格隆汇3月27日｜3月26日，在世贸组织第14届部长级会议期间，商务部部长王文涛与尼日利亚工业、贸易和投资部部长奥杜沃莱签署《中华人民共和国政府和尼日利亚联邦共和国政府共同发展经济伙伴关系框架协定》。这是中国与第34个非洲国家签署的框架协定。

Sundry Photography Cloudflare ( NET ) is likely to be a major beneficiary from the rise of artificial intelligence agents, Oppenheimer said. “We believe the internet is in the early stages of an incoming traffic boom,” analyst Param Singh wrote in a note to clients. “Agentic AI and its complementary tools are a lever that will produce a flood of data traffic, with our estimates suggesting traffic growth at >20% CAGR for 2025-2030. To pair with these higher volumes, agentic traffic should attract higher attach on both security and compute compared to normal human traffic. Our analysis visualizes the impact of the surge in agentic data for Cloudflare, which we estimate has a ~1.3x multiplier effect on revenue versus existing traffic. We believe this supports sustained >30% revenue growth beyond CY26 and for the next few years. We are highly bullish on Cloudflare's architectural position in an AI-centric world and reiterate our Outperform/$300 PT.” Cloudflare shares finished down 3.6% on Thursday but have gained nearly 20% over the past month and 80% over the past 12 months. More on CloudFlare Cloudflare: Avoid Stablecoin Hype Cloudflare: Loaded Up At $170, Where I'll Load Up Next Cloudflare: Flawless Execution Meets Mathematically Impossible Valuation Cloudflare pops on report Coinbase, other companies aiming to issue stablecoin Cloudflare's CEO summoned as suspect in Spanish football rights case: report

Sanuwave Announces Record Revenues and Financial Results for Q4 and Full Year 2025

Follow Exxon Mobil on Seeking Alpha! Learn more about Seeking Alpha Quant Ratings Get Started With Seeking Alpha Premium Now This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Welcome to 2 Minute Analysis. Our goal is to not only entertain, but provide value and insights about the investments you care about. Today’s episode is from this request. So, let's throw 2minutes on the clock and dive-in. Today, we are looking at RTX Corporation, ticker symbol RTX. Kicking things off here with the Quant rating system, it is currently a Hold rating on the stock, and we're going to dive into the metrics here in just a moment. Jumping over to the Seeking Alpha Analysts, they are currently a Buy in aggregate on this stock, and that's from 9 analysts providing their coverage in the last 90-days. Lastly, Wall Street analysts are currently a Buy on this stock, and that's 22 analysts providing their coverage in the last 90-days. To learn more about how the Seeking Alpha Quant system and Seeking Alpha Analysts outperform the market, visit the link in the description of this video. Now, let's dive deeper. This is a $266.72 billion market capitalization company found within the industrial sector and the aerospace and defense industry. Kicking things off here, the Valuation grade is currently a D-. If we look at that PEG non-GAAP forward it is 2.87, compared to the sector at just 1.57, showing that it's a bit richly valuated here. In addition, the trailing 12-months price-to-book ratio is 4.08, compared to the sector at 3.03. Jumping into the Growth grade, it is currently a C- with the revenue growth year-over-year of 9.74%, compared to the sector at just 4.65%, as well as the forward revenue growth number here of 7.26%, compared to the sector at 6% flat. In addition, the EPS diluted growth year-over-year is 39.72%, compared...

The MagGo wireless charging pad is available in black (shown here) or white. | Image: Anker I’ve probably saved minutes of my life by using a wireless charging puck. Minutes! More valuable than that, I’ve saved myself from bending over numerous times to pick up my USB-C cable that somehow always ends up on the floor. Those with magnet-equipped phones (like the iPhone 12 or newer, or a Google Pixel 10 or 10 Pro phone) can reap similar benefits from a MagSafe-ready Qi2 charging puck. Anker’s MagGo 15W pad is one such model, and it’s down to $14.99 ($15 off) at Amazon and Walmart thanks to Amazon’s Big Spring Sale . Is 15W fast enough to quickly recharge your phone? If you define “quickly” as under an hour, then no. If you need a bunch of juice in just a few minutes, plugging in is your best bet. But is 15W perfect for leaving your phone to recharge overnight? Yes, indeed. Anker Qi2 15W wireless charging pad Anker’s low-cost charging pad has a five-foot USB-C cable, and the company claims you can leave your phone’s case on while you charge. It doesn’t include a wall adapter. Where to Buy: $29.99 $14.99 at Amazon (black) $29.99 $14.99 at Amazon (white) The MagGo Qi2 puck doesn’t include a wall adapter, although one is required for use (Anker recommends a 25W adapter that supports Power Delivery). Assuming you already have one of those, it’s a nice accessory that makes it even easier than it already was to charge not just your phone, but your AirPods, too. Anker’s product page mentions support for Samsung’s Galaxy Buds, so it’s likely that other earbud models that have wireless charging-ready cases will work with this charging pad, too.

