格隆汇3月18日｜乌克兰总统泽连斯基呼吁各盟友与乌克兰携手打造“现代化防御力量”，并借鉴乌克兰的实战经验。

Chinnapong/iStock Editorial via Getty Images Citi Research has cut its 12-month forecast for Bitcoin ( BTC-USD ) and Ethereum ( ETH-USD ), citing that the window of opportunity for U.S. legislation this year is narrowing. Talks on the landmark crypto legislation reportedly reached a new stalemate after banks said they could not support a compromise proposed by the White House, raising doubts about whether the bill will pass this year. "Flows via ETFs remain an important driver and, despite the lackluster performance, have picked up recently even with geopolitical uncertainty," said analyst Alex Saunders. "The passage of U.S. digital-market legislation remains key to galvanizing interest, in our view. The window of opportunity may be narrowing (Polymarket 2026-chance is currently 60%)," said the analyst. "We revise our base case 12-month forecasts for BTC and ETH to $112K (from $143K) and $3,175 (from $4,304), respectively," said the analyst in the research note. BTC-USD was trading 0.93% lower at $74K during Tuesday afternoon trading, while ETH-USD was down 1.09% to $2,326. "ETF demand where we reduce the assumption to $10B (BTC) and $2.5B (ETH) is still the most important positive factor. Our U.S. strategist's higher year-end equity view also bolsters forecasts," added the note. The bear case, premised on recessionary macro factors, sees targets of $58K and $1,198, respectively, said the research note. "The bull case anticipates greater end-investor demand. ETH will be especially sensitive to user activity metrics, which have been weak recently, but stablecoin and tokenization trends may increase interest and usage," added the note. More on Bitcoin USD, Ethereum USD Bitcoin Vulnerable: Fed May Signal Higher-For-Longer Bitcoin Morning Strength Bitcoin: The Four-Year Cycle Is A Coincidence, And I'm Adding On The Weakness Tech laggards rebound as AI fears ease, but private markets deepen losses Crypto market rally: What to expect from BTC, ETH, SOL, XRP this week?

(Bloomberg) — Nvidia Corp. (NVDA) Chief Executive Officer Jensen Huang said the $1 trillion projection he issued a day ago for AI chip sales doesn’t capture other product offerings and signaled that total revenue will surpass that level as the company pushes into new markets. Nvidia expects to close, book and ship more than $1 trillion in business, Huang said at a company event in San Jose, California. The chipmaker has “strong confidence of $1 trillion-plus,” he told an audience of analysts and investors. Photographer: David Paul Morris/Bloomberg Less than a day ago, Huang predicted that Nvidia’s flagship AI processors would help generate $1 trillion in sales through 2027, saying computing demand has increased “by 1 million times in the last two years.” The company’s shares jumped as much as 4.8% on the news before leveling off. They were virtually unchanged on Tuesday. While revenue of that magnitude dwarfs anything his would-be rivals might be able to generate, Wall Street analysts expressed concern that it doesn’t point to accelerating growth. Nvidia had previously forecast that data center gear would bring $500 billion in sales through the end of 2026. The latest forecast extends the outlook another year, doubling the cumulative amount. “Here’s what I know: Demand is accelerating at a very large scale, and we’ll be able to support with supply,” Huang said on Tuesday. Huang had announced plans on Monday to push deeper into central processing units — Intel Corp.’s home turf — and introduced semiconductors made with technology acquired from startup Groq. The company said it was also developing chips for data centers in outer space. On Tuesday, Nvidia said it plans to shift toward using more of its cash for investor returns — in the form of buybacks and dividends — during the second half of the year. The company will take that step when it’s finished funding its investment commitments, Chief Financial Officer Colette Kress said. Nvidia expects to devote about 50% o...

