格隆汇3月19日｜美联储降息概率继续走低，利率期货定价今年降息幅度减少至13个基点，此前鲍威尔新闻发布会结束时定价为17个基点。

Tom Michaud, president and CEO of Keefe Bruyette & Woods, joins Dani Burger on "Bloomberg Deals." Michaud says, a “generational change in regulation” is set to fuel consolidation across financial services as policymakers ease pressure on banks. (Source: Bloomberg)

交易员预计：美联储今年降息概率仅仅50%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

May NY world sugar #11 (SBK26) on Wednesday closed up +0.35 (+2.42%), and May London ICE white sugar #5 (SWK26) closed up +11.40 (+2.68%). Sugar prices rallied sharply on Wednesday, with NY sugar posting a 1.5-month high and London sugar posting a 4.75-month high. Soaring gasoline prices are boosting ethanol prices and are bullish for sugar. Gasoline (RBJ26) rallied to a 3.5-year high on Wednesday, which may encourage the world's sugar mills to increase ethanol production at the expense of sugar. Don’t Miss a Day: Earlier this month, sugar prices plunged to 5.25-year nearest-futures lows on concern that a global sugar surplus will persist. On February 11, analysts from sugar trader Czarnikow said they expect a global sugar surplus of 3.4 MMT in the 2026/27 crop year, following an 8.3 MMT surplus in 2025/26. Also, Green Pool Commodity Specialists said on January 29 that they expect a 2.74 MMT global sugar surplus for 2025/26 and a 156,000 MT surplus for 2026/27. Meanwhile, StoneX said February 13 that it expects a global sugar surplus of 2.9 MMT in 2025/26. The International Sugar Organization (ISO) on February 27 forecasted a +1.22 MMT (million metric ton) sugar surplus in 2025-26, following a -3.46 MMT deficit in 2024-25. ISO said the surplus is being driven by increased sugar production in India, Thailand, and Pakistan. ISO is forecasting a +3.0% y/y rise in global sugar production to 181.3 million MMT in 2025-26. Signs of lower sugar output in Brazil are supportive of sugar prices, after Unica on February 18 reported that sugar production in Brazil's Center-South in the second half of January fell by -36% y/y to only 5,000 MT. However, cumulative 2025-26 Center-South sugar output through January rose +0.9% y/y to 40.24 MMT. The Indian Sugar and Bio-energy Manufacturers Association (ISMA) reported Tuesday that India's 2025-26 sugar output from Oct 1-Mar 15 was up +10.5% y/y to 26.2 MMT. Last Wednesday, the ISMA projected India's 2025/26 sugar production at 29.3 MM...

Broadcom Inc. stock underperforms Wednesday when compared to competitors MarketWatch

Carl Pei, co-founder and CEO of Nothing, is imagining a future beyond the iPhone — and it’s a device powered by AI agents, not running apps. “In terms of AI in software, I think people should understand that apps are going to disappear,” said Pei, whose consumer electronics brand makes unique smartphones and other accessories. “So, if you’re a founder or a startup and your app is like where the core value lies, that will be disrupted whether you like it or not.” Pei made these comments during an interview at the SXSW conference in Austin on Wednesday. The founder has talked about an AI-first device before, as this vision helped the company close its $200 million Series C funding round last year. At the time, Nothing was pitching the idea of a new kind of smartphone using AI and personalization technology that’s accurate enough for its users to not feel they had to go behind the AI and double-check its output. At SXSW, Pei expanded on his vision for the AI-first device and the steps needed to get there. The initial step, which is being tested by some companies today, is an AI feature that can execute a command on the users’ behalf, like booking flights or hotels. Pei, however, dismissed this step as being “super boring.” The next step is where things could get more interesting, as the AI begins to learn a user’s intentions long-term. For instance, if you wanted to be healthier, the device could give you nudges to help you accomplish your goals. “I think it gets even more powerful when it starts surfacing suggestions for you; you don’t have to manually come up with an idea…when the system knows us so well, it will come up with things that we don’t even [know] we wanted,” Pei explained, comparing this concept to something like ChatGPT’s memory feature. In describing how he pictured an AI-first smartphone, Pei said it would be a device that would do things for you without needing to be commanded to. “The current way we use phones is very old-school. It’s pre-iPhone…ther...

