imaginima/E+ via Getty Images Oil prices ( CO1:COM ), ( CL1:COM ) exceeding $125 per barrel would represent a fundamental shift in the global economic outlook, forcing markets to dramatically constrain demand to match reduced supply, according to Morgan Stanley’s global chief economist Seth Carpenter. In an interview with CNBC, Carpenter warned that while current prices around $100 are manageable, sustained levels of $125 to $135 would change the entire economic calculus. “If we’re past $125-$130, $135, I think the script really is starting to shift,” he said. Carpenter outlined three potential scenarios for oil markets amid ongoing disruption in the Strait of Hormuz: a quick return to $65-70 per barrel, a prolonged period at $100, or a spike to $125-140. He emphasized that economists have limited ability to forecast prices during geopolitical crises and urged thinking in terms of scenarios rather than single predictions, citing Ben Bernanke’s advice to the Bank of England. For the U.S. specifically, oil ( CO1:COM ) remaining around $100 per barrel would be challenging but survivable. “The U.S. has become less oil dependent over the past several decades. The U.S. is a net energy exporter,” Carpenter noted, adding that $100 oil is “not great, but it’s probably not a disaster” for the country. However, he cautioned that higher gasoline prices would particularly hurt lower-income consumers and push up headline inflation. Beyond oil prices, Carpenter warned that the crisis could evolve into a broader supply chain disruption affecting essential commodities like helium and fertilizer that transit through the Strait of Hormuz. Drawing on lessons from the COVID pandemic, he noted that supply chain problems create “nonlinearities that pop up where you least expect them.” Fertilizer shortages could cascade through agricultural systems differently depending on crop types and planting cycles worldwide. The most critical distinction Carpenter emphasized is between goods becoming...

By Kanishka Singh Reuters March 17, 2026, 10:15 a.m. ET The U.S. government on Monday said electric vehicle maker Tesla and South Korea's LG Energy Solution had signed a supply agreement to build a $4.3 billion lithium iron phosphate (LFP) prismatic battery cell manufacturing facility in Lansing, with an expected production launch in 2027. "American-made cells will power Tesla's Megapack 3 energy storage systems produced in Houston, creating a robust domestic battery supply chain," the U.S. Department of the Interior said in a statement on Monday. The agreement was part of a broader statement on deals highlighted by President Donald Trump's administration from the Indo-Pacific Energy Security Summit. A source told Reuters in July that LG Energy Solution had signed a $4.3 billion deal to supply Tesla with energy storage system batteries as the U.S. company looked to reduce its reliance on Chinese imports due to tariffs. At the time, the South Korean company said it had signed a $4.3 billion contract to supply LFP batteries over three years globally, without identifying the customer or saying if they would be used in vehicles or energy-storage systems. LG Energy Solution is one of the few producers of LFP batteries in the U.S. The LFP battery chemistry has long been dominated by Chinese rivals that have little presence in the U.S. market.

New AMD Zen 6 CPU Details Leak In a Benchmark Test TipRanks

A battery-electric Tesla Semi model and several other commercial vehicles on display. (Seth Clevenger/Transport Topics) Key Takeaways: Fleet leaders at TMC’s 2026 meeting in Nashville tested new technologies including the Tesla Semi, Cummins’ 2027 X15 engine and various efficiency and safety systems. The equipment highlights included Tesla’s lower-roof Semi, Cummins’ cleaner-burning X15 built for 2027 NOx rules and aerodynamic and visibility tools aimed at cutting fuel use amid rising diesel prices. Cummins plans limited X15 production in the fall as updated emissions standards take effect Jan. 1. [Stay on top of transportation news: Get TTNews in your inbox.] NASHVILLE, Tenn. — Whether climbing into the cab of a Tesla Semi or getting a feel for Cummins’ 2027 X15 diesel engine, fleet maintenance leaders have been gaining hands-on experience with some of the latest advances in trucking equipment here at the Technology & Maintenance Council’s 2026 Annual Meeting and Transportation Technology Exhibition. The commercial trucks lined up alongside the Music City Center — for display purposes and ride-along opportunities for TMC attendees — are also providing passersby with a glimpse of the commercial vehicle technologies being discussed in the convention hall. For a second straight year, Tesla Inc. brought one of its battery-electric Semis to TMC, this time showcasing a model with a lower roof fairing. Tesla, which first introduced the Semi in late 2017, began larger-scale production of the vehicle in March at its new manufacturing plant near Reno, Nev., designed to support an annual capacity of up to 50,000 units. Image The view from the cab of a Tesla Semi. (Seth Clevenger/Transport Topics) The long-range version of the zero-emission Class 8 tractor offers a range of up to 500 miles on a single charge, while a standard version provides about 325 miles of range. Meanwhile, Cummins Inc. provided TMC attendees with an early look at its 2027 X15 diesel engine. The company o...

