格隆汇3月18日｜伊拉克库尔德斯坦地区总理巴尔扎尼表示，我们已决定在条件允许的情况下，尽快通过库尔德斯坦地区输油管道出口石油。

File Image: Anthropic CEO Dario Amodei Anthropic vs Pentagon: Who said what Anthropic's 'sorry' and lawsuit for the American government Palantir CEO Alex Karp has a message for Anthropic and everyone supporting Claude maker's CEO Dario Amodei. In an interview with Fortune, Karp said that he wants to make one thing clear and that is: the Defense Department is not using AI for domestic mass surveillance on American citizens — and, to his knowledge, it has no plans to. Palantir is one of America's biggest defence software companies. The Miami-based data analytics and artificial intelligence platform Palantir is a key software provider for the Department of Defense or Pentagon as it is commonly called. Palantir's software is the main channel by which the Department has been using Anthropic’s large language model, Claude.Speaking on the sidelines of the company’s twice-a-year AIP conference recently, Palantir CEO Alex Karp said, "We are legitimately still in the middle of all this.”He added, “It’s our stack that runs the LLMs.” Anthropic partnered with Palantir in 2024 to offer its AI technology to the DoD via Palantir. Anthropic also began working directly with the DoD last year to create a version of its technology designed for the Defense Department.Kind of siding with the Pentagon in its battle with Anthropic, Karp said, “Without commenting on internal dialogs, there was never a sense that these products would be used domestically,” Karp said.“The Department of War is not planning to use these products domestically. That’s a completely different kettle of fish… The terms the Department of War wants are completely focused on non-American citizens in a war context. ”For more than a year, Anthropic's Claude has been the AI model of choice for the US government, and reportedly the first frontier system cleared for classified use. In January, Anthropic's AI tools were said to have been used in the capture of Venezuelan President Nicolás Maduro. However, in the past few we...

Ben Snider, chief U.S. equity strategist at Goldman Sachs, said the six- to 12-month trajectory for the S&P 500 ( SP500 ) and broader U.S. equity markets remains healthy despite elevated uncertainty. In an interview with CNBC, Snider emphasized that fundamental earnings growth remains intact even as investors navigate geopolitical tensions. “Obviously, uncertainty today is very elevated,” Snider said. “But if we look forward six, 12 months, the trajectory of earnings growth for the S&P 500 ( SP500 ) and the broader US equity market still looks very healthy.” The strategist noted that windows of opportunity are closing for certain cyclical trades that had performed well since late last year. Sectors like consumer discretionary ( XLY ) and parts of industrials ( XLI ) saw cyclical acceleration from October through January, but Snider believes investors should now look elsewhere. “We think we’re coming to the later days of those cyclical trades in particular,” he said. Snider recommended that investors rotate away from small-cap ( IWM ), ( SP600 ) and lower-quality stocks toward larger companies with more stable fundamentals. He advised moving into companies with “stronger balance sheets, higher profit margins,” noting that while lower-quality stocks had outperformed in recent months, the current environment favors more stable positions. Large-cap technology ( VGT ), ( XLK ), ( IYW ) remains an attractive area, according to Snider, who pointed to artificial intelligence capital expenditure as a major driver. “The AI CapEx story” has been “the highest conviction and most consistent trade this year for investors,” he said, citing significant upward revisions to spending forecasts that have benefited companies receiving revenue from those investments. Despite the growth of private markets, Snider argued that the U.S. public equity market’s liquidity and depth remain unmatched. With several large IPOs potentially on the calendar this year, he said investors should not “be ...

1. Another senior figure from China’s securities regulatory community, Zheng Xiurong, has been ensnared in an expanding anti-corruption drive following the collapse of Wuhan Dangdai Science & Technology Industries Group, a major private conglomerate. Zheng is the second former regulator investigated after transitioning to Dangdai post-retirement, following Guo Xudong, who faced a similar probe after joining the now-bankrupt firm [para. 1][para. 2]. 2. Zheng, who previously served as deputy director of the Hubei bureau of the China Securities Regulatory Commission (CSRC) and was a three-term member of the influential issuance review committee, was arrested in January 2026. This arrest followed the investigation of Guo Xudong in September 2025, who also became associated with Dangdai after his regulatory career. The probes highlight close, sometimes suspect, ties between regulators and the companies they once oversaw, fueled by China’s era of rapid, leveraged corporate expansion [para. 2][para. 3]. 3. Sources reveal that Zheng’s case is tied to illegal fundraising activities at Dangdai, which has implicated numerous individuals. The probe’s scope has grown to include other former regulators, such as Wang Guangyou, a past head of Hubei’s securities authority, who was placed under investigation in March 2026 [para. 3][para. 4]. 4. Zheng, aged 62, was a veteran in securities regulation with over 20 years of experience, focusing mostly on listed companies in her region. She began her career in law during the 1980s before moving to the regulatory sector in the 1990s, rising through the ranks at the Wuhan office (which later became part of CSRC’s Hubei bureau) [para. 5][para. 6]. 5. Zheng joined the CSRC's powerful Issuance Review Committee in 2011, a period when the committee had enormous control due to its oversight of initial public offerings (IPOs). During her tenure, she participated in the review of 113 firms, approving 70 out of 87 IPO proposals. She left public serv...

