Hollywood is bracing for big job cuts at Warner Bros. Discovery when its merger with Paramount closes, even as Paramount has insisted it can make the deal work without many layoffs.

OntheRunPhoto/iStock Editorial via Getty Images The mood in the stock markets in early 2026 is decidedly shaky, and it wouldn't be an overstatement to say that investors are panic selling at the slightest trigger. A number of high-quality businesses are being ignored and dumped, even in spite of strong results in the Q4 earnings season. American Eagle Outfitters ( AEO ), the teen-focused clothing brand, is one of those names. The company has seen a resurgence in relevance ever since a pair of powerful ads featuring Sydney Sweeney and Travis Kelce, which have injected the brand with product newness not seen in years. In spite of this, the stock remains in bear market territory, with shares down ~30% since the start of January (though we do note American Eagle is still up ~50% over the past year). Recently, in early March, the company posted strong Q4 results and a robust outlook for FY26, nevertheless triggering a ~5% post-earnings selloff. It's an opportunity, in my view, to survey the damage and buy the dip. Data by YCharts I last wrote a buy rating on American Eagle in January, when the stock was trading at $26 per share. Since then, American Eagle has dropped ~30%. While I acknowledge that the timing of my buy call was premature (I certainly didn't predict the macro bearishness that would emerge as the "SaaSpocalypse" narrative built up steam, or the geopolitical tensions that have dominated headlines over the past few weeks), I continue to see a vibrant business here that is defying retail sector weakness to gain market share. I reiterate my buy rating here. The first element that we should discuss is the fact that American Eagle issued a strong outlook for FY27 (the year for American Eagle ending in January 2027). In spite of this, the stock's sharp selloff beginning in January has made its forward multiples look even more appealing. My core portfolio strategy amid volatile times is to keep my head down and continue investing in high-quality businesses at a dis...

Airbus Defence and Space is mulling a joint bid with German defense giant Rheinmetall AG and domestic satellite manufacturer OHB SE to build a Starlink-like internet service for the Bundeswehr armed forces, according to people familiar with the matter. Airbus Defence and Space informed the German Armed Forces Procurement Office that it plans to form a consortium with the two other German companies to win the so-called SATCOM Bw Stage 4 space project, said the people who spoke on condition of anonymity as the talks are not public. Spokespeople for Airbus Defence and Space and the German defense ministry declined to comment. Officials at Rheinmetall and OHB were not immediately available for comment. The Bundeswehr wants to deploy at least 100 small satellites into space to establish an independent low orbit communications network by 2029. Worth several billion euros, it’s one of the largest procurement projects of Chancellor Friedrich Merz ’s ruling coalition this year. The goal is to enable digital communication and interaction between tanks, fighter jets, drones, battleships and individual soldiers on the ground. The project is modeled after the Starlink satellite network developed by US tech billionaire Elon Musk , though it is significantly smaller. Read more: Satellite Maker OHB Confirms Cooperation Talks With Rheinmetall In January, Bremen-based satellite maker OHB confirmed talks with Rheinmetall to jointly bid for the government contract to erect an orbital military communications network. OHB has landed German military contracts before, including a €2.1 billion ($2.4 billion) deal in 2024. Rheinmetall entered the field of satellites last year, when it secured a €1.7 billion German contract for synthetic aperture radar satellites with Finnish firm Iceye Oy. Rheinmetall Chief Executive Officer Armin Papperger has said Europe needs to become more independent from the US in defense, warning that Germany’s satellite dependency could entail a certain risk of “blac...

英国国防部在X平台发文称，美国已开始使用英国基地在中东开展防御性行动，以防止伊朗向该地区发射导弹。英国国防部表示，英国台风战斗机和F-35战机持续在约旦、卡塔尔和塞浦路斯上空执行空中任务，以捍卫英国利益声明补充称，一架梅林直升机正前往该地区，以提供额外的空中监视能力。（新浪财经）

Available for 29 days The Iranian president, Masoud Pezeshkian, has said Iran will stop striking its neighbours as long as no attacks originate from them; he's apologised for Tehran's attacks on those countries in the past week. President Trump has referred to that apology in a post on social media, saying "this promise was only made because of the relentless U.S. and Israeli attack". He added that today Tehran "will be hit very hard." Israel is continuing to pound Lebanon, saying it's targetting strongholds of the Iranian-backed militant group Hezbollah; Ghanaian UN peacekeepers have been wounded in a missile attack. Also, we hear from northern Iraq, where Kurdish Iranian opposition groups have been coming under attack. And we talk to an international journalist based in the Iranian capital Tehran. The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment. Get in touch: globalpodcast@bbc.co.uk Programme Website

