格隆汇3月13日｜Netflix在内部重组中裁减了全球产品团队数十名员工。Netflix拒绝置评或确认具体裁员人数，但据了解，裁员主要涉及创意工作室部门。该团队由设计师和制作人组成，负责制作海报、应用内预告片等营销物料，以及为跨内容、产品和营销板块的线下体验活动提供相关内容。作为重组的一部分，部分员工被裁员，另有部分人员调至Netflix其他岗位。消息人士称，此次裁员与员工个人表现无关，被裁人数仅占整个团队的极小比例。此次裁员消息传出之际，Netflix刚获得28亿美元的分手费 —— 派拉蒙与天舞传媒提高对华纳兄弟探索的恶意收购报价，迫使Netflix放弃此前交易。

Financial markets are wracked with anxiety right now about the potential impact of the recent spike in oil prices on overall inflation. The price of Brent Crude, the international benchmark, soared to almost $120 per barrel -- the biggest jump since 2022 -- over the weekend before settling back a bit in recent days. Yet, as I write this on Wednesday morning, Brent is trading at about $91 a barrel, 28% higher than where it was just before the war began on Feb. 27. And gasoline has climbed from about $2.94 for a gallon of regular (national average) a month ago to $3.58 today, according to the latest data from AAA. That's an increase of $0.64 a gallon, or around 22%. The sudden and dramatic increase in energy prices has investors deeply concerned about inflation. All of this is not yet showing up just yet in the official data, but investors will want to keep a close eye. The latest Consumer Price Index data, which was published by the Bureau of Labor Statistics on Wednesday morning, showed inflation remained stable in February. Prices rose 2.4% year over year, about as expected, and 2.5% when more volatile food and energy prices are stripped out. That's still well above the Federal Reserve's long-term target of 2%, but it hasn't increased much from the prior month. The upcoming March inflation report could dramatically move markets Yet that February report is a reading of price inflation in the weeks preceding the beginning of the Iran war, so it doesn't take into account the recent spikes in oil and gasoline prices. There is another reading of inflation due this Friday (March 13), the Personal Consumption Expenditures price index, which is in fact the Fed's preferred measure of changes in prices. But that report lags a month -- Friday's report will have data for January -- so it too will fail to catch the impact of the Iran war on prices. As a result, investors and policymakers are already looking past it and focusing on the next CPI reading, on April 10 before the st...

Le Groupe Acteos, éditeur de progiciels d'optimisation des flux logistiques, publie ses comptes consolidés au titre de l’exercice 2025 arrêtés par le conseil d’administration qui s’est tenu le 12 mars 2026. IFRS en K€ 31 12 2025 31 12 2024 Chiffre d’affaires (périmètre non comparable) 8 442 13 044 CA Software En % de CA CA RFID/Auto ID/Mobilité En % de CA Dont revenus récurrents En % de CA 6304 74,7% 2 138 25,3% 4 464 52,9% 8 695 66,7% 4 349 33,3% 6 776 51,9% Marge brute En % du CA 5 548 65,7% 8 093 62,0% EBITDA En % de CA 682 8,1% (75) -0,6% Résultat Opérationnel (351) (1 875) Résultat courant avant impôt (652) (1 192) Résultat net (part du Groupe) (629) (1 241) Croissance de 8% des revenus Software Au titre de l’exercice 2025, le chiffre d’affaires d’ACTEOS ressort à 8,4 M€ contre près de 13,0 M€ sur la même période de 2024 (-35,3%). Cette évolution doit être appréciée au regard de l’impact de la sortie du périmètre de la filiale allemande suite à sa cession effective depuis le 1er décembre 2024. Sur un périmètre comparable excluant la contribution de l’Allemagne sur les 12 mois de l’exercice 2024, le repli de l’activité aurait été ramené à 8,9%, en lien direct avec la baisse anticipée des revenus issus de l’activité Mobilité sur un marché en transformation (nouveau modèle logistique des acteurs du e-commerce avec la réduction de ses points relais au bénéfice de lockers). L’activité Software réalisée exclusivement en France affiche en revanche une solide progression de 8,0% à 6,3 M€ (74,6% du chiffre d’affaires total de l’année). Cette excellente performance bénéficie de la hausse du carnet de commandes et au focus de l’ensemble des collaborateurs sur cette activité stratégique et plus contributive à la rentabilité. Progression de 30% des prises de commandes Sur l’ensemble de l’exercice, les prises de commandes ont atteint un niveau historique de près de 7 M€ avec un carnet de commandes à exécuter au 31 décembre 2025 de 3,3 M€, permettant d’envisager sereinement l...

