欧洲央行预计，如果伊朗局势朝着严峻的方向发展，欧元区通胀率可能在2027年第一季度达到6.3%的峰值。 欧洲央行已经连续第六次会议将利率维持在2%不变，并表示做好准备应对能源价格飙升的影响。该行周四在随季度经济预测发布的报告中表示，其极端情景还可能引发欧元区短暂衰退。 上述结果假设没有货币或财政政策应对，基于能源供应严重受阻持续至2026年末，以及能源基础设施遭受进一步重大破坏。 在基准情景下，欧洲央行预计今年通胀率为2.6%，GDP将增长1.9%。 责任编辑：丁文武

Source: Bloomberg, 0:00

In this article FDX Follow your favorite stocks CREATE FREE ACCOUNT Rear view of FedEx delivery truck with logo parked on city street, Dogpatch Neighborhood, San Francisco, California, February 25, 2026. Smith Collection/gado | Archive Photos | Getty Images FedEx on Thursday reported strong fiscal third-quarter results that beat Wall Street's expectations. The company also raised its guidance for fiscal 2026, projecting revenue growth of 6% to 6.5% compared with analyst estimates of up 5.6%. Here's how the company performed in the fiscal third quarter, compared with what analysts were expecting, according to LSEG: Earnings per share: $5.25 adjusted vs. $4.09 expected Revenue: $24 billion vs. $23.43 billion For the quarter, FedEx reported adjusted operating income of $1.68 billion, beating estimates of $1.39 billion. It reported net income of $1.06 billion, or $4.41 a share, up from $909 million, or $3.76 a share, a year ago. Adjusted for spin-off costs and other one-time items, FedEx reported EPS of $5.25. The company also raised its fiscal 2026 adjusted EPS expectations, now projecting earnings of $19.30 to $20.10 per share compared with previous guidance of between $17.80 and $19 a share. "Team FedEx delivered another quarter of strong financial results and excellent service for our customers, powered by disciplined operational execution, the resilience of our global network, and the accelerating impact of our advanced digital solutions," CEO Raj Subramaniam said in a statement. The company previously said it expected roughly $1 billion in cost reductions from its "Network 2.0" initiative, which is focused on optimizing efficiency of its package processes by leveraging automation and artificial intelligence. FedEx now expects those savings to exceed $1 billion. FedEx said its freight business, FedEx Freight, remains on track to be spun off into a separate publicly traded company on June 1. Choose CNBC as your preferred source on Google and never miss a moment from...

bymuratdeniz Investors face a “binary situation” as Middle East tensions continue to dominate market headlines, according to Seeking Alpha analyst Leo Nelissen . “Either the war escalates, which could create an inflation shock large enough to trigger a recession (and hurt the expensive stock market), or the war eases, and we can focus on what we saw in the first two months of the year, which is growth broadening,” he said. Nelissen noted that recent comments from U.S. leaders showed “a path to slow de-escalation,” though he cautioned, “These are green shoots at best.” Mohamed El-Erian, chief economic adviser at Allianz, offered a more cautious assessment of market sentiment. “Despite the continued escalation in the Middle East War—particularly the latest attacks on energy infrastructure by both Iran and Israel—quite a few market participants are holding on to the view that the global economy is still in a ‘mean reversion’ paradigm,” the strategist said. He warned that “we are more in the world of ‘multiple equilibrium,’ with each tipping point fueling this dynamic.” Oil prices ( CL1:COM ), ( CO1:COM ) fell after Israeli Prime Minister Benjamin Netanyahu told media that “the war may end sooner than people think,” according to wire reports. Netanyahu claimed Iran had lost the ability to enrich uranium and make ballistic missiles, adding that Israel was helping the U.S. open the Strait of Hormuz. U.S. West Texas Intermediate crude futures ( CL1:COM ) dropped 2% to around $94 per barrel, while Brent crude ( CO1:COM ) fell nearly 1% to roughly $106 per barrel. The decline followed earlier spikes after Iran struck a key LNG export facility in Qatar in retaliation for Israel attacking Iran’s South Pars gas field. Also, President Donald Trump warned that if more facilities in Qatar were attacked, the U.S. would “massively blow up the entirety of the South Pars Gas Field.” More on the oil markets Bears Cross 50% Dow Jones And U.S. Stock Market Outlook - Wall Street Gaps Down...