记者从多家航空公司了解到，结合当前运行保障能力与地区局势，为满足广大旅客出行需求，国航、东航、南航正陆续恢复部分至中东地区航班。 国航于2026年3月5日起恢复利雅得⇋北京航线航班运行，北京-迪拜方向自3月7日起恢复正常客票销售，迪拜-北京方向自3月6日起推出“机票变更候补”及“购票预约”功能。 东航将于3月7日至3月12日间，部分恢复上海浦东、西安、昆明⇋迪拜、上海浦东⇋利雅得、北京大兴⇋马斯喀特的航班运行。 南航将恢复2026年3月8日至11日的部分广州⇋迪拜、深圳⇋迪拜航班运行。 （总台央视记者 曹丹） 责任编辑：李桐

当地时间7日下午，科威特石油公司发表声明称，鉴于目前的地区局势， 该公司已对原油生产和提炼实施“预防性削减”措施 。声明中强调，已做好充分准备，一旦条件允许，随时可以恢复正常生产。 当天早些时候，科威特国民卫队发布消息称，在其防区内击落一架无人机。（总台记者 李超） 责任编辑：李桐

澳職，FC悉尼主場2-2逼和墨爾本勝利。 白衫勝利的馬達，在34分鐘射入罰球，為客隊領先。這位37歲曼聯前中場，近四場交出3入球、3助攻。 在68分鐘後備上陣的恩杜卡，1分鐘後接應橫傳射入，為勝利拉開兩球優勢。 但悉尼在73分鐘，先由施馬特洛普斯頂入追近，2分鐘後，再憑阿爾斯蘭射入空門，悉尼追平2-2，搶回一分。勝利近四場有三場打和，排第五，悉尼排第三位。

Air strikes have shaken the Middle East after the US and Israel launched an attack against Iran, killing the country's supreme leader Ayatollah Ali Khamenei. The Guardian looks back at the seven days that ignited a war, which has already claimed the lives of more than 1,500 Seven days on, seven questions about the US-Israeli war on Iran Middle East crisis – live updates Continue reading...

消防處聯同醫管局及警務處，在沙田威爾斯醫院舉行跨部門消防演習。 演習模擬醫院發生火警，消防人員到場撲救，並聯同醫護人員及警方，將受影響的病人及員工有秩序地疏散。 消防處在演習中，派出無人機作高空監察，令救援人員能更清楚掌握全面的現場資訊，而救護人員則同步啟動「大量傷者事故檢傷分流系統」，即場為傷者分流及初步治理。

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JHVEPhoto The U.S. Food and Drug Administration has declined to approve an additional indication for Zynyz, a cancer therapy developed by Incyte ( INCY ) and MacroGenics ( MGNX ), due to issues found at a third-party manufacturing site run by Novo Nordisk’s ( NVO ) Catalent unit. In a regulatory filing on Friday, Incyte ( INCY ) said that the FDA issued a Complete Response Letter regarding its supplemental Biologics License Application for Zynyz, which it currently markets for conditions including squamous cell carcinoma of the anal canal (SCAC). The sBLA, supported by data from the company’s Phase 3 POD1UM-304 trial, sought the U.S. approval of the antibody therapy in combination with chemotherapy for adults with metastatic non-small cell lung cancer. “The CRL cited the regulatory compliance of Catalent Indiana as the sole approvability issue, and did not cite other approvability concerns,” Incyte ( INCY ) said, adding it will collaborate with the FDA and Catalent to address the agency's findings and seek a resubmission of the sBLA. Separately, the company announced the EU approval for Zynyz in combination with platinum-based chemotherapy as a first-line option for adults with SCAC. More on Incyte, Novo Nordisk, etc. CagriSema Incident: The Surprise Winner And What It Means For The Novo-Lilly Rivalry Pricing Pressure And Panic: What The Market May Be Missing In Novo Nordisk Incyte Corporation (INCY) Presents at TD Cowen 46th Annual Health Care Conference Transcript MacroGenics drops after FDA partial clinical hold on lead program Novo’s China obesity drug posts positive mid-stage trial results