Broadcom (AVGO 0.64%) has been a phenomenal artificial intelligence (AI) stock over the past three years, rising 449% thanks to rising demand for the company's processors as large tech companies fight for AI dominance. And more gains could be on the way. Analysts' average price target for Broadcom stock over the next 12 to 18 months is about $463. That would represent a gain of about 38% at the stock's current price, which seems possible given current AI spending and Broadcom's position in the hardware space. Broadcom is a leader in AI processor hardware Broadcom designs and manufactures application-specific integrated circuits (ASICs) that have quickly become an important part of AI data centers. The company's customers include leading tech companies like Meta and Alphabet. Counterpoint Research estimates that despite rising competition, Broadcom will remain the leader in AI-focused ASICs, with 60% market share by 2027. The most recent proof of Broadcom's benefit from this lead can be seen in the company's recently reported first-quarter results. Revenue increased by 29% to $19.3 billion, and non-GAAP earnings per share rose by 28% to $2.05. Notably, Broadcom's AI revenue jumped 106% from the year-ago quarter to $8.4 billion. And more growth is on the way, with CEO Hock Tan saying AI revenue growth is "accelerating," and the company expects AI semiconductor sales to be $10.7 billion in the second quarter. With these strong results and the company's lead in the ASICs processor market, Broadcom is in a perfect position to continue growing. Expand NASDAQ : AVGO Broadcom Today's Change ( -0.64 %) $ -2.09 Current Price $ 322.83 Key Data Points Market Cap $1.5T Day's Range $ 321.53 - $ 327.38 52wk Range $ 138.10 - $ 414.61 Volume 398K Avg Vol 29M Gross Margin 64.96 % Dividend Yield 0.74 % Soaring AI spending could help accelerate Broadcom stock Broadcom's leading position in AI processors is bolstered by the fact that large technology companies are accelerating their inv...

Trump-Appointed Counterterrorism Director Joe Kent Resigns In Protest Over U.S. War With Iran In a massive break from President Trump and MAGA, Joe Kent, Director of the National Counterterrorism Center (NCTC), announced his immediate resignation on Tuesday, citing irreconcilable opposition to the ongoing U.S. military operations against Iran. Kent declared he could not “in good conscience support the ongoing war in Iran,” stating unequivocally that Iran posed “no imminent threat to our nation” and that the conflict was initiated “due to pressure from Israel and its powerful American lobby.” The move comes weeks into active strikes targeting Iranian nuclear sites, leadership, and infrastructure, with Iranian retaliation underway and global oil markets feeling the strain. After much reflection, I have decided to resign from my position as Director of the National Counterterrorism Center, effective today. I cannot in good conscience support the ongoing war in Iran. Iran posed no imminent threat to our nation, and it is clear that we started this… pic.twitter.com/prtu86DpEr — Joe Kent (@joekent16jan19) March 17, 2026 Kent, a retired Green Beret with 11 combat deployments, former CIA paramilitary officer, and Gold Star husband who lost his wife Shannon in a 2019 ISIS-claimed suicide bombing in Syria, framed his exit as a defense of the "America First" principles Trump championed during his 2016, 2020, and 2024 campaigns . He praised Trump's first term for decisively striking Qasem Soleimani and defeating ISIS without escalating into endless wars, noting that until June 2025, Trump recognized Middle East conflicts as a "trap" draining American lives and wealth. However, Kent alleges that " early in this administration, high-ranking Israeli officials and influential members of the American media deployed a misinformation campaign " that undermined Trump's platform, deceived him into believing Iran posed an imminent threat with a "clear path to a swift victory," and echoed...