Meta, YouTube to appeal $6 million-plus award to young woman The Center Square

Can The Courts Delete Democracy? Authored by Jeffrey Tucker via The Epoch Times, Our forefathers had the idea of creating a government of, by, and for the people. The crucial tool to make this possible was the vote: The people would have their way, within law, and through their elected representatives . The idea was rooted in the ancient idea of democracy but with a republican twist—it would not be mob rule. There would be checks and balances. There would be inviolable rights. Everyone on the planet Earth at the time said that this would never work—you need a king or a dictator or some other hereditary or ecclesiastical leader. It worked anyway. One hundred years later, the United States—its economy, culture, and freedoms—became the envy of the world. We’ve drifted far from those ideals, but in 2024, voters on a national level delivered a clear mandate to the incoming Trump administration. It would clean up the vote, control immigration, root out fraud and waste, rebuild the country after five tumultuous years, restore the middle class, and recommit the nation to freedom and the Constitution. It’s a compelling idea, and majorities agreed. In the past year, we’ve seen many examples of how appointed federal judges have intervened to try to stop the voters from having their way. The Supreme Court has had to intervene several times to make a simple point: The president is head of the executive branch. There is no such thing as a fourth branch of permanent administrators. Somehow, some federal judges have not yet gotten the message. In the U.S. District Court for the District of Massachusetts, Judge Brian E. Murphy issued a preliminary injunction on March 16, blocking several crucial changes pushed by Health and Human Services Secretary Robert F. Kennedy Jr. to federal vaccine policy. He did so on behalf of the American Academy of Pediatrics, a pharma-supported organization that advocates for childhood gender transitions and maximum vaccinations. The ruling targeted Kenn...

Exclusive: US deploys uncrewed drone boats in conflict with Iran Reuters

Klaus Vedfelt/DigitalVision via Getty Images Thesis Summary While President Trump has tried to push the narrative that the Iran war is drawing to a close, markets remain skeptical. Stocks are still struggling to regain their uptrend, and bond yields are moving higher. While I remain optimistic that we will end 2026 higher, I see some more pain ahead over the next few weeks. For months, investors have been buying the dip, correctly assuming that Trump would step in to produce some positive headlines. Now, this regime seems to have changed. If anything, selling the rip is the way to go now. In other words, wait for the good news, and fade the rally. I call this the Trump skepticism trade. It Paid To Buy The Trump Rallies Since the whole liberation day debacle, it’s paid to buy the dip. Trump induced rallies (Investing.com) Whenever markets faltered, Trump would generally come in with some rhetoric to reverse the decline. Tariffs were walked back, and now it seems like Trump is looking for an out when it comes to the Iran war. Iran War Update We kicked off the week with Trump assuring markets that peace talks were underway. This was refuted by Iranian media, and it would appear that even yesterday, Iranian government officials were denying the peace talks. However, it does seem to be confirmed that Iran allowed the passing of 10 US oil tankers through the Strait of Hormuz, as a sign of good faith to begin negotiations. The truth is, it’s hard to know what’s going on, since both sides have incentives to keep their cards close to their chest. It stands to reason that both countries want out of the situation, while still saving face. As it stands right now, it looks like a deal might happen which would involve joint control of the Strait of Hormuz. But barring that, if negotiations fall through, boots on the ground now seem a real possibility. Trump Skepticism In Play The market has made it very clear that it no longer fully trusts Trump’s announcements. SPX 4h chart (Tre...

JadeThaiCatwalk/iStock via Getty Images Wolfspeed ( WOLF ) announced today it had closed its previously announced private placements of convertible notes, common stock, and pre-funded warrants. This allowed the North Carolina-based company to redeem approximately $475.9M of its outstanding Senior Secured Notes, which were due by 2030. This is expected to lower its annual interest expense by approximately $62M and total debt by approximately $97M. Wolfspeed shares were up 3% during early post-market trading on Thursday after ending the trading day down by 9%. "We believe this refinancing reflects strong confidence in Wolfspeed's technology leadership and the long-term growth potential for silicon carbide, demonstrated by the support of new and current institutional investors, including T. Rowe Price investors, among other notable anchor investors, collaborating on this financing," said Gregor van Issum , Wolfspeed's Chief Financial Officer. "With this stronger financial foundation, we believe we are well positioned to accelerate innovation across our silicon carbide solutions, including 300mm silicon carbide wafers to potentially support next-generation AI computing platforms and immersive AR/VR systems, while continuing to advance our long-term growth strategy and reinforcing Wolfspeed’s position as a pioneer in silicon carbide technology," he added. More on Wolfspeed, Inc. Wolfspeed: Persistent Operational Challenges Offset By Massive Tax Refund - Hold Wolfspeed, Inc. 2026 Q2 - Results - Earnings Call Presentation Wolfspeed, Inc. (WOLF) Q2 2026 Earnings Call Transcript Wolfspeed falls after weak outlook as analysts mull 'lackluster" demand in EV market Wolfspeed outlines $140M–$160M Q3 revenue target as AI data center momentum offsets EV softness