Key Points Berkshire Hathaway remains the king of cash, with plenty of ammo for acquisitions and investments. The "Magnificent Seven" companies are also sitting on tons of cash, which they'll need for the AI race. Cash is both a defensive and offensive weapon. 10 stocks we like better than Alphabet › In times of economic uncertainty and market volatility -- like the present moment -- it's wise to look for stocks of companies with substantial cash reserves. That's because those companies will have the flexibility to deal with economic downturns, pay their bills and dividends, and even buy out struggling competitors. Indeed, the total amount of cash a business has access to can be a measure of its financial health. So it's good to know which companies have the most cash on hand. Right now, the 50 largest cash piles total more than $3.1 trillion, according to TradingView. And financials, consumer discretionary, and tech stocks hold 75% of that $3.1 trillion. Note that cash on hand generally includes physical currency, bank deposits, and highly liquid short-term securities with maturities of three months or less, like Treasury bills and money market funds. 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 » It may not surprise you which U.S. company has the most cash on hand. It's Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB), of course, the giant holding company that Warren Buffett built over decades. It owns some 60 companies outright and has stakes in scores of others. Berkshire currently holds about $373 billion in cash and cash equivalents. Berkshire built its enormous cash pile by retaining earnings from its operating businesses and dividends from investments, as well as by selling down some of its portfolio over many quarters. If there's a pullback in the market due to geopolitical uncertainties, Ber...

Key Points Apple is increasingly offering budget-friendly prices for its devices. The company is looking to grow its installed base and boost subscription revenue. This strategy could lead to higher margins and profits in the long run. 10 stocks we like better than Apple › Apple (NASDAQ: AAPL) has produced outstanding returns over the past 20 years. And through much of this period, the company relied on its popular devices, most notably the iPhone, to drive sales growth. However, the tech leader's strategy moving forward will likely be a bit different: Apple will rely increasingly more on its services segment. This isn't new information. Apple's push into services has been ongoing for years. And the company's most recent product announcements gave us more insight into part of the company's strategy. 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 » Apple's price-sensitive push Apple has historically used its strong brand name and pricing power to charge premium prices for its products, even for base models. Chip upgrades or devices that came with more memory or other added features often -- though not always -- cost more. Apple's latest product lineup doesn't exactly follow that pattern. The tech leader's new lineup features a budget-friendly iPhone 17e, for instance, whose starting price is $599. This cheaper "e" series isn't new. Apple released the iPhone 16e last year. However, the latter had the same starting price despite half the storage capacity and a less powerful chip. Then there is the MacBook Neo, the company's cheapest laptop ever, for $599. Apple's most affordable laptop used to be $999, so this is a meaningful price reduction. Now, customers can find cheaper, non-Apple options for all of these products. However, when comparing the company's most recent lineup to previous product announ...

Trump Vows To Hit 'Loser' Iran 'Very Hard' As Pezeshkian Apologizes To Gulf Even As IRGC Attacks Expand As the US-Israeli war on Iran grinds into its second week, having completed a full week of what's largely been escalation alongside no real efforts at talks, the rhetoric on all sides is still expanding just as fast as the missile exchanges. Iran continues to get bombed very intensely, while several overnight ballistic missile and drone waves hit Israel . The biggest development is that Iranian President Masoud Pezeshkian says Tehran will never capitulate, pushing back after Donald Trump demanded Iran’s "unconditional surrender". But unexpectedly Pezeshkian has apologized to Gulf countries for coming under attack . But strangely, in something which suggests how little in control Pezeshkian actually is (as more likely the IRGC is running the show , also as the Council of Experts delays choosing a Khamenei successor), Iran has continued launching drones and missiles toward Israel and targets across the Gulf - again, even as officials insist Tehran has no intention of attacking neighboring states unless attacks originate from their territory. Trump, however, is already declaring victory while promising even more escalation. Posting on Truth Social, the president warned that "today Iran will be hit very hard" while saying that new targets could soon be added. "Under serious consideration for complete destruction and certain death , because of Iran’s bad behavior, are areas and groups of people that were not considered for targeting up until this moment in time," Trump wrote. He also claimed Tehran had effectively backed down in the region, saying Pezeshkian had "surrendered" to neighboring countries and "promised that it will not shoot at them anymore." According to Trump, "This promise was only made because of the relentless U.S. and Israeli attack." The president went further, declaring: Iran is no longer the 'Bully of the Middle East,' they are, instead, ‘THE LOSER...