Looking at the universe of stocks we cover at Dividend Channel , on 3/19/26, Vinci Compass Investments Ltd. - Class AH (Symbol: VINP) will trade ex-dividend, for its quarterly dividend of $0.17, payable on 4/2/26. As a percentage of VINP's recent stock price of $10.79, this dividend works out to approximately 1.58%, so look for shares of Vinci Compass Investments Ltd. - Class AH to trade 1.58% lower — all else being equal — when VINP shares open for trading on 3/19/26. In general, dividends are not always predictable; but looking at the history above can help in judging whether the most recent dividend from VINP is likely to continue, and whether the current estimated yield of 6.30% on annualized basis is a reasonable expectation of annual yield going forward. The chart below shows the one year performance of VINP shares, versus its 200 day moving average: Looking at the chart above, VINP's low point in its 52 week range is $8.66 per share, with $13.61 as the 52 week high point — that compares with a last trade of $10.42. In Tuesday trading, Vinci Compass Investments Ltd. - Class AH shares are currently up about 3.6% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Looking at the universe of stocks we cover at Dividend Channel , on 3/18/26, Golden Entertainment Inc (Symbol: GDEN) will trade ex-dividend, for its quarterly dividend of $0.25, payable on 4/1/26. As a percentage of GDEN's recent stock price of $27.82, this dividend works out to approximately 0.90%, so look for shares of Golden Entertainment Inc to trade 0.90% lower — all else being equal — when GDEN shares open for trading on 3/18/26. In general, dividends are not always predictable; but looking at the history above can help in judging whether the most recent dividend from GDEN is likely to continue, and whether the current estimated yield of 3.60% on annualized basis is a reasonable expectation of annual yield going forward. The chart below shows the one year performance of GDEN shares, versus its 200 day moving average: Looking at the chart above, GDEN's low point in its 52 week range is $19.57 per share, with $32.74 as the 52 week high point — that compares with a last trade of $27.92. In Tuesday trading, Golden Entertainment Inc shares are currently up about 0.6% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Looking at the universe of stocks we cover at Dividend Channel , on 3/19/26, UWM Holdings Corp (Symbol: UWMC) will trade ex-dividend, for its quarterly dividend of $0.10, payable on 4/9/26. As a percentage of UWMC's recent stock price of $3.69, this dividend works out to approximately 2.71%, so look for shares of UWM Holdings Corp to trade 2.71% lower — all else being equal — when UWMC shares open for trading on 3/19/26. In general, dividends are not always predictable; but looking at the history above can help in judging whether the most recent dividend from UWMC is likely to continue, and whether the current estimated yield of 10.83% on annualized basis is a reasonable expectation of annual yield going forward. The chart below shows the one year performance of UWMC shares, versus its 200 day moving average: Looking at the chart above, UWMC's low point in its 52 week range is $3.62 per share, with $7.14 as the 52 week high point — that compares with a last trade of $3.73. According to the ETF Finder at ETF Channel, UWMC makes up 1.16% of the Invesco KBW High Dividend Yield Financial ETF (Symbol: KBWD) which is trading up by about 1.4% on the day Tuesday. (see other ETFs holding UWMC). In Tuesday trading, UWM Holdings Corp shares are currently up about 1.8% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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随着全球能源市场收紧，美国柴油价格正推入压力区域。根据美国汽车协会的数据，周一全国平均零售柴油价格上涨至每加仑5.044美元，这是自2022年12月以来首次突破5美元。此轮上涨伴随持续中的伊朗战争而加速，该战争继续扰乱通过霍尔木兹海峡的供应流——这条关键路线通常处理约全球五分之一的石油运输，现已基本关闭。 更广泛的燃料产品组合也在同向变动。航空燃油已攀升至每桶200美元以上，而燃料油正接近140美元，这对一种通常交易价格低于原油但对全球航运至关重要的产品来说是一个不寻常的变化。柴油因其在货运、农业和建筑中的核心作用而格外突出，这意味着零售层面的价格上涨可能波及更广泛的经济成本。其涨幅已超过许多其他石油产品，反映了作为关键供应商的海湾炼油厂现在面临的 disruption。 随着供应担忧加深，亚洲各国政府开始做出反应。韩国产业部长表示，该国将对成品油出口实行上限，而中国炼油厂已开始取消先前商定的汽油和柴油运输。这些举措表明，将燃料供应保留在国内的倾向日益增强，这可能会进一步收紧全球市场。与此同时，燃料成本上升可能在美国产生政治影响，持续的价格压力可能会影响特朗普总统今年晚些时候的中期选举前景。 责任编辑：张俊 SF065

