格隆汇3月16日｜雷军：又是一年，春暖花开，我们即将迎来新一代SU7的正式发布。希望这辆车可以继续承载所有向往，成为与你心意一致的梦想之车

Meta Platforms shares up 2.3% after Reuters report co planning new layoffs affecting 20% or more of workforce marketscreener.com

美国财政部长斯科特·贝森特周一在接受采访时表示，美国正在允许伊朗油轮通过霍尔木兹海峡。 贝森特告诉媒体称：“伊朗的船只已经在离开，我们允许这种情况发生，以便为世界其他地区供应石油。” 由于伊朗攻击波斯湾的商业船只，通过霍尔木兹海峡的油轮交通量骤降。但尽管美国在该地区有大量海军存在，伊朗伊斯兰共和国仍继续通过这条狭窄的海上航线出口数百万桶石油。伊朗每日出口约150万桶石油。 责任编辑：张俊 SF065

‘Buy Any Dips,’ Says Investor About AVGO Stock TipRanks

NuScale Power (SMR +0.34%) just got some very good news, but investors haven't seemed to notice. To be fair, that's probably the right response. Here's why only the most aggressive investors should buy NuScale Power despite the huge opportunity that could lie ahead for the company. What is NuScale Power's business opportunity? NuScale Power is attempting to build a business selling small modular nuclear reactors, or SMRs. SMRs are an exciting technological advance in the nuclear power industry. Reactors today are massive and built on site, further complicating an already complex technology. SMRs are expected to be built in a factory setting, enabling assembly line-style manufacturing processes. That standardization should help to keep costs down and improve quality. Moreover, the small size of SMRs would allow them to be transported to where they are needed and placed closer to population centers. Modern safety technology, coupled with the small size of an SMR, should also enhance nuclear power's safety. And NuScale Power has designed its units to be modular, so they can even be linked together to create a larger power plant. If SMRs gain traction, NuScale Power could have a material market opportunity ahead of it. NuScale's big win and big problem The problem is that NuScale Power has yet to manufacture and sell its first SMR for commercial use. At this point, it is just a money-losing nuclear power start-up. That said, it has its first customer all lined up. RoPower, a Romanian power company, has given the green light to a project that is expected to link together six of NuScale Power's SMRs. However, NuScale's stock barely moved on the news because RoPower still has a big hurdle ahead of it. RoPower's ability to buy NuScale's SMRs depends on securing the funding it needs for the nuclear power plant it wants to build. Expand NYSE : SMR NuScale Power Today's Change ( 0.34 %) $ 0.04 Current Price $ 11.80 Key Data Points Market Cap $3.8B Day's Range $ 11.54 - $ 12.26...

Key Points NuScale Power's first customer just gave the green light to a nuclear power project. NuScale's customer still needs to find funding for the project. 10 stocks we like better than NuScale Power › NuScale Power (NYSE: SMR) just got some very good news, but investors haven't seemed to notice. To be fair, that's probably the right response. Here's why only the most aggressive investors should buy NuScale Power despite the huge opportunity that could lie ahead for the company. What is NuScale Power's business opportunity? NuScale Power is attempting to build a business selling small modular nuclear reactors, or SMRs. SMRs are an exciting technological advance in the nuclear power industry. Reactors today are massive and built on site, further complicating an already complex technology. SMRs are expected to be built in a factory setting, enabling assembly line-style manufacturing processes. That standardization should help to keep costs down and improve quality. 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 » Moreover, the small size of SMRs would allow them to be transported to where they are needed and placed closer to population centers. Modern safety technology, coupled with the small size of an SMR, should also enhance nuclear power's safety. And NuScale Power has designed its units to be modular, so they can even be linked together to create a larger power plant. If SMRs gain traction, NuScale Power could have a material market opportunity ahead of it. NuScale's big win and big problem The problem is that NuScale Power has yet to manufacture and sell its first SMR for commercial use. At this point, it is just a money-losing nuclear power start-up. That said, it has its first customer all lined up. RoPower, a Romanian power company, has given the green light to a project that is expected...