格隆汇3月7日｜伊朗总统佩泽希齐扬在其个人社交媒体上发文称，伊朗始终强调，在睦邻友好以及相互尊重国家主权与领土完整的基础上，保持并延续与本地区各国政府的友好关系。这并未否定伊朗在面对美国和以色列军事侵略时拥有进行自卫的固有权利。佩泽希齐扬说，我们将坚定不移地捍卫国家，抵抗到底。伊朗的防御行动仅针对那些袭击伊朗的源头目标和设施，我们视其为合法打击目标。伊朗并未袭击友好邻国。相反，我们打击的是美国在本地区的军事基地和设施装备。

当地时间3月7日，伊朗总统佩泽希齐扬在其个人社交媒体上发文称，伊朗始终强调，在睦邻友好以及相互尊重国家主权与领土完整的基础上，保持并延续与本地区各国政府的友好关系。这并未否定伊朗在面对美国和以色列军事侵略时拥有进行自卫的固有权利。佩泽希齐扬说，我们将坚定不移地捍卫国家，抵抗到底。伊朗的防御行动仅针对那些袭击伊朗的源头目标和设施，我们视其为合法打击目标。伊朗并未袭击友好邻国。相反，我们打击的是美国在本地区的军事基地和设施装备。（央视新闻）

格隆汇3月7日｜据环球时报，根据消息人士透露，近日，菲律宾多架飞机未经中国政府允许，非法闯入中国黄岩岛领空。中国人民解放军组织海空兵力，依法依规跟踪监视、警告驱离。

TLDR NVDA dropped ~3% on Friday, closing around $177.83, down from a prior close of $183.34 Reports of new U.S. rules requiring government approval for nearly all overseas AI chip sales rattled investors Nvidia reportedly halted H200 shipments to China to redirect TSMC capacity toward new Rubin platforms Despite the drop, Q4 revenue came in at $68.13 billion — up 73.2% year-over-year — beating estimates Analyst consensus price target sits at $273.64, with 47 Buy ratings and only 2 Hold ratings 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. NVIDIA (NVDA) fell around 3% on Friday, with the stock touching an intraday low of $176.82 before settling near $177.83. The prior close was $183.34. Volume came in at roughly 187.4 million — about 4% above the daily average. NVIDIA Corporation, NVDA The selling pressure came largely from fresh reports about potential new U.S. export rules. Officials have reportedly drafted regulations that would require government approval for nearly all overseas sales of advanced AI chips. The rules would vary in complexity based on shipment size. Orders of 200,000 chips or more could require foreign investment in U.S. data centers or security guarantees, according to Bloomberg and Reuters. The Commerce Department said it was not returning to Biden’s “AI diffusion” framework, pointing to recent AI chip deals struck in the Middle East as the model going forward. But those Middle East deals weren’t exactly smooth. The U.S. approved the sale of up to 70,000 advanced chips to firms in the UAE and Saudi Arabia — only after months of delays tied to investment discussions and security concerns. That timeline raises questions about how quickly deals could get done if a similar process applies globally. China Headwinds Add to the Pressure NVDA also faced pressure from separate reports that it halted H200 chip shipments to China...

madisonwi/iStock via Getty Images Vital Farms, Inc. ( VITL ) has become a sore spot in my portfolio. My two buy ratings are both largely in the red. The stock was most recently hammered following their most recent earnings. The stock saw its price drop by nearly 20% in a single day and is now down by 35% over the past year. Seeking Alpha The company showed the first signs of cracks in its egg growth story in the latest earnings report. The company beat revenue estimates but missed on the earnings. The company had beat earnings estimates in 15 straight quarters until the latest Q4 result. It also lowered guidance for the year. Despite the negative news, the company did still show strong growth. It also maintained its long-term revenue and profit targets. I understand why the company saw some selling pressure based upon the quarterly results. I think the selloff was overdone and has pushed the company to a point where it is undervalued. Financials The company continued to show growth when it reported its results . But it did fall short of earning estimates and lowered revenue guidance going forward. The company reported revenues of $213.6 million for the quarter, good for growth of 28.7% for the year. The revenue actually beat estimates, but the earnings fell short. The company reported EPS of $0.35 versus the $0.39 expected. This was growth of more than 50% from the prior year. Adjusted EBITDA also increased significantly year over year, going from $19.1 million to $29.2 million. So the growth story is still intact, with revenues growing by nearly 30% and earnings by over 50%. The concern in the quarter is that the company has a history of beating earnings, not falling short. The other negative aspect of the report that helped cause the stock drop was the weakened guidance. The company provided a revenue estimate of $900 million to $920 million, which is below the estimate of $938.6 million. The company lost approximately $200 million in market cap. I don’t think a d...