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Seeking Alpha More on FedEx FedEx Corporation: Its Valuation Has Already Traveled Quite Too Far FedEx Corporation (FDX) Analyst/Investor Day - Slideshow FedEx Corporation (FDX) Analyst/Investor Day Transcript FedEx boosts guidance after solid holiday quarter results FedEx Non-GAAP EPS of $5.25 beats by $1.12, revenue of $24B beats by $520M

SGL Carbon press release ( SGLFF ): Consolidated sales revenue of €850.2M. SGL Carbon consolidated net results were -€79.2M. More on SGL Carbon Historical earnings data for SGL Carbon Financial information for SGL Carbon

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Gemini Space Station, Inc. press release ( GEMI ): Q4 Revenue of $60.34M (+39.4% Y/Y) beats by $8.64M . Outlook: More on Gemini Space Station, Inc. Gemini Space Station: Not Chasing This Crypto Turnaround Yet Gemini Space Station: Losses Outpace Scale Gemini Space Station downgraded at Citi after Bitcoin, Ethereum price target revision DeFi Development sees highest short interest among crypto firms with up to $2B market cap Historical earnings data for Gemini Space Station, Inc.

York Space Systems, Inc. press release ( YSS ): Q4 Revenue of $105.35M (+37.5% Y/Y) beats by $2.23M . As of December 31, 2025, our cash and cash equivalents were $162.6 million, and availability under our Revolving Facility was $150 million, for total liquidity of $312.6 million. Business outlook as of March 19, 2026 York Space Systems expects revenue for the full year 2026 to be in the range of $545 million to $595 million. Over 70% of this, at the midpoint, is expected to come from our existing backlog, giving us high confidence in achieving our goals, and the ability to focus on building our pipeline for beyond this year. More on York Space Systems, Inc. York Space: Next Space Play To Go Public York Space Systems acquires Orbion Space Technology Wall Street launches coverage of York Space Systems with predominantly bullish ratings Historical earnings data for York Space Systems, Inc. Financial information for York Space Systems, Inc.

Key Points The software giant's revenue topped $81 billion in its most recent quarter. The company's free cash flow recently declined sequentially as it ramped up capital expenditures. Microsoft's cloud revenue is surging. 10 stocks we like better than Microsoft › Shares of Microsoft (NASDAQ: MSFT) have been slammed so far in 2026. As of this writing, the stock is down about 19% year to date -- a decline far worse than the S&P 500's 3% pullback. This sell-off comes even as the company continues to post impressive top- and bottom-line growth. 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 » So why did shares fall? The answer likely comes down to the staggering cost of the artificial intelligence (AI) arms race and the risks this race introduces. Even though Microsoft's top line is compounding at an enviable rate, the massive investments required to support this growth are elevating the company's cost structure. Accelerating AI demand Microsoft's second-quarter results for fiscal 2026 showed a business firing on all cylinders. Total revenue in the period came in at $81.3 billion. And the company's profitability was particularly impressive. Microsoft's non-GAAP (adjusted) net income jumped 23% year over year to $30.9 billion. Highlighting the software giant's underlying momentum, its Microsoft Cloud segment was a key driver for the business. "Microsoft Cloud surpassed $50 billion in revenue for the first time, up 26% year-over-year, reflecting the strength of our platform and accelerating demand," Microsoft CEO Satya Nadella explained in the company's second-quarter earnings call. The company is seeing rapid adoption of its AI-powered software tools, too. Microsoft 365 Copilot -- the company's generative AI -- saw paid seats hit 15 million during the quarter. This was up more than 160% year over year....

Earnings Call Insights: Darden Restaurants, Inc. (DRI) Q3 2026 Management View CEO Ricardo Cardenas highlighted a strong quarter with $3.3 billion in total sales, up 5.9% year-over-year, driven by same-restaurant sales growth of 4.2%. He emphasized, "each of our four largest brands exceeded the industry by more than 400 basis points." Cardenas noted that all segments delivered positive same-restaurant sales, with the company maintaining "historically high team member and manager retention levels." Olive Garden achieved positive same-restaurant sales of 3.2% and launched a lighter portion menu, adding seven dishes under $15, which Cardenas said "is clearly resonating with our guests and our restaurant teams." LongHorn Steakhouse posted same-restaurant sales growth of 7.2% and was recognized as one of the best places to work by Glassdoor. Fine Dining and Other Business segments also saw positive comp sales, with Yard House setting multiple daily records on Valentine's Day. Sixteen new restaurants opened during the quarter. CFO Rajesh Vennam reported, "we generated $3.3 billion of total sales, 5.9% higher than last year," and adjusted diluted net earnings per share of $2.95, up 5.4%. He explained, "our same-restaurant sales exceeded the industry benchmark by 540 basis points" and noted a weather impact from winter storms. Vennam said, "food and beverage expenses were 50 basis points higher, primarily due to elevated beef cost driving total commodities inflation of approximately 5% for the quarter." He also outlined the permanent closure of 14 Bahama Breeze locations and conversion plans for the remaining 14. Outlook Darden updated its fiscal 2026 guidance, now expecting total sales growth of approximately 9.5%, same-restaurant sales growth of approximately 4.5%, and around 70 new restaurant openings. Commodities inflation is projected at approximately 4%, with an effective tax rate of about 12.5%. Adjusted diluted net earnings per share are expected in the range of $10...

