小米集團(01810.HK)回購285.04萬股 涉資約1億元 AASTOCKS.com

格隆汇3月18日｜中通快递(ZTO.US)涨超10%，报26.11美元。消息面上，中通快递公布，2025年全年收入为490.987亿元，同比增长10.9%；净利润为92.357亿元，同比增长3.9%。其中第四季度收入为145.107亿元，同比增长12.3%；净利润为26.932亿元，同比增长10.1%。公司拟派发每股美国存托股及普通股0.39美元现金股息(上年同期派0.35美元)。根据当前市场和运营状况，公司预计2026年包裹量将同比增长10%至13%，达到423.7亿至435.2亿件。董事会已批准一项未来24个月内的股票回购计划，回购总额为15亿美元。(格隆汇)

Amazon $AMZN plans to dramatically pare back the parcel volume it sends through the U.S. Postal Service — by at least two-thirds — before the two companies' current contract lapses this fall, The Wall Street Journal reported. Amazon has long supplied more parcel volume to USPS than any other shipper, and it has already begun pulling back. The move threatens billions in revenue for an agency that lost $9 billion last year and is on pace to run out of cash within 12 months. Of all the parcels USPS delivered across the country last year, Amazon 's alone numbered more than one billion — close to 15% of the agency's total throughput. That volume has served as a financial backstop for an institution that has been losing money for the better part of 20 years. The agency's fiscal 2025 net loss came in at $9 billion. The conflict stems from a structural shift Postmaster General David Steiner made after assuming leadership of the agency: moving large shippers out of one-on-one contract negotiations and into a competitive open-bid process. Amazon said it had spent more than a year negotiating what it expected would be a finalized deal before USPS introduced the auction approach. "We negotiated with [the Postal Service] in good faith for over a year to try and reach a deal that would bring them billions in revenue and believed we were heading toward an agreement, when the USPS abruptly walked away at the 11th hour and introduced the auction concept. While we've submitted a bid and hope to continue our partnership, even at a reduced level, we now have to prepare to meet our customers' delivery needs regardless of the outcome of the auction," an Amazon spokesman told The Journal. The company has entered a bid and indicated it would accept a scaled-back arrangement with the agency. The auction's calendar compounds Amazon 's difficulty: with winners named no earlier than midyear and binding agreements not locked in until late in the third quarter, the company says it would have alm...

Children at a primary school in eastern France found a strange attraction next to their playground this week: a skeleton sitting upright, peeking out the top of a circular pit. It is the latest in a series of bodies discovered in the city of Dijon that were buried in a seated position facing west. Scientists are trying to work out why the ancient and little-understood Gauls chose to bury some of its dead in this manner – and whether the people were buried alive. The latest skeleton, which is remarkably well-preserved, was found next to the Josephine Baker primary school. View image in fullscreen Five tombs of Gauls buried in a seated position have been discovered in central Dijon. Photograph: Frederic Bourigault/AFP/Getty Images Similar to four others unearthed nearby earlier this month, it is sitting upright at the bottom of a one-metre-wide pit. The skeleton’s hands are resting in its lap. Like the others, its back is against the eastern wall, its gaze directed westward. Last year, 13 other skeletons were discovered around 20 metres away at the same construction site. The bodies are believed to date from around 300BC to 200BC. Over the last 30 years, archaeological digs have revealed that Dijon was once a special place for the Gauls, a Celtic group of people perhaps best known for the French comic “Asterix and Obelix”. The Gauls first emerged in roughly the fifth century BC, spreading over swathes of modern-day France, Belgium, Switzerland and further east. Little is known about their culture beyond the writings of others- and these can be biased, such as those recorded by the Roman emperor Julius Caesar, who conquered the Gauls in 50BC. View image in fullscreen Except for one armband which dates the settlement to the Gallic period, no personal belongings or ornaments were found among the Dijon bodies. Photograph: Frederic Bourigault/AFP/Getty Images Including earlier discoveries in 1992, around 20 tombs with sitting Gauls have been discovered in a small area of D...

Palantir Technologies (NASDAQ:PLTR - Get Free Report) had its price target upped by UBS Group from $180.00 to $200.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage currently has a "buy" rating on the stock. UBS Group's target price would indicate a potential upside of 28.21% from the company's previous close. Several other research analysts have also recently commented on the stock. Wall Street Zen cut shares of Palantir Technologies from a "buy" rating to a "hold" rating in a report on Friday, November 28th. Daiwa Securities Group upgraded Palantir Technologies from a "neutral" rating to a "buy" rating and set a $180.00 price objective on the stock in a report on Tuesday, February 10th. HSBC raised Palantir Technologies from a "hold" rating to a "buy" rating and set a $205.00 target price on the stock in a research report on Tuesday, February 3rd. Weiss Ratings downgraded Palantir Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a report on Thursday, January 15th. Finally, Truist Financial initiated coverage on shares of Palantir Technologies in a research note on Tuesday, January 6th. They issued a "buy" rating and a $223.00 price target on the stock. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $196.32. Get Palantir Technologies alerts: Sign Up Get Our Latest Stock Analysis on Palantir Technologies Palantir Technologies Stock Up 0.6% Shares of PLTR stock opened at $156.00 on Wednesday. The firm has a 50 day moving average of $152.07 and a two-hundred day moving average of $168.84. The stock has a market capitalization of $373.10 billion, a PE ratio of 246.91, a P/E/G ratio of 3.03 and a beta of 1.70. Palantir Technologies has a 52 week low of $66.12 and a 52 week high ...

