Apple has released the 26.4 updates to all of its major software platforms today, including iOS, iPadOS, macOS Tahoe, watchOS, tvOS, visionOS, and the HomePod. The most important reason to install each update is the big pile of included security fixes—you can see the ones Apple is disclosing for iOS/iPadOS and macOS on its security website—but the updates also include a few significant new features, a change from the mostly quiet 26.3 release last month. We covered many of the most notable features when the first versions of these updates were released through Apple's beta testing channels. Those include charging limits for MacBooks, for those who don't want to allow their batteries to charge to their full capacities; the return of the "compact" tab view for Safari running on macOS Tahoe and iPadOS 26; and enabled-by-default Stolen Device Protection . Other features include the handful of new emoji from the Unicode 17.0 release ( see Emojipedia for more ); AI-generated Apple Music playlists; new Creator Studio features for the built-in Freeform app; and the ability for adults in a Family Sharing group to use different payment methods from one another when making purchases. Read full article Comments

格隆汇3月25日｜白宫官员：特朗普政府正与加拿大方面就批准“South Bow”和“Bridger Revival”项目（即“基石XL”管道项目的部分重启工作）进行磋商。

Key PointsPatent cliff fears are priced in for FMC, while its new molecules pipeline shows strong growth potential ahead.

Ozempic Slims America... And It's Lightening Truckers' Loads! Via Freightwaves.com, The freight market is no stranger to disruptive forces - tariffs, recessions, weather, economic fluctuations, and capacity crunches have all reshaped freight demand over the years. But a new contender is emerging from an unexpected corner: the widespread adoption of GLP-1 medications (think Ozempic, Wegovy, Mounjaro, and similar GLP-1 receptor agonists). These drugs, originally developed for diabetes management and now massively popular for weight loss, suppress appetite and reduce overall caloric intake. Early estimates suggest that even at current penetration levels — roughly 12% of U.S. adults — the downstream effect on food and beverage demand could be substantial. Recent analyses, drawing from academic studies out of Purdue, Cornell, and others (including 2025 updates), point to an approximate 3% drop in total caloric food demand due to appetite suppression . That may sound modest, but in the context of America’s food supply chain, the numbers scale quickly. U.S. trucks move more than 2 billion tons of food and beverages annually. At an average payload of around 20 tons per truckload, that’s roughly 100 million+ truckloads per year dedicated to food and bev freight. Apply a 3% reduction across that volume, and you’re looking at approximately 3 million fewer truckloads annually. To put that in perspective: the proposed Union Pacific–Norfolk Southern merger — one of the most significant potential rail consolidations in recent memory — is projected by some analysts to divert around 2 million truckloads off the road over time through improved intermodal efficiency and rail capture. In other words, GLP-1 adoption, at its current (and still growing) level, could already eclipse that rail merger’s expected impact on truckload volumes — and we’re only in the early innings of penetration. The categories hit hardest align with classic “snack-and-beverage” freight lanes: Processed snacks a...

摩根大通 首席执行官杰米·戴蒙周二警告称，人工智能可能导致美国失业，并建议政府可以为企业设立一个激励体系，帮助减轻其冲击。 戴蒙在华盛顿举行的“山与谷论坛”的一个小组讨论会上，与帕兰蒂尔公司国防部门负责人、前威斯康星州共和党众议员迈克·加拉格尔共同发言时表示：“（如果）突然间它造成了失业，那对社会来说将是一个大问题。” 戴蒙说：“我目前还不知道答案，但我想建议如下：不能只靠政府，必须由企业参与。但政府可以建立一个激励机制体系，促使企业做正确的事，比如对员工进行再培训、提前退休、调岗……如果我们建立了正确的体系，我们就能更快地适应。” 戴蒙警告说，人工智能驱动的经济变革将迅速发生，并警告称其速度可能快于近年来其他扰乱经济并取代工人的技术进步，例如互联网。 戴蒙说：“它正在到来，而且会来得很快。这次可能更快……因此，如果人们失去工作，我们能否足够快地安置他们？答案是，我不知道那是否会发生，（但）我总喜欢做好准备。” 这是戴蒙就人工智能导致失业发出的最新警告。随着自动化进程加速，他已在摩根大通内部采取措施，将员工转移到新的岗位。随着人工智能的持续发展，大型银行已开始减少招聘。 人工智能颠覆就业市场的潜力已成为华盛顿的一个关键议题，多位立法者已提出旨在监测或限制人工智能导致失业数量的努力。 密苏里州共和党参议员乔什·霍利和弗吉尼亚州民主党参议员马克·沃纳提出了一项法案，要求大型公司和联邦政府按季度报告因人工智能造成的失业情况。 白宫新发布的人工智能政策框架要求国会制定立法，以支持工人在人工智能转型过程中的需求。 责任编辑：张俊 SF065

