Bank of America revealed several top tech companies that are best positioned heading into April. The investment bank said that investors should buy the weakness in companies such as Microsoft. Other stocks rated buy at Bank of America and screened by CNBC Pro include: Meta Platforms , Apple, PicPay Holdings and Payoneer Global. PicPay PicPay was recently initiated with a buy rating by analyst Mario Pierry. Bank of America says the Brazilian fintech company, which trades on the Nasdaq in the U.S. after a January IPO at $19 a share, is a "compelling growth story" that boasts roughly 43 million active users on its platform, the investment bank wrote. PicPay has a unique ability to service businesses of varying sizes, according to Pierry. "Revenue expansion should also be supported by new verticals, such as services to small- and medium size enterprises," he wrote. PicPay also has a wide array of credit offerings, which should help boost profits from current customers. "We rate PicPay as Buy given strong earnings momentum (supported by monetization of existing clients and operational leverage gains), while valuation multiples are discounted vs LatAm and global peers," he said. The stock is down about 39% in March but investors should buy the dip, Bank of America said. Microsoft Analyst Tal Liani reinstated coverage of the Windows and Xbox parent earlier this week, saying Microsoft is firing on all cylinders. The bank sees Microsoft as a key beneficiary of artificial intelligence in both applications and infrastructure. Liani added that demand remains robust for Microsoft's Azure cloud infrastructure platform. "We believe that Microsoft is well positioned to generate sustained mid double digit growth in the coming 3 years, led by continued adoption of [the] Azure cloud infrastructure platform, cloud based Office 365 productivity suite and a growing number of AI solutions and services," he said. Liani has a price target of $500 per share and says Microsoft shares have ple...

Kathrin Ziegler/DigitalVision via Getty Images Co-authored by Kody's Dividends As analysts, covering Dividend Champions is something we especially enjoy doing. These are publicly traded companies with at least 25 consecutive years of payout raises. Why is this the case? While the broader market fixates on the volatility of quarterly earnings beats or speculative growth, we appreciate the discipline that it requires to maintain a multi-decade streak of rising dividends. A 25-plus-year reputation of dividend growth implies that a company has navigated at least two full economic cycles, a variety of geopolitical events, and so forth. This brings us to our focus for today, which is Artesian Resources ( ARTNA ). When Kody last covered it with a Buy rating in December , he was encouraged by its double-beat in Q3. The company's continued allocation to infrastructure upgrades and new buildouts was another positive. What's more, ARTNA's interest coverage ratio was vigorous. Sealing the deal, shares were moderately undervalued at the time. In our January listicle , we liked ARTNA for the same reasons. Fast forward to today, and we're reaffirming our Buy rating. The water utility invested a record amount in 2025 in water and wastewater infrastructure. We think that ARTNA will receive the bulk of what it requested in its ongoing rate case with Delaware's Public Service Commission, or PSC (DEPSC), too. The company's interest coverage ratio remains admirable for its industry. Finally, shares are a better value now than they have been in recent months. The Ongoing Rate Case And Infrastructure Investments Are Growth Tailwinds Artesian Resources Q4 2025 Earnings Press Release On March 12th, ARTNA released its earnings report for the fourth quarter ended December 31st, 2025. The utility's total operating revenue increased by 4.3% over the year-ago period to $28.02 million in the quarter. What elements contributed to this mid-single-digit percentage topline growth during the fourth qu...

