2026 has been a poor year for Magnificent 7 stocks so far. At the close of Friday, only two Magnificent 7 stocks are up so far in February with Meta Platforms (Nasdaq: META) and Apple (Nasdaq: AAPL) being down more than 5% month-to-date. Stocks in the Magnificent 7 aren’t alone in struggling so far in ... NVIDIA Leads Magnificent 7 Stocks in March while Apple and Tesla Slide

Joint Stock Company Kaspi.kz ( KSPI ) makes some sense in the current oil crisis. The Kazakhstan Tenge, or KZT, is up around 10% against the USD ( KZT:USD ) since October, and the price of the USD-denominated issue is down 5%. Since the war, the KZT is up 4% or so against a couple of points of decline in the KSPI stock. It's a petro-currency to a petro-economy after all, so an oil crisis isn't such a bad thing for the KZT flows in this business. Regardless of the tactical element, the performance of the company is pretty good. Not too much deceleration in the latest results, though some of the effects of higher sales taxes and bank taxes are still to be felt in Q1 and therefore have not yet hit the results. This is what we covered previously and was a concern for us. However, there is at least some offsetting improvement in the smartphone sales situation, which should accelerate smartphone adoption and drive the marketplace in particular in 2026. Also, Hepsi should be doable at EBITDA breakeven levels in 2026. In general, the Kazakh economy is developing, and the more typical taxes and structure aren't coming too much at the expense of Kaspi's growth, which should be less harangued on a go-forward basis. Hepsi is also becoming EBITDA neutral even with reinvestment to increase the business' economics. We are going to see some pressure in Q1 from some of the taxes we mentioned in our previous coverage, and also there is no relief from lower rates in Kazakhstan. But the economy is developing well, Kaspi is doing fine, and the dividend is also back. We don't expect much drag from Hepsi now either, with the clear target to keep that business from dragging on group EBITDA. Kaspi is still cheap at just a little over 6x trailing PE given the growth. Results The first thing is the 850 KZT dividend is back on a 35k KZT price, which should forward at more than a 10% dividend yield since this should be quarterly. so we've declared KZT 850 per share for the final quarter of last...

The EU is hoping to urgently reboot talks on the “reset” of relations with the UK as negotiations are in danger of foundering before a planned July summit. At a public meeting of the EU-UK parliamentary partnership assembly in Brussels, the European Commission vice-president and trade commissioner, Maroš Šefčovič, said both sides had to “change gears” now to ensure the deal got over the line. Deadlock over the tuition fees EU citizens would pay in a proposed youth mobility scheme is a major challenge, he said, while the UK’s trade minister, Chris Bryant, said that talks on a sanitary and phytosanitary (SPS) agreement was tricky because of the amount of legislation needed in the British parliament. Šefčovič told the MPs and MEPs on Monday that finding agreement before the next summit – pencilled in for early July – was “very ambitious”. But he added: “We need to change gears and work through complexities.” He repeatedly called for a compromise on tuition fees, the first time he has spoken publicly on the issue since a so-called “common understanding” or formal agenda for a reset between the EU and UK was signed off last May in Lancaster House. Keir Starmer, the prime minister, has put agreeing a new deal with Brussels at the centre of his economic and foreign policy, and is hoping to announce a number of agreements at the summit this summer. While talks on SPS and on emissions trading rules are well advanced, the two sides are deadlocked over whether EU students should be charged the same fees as British ones rather than the higher international ones, which they currently have to pay. “To come to an agreement on the youth experience scheme, we will need a solution of tuition fees,” said Šefčovič. The disagreement threatens to scupper not only the planned summit but also the broader plans to realign with the EU, which the chancellor, Rachel Reeves, will highlight in a speech on Tuesday as central to her growth agenda. Officials have told the Guardian that Nick Thomas-...