Industrial stocks make up the backbone of the global economy. Even though sectors such as software or consumer brands may grab the headlines, none of their success would be possible without the know-how of the global industrial base, making them underrated investment opportunities for your portfolio. What makes industrials difficult is the cyclical nature of end-market demand, which can make timing investments in these stocks tricky. The key is to buy high-quality businesses in sectors poised for growing demand in the years ahead. Using this framework, here are two top industrial stocks you can buy for your portfolio right now. Managing the housing cycle A sector that has faced compressing demand in the United States is housing. After the pandemic boom in home buying, rising mortgage rates and high home prices have made it unaffordable for the vast majority of Americans to purchase a home, freezing the sector and keeping people renting. This has impacted homebuilders such as Lennar Corp. (LEN 0.02%). Its revenue follows the housing cycle, booming during 2021 and 2022 before stalling out in recent years. Due to affordability concerns and the current surge in renting, Lennar has been forced to increase buyer incentives to sustain demand, which is impacting its profit margins. Gross margin has slipped to 17% compared to close to 30% at its peak. Operating margin has gone from 20% to a measly 6.5% over the last 12 months. Expand NYSE : LEN Lennar Today's Change ( -0.02 %) $ -0.02 Current Price $ 97.01 Key Data Points Market Cap $24B Day's Range $ 95.89 - $ 97.54 52wk Range $ 92.17 - $ 144.24 Volume 130K Avg Vol 3.1M Gross Margin 17.07 % Dividend Yield 2.06 % Whether this year, next year, or somewhere down the line, housing market activity will pick up as supply and demand align once again. Once this happens, demand for Lennar's services will increase, leading to growing revenue along with simultaneous margin expansion. Combined, this will lead to soaring levels of profi...

Key Points Industrial stocks can be attractive if you buy before an upswing in demand. Lennar Corp. will benefit when the housing market recovers. Lockheed Martin is seeing increased demand for its various defense contracts. 10 stocks we like better than Lockheed Martin › Industrial stocks make up the backbone of the global economy. Even though sectors such as software or consumer brands may grab the headlines, none of their success would be possible without the know-how of the global industrial base, making them underrated investment opportunities for your portfolio. What makes industrials difficult is the cyclical nature of end-market demand, which can make timing investments in these stocks tricky. The key is to buy high-quality businesses in sectors poised for growing demand in the years ahead. Using this framework, here are two top industrial stocks you can buy for your portfolio right now. 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 » Managing the housing cycle A sector that has faced compressing demand in the United States is housing. After the pandemic boom in home buying, rising mortgage rates and high home prices have made it unaffordable for the vast majority of Americans to purchase a home, freezing the sector and keeping people renting. This has impacted homebuilders such as Lennar Corp. (NYSE: LEN). Its revenue follows the housing cycle, booming during 2021 and 2022 before stalling out in recent years. Due to affordability concerns and the current surge in renting, Lennar has been forced to increase buyer incentives to sustain demand, which is impacting its profit margins. Gross margin has slipped to 17% compared to close to 30% at its peak. Operating margin has gone from 20% to a measly 6.5% over the last 12 months. Whether this year, next year, or somewhere down the line, housing...

Corning is benefiting from a surge in demand for broadband connectivity, which has led to a wide proliferation of fiber infrastructure throughout the country. There are several secular drivers of the fiber optic solutions business, primarily the increasing use of mobile devices that require efficient data transfer and low-latency networking systems. Since optical networks are more efficient and most existing networks are copper-based, the demand for optical solutions is particularly strong. Corning offers several products focused on the data center, with a portfolio consisting of optical fiber, hardware, cables and connectors, enabling it to meet the evolving customer needs. The growing adoption of innovative optical connectivity products for generative AI applications is expected to be a key growth driver in the Optical Communication segment. Corning has launched an advanced cellular indoor solution dubbed Everon 5G Enterprise Radio Access Network. It efficiently supports multiple mobile operators over a common network. This marks a major shift from legacy solutions that deliver cellular connectivity for only one operator at a time. The solution lowers the cost of ownership by approximately 50% and reduces installation time by up to 75%. Owing to its capability of delivering reliable cellular coverage in high-density environments, it has multiple use cases in hospitals, hotels, airports and beyond. However, end-market diversification is limited within the Display and Optical segments, which account for more than half of total revenues. Since the Display Technologies and Specialty Materials segments are largely dependent on consumer spending, particularly on LCD TVs and mobile PCs, this narrows down the market. Building a significant market position in China amid a bitter U.S.-China trade relationship, with heightened risk of the imposition of tariffs, can adversely impact its operations. Corning Incorporated GLW and Qualcomm Incorporated QCOM are key players in the...