mustafaU/iStock via Getty Images It has been an eventful start to 2026 as the first quarter draws to a close on Tuesday, to understate things. A new war has broken out in the Middle East. Oil, natural gas, diesel and other commodity prices have spiked thanks to the effective closure of the Strait of Hormuz for a month now. New problems in the private credit space have emerged and huge private credit funds have ' gated ' redemptions. The case for Stagflation continues to grow and cryptocurrencies and precious metals entered ' official ' bear market territory in Q1. So, what is ahead for investors, the markets and the U.S. economy in Q2? Three market predictions for the coming quarter follow below: 1) The Iranian Conflict Ends It is impossible to predict how the nascent regional war in the Middle East will conclude, but this conflict seems destined to be resolved in Q2, one way or another. I state this for several reasons. First, regime change driven solely by airpower is all but impossible. And the ' boots on the ground ' needed to make this happen via a ground invasion simply will not be greenlit by Congress or supported by the American public. Iran is many times bigger than Iraq both in territory and population it should be acknowledged. EIA Iranian military and other assets have been severely degraded . To what extent is impossible to know given the fog of war, and the lack of confirmable assessments being provided. We do know that U.S. air defense munitions have been significantly depleted . In addition, the huge spikes in gasoline and diesel prices are hitting on the homefront and pushing up inflation in front of mid-term elections where ' affordability ' will be a key election theme. Statista The effective closure of the Strait of Hormuz is pushing fertilizer and other commodity prices up significantly, which will result in higher food inflation in the months and quarters ahead with a lag. Europe and Asia are in worse positions given their energy dependence on ...

RiverNorthPhotography/iStock Unreleased via Getty Images Introduction Due to Robert F. Kennedy's MAHA campaign and the introduction of weight-loss drugs in recent years, the shift towards healthier products seems to have gained more traction recently. Tyson Foods ( TSN ), a company that's been around for nearly a century and one of the world's largest processors of animal proteins, looks poised to benefit as a result. After their most recent earnings, the stock rallied to a new 52-week high. And if they can continue to see sequential improvements, I wouldn't be surprised to see them reach $70 by year's end. In this article, I discuss TSN's latest earnings, improvements, and why despite my hold rating, the company could continue to outperform going forward. Previous Thesis I last covered Tyson Foods back in November in an article titled: Recent Dividend Increase Shows Inflation Headwinds Continue To Linger. Despite issues, the company had solid improvements, closing out 2025 on a strong note. EPS was up 33% to $4.12, while revenue grew 3.3% to $54.4 billion. Their performance was driven by higher volumes and sales within their segments with the exception of Pork. Pork was down 1.7%, offset by sales growth of 4.3% and 3.8% in their Beef & Chicken segments. Their cash flow profile was strong as well, ending the year with a payout ratio of 58%. But their dividend increase below the rate of inflation showed headwinds still lingered despite improvements. Since, the stock has outperformed the S&P ( SP500 ), who has seen increased volatility in recent months. TSN is up close to 16%, while the index is down close to 3%. Seeking Alpha Solid Q1 Results Tyson's most recent quarter last month showed continued momentum from 2025. The company managed to beat top and bottom line estimates. Revenue was up 5.1% from the prior year to $14.3 billion. This was driven by a sales increase of 6.2%. Their bottom line beat by $0.03, amounting to $0.97. This was still down from $1.14 the prio...

Andrii Yalanskyi/iStock via Getty Images Purpose I look at the high frequency weekly indicators because while they can be very noisy, they provide a good nowcast of the economy, and will telegraph the maintenance or change in the economy well before monthly or quarterly data is available. They are also an excellent way to "mark your beliefs to market." In general, I go in order of long leading indicators, then short leading indicators, then coincident indicators. A Note on Methodology Data is presented in a "just the facts, ma'am" format with a minimum of commentary so that bias is minimized. Where relevant, I include 12-month highs and lows in the data in parentheses to the right. All data taken from St. Louis FRED unless otherwise linked. A few items (e.g., Financial Conditions indexes, regional Fed indexes, stock prices, the yield curve) have their own metrics based on long-term studies of their behavior. Where data is seasonally adjusted, generally it is scored positively if it is within the top 1/3 of that range, negative in the bottom 1/3, and neutral in between. Where it is not seasonally adjusted, and there are seasonal issues, waiting for the YoY change to change sign will lag the turning point. Thus I make use of a convention: data is scored neutral if it is less than 1/2 as positive/negative as at its 12-month extreme. With long leading indicators, which by definition turn at least 12 months before a turning point in the economy as a whole, there is an additional rule: data is automatically negative if, during an expansion, it has not made a new peak in the past year, with the sole exception that it is scored neutral if it is moving in the right direction and is close to making a new high. For all series where a graph is available, I have provided a link to where the relevant graph can be found. Recap of Monthly Reports February data consisted of University of Michigan consumer sentiment, which declined both as to current conditions and the future outlook...