美联储设定利率时通常需要在两个目标之间取得平衡：物价稳定和充分就业。伊朗战争导致能源价格大幅上涨，以及2月失业率上升，可能使这两个目标发生冲突。这可能促使美联储在3月17日至18日的会议上维持利率不变，但经济状况的变化可能加剧对于通胀还是就业更重要的分歧。 美联储的平衡术 自1977年以来，美国国会赋予美联储促进充分就业和维持物价稳定的“双重使命”以确保经济强劲。通常情况下，当价格上涨时，美联储会加息以遏制通胀；当失业率上升时，则会降息以降低借贷成本并促进就业。 但在过去一年，美国劳动力市场走软的同时，通胀仍维持高位，这在一定程度上是疫情期间价格快速上涨的后遗症。美国总统唐纳德·特朗普对大量进口商品征收关税的举措可能进一步推高物价，尽管美国最高法院否决了其中大部分关税的法律依据，使政府关税政策的前景蒙上阴影。 与此同时，伊朗战争推高油价可能加大全球通胀压力。战争引发的供应链受阻已开始导致进口商品交付延迟，而更高的燃料价格可能促使消费者削减支出。 美联储主席鲍威尔 美联储的目标 美联储政策制定者从未为失业率设定一个精确目标，认为可持续的最低失业水平只能估算且会随时间变化。目前，美联储认为这一水平约为4.2%。若失业率大幅低于这一水平，经济可能面临劳动力短缺并引发价格上涨。 相比之下，物价稳定一直是公众广泛讨论的话题。在应对上世纪70年代的通胀飙升后，前美联储主席保罗·沃尔克曾表示，理想的通胀水平应接近于零。珍妮特·耶伦在美联储任职期间则主张，央行应容忍温和的价格上涨，以支持薪资增长并巩固就业市场。 美联储在2012年1月正式采用2%的通胀目标并坚持至今。 美联储的挑战 美联储相互竞争的双重使命在全球央行中并不多见。多数央行仅负责将通胀维持在特定水平附近或给定区间内。 近几个月来，美联储的任务变得更加复杂。除了关税和油价的不确定性外，移民政策收紧也在减少劳动力和消费者，使得更难评估经济在不对通胀施加压力的情况下能够承受的失业率水平。 这些矛盾体现在经济数据中。一方面，关键通胀指标显示价格仍高于美联储目标；另一方面，2月非农就业人数意外下降，表明劳动力市场可能比先前预期更为疲弱。 这使得美联储处于两难境地：过快或过多降息可能加剧通胀，而维持利率不变则可能推高失业率。 美联储是否存在第三使命？ 1913年创立美联储体系的《联邦储备法》的准确措辞有时会让一些人质疑美联储实际上...

Arne Slot has said that he must have “done a lot of things wrong” for Liverpool fans to boo their team, but he does not feel the Anfield crowd has turned against him before a crucial Champions League tie against Galatasaray. Slot believes the glum mood around the Premier League champions can be transformed by overturning a 1-0 deficit in the last 16 and reaching the quarter-finals at the Turkish club’s expense. Liverpool were booed off after conceding another costly late goal against Tottenham on Sunday, when Dominik Szoboszlai admitted the team were being affected by fans leaving the stadium early. Slot disputes the frustration was aimed squarely at him. “It’s never nice that they are frustrated because usually fans are not frustrated after you win,” said Slot, who expects Ibrahima Konaté to return having missed the Spurs game with a hamstring problem. “So first of all you’re frustrated yourself and disappointed we haven’t won. Second of all, people told me when I first came here that if it [the booing] was towards me … this club is different than other clubs and the fans will support the manager for such a long time. “So if it’s true what you’re saying – and I don’t feel this at all – then I must have done a lot of things wrong and that’s never a nice feeling to have. Being in a club that’s always so supportive of the manager, in good and bad times, if they are not happy with me then apparently I’ve done so many things wrong and that’s never a nice feeling to have. But I know how the football industry works. Winning can change a lot. That’s what we are trying to achieve tomorrow. And we’re completely ready for that, I can tell you.” Slot did not go into the specifics of his mistakes but insisted that, in terms of work-rate and chance creation, Liverpool remain superior to most opponents. “I did something wrong in the season we won the league and I definitely did make a few decisions that were not perfect in hindsight. But all the decisions I’ve made I’ve always ma...