Corning Incorporated GLW and Qualcomm Incorporated QCOM are key players in the 5G ecosystem. Corning supplies critical fiber optics solutions and is a leading innovator in the glass substrate industry. In addition to being a pioneer in Gorilla Glass technology, the company manufactures specialty materials, including various formulations for glass, glass ceramics and fluoride crystals for specific industrial and commercial applications. It also manufactures optical fibers, glass substrates for LCD and PC displays, automotive glass solutions and various laboratory equipment. Qualcomm offers high-performance, low-power chip designs for mobile devices, PCs, XR (Extended Reality), automotive, wearable, robotics, connectivity and AI use cases. The company boasts a comprehensive intellectual property portfolio comprising 4G, 5G and other technologies. Qualcomm’s brands include Snapdragon systems-on-chip, FastConnect Wi-Fi and Bluetooth systems, and Qualcomm-branded 4G, 5G and IOT equipment. The company is currently integrating on-device generative AI into each of its product lines. Let us delve a little deeper into the companies’ competitive dynamics to understand which of the two is relatively better placed in the industry to warrant a place in your investment portfolio. The Case for GLW Corning is benefiting from a surge in demand for broadband connectivity, which has led to a wide proliferation of fiber infrastructure throughout the country. There are several secular drivers of the fiber optic solutions business, primarily the increasing use of mobile devices that require efficient data transfer and low-latency networking systems. Since optical networks are more efficient and most existing networks are copper-based, the demand for optical solutions is particularly strong. Corning offers several products focused on the data center, with a portfolio consisting of optical fiber, hardware, cables and connectors, enabling it to meet the evolving customer needs. The growing a...

Image source: The Motley Fool. March 18, 2026 at 9 a.m. ET Call participants Chairman & Chief Executive Officer — Jeffrey L. Harmening Chief Financial Officer — Kofi A. Bruce Group President, North America Retail — Dana C. McNabb Vice President, Investor Relations — Jeff Siemon Takeaways Portfolio activity -- Approximately one-third of General Mills GIS 0.90% ) -- Approximately one-third of Price mix -- Dana C. McNabb stated that price mix was down, attributing this to base shelf price investments rather than promotion, and indicated "we do expect to get back to price mix growth in fiscal 2027." -- Dana C. McNabb stated that price mix was down, attributing this to base shelf price investments rather than promotion, and indicated "we do expect to get back to price mix growth in fiscal 2027." Innovation contribution -- New products comprise about 25% or slightly higher of North America Retail segment sales, and 20%-25% for the total portfolio, with several cited launches (e.g., protein-fortified Cheerios, stand-up pouch for Love Made Fresh). -- New products comprise about 25% or slightly higher of North America Retail segment sales, and 20%-25% for the total portfolio, with several cited launches (e.g., protein-fortified Cheerios, stand-up pouch for Love Made Fresh). Love Made Fresh distribution -- Management reported surpassing 5,000 coolers in distribution and highlighted that the launch of a stand-up resealable pouch—which represents 55% of fresh sales and delivers twice the dollar value of rolls—should bolster sales turns. -- Management reported surpassing 5,000 coolers in distribution and highlighted that the launch of a stand-up resealable pouch—which represents 55% of fresh sales and delivers twice the dollar value of rolls—should bolster sales turns. Segment dynamics -- Salty snacks in North America Retail achieved double-digit dollar growth in the third quarter, offset by significant declines in hot snacks (Totino’s) due to pack architecture changes and ongoi...

There are only a few of his tribe left in France, he says. His Hittler cousins in Alsace all had girls, so the name is disappearing there. One of his sons pronounces the name "Hit-lay", in order to escape embarrassment, and his grandchildren have taken their mothers' names.

安德里亚・奥塞尔称：目标是开启对话，降低两家银行间的误解 要点速览 裕信银行为打破双方长达 18 个月的僵局，向德国商业银行提出 347 亿欧元 收购报价。 意大利裕信银行（UniCredit）首席执行官安德里亚・奥塞尔表示，该行今后将对德国商业银行（Commerzbank）采取 更主动的姿态 ，如果双方能就共同方案达成一致，不排除修改收购要约条款。 本周早些时候，裕信银行正式提出收购方案，对德国商业银行的整体估值约为 347 亿欧元（合 400.5 亿美元） ，旨在打破自 2024 年裕信成为这家德国竞争对手股东以来，双方持续陷入的僵局。 德国商业银行表示，并未就此次要约与裕信进行磋商，并重申其 独立发展前景 。该行首席执行官贝蒂娜・奥洛普随后称，对要约的 “低价” 感到意外。 奥塞尔周三在伦敦 摩根士丹利 会议上表示，此次要约的主要目的，是通过与德国商业银行高管、员工代表、德国政府、股东及客户沟通， 打破困扰两家银行 18 个月的僵局 。 “我们的目标是开启为期 12 周的沟通与对话，把所有底牌摆在桌面上，力争通过沟通形成 共同愿景、共同战略、共同方案 ，获得各方支持；至少能降低因相互误读产生的误解与焦虑。” 奥塞尔称，“这才是双赢。” 欧洲午间交易中，德国商业银行股价上涨 4.5% ，裕信银行上涨 1.25% 。 奥塞尔列出此次要约的三种可能结果： 第一种：裕信银行维持对德国商业银行 ** 略低于 30%** 的持股不变，或小幅增持但不实现控股。他表示，这种情况下唯一的变化是，裕信将更主动地为这家德国银行的未来发展分享观点。 另外两种可能性较低：裕信取得德国商业银行的控股权，甚至接近可完成并购的程度。 奥塞尔表示，裕信目前 暂不考虑提高报价溢价 ，但会根据与德国商业银行的沟通情况及进展， 调整方案 。 尽管要约的正式完成要等到明年，但奥塞尔称，裕信预计在 今年 6 月 就能知晓结果。 责任编辑：郭明煜