Joe Kent, director of the National Counterterrorism Center, testifies during the House Homeland Security Committee hearing titled "Worldwide Threats to the Homeland," in Cannon building on Wednesday, December 11, 2025. Tom Williams | Cq-roll Call, Inc. | Getty Images National Counterterrorism Center Director Joe Kent on Tuesday announced he will resign in response to the Trump administration's military actions against Iran. "I cannot in good conscience support the ongoing war," Kent said in a letter addressed to President Donald Trump , that was posted on Kent's official personal X account. Kent, a promoter of far-right conspiracy theories whom the Senate narrowly confirmed for the director role last July, accused the president of being deceived by Israel into supporting war against Iran. "Iran posed no imminent threat to our nation, and it is clear that we started this war due to pressure from Israel and its powerful American lobby," Kent wrote in his letter. The White House, the National Counterterrorism Center and the Office of the Director of National Intelligence, which houses the counterterrorism center, did not immediately respond to CNBC's requests for comment. Read more CNBC politics coverage Trump-Xi China summit may be delayed if Trump wants to stay in Washington for Iran war: Bessent Democrats blast FCC Chair Carr’s broadcast license threats as anti-First Amendment, ‘totalitarian’ DOJ to appeal judge’s block of subpoenas to Fed in Jerome Powell criminal investigation This is developing news. Please check back for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

Tesla Inc (NASDAQ:TSLA) is one of the Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. Cathie Wood has long been a believer in Tesla Inc (NASDAQ:TSLA) and remains bullish on the company for the long term despite the EV maker facing demand challenges and tough competition. Wood has a $2,600 price target for Tesla Inc (NASDAQ:TSLA) for 2029. In a recent YouTube interview with “The Rundown,” Wood said most of Tesla’s upside potential comes from robotaxis. She mentioned Elon Musk’s recent claim that Tesla Inc (NASDAQ:TSLA)’s robo-taxis will be able to operate in 25% to 50% of major US cities by the end of the year, scaling faster than Waymo. Most of Tesla Inc (NASDAQ:TSLA)’s bull cases are linked to the company’s future plans for autonomous driving and robotics. But its EV business is facing tough competition and demand headwinds. In 2025, Tesla Inc (NASDAQ:TSLA)’s EV deliveries fell for the second straight year, and the company has lost its crown as the world’s top EV maker by annual deliveries to China’s BYD. The stock is down 11% so far this year. Baron Partners Fund stated the following regarding Tesla, Inc. (NASDAQ:TSLA) in its fourth quarter 2025 investor letter: “In 2025, we exited 30.5% of our position in Tesla, Inc. (NASDAQ:TSLA). We are extremely confident in the company’s prospects and ability to become a significantly more valuable business. The Fund completed its purchase of Tesla shares in 2016 with an ending portfolio weight of 9.6% of total investments. Its average cost of all purchases in the Fund was only $14.22 per share. Due to significant appreciation in the stock, the position increased to 26.7% of the portfolio’s total investments at the end of 2025. Despite offsetting some of the volatility caused by the position’s weight with more stable and uncorrelated investments, Tesla’s stock movements caused increased variability in the entire portfolio. We entered into agreements with a large investment bank to dispose of a portion of the holdings throu...