Amy Oldenburg, head of digital asset strategy at Morgan Stanley, joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto." Morgan Stanley has bolstered its digital asset business in recent months. In January, the company named Oldenburg to her new role, and also filed for Bitcoin, Ether and Solana ETFs. Morgan Stanley partnered with Zerohash to allow E*Trade clients to trade digital assets starting this year. (Source: Bloomberg)

据 蒙特利尔银行 称，周二，在一场“疲弱”的拍卖之后，2年期美国国债收益率飙升。该机构表示，非交易商的竞标量低于平均水平。 该收益率最新上涨超过11个基点，至3.944%。此外，10年期美国国债收益率上涨超过8个基点，至4.42%。 责任编辑：张俊 SF065

Director Adebayo Ogunlesi reported an open-market purchase of 3,157,895 shares of Kosmos Energy (NYSE:KOS) for a transaction value of ~$6.0 million, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($1.90); post-transaction value based on March 10, 2026 market close ($2.41). * 1-year price change calculated as of March 10, 2026. Continue reading

The former president was in prison for a coup attempt after losing the country’s last election Sign up for the Breaking News US email to get newsletter alerts in your inbox Brazil ’s former president Jair Bolsonaro has been granted permission to serve his 27-year sentence for a coup attempt at home instead of in prison because of his failing health. The decision by supreme court justice Alexandre de Moraes followed Bolsonaro’s hospitalization since 13 March for pneumonia, one of several health problems the former leader has faced since he was stabbed by a man in 2018 before he was elected president. Continue reading...

Taiwan Semiconductor's New Fab 4 is Fully Booked Before Construction Even Begins Barchart.com

Taiwan Semiconductor is riding AI tailwinds, including unprecedented customer commitments to its U.S. expansion plans. Strong financial results, premium pricing tolerance from major customers, and favorable analyst targets show TSM is positioned to capitalize on the ongoing boom.

Taiwan Semiconductor's New Fab 4 is Fully Booked Before Construction Even Begins Yahoo Finance

Klaus Vedfelt/DigitalVision via Getty Images Investment Approach Fidelity® International Small Cap Opportunities Fund is a diversified international equity strategy with a small- to mid-cap growth orientation. Our investment approach targets companies with multiyear structural growth prospects, high barriers to entry and attractive valuations based on our earnings forecasts. Investment ideas typically fall into three main categories: structurally attractive growth themes, where investors may be underestimating the durability of growth drivers and long-term earnings power; cyclically out-of-favor companies with limited competition and pricing power, where investors may be focusing on near-term cyclical concerns and discounting long-term prospects; and companies with strong earnings potential whose share prices have fallen due to macroeconomic events. We strive to uncover these companies through in-depth fundamental analysis, working in concert with Fidelity's global research team, with the goal of capturing market upside while limiting downside participation. Performance Summary PERFORMANCE SUMMARY Cumulative Annualized 3 Month YTD 1 Year 3 Year 5 Year 10 Year/ LOF 1 Fidelity International Small Cap Opportunities Fund Gross Expense Ratio: 0.96%2 1.53% 25.08% 25.08% 15.06% 4.97% 8.54% MSCI EAFE Small Cap Index (Net MA) 2.71% 32.13% 32.13% 15.18% 5.82% 7.67% Morningstar Fund Foreign Small/Mid Growth -0.83% 20.36% 20.36% 11.53% 1.27% 6.69% % Rank in Morningstar Category (1% = Best) -- -- 42% 14% 11% 17% # of Funds in Morningstar Category -- -- 116 112 96 81 Click to enlarge 1 Life of Fund (LOF) if performance is less than 10 years. Fund inception date: 08/02/2005. 2 This expense ratio is from the most recent prospectus and generally is based on amounts incurred during the most recent fiscal year, or estimated amounts for the current fiscal year in the case of a newly launched fund. It does not include any fee waivers or reimbursements, which would be reflected in the fu...