伊朗戰事持續，德黑蘭指責以色列軍方襲擊石油設施，又不滿中東部分國家協助美軍，決定將波斯灣多國能源設施，視為報復目標。伊朗當局亦證實，情報部長哈提卜遇害，稱要兇手付出代價，以色列防長卡茨表明，已授權軍方清除伊朗高級官員。 在伊朗首都德黑蘭，周三大批民眾上街，他們揮動伊朗國旗，悼念日前在美國及以色列空襲中，被殺的伊朗高級官員，包括民兵組織「巴斯基」，指揮官蘇萊曼尼，最高國家安全委員會秘書拉里賈尼，而拉里賈尼兒子亦遇襲身亡，三人同日舉殯。 未有公開露面的，伊朗最高領袖穆傑塔巴發聲明，強調兇手很快為此付出代價，並指拉里賈尼生前在政府各層面，發揮重要作用。 路透社引述伊朗高層官員透露，穆傑塔巴首次出席外交政策會議，他拒絕接受斡旋方提出，有關緩和局勢或與美國停火談判。他稱只有美國和以色列屈服，並向伊朗賠償，才是和平適當時機。 伊朗當局亦證實情報部長哈提卜，在以軍空襲中遇害，總統佩澤希齊揚稱，對於多名官員遭卑鄙殺害深感悲痛。以軍視哈提卜是暗殺目標，又指伊朗早前鎮壓示威者，他是關鍵角色之一。以色列防長卡茨強調，他已授權軍方清除伊朗高級官員，事前毋須尋求批准。 伊朗戰火持續，在德黑蘭這間醫院，一名四歲女童陷入昏迷，她的哥哥亦受傷，其母親陪伴在旁，據報這對兄妹日前在寓所玩耍，期間遇到空襲，女童頭部受傷，她從廢墟被救起。據報自上月底，美以兩國採取軍事行動以來，伊朗逾1,300人死亡，黎巴嫩逾900人喪生，以色列有十多人死亡，另有十多名美軍士兵陣亡。 伊朗傳媒周三報道，布什爾省南帕爾斯，和阿薩盧耶部分石油化工設施，遭美以兩國襲擊。德黑蘭政府指控波斯灣多國，允許美軍從其領土發動攻擊，伊朗軍方強調，已鎖定波斯灣多國能源基礎設施，作為報復目標，據報涉及沙特阿拉伯、卡塔爾，和阿聯酋的石油和天然氣設施，卡塔爾國防部稱，多枚彈道導彈射向工業城，被防空系統攔截，沙特部隊亦攔截多枚，射向首都利雅德的彈道導彈，部分殘骸墜落在煉油廠附近。

There's an old saying on Wall Street about insider buying: there are many possible reasons to sell a stock, but only one reason to buy. Back on November 11, Renasant Corp's Director, Jonathan A. Levy, invested $69,577.60 into 2,000 shares of RNST, for a cost per share of $34.79. Bargain hunters tend to pay particular attention to insider buys like this one, because presumably the only reason an insider would take their hard-earned cash and use it to buy stock of their company in the open market, is that they expect to make money. In trading on Wednesday, bargain hunters could buy shares of Renasant Corp (Symbol: RNST) and achieve a cost basis 1.2% cheaper than Levy, with shares changing hands as low as $34.36 per share. It should be noted that Levy has collected $0.46/share in dividends since the time of their purchase, so they are currently up 0.1% on their purchase from a total return basis. Renasant Corp shares are currently trading down about 2.3% on the day. The chart below shows the one year performance of RNST shares, versus its 200 day moving average: Looking at the chart above, RNST's low point in its 52 week range is $26.97 per share, with $42.11 as the 52 week high point — that compares with a last trade of $34.36. By comparison, below is a table showing the prices at which RNST insider buying was recorded over the last six months: Purchased Insider Title Shares Price/Share Value 11/11/2025 Jonathan A. Levy Director 2,000 $34.79 $69,577.60 The current annualized dividend paid by Renasant Corp is $0.92/share, currently paid in quarterly installments, and its most recent dividend ex-date was on 03/17/2026. Below is a long-term dividend history chart for RNST, which can be of good help in judging whether the most recent dividend with approx. 2.6% annualized yield is likely to continue. According to the ETF Finder at ETF Channel, RNST makes up 1.71% of the Invesco Bloomberg Financial Data Providers ETF (Symbol: FDIQ) which is trading lower by about 0.7% on th...