Key Points VCIT is significantly cheaper to own and has outperformed FIGB over the past year. FIGB carries a lower beta and slightly smaller drawdown, but its total return has lagged. Both funds invest in investment-grade bonds, but VCIT holds more securities and has far greater assets under management. 10 stocks we like better than Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF › The Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT) and the Fidelity Investment Grade Bond ETF (NYSEMKT:FIGB) both focus on high-quality U.S. bonds, but VCIT features a much lower expense ratio, stronger recent returns, and far greater scale, while FIGB has experienced slightly less volatility in the last five years. Both VCIT and FIGB aim to provide investors with exposure to investment-grade U.S. bonds, targeting those seeking steady income and moderate risk. This comparison examines their costs, performance, risk, portfolio makeup, and trading characteristics to help determine which may better fit a diversified bond allocation. Snapshot (cost & size) Metric VCIT FIGB Issuer Vanguard Fidelity Expense ratio 0.03% 0.36% 1-yr return (as of 2026-03-11) 7.4% 4.9% Dividend yield 4.7% 4.1% Beta 1.06 1.01 AUM $68.5 billion $441.0 million Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. VCIT is much more affordable, with an expense ratio less than a tenth of FIGB. VCIT also delivers a higher yield, offering a 4.7% payout compared to FIGB’s 4.1%. Performance & risk comparison Metric VCIT FIGB Max drawdown (5 y) -20.6% -18.1% Growth of $1,000 over 5 years $1,076 $1,025 What's inside FIGB targets U.S. investment-grade bonds, covering a variety of sectors within the high-quality segment. The fund holds 685 securities as of Feb. 27, 2026, with 13.3% in cash, 47% in intermediate-term bonds, and 31% in long-term government bonds. At five years o...

布伦特原油连续第三个交易日收于每桶100美元上方，为2022年8月以来最长，因投资者仍对中东供应受阻的影响保持警惕。 油价在盘中波动，WTI下跌5.3%，每桶接近93.50美元，交易员正等待美国释放战略石油储备。 责任编辑：李桐

A slide in oil prices lifted stocks and bonds on hopes that more tankers will be able to traverse the Strait of Hormuz, with signals that rich nations could release more stockpiles also helping sentiment. While traffic through Hormuz remains at a near-standstill amid the Iran war, US crude settled at $93.50 as a trickle of vessels started to find a way through the oil route. Racquel Oden, US Head of Wealth and Private Banking at HSBC joins to discuss how the markets may react to headlines in the short term, but over time they follow earnings, and the earnings outlook remains strong. (Source: Bloomberg)

两位消息人士告诉媒体，由于伊朗冲突以及霍尔木兹海峡实际关闭，迫使国有石油巨头阿布扎比国家石油公司实施大规模停产，阿联酋的每日石油产量已下降逾一半。 通过这条关键海上咽喉的商业运输中断，对全球能源市场造成了巨大破坏。正常情况下，该航道用于运输全球约五分之一的石油供应。 周一早些时候，由于无人机袭击，阿布扎比国家石油公司暂停了阿联酋富查伊拉港（一个主要的石油加油和储存枢纽）的石油装载作业。而在周末发生另一起袭击后，作业于周日刚刚恢复。 责任编辑：张俊 SF065

英伟达CEO黄仁勋今天在加州圣何塞的GTC大会上发表主题演讲，预计Blackwell和VeraRubin两代芯片的采购订单到2027年将累计达到1万亿美元。 去年，该公司曾预计这两代芯片技术将带来5000亿美元的营收机会。上个月英伟达发布财报后，首席财务官克雷斯（Colette Kress）表示，公司预计今年的增长将超过此前预估。 黄仁勋表示，来自初创公司和大型企业的需求都在激增。 “如果他们能获得更多产能，就能生成更多token，他们的收入就会上升，”黄仁勋在加州圣何塞的GTC大会上说道。 随着大规模AI应用从聊天机器人转向能够生成其他代理来完成任务的“agenticapps”（代理型应用），生成的token数量呈爆炸式增长，这进一步加剧了对更高速推理（inference）计算的需求。 责任编辑：李桐

US equity indexes rose ahead of the close on Monday as Treasury yields declined and oil prices fell Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