Kathrin Ziegler/DigitalVision via Getty Images Over the last few months, Stepan Company ( SCL ) has achieved some pretty impressive performance. Since I reaffirmed the company as a ‘buy’ candidate back in November of last year, the stock has jumped 17.7%. That is far better than the 3.8% drop that the S&P 500 experienced over the same window of time. This comes as revenue and profits have generally increased. However, certain cash flow metrics and adjusted profits have worsened. This is disappointing to say the least and would normally result in the stock price failing to move higher. However, management has been working on something really special. In addition to continuing to grow the business over the next few years, they have initiated a massive cost reduction program. It is my assertion that, even if this ends up in absolutely no savings, it will still be priced at levels that are fundamentally appealing. And in the event that management does achieve their objectives, the end result could justify massive upside. Given this, I believe that reaffirming it as a solid ‘buy’ candidate is wholly appropriate. Checking in on Stepan Company Author - SEC EDGAR Data Probably the best place to start with when it comes to analyzing Stepan Company would be the newest data that management has offered up. This is data covering the final quarter of the company's 2025 fiscal year. During that time, revenue amounted to $553.9 million. That's an increase of 5.4% over the $525.6 million that the company reported the previous year. According to management, this growth in revenue was driven largely by higher selling prices and a favorable change in product mix. That added 5% to the top line. Management stated that the higher prices were due to the pass-through of higher raw material costs to their customer base. Unfortunately, foreign currency fluctuations added another 3%, so some of this revenue growth was not organic. And then finally, we did see bit of weakness when it came to vo...

The White House has depicted the war in Iran online with videos that weave real life images of missile strikes and destruction with clips from video games, sports clips, and action movies. (Image credit: White House via Getty Images)

Hi, friends! Welcome to Installer No. 121, your guide to the best and Verge -iest stuff in the world. (If you're new here, welcome, good luck in the Elite Eight, and also you can read all the old editions at the Installer homepage .) This week, I've been reading about Will Wright and sync music and the smartphone theory of everything , picking up The Soul of a New Machine again after hearing that Tracy Kidder died, adding SNL UK to my weekly YouTube clip rotation, watching all my favorite things collide when Hilary Duff went on Hot Ones , moving all my music into Parachord , playing with the NewsBlur Android beta, listening to the new podcast f … Read the full story at The Verge.

陈东起因个人工作安排，向董事会递交辞呈，辞任公司总经理一职，自2026年3月31日起生效。 陆金所控股3月27日晚发布公告显示，公司董事会宣布，于2026年3月27日，陈东起因个人工作安排，向董事会递交辞呈，辞任公司总经理一职，自2026年3月31日起生效。

亮点：

重點：

주요 내용:

ハイライト：

Sorotan:

BBC golf correspondent Iain Carter assesses where Tiger Woods' latest arrest leaves his legacy.

Key PointsAlthough Social Security is in no danger of bankruptcy or insolvency, its financial outlook has been deteriorating for decades.