伊朗局勢｜拉里賈尼出殯 穆傑塔巴揚言兇手要付出代價 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】伊朗最高領袖穆傑塔巴哀悼日前遇襲身亡的最高國家安全委員會秘書拉里賈尼，指兇手要付出代價。 在以色列空襲中喪生的拉里賈尼、巴斯基民兵指揮官索萊馬尼，以及被美軍魚雷擊沉的伊朗軍艦上遇難的水兵，在首都德黑蘭出殯。不少民眾高舉國旗以及死者的相片，部分人難掩悲傷。 最高領袖穆傑塔巴發聲明，讚揚拉里賈尼博學多才，在多個層面都能擔當重要角色，形容對方是出色的領袖。又指拉里賈尼被以軍擊殺，更加彰顯其舉足輕重的地位，而對敵人的仇恨將令伊朗更強大。

On Monday, speaking at Nvidia Corp's GTC 2026 conference, CEO Jensen Huang said the company now sees $1 trillion in AI chip demand through 2027, a significant jump from the roughly $500 billion outlook shared just months ago. Don't Miss: AI Chip Demand Outlook Jumps To $1 Trillion The revised forecast reflects surging demand for Nvidia's next-generation platforms, including Blackwell and Vera Rubin, as companies ramp up spending on AI infrastructure. However, earlier in the day, it was reported that the Rubin AI GPU platform may encounter production delays due to supply constraints involving next-generation memory. Analysts Say Nvidia Just Raised The Bar Deepwater Asset Management's Gene Munster said the update by Huang effectively lifts Nvidia's revenue outlook above Wall Street expectations. "This implies CY27 revenue of better than $500B," Munster wrote on X, noting the Street is currently at $468 billion. "He effectively raised next year's outlook 7% higher than the Street." Big update on demand: Stock goes from up 2% to up 3%. Raised CY27 revenue to be about 7% higher than the Street. Specifics: Jensen now says through end of CY27 there is $1 trillion in demand for Rubin. Three weeks ago, he was saying CY26 was going to be better than $500B. My… Trending: Own the Characters, Not Just the Content: Inside a Fast-Growing Pre-IPO IP Company Market Voices Call The Shift ‘Wild' Jim Cramer highlighted the speed of the change, writing, "Jensen just raises his $500 billion in demand through 2027 at $1 trillion… Double from just a few months ago." Jensen just raises his $500 billion in demand through 2027 at $1 trillion!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! Double from just a few months ago.. Meanwhile, Futurum Group's Daniel Newman called the forecast "absolutely wild." $NVDA expects a TRILLION in revenue through 2027. Absolutely wild. https://t.co/mk5EZO36un See Also: 1.5 Million Users Are Already Working Inside This AI Platform — Investors Can Still Get In $1 Trillion AI...

(RTTNews) - Reversing yesterday's surge, Canadian stocks slumped on Wednesday as the market was weighed down by a plunge in the materials sector due to a steep decline in gold prices, while investors assessed monetary policy decisions by the central banks of Canada and the U.S. After opening lower than yesterday's close, today the benchmark S&P/TSX Composite Index traded firmly negative before settling at 32,312.67, down by 616.42 points (or 1.87%). Of the 11 sectors, only the energy sector posted gains today, supported by soaring oil prices. U.S. President Donald Trump's invite for NATO member-nations to support the U.S. forces in securing the Strait of Hormuz was ignored. The allies were reluctant to get involved in the ongoing gulf war as the U.S. did not consult them before it struck Iran. Reportedly, Iran has refused to discuss any peace plans with the U.S., diminishing the expectations of an end to the war or even a ceasefire. While Israel targeted Iran and Lebanon, Iran attacked its neighbors. As a result, the U.S. dollar strengthened. Gold lost its safe-haven appeal to the dollar, and hence, the mining-stocks-linked materials sector plunged, weighing on the market. On Monday, Statistics Canada's data showed that the year-on-year inflation rate fell to 1.80% in February from 2.30% in January, while month-on-month, it increased 0.50%. Annual core inflation fell to an 11-month low of 2.30% in February from 2.60% in January, while month-on-month it rose 0.40%. In line with market expectations, the Bank of Canada kept interest rates at the current level of 2.25%, citing the uncertainty due to the Middle East conflict as the primary reason. Of note, this is the third consecutive time the BoC chose to leave the benchmark rate unchanged. The central bank's next interest rate announcement is scheduled for April 29. BoC Governor Tiff Macklem stressed that if fuel prices stoke inflation further, the bank may raise borrowing costs. The crucial Canada-United States-Mexic...

