Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Coinbase Global Inc (Symbol: COIN), where a total volume of 158,867 contracts has been traded thus far today, a contract volume which is representative of approximately 15.9 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 97.5% of COIN's average daily trading volume over the past month, of 16.3 million shares. Especially high volume was seen for the $200 strike call option expiring March 06, 2026 , with 9,266 contracts trading so far today, representing approximately 926,600 underlying shares of COIN. Below is a chart showing COIN's trailing twelve month trading history, with the $200 strike highlighted in orange: NVIDIA Corp (Symbol: NVDA) options are showing a volume of 1.8 million contracts thus far today. That number of contracts represents approximately 181.9 million underlying shares, working out to a sizeable 92.5% of NVDA's average daily trading volume over the past month, of 196.6 million shares. Especially high volume was seen for the $182.50 strike call option expiring March 06, 2026, with 170,687 contracts trading so far today, representing approximately 17.1 million underlying shares of NVDA. Below is a chart showing NVDA's trailing twelve month trading history, with the $182.50 strike highlighted in orange: And Micron Technology Inc. (Symbol: MU) options are showing a volume of 300,123 contracts thus far today. That number of contracts represents approximately 30.0 million underlying shares, working out to a sizeable 90.3% of MU's average daily trading volume over the past month, of 33.2 million shares. Especially high volume was seen for the $390 strike call option expiring March 06, 2026, with 16,974 contracts trading so far today, representing approximately 1.7 million underlying shares of MU. Below is a chart showing MU's trailing twelve month trading history, with the $3...

Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Palantir Technologies Inc (Symbol: PLTR), where a total of 517,793 contracts have traded so far, representing approximately 51.8 million underlying shares. That amounts to about 89.4% of PLTR's average daily trading volume over the past month of 57.9 million shares. Especially high volume was seen for the $155 strike call option expiring March 06, 2026 , with 55,645 contracts trading so far today, representing approximately 5.6 million underlying shares of PLTR. Below is a chart showing PLTR's trailing twelve month trading history, with the $155 strike highlighted in orange: Super Micro Computer Inc (Symbol: SMCI) options are showing a volume of 202,763 contracts thus far today. That number of contracts represents approximately 20.3 million underlying shares, working out to a sizeable 69.3% of SMCI's average daily trading volume over the past month, of 29.3 million shares. Especially high volume was seen for the $32.50 strike call option expiring March 13, 2026, with 21,194 contracts trading so far today, representing approximately 2.1 million underlying shares of SMCI. Below is a chart showing SMCI's trailing twelve month trading history, with the $32.50 strike highlighted in orange: And FedEx Corp (Symbol: FDX) options are showing a volume of 11,689 contracts thus far today. That number of contracts represents approximately 1.2 million underlying shares, working out to a sizeable 65.7% of FDX's average daily trading volume over the past month, of 1.8 million shares. Especially high volume was seen for the $180 strike call option expiring March 20, 2026, with 1,000 contracts trading so far today, representing approximately 100,000 underlying shares of FDX. Below is a chart showing FDX's trailing twelve month trading history, with the $180 strike highlighted in orange: For the various different available expirations for PLTR options, SMCI options, or FDX options, ...

Notable Friday Option Activity: MSFT, EA, AAPL Nasdaq

The Week Ahead (Mar. 9-15): China’s ‘Two Sessions’ to Conclude 00:00 00:00 /00:00 您的浏览器不支持 audio 标签。 Listen to this article 1x Mar. 9: Sci-tech bond rules take effect A circular issued by the National Association of Financial Market Institutional Investors to optimize sci-tech innovation bonds comes into effect. The rules aim to channel more financial resources into early-stage, small-scale, long-term, and hard-tech ventures, supporting a financial system tailored to technological innovation. Register to read this article for free. Register Unlock exclusive discounts with a Caixin group subscription — ideal for teams and organizations. Subscribe to both Caixin Global and The Wall Street Journal — for the price of one. Disclaimer This is an AI-generated English rendering of original reporting or commentary published by Caixin Media. In the event of any discrepancies, the Chinese version shall prevail. Share now and your friends will read it for free!