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. (Source: Bloomberg)

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In this article @CL.1 Follow your favorite stocks CREATE FREE ACCOUNT The Iran Abadan, left, a crude oil tanker owned by the National Iranian Tanker Company in Dubai, United Arab Emirates. Charles Crowell | Bloomberg | Getty Images The extreme spike in oil prices seen in local markets in the Middle East could give investors a glimpse into to where U.S. and Europe prices are headed if the Strait of Hormuz isn't opened soon. Dubai crude oil prices surpassed $166 a barrel to a new record high on Thursday, according to market data provider Platts. Dated Brent and West Texas intermediate Cushing's are trading around the $100 mark after historic runs higher. The local markets for oil are often overlooked, but are now seen as a possible precursor of what could be ahead if the conflict doesn't end soon. Dubai and Oman current prices reflect the steep severity of the shortage in the Gulf, according to Natasha Kaneva, JPMorgan's head of commodities research. But that doesn't mean the American market will be spared another sharp jump, she said. "If the Strait does not reopen, this divergence is unlikely to persist," Kaneva said in a note to clients this week. "Brent and WTI will ultimately reprice higher as Atlantic basin inventories are drawn down and the global market is forced to clear at a materially tighter supply level." West Texas Intermediate crude is not seen as an ideal substitute like Oman, said Andy Harbourne, senior oil markets analyst at Wood Mackenzie. But it could become a more sought-after alternative if transit through Hormuz remains depressed, given that buyers will turn more desperate. The Hormuz factor The Strait of Hormuz, a key passageway connecting the Persian Gulf and sea, is where around one-fifth of the world's oil transits. Daily transit calls have tumbled to nearly zero from highs above 120 seen earlier this year, data analyzed by Charles Schwab shows. Prices for crude directly leaving Middle East countries such as Dubai has risen faster than oil l...

US producers of polyethylene — a common plastic used in everything from packaging to containers — are buying more of a key ingredient, ethylene, in a sign that manufacturers are working to take advantage of export opportunities as global supplies tighten. The global plastics market has been thrown into upheaval as the war in Iran disrupts flows of oil and products used in production, squeezing global supplies but leaving American producers with a window to sell more overseas. As the manufacturers load up on the feedstock, prices for ethylene on the US Gulf Coast have been climbing. Spot ethylene traded at 30.25 cents a pound Wednesday at Enterprise Products Partners LP ’s Mont Belvieu, Texas hub, according to a trader. That was up from about 27 cents on Monday, which had already marked a one-year high. The latest trade puts prices at their highest since February 2025, underscoring strengthening demand. American polyethylene makers “may set production records in March as export demand ramps up,” said Harrison Jacoby, Director, PE Americas at ICIS, adding that the producers could increase their operating rates to 100%, from about 90% now. North American producers are pushing for price increases in March contracts of around 10 cents per pound, according to ICIS. North American producers, which include LyondellBasell Industries NV and Dow Inc , represent more than 40% of global net exports, ICIS data show. Disruptions to exports from the Middle East through the Strait of Hormuz, a major supplier of polyethylene and other petrochemicals, have tightened global availability. Meanwhile, outages and feedstock shortages in Asia are also lifting prices across the plastics chain. That dynamic is boosting demand for US-produced polyethylene. Operating rates at US ethane crackers, which produce ethylene, have climbed into the low 90% range, up from around 85% prior to the Iran conflict, reflecting stronger margins and improved demand.

Early this week, Citigroup (NYSE: C) lowered its 12-month price targets for both Bitcoin (BTC) and Ethereum (ETH) due to the delay in the legislative process regarding crypto assets in the United States. Next, the 213-year-old Wall Street banking giant lowered the price targets ...

