当地时间3月11日，俄罗斯外交部就乌克兰方面对俄罗斯布良斯克市的袭击发表声明称，英国和其他欧洲国家企图利用造成平民伤亡的大规模挑衅破坏乌克兰和平进程。声明表示，在外交努力以俄美乌三方谈判的形式积极开展的背景下，乌当局利用英国导弹袭击俄罗斯。在缺少外国专家的直接参与和个别北约国家不提供情报信息的情况下，乌方无法实施这次袭击。西方国家对这次袭击造成的后果承担全部责任。（央视新闻）

3月份以来，云南省、河南省、江西省、福建省、湖北省等多地发放或决定发放新一轮消费券。 例如，3月9日，福建省商务厅在官网发布的消息显示，为深入贯彻党中央、国务院关于提振消费专项行动和扩大服务消费系列决策部署，落实落细《福建省提振消费专项行动实施方案》《福建省促进服务消费高质量发展实施方案》等文件精神，按照省委、省政府相关工作要求，决定发放2026年第一期“福建有口福”餐饮消费券。 中国消费经济学会副理事长洪涛在接受记者采访时表示，多地官宣发放新一轮消费券，是政策引导与民生需求双向奔赴的结果，有助于更好地撬动居民消费，激活春日经济，进一步推动消费市场扩容提质升级。 从本轮惠民举措看，多地发放消费券呈现两大特征，分别是补贴力度大、有的放矢。(证券日报)

It’s the leveraged loan market’s liquidity paradox. Selling pressure for leveraged buyout loans has been high all year, amid fears that artificial intelligence will damage or even bankrupt the software companies that account for a fair chunk of the market. But investors often aren’t offloading the riskiest debt — they’re shedding the loans that are easiest to sell, which are often bigger and comparatively safer. According to electronic trading platform Octaura , the average price on the 100 most liquid loans have fallen 1.04 cent on the dollar this year through Monday, compared with a 1.01 cent decline in the broader index. Some weeks, the difference is even starker: in the last week of February, the 100 most liquid loans fell 0.77 cent, while the broader index fell 0.4 cent. The selling pressure on liquid debt in the $1.4 trillion US leveraged loan market highlights how price drops for individual loans may not reflect investor fears about credit risk for the borrower, but rather how easy it is to sell the loan. When funds need to raise capital and target selling the biggest, highest-quality loans, dealers often slash prices “hard and fast,” according to Grant Nachman , founder and chief investment officer at Shorecliff Asset Management. “Even though small illiquid tranches are probably riskier, they can ironically appear less risky on the screens during periods of volatility,” Nachman said. Investors in exchange-traded funds and other leveraged loan-focused vehicles are racing for the exits, with loan funds having seen two consecutive weeks of outflows exceeding $1 billion, according to LSEG Lipper data. Such selling can force managers to offload debt to meet redemptions, pressuring prices. Business development companies may also look to sell leveraged loans to meet redemption requests , according to Deutsche Bank analysts. The impact is visible in the market’s largest benchmarks. The $6 billion Invesco Senior Loan ETF, which tracks around 100 of the largest and mo...

If the US-Israel war rages on, the repercussions for investors could continue for years. Richard Haass, former president of the Council on Foreign Relations, told Yahoo Finance's Opening Bid that the days of ignoring global conflict are over. He specifically dismantled the theory that markets will return to a normal baseline. "When you had oil as low as it was in the ZIP code of $60, there was no geopolitical risk premium priced in," Haass said. "I don't see us going back to that anytime soon." He added that until key issues — such as a formal agreement and leadership in Iran — are "resolved satisfactorily," investors should "assume a risk premium is priced in for ... probably years to come." Read more: How to protect your money as Mideast turmoil fuels market volatility For Wall Street, skepticism has become the most rational response to current market resilience. Haass's warning suggests that the risk-free environment of ultra-low interest rates and massive stimulus that fueled the last bull run was a mirage. This new geopolitical tax manifests as a higher cost of doing business, surging insurance premiums, and expensive backups that companies must build to survive. This tax is arguably most apparent in tech and software. Investors have treated the sector as a safe bet, under the assumption that digital products don't need barrels of oil to function. But that illusion is breaking. The current conflict has exposed a massive vulnerability in the physical backbone of the internet. Data centers, the engines of the AI revolution, are massive energy consumers. A trader works on the floor of the New York Stock Exchange (NYSE) during International Women's Day on March 9, 2026, in New York City. (ANGELA WEISS / AFP via Getty Images) · ANGELA WEISS via Getty Images While Oracle (ORCL), for example, rocketed higher on earnings, the company is still tethered to a volatile power grid. Meta (META) is spending billions on new AI chips, while Nvidia (NVDA) is chasing cloud partne...