格隆汇3月17日｜英伟达CEO黄仁勋：Vera的性能是任何其他CPU的两倍。

On February 17, 2026, Tabor Asset Management disclosed a buy of 186,218 shares of Floor & Decor Holdings (NYSE:FND) , an estimated $12.07 million trade based on quarterly average pricing. According to a filing with the U.S. Securities and Exchange Commission dated February 17, 2026, Tabor Asset Management boosted its holding in Floor & Decor Holdings by 186,218 shares during the fourth quarter. The estimated transaction value was $12.07 million based on the average closing price for the period. The quarter-end value of the position increased by $11.04 million, reflecting both the share purchase and price changes. Floor & Decor Holdings is a leading specialty retailer in the hard surface flooring sector, operating warehouse-format stores nationwide. Its strategy leverages a broad in-stock assortment, value pricing, and a multi-channel approach to capture both professional and consumer demand. The company's scale and focused product offering provide a competitive edge in the home improvement industry. Continue reading

英国首相基尔·斯塔默周一表示，英国正与盟友合作，制定一项重新开放关键的霍尔木兹海峡的“可行”计划，但排除了北约行动的可能性。 在唐宁街举行的新闻发布会上，斯塔默告诉记者，他已与美国总统特朗普通电话，讨论了这条重要石油运输通道的局势。该通道在中东战争期间实际上已被伊朗关闭。 斯塔默表示：“我们正与所有盟友合作，包括我们的欧洲伙伴，共同制定一项可行的集体计划，以期尽快恢复该地区的航行自由，并缓解经济影响。” 责任编辑：张俊 SF065

美国内政部长道格·伯古姆表示，中东战争对石油和天然气运输的扰动促使亚洲国家对从美国进口更多能源产生了新的兴趣。 “他们正在寻求能源供应多元化，”伯古姆结束在东京与亚太国家为期两天的会谈后表示。 全球约五分之一石油和天然气供应的通道霍尔木兹海峡近乎关闭，同时卡塔尔全球最大的液化天然气出口设施停运，为首届印太能源安全部长级会议暨商业论坛的讨论提供了不可忽视的背景。尽管此次峰会早在数月前就已筹划，旨在深化美国及其亚太盟友在能源和矿产供应链方面的合作，但中东冲突为此次峰会增添了新的焦点。 伯古姆说：“他们达成协议的紧迫性增加了，因为在座的许多国家”都依赖于通过该海峡运输的供应。 日本经济产业大臣赤泽亮正在会谈中反复强调，日本约90%的石油供应依赖于经由霍尔木兹海峡运输的原油。由于会谈属于私下进行，知情人士要求匿名。 周日，当被问及日本从替代来源获取石油的计划时，赤泽亮正拒绝置评，并补充称私营部门正在采取各种举措，政府希望支持这些措施。 日本和韩国等亚洲经济体此前已在考虑从长期停滞的阿拉斯加液化天然气项目进口天然气。伯古姆表示，现在这些经济体对石油也产生了兴趣。特朗普一直试图重启阿拉斯加液化天然气项目。 伯古姆说：“阿拉斯加液化天然气运往亚洲的航程短，而且大部分位于美国领海内，因此一直备受关注。但我认为，其中一个变化是本周韩国和日本就从阿拉斯加获得更多石油表现出关注。” 责任编辑：李桐

格隆汇3月17日｜英伟达CEO黄仁勋：CPU业务肯定会成为数十亿美元级别的业务。

印度每年产出约2000部电影，但在令人垂涎的奥斯卡电影奖项上，至今仍未能斩获一尊金色雕像。 这个南亚国家的奥斯卡之旅始于1957年，当年《印度母亲》仅以一票之差，惜败于费德里科·费里尼的《卡比利亚之夜》，未能获得奥斯卡最佳外语片奖。 此后的几十年里，只有另外两部印度参赛影片《早安孟买！》和《印度往事》成功入围顶级电影类别的最终提名。 今年，尽管尼拉吉·加伊万执导的《归途》进入了第98届奥斯卡金像奖国际剧情片的15部入围名单，但最终未能跻身前五。 著名电影制作人谢卡尔·卡普尔在谈及该片出局时对媒体表示：“参赛的还有其他同样优秀的影片。” 责任编辑：张俊 SF065