In this article BRK.B .SPX 8766.T-JP 8001.T-JP 8002.T-JP 8058.T-JP 8031.T-JP 8053.T-JP BRK.A Follow your favorite stocks CREATE FREE ACCOUNT (This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.) Berkshire shares suffer longest losing streak in more than 7 years Shares of Berkshire Hathaway have lost ground for eight consecutive days. It is their longest losing streak since eight straight sessions of losses in December of 2018. The Class A shares are down 4.7% and the Class B shares have dropped 4.9% since their most recent daily gains on March 17. Berkshire is falling along with the overall market, which has been hit by rising energy prices and global uncertainty from the Iran war . While the S&P 500 index has not seen a string of daily losses, it is down 5.2% over the same period. Zoom In Icon Arrows pointing outwards Berkshire's year-to-date losses are close to the S&P's 7% drop. The benchmark index is on a five-week losing streak . Zoom In Icon Arrows pointing outwards Berkshire's stock prices are down more than 13% since Warren Buffett announced at last year's shareholders meeting that he would be stepping down as CEO at the of 2025. They are roughly 2% above their August lows but have fallen below two more recent lows in early November and late January. Zoom In Icon Arrows pointing outwards Berkshire's new Japanese investment soars in value Berkshire Hathaway's newest investment in Japan is off to a strong start. Shares of Tokio Marine Holdings soared more than 24% this week after Monday's announcement that Berkshire's National Indemnity is paying $1.8 billion for a stake of almost 2.5% in Japan's oldest insurance company, which Barron's calls " one of the world's best-run property and casualty insurers." Today, Berkshire's new purchase has a market value of almost $2.3 billion . Zoom In Icon Arrows pointing outwards The two com...

In this article @CL.1 Follow your favorite stocks CREATE FREE ACCOUNT Protesters, predominantly Houthi supporters, demonstrate in solidarity with Palestinians, in Sanaa, Yemen on Aug. 1, 2025. Khaled Abdullah | Reuters Yemen's Houthis launched a missile strike against Israel, the group said Saturday. It was the first time the Tehran-backed militia has intervened in the U.S.-Israeli-led war against Iran, which has entered its second month. "The Yemeni Armed Forces ... have carried out the first military operation using a barrage of ballistic missiles targeting sensitive Israeli military sites," Houthi spokesman Yahya Saree said in a post on X. Saree said the strike was in support of Iran's regime and Hezbollah forces in Lebanon. The Israel Defense Forces said they "identified the launch of a missile from Yemen towards Israel," adding that its aerial defenses intercepted the threat. The move by the Houthis marks an escalation in the conflict, which began with U.S. and Israeli airstrikes against Iranian targets on Feb. 28. Analysts have told CNBC that the Houthis could attempt to choke off maritime traffic through the Bab el-Mandeb Strait, separating the Arabian Peninsula and the Horn of Africa — through which ships must pass to reach the Red Sea and the Suez Canal — adding to pressure on global trade. Danish shipping giant Maersk, widely regarded as a barometer of global trade, said earlier in March that the situation in the Middle East had prompted it to pause future trans-Suez sailings through the Bab el-Mandeb Strait until further notice. The Bab el-Mandeb Strait was estimated to account for 12% of seaborne oil trade and 8% of liquefied natural gas trade in the first half of 2023. Iranian forces have already effectively shut down the Strait of Hormuz between Iran and the Arabian Peninsula, through which about 20% of the world's oil supplies moved before the war. Oil prices on Friday closed at their highest level in more than three years, as President Donald Trump's...