【有線新聞】「十五五」規劃綱要草案，香港篇章提出多個金融發展方向，全國人大代表陳振英認為金融可支持創科及其他實體經濟，針對強化離岸人民幣業務樞紐，他建議推出更多元的人民幣債券。 「十五五」規劃綱要草案提出支持香港鞏固國際金融中心地位，建設區域知識產權貿易中心。身兼金融界立法會議員的全國人大代表陳振英認為相關內容強調以金融支持實體經濟發展，創科企業前期資金緊張，需要有金融產品協助融資。 陳振英：「銀行以往是不會將知識產權認定是一種實質資產，將它作為抵押品然後融資，將整個知識產權認證、融資機制做好，銀行願意更多去支持創科企業。由初創開始一路做大做強之後，每一個環節，我們願意給一個資金支持，這個好重要。」 規劃綱要亦提出強化香港作為全球離岸人民幣業務樞紐，陳振英說目前國際對美元的信心似乎有所動搖，建議發行更多不同年期及風險的人民幣債券，助力人民幣國際化。陳振英：「至於你說有沒有一個目標或者甚麼數字才叫人民幣又踏上一個新台階，我想就未有固定數字，但比如我們每年都有一個10%增長，我相信市場都會覺得我們人民幣業務是穩步上升中。」 副總理丁薛祥早前會見港區人大和政協強調堅持完善行政主導，至於立法會如何平衡監督職能，身兼內會主席的陳振英就希望政策醞釀階段，政府就接觸議員吸納意見。陳振英：「有些議員提出『不如我提一些修正案』，他用議員名義不是經整個法案委員會同意，給人的印象就好像是否政府不聽意見，所以你要自己做修正。但如果我們可以將自己修正的意見與政府溝通，如果政府覺得這個亦合理就接納成為政府修正案。」 立法會內會早前通過成立小組委員會研究對接「十五五規劃」，陳振英說爭取3月開首次會議，而規劃覆蓋數年時間，相信委員會工作亦會橫跨多個會期。

数据显示，截至3月10日，今年以来投资港股市场的ETF整体净流入额达504.49亿元，相较于去年同期的净流出210.33亿元，资金流向显著逆转。恒生科技（159740）主题ETF成为“吸金”主力。华泰柏瑞基金旗下的恒生科技ETF（513260）年内净流入额居首，达141.94亿元；恒生科技指数ETF（513180）、恒生科技ETF（513260）易方达、恒生科技ETF天弘（520920）、恒生互联网ETF（513330）等4只港股ETF年内净流入额也均超60亿元。从公募基金发行端看，市场对港股科技板块的关注并未减弱。数据显示，截至3月11日，工银中证港股通互联网ETF（159792）、兴业中证港股通互联网ETF（159792）等12只投资港股市场的基金正在发行，同时还有10余只涵盖科技主题的基金处于发行状态。(证券日报)

惠誉：劳动力市场降温及工资增长放缓可能会促使美联储在2026年两次降息。 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。