Nvidia CEO Jensen Huang says the company expects to generate at least $1 trillion from its Blackwell and Rubin chips through the end of 2027. He speaks during Nvidia's GTC event in San Jose, California. (Source: Bloomberg)

格隆汇3月17日｜英伟达CEO黄仁勋：Vera Rubin Ultra服务器将搭载144颗GPU。

NVIDIA Launches Vera CPU, Purpose-Built for Agentic AI NVIDIA Newsroom

Rising oil prices caused by war in the Middle East are driving up costs for crop exporters in Brazil, where growers rely heavily on diesel-powered trucks for transportation. Brazil is currently at the peak of shipping soybeans, its most important export crop. The run-up in diesel prices is making it more expensive to transport the soybeans to terminals while adding to broader inflationary pressures. Several commodity traders halted soy bids in local Brazilian markets over the past week amid fears of a steep short-term increase in freight costs, according to analysts and brokers. Diesel comprises a large share of trading costs, and without hedging tools against price spikes, traders are exposed to extensive losses. Commodity traders were less active in Brazil recently, as the freight risks added to sanitary concerns that hit some shipments to top buyer China, said João Henrique Teodoro, a consultant at Patria Agronegócios. The problems come at a particularly sensitive time for Brazil, China’s main soy supplier this time of year. A prolonged war and continued volatility in freight could create bottlenecks, eventually driving importers to buy soy from other sources such as the US or Argentina. “Companies need to have a way to plan, and depending on how long this takes we could indeed see complications in logistics,” said Adriano Gomes, a market analyst at AgRural. With no sign of a reprieve, trucking companies may start imposing emergency surcharges because of the war, said Silvio Kasnodzei, president of the union representing cargo companies in the key crop-producing state of Paraná. The Brazilian government announced federal tax breaks on fuels to shield consumers from surging crude prices, but the moves don’t go far enough to ease uncertainty for trucking companies, Kasnodzei added. When signing deals for soybeans in Brazil, traders booking cargoes to be shipped in the coming months are exposed to fluctuations in the freight cost, said Rodrigo Gonçalves, the chief e...

上周发布的有关联邦检察官珍妮·皮罗调查美联储的法院文件显示，美联储主席鲍威尔感到有必要留在联储理事会，至少到法律程序结束为止。 这一信号来自于双方律师的陈述，是首次公开暗示鲍威尔即使在今年5月主席任期届满后，仍可能留在美联储理事会。他的理事任期到2028年1月才会届满。 法庭文件显示，美联储律师称鲍威尔的私人律师“明确表示，为了捍卫央行独立性，在刑事调查进行期间，主席鲍威尔不能辞职”。 美联储观察人士和经济学家几个月来一直在推测鲍威尔是否会在5月主席任期届满后彻底离开央行。传统上，离任的主席会卸掉其他在央行的职务，但如果鲍威尔这样做，将给特朗普提供一个指定新理事的机会。特朗普曾表示，为了推动降低利率，他希望提名美联储理事会人选。 《独立的神话：国会如何管理联邦储备系统》一书的合著者Mark Spindel表示：“这是我们一直在思考的问题。鲍威尔可能在5月中旬主席任期结束后继续留在央行。他还有几年的理事任期，这确实能挫败总统控制理事会和美联储的野心，是一个非常有价值的筹码。” 鲍威尔尚未就是否留任理事会发表公开评论。但司法部与美联储律师之间的交流表明，这位美联储主席已准备好留任。 周五发布的法院文件还披露了司法部与美联储律师之间的一段交流。在1月29日的一次会议中，司法部声称鲍威尔的私人律师告知他们，“如果仍在受调查期间，鲍威尔觉得他不会在主席任期届满后离开理事会”，但如果调查结束，这一看法可能会有所不同。 美联储的律师则反驳了对该会议的这种解读，称相关交流本应是保密的，并表示任何暗示鲍威尔“提议以辞职换取停止调查……的说法都是不正确的”。 尽管如此，他们承认，只要刑事调查仍在进行，鲍威尔就会感到有必要留在美联储以捍卫央行的独立性。 据福克斯新闻报道，美国司法部请求法官重新考虑撤销对鲍威尔传票的决定，相关动议已于周一提交。 研究美联储的哥伦比亚大学法学教授Kathryn Judge表示，调查持续的时间越长，特朗普试图影响货币政策会遇到更多障碍。 她说：“在目前这个时点，任何上诉努力似乎都可能违背政府的利益。这将推迟对新主席候选人沃什的提名确认，并延长这场看似毫无根据的调查。皮罗可能想贯彻到底，但这并不意味着这符合政府的最佳利益。” 责任编辑：李桐