NTT Global Data Centers , the world’s third-largest data center provider outside of China, is working to double its capacity to 4 gigawatts to meet the rising global demand for the critical digital infrastructure amid an artificial intelligence boom. The unit of Japan’s NTT Inc. , is working on 34 projects that will double its capacity in as soon as two years, according to the data center business’s Chief Executive Officer Doug Adams . Capacity will continue to increase from there, and will be “well over 5 gigawatts” in five years, Adams said in an interview. NTT GDC has seen increasing demand from companies moving more of their software and operations to the cloud as well as businesses hunting for extra capacity to run AI programs. The business’s revenue is expected to keep growing at more than 20% a year, Adams said, declining to give a specific time period. Net sales for the business grew about 30% to $2.4 billion in the fiscal year ending March 2025. “AI demand is expected to get stronger by the minute, and we’re essentially an enabler,” Adams said. Data centers that specialize in AI capacity are seeing a boom in investment. Meta Platforms Inc. said on Monday that it would spend as much as $27 billion in the next five years with Dutch data center company and “neocloud” provider Nebius Group NV. NTT GDC said it doesn’t break out revenue from companies that need cloud capacity for implementing AI versus more classic digitalization projects. Read More: Meta to Spend Up to $27 Billion on Nebius AI Infrastructure In Frankfurt, NTT GDC is buying up land and building new facilities, on top of its four existing data centers, adding close to 500 megawatts fresh capacity there. NTT GDC is also constructing new sites in locations such as Milan and Osaka as well as studying opportunities in the Nordics and South America. “We have more than $3 billion from our own balance sheet to fund expansion,” Adams said, adding that the company could partner with other investors to fina...

In trading on Wednesday, shares of Idaho Strategic Resources Inc (Symbol: IDR) crossed below their 200 day moving average of $31.62, changing hands as low as $30.19 per share. Idaho Strategic Resources Inc shares are currently trading down about 9.6% on the day. The chart below shows the one year performance of IDR shares, versus its 200 day moving average: Looking at the chart above, IDR's low point in its 52 week range is $12.20 per share, with $54.70 as the 52 week high point — that compares with a last trade of $30.16. Click here to find out which 9 other stocks recently crossed below their 200 day moving average » 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.

In trading on Wednesday, shares of Gencor Industries Inc (Symbol: GENC) crossed below their 200 day moving average of $14.35, changing hands as low as $14.10 per share. Gencor Industries Inc shares are currently trading down about 3.3% on the day. The chart below shows the one year performance of GENC shares, versus its 200 day moving average: Looking at the chart above, GENC's low point in its 52 week range is $10.80 per share, with $17.40 as the 52 week high point — that compares with a last trade of $14.19. Click here to find out which 9 other stocks recently crossed below their 200 day moving average » 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.

Apollo Global Management’s Torsten Slok said the Federal Reserve has decided to “completely ignore” the Middle Eastern shock facing markets as the central bank voted to keep interest rates unchanged. He speaks on "The Fed Decides." (Source: Bloomberg)

In trading on Wednesday, shares of Greif Inc (Symbol: GEF) crossed below their 200 day moving average of $65.62, changing hands as low as $64.63 per share. Greif Inc shares are currently trading down about 2.1% on the day. The chart below shows the one year performance of GEF shares, versus its 200 day moving average: Looking at the chart above, GEF's low point in its 52 week range is $48.23 per share, with $77.14 as the 52 week high point — that compares with a last trade of $64.57. Click here to find out which 9 other dividend stocks recently crossed below their 200 day moving average » 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.