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Wednesday's key moments. 1. The S & P 500 drifted lower Wednesday as Wall Street balanced key consumer inflation data against the ongoing U.S.-Iran war and volatile oil prices. The February consumer price index report matched expectations . The market, however, was more concerned about the next CPI print because the war-driven surge in energy prices aren't captured in the February data. Investors got some relief after the International Energy Agency said its member countries plan to release 400 million barrels of oil from reserves to address any supply disruptions. Nevertheless, oil prices rose Wednesday. Both developments come as the stock market moved into oversold territory, according to the S & P Short Range Oscillator, which is Jim's trusted momentum indicator. We like to deploy cash whenever it flashes oversold. "We're looking at things that are down very badly that we think we can buy," Jim said. Case in point: We bought some more Procter & Gamble on Wednesday. 2. CrowdStrike shares are up roughly 1% in the morning, but Jim said the stock should be trading way higher due to the growing chatter about AI agents and potential security breaches . In particular, an open-source AI agent called OpenClaw is in the headlines, with The Wall Street Journal reporting on its popularity in China . Jim said he feels CrowdStrike has the right technology to provide agentic security, noting the company has been acquisitive in that area. "CrowdStrike should be up far more than it is right now, far more," Jim said. "They are the only ones that have it. I would pay up $20 for this." 3. Wolfe Research hiked its price target on Eli Lilly to $1,325 from $1,250, implying roughly 32% upside from Tuesday's close. Analysts, who kept a buy-equivalent rating on shares, raised their long-term sales forecasts on orforglipron, the company's GLP-1 pill that could soon...

PRESS INFORMATION Heading: 2025 annual results Nanterre, March 11, 2026 (after trading) Net profit, Group share stable in 2025 Financial statements at December 31 (1) 2024 2025 Revenues 810.4 857.2 Business operating profit (2) 84.1 (10.4%) 82.1 (9.6%) Operating profit 77.9 (9.6%) 75.6 (8.8%) Financial profit/loss 10.2 9.5 Income tax (24.9) (23.2) Net profit 63.2 (7.8%) 61.9 (7.2%) - of which, group share 52.5 52.1 Free cash flow (3) 74.6 62.2 Net cash net of financial debt (4) 319.5 336.6 Staff at year-end 7,087 7,208 (1) In millions of euros, 2025 financial statements approved by the Board of Directors on March 11, 2026. (2) Before cost of bonus shares (3) Cash flow from operational activities, plus financial profit and less net industrial investments. (4) Excluding IFRS16 lease liabilities. Achievements NEURONES enjoyed another year of growth in 2025 (+ 5.8%, including + 5.1% organic growth), compared with a decline (- 1.8%) in the Consulting and Digital Services market. A return to normal operating profitability in the second half of the year, along with a secure financial result, meant that the net profit, group share or the year remained relatively stable. Free cash flow was satisfactory, with working capital requirements under control (+ €5.3 million) and capital expenditure (Capex) at a fairly low level (€10.3 million, mainly allocated to the group's sovereign and secure cloud platform). Net cash increased to €336.6 million (€14 per share). Outlook With promising underlying trends (AI, data, cloud, cybersecurity, digital), NEURONES is approaching 2026 with confidence, ready to continue its profitable growth trajectory. The 2026 forecasts will be announced, as usual, when the first-quarter revenue figures are published (May 6, after the market closes). At the Shareholders’ Meeting on June 4, for the 2025 financial year, a dividend increase of + 7.7% will be proposed (€1.4 per share compared to €1.3 last year). About NEURONES With over 7,300 experts, and ranki...