Noteworthy Friday Option Activity: COIN, NVDA, MU Nasdaq

is a senior reporter covering technology, gaming, and more. He joined The Verge in 2019 after nearly two years at Techmeme. Posts from this author will be added to your daily email digest and your homepage feed. Nintendo of America is suing the US government over President Trump’s tariffs and is demanding a “prompt refund, with interest” of any duties that it has paid, according to a complaint filed in the US Court of International Trade, as reported previously by Aftermath. The Supreme Court ruled last month that Trump’s use of the International Emergency Economic Powers Act (IEEPA) to levy “reciprocal” tariffs was illegal, without specifying how any refunds might work. Nintendo announced launch details for the Switch 2, including a planned preorder date of April 9th, on the same day Trump announced plans to implement broad tariffs on imports from many countries last year. It pushed back Switch 2 preorders in the US to “assess the potential impact of tariffs,” before eventually launching as planned, but with hiked prices for several accessories. FedEx has also filed a lawsuit in the US Court of International trade, asking for a “full refund” of tariff payments. The company said that, if refunds are issued to the company, it will refund customers for Trump’s tariffs to “the shippers and consumers who originally bore those charges.”

IMI plc press release ( IMIAF ): FY Basic EPS of 132.3p. Revenue of £2,304M. More on IMI plc IMI plc (IMIUY) Q4 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating on IMI plc Historical earnings data for IMI plc Financial information for IMI plc

Lojas Renner S.A. press release ( LRENY ): Q4 GAAP EPS of R$0.56. Retail net revenue increased by 4.3% year-over-year with same store sales growth of 3.3% and a gross margin of 56.5%. Apparel net revenue increased 5.1%, with SSS growth of 4.0%, and apparel gross margin of 57.9% (+0.8 p.p.) Operating expenses increased 2.0%, resulting in a dilution of 0.7 p.p. as a percentage of net revenue from retail operations. Total Adjusted EBITDA reached R$ 1,116 million (+9%), with a margin expansion of 0.9 p.p. Net income totaled a record R$ 553 million (+13%). More on Lojas Renner S.A. Lojas Renner S.A. (LRENY) Analyst/Investor Day Transcript Lojas Renner S.A. (LRENY) Analyst/Investor Day - Slideshow Seeking Alpha’s Quant Rating on Lojas Renner S.A. Historical earnings data for Lojas Renner S.A. Financial information for Lojas Renner S.A.

In trading on Friday, shares of Seacoast Banking Corp. of Florida (Symbol: SBCF) crossed below their 200 day moving average of $25.98, changing hands as low as $25.23 per share. Seacoast Banking Corp. of Florida shares are currently trading off about 4.4% on the day. The chart below shows the one year performance of SBCF shares, versus its 200 day moving average: Looking at the chart above, SBCF's low point in its 52 week range is $21.90 per share, with $31.68 as the 52 week high point — that compares with a last trade of $25.40. Click here to find out which 9 other dividend stocks recently crossed below their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

In trading on Tuesday, shares of AAON, Inc. (Symbol: AAON) crossed below their 200 day moving average of $69.03, changing hands as low as $68.75 per share. AAON, Inc. shares are currently trading down about 3.7% on the day. The chart below shows the one year performance of AAON shares, versus its 200 day moving average: Looking at the chart above, AAON's low point in its 52 week range is $59.22 per share, with $83.79 as the 52 week high point — that compares with a last trade of $68.80. Click here to find out which 9 other stocks recently crossed below their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

In trading on Friday, shares of Zions Bancorporation, N.A. (Symbol: ZION) crossed below their 200 day moving average of $55.28, changing hands as low as $54.20 per share. Zions Bancorporation, N.A. shares are currently trading down about 3.2% on the day. The chart below shows the one year performance of ZION shares, versus its 200 day moving average: Looking at the chart above, ZION's low point in its 52 week range is $39.32 per share, with $66.175 as the 52 week high point — that compares with a last trade of $55.74. Click here to find out which 9 other dividend stocks recently crossed below their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

