伊朗局勢｜以色列：已擊殺拉里賈尼 繼續追擊伊朗領導層 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】以色列防長卡茨宣稱已擊殺伊朗最高國家安全委員會秘書拉里賈尼。 拉里賈尼最後一次公開露面是上周五在德黑蘭，參與「聖...
伊朗局勢｜以色列：已擊殺拉里賈尼 繼續追擊伊朗領導層 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】以色列防長卡茨宣稱已擊殺伊朗最高國家安全委員會秘書拉里賈尼。 拉里賈尼最後一次公開露面是上周五在德黑蘭，參與「聖城日」集會。他的死訊傳出後，他的社交平台X賬戶上傳一份聲稱是拉里賈尼寫給陣亡伊朗海軍的手寫悼詞，但伊朗官方尚未證實他的生死。拉里賈尼是已故最高領袖哈梅內伊的顧問，在哈梅內伊死後主持大局，一度被視為德黑蘭政權的幕後掌權人。 卡茨同時宣稱以軍已擊殺巴斯基民兵指揮官索萊馬尼，及其副手等多名高官。卡茨指他與總理內塔尼亞胡已下令以軍繼續追擊伊朗領導層。
Key Points Palantir is delivering blistering top-line expansion in its commercial segment, but the stock's premium price tag requires flawless execution. Alphabet's cloud division is accelerating rapidly and is supported by a staggering multi-year revenue backlog. While both businesses are thriving, one of the two stocks easily beats the other when comparing them as potential investments. 10 stock...
Key Points Palantir is delivering blistering top-line expansion in its commercial segment, but the stock's premium price tag requires flawless execution. Alphabet's cloud division is accelerating rapidly and is supported by a staggering multi-year revenue backlog. While both businesses are thriving, one of the two stocks easily beats the other when comparing them as potential investments. 10 stocks we like better than Alphabet › Both Palantir Technologies (NASDAQ: PLTR) and Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) are great technology companies with impressive business momentum. But they have some key differences, especially when it comes to growth rates and valuation. On one side, you have Palantir -- an artificial intelligence (AI) data and analytics software provider that is putting up staggering revenue growth rates, but its stock is trading at a valuation that is simply difficult for many investors to wrap their heads around. Then you have Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) -- a foundational tech giant growing at a more measured (but still impressive) pace, backed by a highly diversified business and a deeply entrenched operating history. And Alphabet stock's valuation? Far more conservative. 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 » Both companies are proving that there are real AI tailwinds helping drive their growth. But just one of the two stocks looks like a buy today -- and the comparison arguably isn't even close. So, when looking out over the next five years, which stock is the better buy today? The Alphabet logo next to the Palantir logo. Image source: The Motley Fool. The price of perfection There is no denying that Palantir is executing flawlessly right now. The data analytics company recently reported fourth-quarter 2025 revenue of roughly $1.41 billion -- a blistering 70...
The largest oil market shock on record triggered by the war in the Middle East is set to have a greater impact on products such as jet fuel and diesel than on crude, according to Goldman Sachs Group Inc. “Prices have rallied much more for many refined products than for crude,” analysts Yulia Zhestkova Grigsby and Daan Struyven said in a note. The severe disruptions seen in supplies of so-called me...