财联社3月28日讯（记者 吴蔚玲 沈娇娇） 当“轻养生”成为年轻消费者的日常诉求，“药食同源”产品正加速摆脱“补品”形象。今年全国糖酒会期间，当归、茯苓等一系列中药材，正在加速与水饮、零食、咖啡等产品新形态相融合。这一变革背后，是规模已超3700亿元、全产业链估值突破2万亿元的巨大市场。而口感、价格与研发门槛，正成为新老玩家共同面临的挑战。 从养生茶到咖啡、零食 食品巨头抢滩新风口 “(养生水）可以看成很多年前东方树叶，一开始消费者觉得味道不好，但随着健康意识提升，市场就打开了。”盼盼食品相关负责人对财联社记者表示。 从市场规模来看，2025中国特种食品产业大会公布的数据显示，我国药食同源市场规模已突破3700亿元，全产业链估值超过2万亿元。 前述盼盼食品人士对财联社记者说，从饮料市场大盘来看，虽然当前无糖茶饮整体规模不如有糖饮品，但属于上升赛道，而有糖饮品的市占率正在下滑。在这一市场趋势下，公司通过七白水、茉莉五花茶等一系列养生水饮切入“药食同源”赛道，主要推向上海、深圳等一线及沿海城市，目前正处于市场培育期。 传统企业也在加速转型。 承德露露 （000848.SZ）在杏仁露之外，推出了“露露植本”系列产品，公司相关负责人对财联社记者表示，去年销售额已达数亿元。 “产品本身谈不上功效，但它的原材料如枸杞、枇杷等都是非常健康的，而且配料表非常干净。”谈及产品功能及优势，上述公司人士对财联社记者称。 甚至竞争白热化的咖啡赛道也找到了“功能化”切口。云南品牌四只猫咖啡针对减肥需求，在传统黑咖啡中添加左旋肉碱、益生菌等成分，打造“功效黑咖啡”。“今年刚过年就爆单了！”公司工作人员对财联社记者感慨。 “好吃”与“健康”博弈 部分头部企业谨慎观望 尽管前景广阔，但现实依然充满挑战。首要挑战来自产品本身。“药食同源不仅仅是成分添加，消费者对零添加、配料表干净尤为看重。成分要好，就需要强大的研发能力支撑，否则做不出来。”上述盼盼食品人士直言。 口感则是另一个关键障碍。一位在糖酒会现场的渠道商对财联社记者称：“（养生水）多多少少还是有点中药的口感。”虽然此前已有养生水品牌主动洽谈，但他在糖酒会期间并未特别关注。 零食板块的矛盾更为明显。 甘源食品 （002991.SZ）去年底推出了含当归、茯苓等成分的零食系列，其定价明显高于常规风味产品。有消费者直接对比：“一是价格有点贵，二是在安...

本周上证指数围绕3800点展开激烈争夺，在年报披露的密集检验与全球高油价的共同挤压下，每一次指数下探，都伴随着高估品种与融资盘的筹码松动，恐慌情绪得以释放。3800点下方，或是战略布局的"黄金坑"。策略上可保持战略定力，战术上则需多一份耐心，短期静待企稳信号，市场正进入一个具有结构价值的布局窗口期。 本期《第六交易日》演播室嘉宾高琛、徐嘉奇和涂小龙，更多后市观点与分析，周六晚18:00，敬请关注。

格隆汇3月28日｜据叙利亚国家通讯社：叙利亚挫败了从伊拉克境内发动、以战略要地坦夫基地为目标的无人机袭击。

The average one-year price target for ALSO Holding (SWX:ALSN) has been revised to CHF 226,85 / share. This is a decrease of 22.73% from the prior estimate of CHF 293,59 dated February 21, 2026. The price target is an average of many targets provided by analyst

格隆汇3月28日｜3月27日，针对美国驻港总领馆就香港特区政府修订《香港国安法第四十三条实施细则》发布所谓“安全警告”，崔建春特派员约见美国驻港总领事伊珠丽提出严正交涉，表示强烈不满和坚决反对，敦促美方立即停止以任何形式干预香港事务和干涉中国内政。

格隆汇3月28日｜据央视新闻，据三名参会消息人士爆料，在当地时间3月27日举行的七国集团外长会期间，美国国务卿鲁比奥和欧盟外交与安全政策高级代表卡拉斯就俄乌冲突问题激烈交锋。消息称，这场交锋体现了美国当前与其许多欧洲盟友之间因俄乌冲突而产生的相互不信任。

narvo vexar A federal judge in California late Friday ordered Nexstar ( NXST ) to pause its integration with rival broadcast station group Tegna (TGNA) after TPG ( TPG )-owned DirecTV filed a lawsuit challenging the deal on antitrust grounds. Tegna (TGNA) and Nexstar ( NXST ) closed the $6.2B merger last week after the Federal Communications Commission and the Department of Justice cleared the transaction. U.S. District Judge Troy L. Nunley in Sacramento issued the order after DirecTV sued last week, arguing that the deal could lead to more frequent and prolonged programming blackouts and raise prices for consumers as the newly formed entity bargains with distributors over fees. A group of eight Democratic state attorneys general, including those from California, New York, and Colorado, filed a similar lawsuit last week. In his 24-page order, the judge wrote that DirecTV’s “assertion that despite defendants’ claim the rise of streaming services and ‘ cord-cutting ’ will create a downward pressure on retransmission rates, Nexstar’s CEO Perry Nook recently told investors the opposite.” Nunley scheduled a court hearing for Apr. 7 to decide whether to keep the restraining order in place pending the outcome of a full trial. More on Nexstar Media Nexstar Media's Aim For Scale Drives Instant Value, But Shares No Longer Cheap Nexstar Media Group, Inc. (NXST) Presents at Deutsche Bank 34th Annual Media, Internet & Telecom Conference Transcript Nexstar Media Group, Inc. (NXST) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Eight states ask judge to temporarily block Nexstar, Tegna integration Nexstar Media Group plans $5.1B offering