INFORMATION PRESSE Rubrique : Résultats annuels 2025 Nanterre, le 11 mars 2026 (après Bourse) Résultat net part du groupe stable en 2025 Comptes au 31 décembre (1) 2024 2025 Chiffre d’affaires 810,4 857,2 Résultat opérationnel d’activité (2) 84,1 (10,4%) 82,1 (9,6%) Résultat opérationnel 77,9 (9,6%) 75,6 (8,8%) Résultat financier 10,2 9,5 Impôt sur les résultats (24,9) (23,2) Résultat net 63,2 (7,8%) 61,9 (7,2%) - dont part du groupe 52,5 52,1 Cash-flow libre (3) 74,6 62,2 Trésorerie nette d’endettement financier (4) 319,5 336,6 Effectif fin d’exercice 7 087 7 208 (1) En millions d’euros, comptes 2025 arrêtés par le Conseil d’Administration du 11 mars 2026. (2) Avant coût des actions gratuites. (3) Flux de trésorerie provenant des activités opérationnelles, majorés du résultat financier et diminués des investissements industriels nets. (4) Hors dettes de loyers IFRS 16. Réalisations NEURONES a connu en 2025 une nouvelle année de croissance (+ 5,8%, dont + 5,1% en organique), à comparer au recul (- 1,8%) du marché du Conseil et des Services numériques. Grâce à un retour à la normale de la rentabilité opérationnelle au second semestre et à un résultat financier sécurisé, le résultat net part du groupe de l’année se maintient à un niveau quasi-stable. Le cash-flow libre a été satisfaisant : maîtrise du besoin en fonds de roulement (+ 5,3 M€) et investissements (Capex) à un niveau assez bas (10,3 M€, principalement alloués à la plateforme de cloud souverain et sécurisé du groupe). La trésorerie nette a progressé à 336,6 M€ (soit 14 € par action). Perspectives Avec des tendances de fond porteuses (IA, data, cloud, cybersécurité, digital), NEURONES aborde 2026 avec confiance, prêt à poursuivre sa trajectoire de croissance profitable. Les prévisions 2026 seront annoncées, comme à l’accoutumée, lors de la publication du chiffre d’affaires du 1er trimestre (6 mai, après Bourse). A l’Assemblée Générale du 4 juin prochain, au titre de l’exercice 2025, il sera proposé le versem...

Trump Expands Ban On Foreigners Receiving Small Business Loans Authored by José Niño via Headline USA , President Donald Trump’s Small Business Administration announced this week that foreign nationals are now prohibited from accessing all federal small business loan programs , extending restrictions put in place last month, according to Breitbart News . “The Trump SBA is committed to driving economic growth and job creation for American citizens,” SBA Administrator Kelly Loeffler stated . “Last month, we made it clear that SBA would not allow foreign nationals to access our core small business loan programs – and today, we are expanding that policy to include all SBA-guaranteed loans.” The expanded restrictions specifically bar foreign nationals from the agency’s Surety Bond program and Microloans, which provide financing up to $50,000 for small businesses and nonprofit childcare centers. “With our lending authority capped annually by Congress and amid record demand for access to capital, our responsibility is clear: The limited resource of SBA financing must prioritize American citizens who are building businesses and creating jobs here at home ,” Loeffler added. The administrator announced last month that applicants for the agency’s primary small business loan would need to be American citizens with permanent residence in the United States. During Fiscal Year 2025, largely under former President Joe Biden, the SBA approved nearly 3,400 loans to small businesses owned at least partially by foreign nationals. Those loans represented four percent of the agency’s 85,000 total approvals that fiscal year. Tyler Durden Wed, 03/11/2026 - 12:40

3月10日，今年首批储蓄国债(凭证式)开始在中国工商银行（HK1398）、中国农业银行（HK1288）、中国建设银行（HK0939）等向个人投资者销售，记者从多家银行网点了解到，首批储蓄国债认购火爆，基本在开售后数小时内额度就已售罄。“今年首批储蓄国债抢购火热，集中反映出居民锁定长期收益的意愿呈增强趋势。”中国商业经济学会副会长宋向清在接受记者采访时表示。具体看，此次发行的2026年第一期、第二期储蓄国债均是凭证式国债，100元起购，发行时间为3月10日至3月19日。二者均为固定利率、固定期限品种，第一期国债期限3年，票面年利率为1.63%，最大发行额150亿元；第二期国债期限5年，票面年利率为1.7%，最大发行额150亿元。(证券日报)

The peer is under criminal investigation over allegations of misconduct in public office and has repeatedly let it be known that he believes he has not acted criminally, did not act for personal gain and is co-operating with the police.