格隆汇3月18日丨京东云宣布：全系核心产品不涨价，并将对多款产品实施更大力度优惠。京东云作出如下承诺：1.价格稳定，绝不跟风：明确拒绝跟风涨价，现有云主机、AI算力、存储、网络等全系核心产品价格保持稳定，不新增涨价项、不提高收费标准，保障客户现有业务成本可控。2.下调多款产品价格，持续让利：全系产品在保持稳定性能与服务质量的前提下，还将对数据库、中间件等多款产品实施更大力度的优惠措施，平均降幅超16%，最高降幅达40%，以更优性价比回馈客户。3.服务不打折，保障不缺位：坚守服务质量底线，7×24小时技术支持、快速故障响应、免费迁移协助等服务持续升级，确保客户在低成本用云的同时，享受安全、稳定、高效的云服务体验。

乌克兰自主无人机集群软件和人工智能解决方案提供商Swarmer公司（ 纳斯达克 ：SWMR）周一将其首次公开募股价格定为每股5美元，筹集约1500万美元。这家无人机自主软件公司在国防需求上升之际，寻求扩大运营规模并增强产品能力。 该公司提供了300万股，所得资金将专门用于招聘、产品开发、与无人机硬件制造商的整合以及一般公司用途。 Swarmer的技术于2024年4月首次在乌克兰的作战行动中部署。 自那时起，它已完成超过10万次作战任务，生成了TB级的专有数据。 Swarmer总部位于德克萨斯州奥斯汀，在乌克兰、波兰和爱沙尼亚维持运营和团队。 Swarmer近期IPO首秀表现强劲 据报道，Swarmer股价在上市首日大幅飙升，盘中一度上涨700%，最终收涨520%，报31美元。 此次上涨引发了多次波动性暂停，包括在交易开始后不久，当股价短暂下跌超过10%后急剧反弹时。 这一表现标志着美国市场近期历史上最强劲的IPO首秀之一，引发了与Newsmax公司（纽约证券交易所：NMAX）的比较，后者去年同样经历了强劲的上市表现。 国防开支利好提振投资者对Swarmer的兴趣 该报道进一步补充说，Swarmer的强劲首秀正值投资者日益关注国防技术，特别是现代战争中使用的软件驱动的自主系统。 随着地缘政治紧张局势加剧和全球军费开支增加，该领域获得了关注，美国国防股在去年强劲表现后，其涨势延续至2026年。 对低成本、无人系统的日益重视进一步加速了对开发人工智能驱动军事解决方案的公司的兴趣。 五角大楼推动自杀式无人机 据报道，为强化这一势头，五角大楼据称正在寻求大规模生产一种名为Lucas的单向攻击无人机。 这种无人机以伊朗的沙希德系统为蓝本，已被美国在中东部署。这一推动突显了现代冲突中向可扩展、成本效益高的武器系统更广泛转变。 总之，这些发展突显了一个快速演变的国防格局——在这个格局中，软件、自主性和可负担性正在重塑战场策略，并推动投资者对像Swarmer这样的公司的热情。 责任编辑：张俊 SF065

The State Street SPDR Dow Jones REIT ETF (RWR 0.76%) and Xtrackers International Real Estate ETF (HAUZ 0.86%) differ most in their geographic exposure, cost, and recent performance, with HAUZ delivering stronger one-year returns and a higher yield, but lagging in five-year growth. Both RWR and HAUZ aim to provide broad real estate exposure, but their approaches set them apart: RWR concentrates on U.S. real estate investment trusts (REITs), while HAUZ captures a much wider universe of international real estate equities. This comparison looks at cost, returns, risk, liquidity, and portfolio makeup to help investors decide which may better fit their needs. Snapshot (cost & size) Metric RWR HAUZ Issuer SPDR Xtrackers Expense ratio 0.25% 0.10% 1-yr return (as of Mar. 18, 2026) 9.6% 19.6% Dividend yield 3.4% 4.0% Beta 1.1 0.95 AUM $1.7 billion $1.1 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. HAUZ stands out as the more affordable option with a lower expense ratio, and it also offers a higher dividend yield, which could appeal to cost-conscious investors seeking stronger income potential. Expand NYSEMKT : RWR SPDR Series Trust - State Street SPDR Dow Jones REIT ETF Today's Change ( -0.76 %) $ -0.80 Current Price $ 104.72 Key Data Points Day's Range $ 104.72 - $ 105.25 52wk Range $ 83.14 - $ 109.24 Volume 31K Performance & risk comparison Metric RWR HAUZ Max drawdown (5 y) -32.58% -34.53% Growth of $1,000 over 5 years $1,087 $850 What's inside HAUZ tracks a globally diversified real estate index, investing in 445 companies across developed and emerging markets outside the U.S. The fund is dominated by real estate (96%), with minor allocations to industrials and communication services. Its largest holdings include Goodman, Mitsubishi, and Mitsui Fudosan. At 12 years old, HAUZ offers significant breadth for international real estate expos...