Nvidia Sees Sales Goal Topping $1 Trillion With New Markets Bloomberg.com

Earnings Call Insights: Natural Gas Services Group, Inc. (NGS) Q4 2025 Management View CEO Justin Jacobs highlighted that NGS delivered "another great quarter and record full year results in 2025," marking the third consecutive year of market share gains in the rental compression industry. He emphasized, "We reached record levels of rented horsepower and utilization in 2025. Rented horsepower increased to approximately 563,000 by year-end '25, a 14% increase over the prior year. Fleet utilization reached 84.9%, another high watermark for the company." Jacobs reported that rental revenue for the fourth quarter was $44.3 million, up roughly 16% year-over-year, and adjusted EBITDA reached $21.2 million for the quarter and $81 million for the full year. NGS initiated its inaugural dividend program in 2025 and increased it by 10% in the fourth quarter, returning approximately $2.6 million to shareholders during the second half of the year. Jacobs also stated, "During 2025, we added approximately 70,000 horsepower with more than half deployed in the fourth quarter. Large horsepower electric units represented approximately 30% of those additions." He added that for 2026, NGS is "currently contracted to deploy approximately 50,000 horsepower of new large horsepower compression units distributed relatively evenly throughout the year." CFO Ian Eckert reported, "Rental revenue totaled $164.3 million, representing an increase of $20.1 million or 14% year-over-year. Total revenue reached $172.3 million, increasing $15.6 million or approximately 10% compared to 2024." He noted, "Fourth quarter adjusted rental gross margin improved 1.6% sequentially or $25.9 million. During the fourth quarter, our adjusted rental gross margin percentage was 58.5%, which declined roughly 300 basis points compared to the third quarter and was well below our expectations. All of this decline relates to a physical inventory adjustment recorded during the fourth quarter." Outlook Jacobs provided adjust...

Earnings Call Insights: PSQ Holdings, Inc. (PSQH) Q4 2025 Management View CEO Dustin Wunderlich introduced a new leadership phase, emphasizing a simplified company structure centered on financial infrastructure, operational accountability, cash efficiency, and increased revenue per employee. Wunderlich stated, "We are moving forward with 4 core themes: strategic focus, operational accountability, cash efficiency and a drive toward higher revenue per employee." He highlighted over 80% year-over-year growth and more than 100% quarter-over-quarter growth in Q4, attributing this performance to the fintech infrastructure and credit products, particularly in underserved industries. Wunderlich noted a significant reduction in SG&A expenses by $9.9 million year-over-year and a headcount reduction from 87 to approximately 50 employees since September. He explained, "We expect this metric [revenue per employee] to grow significantly throughout 2026 as we continue simplifying the organization and concentrating our efforts on the core business of credit, payments and financial infrastructure." Wunderlich described the company’s AI adoption, saying, "We have already seen meaningful improvements in underwriting performance within our Credova credit platform through the application of machine learning and AI-driven credit scoring models." CFO James Rinn stated, "We reported net revenue from continuing operations of $18.2 million for 2025, above our previous 2025 guidance of $16.5 million. That's 81% year-over-year increase compared to $10.1 million in 2024." Outlook Wunderlich said the focus in 2026 is on driving revenue per employee, becoming more cash efficient, and moving toward profitability. He indicated that the company aims to "simplify the company, strengthen the balance sheet and compound the core fintech platform." The company is completing the divestiture of noncore assets and expanding the use of AI and automation, aiming to deliver "materially more revenue with fewer ...