Here’s Why Cathie Wood’s Latest Tesla (TSLA) Prediction May Fall Short Yahoo Finance

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Key Points RZG charges higher fees and yields less than SLYG, but delivered stronger one-year returns as of March 2026 RZG’s smaller assets under management and much lower trading volume could make large trades slower or more expensive Sector weights differ: RZG leans into healthcare while SLYG splits most between industrials, tech, and healthcare 10 stocks we like better than Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Growth ETF › The State Street SPDR S&P 600 Small Cap Growth ETF (NYSEMKT:SLYG) and the Invesco S&P SmallCap 600 Pure Growth ETF (NYSEMKT:RZG) each target U.S. small-cap growth stocks, but RZG comes with higher costs, a sharper healthcare tilt, and greater liquidity concerns than SLYG. Both SLYG and RZG track indexes focused on small-cap companies with strong growth characteristics, but there are notable differences in cost, sector exposure, and practical considerations such as liquidity. This comparison highlights the most relevant tradeoffs for investors evaluating these two funds. Snapshot (cost & size) Metric SLYG RZG Issuer SPDR Invesco Expense ratio 0.15% 0.35% 1-yr return (as of 2026-03-11) 18.3% 23.6% Dividend yield 0.8% 0.4% Beta 1.06 1.16 AUM $4.0 billion $108.9 million Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The one-year return represents total return over the trailing twelve months. RZG charges more than twice the annual fee of SLYG and pays out a lower yield, making SLYG more affordable and slightly more attractive for those prioritizing income. Performance & risk comparison Metric SLYG RZG Max drawdown (five years) (29.18%) (38.31%) Growth of $1,000 over five years $1,086 $1,042 What's inside RZG tracks a “pure growth” version of the S&P SmallCap 600, holding 130 stocks as of March 2026, with the heaviest weights in healthcare (24%), technology (19%), and industrials (16%). The fund’s largest positions—ACM Research Inc(NASDAQ:ACMR), Clear Secure Inc...

No matter how smart the ideas may have been, or how many top managers Peloton (NASDAQ: PTON) has hired, the company has been ruined, and the events that destroyed it have finally dragged it under. Its run is over Peloton did well during the COVID-19 pandemic. As the Harvard Business Review analysis pointed out in ... The Destruction of Peloton Continues

格隆汇3月17日｜据CCTV国际时讯，近日，本月初在国会抗议、高喊“没有人愿意为以色列而战”的美国退役海军陆战队员布莱恩· 麦金尼斯接受了采访。他表示，过去两年多美国支持以色列侵略加沙，为以色列实施种族灭绝“铺好了红毯”。如今美国又联合以色列对伊朗发动打击。麦金尼斯说，这让他感觉到，作为退役军人，是时候站出来发声了。当地时间3月4日，麦金尼斯在国会抗议，反对美国和以色列在中东地区发动战争。他被安保人员及与会的联邦议员强行带离现场，推搡中，麦金尼斯的手臂骨折。

当地时间3月17日，美国国家反恐中心主任约瑟夫·肯特因美国与以色列对伊朗发动战争而辞职。他在发布于社交平台上致美国总统特朗普的一封信中表示：“伊朗并未对我国构成迫在眉睫的威胁。”（央视新闻）

Source: Bloomberg, 5:14

核心要点 半流动性私人信贷工具已限制赎回，因投资者争相撤出资金。 在市场对流动性收紧的担忧下， “强劲且不断增长” 的二级交易市场 有望缓解压力。 随着这个规模达 3 万亿美元 的行业面临越来越大的赎回压力，私人信贷投资者可能迎来一条潜在的 “退出通道”。 该行业内的半流动性基金已大举进入零售财富市场。近几周，由于市场担忧不良贷款可能导致违约率飙升、并引发投资者 “ 抢跑套现 ”，资管机构已纷纷 限制投资者赎回 。 Raymond James 私人资本咨询全球主管 Sunaina Sinha Haldea 表示，目前出现了一个 **“强劲、增长迅速且极具创新性” 的私募二级交易市场 **—— 投资者可将所持私募基金份额转售给其他买家 —— 这可以为希望退出的投资者提供 压力释放阀 ，而不必迫使基金经理抛售底层贷款资产。 Haldea 提到，Boaz Weinstein 旗下的对冲基金 Saba Capital 正与 Cox Capital Partners 合作，发起要约收购多只私人信贷基金的份额，其中包括 Blue Owl Capital 管理的部分产品。 “我们看到 Saba Capital 的 Boaz Weinstein 公开表示，他正为这些私人信贷基金中的 BDC 投资者提供要约解决方案，为他们提供 流动性退出通道 。”Haldea 在 CNBC 节目中表示。 “未来会看到越来越多的人利用二级市场，为这类半流动性产品找到退出路径。很多零售投资者之前可能并不理解…… 这些是 非流动性资产 。你不能因为自己要赎回就强制抛售底层资产。” 赎回潮激增 近期私人信贷领域赎回申请激增，再次引发市场质疑：这类 高收益但低流动性 的产品是否适合普通零售投资者。 Haldea 表示，半流动性产品的 赎回限制已经遍地开花 ，并且 “还会继续加码”。 她补充说，一些原本为机构投资者设计的产品和结构，被 “重新包装、改头换面”，以半流动性产品的形式进入私人财富渠道，这 “ 存在风险 ”。 多家机构限制赎回 Cliffwater ：旗舰企业信贷基金赎回申请飙升至 14% 后，该公司宣布限制赎回，并自行回购约 7% 的基金份额。其管理的私人信贷承诺资产约 700 亿美元。 摩根士丹利 ：旗下规模 76 亿美元的 Northaven 私人收益基金，一季度赎回申请激增至 11%，公司已限...

