in the Southern U.S. As larger lenders concentrate further on multifamily and industrial, we believe a meaningful portion of the transitional lending market will remain underserved, creating an opportunity set where SUNS can continue to be selective and pursue compelling, risk-adjusted returns.” Common S...

Key Points Spousal benefits allow you to receive as much as 50% of your spouse's monthly benefit. Claiming spousal benefits before your full retirement age will reduce your monthly benefit amount. The Social Security Administration provides estimated monthly benefits, which can help you decide if this is the right move for you. The $23,760 Social Security bonus most retirees completely overlook › Your career earnings largely determine your monthly Social Security benefit amount. The more you earn, the more you pay in Social Security payroll taxes (up to a certain amount), and the larger your monthly benefits will be (again, up to a certain amount). The issue with this process is that not everyone has a sufficient work history. Some people are stay-at-home parents; some people work low-paying jobs; and some people have gaps in employment for one reason or another. Any of these situations could noticeably affect how much someone could receive in benefits. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » Luckily, Social Security offers spousal benefits, which are a way for someone to claim Social Security based on their spouse's work history. They're not the best route for everyone, but can be extremely helpful in the right situation. Let's take a look at who's eligible to receive them. Who is eligible to receive Social Security spousal benefits? The two non-negotiable factors to qualify for Social Security spousal benefits are: having been married for at least one year, and the qualifying spouse currently receiving retirement benefits. From there, one of the following must also apply: You're at least 62 years old. You're caring for a child under age 16. You're caring for a child with a disability that began before age 22. To qualify, one of the three criteria above must be met. Even if you meet the one-year marriage requirement and your spouse is collecting benefits, you won't be e...

Elon Musk revealed a new collaboration between Tesla Inc. and his artificial intelligence startup xAI on Wednesday, introducing a project titled “Macrohard” designed to automate the core operations of traditional software firms. The initiative, which Musk also referred to as “Digital Optimus,” represents a significant step in the billionaire’s goal of expanding AI beyond physical robotics into the digital workspace. In a series of posts on his social media platform X, Musk described a system capable of emulating the functions of entire companies, positioning it as a direct challenge to established tech giants. The architecture of Macrohard relies on a dual-system approach. It pairs xAI’s Grok large language model, which acts as a high-level “navigator” or “thinker,” with a specialized AI agent developed by Tesla. This Tesla-built agent is designed to process real-time computer screen video and interpret keyboard and mouse inputs, allowing the AI to interact with software exactly as a human operator would. “In principle, it is capable of emulating the function of entire companies,” Musk said. “That is why the program is called MACROHARD, a funny reference to Microsoft.” The move comes at a time of heightened competition in the “agentic AI” sector. Recent product launches from competitors like Anthropic have already signaled a shift toward AI that can perform complex, multi-step computer tasks autonomously. Musk’s entry into this space leverages Tesla’s proprietary AI4 chips, which he claims will make the system more cost-competitive by reducing reliance on expensive external hardware. The announcement follows a period of corporate restructuring across Musk’s empire. In January, Tesla committed to a $2 billion investment in xAI. More recently, SpaceX acquired xAI in an all-stock transaction that valued the rocket manufacturer at $1 trillion. This consolidation has drawn scrutiny from some Tesla shareholders, who have filed legal challenges alleging that Musk is divert...

*Other Operating Data Consensus Source: Bloomberg More on Dollar General Dollar General: A Secure Haven From Tariff Chaos Dollar General: An Unexpected Winner Amidst Tariff Drama... At Least For Now Dollar General Corp: Still Attractive At This Valuation Dollar General tops same-store sales expectations in FQ3, sees margin improvement Dollar General GAAP EPS of $1.93 beats by $0.29, revenue of $10.9B beats by $80M