格隆汇3月16日｜石化油服公告，2025年实现营业收入807.12亿元，同比下降0.5%；归属于上市公司股东的净利润6.59亿元，同比增长4.3%；基本每股收益0.035元。由于年末母公司未分配利润为负值，董事会建议2025年度不进行现金股利分配，也不进行资本公积金转增股本，该预案尚需提交股东会审议。

Nebius (NBIS) agreed to supply artificial intelligence infrastructure to Meta Platforms (META) in an 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16日｜国家统计局发布最新数据，2026年1-2月，全国餐饮收入10264亿元，同比增长4.8%；限额以上单位餐饮收入2813亿元，同比增长4.7%。中国烹饪协会统计的数据显示，全国餐饮收入占到社会消费品零售总额的11.9%，同时，全国餐饮收入增速高于社会消费品零售总额增速2.0个百分点，餐饮消费强劲复苏创历史新高。

3月16日，腾讯云宣布，智能体开发平台应用中提供的部分插件能力，将于北京时间2026年3月18日00:00起正式启动商业化计费。自商业化计费生效起，上述插件将不再免费提供。本次计费调整将采用套餐付费模式。本次将启动商业化计费的插件共计3款，包括：视频处理、视频转码、综艺视频片段拆分。（新浪财经）

格隆汇3月16日｜美股三大指数集体高开，纳指涨1.06%，道指涨0.32%，标普500指数涨0.91%。 纳斯达克中国金龙指数涨超1%，小牛电动涨5.63%，嘉楠科技涨4.59%，亿咖通科技涨4.46%，信也科技涨4.20%，虎牙涨3.26%。 芯片股普涨，美光科技涨超4%，英特尔涨超4%，英伟达涨超1%。 Meta涨超2%，Nebius涨超10%，双方达成价值270亿美元的AI算力供应协议。 阿里巴巴涨2.8%，将成立Token Hub事业群，强化各人工智能业务战略协同。

Republican lawmakers in multiple states and Congress are advancing proposals to shield polluters from climate accountability and prevent any type of liability for climate change harms—even as these harms and their associated costs continue to mount. It’s the latest in a counter-offensive that has unfolded on multiple fronts , from the halls of Congress and the White House to courts and state attorneys general offices across the country. Dozens of local communities, states, and individuals are suing major oil and gas companies and their trade associations over rising climate costs and for allegedly lying to consumers about climate change risks and solutions. At the same time, some states are enacting or considering laws modeled after the federal Superfund program that would impose retroactive liability on large fossil fuel producers and levy a one-time charge on them to help fund climate adaptation and resiliency measures. Read full article Comments

Today, March 16, 2026, the tech world converges on San Jose for NVIDIA’s (NASDAQ: NVDA) annual GPU Technology Conference (GTC). What was once a niche gathering for graphics enthusiasts has transformed into the "Woodstock of AI," a global summit determining the direction of the fourth industrial revolution. With a market capitalization now hovering near $4.5 trillion, NVIDIA has surpassed the status of a mere semiconductor firm; it is the fundamental architect of the global intelligence economy. This article explores NVIDIA’s current dominance, its ambitious new hardware roadmap, and the shifting risks as the company enters the era of "Agentic AI." Historical Background Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, NVIDIA’s journey began with a focus on PC graphics and gaming. The company’s invention of the GPU in 1999 revolutionized the industry, but the pivotal moment came in 2006 with the launch of CUDA (Compute Unified Device Architecture). By allowing researchers to use GPUs for general-purpose computing, NVIDIA unwittingly planted the seeds for the modern AI era. Over the next two decades, the company survived the "dot-com" bubble and the mobile phone era (where its Tegra chips struggled) to emerge as the undisputed king of the data center following the "AlexNet" breakthrough in deep learning. Business Model NVIDIA’s business model has undergone a radical transformation from selling discrete hardware components to delivering "full-stack" AI factories. Its revenue is primarily segmented into: Data Center (85%+ of revenue): Selling integrated systems like the GB300 NVL72, InfiniBand networking, and the software layers required to run massive Large Language Models (LLMs). Selling integrated systems like the GB300 NVL72, InfiniBand networking, and the software layers required to run massive Large Language Models (LLMs). Gaming and Pro Visualization: Still a multi-billion dollar business, now increasingly used for high-end workstations and sy...

