3月份，标普累跌约5.1%、能源板块涨10%，道指跌约5.5%，纳指跌4.8%，半导体指数跌6.5%，银行指数跌3.1%，科技股七巨头指数跌7.9%。 一季度，标普累跌4.6%，道指累跌3.7%，纳指累跌7.2%。 周二当天，标普500指数初步收 %，电信板块涨4.3%，科技板块涨4.1%，可选消费板块涨3.2%，能源板块跌1.2%。 纳斯达克100指数初步收 %，成分股中，迈威尔科技/美满科技涨12.8%，Arm控股涨10.5%，MPWR涨9.3%，希捷科技涨8%，西部数据涨7.5%，T-Mobile跌1.8%，特许通讯跌2.3%，核电股CEG跌6.5%。

韩国正提前采取行动，但压力正在迅速积聚。政策制定者已提出一项26.2万亿韩元（合173亿美元）的补充预算，以缓冲伊朗冲突对经济的影响，原因是油价上涨和供应中断开始波及家庭和企业。官员们表示，随着外部冲击开始加剧，可能需要采取先发制人的财政支持，以防止当前复苏失去动力。 拟议的方案重点在于能源纾困和定向支持。约10.1万亿韩元用于抵消飙升的燃料成本，包括全国性的价格上限和稳定石脑油供应的措施；2.8万亿韩元用于支持低收入家庭、小企业和面临更具挑战性就业市场的年轻劳动者；另有2.6万亿韩元用于受物流和能源成本上升影响的行业，包括出口企业和石化公司，同时加强供应链并支持能源转型计划。其他资金包括用于地方政府的9.7万亿韩元和用于偿还债务的1万亿韩元。该计划的大部分资金来源于与半导体出口和股市上涨相关的、强于预期的税收收入。 宏观背景正变得愈加动荡。迪拜原油价格已从2月底的每桶68美元攀升至本月数日超过130美元，这增加了严重依赖能源进口的韩国的通胀风险。由于全球相当一部分石油运输需经过霍尔木兹海峡，长期的中断可能持续对成本和贸易流动构成压力。经济学家认为，该刺激计划可能为经济增长提供适度提振，花旗估计，类似规模的方案可能在四个季度内为经济增长贡献0.18至0.35个百分点。不过，随着该提案提交议会审批，在当前不确定的环境下，它也可能加剧通胀风险。 责任编辑：张俊 SF065

The following companies are expected to report earnings prior to market open on 04/01/2026. Visit our Earnings Calendar for a full list of expected earnings releases.ConAgra Brands, Inc. (CAG)is reporting for the quarter ending February 28, 2026. The food company's consensus ear

Dmitry Vinogradov/iStock Editorial via Getty Images Stocks plummeted in March as the war in Iran sent oil prices ( CO1:COM ) soaring, but geopolitical rays of hope emerged to close the quarter. The S&P 500 ETF (SP500, SPY) fell more than 5%, nearly its worst month since September 2022. Despite a powerful 'Turnaround Tuesday' to finish the first quarter, it was red across the board, away from Energy. The Nasdaq 100 ETF ( QQQ ) shed 5%, very close to the declines in mid-caps ( MDY ) and the Russell 2000 ETF ( IWM ). Foreign stocks were hit even harder. The Vanguard FTSE All-World ex-US ETF ( VEU ) slid 9%, with emerging markets feeling the brunt of higher Brent and WTI crude oil prices. In the bond market, the yield on the benchmark 10-year Treasury rate climbed 34 basis points to 4.30%. The positive stock-bond correlation was negative news for the iShares Core US Aggregate Bond ETF ( AGG ), which suffered a 2% March decline (dividends included). Global oil obviously took off, resulting in a 53% monthly increase in the United States Oil Fund ( USO )--its best month on record (even with a loss on the 31 st ). Oil’s gain contrasted with a massive 12% decline in gold ( GLD ). The yellow metal had a hot start to the year but is now down nearly 20% from its January all-time high. Finally, bitcoin ( IBIT ) perhaps surprisingly rallied 3% in March, all while the US Dollar ETF ( UUP ) added 3%. Oil's March Jolt Stunned Stocks StockCharts.com Digging into the sector view, Energy ( XLE ) was the big winner—no surprises there. Up more than 10% for March, oil & gas equities lagged physical oil in a major way. Still, XLE’s rise looked very strong compared to the 10 other S&P 500 sector ETFs. Worst among them was Industrials ( XLI ), which lost 9%. Steam was let out of the AI trade to an extent, while profit-taking in the Aerospace & Defense industry stymied XLI. Interestingly, defensive sectors failed to provide safety. Utilities ( XLU ) was "least bad," down 4%. But Real Estate (...