OPC.V 認購資訊 | 股份的投資資訊 Yahoo 財經

格隆汇3月7日｜美国总统特朗普将于十分钟后会见美国国防部长赫格塞斯。

格隆汇3月7日｜秘鲁总理：将动用“燃油储备”保障国内消费，以缓解能源危机的影响。

Numerous factors are affecting the stock market right now. However, many long-term opportunities remain. Some stocks benefit from current trends, whether they be rising spot gold prices or accelerating adoption of generative artificial intelligence (AI). There are also stocks benefiting from trends unaffected by the macroeconomic and geopolitical backdrop. While these stocks are not necessarily immune to near-term market volatility, buying them today could prove very profitable in the long run. Three stocks that come to mind are Brookfield Corporation (BN 3.13%), SSR Mining (SSRM 1.15%), and Teva Pharmaceuticals (TEVA 2.21%). Even if you only have $1,000 today to put toward a long-term portfolio, each stock is a great choice. Brookfield is an undervalued compounding machine Canada-based holding company Brookfield Corporation may seem complicated.In addition to its majority stake in its well-known Brookfield Asset Management (BAM 3.49%) subsidiary, Brookfield also holds interests in a variety of public and privately held investment vehicles managed by the asset management unit. Expand NYSE : BN Brookfield Corporation Today's Change ( -3.13 %) $ -1.33 Current Price $ 41.16 Key Data Points Market Cap $105B Day's Range $ 40.43 - $ 41.60 52wk Range $ 29.07 - $ 49.56 Volume 5.1M Avg Vol 5M Gross Margin 26.37 % Dividend Yield 0.56 % Brookfield has also vastly expanded its insurance operations, focusing on profiting from the long-term investment of its insurance assets, similar to Berkshire Hathaway's objective when it comes to owning insurance companies . For years, Brookfield's management has noted that the company trades at a discount to the underlying value of its holdings. This valuation discount persists and could continue to do so. Even so, as management also anticipates more than 20% earnings growth over the next five years, such growth could help close the valuation gap, resulting in strong price appreciation. SSR Mining could thrive in uncertain times As geopoliti...

It's been a strong year for the stock market and with the Federal Reserve beginning to cut rates as part of a normalization cycle, the good times are likely to continue. Tech stocks in particular have helped lead the way, as artificial intelligence (AI) is driving a lot of momentum in the market. Despite the market's strong run, there are still a number of attractively valued tech stocks that look like good investments. Let's look at three tech stocks to invest $1,000 in right now. 1. Nvidia The poster child of the AI infrastructure buildout, Nvidia (NASDAQ: NVDA), is the primary company that designs the graphics processing units (GPUs) that provide the computing power needed to train large language models (LLMs) and run AI inference. The chipmaker gained its dominant position in the market through its CUDA software platform, which long ago became the standard on which developers were trained to program GPUs, before AI was the next big thing. While demand for its GPUs has been insatiable, there is no sign that this demand is going to wane anytime soon. A plethora of large tech companies and AI start-ups continue to pour money into AI infrastructure, while LLMs need more and more compute power to be trained on as they become more sophisticated. This recently led Citigroup to predict that the big four cloud computing companies will increase their data center capital expenditures (capex) by 40% to 50% next year. A nice percentage of that undoubtedly will be directed toward Nvidia's GPUs. Despite the huge opportunity still in front of it, Nvidia's stock trades at a relatively attractive valuation given its growth. It currently trades at a forward price-to-earnings ratio (P/E) of about 33.5 based on next year's analyst estimates, and a price/earnings-to-growth ratio (PEG) of 0.93. A PEG under 1 is usually typically considered undervalued, and growth stocks will often have PEGs well above 1. 2. AppLovin AppLovin (NASDAQ: APP) is another attractively valued stock that has ...

ASP Isotopes Signs MOU With Major Nuclear Operator ASP Isotopes announced Thursday that its Quantum Leap Energy (QLE) subsidiary has entered “a non-binding Memorandum of Understanding (MOU) with a large publicly traded U.S. energy company that operates nuclear power stations ”. Under the agreement, the utility will evaluate options to provide support and potential financing for QLE’s planned U.S. facilities focused on High Assay Low Enriched Uranium (HALEU), LEU+, uranium conversion and deconversion services . Discussions could also lead to long-term enriched uranium supply contracts, according to the press release. QLE’s CEO described the move as an important validation of the need for reliable domestic fuel sources ahead of the 2028 Russian uranium import ban. We’ve been tracking ASPI’s growth closely. We spotlighted them as “The Next Nuclear Story Stock” last year after their Silicon-28 supply deal and U.S. radiopharmacy acquisition. November brought news of the QLE private placement backed by investors linked to Donald Trump Jr. and Eric Trump . December even covered the regulatory green light for the Renergen acquisition in South Africa. We’ve also detailed the looming HALEU crunch and the 2028 ban in recent fuel-chain reports. ASP Isotopes Jumps After Investment By Trump's Boys https://t.co/RJkYtG3MD1 — zerohedge (@zerohedge) November 7, 2025 QLE’s Texas footprint keeps expanding. The company established their global headquarters in Austin, advanced its joint-venture plans with Fermi America (co-founded by former Energy Secretary Rick Perry) for a HALEU research and production site at the 11 GW HyperGrid campus near Pantex, and continues working with TerraPower and South Africa’s NESCA . With a former Constellation Energy executive on the board (Ralph Hunter) and Vistra already scaling its Texas nuclear fleet for AI power demand, it's worth speculating that this partnership is in coordination with CEG or VST . We also just covered TerraPower receiving the firs...