Is Meta Platforms (META) A Good Stock To Buy Now? Insider Monkey

Image source: The Motley Fool. Wednesday, Aug. 13, 2025 at 11 a.m. ET Call participants President & Chief Executive Officer — Keith D. Tucker Executive Vice President & Chief Financial Officer — Nelson M. Haight Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue growth -- 8.5% year-over-year increase, totaling nearly $20 million, with consolidated gross margin up 7.1%. -- 8.5% year-over-year increase, totaling nearly $20 million, with consolidated gross margin up 7.1%. Adjusted EBITDA -- Rose 12.4% year over year to $24.5 million, with margin up 40 basis points to 9.9% of revenue. -- Rose 12.4% year over year to $24.5 million, with margin up 40 basis points to 9.9% of revenue. Inspection and Heat Treating segment -- Revenue advanced 15%, driven by a 13% increase in the U.S. and a 31% jump in Canada. -- Revenue advanced 15%, driven by a 13% increase in the U.S. and a 31% jump in Canada. IHT segment margin -- Adjusted EBITDA margin expanded by 118 basis points, supported by a 26% uplift in higher-margin heat treating revenues. -- Adjusted EBITDA margin expanded by 118 basis points, supported by a 26% uplift in higher-margin heat treating revenues. Mechanical Services segment -- U.S. revenue grew 7%, offsetting international softness and driving a total 2% segment increase. -- U.S. revenue grew 7%, offsetting international softness and driving a total 2% segment increase. SG&A reduction -- Adjusted SG&A expense, as a percentage of revenue, declined to 18.9% from 19.8% in the prior-year quarter. -- Adjusted SG&A expense, as a percentage of revenue, declined to 18.9% from 19.8% in the prior-year quarter. Transformation actions -- Around $10 million in annualized cost savings targeted, with about $6 million expected to be realized in the second half of 2025. -- Around $10 million in annualized cost savings targeted, with about $6 million expected to be realized in the second half of 2025. Liquidity position -- $49 million in liquidity at qu...

Image source: The Motley Fool. Tuesday, May 13, 2025 at 11 a.m. ET Call participants President and Chief Executive Officer — Keith Tucker Chief Financial Officer — Nelson Haight Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Capital structure refinancing -- Management closed a refinancing in March 2025 that lowered the blended interest rate by more than 100 basis points and extended term loan maturities to 2030. -- Management closed a refinancing in March 2025 that lowered the blended interest rate by more than 100 basis points and extended term loan maturities to 2030. Term loans -- The new first-lien term loan facility includes a $175 million funded term loan maturing in 2030 and a $50 million delayed draw term loan, subject to conditions. -- The new first-lien term loan facility includes a $175 million funded term loan maturing in 2030 and a $50 million delayed draw term loan, subject to conditions. Debt repayment -- $158 million of outstanding debt was repaid, including delayed draw term loans, equipment and real estate loans under the ABL facility, and a portion of the previous senior secured term loan; the remaining prior term loan balance converted to a $97.4 million second-lien term loan maturing in 2030. -- $158 million of outstanding debt was repaid, including delayed draw term loans, equipment and real estate loans under the ABL facility, and a portion of the previous senior secured term loan; the remaining prior term loan balance converted to a $97.4 million second-lien term loan maturing in 2030. Revenue -- Revenue was essentially flat year over year, with a 6.8% increase in the Inspection & Heat Treating segment and an 8.8% increase in U.S. core operations for IHT; midstream end-market revenues grew nearly 15%. -- Revenue was essentially flat year over year, with a 6.8% increase in the Inspection & Heat Treating segment and an 8.8% increase in U.S. core operations for IHT; midstream end-market revenues grew nearly 15%. Segme...