J. Michael Jones/iStock Editorial via Getty Images Papa John's ( PZZA ) jumped 19% after a report that Qatari-backed investment fund, Irth Capital Management, submitted a takeover offer. Irth, with backing from Brookfield Asset Management ( BAM ), offered to pay $47 a share for the pizza chain, according to a WSJ report on Wednesday, which cited people familiar with the matter. The bid represents a ~50% premium to where Papa John's shares trade before Irth's offer. There's no guarantee that Papa John's ( PZZA ) will be receptive to Irth's offer, according to the report. Irth recently increased its effective stake in Papa John's to ~10%. In November, it was reported that Apollo Global ( APO ) withdrew a $64/share takeover offer f or Papa John's ( PZZA ). Papa John's ( PZZA ) is scheduled to present at the 2026 UBS Global Consumer and Retail Conference on Thursday. More on Papa John's Papa John's Is Losing Domestic Market Share (Rating Downgrade) Papa John's: Setting Up For A Swing Trade Papa John's International, Inc. (PZZA) Q4 2025 Earnings Call Transcript Papa John's targets $60M in supply chain savings and 200 North America closures as transformation accelerates Papa John's slides after soft results in North America amid a tough consumer backdrop

私募排排网最新数据显示，截至今年2月末，百亿元级私募数量已达126家，创历史新高（883911）。除百亿元级私募阵营持续扩容外，行业整体规模稳步增长、机构积极开展自购等信号不断释放，折射出我国私募基金行业正加快迈向高质量发展。开年以来，在短短两个月时间内，百亿元级私募阵营共出现了11张“新面孔”。具体来看，2月份新增的百亿元级私募共有4家，其中，鸣熙资本、上海合骥私募、托特(三亚)私募首次进入百亿元级私募梯队，旌安投资则重回百亿元级梯队。北京沃虎私募基金管理有限公司总经理徐鹏对记者表示：“百亿元级私募阵营快速扩容的核心驱动因素是，今年以来股票市场赚钱效应增强，投资收益提升叠加新增认购资金涌入，推动私募基金管理规模迅速扩张。”(证券日报)

Broadcom (NasdaqGS:AVGO) has introduced new AI thermal management solutions through a collaboration with JetCool and Flex to support liquid cooling for next generation AI ASICs. The company has also released the Taurus BCM83640, a 3nm 400G per lane optical DSP designed for 1.6T pluggable modules in hyperscale data center interconnects. These launches target key bottlenecks in AI data centers, including thermal constraints in multi kilowatt AI servers and bandwidth limits in optical links. Broadcom’s share price stands at $342.58, with the stock up 9.2% over the past week and 2.9% over the past month. Over the past year, the stock return is 81.8%, and over three years the gain is very large at 466.5%, with an even larger increase over five years at 696.4%, placing NasdaqGS:AVGO firmly in the group of widely watched AI hardware names. For investors tracking AI infrastructure, these product moves highlight how Broadcom is positioning around thermal and optical constraints in large language model and hyperscale builds. The company’s ability to turn these technologies into design wins and deeper partnerships with leading data center operators will be an important theme to watch over time. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on Broadcom. NasdaqGS:AVGO Earnings & Revenue Growth as at Mar 2026 Advertisement Investor Checklist Quick Assessment ✅ Price vs Analyst Target : At $342.58, Broadcom trades about 27% below the consensus analyst target of $467.80. : At $342.58, Broadcom trades about 27% below the consensus analyst target of $467.80. ⚖️ Simply Wall St Valuation : Simply Wall St’s model views the shares as trading close to estimated fair value. : Simply Wall St’s model views the shares as trading close to estimated fair value. ✅ Recent Momentum: The stock has returned 2.9% over the past 30 days. There is only one way to know the right time to buy, sell or hold Broadcom. Hea...