受国际原油价格持续走强影响，国内成品油价格调整窗口将于近期开启。根据行业监测数据显示，本轮调价大概率将迎来上调。 据卓创资讯监测数据，截至3月5日收盘，即本轮计价周期的第9个工作日，参考原油变化率为11.35%。基于当前数据测算，汽、柴油预估上调幅度约为500元/吨，已超过50元/吨的调价门槛。 按照目前的幅度计算，折合升价后，92汽油、95汽油、柴油将分别上调0.39元/升、0.41元/升、0.42元/升。据此计算，车主想要加满一箱50L的92汽油，预计将增加19.5元；加满50L的95汽油将增加20.5元。 此外，按照惯例，本轮油价调整的落地时间预计为3月9日（周一）24时，最终调整幅度以国家发展改革委官方宣布为准。

Gustavo Muñoz Soriano/iStock via Getty Images This week I issued an article titled Stop Panicking And Start Buying BDCs . I introduced a broader perspective on BDC credit risk and provided a solid ground for investors for going against the heard - i.e., to scoop up high-quality names before the negative emotions settle. As it is usually the case, in the comment section there was an interesting chatter, where one comment specifically stuck in my mid. It was something along the lines of me suggesting investors to load up the truck with BDCs even though in early January this year I was warning investors that system-wide BDC dividend cuts are imminent. Obviously, approaching BDC dividend cuts and high-quality BDC buying are not mutually exclusive. Even if a BDC is about to cut its dividend, it does not mean that it is a bad investment. There is a difference between whether the cut is driven by falling SOFR, which BDC managers cannot control and cuts that stem from a bad underwriting, which BDC can and should control. However, the dividend aspect was not that caused me to write this article or do the explaining. It was more about the notion of "buying BDCs hand over fist", which is totally the opposite message what I tried to convey. So, in this article I will try to take a step back and provide the other side of the BDC bull case, which is more subtle, perhaps a bit technical, but definitely critical to understand. My hope is that these three messages below will once again cement the importance of sticking to high-quality BDCs instead of venturing into indiscriminate buying spree. The risks are real, many discounts are there for a reason and I have personally (before SaaS drama) experienced the consequences of not appreciating what I will now highlight below. #1: Weighted averages are just that - averages Most BDC investors have probably observed that such metrics as interest rate coverage, debt to EBITDA, loan to value etc. are used by the managers to capture the healt...

Units of Energy Transfer (ET +0.38%) have rallied more than 13% this year. That surge has pushed the midstream giant's price near $19 per unit. Fueling the master limited partnership's (MLP) rally has been a combination of a growth reacceleration and higher oil prices. Here's a look at whether the MLP's stock price could reach $30 in the coming years. The reacceleration has begun Last year was a bit of an outlier for Energy Transfer. The MLP grew its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) by 3.2%. That's much slower than the 10% compound annual growth rate it delivered from 2020 through 2024. The pipeline company had fewer growth catalysts last year, as it didn't complete any acquisitions, only finished a few expansion projects, and oil prices slumped. However, this year will be different. Energy Transfer expects its adjusted earnings to rise by more than 10% at the midpoint of its guidance range. The company will benefit from the ramp-up and completion of several major expansion projects this year. Meanwhile, both of its affiliated MLPs have recently completed acquisitions, which will boost its bottom line. Additionally, oil prices are rising, which should also bolster its financial results. Expand NYSE : ET Energy Transfer Today's Change ( 0.38 %) $ 0.07 Current Price $ 18.74 Key Data Points Market Cap $64B Day's Range $ 18.59 - $ 18.83 52wk Range $ 14.60 - $ 19.30 Volume 16M Avg Vol 15M Gross Margin 12.27 % Dividend Yield 7.07 % The fuel to continue growing Energy Transfer could continue to grow at an accelerated rate over the next several years. It has a large backlog of expansion projects, including the $2.7 billion Hugh Brinson Pipeline and the $5.6 billion Transwestern Pipeline expansion project. It currently has secured projects that should enter commercial service through 2030. Meanwhile, it has more opportunities in the pipeline, notably to expand its gas infrastructure to support growing demand by data centers an...