OTP Bank press release ( OTPGF ): Q4 EPS diluted (HUF) (from profit after tax) was 1,162. Consolidated profit after tax was HUF297.3B. More on OTP Bank Nyrt. OTP Bank Nyrt. 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on OTP Bank Nyrt. Historical earnings data for OTP Bank Nyrt. Dividend scorecard for OTP Bank Nyrt. Financial information for OTP Bank Nyrt.

格隆汇3月7日｜美国军方：美国联邦航空局和美国国防部将于本周末对反无人机防御系统进行高能激光测试。

(GOOG) Stock Analysis and Trading Signals (GOOG:CA) Stock Traders Daily

美国银行 政策研究所（Bank Policy Institute）首席经济学家兼研究主管Bill Nelson周五在报告中写道，通过修订美国流动性框架，银行存放在美联储的准备金余额可从目前约3万亿美元的水平减少2万亿美元。 “银行对准备金余额的需求，以及美联储所需的最低资产负债表规模，都可以大幅下降。非常非常大幅地下降，”Nelson写道。 Nelson估计，若修改美国流动性监管框架，认可贴现窗口借款能力，并配合“全力以赴”消除相关污名化现象，准备金需求可减少1万亿美元。 此外，若在回购利率与准备金余额利率（IORB）之间维持适度正利差，还可再减少1万亿美元的需求。 “3万亿美元看起来合理，因为自2022年以来准备金规模大致维持在这一水平，”Nelson写道，“但当美联储2018年底决定采用下限机制时，工作人员曾告诉鲍威尔主席只需1万亿美元，鲍威尔表示，如果超过1万亿美元，他会后悔这一决定”。 3月3日的两场讲话 —— 一场来自负责监管事务的美联储副主席米歇尔·鲍曼，另一场为财政部长斯科特·贝森特准备的发言 —— 均呼吁重新审视银行流动性监管要求，以及贴现窗口借款在银行流动性风险管理中的作用。 如果流动性监管要求承认贴现窗口借款能力，银行就无需持有如此高水平的准备金余额。若对准备金的需求下降，为使联邦基金利率等于联邦公开市场委员会（FOMC）目标所需的美联储均衡资产组合规模也将等额下降。 责任编辑：李桐

Middle East conflicts largely avoided energy facilities in the past. Not in this war toggle caption Maxar/Satellite image (c) 2026 Vantor via Getty New drone strikes hit a major oil refinery in Bahrain on Thursday. The missile strikes were fired by Iran, according to the Bahrain News Agency. Recent conflicts in the Middle East have either spared energy infrastructure or limited damage to a particular country. That isn't the case in the current war with Iran. In less than a week, strikes have hit energy infrastructure in at least six countries. Refineries in Bahrain, Kuwait, Qatar, Saudi Arabia and the United Arab Emirates have been hit, those countries have reported. Qatar's liquified natural gas export facility, Ras Laffan – the biggest in the world – has also been struck. While many countries have pointed the finger at Iran for the strikes on energy facilities, Iran has accused Israel of hitting a refinery in Saudi Arabia. " I do not think there's precedent for this kind of regionwide conflict with facilities coming under attack from all kinds of methods, over a wide era, and all types of facilities at basically the same time," says Robin Mills, chief executive of Qamar Energy, an energy advisory company based in Dubai. Sponsor Message Loading... About a fifth of global liquified natural gas, or LNG, comes from Qatar. LNG is natural gas that's cooled to about -260 Fahrenheit and then transported around the world on ships. It's used for electricity, heating, and making petrochemicals like plastics. State-owned QatarEnergy shut down production following the strikes on the Ras Laffan LNG facility. And, like most energy companies in the Persian Gulf, the company cannot move cargoes through the Strait of Hormuz. On Wednesday, QatarEnergy declared force majeure, a legal term relieving the company from contractual obligations. It's likely that buyers in Asia and Europe won't be getting that Qatari LNG for weeks if not longer, says Antoine Halff, chief analyst at Kayrros,...