Key Points Wednesday's inflation report was not able to capture the impact of recently higher fuel costs. The April 10 report on inflation may be the most anticipated economic release of the year. These 10 stocks could mint the next wave of millionaires › Financial markets are wracked with anxiety right now about the potential impact of the recent spike in oil prices on overall inflation. The price of Brent Crude, the international benchmark, soared to almost $120 per barrel -- the biggest jump since 2022 -- over the weekend before settling back a bit in recent days. Yet, as I write this on Wednesday morning, Brent is trading at about $91 a barrel, 28% higher than where it was just before the war began on Feb. 27. 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 » And gasoline has climbed from about $2.94 for a gallon of regular (national average) a month ago to $3.58 today, according to the latest data from AAA. That's an increase of $0.64 a gallon, or around 22%. The sudden and dramatic increase in energy prices has investors deeply concerned about inflation. All of this is not yet showing up just yet in the official data, but investors will want to keep a close eye. The latest Consumer Price Index data, which was published by the Bureau of Labor Statistics on Wednesday morning, showed inflation remained stable in February. Prices rose 2.4% year over year, about as expected, and 2.5% when more volatile food and energy prices are stripped out. That's still well above the Federal Reserve's long-term target of 2%, but it hasn't increased much from the prior month. The upcoming March inflation report could dramatically move markets Yet that February report is a reading of price inflation in the weeks preceding the beginning of the Iran war, so it doesn't take into account the recent spikes in oil and g...

A recent dip below 6% had buyers and sellers feeling hopeful about a thawing housing market, but the Iran war has added uncertainty.

watch now VIDEO 1:14 01:14 Senate votes to pass housing affordability bill, sends to House Halftime Report The Senate on Thursday passed the largest housing affordability bill in 30 years, including a ban on investors from buying single-family homes, with a 89-10 vote. But the bill faces an upward battle in the House, which passed its own bipartisan legislation in February. House GOP leaders have already said the measure will need to be negotiated, suggesting they will not take up the Senate-passed bill. House Minority Leader Steve Scalise , R-La., earlier this week told fellow House Republicans in a closed-door meeting that the measure is likely to bog down over differences between the two chambers' versions. One of the biggest issues is a ban on investors and companies from buying single-family homes if they already own 350 or more. Companies that add to the housing supply through building or serious renovations would be able to own more homes, but would need to sell those homes after no more than seven years. That provision was not initially in the Senate bill, or in the bill the House-passed, but President Donald Trump championed the ban and indicated he wouldn't sign a bill without it. Residential apartment buildings and houses in the Queens borough of New York, US, on Friday, Jan. 16, 2026. Michael Nagle | Bloomberg | Getty Images Numerous industry groups, including the National Association of Home Builders, Mortgage Bankers Association and National Housing Conference said in a position statement that the seven-year limit would eliminate production of build-to-rent housing and "would take hundreds of thousands of housing units off the market over the next decade, many of which would serve lower- and middle-income households." Sen. Elizabeth Warren , D-Mass., supported adding the institutional investing homeownership limit and said it would protect consumers. "They can also build as many apartment houses, as many condo complexes, as many triplexes as they want,...