"If the aggression… continues there is no doubt we will defend ourselves," he said. "And if they want to use these military bases - although we don't want to do that -there is no doubt we will defend ourselves accordingly."

In early March 2026, Akamai Technologies detailed a four-year, US$200,000,000 service agreement to provide a multi-thousand NVIDIA Blackwell GPU cluster and related cloud infrastructure to a major U.S. AI-focused tech company, while also urging shareholders in a preliminary proxy to vote against a proposal for expanded political spending disclosures. The AI compute deal, which relies on Akamai’s recently expanded distributed cloud footprint and large Blackwell GPU acquisition, underscores how the company is repositioning from its content delivery roots toward higher-value AI and security infrastructure services. We’ll now examine how this large AI compute agreement and GPU-backed cloud expansion could reshape Akamai’s investment narrative around growth, risk, and execution. Uncover the next big thing with 31 elite penny stocks that balance risk and reward. Akamai Technologies Investment Narrative Recap To own Akamai today, you have to believe its transition from legacy content delivery to higher-value security and AI infrastructure can offset CDN headwinds and rising capital intensity. The US$200,000,000, four-year AI compute agreement looks supportive of the near term growth catalyst in Cloud Infrastructure Services, but it also amplifies the key risk that heavy GPU and data center spending crimps margins if large contracts do not ramp as planned. The recent NVIDIA-powered Guardicore segmentation announcement for operational technology and industrial control systems ties directly into Akamai’s security growth catalyst, which sits alongside AI compute as a core pillar of the thesis. If enterprises continue to adopt micro segmentation and Zero Trust tools to protect critical infrastructure, this could help counterbalance margin pressure from AI-related CapEx and deepen Akamai’s mix of higher-value security revenue streams. Yet beneath the appeal of AI and security growth, investors should be aware that rising CapEx and customer concentration could still... Read the f...

Galeanu Mihai/iStock via Getty Images NNN REIT ( NNN ) is one of the cornerstones of my dividend portfolio - I'm a long-oriented investor with a strong tilt towards income-generating assets. That's why REITs have always been one of my favorite ways to invest. I don't think I have to tell you - not all REITs have been created equal (or should I say managed equally?). Throughout the years, I've reviewed numerous REITs, and several have caught my attention for standing out from the rest. Regardless of the criteria you prefer to look at - income potential and stability, business metrics, valuation, track record, or business model - truly top picks perform strongly from many perspectives. I think NNN is such a case. It has many qualities, and a few of them can be easily ranked as "the best" in the entire sector - that's why I've been bullish on NNN since the first time I covered it . But I'm not going to sugarcoat it. NNN is not as attractive now as it was months ago. Don't get me wrong, I still think it can be a worthy addition to a well-structured portfolio, but those who bought when I recommended it last time managed to secure a better price. Since the last time I covered NNN , its stock price has increased by over 13%, delivering a total return of 15%. Seeking Alpha Now, I see that NNN has published its quarterly data for Q4 2025. On top of that, I saw a dynamic upward movement in its stock price, and these are the reasons why I decided to prepare a follow-up coverage. I will present you with three key reasons why I still consider NNN buyable. Three Reasons Why NNN Is Still A Buy Great diversification in a highly attractive business model I always like to look at the diversification from a few perspectives, namely: tenant structure, industry exposure, and geography. I think NNN has one of the best portfolio structures from the perspective of diversification. Firstly, I see that no tenant represents a share in ABR higher than 5%, with the largest one responsible for 4...