Torsten Asmus/iStock via Getty Images Marathon Petroleum Corporation ( MPC ) reported stellar results for the 4th quarter and whole year in February. One analyst, Manav Gupta of UBS Investment Bank , remarked, " Look, I mean we did not see a $4 EPS, so you definitely surprised us to the upside. So, congratulations on that. " It was an exceptional quarter. Yet, the rest of the story seems more important, maybe much more important. In more recent times, conference calls for reporting financial results seem richer with significant and telling information. For Marathon, the CFO definitely exploited an extremely important achievement. In her comments, Maria Khoury, Executive VP & CFO, noted, "Distributions received from MPLX are expected to fund MPC's dividends and stand-alone capital spending in 2026, allowing us to return all excess free cash flow after the needs of the business to shareholders in 2026. " The refiner is now a free-wheeling entity. The investor question becomes, what will Marathon do with all of its cash? It is plodding along, like a donkey, so to speak, but, at times, the plodding can explode into a gallop. It just did! This continues our coverage of Marathon, the last being Cheaper Heavy Crude Might Come For Marathon Petroleum Corporation . In the article, we discussed benefits for the Gary, LA refinery with a more reliable source of heavy crude coming from Venezuela. This advantage is one of many. So, let's go watch the donkey plod for a while. We just might find a patch or two of faster speeds. Short Company Review The company is North America's largest refiner. The ratio between gasoline and distillate is approximately 60/40. As a reminder, distillate has a significantly higher value most of the time. The locations for its refineries are: Galveston Bay, Texas City, Texas Garyville, Louisiana Catlettsburg, Kentucky Robinson, Illinois Detroit, Michigan El Paso, Texas St. Paul Park, Minnesota Canton, Ohio North Mandan, North Dakota Salt Lake City, Uta...

Should You Still Bet on a Tesla-SpaceX Merger? Wedbush Says This 1 Key Development Means Yes. Barchart.com

Wedbush has flagged Terafab as a key signal, suggesting Tesla and SpaceX remain on a path toward eventual consolidation.

Should You Still Bet on a Tesla-SpaceX Merger? Wedbush Says This 1 Key Development Means Yes. Barchart

Super Micro Computer (NASDAQ:SMCI) , a server and storage solutions provider, closed Thursday at $22.21, down 7.65%. The stock fell as investors reacted to fresh shareholder lawsuits tied to DOJ smuggling charges and analyst downgrades. The stock is reacting to ongoing legal developments and any updates on export-control risks. Trading volume reached 53.3 million shares, coming in about 48% above its three-month average of 36.1 million shares. Super Micro Computer IPO'd in 2007 and has grown 2,435% since going public. The broader markets pulled back Thursday, with the S&P 500 (SNPINDEX:^GSPC) dropping 1.74% to 6,477 and the Nasdaq Composite (NASDAQINDEX:^IXIC) sliding 2.38% to 21,408. Within computer and office equipment, industry peers Hewlett Packard Enterprise (NYSE:HPE) closed at $25.07 (-2.75%) and Dell Technologies (NYSE:DELL) finished at $175.82 (-4.45%), underscoring pressure across hardware names. It’s been a rough time for Super Micro shareholders . Shares tanked last week after a company co-founder was indicted for allegedly diverting AI servers to China. Today, a new shareholder class action lawsuit filed in California had investors bailing from the stock once again. Continue reading

May WTI crude oil (CLK26 ) on Thursday closed up +4.16 (+4.61%), and May RBOB gasoline (RBK26 ) closed up +0.1238 (+4.18%). Crude oil and gasoline prices rallied sharply on Thursday amid skepticism about a ceasefire in Iran. Crude prices also rose on a report from Axios on Thursday that...

