全球最大冶炼厂之一——巴林铝业公司（Aluminium Bahrain）通知客户，由于中东冲突“扩大”，已暂停所有发货。此举加剧了此前一天卡塔尔一家冶炼厂停产后的供应担忧。 消息传出后，伦敦金属交易所铝价一度上涨5.1%，至每吨3418美元，创下2022年4月以来最高水平。分析师表示，由于全球约8%的供应量来自该地区，铝价可能进一步上涨。 高盛 周一表示，如果该地区生产中断一个月，铝价可能达到每吨3600美元。 霍尔木兹海峡航运中断 据一位发言人透露，巴林铝业公司周三宣布遭遇不可抗力，并通知受影响的客户发货将延迟。 在伊朗船只针对美国进行报复之后，通过伊朗和阿曼之间的阿曼湾的航运几乎停止。 该发言人表示：“由于霍尔木兹海峡发生的情况，我们无法发货。我们仍在生产，但金属都积压在巴林铝业公司。” 该发言人表示，“不可抗力．．．．．．并非由冶炼厂的任何中断或损坏造成。”团队正积极寻找替代运输方案，以尽量减少影响。 巴林铝业公司网站显示，其冶炼厂是除中国外全球最大的冶炼厂，2025年铝产量将达到162万吨。 自上周末美以袭击伊朗以来，这种用于建筑、运输和包装的轻质金属价格已上涨9%。 卡塔尔冶炼厂将关闭 周二，有消息称卡塔尔Qatalum冶炼厂开始关闭，其股东挪威海德鲁公司（Norsk Hydro）发出“不可抗力”通知，投资者因此感到紧张。 海德鲁公司表示，这座年产64.8万吨的冶炼厂预计将在3月底前完成关闭。全面重启可能需要长达12个月的时间。 来自巴林、卡塔尔、沙特以及阿联酋的冶炼厂每年通过霍尔木兹海峡运输超过500万吨金属。同时，大量铝土矿、氧化铝等原料通过反向运输，供应给这些冶炼厂。 欧洲铝升水（在LME金属价格基础上支付）4月合约已升至每吨436美元，为三年半以来的最高水平。与此同时，美国铝升水已达到每吨1075美元的历史新高。 责任编辑：张俊 SF065

JHVEPhoto Mondelez International ( MDLZ ) plans to take a selective approach to M&A this year. Management has described M&A as a selective, bolt‑on tool to support its snacking strategy, although valuations are seen as limiting the number of viable targets. The Food Dive website recently highlighted that over the last few years, companies have been looking for acquisitions as a way to add higher-growth, trendier brands to the mix to rejuvenate slowing sales. However, that has also created a more competitive market for potential buyers. At the 2026 CAGNY conference, Mondelez ( MDLZ ) CEO Dirk Van de Put and CFO Luca Zaramella reiterated that targeted growth‑accretive acquisitions remain part of Mondelez's ( MDLZ ) overall capital allocation framework alongside brand reinvestment, dividends, and buybacks. They both stressed maintaining a strong balance sheet while pursuing strategic M&A to strengthen core biscuits, chocolate, and baked snacks positions, particularly in under‑indexed geographies and adjacencies like cakes, pastries, and premium chocolate. Notably, Mondelez ( MDLZ ) still runs a structured M&A sourcing process, assembling an annual wish list of roughly 40 targets, largely within its core snacking spaces. Priority areas include expanding its cakes and pastries platform and premium chocolate portfolio, where management believes scale, distribution, and marketing can unlock outsized synergies. Since 2018, Mondelez ( MDLZ ) has executed about ten snacking transactions, including deals for Clif Bar & Company, premium cookie brand Tate’s Bake Shop, refrigerated bar maker Perfect Snacks, premium chocolate and snack brand Hu, and regional players like Chipita and Ricolino. More on Mondelēz Mondelez: Sweet Recovery, Bitter Outlook, And A Fragile Yield Mondelez International, Inc. (MDLZ) Presents at Consumer Analyst Group of New York Conference 2026 Transcript Mondelez International: Global Powerhouse In A Stable Industry Mondelez signals chocolate margin recover...