Alphabet正与中国公司（包括英维克）洽谈为其数据中心采购液冷系统，反映出随着人工智能基础设施的扩张，供应链面临日益增长的压力。 消息人士称， 谷歌 的采购团队最近前往中国，与深圳的冷却系统制造商英维克进行了会谈。这是因为该公司正在寻找其他选择，因为组件在台湾难以获得。还计划与其他供应商进行更多讨论。 液冷解决方案采用流体来冷却高密度服务器，现在对于AI工作负载来说是必要的，因为AI产生的热量超出了普通空气冷却的处理能力。这些会谈表明，对AI基础设施的需求不仅给芯片供应带来压力，也给配套设备带来压力。 根据行业预测，全球AI服务器液冷系统市场在2026年将增至超过170亿美元，几乎是去年89亿美元价值的两倍。由于中国国内需求增长，中国生产商通过增加产量和降低价格获得了市场份额。 尽管仍然存在地缘政治问题，但这些会谈也显示了中国供应商在全球数据中心发展中的重要性日益增加。下一步可能是这些会谈是否会达成正式供应协议。 责任编辑：张俊 SF065

There is growing anger in pockets of the gaming community about the increased use of AI-generated content in titles, which has resulted in some studios scrapping games or promising to limit their use of the technology.

designer491/iStock via Getty Images Here at the Lab, we are back to comment on Swiss Re AG ( SSREF ) ( SSREY ). Last week, the company reported its Annual Report 2025, its business performance, and the risk assessment. As a reminder, we initiated Swiss Re one year ago, and so far the company has delivered a 16% gain, including its juicy dividend payment. That said, since our Q3 results comment, the Swiss Re share price has declined by more than 8% (Fig. 1), and considering its outstanding results, we believe it is a good moment to start/increase a position. Here at the Lab, we have not commented on the December Capital Market Day, but we positively report that Swiss Re announced a buyback (as we previously anticipated). Aside from a positive shareholders' return, our buy rating was backed by 1) the insurance and reinsurance sectors' virtuous relationship, 2) valuation discount versus peers, and 3) solid execution. Mare Ev. Lab Rating Update Fig. 1 Swiss Re Results and Our Positive Take Starting with the bottom line, Swiss Re reported a yearly net profit of $4.8 billion, against a target of $4.4 billion (Fig. 2). Q4 net profit reached $717 million, beating Wall Street consensus estimates by 4%. By division, Property & Casualty Reinsurance delivered a stellar performance. P&C results more than double its net income year-over-year. The full-year combined ratio of 79.4% was exceptionally solid, crushing the prior year's 89.9% and its own target of below 85%. This was due to a lower-than-budgeted amount from Nat Cat and reserve-strengthening actions. The Corporate Solutions division continued its positive trajectory. Again, the company delivered a net profit up by 19% to nearly $1 billion. The combined ratio improved to 86.5% (from 89.7% in 2024) and is below Swiss Re's previously communicated own targets of 91%. Results were backed by investment performance and disciplined execution. Lastly, Life & Health Reinsurance was the segment's weak spot. In numbers, net income d...