伊朗周一在联合国誓言不会屈服于“无法无天的侵略”，称其公民因美以的打击而处于“严重危险之中”。 在各国讨论伊朗人权状况（尤其是近几个月镇压抗议者之后）的联合国人权理事会上，德黑兰表示焦点应放在中东战争上。 伊朗驻联合国日内瓦大使 阿里 ·巴赫雷尼表示：“关于伊朗，最紧迫和最基本的人权问题是9000万人的生命面临迫在眉睫的威胁，他们的生命正处于鲁莽军事侵略阴影下的直接和严重危险之中。这是一些国际舞台上最无法无天、最肆无忌惮的行为者实施的侵略。” 巴赫雷尼表示，如果对这种“鲁莽黩武”漠然置之，“伊朗肯定不会是最后一个遭受此种对待的国家。” 2月28日，美国和以色列发动了第一波攻击，引发了一场战争，作为回应，伊朗打击了海湾周边多个国家的目标。 在讨论伊朗记录的会议上，巴赫雷尼敦促联合国最高人权机构转而讨论伊朗文化遗产遭受的“不分青红皂白的”攻击，以及“在学校课桌前被屠杀的无辜儿童”。 伊朗指责美国和以色列对南部城市米纳布的一所学校进行了致命的导弹袭击。华盛顿表示正在调查此事件。法新社无法进入该地点。 这位大使表示，自美以打击开始以来，伊朗已有1300多人丧生，7000多人受伤。 他问道：“在这种情况下，伊朗到底该怎么做？”并坚称：“伊朗不是一个屈服于胁迫、恐吓或无法无天侵略的国家。” 责任编辑：张俊 SF065

格隆汇3月17日｜据AXIOS报道，一名美国官员及知情人士透露，美国特使威特科夫与伊朗外长阿拉格齐之间的直接沟通渠道已于近日重新启用。知情人士称，阿拉格齐向威特科夫发送了侧重于结束战争的短信。上述美国官员声称是阿拉格齐试图接触，但接着表示，美国“并未与”伊朗对话。两名消息人士均未详细说明已交换了多少条短信或其具体内容。

The diversified Academy and a mutating industry have changed what many had come to expect from the stuffy, rule-following Oscars Last year, as the major fall film festivals took place around the world, it was hard to make out the sound of audience applause. It wasn’t an attendance issue or that booing was heard instead (that’s solely a Cannes response), it was that, for many, hands were too busy wringing to find time to clap. The trifecta of Venice, Telluride and Toronto was once seen as an inescapable fixture on a film’s road to the Oscars. Best picture winners such as 12 Years a Slave, Spotlight, Birdman, Moonlight, The Shape of Water and Green Book all rose within that circuit and cemented their reception at festivals and world premieres and often felt judged for awards potential over quality. But over the past few years, as the Academy has changed and diversified its voting body and as the industry has changed in so many other ways, something has shifted. Winning films have come from Cannes, Sundance, SXSW and, most shockingly, no festival at all … Continue reading...