美国财政部数据显示，美国1月跨境投资总流量由12月修正后的净流入1139.2亿美元转为净流出250.2亿美元。 长期证券投资净流入由12月修正后的965.39亿美元降至155.07亿美元。 责任编辑：李桐

美光 科技在存储芯片价格飙升提振前景后对当前季度给出乐观展望。 这家美国最大的计算机存储芯片制造商周三在声明中表示，预计第三财季营收约为335亿美元。分析师的平均预期为237亿美元。剔除部分项目后，每股收益预计约为19.15美元，高于预期的11.29美元。 由于人工智能算力需求导致供应短缺，存储芯片价格大幅上涨。所谓的高带宽内存对于训练和运行人工智能模型的主力芯片中的数据传输至关重要。这促使存储芯片制造商将更多产能分配给这些利润率更高的订单，从而挤压其他类型存储产品的供应并推高价格。 报告发布后，美光科技股价在周三盘后上涨约1%。在此之前，该股今年以来上涨62%，成为费城半导体指数中表现最好的股票。 责任编辑：李桐

Federal Reserve Chair Jerome Powell speaks during a press conference following the Federal Open Market Committee meeting at the Federal Reserve Board Building in Washington, March 18, 2026. Brendan Smialowski | AFP | Getty Images Federal Reserve chair nominee Kevin Warsh wants to lower interest rates . Fed officials signaled Wednesday that it may be even harder than expected for him to make that happen, should he be confirmed into that job any time soon. Fed officials raised their predictions for the path of inflation and interest rates in data the central bank released Wednesday. That was largely expected given the spike in oil prices due to the Iran war. But Chair Jerome Powell said oil wasn't the only factor his colleagues were considering. Higher forecasts for inflation are also "a reflection of the slow progress we've seen on tariffs," Powell said. The Fed publishes a survey of its top officials' expectations for interest rates and the economy in a document known as the Summary of Economic Projections . The SEP released Wednesday showed the median official's expectation for a closely watched measure of inflation, known as core personal consumption expenditure inflation, rising from 2.5% for 2026 in December to 2.7% for the year as of March. Meanwhile the SEP showed several Fed officials raising their expectations for interest rates in the so-called dot plot. It shows where the Fed's members believe interest rates will go. The March dot plot showed several Fed officials ruling out the possibility of multiple cuts this year. Read more CNBC politics coverage Everything to know about the SAVE America Act voter ID-bill Epstein files: House panel subpoenas AG Pam Bondi for April 14 deposition Trump slams NATO allies for not joining Iran war effort, says U.S. never needed their help Those projections are anonymous, but a Fed official who had previously voted publicly for rate cuts changed his position in March. Fed governor Christopher Waller had dissented in favor of...

美国1月长期资本净流入155亿美元，前值由280亿美元修正为965亿美元。美国1月国际资本净流入-250亿美元，前值由449亿美元修正为1139亿美元。美国1月外资净买入美国公债499亿美元，前值由-416亿美元修正为-270亿美元。（第一财经）

Vitor Pereira has conceded it is a “pity” Nottingham Forest feel compelled to prioritise the Premier League over the Europa League, with the head coach saying the owner, Evangelos Marinakis, has stressed that domestic survival is king. The fiercely ambitious Marinakis targeted European silverware after the club returned to continental competition for the first time since 1995-96, but though Forest are attempting to overturn a first-leg deficit in the last-16 against Midtjylland, there is an acceptance that relegation to the Championship would be a disaster. Forest, beaten 1-0 at home by Midtjylland last week, must win in Denmark on Thursday to advance to the quarter-finals, but Pereira is expected to make several changes to his team with Sunday’s trip to Tottenham in mind. Forest are outside the Premier League relegation zone only on goal difference with eight games to play. “For me, it is a pity that I need to make decisions, to think not just about this game but the next two games,” Pereira said. “I need to think about it because it is important for the club. Of course, the Europa League is important for the club but the [Premier] League is very important for the club. “The next [domestic] game is against Tottenham and Tottenham are competing with us for the same target, to be safe in the Premier League. I must try to compete in both competitions, [but] I cannot forget the next game in the Premier League, I cannot forget it because it’s an important game for us. “I believe to play on our level and to compete in a way I want to compete we need to be fresh mentally and physically. If we were in a safe position in the Premier League table, it [would be] completely different.” Pereira said he has discussed the reality of the situation with Marinakis, who spent about £200m on players last summer and was adamant the investment would put the club in the conversation to win the Europa League. “He wants to keep the club in the Premier League, first of all, and try to compe...