Corn price action is up fractionally to 2 cents so far on Tuesday morning. Futures posted 12 to 13 1/4 cent losses in the nearbys on Monday. Preliminary open interest was down 23,389 contracts on Monday suggesting some longs liquidating, as May dropped 25,724 contracts, with December down 10,909. Pressure was from beans and crude oil slipping $4.49. The CmdtyView national average Cash Corn price was down 13 cents to $4.11 1/2. Monday morning’s Export Inspections report showed 1.658 MMT (65.3 mbu) of corn shipped in the week of 3/12. That was 1.98% below the week prior but 8.95% above the same week last year. Mexico was the largest destination of 446,121 MT, with 281,957 MT shipped to Japan and 150,849 MT to Colombia. The marketing year total is now 42.869 MMT (1.688 bbu) of corn shipped since September 1, which is 39.16% above the same period last year. China was the sole destination for 127,639 MT of sorghum. Don’t Miss a Day: Ukraine’s economic ministry estimates the country will plant 4.42 million hectares (10.92 million acres) of corn this spring. Overall grain acreage is estimated at 6 million hectares (14.83 million acres), up 240,000 (593,000 acres) from last year. May 26 Corn closed at $4.54, down 13 1/4 cents, currently up 3/4 cent Nearby Cash was $4.11 1/2, down 13 cents, Jul 26 Corn closed at $4.65 3/4, down 12 1/2 cents, currently up 3/4 cent Sep 26 Corn closed at $4.67 1/4, down 12 cents, currently up 1 cent More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Soybeans are trading with 4 to 7 cent gains so far on Tuesday morning as new crop November us up 12 ½ cents. Futures were down 60 to the 70 cent limit on Monday across the front months. Expanded limits of $1.05 are set for Tuesday. Open interest was down 21,862 contracts on Monday, mostly in May (18,356). The cmdtyView national average Cash Bean price was down 70 1/2 cents at $10.80 3/4. Soymeal futures were down $5.10 to $11.50 in the front months to close out the day, with Soy Oil futures down the 350 point limit through September. Crude oil was down $4.49 on the day. US Treasury Secretary Bessent and Chinese counterparts met this weekend in Paris to prep for the meeting between President Trump and President Xi later this month. Following the meeting it was noted that China was open to buying more US ag goods, specifically more non-soybean row crops, putting some doubts on another 8 MMT for the current MY suggested by President Trump last month. Late on Sunday President Trump stated there could be a delay in the meeting with China, while also expecting to see China help unblock the Strait of Hormuz, with some thinking that the two are tied to one another, though Secretary Bessent has stated they are not. Don’t Miss a Day: USDA’s FGIS tallied soybean export shipments at 966,082 MT (34.5 mbu) during the week ending on March 12. That was 8.9% above the week prior and 45.4% larger than the same week last year. China was the top destination of 545,858 MT, with 224,944 MT headed to Egypt and 20380,194 MT to Mexico. Marketing year exports for 2025/26 are 28.06 MMT (1.031 bbu) since September 1, which is now 28.3% below the same period last year. NOPA data from Monday morning, showed a February record 208.785 mbu of soybeans crushed among members. That was up 10.57% from a year ago but down 1.52% from January. Daily crush of 7.46 mbu was a record for any month through NOPA’s history. Soybean oil stocks were 2.08 billion lbs, a 38.37% yr/yr increase, with a monthly jump of...

Live cattle futures saw Monday gains of $2.35 to $2.95 at the close. Open interest was up 872 contracts. Cash trade settled in at $234-236 live last week, with some $372 dressed. Feeder cattle futures rallied $5.95 to $6.75 far on Monday. OI was down 879 contracts. The CME Feeder Cattle Index was down another $1.30 to $357.05 on March 13. The Monday OKC Feeder cattle auction saw sales on 4,305 head sold, with sales 10-15 higher on feeders and calves up $10-20 for steers and $5-15 for heifers. The strike at the JBS plant in Greeley, CO moved forward this over the weekend, as the workers union started picketing. Don’t Miss a Day: Wholesale Boxed Beef prices were higher in the Monday afternoon report, with the Chc/Sel spread at $8.15. Choice boxes were up $4.74 to $402.66, while Select was $2.97 higher to $394.51. USDA estimated federally inspected cattle slaughter for Monday at 98,000 head. That is down 5,000 from the previous week and 16,452 head shy of the same Monday last year. Apr 26 Live Cattle closed at $233.250, up $2.350, Jun 26 Live Cattle closed at $231.875, up $2.925, Aug 26 Live Cattle closed at $229.675, up $2.850, Mar 26 Feeder Cattle closed at $355.450, up $5.975, Apr 26 Feeder Cattle closed at $349.850, up $6.750, May 26 Feeder Cattle closed at $345.550, up $6.375, More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.