The International Olympic Committee will require all athletes who want to participate in women's events to undergo genetic testing. The policy takes effect for the 2028 Summer Games in Los Angeles. (Image credit: Leon Neal)

Earnings Call Insights: Pony AI Inc. (PONY) Q4 2025 Management View CEO Jun Peng highlighted "multiple remarkable milestones" for 2025, including a 160% year-over-year surge in Robotaxi revenues in Q4 and fare charging revenues increasing more than 500%. Peng announced, "Our fleet has now surpassed 1,400 units," and shared that Pony AI crossed 1 million users in China. He emphasized achieving unit economics (UE) breakeven in both Guangzhou and Shenzhen, stating, "We achieved UE breakeven in both Guangzhou and Shenzhen, and we will replicate this success into more markets." Peng detailed the dual-engine strategy for 2026, focusing on both China and global markets. "Last quarter, we set our Robotaxi fleet target to over 3,000 units for this year ... we now have greater visibility and are confident in actually even exceeding this target." He projected deploying robotaxis in over 20 global cities and tripling Robotaxi revenues for 2026, supported by strategic partnerships with companies such as Tencent and Uber. CTO Tiancheng Lou explained, "Our fleet has surpassed 1,400, a large growth throughout the year. Robotaxi is the first true commercial application of physical AI, validated by real-world operations and user adoption." CFO Haojun Wang reported, "In the fourth quarter, Robotaxi revenue surged 160% to USD 6.7 million. For full year 2025, Robotaxi revenues reached USD 16.6 million, growing more than double at 129%." Wang also stated, "We achieved a historical financial milestone in the fourth quarter by achieving a first ever quarterly GAAP level net profit." Outlook Management reiterated its confidence to "triple our Robotaxi revenues, grow fleet to over 3,000 vehicles and deploy robotaxis in more than 20 global cities" in 2026. Peng stated, "We are super confident to triple our Robotaxi revenues, grow fleet to over 3,000 vehicles and deploy robotaxis in more than 20 global cities." Wang added, "We expect the revenue growth to outpace the growth of operating expens...

格隆汇3月27日｜美国国防部称，在针对伊朗的行动中，美方部署了无人快艇进行巡逻。

U.S. Bancorp ( USB ), parent company of U.S. Bank, has appointed Toby Clements as its new senior executive vice president and chief operations officer. In this role, Clements will oversee the company’s client service centers and global operations teams, leading more than 16,000 employees. Clements will join the company’s managing committee and succeed Souheil Badran , who announced his retirement from the company earlier this year. USB +0.41% after hours to $51.8. Source: Press Release More on U.S. Bancorp US Bancorp: Buy The Floating Preferred Shares In Neutral Rate Environment (Rating Upgrade) U.S. Bancorp H PFD Vs. Owning One Of The 4 Fixed-Rate PFDs U.S. Bancorp Advisors targets new offerings for those new to building wealth U.S. Bancorp raised to Buy from Hold at Truist Securities

A federal judge said he would let label-maker Multi-Color Corp. draw the rest of its $250 million Chapter 11 loan, but stopped short of approving a contested feature of the financing that would push some existing debt to the top of the repayment line. US Bankruptcy Judge Michael Kaplan said Thursday he was prepared to grant final approval for the debtor-in-possession loan, which would unlock another $125 million after the court authorized an initial draw last month. However, he said he wasn’t ready to sign-off on a provision in the deal that rolls-up a total of $250 million of existing debt in exchange for the new money, an aspect of the financing opposed by rival lenders. Absent a settlement among the lenders, Kaplan said he needs more information about how the roll-up would affect different unsecured creditors. He said he would revisit the issue at a trial next month, when Multi-Color seeks confirmation of its proposed restructuring. Lenders backing the restructuring include private equity sponsor Clayton, Dubilier & Rice, along with Apollo Capital Management, Ares Management and Arini Capital Management. The roll-up is a fundamental part of the consideration lenders negotiated, Evan Fleck, a lawyer for the lender group, said at Thursday’s hearing. Fleck said his clients may be unwilling to fund the financing without the roll-up, though lawyers for the parties said they would continue negotiations out of court. Another hearing on the financing is scheduled for Friday morning. Kaplan said that while roll-ups have become a common feature of Chapter 11 financing, the effect on Multi-Color’s unsecured creditors “requires further analysis and a more expansive record” at a later hearing. The judge granted interim approval of the loan, and part of the roll-up, when Multi-Color first filed for bankruptcy. Opposing lenders, including Canyon Capital Advisors LLC, said they had offered alternative financing and argued the roll-up would improperly shift value from lower-ranki...

格隆汇3月27日｜知情人士透露，苹果公司本周向iPhone产品设计团队的许多成员发放了价值数十万美元的特别奖金，旨在遏制人才流向OpenAI等正在自研设备的AI初创公司。

A number of stocks fell in the afternoon session after a Los Angeles jury found major social media platforms negligent, ruling that their products are designed to be addictive and cause harm to young users.

格隆汇3月27日｜美联储理事库克：人工智能对劳动力市场具有变革性作用。