Micron Technology and Applied Materials have formed a new partnership to accelerate research and development for next generation AI memory solutions in the U.S. The collaboration will be centered at Micron's new $5b Equipment and Process Innovation and Commercialization (EPIC) Center in Silicon Valley. The partners plan to focus on advancing DRAM, HBM, and NAND technologies and shortening commercialization cycles for AI focused memory products. Micron Technology (NasdaqGS: MU) enters this partnership with Applied Materials while its shares trade around $403.11 and show very large gains over the past 1 year and 3 years, including a 6.2% move over the past week and 27.8% return year to date. Against that backdrop, the EPIC Center collaboration adds a fresh development focused on future AI memory platforms rather than near term product headlines or geographic expansion. For investors following AI related infrastructure, this move could matter because it ties Micron's manufacturing know how with Applied Materials' process equipment expertise in one U.S. hub. As AI workloads grow more memory intensive, the ability to refine DRAM, HBM, and NAND together in a single R&D environment may influence how quickly new memory architectures reach commercial scale. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on Micron Technology. NasdaqGS:MU Earnings & Revenue Growth as at Mar 2026 Advertisement Quick Assessment ⚖️ Price vs Analyst Target : At US$403.11, Micron trades about 3% below the consensus analyst target of US$415.37, which sits comfortably inside a wide US$196 to US$650 range. : At US$403.11, Micron trades about 3% below the consensus analyst target of US$415.37, which sits comfortably inside a wide US$196 to US$650 range. ❌ Simply Wall St Valuation : Simply Wall St currently views Micron as trading about 117.1% above its estimated fair value. : Simply Wall St currently views Micron as ...

His time horizon is infinite. His capital is permanent. And the rewards, he argues, should be enormous. That’s the pitch Bill Ackman is making as he moves to take Pershing Square public alongside a new closed-end fund in a deal that could raise as much as $10 billion and bring millions of everyday investors further into his orbit. For Ackman, it’s a comeback from a prior, aborted attempt to list a blockbuster closed-end fund in the US. But it’s also something bigger: a milestone in his years-long project to turn Pershing Square into a modern-day version of Warren Buffett ’s Berkshire Hathaway Inc. On offer are shares of Pershing Square USA Ltd., the closed-end fund. But for every 100 shares of PSUS they buy, investors will automatically receive 20 shares in the management company Pershing Square Inc. The structure means the closed-end fund will have a more permanent base of capital, which Ackman says will let him pick winners and allow them to bloom without worrying about investors yanking their money. “Our long-term goal for Pershing Square Inc. is to build one of the most valuable companies in the world by generating one of the best long-term performance records of any investor ever,” Ackman, who has a net worth of more than $8 billion, wrote in a letter to investors this week. The pitch is a timely one. The private-markets boom has given rise to a bevy of products that promise occasional liquidity while owning hard-to-sell assets like private loans and real estate. But now a wave of investor redemptions is forcing titans like Blackstone Inc. and BlackRock Inc. to balance those withdrawal requests with a need to keep the underlying portfolios healthy. That’s precisely the kind of crunch Ackman says his business model avoids. Pershing investors would get liquidity by selling their shares, not by asking the manager for their money back. “We think of our business model as akin to owning a royalty on the compounding of assets invested in high-return investment strateg...

J Studios/DigitalVision via Getty Images Investment Overview I first covered ARS Pharmaceuticals, Inc. ( SPRY ) for Seeking Alpha in September 2024 , issuing stock with a Buy rating, shortly after its product candidate neffy, a nasal spray, was approved for commercial use by the FDA, ahead of schedule, for the treatment of Type I Allergic Reactions. The FDA initially denied neffy approval, in September 2023, requesting a further study to assess repeat doses of neffy compared to repeat doses of epinephrine injection product under allergen-induced allergic rhinitis, and additional information on nitrosamine impurities. Ars supplied the data, and this time, the FDA approved neffy ahead of schedule. I noted in my September 2024 post: William Blair analysts have speculated peak revenues of ~$750m per annum for neffy, or potentially higher if neffy can win label expansions in fields such as urticaria ("hives"). The main competition in the allergy indication at present is Viatris' epi-pen injector, which earned revenues of $442m in 2023, and $378m in 2022, although Aquestive Therapeutics ( AQST ) has a buccal film version of epinephrine which could be approved next year. Commercially speaking, ARS has a sales force of >100 sales executives targeting ~12.5k allergy specialists, and the company has shared data suggesting neffy will be a cheaper option than auto-injectors. At that time, Ars stock traded at $12 per share, and had reached $14 per share by the time of next note, in March 2025 , in which I downgraded stock to a Hold. I noted that neffy had earned $6.7m in revenues since its September 2024 launch, and also noted that: ARS reported $86.6m of total revenues for the quarter, which includes $73.5m of a total $145m cash payment made by ALK-Abelló A/S, in exchange for ex-US (and certain other territories) rights to market and sell neffy. According to Ars 2024 10K , this deal was agreed in November 2024, and also includes milestone payments of up to $300m, dependent on s...