BofA Securities reinstates coverage of CoreWeave stock with a Buy rating and a $100 target price in a research note.

Microsoft Hits New Low Amid Weak Outlook; Is The Stock A Buy Or Sell Now? Investor's Business Daily

格隆汇3月25日｜据英国金融时报：伊朗已向国际海事组织成员国散发一份信函，表示“非敌对船只”可以在“与伊朗当局协调”后通过霍尔木兹海峡。

稳定币发行商 Circle 股价暴跌，因最新版加密货币法案（即《清晰法案》）显示，该法案可能限制稳定币余额的收益。 该股目前下跌19%，可能创下其有史以来最差单日表现。此前，其最大跌幅是6月27日，当时下跌15.5%。这一跌势也拖累了USDC的主要分销平台Coinbase，其股价目前下跌9%。 以Circle的USDC为代表的稳定币获取收益（通常以奖励形式）是用户持有这些代币的关键激励——类似于银行账户中现金产生的利息。批评者认为，如果像Coinbase这样的加密货币应用提供此类收益，客户可能会将资金从银行转移出去。 责任编辑：张俊 SF065

Key PointsAnthropic released a new agentic capability today for its Claude models.

WASHINGTON, DC—NASA Administrator Jared Isaacman on Tuesday laid out a sweeping vision for the space agency’s next decade during an event called “Ignition” in which he and other senior leaders set out their exploration plans. Isaacman and his colleagues shared a number of major announcements, including outlining a nuclear-powered mission to Mars that will release three helicopters there and major changes to commercial space stations. However, most significantly, Isaacman outlined a detailed plan to construct a substantial Moon base over the next decade. He framed it as part of a "great power" challenge, saying that if NASA does not succeed now it will cede the Moon to China. The base included long-range drones, multiple sources of power, sophisticated communications, permanent habitats, scientific laboratories, local manufacturing, and more. To accomplish this, NASA will work with a broad range of industry partners capable of sending medium-size and large cargos to the lunar surface. Isaacman also confirmed that NASA will no longer build a Lunar Gateway in orbit around the Moon, but would rather focus all of its energy and resources on the lunar surface. Read full article Comments

Xiaomi Corp (XIACF) reports a 25% revenue increase and robust growth in EV and AI sectors, while navigating rising costs and geopolitical tensions.

The sari has gone through many changes over its 5,000-year history. The Offbeat Sari , a new exhibition running at Bunjil Place gallery in Melbourne until 30 August, celebrates the garment in its contemporary form. Featuring more than 50 ensembles, it showcases contemporary sari design’s materials, silhouettes and styling Continue reading...

The Committee for a Responsible Federal Budget on Tuesday proposed a new policy to help address Social Security’s looming insolvency: capping annual benefits at $100K for couples retiring at the Normal Retirement Age. The proposal, called the Six Figure Limit, would target the wealthiest retirees while leaving benefits unchanged for most Americans. With Social Security less than seven years from insolvency—at which point the law mandates a 24% across-the-board benefit cut—the committee argues that paying six-figure benefits to millionaires is increasingly difficult to justify. “Given the Social Security program’s large structural funding gap, it is questionable whether the program should be distributing $100,000 a year to some of the wealthiest people in the world,” the committee wrote in a white paper. Under the proposal, single retirees would face a $50K cap. The limits would be adjusted based on claiming age—higher for those who delay benefits until age 70 and lower for those who claim early at 62. The committee estimates the Six Figure Limit would close between one-fifth and one-half of Social Security’s 75-year funding gap, depending on how the cap is indexed over time. In the early years, the policy would affect only the top 0.05% of couples—those with average retirement income exceeding $2.5M annually. By 2060, 60% to 90% of the savings would come from the top fifth of retirees, the CRFB said , while payable benefits would actually increase for the bottom 70% to 80% of beneficiaries. The committee emphasized that it does not endorse any single solution but offered the proposal as one option for lawmakers crafting broader reform. Seeking Alpha analysts were asked about what they thought Congress could do to protect benefits. More on the Markets Dow Jones And U.S. Stock Market Outlook - Wall Street Uncertain Amid U.S.-Iran (Potential) Talks Since 1971, This Is How The S&P 500 Has Performed After Oil Shocks Bifocal Analysis: Short And Long Term - Weekly Blog # 9...