A US federal appeal court allowed the Trump administration on Monday to temporarily resume summarily deporting undocumented migrants to countries that are not their own. The US Court of Appeals for the First Circuit, in a 2-1 vote, lifted a block on the so-called third-country deportations that had been imposed by a lower court. District Judge Brian Murphy ruled last month that third-country deportations were unlawful but put his ruling on hold to allow the government time to file an appeal. Advertisement The appeal court lifted the stay put on the deportations by the district court judge and said they may continue while the case is litigated. Attorney General P am Bondi welcomed the appeal court ruling, calling it a “key win” for US President Donald Trump’s immigration agenda. Advertisement

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Over the last 30 years, Costco's (COST 0.61%) shares have generated a monster total return for investors of 17,000% (as of March 12). If you were able to spend $5,900 to buy this retail stock back then, you'd have over a $1 million balance in your portfolio right now. But in 2026, is it too late to buy Costco? Here are two reasons why I believe this is unequivocally the case. Scale is a benefit, but it means slower growth Costco's incredible success over the decades can be credited to its scale. The business reported net sales of $68 billion in Q2 2026 (ended Feb. 15). This figure makes it the world's third-largest retailer. That's a powerful position. The average Costco warehouse has 4,000 different stock-keeping units (SKUs) on its shelves. Compared to the 30,000 SKUs that a typical supermarket might sell, this is significantly lower. When Costco acquires merchandise from its suppliers, it can obtain a major cost advantage. That supports low prices for shoppers. I don't see this competitive advantage weakening anytime soon. But that scale also has a downside: Costco's historical pace of growth is sure to slow in the future. The company's net income increased at a compound annual rate of 13% between fiscal 2015 and fiscal 2025 (ended Aug. 31, 2025). Over the next 10 years, I'm certain this will decelerate. That isn't to say the expansion story is over. Costco plans to open 28 net new warehouses in fiscal 2026, which would bring its total to 942. Management says there are plenty of opportunities to open new locations in the U.S. and abroad. As time passes, though, the white space will start to disappear as markets slowly become more saturated. Expand NASDAQ : COST Costco Wholesale Today's Change ( -0.61 %) $ -6.16 Current Price $ 1002.27 Key Data Points Market Cap $447B Day's Range $ 995.50 - $ 1012.61 52wk Range $ 844.06 - $ 1067.08 Volume 31K Avg Vol 2.5M Gross Margin 12.93 % Dividend Yield 0.52 % The market's sky-high expectations will be difficult to satisfy Any...

Key Points Costco's giant size affords it a major cost advantage when it procures merchandise from vendors, keeping prices low for shoppers. That scale, however, means growth metrics in the future will likely decelerate. Given that shares trade at an extravagant price-to-earnings ratio of 52.2, the odds aren't stacked in investors' favor. 10 stocks we like better than Costco Wholesale › Over the last 30 years, Costco's (NASDAQ: COST) shares have generated a monster total return for investors of 17,000% (as of March 12). If you were able to spend $5,900 to buy this retail stock back then, you'd have over a $1 million balance in your portfolio right now. But in 2026, is it too late to buy Costco? Here are two reasons why I believe this is unequivocally the case. 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 » Scale is a benefit, but it means slower growth Costco's incredible success over the decades can be credited to its scale. The business reported net sales of $68 billion in Q2 2026 (ended Feb. 15). This figure makes it the world's third-largest retailer. That's a powerful position. The average Costco warehouse has 4,000 different stock-keeping units (SKUs) on its shelves. Compared to the 30,000 SKUs that a typical supermarket might sell, this is significantly lower. When Costco acquires merchandise from its suppliers, it can obtain a major cost advantage. That supports low prices for shoppers. I don't see this competitive advantage weakening anytime soon. But that scale also has a downside: Costco's historical pace of growth is sure to slow in the future. The company's net income increased at a compound annual rate of 13% between fiscal 2015 and fiscal 2025 (ended Aug. 31, 2025). Over the next 10 years, I'm certain this will decelerate. That isn't to say the expansion story is over. Costco plans...

Source: Bloomberg, 33:31