个人贷款综合融资成本明示表这小小的一步，描绘的却是一个全新的金融市场化改革施工图。 门类清晰的定价是市场活力的基本保障。 15日金融监管总局、中国人民银行联合发布《个人贷款业务明示综合融资成本规定》（下称《规定》），将于8月1日起施行的《规定》用11条内容，为个人金融市场篆刻上了明白消费的显性标识。 《规定》在现有贷款业务信息披露监管制度框架内，细化个人贷款业务息费信息披露的涵盖范围、操作方式和环节等，要求贷款人向借款人展示综合融资成本明示表，清晰披露个人贷款息费成本，切实推动个人贷款业务息费信息披露要求落地见效。 近年来中国个人金融市场发展迅速，对推动消费驱动战略、扩大内需，乃至国民经济的平稳健康发展，都具有积极意义。当然，如同所有快速发展的市场一样，发展过程中不可避免地暴露出一些不规范、不透明问题，引发金融消费纠纷，又影响利率市场化进程，不利于提高金融服务实体经济的质量。 当前个人贷款市场息费混搭问题相当突出。如个贷成本中不仅包含贷款利息，分期付款的还存在分期费用，以及增信担保、财务管理、风险测评等各类增值服务费，此外还存在违约情形下的逾期罚息等或有成本。这些属于地道的捆绑消费，不仅限制金融消费者的选择自由空间，而且给利率市场化改革的深化带来一些不必要的障碍，同时还不利于市场的公平竞争，也很容易给个人消费者带来物非所值之感。 《规定》将综合融资成本明示表设定为一个必需的信披项目，最直观的利好就是打开了个人贷款定价的盲盒，让个人金融消费者知道自己消费的金融服务，究竟存在哪些项目，价格如何，是否物超所值，是否满足自身需要等，由此更有利于对这些增值服务的必要性、有效性和价值进行讨论，进而可以讨价还价，走出一揽子打包的服务供给模式，真正做到明白消费。 当前个人贷款息费为何如此混搭，个中原因较为复杂，最为典型的，一是利率形成机制问题。当前政策基准利率相对较低，市场的风险溢价又呈边际递增态势，为有效覆盖敞口风险，金融机构一般倾向于采取利息不够费用补的策略，导致一些所谓的增值服务项目名义上是费用，实际则是融资成本。 二是变相提高综合服务能力。一般认为息差业务是周期性业务，中间业务则是可跨越周期的稳定收入源，通过适度的降息增费，扩大中间业务收入，一定程度上可提高投资者对相关公司的估值水平。 当然，综合融资成本透明化，首先有利于金融机构将更多资源投入到核心能力核心业务的培育上，推...

北京时间3月16日晚，美股周一高开。主要股指试图从上周下跌势头中恢复。投资者关注伊朗战争的最新进展。WTI油价回落至每桶95美元以下。 道指涨386.99点，涨幅为0.83%，报46945.46点；纳指涨211.39点，涨幅为0.96%，报22316.75点；标普500指数涨55.33点，涨幅为0.83%，报6687.52点。 受一份报道影响，Meta股价在盘前上涨约3%，报道称该公司计划裁员20%以上，但公司称该报道为“推测性”。此外，英伟达股价在其GTC大会周一开幕前上涨逾1%。 此前，标普500指数录得连续第三周下跌，并于周五收于年内最低水平。该基准指数上周收盘下跌1.6%，而道指和纳指分别下跌约2%和1.3%。 油价上周上涨，布伦特原油自2022年以来首次收于每桶100美元上方。由于关键航运通道霍尔木兹海峡自战争爆发以来实际上已停止通行，原油价格飙升。 周一早盘交易中，WTI原油下跌3%，至每桶95美元左右，此前隔夜交易价格高于每桶100美元。布伦特原油下跌不到1%，至每桶102美元左右。 油价下跌之际，美国财政部长斯科特·贝森特周一表示，美国允许伊朗油轮通过霍尔木兹海峡。此外，美国官员称，美国将很快宣布组建一个多国联盟来护送船只通过海峡，这也推动了油价脱离高位。 特朗普总统周五下令打击位于哈尔克岛的伊朗军事资产。虽然这次袭击没有影响石油基础设施，但特朗普表示，如果伊朗继续封锁海峡，美国将考虑打击这些设施。 特朗普还在周末告诉媒体称，伊朗想达成协议，但他还没准备好。 沃顿商学院的杰里米·西格尔周一表示：“市场认为我们在伊朗问题上确实占上风，他们会达成协议，可能就在本周。当然，这里还有很多尾部不确定性，但可以肯定……市场现在确实在往这方面想。” 然而，尽管存在地缘政治紧张局势，股市抛售相对温和。标普500指数目前仅比今年早些时候创下的历史高点低5%。 Yardeni Research总裁埃德·亚德尼写道：“标普500指数表现出的韧性，归因于行业分析师对2026年和2027年每股收益的普遍预期日益乐观。显然，他们还没有意识到战争拖延和海峡关闭可能带来的负面后果。” 责任编辑：张俊 SF065