Some companies stand the test of time and become synonymous with greatness and excellence. There are three stocks we'll discuss here that meet this standard of success and are worth buying and holding for decades. Coca-Cola (NYSE: KO) , Costco (NASDAQ: COST) , and Hormel Foods (NYSE: HRL) are the cream of the consumer staples crop. Consumer staples stocks tend to be defensive and generally offer lower volatility, greater consistency, and solid dividends. It's likely that when you hear the phrase "consumer staple," one of the very first brands that pops into your head is Coca-Cola. This beverage giant is one of the most durable and reliable companies in the world. Coca-Cola operates in more than 200 countries and has a portfolio of over 200 beverage brands. Coca-Cola is a free cash flow titan , which is largely how it became a Dividend King. A Dividend King is a company that has raised its dividends for more than 50 consecutive years. Coca-Cola is now well into its sixth decade of dividend increases, and its current yield is 2.67%. The company maintains an asset-light business model that keeps costs in check and profitability high. Continue reading

Stellantis考慮與小米集團、小鵬汽車交易 以重振歐洲業務 Yahoo 財經

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伊朗最高国家安全委员会秘书阿里·拉里贾尼在X上表示，“特朗普说他寻求速胜。虽然发动战争很容易，但仅靠几条推文是赢不了的。我们决不罢休，要让你们为这次严重的误判悔不当初”。 责任编辑：丁文武

Sunshine Seeds/iStock via Getty Images In the current market landscape, understanding geopolitics is probably the most important skill for an investor. Over the long term, we know that EPS rules the stock market valuation, but over the short-medium term, what is currently happening between Iran and the US/Israel is the main market mover. For this reason, analyzing the development of this conflict is now my main interest: I don't want to be on the wrong side of history. To avoid any misunderstanding, I want to clarify a couple of things. First of all, I want to believe that this war will end sometime soon and we will forget about it in a couple of weeks, but I can’t for the reasons I am going to show you later. Second, to predict how a conflict will evolve, you must empathize with both parties involved; otherwise, your prediction will end up being excessively biased. If you are biased, you are going to be wrong and ultimately lose money. Saying that Iran shouldn’t be downplayed doesn’t mean being pro-Iran, but it means maintaining a cautious approach against the enemy. With that being said, let’s dive into my analysis. Facts And Words Don't Match The ultimate goal for both Israel and the US is to control Iran and prevent it from having nuclear weapons, and it can only be possible if the government is replaced by someone appointed by President Trump. But to get this done, Iran must lose its existential war. Frankly, when Ali Khamenei was assassinated, I thought that Iran’s surrender was a matter of hours, but what came later totally surprised me. Days after the assassination of the Supreme Leader, his son Mojtaba Khamenei took command, a clear affront to President Trump’s willingness: I’m not going through this to end up with another Khamenei. I want to be involved in the selection. President Trump’s words two days before Mojtaba Khamenei appointment. Overall, the evidence of 12 days of war shows that both Israel and the US are far from the much-discussed "regime chan...

President Donald Trump and Iran’s new supreme leader both struck defiant tones on the 13th day of the war, offering little relief to energy markets as Brent crude briefly topped $100 barrel despite fresh US efforts to curb oil prices. The US president said in a social media post Thursday that preventing Iran from having nuclear weapons and threatening the Middle East is “of far greater interest and importance to me” than the cost of oil. The Trump administration plans to issue temporary waivers for a century-old maritime law requiring American-built ships be used to transport goods between US ports as part of its effort stop surging oil prices, Bloomberg reported. Earlier on Thursday, Mojtaba Khamenei said the Islamic Republic would seek to ensure the Strait of Hormuz remains effectively closed. In his first public comments since succeeding his father, he added that Tehran will look to open other fronts in the war if the US and Israel persist with their attacks. Oil prices rose more than 10% on Thursday with Brent crude once again briefly topping $100 a barrel as traders generally viewed the Trump administration’s efforts to lower energy costs as mostly temporary. International benchmark Brent traded near $99 a barrel while US crude traded near $95 a barrel as of 12:03 p.m. in New York. Iran has likely begun laying mines in the Strait of Hormuz, UK Defense Secretary John Healey told reporters. Iran’s deputy foreign minister denied that his country was doing so, according to the AFP. There’s little sign that the war in the Middle East is anywhere close to a de-escalation after almost two weeks of fighting. Israel launched a fresh wave of large-scale strikes across Iran on Thursday, while the Islamic Republic stepped up attacks on Dubai and shipping assets. “Studies have been conducted into opening other fronts where the enemy has little experience and would be highly vulnerable, and their activation will take place if the state of war persists,” Khamenei said. The ne...