Micron Earnings Were Exceptional. Why the Stock Is Falling Anyway. Barron's

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Kalshi Inc. has raised more than $1 billion at a valuation of $22 billion in a new financing round, according to a person familiar with the situation. The deal will roughly double Kalshi’s valuation from its last funding round in December when it was worth $11 billion. That financing was led by Paradigm with backing from Sequoia Capital, Andreessen Horowitz and ARK Invest. The new funding round was led by Coatue Management , according to the person, who asked not to be named because the information is private. Kalshi’s annualized revenue — an annual run rate — is currently $1.5 billion, the person said. Kalshi and Coatue didn’t respond to request for comments. The deal was first reported by the Wall Street Journal. The fundraising push shows investor appetite to gain exposure to the fast-growing prediction market industry remains healthy despite lawmaker blowback. Arizona’s attorney general filed criminal charges this week against Kalshi for running what it called an “illegal gambling operation.” Kalshi refuted the allegations and it has won support from the new chair of the Commodity Futures Trading Commission, the federal regulator overseeing the exchange.

Getty Images Introduction Vale S.A. ( VALE ) has been on my review list for a while, as I’ve covered most of its peers like Rio Tinto ( RIO ) and Freeport-McMoRan ( FCX ). The firm is extremely cheap considering its fundamental transformation that has been under-recognized by the broad market. Despite a positive macro landscape and a nice run-up in share prices, I believe that the company can still shoot higher with its best-in-class cost structure. Operation Overview The largest engine behind Vale’s cash flow remains its iron ore operations, which for the full year delivered the strongest performance since the pre-Brumadinho era. Production has reached 336MM tons , surpassing the guidance and resulting in a 2% Y/Y increase. This also highlights Vale’s overall competitive advantage in its integrated logistics infrastructure, with the Carajas and Vitoria a Minas railroads, which connect primary mining hubs to deep-water ports capable of hosting Valemax vessels, the largest bulk carriers in the world. This integration creates a massive barrier to entry and a cost advantage. As such, the C1 cash costs reached $21.3 per ton, a 2% Y/Y reduction which marks the second consecutive year of deflation in an otherwise inflationary global environment. Management has also guided for further improvements, targeting a potential $20 per ton. As such, the AISC for Iron ore has reached $54.2 per ton in 2025, while realized prices have averaged $95.4 per ton, resulting in Vale’s high margin profile. The global steel industry has also pivoted toward decarbonization as Chinese steel mills need to improve blast furnace productivity, shifting towards high-grade iron ore making Carajas ore the benchmark for high-quality feed. That’s why the share of premium brands in Vale’s portfolio has risen significantly and Carajas sales are forecasted to grow to 50MM tons in 2026, allowing Vale to capture the premium segment, decoupling earnings from the 62% Fe. Though Vale is largely known for Iron o...

Known as a major hyperscaler, Meta Platforms (META 1.46%) is one of several large tech companies that are essentially funding the infrastructure needed to power the deployment of artificial intelligence (AI). One way the hyperscalers are doing this is by building data centers or purchasing computing capacity in centers designed to run AI applications. Recently, Meta just provided incredible news to one AI data center stock. A large five-year deal Recently, an AI data center company called Nebius Group (NBIS +2.56%) announced that it had just inked a five-year contract with Meta to provide capacity across several of its data centers for the "Magnificent Seven" tech giant. Per the agreement, Nebius will provide $12 billion in capacity at its data centers, which will feature Nvidia's next-generation graphics processing units (GPUs) and platform, called Vera Rubin. Meta will also purchase added computing capacity worth up to $15 billion in other Nebius data centers that will open over the next five years. Nebius plans to sell this capacity to third-party cloud customers, but Meta will buy the remaining capacity. The contract between Nebius and Meta has a total value of up to $27 billion. The former builds data centers equipped with Nvidia's latest platforms and GPUs, then rents them to companies looking to deploy AI. Many of these customers have been hyperscalers. Nebius and Meta had already announced a first agreement at the end of 2025 to provide $3 billion of capacity over a five-year period. So this second deal, which is occurring only about four months after the first, is a good sign for the relationship between the two. The deal will significantly expand Nebius' revenue The new Meta deal has the potential to be bigger than an earlier agreement Nebius signed with Microsoft, which has the potential to be worth $19.4 billion over five years. Therefore, the Meta deal should significantly increase Nebius' medium-term revenue guidance. In 2025, Nvidia exited the year wi...

Meta Platforms Just Delivered Incredible News to This AI Data Center Company Yahoo Finance