In trading on Thursday, shares of Sally Beauty Holdings Inc (Symbol: SBH) crossed below their 200 day moving average of $10.86, changing hands as low as $10.72 per share. Sally Beauty Holdings Inc shares are currently trading down about 5% on the day. The chart below shows the one year performance of SBH shares, versus its 200 day moving average: Looking at the chart above, SBH's low point in its 52 week range is $7.21 per share, with $13.91 as the 52 week high point — that compares with a last trade of $10.71. Click here to find out which 9 other stocks recently crossed below their 200 day moving average » 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.

文章提及标的 美光科技 -- 美光科技（MU）美股盘后跌幅扩大至3.4%。

SailPoint (SAIL 14.65%) shares weren't sailing into prosperous waters on Wednesday. The identity security specialist was being shunned by investors following its release of an earnings report that they clearly found disappointing. SailPoint ended the trading session down by more than 15%. Riding some waves Before market open, SailPoint unveiled its final earnings release for its fiscal 2026. This showed that its fourth-quarter revenue was $295 million, up 23% year over year. Zooming out, the company's annual recurring revenue (ARR) crossed the $1 billion level by rising 28% to almost $1.13 billion. By contrast, net income not under generally accepted accounting principles (GAAP) eroded significantly. It fell to just under $47 million ($0.08) per share, from fourth-quarter 2025's nearly $133 million. Despite the notable year-over-year changes, SailPoint's key fundamentals landed quite close to the consensus analyst estimates. It met the average analyst estimate of $0.08 per share for non-GAAP (adjusted) net income, and came in slightly over the collective pundit projection of almost $293 million for revenue. The specialized tech company attributed the ARR and revenue gains to the rapid growth of artificial intelligence (AI), which, in its view, requires greater vigilance regarding corporate identity security. Expand NASDAQ : SAIL SailPoint Today's Change ( -14.65 %) $ -2.15 Current Price $ 12.55 Key Data Points Market Cap $8.3B Day's Range $ 11.94 - $ 13.39 52wk Range $ 11.94 - $ 24.95 Volume 435K Avg Vol 2.6M Gross Margin 54.77 % All wet? Most investors focus on a stock's future, not its past. Any optimism about revenue growth and that quarterly beat was overshadowed by guidance that investors found disappointing. For the entirety of its current fiscal year (2027), SailPoint believes ARR will land at nearly $1.36 billion to almost $1.37 billion, representing a roughly 21% improvement. That's well down from the 28% increase the company posted for its just-completed f...

Key Points The identity security company posted a decline in adjusted profitability. Its full-year guidance was dispiriting too. 10 stocks we like better than SailPoint › SailPoint (NASDAQ: SAIL) shares weren't sailing into prosperous waters on Wednesday. The identity security specialist was being shunned by investors following its release of an earnings report that they clearly found disappointing. SailPoint ended the trading session down by more than 15%. Riding some waves Before market open, SailPoint unveiled its final earnings release for its fiscal 2026. This showed that its fourth-quarter revenue was $295 million, up 23% year over year. Zooming out, the company's annual recurring revenue (ARR) crossed the $1 billion level by rising 28% to almost $1.13 billion. 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 » By contrast, net income not under generally accepted accounting principles (GAAP) eroded significantly. It fell to just under $47 million ($0.08) per share, from fourth-quarter 2025's nearly $133 million. Despite the notable year-over-year changes, SailPoint's key fundamentals landed quite close to the consensus analyst estimates. It met the average analyst estimate of $0.08 per share for non-GAAP (adjusted) net income, and came in slightly over the collective pundit projection of almost $293 million for revenue. The specialized tech company attributed the ARR and revenue gains to the rapid growth of artificial intelligence (AI), which, in its view, requires greater vigilance regarding corporate identity security. All wet? Most investors focus on a stock's future, not its past. Any optimism about revenue growth and that quarterly beat was overshadowed by guidance that investors found disappointing. For the entirety of its current fiscal year (2027), SailPoint believes ARR will land at ne...