monsitj/iStock via Getty Images Streamex ( STEX ) is one of many companies trying to capitalize on the real-world asset tokenization opportunity. The company has chosen to initially focus on gold, with differentiation coming from the provision of yield, although this comes at the cost of counterparty risk, which isn't well understood. I don't necessarily expect this to dent demand, though, and early indicators seem to back this up. Despite this, initial tokenization volumes are insufficient to justify Streamex's current market capitalization, and I believe that there is a material risk of value capture falling short of management expectations. Revenue will begin to ramp up in the next few quarters, and margins should be fairly solid given the nature of Streamex's business. This could provide some support to the stock, but this must be weighed against fading investor interest in the tokenization narrative. As a result, I expect Streamex's stock to continue to grind lower in coming years. Market Tokenization is when a digital asset on a blockchain is used to represent a physical asset. Potential benefits of this include: Fractional trading 24/7 trading globally Instantaneous settlement Improved liquidity for illiquid assets Interest also likely stems largely from the fees that come with greater trading volumes. While the growth of tokenized assets has been strong in recent years, this has been dominated by stablecoins so far. There is growing interest in tokenizing assets like MMFs (Money Market Funds), equities, and gold, though. Streamex's initial focus is on gold, although the company appears set to try and tokenize a range of commodities over the long run. The global gold market is worth tens of trillions of dollars , and daily trading volume in gold bullion totals around 550 billion USD. The market capitalization of gold ETFs is also over 400 billion USD. While tokenization is growing rapidly, only around 6 billion USD of the gold market has been tokenized so far...

Dennis Diatel Photography/iStock Editorial via Getty Images Since Michael Saylor’s Strategy ( MSTR ) successfully deployed the digital asset treasury company (DATCo) playbook with bitcoin ( BTC-USD ), we’ve seen similar DATCos sprout up for the other crypto majors. For the Solana blockchain and its native cryptocurrency SOL ( SOL-USD ), the equivalent is Forward Industries ( FWDI ), a DATCo formed via a $1.65bn private investment in public equity ( PIPE ), led by Galaxy Digital ( GLXY ), Jump Crypto, and Multicoin Capital last September. Today, FWDI is no longer a sleepy “global design company”. Instead, it is the world’s largest listed SOL holder with a ~7m SOL corporate treasury (or ~$600m at time of writing) – by comparison, the second and third-largest listed holders, Solana Company ( HSDT ) and DeFi Development Corp ( DFDV ) hold ~2.3m and ~2.2m SOL, respectively. Coingecko Like the other DATCos, the goal here is to grow its SOL per share over and above a passive staked SOL benchmark (note that SOL can be staked for a % yield). In SOL terms, so far so good; per its latest earnings report, FWDI is indeed pacing above its benchmark. In dollar terms, however, not so good, as the recent months’ crypto drawdown has left FWDI sitting on a near $1bn paper loss. Coingecko FWDI stock has been punished in tandem and now trades at a record 20-30% discount to mNAV (i.e., Market-to-Net-Asset-Value or the company’s market capitalization relative to its underlying SOL treasury holdings). For context on how “cheap” this is, recall that mNAV peaked at just over 2x last year. with key peer DFDV trading up to an even higher ~6x. Forward Industries In sum, sentiment seems overly bearish today. This despite Solana’s value proposition of cheap and fast transactions remaining firmly intact. Thus, it’s as good a time as any, in my view, to reassess the FWDI investment case. The Built-in Yield Engine 1. Native Staking One of the key things to note here is that FWDI’s asset of choice, S...

The Greens have not specified how they would like the energy bill support to be delivered, but says its estimated £8.4bn price tag for the intervention is based on prices rising by up to £300 per household after the cap is repriced.

BackyardProduction/iStock Editorial via Getty Images Strong exchange-traded fund inflows and a sharp reduction in bearish positioning are signaling improving sentiment across crypto markets, although Bitcoin's ( BTC-USD ) potential transition into a safe-haven asset remains unproven, according to Stan Low, operations and research lead at Grvt. Low said Bitcoin ETF flows have remained firmly positive, with roughly $795.7M in net inflows over six consecutive sessions and no outflows, while Ether funds attracted a further $204.6M. The sustained inflows suggest institutional demand has held up despite recent volatility and geopolitical uncertainty. Derivatives data also points to a more constructive backdrop, with open interest in short positions dropping meaningfully for both bitcoin and ether, indicating a pullback in bearish bets. Long positioning, however, remains elevated, leaving the market vulnerable to sharper downside moves in the event of long liquidations. At the same time, options markets continue to show a pronounced skew toward downside protection, highlighting persistent demand for hedging and signaling that investors are not fully convinced the recent recovery will hold. Low also flagged a shift in relative performance, with ether beginning to outperform bitcoin after lagging in previous weeks, suggesting a broader-based participation in the rebound rather than a bitcoin-led move alone. Despite the improving tone, Low cautioned that it is too early to confirm a structural shift in bitcoin’s role toward that of a geopolitical hedge. Ongoing uncertainty, particularly around U.S.-Iran tensions, remains the dominant macro driver and could quickly reverse gains. Given the mixed signals across flows, derivatives, and macro conditions, Low said a “wait-and-see” approach may now be warranted even for risk-neutral investors, as markets look for clearer confirmation that the recent improvement in sentiment can be sustained. More on crypto Bitcoin Vulnerable: Fed M...