格隆汇3月18日｜市场消息：美国众议院委员会向司法部长邦迪发出传票，涉及爱泼斯坦案调查。

Warner Bros. just dropped a broody and haunting extended teaser for Denis Villeneuve's Dune: Part 3 , the highly anticipated third film in the director's acclaimed franchise—the last in his planned trilogy. (Spoilers for first two films in the franchise below.) In 2021's Dune , we first met Frank Herbert's iconic anti-hero, Paul Atreides (Timothée Chalamet). That film culminated in the brutal defeat of House Atreides by rival House Harkonnen, with Paul and his mother, Lady Jessica (Rebecca Ferguson), fleeing to the desert and taking refuge with the Fremen. Among them is Chani (Zendaya), whom Paul has been seeing in visions all along. Read full article Comments

Source: Bloomberg, 12:36

财联社3月18日讯（编辑 牛占林） 苹果公司首席执行官蒂姆·库克周二在接受媒体采访时，驳斥了外界关于其即将退休的猜测，表示相关说法纯属传闻。 当被问及有关其准备卸任的报道时，库克回答称：“没有，我从未这么说过。我热爱自己的工作。28年前我加入苹果，此后的每一天我都非常享受。” 他还补充称，自己“无法想象没有苹果的生活”。此番表态正值苹果高管层经历动荡之际。 作为背景，自去年以来，一直有报道称，库克最早可能于2026年卸任，而苹果硬件工程高级副总裁John Ternus被视为最有可能的接班人。 知名苹果爆料人马克·古尔曼也在1月表示，苹果公司扩大了硬件主管John Ternus的职权范围，进一步巩固了其作为接替库克的候选人地位。 去年12月，苹果公司在一周内接连失去了AI负责人John Giannandrea、首席法务官以及一位关键设计高管；与此同时，芯片负责人Johny Srouji据称也释放出可能离职的信号。 这一系列人事变动，引发市场对库克以运营见长的管理风格是否适合AI时代的质疑。 库克的“稳军心”表态出现在一个关键时间点：苹果公司即将在4月1日迎来50周年诞辰。 市场预计，苹果今年将推出首款折叠屏iPhone以及AI眼镜，同时仍需证明其能够兑现此前未能在2025年发布的Siri重大升级承诺。 LightShed Partners分析师Walter Piecyk是最直言不讳的批评者之一。他在去年12月警告称，苹果可能在人工智能领域将主导权拱手让给谷歌。 Piecyk当时表示：“你基本上是在把AI拱手让给谷歌，就像当年把搜索业务让给它一样。”他认为，这种依赖最终可能帮助安卓从iPhone手中夺取市场份额，因为更多的开发和整合工作都将在安卓生态中进行。 苹果去年未能推出承诺中的Siri升级版本，此后已与谷歌达成合作，在iPhone上引入其Gemini模型以支持AI功能。而批评人士认为，这一安排可能进一步加深苹果对这一直接竞争对手的依赖。 Piecyk认为，2026年是库克“功成身退”的理想时机：当前苹果股价接近历史高位，同时消费者延长换机周期、运营商加大补贴力度，正推动新一轮升级周期形成。在他看来，这将使库克能够在高点交棒，并将AI转型的重任交由其已培养好的继任者。 关税、AI等话题 不过，库克在周二的表态中并未显示出任何急于交班的迹象。他称AI技术具有“深远意义...

Dividend stocks normally aren't known for generating strong returns, and definitely not for widely outperforming the market. But that's what's been happening in 2026, as investors have been looking for safety and stability, rather than taking on risky growth stocks. While the S&P 500 has fallen by nearly 2% thus far, one exchange-traded fund (ETF) that has been vastly outperforming it is the Schwab U.S. Dividend Equity ETF (SCHD +0.66%) -- it has surged an incredible 13%. The dividend-focused ETF has been a popular option with investors this year, and here's why it can continue to rise higher. Economic uncertainty and instability may encourage investors to continue to seek out safety The main appeal of the Schwab fund is for the diversification, dividend income, and the general stability that it offers. While the ETF does still carry some risk, it has averaged a beta of 0.65 over the past five years, which tells investors that it's generally less volatile than the markets as a whole. A beta of 1.0 would indicate an investment has closely followed the market, and the lower the value is, the less volatile it has been. At a time when economic conditions are a bit concerning, and there's the potential for inflation to spike due to rising oil prices, investors may continue to be inclined to reduce their risk. And one of the ways to do that is to invest in the Schwab ETF and the types of stocks it invests in, which are companies with strong financials, which can afford to pay dividends, including big names such as Verizon Communications, Chevron, and Coca-Cola, among many others. With a yield of 3.3%, the Schwab ETF also provides investors with a payout that's more than double the S&P 500 average of 1.2%, giving you an incentive to just hang on amid the uncertainty in the market. Expand NYSEMKT : SCHD Schwab U.S. Dividend Equity ETF Today's Change ( 0.66 %) $ 0.20 Current Price $ 31.07 Key Data Points Day's Range $ 30.95 - $ 31.17 52wk Range $ 23.87 - $ 31.95 Volume 16M T...