There were “missed opportunities” that could have prevented the death of a woman with severe mental illness from “sustained inhalation of smoke” after a fire in her prison cell, an inquest has found. Clare Dupree, 48, from Cardiff, died after she used a vape to start a fire at HMP Eastwood Park in Gloucestershire just after Christmas 2022. Directed to reach a narrative conclusion by the coroner Maria Voisin, after a four-week inquest at Avon coroner’s court, the jury found a “lack of automatic in-cell fire detection caused a delay in detecting the fire”. Jurors also found that an incorrect diagnosis of emotionally unstable personality disorder had “contributed to her incarceration” in the first place. Her sister, Rachel Thorrington, said “Clare was just such a happy, kind, outgoing person, she’d do anything for anyone”. But when she was 14, Dupree had surgery to remove a cancerous cyst near her brain, which deeply affected her. And when she was 15 years old, she was raped. She lost her confidence and stopped leaving the house. Dupree’s brother, Phillip Thorrington, said “she was never the same” after this. “She started taking drugs, and then that was the end of it.” Rachel Thorrington said Dupree was introduced to heroin and went “off the rails”. She started mixing with “the wrong people” who “took advantage of her kind nature”, and “by this time she was battling with her mental health anyway”. In her mid-20s, Dupree was sectioned. She was no longer able to care for her daughters and they were looked after by family members. Dupree’s mental health would fluctuate; she would have periods where she was very unwell and lose contact with her family, but at times she would take her medication, and be better. One of Dupree’s daughters, Emma Baptiste, said: “People talk about her being on drugs and her mental health, but for me, all that I ever saw was this caring, sensitive, generous, funny, friendly, warm, welcoming, amazing person.” View image in fullscreen Phillip Thor...

文章提及标的 英伟达 -- 英伟达（NVDA）CEO黄仁勋：回购和分红将是一个非常大的数字。

Tech stocks have been the best place to find long-term winners over the last few decades. Artificial intelligence (AI) is the current catalyst that could fuel the sector's growth over the next decade and beyond. You don't need a huge sum to start building wealth. With $1,000 or less, you can still find competitively positioned businesses that look reasonably priced and could multiply your investment over the long term. Here are two tech companies that look unstoppable right now. 1. Oracle Oracle (ORCL 1.28%) powers cloud systems that many businesses rely on for database services, sales, and supply chain management. That foundation is starting to translate into faster growth as customers shift more workloads to the cloud and add AI capabilities on top of what they already use. Third-quarter revenue grew 22% year over year to $17 billion, with cloud revenue up 44%. Oracle continues to see strong customer demand for running AI models on its existing business data. This is driving demand above what the company can supply right now. Larger companies are using AI more than smaller businesses, according to research from the Motley Fool. This trend is clearly benefiting Oracle, as some of its largest AI customers have solid financials and balance sheets, allowing them to continue spending on cloud infrastructure services. Because of this, management expects to exceed its revenue growth forecast through fiscal 2027, but this doesn't appear to be fully priced into the stock's valuation. The stock is trading at 22 times forward earnings, while analysts expect 21% annualized earnings growth over the next several years. Assuming the stock continues to trade at this same earnings multiple, investors could potentially see above-average returns in the next five years. Expand NYSE : ORCL Oracle Today's Change ( -1.28 %) $ -2.00 Current Price $ 153.97 Key Data Points Market Cap $449B Day's Range $ 153.80 - $ 158.92 52wk Range $ 118.86 - $ 345.72 Volume 558K Avg Vol 28M Gross Margin 6...