The largest oil market shock on record triggered by the war in the Middle East is set to have a greater impact on products such as jet fuel and diesel than on crude, according to Goldman Sachs Group Inc. “Prices have rallied much more for many refined products than for crude,” analysts Yulia Zhestkova Grigsby and Daan Struyven said in a note. The severe disruptions seen in supplies of so-called medium-heavy crude pose the risk of lower production of diesel, jet fuel and fuel oil, they said. Global energy markets have been pitched into turmoil by the US-Israeli war against Iran, which erupted late last month. The conflict has triggered the near-complete halt of oil and product exports through the Strait of Hormuz , and seen attacks on energy infrastructure across the region. That’s forced crude producers to slash oil production and halt some refinery operations. While crude prices have surged by more than 40% since the first attacks — with Brent topping $100 a barrel — some products have rallied far more. In parts of Asia, fuel costs have as much as doubled in recent days, with South Korea following China and Thailand in capping exports to protect local markets. “No products or regions are fully immune,” the Goldman analysts said. The war was hurting the ability of Persian Gulf producers to export refined products, spurring refinery outages, and slashing flows of the types of crude that are best suited to making fuels such diesel, they said. “Nearly 60% of typical crude exports from the Persian Gulf are medium and heavy crude (typically used to produce jet fuel, diesel, and fuel oil), with much more limited alternative producers outside the Middle East,” they said. Gas, Diesel, Jet Fuel Prices Climb as Iran War Chokes Supplies Rising Diesel Prices Are Wreaking Havoc in Soybean Giant Brazil Iran War Creates an Energy Crunch for Export Giant Australia The Biggest Oil Risk Is at the Bottom of the Barrel: Javier Blas
03.27 GMT Trump seeks to delay China trip because of Iran war Donald Trump has said his trip to China this month to meet with the country’s leader, Xi Jinping, could be delayed by “a month or so”. But a key Trump administration official insisted the move was not to press Beijing to help unblock the strait of Hormuz. Trump said: double quotation mark We’re speaking to China. I would love to, but be...
03.27 GMT Trump seeks to delay China trip because of Iran war Donald Trump has said his trip to China this month to meet with the country’s leader, Xi Jinping, could be delayed by “a month or so”. But a key Trump administration official insisted the move was not to press Beijing to help unblock the strait of Hormuz. Trump said: double quotation mark We’re speaking to China. I would love to, but because of the war, I want to be here. We have requested that we delay it a month or so, and I’m looking forward to meeting with him. We’ve got a war going on. I think it’s important that I be here. So it could be that we delay it a little bit, not much. Trump’s treasury secretary, Scott Bessent, earlier cast doubt on the trip but insisted this was not to pressure Beijing to help unblock the strait of Hormuz, telling CNBC: double quotation mark We will see whether the visit takes place as scheduled. But what I do want to parse, and there’s a false narrative out there that if the meetings are delayed, it wouldn’t be delayed because the president’s demanded that China police the straits of Hormuz.
"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. (Source: Bloomberg)
"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global markets. (Source: Bloomberg)
sinceLF/iStock via Getty Images Note: I have covered Microvast Holdings, Inc., or "Microvast" ( MVST ) ( MVSTW ), previously, so investors should view this as an update to my earlier articles on the company. Six months ago, I downgraded shares of lithium-ion battery manufacturer Microvast from " Hold " to " Sell " due to declining backlog levels and elevated valuation. This turned out to be a good...
sinceLF/iStock via Getty Images Note: I have covered Microvast Holdings, Inc., or "Microvast" ( MVST ) ( MVSTW ), previously, so investors should view this as an update to my earlier articles on the company. Six months ago, I downgraded shares of lithium-ion battery manufacturer Microvast from " Hold " to " Sell " due to declining backlog levels and elevated valuation. This turned out to be a good call, as the stock has lost approximately 40% of its value in recent months: Barchart After the close of Monday's regular session, the company reported disappointing Q4/2025 results, with sales coming in well below expectations and profitability impacted by sizeable impairment charges: Company Press Releases / Regulatory Filings In the press release, management pointed to regulatory changes in Korea and persistent customer platform ramp-up delays as key reasons behind the substantial revenue miss. Adding insult to injury, Microvast was required to recognize a $32.5 million impairment charge related to specialized energy storage system ("ESS") components, as also outlined in more detail in the company's annual report on Form 10-K: In addition, during the year ended December 31, 2025, the Company recognized a write-down of $32,507 on ESS inventory that was specifically manufactured and distinct from the standard battery inventory. This ESS inventory was specifically manufactured for a customer and did not generate any associated revenue during 2025. But the bad news does not stop here, as backlog declined to a new multi-year low of $196.1 million. Given this issue, management's stated expectation for continued revenue growth in 2026 appears elusive. Without Microvast securing significant book-and-ship orders, I would expect 2026 revenues to decline by at least 30%. However, not everything was bad. The company generated $15.8 million in free cash flow and ended the year with $105.0 million in cash and cash equivalents, $64.3 million in restricted cash as well as $252.8 millio...