Key Points The stock market is off to a shaky start to the year, but dividend stocks have been the exception. A quality fund such as the Schwab U.S. Dividend Equity ETF can provide investors with stability and dividends. Ongoing concerns about the economy could lead to the ETF rising further in value as the year goes on. 10 stocks we like better than Schwab U.S. Dividend Equity ETF › Dividend stocks normally aren't known for generating strong returns, and definitely not for widely outperforming the market. But that's what's been happening in 2026, as investors have been looking for safety and stability, rather than taking on risky growth stocks. While the S&P 500 has fallen by nearly 2% thus far, one exchange-traded fund (ETF) that has been vastly outperforming it is the Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD) -- it has surged an incredible 13%. The dividend-focused ETF has been a popular option with investors this year, and here's why it can continue to rise higher. 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 » Economic uncertainty and instability may encourage investors to continue to seek out safety The main appeal of the Schwab fund is for the diversification, dividend income, and the general stability that it offers. While the ETF does still carry some risk, it has averaged a beta of 0.65 over the past five years, which tells investors that it's generally less volatile than the markets as a whole. A beta of 1.0 would indicate an investment has closely followed the market, and the lower the value is, the less volatile it has been. At a time when economic conditions are a bit concerning, and there's the potential for inflation to spike due to rising oil prices, investors may continue to be inclined to reduce their risk. And one of the ways to do that is to invest in the Schwab ETF and...

格隆汇3月18日｜沙特国防部：过去几小时在东部地区拦截并摧毁了7架无人机。

Source: Bloomberg, 5:02

lyash01/iStock via Getty Images New Fortress Energy ( NFE ) +28.4% in Tuesday's trading after saying it entered into a restructuring support agreement with creditors, in what is expected to be one of the largest consensual U.K. restructuring plans completed. Through the restructuring plan process, creditors will exchange their New Fortress ( NFE ) debt instruments for a basket of New NFE debt, preferred equity, and common shares, resulting in the reduction of New NFE corporate debt from ~$5.7B to ~$527.5M, the issuance of up to $2.5B of New NFE preferred equity, and the issuance of 65% of New NFE common equity Existing New Fortress ( NFE ) shareholders will have their ownership diluted to 35% of New NFE common equity and are subject to further dilution if some or all the preferred equity is converted at the end of year three. "New NFE will be a capital-light, low-leverage business that generates significant free cash flow, supported by long-term supply matched with long-term downstream demand. This simple business model positions New NFE for robust growth and stability ahead with very little additional capital required," New Fortress ( NFE ) Chairman and CEO Wes Edens said. New Fortress ( NFE ) also said it will separate its Brazilian operations into an independent, standalone energy platform as part of its broader recapitalization transaction. The company also disclosed that select previously issued audited consolidated financial statements should no longer be relied upon.

While chips and semiconductors get all the hype, the real demand in AI infrastructure is moving backend — cooling systems and power grids.