恒指期货夜盘收跌0.01%，报25885.96点，高水17.42点。(新浪财经) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

Key Points Oracle is playing an increasingly valuable role in enabling enterprises to adopt AI. Amazon leads e-commerce and cloud computing with over 650 million square feet of fulfillment centers and data centers. 10 stocks we like better than Oracle › Tech stocks have been the best place to find long-term winners over the last few decades. Artificial intelligence (AI) is the current catalyst that could fuel the sector's growth over the next decade and beyond. You don't need a huge sum to start building wealth. With $1,000 or less, you can still find competitively positioned businesses that look reasonably priced and could multiply your investment over the long term. 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 » Here are two tech companies that look unstoppable right now. 1. Oracle Oracle (NYSE: ORCL) powers cloud systems that many businesses rely on for database services, sales, and supply chain management. That foundation is starting to translate into faster growth as customers shift more workloads to the cloud and add AI capabilities on top of what they already use. Third-quarter revenue grew 22% year over year to $17 billion, with cloud revenue up 44%. Oracle continues to see strong customer demand for running AI models on its existing business data. This is driving demand above what the company can supply right now. Larger companies are using AI more than smaller businesses, according to research from the Motley Fool. This trend is clearly benefiting Oracle, as some of its largest AI customers have solid financials and balance sheets, allowing them to continue spending on cloud infrastructure services. Because of this, management expects to exceed its revenue growth forecast through fiscal 2027, but this doesn't appear to be fully priced into the stock's valuation. The stock is trading at ...

Keel Joins Palantir and U.S. Navy in ShipOS Initiative to Accelerate Submarine and Broader Naval Production 01net

Poulssen Unilever Plc ( UL ) is in the early stages of considering a separation of its food business. The conglomerate is speaking with advisers as it evaluates a possible separation of most or all of its food business, according to a Bloomberg report on Tuesday, which cited people familiar with the matter. Unilever ( UL ) is considering spinning off the business as a whole, or holding onto some key brands, while separating the rest, though any deal may not happen before 2027. A transaction would likely value the Unilever ( UL ) food business at tens of billions of dollars, according to the report. The company's food assets could also see interest from potential buyers. Unilever hasn't made any final decisions and may decide to keep its current structure or look at other options. Unilever declined to comment to Bloomberg. Unilever ADRs edged higher by 0.1%. More on Unilever Unilever: Relatively Anemic In 2026, I Say 'Hold' Unilever PLC (UL) Presents at Consumer Analyst Group of New York Conference 2026 - Slideshow Unilever PLC (UL) Presents at Consumer Analyst Group of New York Conference 2026 Prepared Remarks Transcript Unilever Non-GAAP EPS of €3.08, turnover of €50.5B; initiates FY26 outlook America’s strongest brands in 2026, ranked

格隆汇3月18日｜恒指期货夜盘收涨0.01%，报25891点，高水22点。

Daisy-Daisy/iStock via Getty Images I don't smoke. Not out of false moralism or anything (my best friend smokes more than a chimney), I simply don't like the taste. And, despite having tried it once or twice, I think Ispire Technology Inc. ( ISPR ) long-term holders are having the same feeling. This microcap has lost ~76% of its market value since its IPO and is already double digits below my previous 'Sell' rating. Ispire's chart since its IPO (Seeking Alpha) I told you they are unprofitable and transitioning to a less cannabis-heavy model (I explained exactly why before) towards ODM technology with proprietary technology and design. Ispire Margins would be fatter, and they have some differentiation in R&D. That actually happened. SG&A plummeted 26%, and receivables started to fall as well, freeing up more space for OCF generation. Even so, I still thought it was more cough than puff. It wasn't worth buying as a turnaround story. But there's a catch here. If they managed to successfully implement the age-gating technology with blockchain (a joint venture with Berify and Chemular), they could push a huge upside. In the long term, I think Ispire could also be acquired by giants like Altria ( MO ), potentially centralizing ODMs (and with FDA approval, it would be much more appealing, wouldn't it?). Ispire All of this is very speculative, of course. And operationally, I still saw no reason to change my rating. Another quarter has passed since then, and Ispire pulled more bad numbers. Do they still have any leftover smoke left? The Age-Gating Thesis Is Taking Too Long I don't know if you remember, but in my last article here I told you that Ispire's age-gating technology was under review by the FDA. And, apparently, things seem to be dragging on longer than the market would like. They submitted the PMTA in May of last year, and it has been under priority review since June. The problem here is that management told us they expected approval by early 2026. So far, nothing....