Slovakia’s largest fertilizer producer said it’s curbing ammonia output after natural gas prices surged, in another sign that the Middle East conflict is starting to hit the industry in Europe. Duslo AS has cut ammonia production to the “technical minimum,” while continuing to produce fertilizer, according to Chief Executive Officer Pavel Hanus. The company has the capacity to produce 1,600 tons of ammonia a day. “We will take measures depending on how the situation develops and how long this unwanted state of affairs persists,” Hanus said in an email. Gas, the key feedstock for the production of ammonia and nitrogen-based fertilizers, has jumped more than 50% in Europe since the start of the war. That’s the latest blow to the region’s industry, which has been pressured in recent years from rising costs, production cutbacks and cheap imports from Russia. Duslo is part of one of Europe’s largest fertilizer producers, Agrofert AS, which has already scaled back output at Germany’s biggest ammonia plant SKW Piesteritz GmbH. Iran Conflict Sparks Global Rush For Critical Fertilizers India Asks China For Urea as War-Induced Gas Crunch Hits Plants Iran War Pushes Polish Fertilizer Maker to Pause New Orders

Qualcomm (QCOM) stock is in the spotlight once again as Bank of America initiated coverage with an “Underperform” rating, indicating that the semiconductor and communications giant may not be able to achieve robust growth in the coming years. The company is facing difficulties in terms of its customer concentration and rising competition in the semiconductor industry. Analyst Vivek Arya stated that Qualcomm is currently in a dominant position in terms of smartphone processor sales but indicated that the overall smartphone industry is maturing. Therefore, it is difficult for Qualcomm to achieve incremental sales in the coming years since its key customers are working toward developing their own chipsets. This warning is crucial for investors at a time when the semiconductor industry is highly competitive and dynamic in terms of technological advancements. Qualcomm is currently working toward expanding its business in areas like automotive, Internet of Things (IoT), and artificial intelligence (AI) data center markets. However, it seems like these markets may not grow at a rate that is sufficient to compensate for Qualcomm’s declining business in its traditional segments like smartphones. About Qualcomm Stock Qualcomm is one of the leading semiconductor and telecommunications equipment companies in the world. It is headquartered in San Diego, California. The company is currently working toward designing and selling system-on-chip processors and modem chips for use in smartphones and other devices. Its products are used in various industries like automotive, industrial, and Internet of Things (IoT) markets. Qualcomm is currently one of the most dominant semiconductor companies in the world, with a market capitalization of around $143 billion. QCOM stock is has traded between roughly $120 and $205 over the last 12 months. It is currently trading at the lower end of that range and is performing worse compared to its semiconductor peers. Valuation metrics indicate that Qu...

Qualcomm (QCOM) stock is in the spotlight once again as Bank of America initiated coverage with an “Underperform” rating, indicating that the semiconductor and communications giant may not be able to achieve robust growth in the coming years. The company is facing difficulties in terms of its customer concentration and rising competition in the semiconductor industry. Analyst Vivek Arya stated that Qualcomm is currently in a dominant position in terms of smartphone processor sales but indicated that the overall smartphone industry is maturing. Therefore, it is difficult for Qualcomm to achieve incremental sales in the coming years since its key customers are working toward developing their own chipsets. This warning is crucial for investors at a time when the semiconductor industry is highly competitive and dynamic in terms of technological advancements. Qualcomm is currently working toward expanding its business in areas like automotive, Internet of Things (IoT), and artificial intelligence (AI) data center markets. However, it seems like these markets may not grow at a rate that is sufficient to compensate for Qualcomm’s declining business in its traditional segments like smartphones. About Qualcomm Stock Qualcomm is one of the leading semiconductor and telecommunications equipment companies in the world. It is headquartered in San Diego, California. The company is currently working toward designing and selling system-on-chip processors and modem chips for use in smartphones and other devices. Its products are used in various industries like automotive, industrial, and Internet of Things (IoT) markets. Qualcomm is currently one of the most dominant semiconductor companies in the world, with a market capitalization of around $143 billion. QCOM stock is has traded between roughly $120 and $205 over the last 12 months. It is currently trading at the lower end of that range and is performing worse compared to its semiconductor peers. Valuation metrics indicate that Qu...