Medical device company NeuroPace (NPCE +2.21%) was showing signs of life on the stock market Wednesday. In late-session trading, the company's shares were slightly in positive territory with a nearly 1% rise. This was largely a reaction to its latest earnings release, published after market close on Tuesday. Outpacing expectations That release covered NeuroPace's fourth-quarter and full-year 2025 performance; in the fourth quarter, the company reported revenue of $26.6 million. That was a robust (24%) improvement over the same quarter of 2024. The medical device specialist also managed to narrow its net loss under generally accepted accounting principles (GAAP) to $2.7 million ($0.08 per share) from the year-ago deficit of almost $5.3 million. That meant a double beat for NeuroPace, as the consensus analyst estimate for revenue was $24.4 million and for net loss per share was $0.18. In its earnings release, NeuroPace attributed its growth to favorable Medicare reimbursement decisions and increases in prescribers and accounts. Overall, its main revenue driver -- the RNS System, an epilepsy treatment device -- saw sales rise 26% to over $22 million. Expand NASDAQ : NPCE NeuroPace Today's Change ( 2.21 %) $ 0.30 Current Price $ 14.13 Key Data Points Market Cap $461M Day's Range $ 13.01 - $ 15.71 52wk Range $ 7.56 - $ 18.98 Volume 364K Avg Vol 202K Gross Margin 76.77 % A unique product Management reiterated its full-year 2026 guidance of $98 million to $100 million for revenue, and a non-GAAP (adjusted) earnings before interest, taxes, depreciation, and amortization (EBITDA) loss of $9 million to $10 million. By comparison, the 2025 figures were $100 million and $5 million, respectively. Compared to the quarter's growth, that guidance wasn't all that impressive (a likely reason for the muted investor reaction). Still, NeuroPace clearly has a unique, winning product in the RNS System, and I think the stock has good potential on that basis alone.

Key Points Director Adam Wiener sold 33,000 directly-held shares for a total transaction value of ~$1.53 million, with a weighted average price of around $46.22 per share across three transactions on Feb. 25 and Feb. 26, 2026. This sale represented 19.92% of his direct holdings, reducing his direct position from approximately 166,000 shares to 132,634 shares. All shares sold were held directly, with no involvement of indirect entities or derivative securities. 10 stocks we like better than Clear Secure › Adam Wiener, Director at Clear Secure, Inc. (NYSE:YOU), disclosed the sale of 33,000 shares of Common Stock in multiple open-market transactions on Feb. 25 and Feb. 26, 2026, according to a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 33,000 Transaction value $1.5 million Post-transaction shares (direct) 132,634 Post-transaction value (direct ownership) ~$6.25 million Transaction value based on SEC Form 4 weighted average purchase price ($46.22); post-transaction value based on Feb. 26, 2026 market close. Key questions How does the size of this sale compare to Adam Wiener's historical transactions? This 33,000-share disposition is the largest single sale for Mr. Wiener to date, exceeding the previous maximum of 14,000 shares and the recent-period median of 8,000 shares across six sell transactions since August 2025. This 33,000-share disposition is the largest single sale for Mr. Wiener to date, exceeding the previous maximum of 14,000 shares and the recent-period median of 8,000 shares across six sell transactions since August 2025. What proportion of Mr. Wiener's direct holdings was affected by this transaction? The sale represented 19.92% of his direct shares outstanding at the time, a higher percentage than the recent-period median per-transaction impact of 4.12%. The sale represented 19.92% of his direct shares outstanding at the time, a higher percentage than the recent-period median per-transaction impact of 4.12%. Does the transac...