Treasury Secretary Scott Bessent ’s benchmark financial asset — 10-year US Treasuries — are poised to mark their biggest monthly tumble since Donald Trump returned to the White House, casting a shadow over the economic outlook as the administration struggles to contain an energy crisis. While Bessent has assured that the global oil deficit caused by the Iran war is being addressed , and predicted crude prices will retreat within months, investors are flagging enduring concern. In spite of Tuesday’s rally in government debt, 10-year yields are up 35 basis points on the month , reflecting inflation risks from higher energy costs and diminished likelihood of Federal Reserve interest-rate cuts in the coming year. “The risks to the growth outlook are more severe,” said Brij Khurana , a portfolio manager at Wellington Management. “Three months ago, we were talking about AI continuing to be this massive disinflationary growth impact to the economy and now we’re talking about a supply-side shock that the Fed can really do very little about.” Federal Reserve Chair Jerome Powell on Monday reiterated his view that “our policy is in a good place for us to wait and see” how the energy shock unfolds. But traders haven’t waited to price out interest-rate cuts that the Trump administration has long called for . Futures show no rate reductions fully priced in for any central bank policy meeting through July next year. By contrast, at the end of last month, some 75 basis points of easing was anticipated. Even Fed Governor Stephen Miran , Trump’s former chief economist, has tempered his call for rate cuts — though he cited higher-than-expected inflation readings rather than the Iran war. That speaks to a broader backdrop of worry for the administration, amid tariff hikes that continue to push price increases well past the Fed’s 2% inflation target. The latest dynamic for economists and investors to incorporate is the shuttering of the Hormuz Strait, through which 20% of global oil pre...

Eli Lilly and Novo Nordisk aren't the only drugmakers in the weight-loss market, though they are the leaders and attract most of the attention from investors and analysts interested in this growing field. Another, smaller company, Rhythm Pharmaceuticals (NASDAQ: RYTM) , markets an anti-obesity medicine that recently earned a label expansion from U.S. regulators. What do recent developments mean for this biotech's prospects? Image source: Getty Images. Rhythm Pharmaceuticals develops medicines to treat obesity caused by rare conditions. The company's Imcivree has been approved for chronic weight management in patients with certain protein deficiencies that lead to weight gain since 2020. Imcivree is Rhythm Pharmaceuticals' only product on the market right now, and its sales are growing at a good clip. In 2025, the biotech's total revenue came in at $189.8 million, up almost 46% compared to the previous fiscal year. Continue reading

Trump responded to the ruling by complaining that the National Trust for Historic Preservation doesn't appreciate his efforts at "sprucing up" Washington's buildings. (Image credit: Heather Diehl)

格隆汇4月1日｜以色列军方就黎巴嫩维和人员遇袭事件表示，以色列部队并未放置爆炸装置，该区域当时也没有以色列士兵存在。

The Republican-appointed judge ruled that Trump was the "steward" of the White House, but not the "owner".

格隆汇4月1日｜美国国务院：一名与亲伊朗民兵组织“真主党旅”有关联的人士或许参与了绑架事件，现已被伊拉克当局拘捕。

Why Palantir's New Program of Record With the Pentagon Could Be a Game Changer theglobeandmail.com

narvo vexar Uniti Group ( UNIT ) soared 14% amid a report that T-Mobile US ( TMUS ) and TPG ( TPG ) are among parties looking at potentially buying assets of Uniti. T-Mobile ( TMUS ) is interested in Uniti's Kinetic fiber-to-the-home business, while TPG ( TPG ) wants the enterprise fiber side, according to a TMT Finance report on Tuesday, which cited unidentified sources. One source told the publication that T-Mobile ( TMUS ) and TPG could be partnering for an offer for the entire company, according to the report. Uniti ( UNIT ) hasn't started a formal sales process, though it's seeing interest from several parties, the report said. More on Uniti Group Uniti Group's Surge Was Well Deserved Uniti Group Inc. (UNIT) Q4 2025 Earnings Call Transcript Uniti Group Inc. 2025 Q4 - Results - Earnings Call Presentation Uniti Group targets up to $655M in Kinetic consumer fiber revenue for 2026 while accelerating infrastructure builds Uniti Group issues solid 2026 guidance after Q4 revenue, adjusted EBITDA beat