When China leveraged its dominance in rare earths to retaliate against US tariffs last year, the disruption to factory operations in America and Europe underscored the vulnerability of Western companies’ supply chains. While the trade truce agreed between the two countries included an easing of China’s export controls on rare earths, firms are still looking for alternative sources, and governments are treating diversification of supply as a matter of national and economic security. That’s an opportunity for Brazil. Latin America’s biggest economy is home to roughly a quarter of the world’s reserves of rare earths — 17 metallic elements that are crucial for a whole host of technologies, including smartphones, electric vehicles and military drones. Brazil has yet to scratch the surface of its rare earths potential, accounting for just 0.5% of global production last year. But that share could start to tick up as more foreign investors provide financing to help projects progress from exploration to production. How big are Brazil’s rare earth reserves? Brazil has around 21 million metric tons of rare earth reserves — deposits that can be economically extracted — according to the US Geological Survey. The country’s reserves are the second-largest in the world, although they’re still less than half the size of leader China. Brazil’s rare earths are mainly found in what’s known as ionic clay deposits, meaning they’re loosely attached to the surface of clay particles rather than being trapped inside hard rock. This makes extraction and initial processing easier and cheaper. Ionic clay is typically richer in the “heavy” rare earths that are almost exclusively produced by China right now. Heavy rare earths, such as dysprosium and terbium, are usually less abundant and more valuable than lighter varieties. They’re used in the permanent magnets that are essential components in electric cars, wind turbines, data centers and fighter jets. What’s the current scale of Brazil’s rare ...

Royal Opera House, London The third opera of Barrie Kosky’s Ring cycle again places the naked ancient earth goddess centre stage in a thoughtful and deft production that boasts an excellent cast and orchestral playing that captures the score’s complex colours The first thing we see is the feet. They sway gently, forward and back, as the curtain slowly rises on the third instalment of Wagner’s Ring cycle to reveal their owner, sat on a swing hanging from a gnarled tree. Wedged precariously in its scorched branches is the treehouse where the dwarf Mime has been raising the hero-in-waiting Siegfried. And whose feet are they? If you’ve been following Barrie Kosky’s production of the Ring since it began with Das Rheingold two and a half years ago, you won’t need me to tell you that they belong to Erda, the earth goddess. Again, she’s a silent but mesmerising presence courtesy of the octogenarian actor Illona Linthwaite. And again she is on stage, naked, for most of this opera’s four-and-a-half hours: smiling at Siegfried as the sparks fly from the sword he’s reforging on a Heath Robinson furnace in the first act; serenely tending the flowers that carpet the meadow where he eventually awakens Brünnhilde in the final act. Continue reading...

大商所乙二醇主力合约大涨8%，报5271元/吨。

TSMC Extends Lead In Foundry Market The firm noted that Taiwan Semiconductor retained a dominant 72% market share, supported by strong demand across advanced nodes and new technology rollouts. In comparison, Samsung held the second spot with a 7% share as it worked to improve yields and gain traction in newer processes. Semiconductor Manufacturing International Corporation ranked third with a 5.3% share, posting record quarterly revenue, driven by solid domestic demand and capacity expansion. Outlook Signals Continued Growth Momentum Looking ahead, Counterpoint expects higher utilization across both advanced and mature manufacturing segments, along with rising wafer prices, to further support industry revenue growth in 2026. For Taiwan Semiconductor, this kind of dataset matters because it frames whether the company is defending (or expanding) its scale advantages as customers ramp advanced-node and AI-related orders. The report’s emphasis on “pure foundry” share is also a reminder that investors often treat Taiwan Semiconductor as the bellwether for outsourced chip manufacturing, where mix and capacity utilization can swing sentiment quickly. Technical Analysis TSM is trading 3.5% below its 20-day SMA but 8.1% above its 100-day SMA, keeping the longer-term trend constructive even as the stock digests recent gains. Shares are up 99.84% over the past 12 months and are closer to their 52-week highs than their lows, trading in a $134.25 to $390.20 range. RSI is at 47.11, in neutral territory, suggesting momentum has cooled from the late-February push. MACD is at -2.1575 versus a signal line of 1.3900, a bearish configuration that points to softer trend pressure until the lines begin converging again. With RSI below 50 and MACD bearish, the combined read is mixed momentum. Key Resistance : $380.00 : $380.00 Key Support: $332.00 Earnings & Analyst Outlook Looking further out, the next major catalyst for the stock arrives with the April 16, 2026 (estimated) earnings repor...