David Copperfield has announced that he is performing his last show at MGM Grand in Las Vegas next month, an announcement that comes weeks after documents released in the Epstein files revealed new details about how the FBI viewed the illusionist’s relationship with Jeffrey Epstein, the late convicted sex offender. The announcement that the 69-year-old illusionist’s last show would be held on 30 April appears to have been made suddenly. In a statement praising and thanking Copperfield for his 25-year stint at MGM, the company said in a statement that it would automatically refund tickets for shows that were booked after that date. In a statement on social media, Copperfield said he would soon be announcing “what’s next”, saying it would be the largest project he had ever tackled. Copperfield has previously faced controversies, including a criminal investigation from 2007 to 2009 in which he was accused of raping a woman he had met in the audience of a show and invited to his private Bahamian island. Copperfield was never charged and said he was innocent of any wrongdoing. In a nationally broadcast cable show with Oprah Winfrey he said he was the victim in that case. It is not clear whether the cessation of Copperfield’s Las Vegas show is related to the Department of Justice’s release of millions of documents in the so-called Epstein files. But the documents contained emails by FBI agents and prosecutors who were involved in the 2007 investigation of Copperfield, and showed that they had been in contact with Miami counterparts while they were investigating Epstein. A 2007 FBI memo by agents in Seattle said further investigation of this “connection” was needed to “to determine if they [Copperfield and Epstein] both shared a predilection for minors” and “if they engaged in referring possible victims to each other”. Lawyers for Copperfield have not replied to previous questions about the files released in January. In 2024, Copperfield’s lawyers told the Guardian that he...

In trading on Friday, shares of Bank of America Corp's 5.375% Non-Cumulative Preferred Stock, Series KK (Symbol: BAC.PRM) were yielding above the 6% mark based on its quarterly dividend (annualized to $1.3438), with shares changing hands as low as $22.37 on the day. This compares to an average yield of 6.54% in the "Financial" preferred stock category, according to Preferred Stock Channel . As of last close, BAC.PRM was trading at a 9.72% discount to its liquidation preference amount, versus the average discount of 10.49% in the "Financial" category. Investors should keep in mind that the shares are not, meaning that in the event of a missed payment, the company does not have to pay the balance of missed dividends to preferred shareholders before resuming a common dividend. Below is a dividend history chart for BAC.PRM, showing historical dividend payments on Bank of America Corp's 5.375% Non-Cumulative Preferred Stock, Series KK : In Friday trading, Bank of America Corp's 5.375% Non-Cumulative Preferred Stock, Series KK (Symbol: BAC.PRM) is currently down about 0.6% on the day, while the common shares (Symbol: BAC) are down about 2.8%. Click here to find out the 50 highest yielding preferreds » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

In trading on Monday, shares of XPEL Inc (Symbol: XPEL) crossed below their 200 day moving average of $71.88, changing hands as low as $71.03 per share. XPEL Inc shares are currently trading off about 5.3% on the day. The chart below shows the one year performance of XPEL shares, versus its 200 day moving average: Looking at the chart above, XPEL's low point in its 52 week range is $27.25 per share, with $103.84 as the 52 week high point — that compares with a last trade of $71.03. Click here to find out which 9 other stocks recently crossed below their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

In trading on Friday, shares of Western Alliance Bancorporation's Reset Rate Non-Cumul Prfd Stock Ser A (Symbol: WAL.PRA) were yielding above the 4.5% mark based on its quarterly dividend (annualized to $1.0625), with shares changing hands as low as $23.05 on the day. This compares to an average yield of 6.54% in the "Financial" preferred stock category, according to Preferred Stock Channel . As of last close, WAL.PRA was trading at a 5.20% discount to its liquidation preference amount, versus the average discount of 10.49% in the "Financial" category. Investors should keep in mind that the shares are not, meaning that in the event of a missed payment, the company does not have to pay the balance of missed dividends to preferred shareholders before resuming a common dividend. The chart below shows the one year performance of WAL.PRA shares, versus WAL: Below is a dividend history chart for WAL.PRA, showing historical dividend payments on Western Alliance Bancorporation's Reset Rate Non-Cumul Prfd Stock Ser A: In Friday trading, Western Alliance Bancorporation's Reset Rate Non-Cumul Prfd Stock Ser A (Symbol: WAL.PRA) is currently down about 1.5% on the day, while the common shares (Symbol: WAL) are down about 8.8%. Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