黄金市场在经历数年来最大跌幅后，逢低买入者开始入场，令这场延续三年的牛市暂时保住颜面。 本月黄金价格累计跌幅达15%，从1月收盘峰值较高点的跌幅一度触及19%，逼近通常意义上标志熊市开启的20%警戒线。但周五出现转机——投资者重新入场，当日金价反弹约3%，市场情绪有所修复。 多位市场人士坚持认为，支撑黄金的结构性逻辑并未改变。富达国际基金经理George Efstathopoulos表示， 此次回调是"买入机会"，"通胀风险、财政压力以及债券公信力问题，都仍是黄金的长期结构性顺风"。 花旗集团全球大宗商品研究主管Max Layton亦在彭博电视节目中表示， 一旦投机性头寸出清，该行将"积极看多黄金"，并对金价一年后高于当前水平"充满信心"。 抛售成因：从股债联动到央行减持 此轮金价下跌，根源在于多重压力的叠加。 伊朗战争引发股票、债券及货币市场的全面抛售，投资者被迫变现黄金以弥补其他资产的损失。 与此同时，冲突带动油价上涨，推高了债券收益率，使这一不生息资产的吸引力有所下降；美元大幅走强，也令使用非美元货币购买黄金的投资者承压。 央行层面同样出现松动信号。 土耳其在伊朗战争爆发后的两周内，出售及互换了逾80亿美元的黄金，以保护里拉汇率。这一举动也对市场情绪造成了伤害，因为在整个牛市周期中，央行一直是黄金的核心买家。 道明证券大宗商品策略师Daniel Ghali认为，就目前而言，大势更可能是央行积累黄金的步伐逐步放缓，而非全面转向净卖出。 ETF大失血：本月流出或创2022年之最 在这轮下跌中，黄金ETF成为抛压的集中出口。 黄金ETF同时受到散户和机构投资者的青睐。据彭博数据测算，在过去14个月里，黄金ETF仅有一个月出现净流出，金属的持续流入为同期黄金70%的涨幅提供了重要支撑。 然而本月ETF资金流向急转直下，有望录得2022年以来最大单月净流出，并抹去今年以来的全部流入。 ETF投资者对利率变化尤为敏感，而当前利率高企的环境正是主要压制因素之一。 对冲基金上周也加入卖方阵营，将黄金净多头头寸削减至去年10月以来的最低水平。不过，Aberdeen Investments ETF投资策略总监Robert Minter指出，股市下跌通常只会在初期引发小幅金价回撤。 牛市逻辑还在吗？叙事暂时"搁置" 这轮牛市始于2023年初，至今黄金累计上涨近150%。起初是各国央...

Wolff Wiese Magana LLC Boosts Stake in Micron Technology, Inc. $MU MarketBeat

Wolff Wiese Magana LLC Boosts Stake in Micron Technology, Inc. $MU marketbeat.com

格隆汇3月28日｜埃及总理：因伊朗战事，国家项目将放缓两个月，以实现消费合理化。此外，埃及将于4月起每周日实行远程办公，持续一个月。

As a Certified Financial Planner®, I've seen all sorts of investment mistakes. And while getting your general investment strategy right is the most important part of a solid long-term wealth creation plan, you might be surprised at how much of an impact optimizing the tax consequ