This afternoon, Rachel Reeves became the first person to deliver the Mais lecture for a second time. In case you’re blissfully unaware, this is typically an annual event in London where a prominent public figure expounds on matters economic. Until now, it’s been a one-off invitation. The chancellor’s zeal to lecture the City audience again, two years after her first appearance, was matched by a comprehensive media package that included pre-briefed extracts at the weekend, questions from the press and a podcast interview later tonight. The stage at Bayes Business School became much more of a political platform than is usually the case, with Reeves touting the Labour government’s achievements — as she sees them — and determination to help everyday families and “vulnerable households” (not your usual Square Mile crowd, in other words). It looked a little like a public “reset” from Reeves, to borrow Westminster parlance, and that may not be a bad idea ahead of local elections in May. Labour is due to take a hammering at the ballot box and, in the ruthless world of SW1, scapegoats and whipping boys (or girls) will be vulnerable. In such a scenario, a chancellor would do well to look authoritative and visionary, and Reeves’ lecture outlined her latest grand plan to boost Britain’s economy. This essentially consists of: Devolving some fiscal power to the regions Forging much closer ties with the EU Accelerating the use of AI The first was a surprise , even if we don’t yet know how far it will go. Reeves insisted it is not a tweak but “a genuine break from the past”, a “generational opportunity.” Let’s see. The second reminded me of the grand plans made on the other side of the political spectrum around this time 10 years ago. In the run up to the Brexit referendum, voters were promised a leaner, more nimble, ambitious and independent country, with lower taxes and prices. Instead, we have an economy that’s spent a decade stuck in the mud , suffers from more stubborn inflati...

格隆汇3月18日｜乌克兰总统泽连斯基：乌克兰正在研发水下无人机以及具备大洋作战能力的无人机。

摩根大通 在同意成为波士顿最新摩天楼的主力租户后，计划在当地新增数百个岗位。 该行周二在声明中表示，将从2028年初开始，把目前在波士顿的三处办公点整合至南站大厦（South Station Tower）的八层以上办公区域。摩根大通预计将在未来数年于商业银行、私人银行以及机构客户销售与市场营销等部门增聘约300名员工，在现有约700名本地员工的基础上进一步扩编。 波士顿南站大厦 此举成为波士顿市中心近期规模最大的办公租赁承诺之一。与此同时，波士顿也在推动在生命科学行业之外实现经济结构的多元化。该行业在疫情期间一度快速增长，但此后出现降温。 摩根大通高管表示，该地区深厚的投资者与人才储备，仍让波士顿成为一项值得长期押注的选择。麻省理工学院和哈佛大学等高校持续培养高技能毕业生；此外，摩根大通也认为，除生命科学外，医疗保健、机器人和人工智能（AI）等行业仍有增长空间。 摩根大通私人银行新英格兰地区市场经理Dan Curtin表示：“我们已经走过240年。我们通常不会根据短期市场状况来做决策。” 责任编辑：李桐

BuzzFeed, the U.S.-based media company known best for its quizzes, listicles, and, for a time, a Pulitzer Prize-winning journalism division, is reinventing itself for the AI era. At least, that’s the pitch. At the SXSW conference in Austin, BuzzFeed co-founder and CEO Jonah Peretti introduced the company’s next media foray: a spin-off called Branch Office, which will explore artificial intelligence in consumer-facing apps designed for creativity and connection. The new company is an extension of the experiments BuzzFeed has run for years using AI technology, Peretti explained, in a halting presentation that began with slideshow glitches, before moving on to app demos met with silence or a polite tittering of laughter. “We’ve been working on this secretly for over a year, and we’ve learned a lot from the BuzzFeed platform about what is coming with new kinds of AI formats,” Peretti said. “Using AI is the way of connecting people, building community around these pillars of culture, and taste, and community.” Bill Shouldis, a director of product at BuzzFeed and the founder of Branch Office, presented two of the company’s new apps: BF Island and Conjure. The first product, BF Island, is a group chat platform offering features for changing and editing photos using AI. This is not exactly groundbreaking tech, in and of itself, but that’s not the point. The key feature here is not the AI toolset but the in-app library of online trends and memes, created by an editorial team, which could inspire users to create AI photos referencing blink-and-you-miss-it trends like the McDonald’s CEO taste-testing a burger, or the “frame-mogging” drama. (If you don’t know what these are, you’re probably not the “very online” audience that’s being targeted.) Another app, Conjure, is an app similar to BeReal — the once-a-day temporary photo app — except that it instead appears to guide users to take daily photos of things besides themselves. (As a reminder, BeReal itself didn’t stick, ultimat...