Qualcomm (QCOM) stock is in the spotlight once again as Bank of America initiated coverage with an “Underperform” rating, indicating that the semiconductor and communications giant may not be able to achieve robust growth in the coming years. The company is facing difficulties in terms of its customer concentration and rising competition in the semiconductor industry. Analyst Vivek Arya stated that Qualcomm is currently in a dominant position in terms of smartphone processor sales but indicated that the overall smartphone industry is maturing. Therefore, it is difficult for Qualcomm to achieve incremental sales in the coming years since its key customers are working toward developing their own chipsets. This warning is crucial for investors at a time when the semiconductor industry is highly competitive and dynamic in terms of technological advancements. More News from Barchart Qualcomm is currently working toward expanding its business in areas like automotive, Internet of Things (IoT), and artificial intelligence (AI) data center markets. However, it seems like these markets may not grow at a rate that is sufficient to compensate for Qualcomm’s declining business in its traditional segments like smartphones. About Qualcomm Stock Qualcomm is one of the leading semiconductor and telecommunications equipment companies in the world. It is headquartered in San Diego, California. The company is currently working toward designing and selling system-on-chip processors and modem chips for use in smartphones and other devices. Its products are used in various industries like automotive, industrial, and Internet of Things (IoT) markets. Qualcomm is currently one of the most dominant semiconductor companies in the world, with a market capitalization of around $143 billion. QCOM stock is has traded between roughly $120 and $205 over the last 12 months. It is currently trading at the lower end of that range and is performing worse compared to its semiconductor peers. https://ww...

Qualcomm Stock Warning: Why Bank of America Is Betting That QCOM Will Underperform finance.yahoo.com

Qualcomm Stock Warning: Why Bank of America Is Betting That QCOM Will Underperform Barchart

What happened According to a recent SEC filing dated Feb. 17, 2026, Kadensa Capital Ltd sold its entire position in Stride (NYSE: LRN) during the fourth quarter. The fund disposed of 157,101 shares, with an estimated transaction value of $23.40 million based on the quarter's average price. The quarter-end position value dropped by $23.40 million, capturing the combined effects of the trade and underlying price movements. What else to know Kadensa Capital sold out its Stride holding, down from 2.4% in the previous quarter. Top holdings after the filing: Nvidia : $97.38 million (10.1% of AUM) Tesla : $60.65 million (6.3% of AUM) Taiwan Semiconductor Manufacturing : $60.04 million (6.2% of AUM) Alibaba Group : $54.29 million (5.6% of AUM) GE Aerospace : $48.69 million (5.1% of AUM) As of March 12, 2026, Stride shares were trading at $84.78, down 29.1% over the past year and underperforming the S&P 500 by 50 percentage points. Company overview Metric Value Revenue (TTM) $2.52 billion Net income (TTM) $318.94 million Market capitalization $3.59 billion Price (as of market close 3/12/26) $84.78 Company snapshot Stride: Delivers proprietary and third-party online curriculum, software systems, and educational services for K-12 and adult learners, including career training programs. Operates a technology-driven education model, generating revenue through contracts with public and private schools, direct-to-consumer offerings, and workforce development services. Serves public and private schools, school districts, charter boards, individual learners, employers, and government agencies in the United States and internationally. Stride is a leading provider of technology-based education solutions, supporting individualized learning through a broad portfolio of digital curriculum and career-focused programs. The company leverages its scale and proprietary platforms to serve diverse educational needs, from K-12 students to adult learners seeking workforce skills. Stride's integrat...