【全國兩會2026｜丁薛祥再強調行政主導重要性】 國務院副總理丁薛祥出席港區全國人大代表團會議，再次強調行政主導的重要性，要求立法會做好研究、實踐，達成更多成果。 主管港澳事務的國務院副總理丁薛祥，到人民大會堂香港廳。港澳辦主任夏寶龍、港澳辦分管日常事務的副主任徐啟方、中聯辦主任周霽等列席。 丁薛祥繼周五出席港澳政協聯組會議後，再提及行政主導重要性，表明這是國家主席習近平對香港的新要求。 國務院副總理丁薛祥說：「在新的形勢下，習主席對香港的治理，依法治理、良政善治提出了新的要求，也是新的課題。行政主導不僅僅是行政的事，不僅僅是行政長官的事情，香港特區政府的事情，也是立法會，包括司法、全社會，全香港各個階層、各個派別共同的責任、共同的任務。所以這個題目提出以後，各方面都要去加強研究、探索、實踐，不斷去總結。」 對於如何完善行政主導，丁薛祥亦對立法會提出要求。 丁薛祥指出：「特別是立法會在行政主導這題目下面大有可為，實踐的空間、探索的空間，理論研究的空間都還很大，希望在第八屆立法會期間，李慧琼帶領立法會，很好去探索、研究、實踐，這麼個命題，能產出更多符合香港實際，符合中央要求的實踐成果。」 丁薛祥又祝賀全國人大常委李慧琼出任新一屆立法會主席。 丁薛祥表示：「責任更重了，這個責任既是幾百萬香港市民對你的重託，也是中央政府、全中國人民、14億中國人民對你的重託。」 李慧琼就表示，立法會將堅定維護行政主導，做好支持和監督。 全國人大常委李慧琼稱：「議員也要善用代表市民的身份，廣泛收集社會各界意見，通過系統調研，提出具體、務實的建言，讓政府政策和立法建議，更具科學性，更貼近民情。議員必須深入社區、走進界別，了解市民所需所想，和各行各業實際面對的困難和機遇。」 她指立法會申訴部會參考國家信訪局，加強意見匯聚機制。 今次是丁薛祥就任國務院副總理後，第三次出席港區全國人大代表團會議。 【全國兩會2026｜港區人大認為丁薛祥屬適當提醒】 國務院副總理丁薛祥連續兩日強調行政主導，有港區全國人大代表認為屬適當提醒。又引述丁薛祥指，香港要加快發展創科，吸引更多人才。 港區全國人大代表團周六的全體會議，歷時一個半小時，代表引述國務院副總理丁薛祥，在會上先談及國家去年發展，指成績得來不易，經濟總量再次提升，香港多方面亦有成績。 港區全國人大代表團團長馬逢國稱：「他特別用了一個詞，我認為很有意思，...

【全國兩會2026｜習近平強調反腐】 中共總書記、國家主席、中央軍委主席習近平強調，要堅定不移推進反腐敗鬥爭。 習近平下午出席十四屆全國人大四次會議，解放軍和武警部隊代表團全體會議。 他在會上強調，軍隊是拿槍桿子的，軍中絕不能有對黨懷有二心之人，絕不能有腐敗分子藏身之地，必須堅定不移推進反腐敗鬥爭。 【全國兩會2026｜江蘇強調貫徹習近平提出「四個新」】 全國人大江蘇省代表團舉行全體會議，提出落實中共總書記、國家主席習近平強調的「四個新」，包括新突破、新途徑、新局面和新成果，並打造人工智能(AI)高地，發展未來產業。 國家主席習近平周四下午參加他所在的江蘇代表團審議，周六江蘇代表團再舉行全體會議，江蘇省委書記信長星表示，未來會貫徹習近平總書記提出的四個新要求。 江蘇省委書記信長星指出：「實現新突破、探索新途徑、開創新局面、取得新成果，這四個新的重要要求，切實地貫徹好。江蘇要打造具有全球影響力的產業科技創新中心。這個基地呢，總書記要求我們要打造具有國際競爭力的先進製造業基地，還有我們建設具有世界聚合力的雙向開放樞紐。」 會上提到，江蘇省高新技術企業超過6.1萬家，當局計劃打造人工智能發展高地，推動未來產業。 江蘇省委副書記劉小濤表示：「我們將建好中科院工業人工智能研究所，一方面要強化芯片算法的研發，和算力數據的供給，發展好人工智能產業，另一方面我們實施『人工智能+』行動，發揮江蘇的這個算力、數據，特別是我們場景特別豐富。」 信長星說：「在未來產業上我們在超前布局，生物製造、原子級製造、第六代移動通信等等這些未來產業，還是取得了一些成效。」 江蘇也力推「蘇超」，期望帶動旅遊經濟。 江蘇省副省長陳忠偉稱：「我們現在各個社區市，都在研究推行一些跨區域的旅遊主題項目，還在準備一系列特色活動，來促進微商企業深度融合，把賽事帶來的流量有效的組織，發展經濟發展質量。」 另外有江蘇團代表指，江蘇作為沿海經濟大省，未來會聚焦科技創新，加快發展海洋投資市場。 【全國兩會2026｜保就業】 內地去年失業情況平穩，當局指今年會加強保障勞動密集型行業就業崗位，又提出將「養老服務師」納入為新職業，改善養老問題。 政府工作報告多次強調要「穩就業」。在全國人大會議民生主題記者會，當局指會加強扶持外貿、建築及住宿餐飲等，勞動密集型行業，保住他們的崗位。 人力資源和社會保障部部長王曉萍說：「當前人工智能...