Pakin Jarerndee Wednesday was “another bad day” for the stock market, said Seeking Alpha analyst Daniel Jones , as the Dow ( DJI ) fell 1.6%, while the S&P 500 ( SP500 ) closed 1.4% and the Nasdaq Composite ( COMP:IND ) ended 1.5%. According to Jones, the Federal Reserve’s decision to keep interest rates unchanged was surprising. “I have been calling for a recession since August of last year.” The Middle East conflict played a significant role in the Fed’s cautious approach, with WTI Crude ( CL1:COM ) hitting $98 per barrel and Brent ( CO1:COM ) surging to $108.97. Jones warned that “immediate inflationary pressures are likely to be even worse than they would have been otherwise” and added that ongoing geopolitical tensions would “weigh on the decision of the central bank to cut interest rates.” He also pointed to multiple domestic factors compounding the economic strain. “When you add on top of this the government’s firing scores of public employees, continued high-interest rates, inflation that has worsened thanks to tariffs, and weak consumer confidence, the situation is looking increasingly precarious,” he said. Joseph Brusuelas, principal and chief economist at RSM US, described the cascading energy shock as “a central banker’s nightmare” because it creates “tension between a shaky labor market and rising inflation.” Brusuelas noted he is “somewhat skeptical that the economy will just charge right through this” while inflation increases. Analysts at Renaissance Macro Research offered a stark assessment of the Fed’s stance. “This feels like another backstop gone for the economy. There is no longer such a thing as good news cuts,” they said. “The strike price on the Fed put is even lower now than it was before.” More on the markets It's Starting To Feel A Lot Like 2007 March Fed Meeting: Policymakers Stay The Course Despite Negative Externalities Federal Reserve: No Change Wall Street snaps winning streak as Fed keeps rates unchanged, inflation fears loom 'Oil is...

Micron sales, profits soar to new heights as CNY chip project gets underway Syracuse.com

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TOYO press release ( TOYO ): FY Revenue: Delivering stronger than expected performance, the Company achieved approximately $427 million, beating the previously updated guidance range of $375–$400 million issued in September 2025 and reflecting substantial year-over-year growth. EBITDA: Approximately $96 million, supported by operational efficiencies, improved margins from scaled production, and cost optimizations across the supply chain. More on TOYO TOYO: Made In USA Scale And Ethiopia Cost Edge Make The Stock A Strong Buy Seeking Alpha’s Quant Rating on TOYO Historical earnings data for TOYO Financial information for TOYO

宏福苑聽證會｜居民質疑監管疏忽 盼委員會查清責任、成因 市民：還死者公道 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】宏福苑部分居民亦有到場旁聽，希望委員會找出大火的成因和責任，還死者公道。 聽證會設360個公眾旁聽席，約一半優先留給宏福苑居民，有居民來到中環展城館旁聽，希望得知事件成因和責任誰屬。宏泰閣居民李小姐：「我自己個人比較著重監管，為何有這嚴重情況出現？是監管的過程，即其實好像我自己說，如果你一個危險倉是監管得好，危險倉也不會爆炸。為何現時牽涉危險倉爆了？問題是究竟哪些人間接疏忽或根本是疏忽了？希望有個解釋，還死者一些公道。」 有居民質疑政府部門以至屋苑管理公司和法團在事件中都可能有責任，期望他們在聽證會解釋清楚。宏泰閣居民羅先生：「我覺得這件事政府也要負責，因為為何呢？你有法例存在，但是你沒有嚴謹執行，所以才引發這件事出來。否則政府毋須現時將全港圍網拆下來，重新找最合標準的安裝上去，證明政府執行得不夠嚴格。」市民：「要尋找真兇，政府應該有份，政府是罪人之一。所以必須找出官員出來，要革職 (炒咗佢），完全沒有道歉，必須道歉。」 首輪八場聽證會旁聽席需要提早預約，登記期限已結束。