Key Points Sold 157,101 shares of Stride; estimated trade size $23.40 million (based on quarterly average pricing). Quarter-end position value decreased by $23.40 million, reflecting both trading and price changes. Represents a 2.43% change in reported 13F assets under management. Post-trade stake: 0 shares, $0 value. The position previously accounted for 2.4% of fund AUM as of the prior quarter, marking a full exit from the holding. 10 stocks we like better than Stride › What happened According to a recent SEC filing dated Feb. 17, 2026, Kadensa Capital Ltd sold its entire position in Stride (NYSE: LRN) during the fourth quarter. The fund disposed of 157,101 shares, with an estimated transaction value of $23.40 million based on the quarter's average price. The quarter-end position value dropped by $23.40 million, capturing the combined effects of the trade and underlying price movements. What else to know Kadensa Capital sold out its Stride holding, down from 2.4% in the previous quarter. Top holdings after the filing: Nvidia : $97.38 million (10.1% of AUM) Tesla : $60.65 million (6.3% of AUM) Taiwan Semiconductor Manufacturing : $60.04 million (6.2% of AUM) Alibaba Group : $54.29 million (5.6% of AUM) GE Aerospace : $48.69 million (5.1% of AUM) As of March 12, 2026, Stride shares were trading at $84.78, down 29.1% over the past year and underperforming the S&P 500 by 50 percentage points. Company overview Metric Value Revenue (TTM) $2.52 billion Net income (TTM) $318.94 million Market capitalization $3.59 billion Price (as of market close 3/12/26) $84.78 Company snapshot Stride: Delivers proprietary and third-party online curriculum, software systems, and educational services for K-12 and adult learners, including career training programs. Operates a technology-driven education model, generating revenue through contracts with public and private schools, direct-to-consumer offerings, and workforce development services. Serves public and private schools, school dist...

quantic69 Dell Technologies ( DELL ) CEO Michael Dell said that government contractors can't tell the government how to use their technologies. “I don’t think a company can dictate to a sovereign government what it does with its tools,” Dell told Bloomberg TV on Thursday. “I just don’t think that's a workable model.” Dell's comments were in response to a question about the Trump administration designating Anthropic ( ANTHRO ) a "supply chain risk" after it failed to reach an agreement with the Pentagon over how its AI technology would be used. As a result of the designation, government agencies and contractors will be required to phase out use of Anthropic's products. Anthropic is suing to have the designation overturned. More on Dell Inside Dell's Exploding AI Business Dell Technologies Inc. (DELL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Dell: Impressive Growth Proposition Earnings scoreboard: 32 of 50 companies posted earnings growth in latest week Tech firms' margins under pressure from rising memory costs

People trading oil "can't see the real direction", says Lord Browne. They do not know how long the Strait of Hormuz will be effectively closed, or whether the strategic releases of oil reserves agreed by the IEA will actually take place.

US Treasury's Bessent to meet Chinese vice premier in France ahead of Trump-Xi summit Reuters

Welcome to Bloomberg’s Texas Edition — covering all the industries and people driving America’s second-largest economy, from finance and oil to tech and sports. Join us each week for an inside look at Texas through a Bloomberg lens. Sign up here if you’re not already on the list. Texas found itself in the center of the AI revolution when Abilene got a big data center project as part of the massive Stargate venture that President Donald Trump announced last year. Then the site faced questions about its future when Bloomberg reported that Oracle Corp. and OpenAI had scrapped plans to expand that flagship initiative. That bump in the road now looks short-lived, with The Information reporting that Microsoft is in advanced talks to lease capacity at the AI campus, supporting its Azure AI cloud business. That would be a second prospective new tenant, since the Bloomberg scoop also disclosed that Meta was in negotiations with developer Crusoe. AI chipmaking giant Nvidia was helping facilitate those discussions, Bloomberg’s Brody Ford, Ed Ludlow and Dina Bass reported. Abilene’s place on the data-center frontier is less surprising than it might seem, even for a spot outside of top tech destinations . The warehouse-sized centers are springing up everywhere, including smaller towns and rural areas distant from not-in-my-backyard activism of some big cities and suburbs. Texas reporter Joe Lovinger reported on what it takes to build those facilities in some middle-of-nowhere parts of the state. If you haven’t read his story about “man camps” and watched the accompanying video , it’s worth your time. He visited Dickens County — a remote spot a couple hours’ drive northwest of Abilene and more than an hour from Lubbock — where Galaxy Digital is converting a Bitcoin mining facility into a 1.6 gigawatt data center. The project requires hundreds of temporary skilled workers to live there for weeks at a time, overwhelming a county of about 1,700 people. Developments like Galaxy’s are...