Geopolitical conflicts often result in a rally across the aerospace and defense industry, but seldom do they cause a software stock to trade against the trend. Yet that's undoubtedly what happened with Palantir (PLTR) stock, which gained 15% during the last week. What makes it even more fascinating is that this came at a time when software stocks are hurting due to AI developments. While President Trump has dubiously claimed the Iran war is already coming to a conclusion , stakeholders know things are not that straightforward. Iran’s decision to target U.S. military installations in neighboring countries, along with leveraging the Strait of Hormuz traffic, has made one thing clear: the regional political temperature is not going down anytime soon, even if U.S. military strikes stop. This is precisely where Palantir becomes relevant. Palantir’s unique moat in its “Ontology” (which it describes as a “tool factory” for AI and human agents) and its role in battle planning and target identification mean it could win a lot more government contracts even if the military's role becomes passive in nature in the coming weeks. About Palantir Stock Palantir is a data analytics and AI company that serves both commercial and government clients through its various platforms. The company is led by Alex Karp and is headquartered in Miami, Florida. PLTR stock has doubled in the last 12 months, despite being down nearly 16% year-to-date (YTD). The S&P 500 ($SPX) has been essentially flat so far this year. For a stock that has significantly outperformed the benchmark index in the last couple of years, this year so far certainly seems an outlier. The stock currently trades at a non-GAAP forward P/E ratio of 118.35x. A consensus earnings growth rate of 75% in 2026, 40% in 2027, 43% in 2028, and 63% in 2029 justifies that premium. Palantir also has negligible debt at $412 million, which is insignificant compared to its cash pile of over $7 billion. Gross margins of 82% are quite healthy, ...

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Oracle (NYSE:ORCL - Get Free Report) had its price objective cut by Stifel Nicolaus from $275.00 to $220.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm presently has a "buy" rating on the enterprise software provider's stock. Stifel Nicolaus' target price points to a potential upside of 34.30% from the company's current price. Get Oracle alerts: Sign Up Other research analysts have also issued research reports about the stock. KeyCorp reduced their target price on shares of Oracle from $350.00 to $300.00 and set an "overweight" rating on the stock in a research note on Thursday, December 11th. Robert W. Baird cut their price objective on shares of Oracle from $300.00 to $200.00 and set an "outperform" rating on the stock in a report on Tuesday. The Goldman Sachs Group raised shares of Oracle to a "strong-buy" rating in a report on Monday, January 12th. DA Davidson increased their price target on Oracle from $180.00 to $200.00 and gave the company a "buy" rating in a research note on Wednesday. Finally, Guggenheim reaffirmed a "buy" rating and set a $400.00 price objective on shares of Oracle in a research note on Thursday, December 11th. Three research analysts have rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average target price of $267.77. Check Out Our Latest Report on ORCL Oracle Trading Up 9.6% ORCL traded up $14.42 during mid-day trading on Wednesday, reaching $163.82. The stock had a trading volume of 53,165,992 shares, compared to its average volume of 27,733,008. The stock has a market capitalization of $470.66 billion, a P/E ratio of 30.79, a P/E/G ratio of 1.33 and a beta of 1.66. Oracle has a 52 week low of $118.86 and a 52 week high of $345.72. The company has a debt-to-equity ratio of 3.28, a quick rat...