格隆汇3月7日｜巴林民防委员会：为保护人民安全，禁止在街道和公共广场聚集。

Enterprises and startups that use Anthropic Claude through Microsoft’s products need not fear that the model will be ripped from their reach, Microsoft has confirmed to TechCrunch and other publications. Microsoft is the first big tech company to offer assurance that Anthropic’s models will remain available to its customers even though the Trump Administration’s Department of War — formally known as the Department of Defense — has escalated its feud with Anthropic. The Defense Department designated the American AI startup as a supply chain risk after the AI company refused to give it unrestricted access to its tech for applications the company said its AI could not safely support, such as mass surveillance and fully autonomous weapons. The supply-chain risk designation is typically reserved for foreign adversaries. For Anthropic, the designation means that the Pentagon can’t use the company’s products — and also requires any company or agency that works with the Pentagon to certify that they don’t use Anthropic’s models, either. Anthropic has vowed to fight the designation in court. Microsoft sells an array of products, from Office to its cloud, to many federal agencies including the Defense Department. A Microsoft spokesperson said that the company will continue making Anthropic’s models available within its own products and to Microsoft customers. “Our lawyers have studied the designation and have concluded that Anthropic products, including Claude, can remain available to our customers — other than the Department of War — through platforms such as M365, GitHub, and Microsoft’s AI Foundry, and that we can continue to work with Anthropic on non-defense related projects,” the spokesperson said in an email. CNBC first reported on the comment. This echoes what Anthropic CEO Dario Amodei said in his statement vowing to fight the designation. Techcrunch event Disrupt 2026: The tech ecosystem, all in one room Your next round. Your next hire. Your next breakout opportunit...

Thomas Barwick/DigitalVision via Getty Images By David W. Berson, Ph.D. A drop in nonfarm payrolls – survey volatility or real weakness? Nonfarm payrolls fell by 92,000 in February, compared with market expectations of a rise of around 50,000. Additionally, revisions to the prior two months totaled a drop of 69,000 (which brought December to a decline as well). The U-3 unemployment rate edged up to 4.4 percent, while the broader U-6 rate slipped to 7.9 percent. Household employment fell by 185,000 (always more volatile than the nonfarm payroll figures given the smaller sample size). All of this occurred before the run-up in energy prices brought about by the conflict with Iran. What should we make of this surprisingly weak employment report? Does it represent the start of a weakening labor market? Is it simply volatility in a survey where the standard error (the 90 percent confidence interval) is more than 200,000? Clearly one month’s worth of data makes the answer to these questions uncertain, and we will have to wait for next month’s report to have a better idea. Other data do not corroborate the drop in payrolls – ADP, ISM, and NFIB surveys all were relatively positive with respect to the jobs. And recall that because of demographic and immigration factors, the trend rate of monthly payroll gains is in the 50,000-70,000 range – much lower than the historical average. Will the Fed respond to this weak report by easing at the March FOMC meeting? Almost certainly not until there is less uncertainty about the underlying path of job growth. But if nonfarm payroll gains continue to be weak in the coming months, the odds of the Fed easing in April and/or June would rise. The Fed is likely to maintain its “watchful waiting” approach to monetary policy until the path of job creation is clearer. Complicating all of this is the spike in energy prices over the past week in response to the conflict in the Middle East. The sooner that conflict ends and energy prices retreat ag...

Enterprises and startups that use Anthropic Claude through Microsoft’s products need not fear that the model will be ripped from their reach, Microsoft has confirmed to TechCrunch and other publications. Microsoft is the first big tech company to offer assurance that Anthropic’s models will remain available to its customers even though the Trump Administration’s Department of War — formally known as the Department of Defense — has escalated its feud with Anthropic. The Defense Department designated the American AI startup as a supply chain risk after the AI company refused to give it unrestricted access to its tech for applications the company said its AI could not safely support, such as mass surveillance and fully autonomous weapons. The supply-chain risk designation is typically reserved for foreign adversaries. For Anthropic, the designation means that the Pentagon can’t use the company’s products — and also requires any company or agency that works with the Pentagon to certify that they don’t use Anthropic’s models, either. Anthropic has vowed to fight the designation in court. Microsoft sells an array of products, from Office to its cloud, to many federal agencies including the Defense Department. A Microsoft spokesperson said that the company will continue making Anthropic’s models available within its own products and to Microsoft customers. “Our lawyers have studied the designation and have concluded that Anthropic products, including Claude, can remain available to our customers — other than the Department of War — through platforms such as M365, GitHub, and Microsoft’s AI Foundry, and that we can continue to work with Anthropic on non-defense related projects,” the spokesperson said in an email. CNBC first reported on the comment. This echoes what Anthropic CEO Dario Amodei said in his statement vowing to fight the designation. “With respect to our customers, it plainly applies only to the use of Claude by customers as a direct part of contracts with the ...