Taking 60 seconds to listen to a simple tone could make your next trip more enjoyable. | Image: Samsung Samsung released a new free app today called Hearapy, now available for Android devices through the Google Play store , that it claims can reduce the symptoms of motion sickness using just sound. The app's functionality is very straightforward. It plays a low 100Hz sine wave tone through a pair of connected headphones for 60 seconds. This is supposed to stimulate the vestibular system - the parts of the inner ear that are responsible for orientation and maintaining balance. The app allows the duration of the tone to be adjusted between 40 to 120 seconds, but a full minute of listening is supposed to provide relief from motion sickeness symp … Read the full story at The Verge.

监管机构开始聚焦企业软件领域最根深蒂固的生态系统之一——而这一时机可能至关重要。 微软 将自5月起面临英国的反垄断调查，竞争与市场管理局正着手评估与Word、Excel及Copilot等产品相关的许可做法是否需要加强监管。此次调查将决定微软是否应被赋予所谓的“战略市场地位”，此举可能使监管机构能够采取补救措施并处以罚款。该决定是基于对微软在生产力软件、操作系统和数据库管理领域市场地位的广泛担忧，尤其是在人工智能功能日益嵌入核心企业工作流程的背景下。 CMA将此关键时刻视为一个转折点，指出先进的AI助手和新兴的智能体技术正被整合进人们熟悉的工作场所工具中。在进行软件调查的同时，该监管机构表示将继续与微软和 亚马逊 AMZN +4.06% 95 合作，解决云服务领域的竞争问题，云服务是支撑AI开发和部署的相邻市场。两家公司均表示正在采取CMA所称的“实质性措施”，微软强调了在切换和互操作性方面的改进，亚马逊则指出了旨在提升客户在可移植性方面选择的调整。微软还强调，竞争仍然活跃，并提到亚马逊、 谷歌 、 甲骨文 以及新进入云市场的公司持续投资，其中谷歌在2025年第四季度增速更快。 这一背景有助于解释监管机构的关注重点。CMA此前发现，微软和亚马逊网络服务各自在英国客户的云服务支出中占比高达40%，该市场在2024年达到105亿英镑，自2020年以来年均增长近30%。这一规模，加上云在支持人工智能工作负载中的作用，可能会提高与定价、捆绑销售或互操作性相关的任何监管行动的利害关系。对投资者而言，即将到来的调查可能预示着对主导平台如何将软件与AI打包整合的审查将更加严格——这一领域可能将长期塑造企业技术的竞争格局。 责任编辑：张俊 SF065