Tramino/iStock Unreleased via Getty Images Shares of Mazda ( MZDAY , MZDAF ) have declined 9% since I initiated coverage with a buy rating. The share prices went as high as $9.10 just $0.47 below my price target. However, following the war in Iran we have seen a broader sell off in industrial stocks which offset all gains that Mazda stock had booked. In this report, I will discuss the company’s Q3 2026 earnings and update my rating from buy to hold on war risk driving the macro outlook and car sales. The Risks For Mazda Shift To Macro Impact From The War Previously, the main risk for Mazda were the tariffs. The Supreme Court ruling found the tariffs under IEEPA to be unconstitutional. For Mazda, however, that does not provide any tailwinds. The reason is that the tariffs that are applied to cars are imposed under Section 232 used for steel, aluminium, automobiles and automobile parts. Those tariffs have remained unaffected. In the meantime, the war in Iran could potentially have additional adverse impact from car manufacturers including Mazda. Spiking oil prices may reduce automobile demand while rising energy costs for factories and shipping and transport costs could further erode the relatively positive picture I saw for Mazda. Investors have also positioned accordingly as Mazda stock has declined over 19% since the war broke out. Tariffs Remain The Big Pressure Item For Mazda In the first nine months of the year, production declined 6%. Global sales volumes declined 5%. In the U.S. growth in sales of the CX-50 could not offset lower production of the CX-30, which is imported from Mexico and subject to tariffs. This led to a 7% reduction in sales. In Australia, sales declined due to intense competition in the compact car market. In Japan, volumes were down while North American sales were down 4% including USA. In Europe, sales tumbled 12% driven by planned discontinuation of the Mazda2 Internal Combustion Engine model and Mazda 6, while the CX-5 sales are down in ...

PM Images/DigitalVision via Getty Images At a glance Performance The Portfolio returned 2.82% (gross) and the MSCI ACWI Net returned 3.29%. Contributors/detractors Positioning in the equity market detracted from relative performance. Outlook A shifting economic and market environment presents a profound opportunity set for active investors. Investment environment Global equities rose on signs of stable economic growth, positive corporate earnings, and hopes for central-bank rate cuts outside of Japan. The U.S. Federal Reserve (Fed) reduced rates twice during the quarter. Global fixed income securities declined in U.S. dollar terms. The yield on U.S. benchmark 10-year Treasuries ended the quarter relatively unchanged, as investors tried to assess the outlook for the U.S. economy and Fed policy. UK benchmark yields fell on hopes that easing inflation and a weaker economy may lead to rate cuts. Japan's 10-year yield rose to the highest level in 25 years on expectations for continued cautious tightening by the Bank of Japan. Portfolio review The fund held an underweight position in international stocks, and this allocation detracted from relative performance. A modest overweight position in U.S. equities also detracted, due in part to stock selection. The portfolio's equity and fixed income exposures during the period averaged 98.11% and 0.00%, respectively. Manager outlook This economic and market environment is one of profound change and therefore presents a profound opportunity set for active investors. Sources of the change include the revolution in artificial intelligence (AI), the possibility of Europe undertaking a generational shift toward pro-growth reforms, and geopolitical realignment and global monetary policy continuing to diverge, with the resumption of U.S. rate cuts potentially extending the economic cycle. The outcomes of these developments are far from settled. So, while there are many reasons for optimism, we believe that investors should maintain a b...