As someone who writes about retirement on a regular basis, I'm well aware that healthcare is an important expense to plan and save for. I also know that even once Medicare kicks in, the costs retirees face for healthcare bills can be huge. For this reason, I used to be a big plan of signing up for Medicare Advantage. Medicare Advantage plans are offered by private insurers as an alternative to original Medicare. And they offer a few key perks. First, Medicare Advantage plans commonly offer supplemental benefits beyond what original Medicare covers. Original Medicare, for example, won't pay for dental care, eye exams, or hearing aids, whereas many Medicare Advantage plans will. The savings alone from that added coverage could be huge. Medicare Advantage plans also put a cap on annual out-of-pocket spending. With original Medicare, there's no yearly out-of-pocket maximum. For these reasons, I used to think Medicare Advantage was the best option for retirees as far as health coverage goes. But here's why I've since changed my tune. Medicare Advantage has restrictions While Medicare Advantage certainly has its perks, these plans tend to come with strict rules that could make it harder for enrollees to get the care they need. First, it's common for Medicare Advantage plans to require prior authorization for diagnostic services and treatments. That added step can not only create an administrative burden, but cause a delay in care, leading to potentially worse outcomes for patients. And even in situations when a delay in care isn't catastrophic, it can still be stressful. Who wants to deal with having to go back and forth with an insurer when you're trying to get treated for a disease or injury? Another issue with Medicare Advantage plans is that they limit enrollees to specific provider networks. Going outside your plan's network could mean having to pay a small fortune for care. But being stuck within a given network could mean having to forgo access to the providers you...

Key Points Medicare Advantage plans are offered by private insurers as an alternative to original Medicare. They commonly offer extra benefits and put caps on annual out-of-pocket spending. They also come with strict rules that could be an impediment to getting care. The $23,760 Social Security bonus most retirees completely overlook › As someone who writes about retirement on a regular basis, I'm well aware that healthcare is an important expense to plan and save for. I also know that even once Medicare kicks in, the costs retirees face for healthcare bills can be huge. For this reason, I used to be a big plan of signing up for Medicare Advantage. Medicare Advantage plans are offered by private insurers as an alternative to original Medicare. And they offer a few key perks. 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 » First, Medicare Advantage plans commonly offer supplemental benefits beyond what original Medicare covers. Original Medicare, for example, won't pay for dental care, eye exams, or hearing aids, whereas many Medicare Advantage plans will. The savings alone from that added coverage could be huge. Medicare Advantage plans also put a cap on annual out-of-pocket spending. With original Medicare, there's no yearly out-of-pocket maximum. For these reasons, I used to think Medicare Advantage was the best option for retirees as far as health coverage goes. But here's why I've since changed my tune. Medicare Advantage has restrictions While Medicare Advantage certainly has its perks, these plans tend to come with strict rules that could make it harder for enrollees to get the care they need. First, it's common for Medicare Advantage plans to require prior authorization for diagnostic services and treatments. That added step can not only create an administrative burden, but cause a delay in...

British lawmakers are pushing the government to legislate against crypto currency donations to political parties, amid growing concerns about the influence of foreign states including the US. The UK government should impose an immediate ban until better rules can be put in place, Parliament’s Joint Committee on the National Security Strategy said in a report published Wednesday. It said it could “no longer rule out the possibility of foreign states mounting a serious effort to influence political processes,” adding, “there is also deepening uncertainty about the trajectory of the current US administration, which has stated ambitions to shape the political direction of its allies.” The report cited the Trump administration’s explosive National Security Strategy of November, which set out ambitions for “cultivating resistance to Europe’s current trajectory within European nations.” Read More: Trump’s New Security Strategy Rages at Allies Instead of US Foes Data provided to the committee by the UK’s Electoral Commission showed that 0.5% of the £66.7 million ($89 million) in donations received by political parties between July 2024 and September 2025 were deemed impermissible and returned to donors with overseas addresses. But the report said those figures were “probably incomplete,” with flows from Russia and others likely going undetected. Parties must declare donations or aggregated donations exceeding £11,180 ($15,000) from a single source over a calendar year. Nigel Farage ’s Reform party has been out-raising — and out-polling — rivals, according to the most recently available data, and announced that it had started accepting donations in crypto currency in May of last year. With the next general election needing to be held by the middle of 2029, “foreign influence risks are only likely to grow, the nearer we get,” said Matt Western, chair of the joint committee.