财联社4月1日讯（编辑 牛占林） 甲骨文公司周二已通知员工进行新一轮裁员，规模达数千人，同时将持续投入巨资建设用于人工智能(AI)开发的数据中心。 据悉，生成式人工智能的崛起正在加剧市场对甲骨文核心业务竞争力的担忧；另一方面，公司为推动AI投资而不断增加债务规模，导致现金流趋紧，也引发投资者压力。 截至2025年5月，甲骨文员工总数约为16.2万人。虽然甲骨文对此消息拒绝置评，但多家媒体已经通过公司内部员工确认了这一消息。在社交媒体上，多名自称位于美国和印度的甲骨文员工表示其岗位已被取消。 一名员工收到的邮件写道：“在认真评估甲骨文当前的业务需求后，我们决定取消您的岗位。”目前裁员的具体规模尚不明确，但部分员工称内部数据指标显示，目前裁员人数已达数千人。 由于投资者对其数据中心融资计划的可行性表示担忧，今年以来，甲骨文股价已累计下跌26%，跌幅超过所有科技巨头同行。 甲骨文仍在销售其核心数据库产品，用于存储和管理企业信息。近年来，与亚马逊等云服务商一样，甲骨文不断加大资本支出，以建设能够支持AI负载的数据中心基础设施。但相比之下，甲骨文在云计算领域规模仍然较小。 为支持扩张，公司一直依赖债务市场融资。今年1月，甲骨文宣布计划筹集500亿美元的债务与股权资金。不过，在上月的财报会议上，高管表示，2026年暂无进一步举债计划。 去年9月，甲骨文披露，其“剩余履约义务”(衡量已签约但未确认收入的指标)大幅增长359%，达到4550亿美元，这一增长主要源于与OpenAI达成的一项价值超过3000亿美元的协议。数周后，甲骨文任命Mike Sicilia和Clay Magouyrk接替Safra Catz担任联席CEO。 投行TD Cowen分析师在1月的一份报告中指出，若裁员规模达到2万至3万人，甲骨文每年可额外释放80亿至100亿美元的自由现金流。 尽管面临压力，公司高管仍强调，AI投资将在长期带来回报。 Magouyrk在本月早些时候的财报电话会议上表示：“无论是GPU还是CPU，AI基础设施需求仍持续超过供给，这一点已直接反映在我们5530亿美元的剩余履约义务规模上。” 此外，甲骨文近期在一份监管文件中披露，其本财年的重组成本将较此前预期增加5亿美元，暗示裁员计划正在加速推进。

Funtap/iStock via Getty Images Fast Facts Capital Group US Multi-Sector Income ETF ( CGMS ) is an actively managed fund in the Multisector Bond category launched on 10/25/2022. CGMS holds about 1500 securities from 694 issuers, with a 30-day SEC yield of 5.72%, a trailing 12-month yield of 6.13%, an average yield-to-worst of 6.7%, and an expense ratio of 0.39%. Distributions are paid monthly. It is a large and liquid ETF, with $4.5 billion of AUM (assets under management) and an average daily dollar volume of $28 million. The sponsor, Capital Group, is one of the oldest and largest investment management companies. It was founded in 1931, has over $3.2 trillion in AUM, and is headquartered in Los Angeles. Strategy As described in the prospectus by Capital Group , Normally, the fund will invest its assets across three primary sectors: high-yield corporate debt, investment grade corporate debt and securitized debt. (…) The fund may opportunistically invest in other sectors including, but not limited to, U.S. government debt, municipal debt and non-corporate credit. The fund may invest up to 20% of assets in securities of international issuers and may use derivatives (futures contracts and swaps). Investing decisions are made by a team of portfolio managers based on their professional judgment. The turnover rate was 52% in the most recent fiscal year and 41% in the previous year. Portfolio The fund has about 88% of its asset value in securities of U.S. issuers, with a focus on high-yield corporate bonds (37.2%) and investment-grade corporate bonds (35.7%). Sector breakdown % of assets (Chart: author; data: Capital Group) The fund has a middling credit risk, with 51% of assets in securities with an investment-grade rating. Credit quality profile % of assets (Chart: author; data: Capital Group) The portfolio has an effective duration of 4.4 years, pointing to moderate interest rate risk. A 1% variation in interest rates is expected to cause a roughly 4.4% move in the ETF'...

格隆汇4月1日｜美国国务院：获悉有报道称一名美国记者在伊拉克巴格达遭绑架。

After raising $30 billion for cloud expansion for the ongoing AI boom, Oracle turned around and axed nearly 18% of its global workforce.

Sundry Photography/iStock Editorial via Getty Images Lockheed Martin ( LMT ) on Tuesday said it has launched a new facility designed to accelerate the development and early production of advanced defense systems for U.S. government customers, as the Pentagon pushes for faster procurement timelines. Artist rendering of a Lockheed Martin rapid fielding center (Lockheed Martin) The company’s Rapid Fielding Center is intended to bring design, testing and prototype manufacturing into a single, integrated environment. By situating engineering teams close to production equipment and factory workers, the facility allows for faster iteration and real-time feedback during development, according to the company. Executives said the approach is meant to shorten the timeline from concept to early production, with systems that traditionally took years to develop now potentially moving through the process in a matter of months. The company also indicated that the modular layout of the facility can be adjusted to accommodate different programs, helping refine manufacturing processes before systems transition to full-scale production. The investment comes as a new generation of defense technology companies, including Anduril Industries , is challenging traditional approaches to weapons development. Unlike established contractors that often build systems in response to detailed government specifications, newer entrants have adopted a more commercial, product-driven model that funds development internally and delivers ready-made systems to customers. These companies also emphasize software-centric design and rapid iteration, integrating artificial intelligence and autonomous capabilities into hardware platforms and updating systems continuously after deployment. In manufacturing, firms such as Anduril are experimenting with scalable production techniques inspired by commercial industries, including the use of off-the-shelf components and “software-defined” factories intended to acceler...