Atlassian (TEAM) plans to cut about 10% of its workforce as it shifts more resources toward artificial intelligence (AI). Investopedia editor in chief Caleb Silver joins Morning Brief host Julie Hyman to discuss whether companies truly are cutting jobs because of AI, highlighting how investors are increasingly focused on productivity per employee, with companies like Nvidia (NVDA) and Apple (AAPL) leading the pack. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.

Through 2030, energy demand in the United States is expected to grow by 4% annually. But here's the thing: most of that growth will be driven by the construction of data centers to support the artificial intelligence (AI) industry. Data centers energy demand as a percentage of total energy demand in the U.S. is expected to grow from 4.3% in 2024 to 11.7% by 2030. The biggest winners of this transition may not be data center companies or AI start-ups. The real winners could be small modular reactor (SMR) businesses like Oklo (OKLO 2.29%) and NuScale Power (SMR 2.50%). These companies, which design and manufacture miniature nuclear reactors, could supply the data center and AI industries with clean burning, highly scalable power sources not reliant on any conventional power grid. Should you trust your money with Oklo or NuScale? The answer might surprise you. Oklo vs. NuScale Power: the choice is clear Before we dive in, it's important to understand where small modular reactors stand in terms of their practical viability. According to a recent report from Goldman Sachs, "the next nuclear age will look different from the last." The report goes on to say that "small modular reactors (SMRs) are shaping what the revival of traditional nuclear fission could look like...These technologies, long brushed off as too far from commercialization, are now drawing significant public and private sector support." SMR technology has been in development for more than 20 years. Only a handful of small projects are in commercial operation globally. The issues that have plagued SMR technology are similar to the challenges faced by all nuclear technologies, namely high construction costs, long lead times, and lack of reliable proof that they are more economical than large conventional nuclear plants. Expand NYSE : SMR NuScale Power Today's Change ( -2.50 %) $ -0.31 Current Price $ 12.07 Key Data Points Market Cap $3.9B Day's Range $ 11.71 - $ 12.34 52wk Range $ 11.08 - $ 57.42 Volume 7.8M ...

理想汽車上季經調整淨利 挫93% 料本季收入204億至216億人幣 減2成 香港經濟日報HKET

Explainer: Why is it so easy for Iran to shut the Strait of Hormuz? Reuters

Maksim Safaniuk/iStock Editorial via Getty Images Introduction Almost a full year has gone by since I last covered two of the largest heavy truck manufacturers in the world: Daimler Truck ( DTRUY ; DTGHF ) and Traton SE ( TRATF ; TRATY ). They are both facing a demand contraction, which is particularly strong in Europe. But the way they are weathering this situation is different. In fact, one of the two is actually taking a margin hit, while the other is working to expand margins. The Cycle Let's start with the context. The European Automobile Manufacturers' Association (ACEA) reported that truck registrations were down by 6.2% YoY at the end of 2025. Heavy- and medium-duty truck registrations dropped even more, falling by 8%. This means we just saw two back-to-back challenging years that put pressure on the company's sales and margins. North America shows the same trend. Traton disclosed that the Class 6-8 truck market in the U.S. was down by around 15% in 2025. This is a number that speaks of a freight recession, which is consistent with the manufacturing recession we are just coming out of. Surely, tariff uncertainty played a role, as I explained when I wrote about the tug-of-war that endangered Daimler Truck's margins and about Traton's efforts to stabilize its business. Positive news came from Traton's last earnings report, where we see that the company expects stabilization in 2026. But the war on Iran could change the outlook. After all, the truck manufacturing business has a tight relationship with diesel prices. Nonetheless, Traton reported that orders rose 32% because fleets are aging and the utilization rate has been high, which has created new demand for replacement. TRATF Q4 2025 Earnings Presentation Daimler Truck's order intake also rose 2%, with a very strong acceleration in Q4 alone, when orders increased by 13% YoY. We should also underline how Traton's orders in Europe moved up by 32% YoY. DTRUY Q4 2025 Earnings Presentation Daimler and Traton at ...

Global art market returns to growth, upbeat for 2026, UBS report says Reuters