Greif delivers industrial packaging and logistics solutions to global customers across sectors from chemicals to agriculture. EVR Research LP established a new position in Greif (GEF 1.99%) during the fourth quarter, acquiring 175,000 shares in a trade estimated at $11.85 million based on quarterly average pricing, according to a February 17, 2026, SEC filing. What happened According to its SEC filing dated February 17, 2026, EVR Research LP initiated a new position in Greif by purchasing 175,000 shares. The estimated value of the acquired stake was $11.85 million, based on the average price during the quarter. The net position change for Greif in the portfolio was $11.85 million at quarter-end, a figure reflecting both the transaction and market price shifts. What else to know This was a new position for EVR Research LP, now representing 6.39% of its 13F reportable assets under management Top holdings after the filing: NYSE: DAN: $17.34 million (9.4% of AUM) NYSE: WKC: $17.34 million (9.4% of AUM) NYSE: CPS: $12.31 million (6.6% of AUM) NYSE:GEF: $11.85 million (6.4% of AUM) NYSE: MEC: $11.33 million (6.1% of AUM) As of Wednesday, shares of Greif were priced at $65.28, up 17% over the year and fairly in line with the S&P 500’s roughly 19% gain in the same period. Company overview Metric Value Price (as of Wednesday) $65.28 Market Capitalization $3.7 billion Revenue (TTM) $5.4 billion Net Income (TTM) $190 million Company snapshot Greif produces and sells industrial packaging products, including steel, fiber, and plastic drums, intermediate bulk containers, containerboards, corrugated sheets, and manages timber properties. The firm generates revenue through the manufacturing and distribution of packaging solutions, as well as providing logistics, warehousing, and land management services. It serves a diversified customer base across chemicals, food and beverage, agriculture, automotive, building products, and related industrial sectors worldwide. Greif, Inc. is a gl...

"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Isabelle Mateos y Lago, BNP Paribas, Group Chief Economist; Sander van‘t Noordende; Randstad CEO; Charles Lichfield, Atlantic Council, Director of Economic Foresight and Analysis; Daniel Tannebaum, Oliver Wyman, Partner & Global Anti-Financial Crime Practice Leader; Douglas Rediker, International Capital Strategies, Managing Partner. (Source: Bloomberg)

Today, after the market closes, Micron Technology will release its results for the second quarter of fiscal year 2026. This event is closely watched not only by investors but also by the entire semiconductor industry and participants in the artificial intelligence sector. The Micron report has the potential to set the tone for the high-bandwidth memory segment, particularly in the context of rising demand for DRAM, NAND, and HBM in AI-powered data centers. Expectations for Micron are extremely high. Analysts’ consensus forecasts revenue around 19.4 billion dollars, representing roughly 150 percent year-on-year growth, and earnings per share of approximately 8.7 USD. Gross margin is expected at about 69 percent, with an operating margin of 62 percent. Market expectations Q2 FY26 revenue: 19.4 billion USD (150% y/y) EPS: 8.7 USD Gross margin: 69% Operating margin: 62% Guidance for the next quarter Q3 FY26 revenue: approximately 23.8 billion USD, gross margin above 71%, EPS around 11 USD Analysts anticipate a record-breaking beat of consensus estimates and a strong increase in memory prices driven by AI-related demand. Projections for Q3 also reflect revenue of 23.8 billion USD, gross margin above 71 percent, and EPS around 11 USD. Such high figures highlight the exceptional nature of the current memory supercycle, fueled primarily by AI investments and constrained supply. Market position and significance for the semiconductor sector In 2026, Micron shares have already risen by around 60 percent, following an almost threefold increase in 2025. Many competitors in the semiconductor industry posted only moderate gains by comparison. Micron’s market capitalization has exceeded 500 billion dollars, surpassing companies such as Oracle and placing the firm among the world’s leading memory manufacturers. Rising prices and strong demand for data center memory allow Micron to maintain control over revenues and margins. Its strong position in the high-bandwidth memory segment gi...

JHVEPhoto/iStock Editorial via Getty Images Twenty months ago I rated Loblaw Cos. Ltd ( L:CA ) as a Hold. Since that time it has outperformed both the Canadian and US markets, albeit only to a minor degree. It has also outperformed its parent and majority owner, George Weston Ltd ( WN:CA ), as well as Choice Properties REIT ( CHP.UN:CA ). Choice Properties was formed when Loblaw transferred its property holdings into it, and it now acts as Loblaw’s landlord. It should be noted that Weston also owns a majority stake in Choice Properties, and although Loblaw no longer owns its stores and logistics centers, the strategic interests of both entities are largely aligned. Readers who want a comprehensive overview of the group are referred to this article . Graph 1 - Select Canadian Stocks vs. the TSX and S&P 500 Data by YCharts When looked at over longer terms, Loblaw's outperformance is more striking. In the past three years, Loblaw has had a 130% price return, versus 81% for the TSX Composite Index, and 79% for the S&P 500 . Recent weakness in L:CA offers an opportunity for investors seeking medium to long-term exposure to Canada and / or to the grocery to establish a position. However, uncertainty over the near-term prospects for the Canadian economy is concerning. So, while I believe that the company's long-term prospects are attractive, and I had considered upgrading the stock to a Buy, I instead maintain my rating of Hold. I. Q4 2025's Results Loblaw released its most recent Quarterly results on February 25, 2026. At first glance the market reaction seems to be overdone. Graph 2 - Total Return One Month Data by YCharts Consider, From time to time, Loblaw has timing anomalies in its fiscal year, and FY 2025, which ended on January 3, 2026, contained 53 weeks. The figures below reflect a 12 week quarter (as opposed to the actual 13 weeks) so that they are directly comparable to Q4 2024. On a 12-week basis, Quarterly Revenue was $16.38 billion, a 3.5% YoY increase. This...