For once the TV cameras at the Stadio Giuseppe Sinigaglia had not picked out a Hollywood A-lister in the stands but a celebrity of calcio instead. Gennaro Gattuso, the Italy manager, not to mention a World Cup and Champions League winner, had come to watch Como play Roma. A crucial game in the race for Europe, the two teams having started the weekend level in fourth place. And still a slightly surprising one for Gattuso to pick. Not because it lacked the history and traditional importance of Lazio’s game against Milan later that evening, but because Como don’t have any Italian players for him to watch. Only two are named in the first-team squad on the club’s website – the centre-back Edoardo Goldaniga and goalkeeper Mauro Vigorito, who have played one minute of Serie A football between them this season. If Gattuso chose to catch a game by the lake this weekend, it can only be because he wanted to check in on some of Roma’s players – Gianluca Mancini, Bryan Cristante, Lorenzo Pellegrini and perhaps the emerging talent of Niccolò Pisilli. Unless, that is, he went to Como for something different: a chance to see a team that has played some of the best football in Italy this year and ask if there are lessons worth taking. Saturday’s game was a duel of tactical concepts between two of Serie A’s most highly regarded coaches, from which Cesc Fàbregas emerged the clear winner. Roma played the way Gian Piero Gasperini’s teams most often do, taking on man-to-man assignments and pressing with ferocious intensity. That approach yielded results almost immediately, with Stephan El Shaarawy intercepting a pass by Sergi Roberto and drawing a foul inside the box from Diego Carlos. A small Italian triumph to celebrate? It was a Dutchman, Donyell Malen, who stepped up to convert the penalty. Como could have felt undermined by such an early misstep. Instead, they carried on with conviction: playing out from the back, passing through the press until the ball reached the feet of Martin B...

STORY: Taiwan’s Foxconn said Monday it expected strong revenue growth in Q1 and the whole of this year. That’s even after the world’s largest contract electronics maker posted a 2% fall in quarterly profit at $1.42 billion, lagging estimates. The top iPhone assembler and maker of Nvidia servers blamed a rise in its tax rate for this drop. Which came despite robust global demand for AI products and a jump of 22% in Q4 revenue. The tech giant forecast that 2026 growth would be driven by a sustained and robust demand for AI servers - in which its market share would reach 40%. Foxconn’s chairman Young Liu predicted that this strong growth would last through the next two to three years. He added that major customers expect that over this time, the size of the AI industry will hit $1 trillion. Despite predicting a good 2026, Foxconn said the escalating Middle East conflict posed a challenge and fueled concerns over supply chain risk. The electronics maker has been riding a data center boom. That’s as cloud computing firms like Amazon and Microsoft spend billions of dollars to expand AI infrastructure and research capacity.

以色列周一表示，其已 “摧毁” 伊朗军方用于研发太空能力的一处设施。 以色列国防军称，位于德黑兰中部的这栋建筑被用于 “研发军事太空项目”，其中包括伊朗 2024 年发射的查姆兰 1 号（Chamran-1）卫星。 社交媒体上流传的照片显示，德黑兰的塔拉什航天研究所（Tarasht Space Research Institute） 出现明显损毁。 责任编辑：刘明亮

道指涨0.7%、标普500指数涨0.89%、纳指涨1%。Meta涨超2%，美光科技涨超4%，英特尔涨超4%，英伟达涨超1%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

USA-TARO/iStock Editorial via Getty Images Introduction PayPay Corporation ( PAYP ) just recently IPO'd, and as I’ve just recently covered PayPal, I want to take the opportunity to initiate coverage on the dominant Japanese fintech platform. As of the latest data, the digital payment company currently boasts around 64% of the country’s QR payment market, as well as serving 72MM registered users. With that in mind, I will assess if it is an opportunity for investors to invest in a Japanese firm that is discounted to its traditional peers. Current Dynamics In order to understand the IPO story , I believe that it is important to understand the backdrop in which PayPay is operating. Right now, Japan is undergoing a massive regulatory and cultural shift , as the country was historically an outlier in terms of reliance on physical currency, as cash transactions are deeply embedded in the population. The government has a plan to make the economy more modern by using less cash. They call it the Cashless Vision . It's working really well, with over 42% of people using it by 2024. The COVID pandemic helped make this happen faster. People started to worry about getting sick from handling money, and the government gave small businesses money to help them switch to digital payments. Many might believe that this is the ceiling; I believe that it is the floor, as the government has set a definitive LT target of 80% cashless penetration, meaning that Japan is only at the halfway mark of this generational shift. The QR code payments are now the bread and butter for PAYP and are why the business is growing so fast. This part of the market got much bigger, with the value of transactions going up 48 times between 2018 and 2024. The QR payment segment will also get a boost because people are starting to use their phones to pay with credit cards. This is especially true for people who are used to doing everything on their smartphones, including making payments. More so, the most immediat...