Source: Bloomberg, 0:00

Why Palantir's New Program of Record With the Pentagon Could Be a Game Changer The Globe and Mail

爱彼迎 正进一步拓展其核心住宿模式之外的服务，在亚洲、欧洲和拉丁美洲的125个城市推出私人机场接机服务，覆盖巴黎、巴厘岛和墨西哥城等地。该公司正持续构建一个更为整合的旅游生态系统。该服务通过与总部位于英国的Welcome Pickups合作推出，在用户预订住宿后直接显示在爱彼迎应用内，让用户能够安排前往住所的车辆，在某些情况下还可请求到达时的迎宾服务。此次扩张可能表明爱彼迎正持续努力，在保持其轻资产市场平台结构的同时，复制传统酒店所具备的全流程便利体验。 此项服务的推出属于爱彼迎更广泛的“服务”计划的一部分，该计划已允许旅客预订私人厨师、按摩、健身课程和美容护理等附加服务。首席执行官布莱恩·切斯基曾表示，从长远来看，“服务”板块与“体验”板块每年可能带来10亿美元或更多的收入，不过他提醒称，这些较新的业务可能需要数年时间才能成为公司重要的业务驱动力。机场接送功能也正式规范化了此前零散的局面，之前部分房东会通过平台外的推荐链接或折扣独立提供Welcome Pickups服务。 在新架构下，旅客可以直接在爱彼迎应用内安排和修改行程，无需支付额外的爱彼迎费用，而Welcome Pickups负责定价和客户支持。费用根据车辆类型、行李需求等因素固定，用户可提前收到司机联系方式以协调安排。爱彼迎表示，早些时候的一项试点项目在欧洲和亚洲已产生数千次预订，这可能预示着随着公司持续拓展周边服务，早期已有一定需求。该公司还在美国部分市场与Instacart合作测试独立的杂货配送服务。 责任编辑：张俊 SF065

The Pentagon just designated Palantir's Maven Smart System as a program of record.

Key PointsPalantir's Maven Smart System uses machine learning to analyze data streams from satellites, drones, and radar.

shapecharge/E+ via Getty Images Markets have been rattled by escalating Middle East tensions. Jeff Evans, VP, Director and Lead for Empirical Research and PM Support with TD Asset Management, breaks down how investors are shifting to defensive and quality stocks in a search for stability. Transcript Greg Bonnell: Markets have been volatile as the Middle East conflict continues, but under the surface, there are some shifts taking place. Joining us now to discuss is Jeff Evans from TD Asset Management. Jeff, great to have you back. Everyone is trying to navigate this market and figure out what's going on. Let's talk about the implications of the conflict. Jeff Evans: First of all, great to be back. Always a pleasure to be here. Thanks for having me on. And yeah, it's been not just one year, but multiple years now of volatility in the markets. This, of course, just being the latest incident to come in. We've had this now for the past year with a lot of tariff turmoil and other geopolitical news. Take it back the last five years, we've had inflation, interest rates, COVID. Seems to be just one shock after another hitting the markets. I think when you get into these periods of volatility and uncertainty, the important thing is to take a step back and look at things at a bigger picture level. And for me, that is, what drives markets over the longer term? Ultimately, it's earnings. If earnings go up, it may not happen right away, but eventually, the market tends to recognize that. You do tend to see stock prices follow earnings over the long term. It's a very important anchor. And so really the key here is, let's just take a step back and see what's happening with earnings growth and where earnings growth still is in the market. Of course, over the past 10 to 15 years, it's really been about the US and the US tech stocks. That's been the dominant source of earnings growth. What you started to see last year was interesting. It was the first year in really 15 years where ear...