美国司法部周三表示， CVS 健康旗下的安泰保险（Aetna） 同意支付 1.177 亿美元 ，以了结有关其违反《虚假申报法》的指控。 责任编辑：郭明煜

The third big screen adaptation of the BookTok-loved author’s novels is ludicrously plotted yet slickly made and easily consumed Nearly two years on, it seems we’re still futilely chasing the high of summer 2024. Charli xcx’s hedonistic Brat-era mockumentary just flopped on the big screen. Espresso still plays at the grocery store but doesn’t hit the same. Kamala Harris is maybe considering a run for something . And the movie It Ends With Us , the glossy adaptation of a Colleen Hoover novel that became a somewhat surprise late-summer blockbuster, refuses to die. That film, directed by Justin Baldoni and starring Blake Lively , should have been a Hollywood success story: a deceptively sharp melodrama that proved that frankly sentimental, female-led, 90s-style studio fare could still draw audiences to cinemas, that schlocky BookTok material need not necessarily beget schlocky movies and that Lively could appeal to the Target demographic. Nevertheless, it cast a dark shadow. The legal mudslinging over Baldoni’s alleged sexual harassment on set has tainted primarily her reputation, and extinguished any box office glow. (Lively v Baldoni – her case, not his, as the latter was dismissed – will go to trial in May.) And then there’s the inevitable pipeline of follow-ups with near-guaranteed diminishing returns, the first of which, a dreadful grief / love quadrangle / YA mess called Regretting You , threatened to kill the buzz for CoHo adaptations entirely last October. Continue reading...

Focusing on new analyst coverage can be a smart approach during periods of macroeconomic uncertainty and market volatility. With geopolitical tensions rising, commodity prices increasing and AI-driven disruption reshaping industries, market conditions are changing rapidly. In such an environment, fresh analyst coverage often brings new perspectives, updated valuation views and deeper industry insights that help investors reassess companies amid shifting economic dynamics. Two stocks that have recently gained analyst attention are Colony Bankcorp, Inc. CBAN and TSS, Inc. TSSI likely drawing increased investor interest. Why New Analyst Coverage Holds Weight Analysts typically possess specialized knowledge and expertise in particular industries or sectors. Through thorough research and analysis, they offer investors critical insights into a company's financial health, growth potential, competitive standing, and industry trends — insights that are often difficult for individual investors to acquire independently. Coverage initiation on a stock by analyst(s) usually portrays a higher investor inclination. Investors, on their part, often assume that there is something special in a stock to attract analysts to cover it. In other words, they believe that the company coming under the microscope definitely holds some value. Do analysts create value for companies by initiating coverage? Of course, they do because they play an important intermediary role with their extensive access to relevant data. Many investors have immense faith in analysts’ research as they fear that a lack of information might trigger inefficiencies. Obviously, stocks are not randomly chosen to cover. A new coverage on a stock usually reflects a reassuring future envisioned by the analyst(s). At times, increased investor focus on a stock motivates analysts to take a closer look at it. After all, who doesn’t like to produce something that is already in demand? Hence, we often find that analysts’ ratings on...

Investors are scrambling to reassess interest-rate bets as oil whipsaws, upending one of the best trades in emerging markets. As currencies across the developing world sink amid escalating conflict in the Middle East, money markets have flipped from pricing rate cuts to hikes in the span of a few days. Investors are having to reprice policy expectations in countries like India, South Africa and Hungary, given oil has surged, threatening an inflation surge across the developing world, alongside higher import bills. On Wednesday, money markets were pricing about 12 basis points of rate hikes for the coming year across emerging nations, having flipped from expecting a 25 basis-point reduction just over a week ago, according to calculations by UBS AG . On Monday, as crude topped $100 a barrel, rate-hike bets reached 20 basis points. The shift is casting a cloud on one of Wall Street’s favored trades for 2026. Since the conflict started, a Bloomberg index of bonds denominated in emerging currencies has lost 1.2%, pulling off record highs hit last month, while securities from energy importers like Egypt, Hungary, South Africa and the Philippines have posted far bigger losses. Earlier this week, foreigners sold the most South African bonds since records began in 1996. Philip Fielding , who runs an emerging-debt portfolio at Fidelity International, is among the investors to trim local-bond positions. If Brent settles at $80 per barrel, it will add between 0.4 and one percentage point to inflation across emerging economies, he estimates. “If oil prices stay high, the pass-through to inflation will mean that rate cuts become less likely,” Fielding said. “European and Asian markets are more vulnerable than Latin America, but the latter have larger positioning, so could be more vulnerable to further unwinds.” Read: Iran Conflict Puts the Emerging-Markets Revival to the Test Crude futures have risen by almost a third since the war started, to trade above $90 a barrel. That’s wel...

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