Apple's Tim Cook Rejects Retirement Chatter Benzinga

格隆汇3月18日｜欧莱雅：与英伟达携手，借助预测性人工智能科学加速美妆研发。

Maliflower73/iStock via Getty Images To capitalize on demand for high-protein food and the popularity of its macaroni and cheese dinner, Kraft Heinz is combining the two with PowerMac, a new offering that delivers 17g of protein and 6g of fiber per serving. “PowerMac meets the growing demand for a better-tasting, better-for-you option that buyers will reach for time and time again,” the company said in a statement . The new product combines proprietary protein- and fiber-enriched pasta with Kraft Heinz’s cheese powder in either original or white cheddar. PowerMac will roll out at major retailers nationwide in April 2026 for $2.99 per 7.25 oz box, expanding to other formats later this year. More on Kraft Heinz The Kraft Heinz Company (KHC) Presents at Consumer Analyst Group of New York Conference 2026 Transcript The Kraft Heinz Company (KHC) Q4 2025 Earnings Call Prepared Remarks Transcript Kraft Heinz: Looks Like Berkshire Got Its Wish (Rating Downgrade) Consumer staples names with highest dividend yield amid Middle East war crisis Berkshire Hathaway has no immediate plans for its Kraft Heinz stake - report

Eli Lilly (LLY 5.95%) stock tumbled 5% through noon ET Tuesday. You can blame investment bank HSBC for that. HSBC, you see, just downgraded Lilly stock to sell. What HSBC just said about Eli Lilly stock Well, technically, the word HSBC used was "reduce," but it amounts to the same sentiment. Most analysts forecast a total addressable market (TAM) for obesity drugs such as Novo Nordisk's (NVO 0.18%) Ozempic, and Lilly's Zepbound at over $150 billion. HSBC analyst Rajesh Kumar, however, thinks this number is optimistic. Looking as far out as 2032, he sees GLP-1 weight-loss drugs generating only $80 billion to $120 billion in annual revenue. One problem with other analysts' predictions is that, although GLP-1 drugs fetch rich prices, these prices are falling, and future "price competition is likely to be significant." Another is that not all patients who start taking GLP-1 drugs will continue taking them, as shown by clinical trial discontinuation rates. Already in 2025 and 2026, we've seen multiple rounds of price cuts between the two big GLP-1 companies. Lilly's guidance suggests the company plans to make up the price cuts on volume, so to speak, to keep growth going -- but Kumar isn't convinced. (Nor am I.) Expand NYSE : LLY Eli Lilly Today's Change ( -5.95 %) $ -58.83 Current Price $ 930.29 Key Data Points Market Cap $935B Day's Range $ 928.00 - $ 985.00 52wk Range $ 623.78 - $ 1133.95 Volume 201K Avg Vol 3.1M Gross Margin 83.04 % Dividend Yield 0.63 % What this means for Eli Lilly investors Priced at 43 times trailing earnings, and more than twice that when valued on free cash flow (Lilly claims net earnings much bigger than its actual cash profits), Eli Lilly's valuation depends greatly on its growth rate. Analysts polled by S&P Global Market Intelligence, though, see earnings growing 22% or less annually over the next five years. Even assuming that's correct, the stock looks richly valued to me. If Kumar is right, Lilly stock could be even more expensive than it...

OpenAI表示，GPT-5.4Mini在ChatGPT、Codex、API上线。 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

格隆汇3月18日｜德国外长：我方并不缺乏与俄罗斯对话的意愿，但俄罗斯不愿做出妥协。