文章提及标的 英伟达 -- 英伟达（NVDA）CEO黄仁勋：到2027年底，Blackwell和Rubin芯片带来的营收机遇“可能将超过1万亿美元”。

This article first appeared on GuruFocus. Uber Technologies (NYSE:UBER) shares climbed about 5% on Tuesday morning after the company expanded its autonomous vehicle partnership with Nvidia (NASDAQ:NVDA) to deploy robotaxis. The ride-hailing firm said it plans to launch a fleet of AI-powered autonomous vehicles using Nvidia's software, with initial deployments expected in major cities before a broader global rollout. The move is part of Uber's strategy to scale driverless mobility without building its own technology stack. The partnership builds on Nvidia's DRIVE platform, which provides the computing and software needed for Level 4 autonomy, meaning vehicles can operate without human input in certain conditions. The companies expect the rollout to begin with supervised systems before moving toward fully autonomous operations. Uber has been capitalizing on the market of self-driving partners, collaborating with any type of tech and auto company as the robotaxi race intensifies. They are also utilizing that as more of a platform connecting riders to a group of autonomous vehicle operators rather than owning their own fleets. Analysts suggest the broader ecosystem approach may help Uber scale faster, though timelines for full autonomy could depend on regulatory approvals and infrastructure readiness across markets.

文章提及标的 英伟达 -- 英伟达（NVDA）CEO黄仁勋：Groq可能会为数据中心市场带来25%的增长空间。

This article first appeared on GuruFocus. Nebius Group (NASDAQ:NBIS) shares are down 9.44% intraday after announcing plans to raise about $3.75 billion in convertible debt following a major commercial agreement with Meta Platforms (NASDAQ:META). The offering consists of two tranches of senior notes due in 2031 and 2033, with proceeds earmarked for data center expansion and the purchase of customized chips. The capital raise comes shortly after Meta committed to spending up to $27 billion over five years for access to Nebius' compute capacity, marking a second major agreement between the companies. The debt move puts Nebius alongside CoreWeave (NASDAQ:CRWV) and Nscale in a group of AI data center specialists that have turned to credit markets to finance capital-intensive buildouts. Bloomberg noted that the trend has prompted some concern about a potential bubble in the sector. Nebius also received a $2 billion strategic investment from Nvidia (NASDAQ:NVDA) last week, under a partnership covering joint AI factory design and multi-generation infrastructure deployment.

This article first appeared on GuruFocus. Intel Corporation (NASDAQ:INTC) shares fell about 2% on Tuesday as investors reacted to new artificial intelligence updates unveiled at Nvidia's annual GTC conference. The decline followed heightened focus on next-generation GPU systems and expanded AI infrastructure plans presented by Nvidia. At the conference, Nvidia outlined its latest hardware roadmap, including the Vera Rubin architecture and updated Blackwell-based systems designed to boost AI inference performance. The company also highlighted new inference-focused chips and projected strong long-term demand for AI infrastructure, reinforcing expectations that GPU-centered platforms will remain central to data center deployments. The announcements underscore the further move toward AI reasoning workloads by Nvidia, which is increasingly becoming associated with real-time apps and agent-based systems. Other observers observed that by emphasizing faster GPU systems, investor attention could be drawn off of CPU-based strategies, which also formed a component of Intel's AI data center strategies. Intel has also been highlighting its AI inference game with x86 processors and collaborating with Nvidia in integrated systems. However, market players are getting acquainted with the possibility of Nvidia disrupting the competitive landscape in the semiconductor industry in the near future due to its larger roadmap and growing ecosystem.

Intel Stock Falls as Nvidia Doubles Down on AI Chips TradingView

The neocloud company has new deals with major tech companies, and just announced that it will be taking on debt to help finance data centers.

This article first appeared on GuruFocus. Release Date: March 17, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Travis Perkins PLC (TPRKY) achieved a net cash position for the first time in nearly 30 years, indicating strong financial health. The company has no significant refinancing needs until 2028, providing financial stability and flexibility. Toolstation UK continues to show strong earnings growth and remains a key profit earner within the group. The leadership team has been restructured with a focus on driving sales and profitability, indicating a strategic shift towards operational efficiency. The Oracle transition, which previously caused disruptions, is now complete, and the company is beginning to see positive benefits from the system. Negative Points Group revenue for the year was down 0.9%, reflecting challenges in maintaining sales growth. Adjusted operating profit decreased by 12.5% compared to the prior year, indicating pressure on profitability. The company faced significant overhead inflation of around 40 million pounds, which could not be fully offset. Toolstation Benelux continues to be a loss-making entity, requiring strategic decisions to address its performance. The construction market remains competitive and volume-starved, making it difficult to pass on manufacturers' price increases. Q & A Highlights Q: Are you happy with where consensus is for 2026, given the delivery of 2025 in line with forecasts? A: (Gavin Clark, CEO) We are not making any comment on consensus today. Q: Can you comment on the price elasticity of your customers and your attitude towards pricing given the inflationary backdrop? A: (Gavin Clark, CEO) We need a balanced approach to pricing and margins. Last year, aggressive pricing helped gain market share, but this year we aim to maintain and grow market share while improving margins. Q: How do you think about deploying your significant balance she...