Momentum strategy flags MU, FIVE and BVN as top picks after triple-digit gains, backed by strong earnings surprises and rising price trends.

Investing during war brings volatility, but defense, energy, gold and crypto can outperform while long-term investors use downturns to accumulate assets.

Erick Wayne Devinney, Chief Innovation Officer of Axogen, Inc. (NASDAQ:AXGN) , reported the exercise of 17,938 options on March 16, 2026, with 5,221 shares of Common Stock sold in the open market for total proceeds of approximately $171,000, as disclosed in the SEC Form 4 filing . Transaction and post-transaction values based on March 16, 2026 market close price of $32.84. * 1-year price change calculated using March 16th, 2026 as the reference date. Continue reading

北京时间3月25日凌晨，美股周二尾盘涨跌不一，道指试图延续前一交易日的上涨势头，标普500指数与纳指相对较弱。市场继续关注中东局势的最新发展。 道指涨70.98点，涨幅为0.15%，报46279.45点；纳指跌125.41点，跌幅为0.57%，报21821.35点；标普500指数跌5.08点，跌幅为0.08%，报6575.92点。 周一，美国总统特朗普在“真相社交”平台上发帖称美国和伊朗进行了“非常良好且富有成效的对话，旨在全面彻底解决我们在中东的敌对状态”。特朗普发表讲话后，主要股指均大幅上涨。然而，伊朗官方媒体报道称，两国之间并未进行直接会谈。 据知情人士透露，在特朗普发表声明之前，美国确实通过中东中间人与伊朗进行了一系列闭门讨论。尽管如此，报道称，阿拉伯调解人对双方迅速达成协议的前景私下表示怀疑，因为双方分歧仍然很大。 在华尔街，投资者对结束战争的谈判效果如何越来越感到困惑，因为据以色列当局称，在特朗普总统周一发表评论后，以色列和伊朗继续相互发动袭击。据报道，五角大楼还计划向中东部署约3000名士兵，尽管美国尚未做出向伊朗派遣地面部队的决定。 油价在前一天下跌后，周二恢复上涨。全球基准布伦特原油期货上涨逾4%，交易价格突破每桶104美元。西德克萨斯中质原油期货上涨4%，突破每桶92美元。能源板块也是标普500指数盘中表现最好的板块之一，上涨2%。这使得该板块本月迄今的涨幅超过9%。这是同期标普500指数中唯一处于上涨区间的板块。 美国银行 资产管理公司首席股票策略师特里-桑德文表示：“我们目前看到的是伊朗局势存在很大不确定性，因此我认为，在形势明朗之前，市场将维持震荡走势，表现相当反复。如果标普500指数收于6500点以下，你可能会看到进一步的下行空间。” 当然，周二投资者得到了一些鼓舞，一名伊朗消息人士告诉媒体，美国和伊朗之间进行了“接触”，伊朗“如果能够达成一项维护伊朗伊斯兰共和国国家利益的可持续协议的计划，愿意倾听”。此外，巴基斯坦已表示愿意为两国之间的谈判提供便利。 此前，特朗普在周末曾威胁，如果霍尔木兹海峡不重新开放，将对伊朗发电厂发动袭击。伊朗则回应称，将把美国基础设施作为报复目标。 此外白宫驳斥了关于“特朗普发帖前15分钟石油市场有内幕交易”的指控。 一些交易实体周一在石油期货合约交易中获利数百万美元，而交易发生时间恰好在美国总统唐纳德-特朗普发...