【美以襲伊朗第二周】 美國同以色列聯手打擊伊朗踏入第二周。伊朗指至今造成最少1,332名平民死亡。據報俄方正向伊朗提供部署在中東地區的美軍情報。而伊朗總統佩澤希齊揚表示，除非受到鄰國襲擊，否則伊朗不會以鄰國為打擊目標。 伊朗首都德黑蘭繼續受襲，以色列軍方稱，攻擊了伊朗西部逾四百個目標，包括彈道導彈發射器，及無人機儲存設施等。 伊朗駐聯合國代表伊拉瓦尼，指責美國及以色列，蓄意打擊平民和民用設施，造成嚴重死傷，不少死者是兒童，構成戰爭罪。 美國有線新聞網絡CNN記者，抵達德黑蘭後指，聽到多次爆炸聲，當地網絡亦不穩定。 美國CNN記者弗雷德里克說：「我們在德黑蘭地面，不時聽到大規模空襲。我們目睹梅赫拉巴德機場，即德黑蘭第二大機場似乎遭到攻擊，或機場附近地區似乎遇襲。」 中央電視台記者引述伊朗軍方指，已掌握敵人的彈藥情況。 央視總台記者李健南稱：「伊朗掌握了敵人的戰線裝備和彈藥情況，根據我在德黑蘭的觀察，很多店舖和餐廳已經停止了營業，街道上幾乎沒有多少行駛的車輛。」 以色列耶路撒冷周六響起防空警報，伊朗發動新一輪導彈及無人機報復，部分被以方攔截。 伊朗傳媒報道，伊朗導彈亦擊中和摧毀部署在約旦的美軍「薩德」導彈防禦系統的雷達系統。CNN的報道就指，沙特阿拉伯、約旦、卡塔爾及阿聯酋，共有五處部署雷達系統的地點，受到伊朗襲擊。 伊朗總統佩澤希齊揚表示，對於有海灣國家在伊朗反擊美國和以色列軍事打擊時受到波及，向鄰國致歉，他表示除非有來自鄰國的襲擊，否則伊朗不會以鄰國作為打擊目標。 對於美國總統特朗普表明，不會通過談判同伊朗結束衝突，只會接受無條件投降的言論，佩澤希齊揚形容，是「他們應帶進墳墓的夢想」。 他早前與俄羅斯總統普京通電話，普京重申反對以武力手段，解決伊朗及整個中東地區的問題，必須盡快回歸政治和外交解決軌道，美國《華盛頓郵報》和美聯社報道，俄方向伊朗提供情報，協助鎖定部署在中東的美軍戰艦及戰機位置，但具體程度仍未完全清楚。 霍士新聞報道，美國將調派航空母艦喬治布殊號，到地中海東部，將會是繼林肯和福特號後，美國部署在中東的第三艘航母。 至於早前伊朗南部一間女子小學遇襲，造成超過一百人喪生，CNN分析新衛星圖片，指涉事小學與附近數幢伊斯蘭革命衛隊建築物，同樣是中心部分被擊中，反映它們是明確攻擊目標，推斷美軍應為事件負責，但白宮否認。 【美以襲伊朗｜迪拜機場傳爆炸聲一度停運】 迪...