Glencore turns to China exchange stocks to meet cobalt commitments, sources say Reuters

Roth/MKM raises Adeia stock price target on AMD licensing deal Investing.com

文章提及标的 烧碱主力合约 -- 郑商所烧碱主力合约大跌5%，报2459元/吨。

Petco Health and Wellness (WOOF 2.49%) just posted its first profitable year since 2022, and the stock surged 34.6% in a single session. The stock is up over 52% in the last week, so the question now is, "Is the dip already over, or is there still meat on this bone?" Let's start with the numbers that matter. In fiscal 2025 (ended Jan. 31, 2026), Petco swung from a $101.8 million net loss to a $9.1 million net profit. Operating cash flow surged 77% to $314.1 million. The company voluntarily paid down $95 million in debt and ended the year with $256.7 million in cash, up $91 million from the prior year. Inventory fell 9.7% while sales declined just 2.5%, which means Petco is selling leaner, not just selling less. Debt refinancing helps return the company to profitability The leverage ratio improved from 4.2 to 3.0. That's the number that changes the risk profile entirely. A year ago, the market priced Petco like a company headed for a liquidity crisis. The stock dropped 30% over 120 days. But the balance sheet now tells a different story: debt refinanced to 2031, no near-term maturities, and enough cash flow to keep chipping away at the $1.5 billion in long-term debt. In other, simpler words, Petco improved its financial health in 2025, returning to profitability, boosting cash flow, reducing debt and inventory, and lowering leverage, thereby reducing the company's financial risk. CEO Joel Anderson calls the new phase "Reach for the Sky," and the name is less important than the substance behind it. The company spent two years cutting unprofitable sales, closing underperforming stores (seven net closures in fiscal 2025, with 15-20 more planned for 2026), and rebuilding margins. Gross margin expanded 66 basis points to 38.7%. Selling, general, and administrative leverage improved by 124 basis points. Operating margin expanded 190 basis points. All of this happened while the top line was shrinking. Expand NASDAQ : WOOF Petco Health and Wellness Today's Change ( -2.49 %) ...

格隆汇3月16日｜铜峰电子公告，2025年营业收入13.95亿元，同比增长8.31%。净利润1.2亿元，同比增长25.24%。公司2025年利润分配方案为向全体股东每10股派发现金红利0.80元（含税），合计拟派发现金红利5043.92万元（含税）。

Peloton ( PTON ) launched its first commercial-grade bike and connected treadmill for fitness centers as the company seeks to expand its offerings to new markets and members. The equipment comes from Peloton’s ( PTON ) new Commercial Business Unit (CBU), a merger between Precor and Peloton for Business developed to meet the needs of the multi-billion-dollar global commercial fitness market. "Peloton is going to the gym,” said Peloton CEO Peter Stern. “We are bridging the gap between the home and the gym by pairing our world-class digital experience and design with some of the most durable hardware on the market.” The equipment pairs Precor’s industrial-grade equipment made for durability with Peloton’s connected cardio equipment. Gym operators will be able to partner with Peloton’s ( PTON ) CBU to outfit their entire facilities with cardio, strength, and recovery equipment. The commercial series will begin shipping in late 2026 and initially be available in the UK, the U.S., Canada, Germany, Australia, and Austria. More on Peloton Peloton: Quarterly Recap And Current Musings Peloton Interactive: This Is Still A Show-Me Story Peloton: Price Increases Pave The Path To Profit Jump Peloton sales erosion offsets cost-cutting progress; CFO to depart - update Peloton raises 2026 adjusted EBITDA guidance to $450M-$500M as company expands AI-driven wellness and commercial segments