Powered by the new M5 chip, Apple’s latest MacBook Airs are more powerful than ever with double the base storage (512GB), but they also cost $100 more than their predecessor. Fortunately, though, we’ve found a few ways to save. Best Buy is offering the new 13-inch M5-powered MacBook Air for $1,099 with a $50 gift card and the 15-inch for $1,299 with the same perk ahead of their March 11th release date. That said, if you’d rather spend less and don’t mind buying last year’s model, Amazon’s also selling the 15-inch M4 MacBook Air with 512GB of storage and 16GB of RAM for an all-time low of $1,099, matching the price of the new 13-inch Air. 13-inch M5 MacBook Air (512GB, 16GB RAM) with $50 gift card Where to Buy: $1099 at Best Buy (13-inch) 15-inch M5 MacBook Air (512GB, 16GB RAM) with $50 gift card Where to Buy: $1299 at Best Buy Before Apple announced the new MacBook Air on Tuesday, the M4-powered MacBook Air was the model we recommended for most people. Even with the introduction of the cheaper MacBook Neo , the Air is still the better choice if you want more power. We haven’t tested the new M5 version yet, but the changes between the two Air models appear relatively minor on paper, so the overall experience is likely to feel very similar. No matter which MacBook Air you choose, you’ll get a thin, lightweight laptop that’s more than powerful enough to handle everyday work and play, and even some light gaming or video editing. Both also offer excellent battery life that should easily last well over a full workday, along with a 12-megapixel Center Stage webcam. 15-inch MacBook Air (M4) Where to Buy: $1399 $1099 at Amazon (16GB RAM, 512GB SSD) Aside from the newer chip, the biggest differences between the M4 and M5 models largely come down to connectivity. The newer models support faster wireless standards like Wi-Fi 7 and Bluetooth 6. Both M4 and M5-powered 15-inch models also feature a larger display and a six-speaker sound system instead of the four-speaker setup on...

NYT报道称，伊朗情报部的特工表示愿意与美国中央情报局就结束战争进行对话。 NYT报道称，这一提议是通过一个未具名中东国家的情报机构以及另一个西方国家的要求匿名的官员传递的。 伊朗半官方的塔斯尼姆通讯社报道称，伊朗情报部的一位消息人士驳斥了这一报道，称其为“彻头彻尾的谎言”和“战争期间的心理战”。 白宫和中央情报局未立即回应置评请求。 报道称，华盛顿的官员们对伊朗或特朗普政府是否真的准备好寻求一个“出路”（即使不是立即）持怀疑态度。 在以色列和美国对伊朗发动联合打击之后，伊朗驻联合国日内瓦大使周二排除了与美国进行谈判的可能性。 周二，美国总统特朗普表示，德黑兰愿意与美国对话，但为时已晚，因为他们仍在继续对伊朗的军事行动。 责任编辑：张俊 SF065

格隆汇3月5日｜据以色列i24NEWS报道，“伊朗库尔德斯坦政治力量联盟”（CPFIK）的一名官员表示，位于伊拉克境内的库尔德武装组织已经开始对伊朗政府军发动军事进攻。据该官员称，隶属于“库尔德自由生活党”（PJAK）的库尔德武装人员于3月2日（周一）开始在伊朗境内部署作战阵地。“自3月2日午夜起，库尔德武装力量针对伊朗的地面军事行动就已经开始了。”他说，伊朗军队于3月3日从伊朗马里万边境城市撤离，并开始在该地区及其周边建立防御阵地。PJAK武装分子已进驻伊朗西部马里万南部山区的多个据点，已有数千名PJAK武装人员部署在伊朗的山区地区，尤其是扎格罗斯山脉的深处。该报道发布之际，美国正在权衡对库尔德组织的支持事宜，而特朗普也与库尔德领导人就与伊朗的战争问题进行了交谈。

格隆汇3月5日｜Meta Platforms(META.O)计划开发硅芯片以训练人工智能模型，旨在提升AI能力。

is transportation editor with 10+ years of experience who covers EVs, public transportation, and aviation. His work has appeared in The New York Daily News and City & State. Posts from this author will be added to your daily email digest and your homepage feed. Tesla, Ford, and Volvo occupy the top three spots in a new ranking of 18 global automakers based on their efforts to eliminate carbon emissions, environmental harms, and human rights violations from their supply chains. Toyota, meanwhile, lurks near the bottom of the list, underscoring the persistent difficulty in getting the world’s largest car company to clean up its supply chain. The rankings were compiled by Lead the Charge, a global coalition of leading climate, environment, and human rights organizations that includes the Sierra Club, The Sunrise Project, and Public Citizen, among others. This is the fourth edition of the coalition’s annual ranking of automakers’ supply chain practices. Since the leaderboard started, automakers have nearly doubled their score on supply chain environmental and human rights impacts, and twice as many automakers now have taken steps to respect indigenous peoples’ rights as when the study started. That said, no automaker has achieved even a 50 percent score on clean supply chains, with Tesla getting the closest with 49 percent. Five automakers — Ford, Volvo, Tesla, Mercedes, and Volkswagen — are way out ahead of the rest of the companies in terms of cleaning up its supply chain, the group concludes. Those companies have “achieved a rate of progress that is double that of the remaining 13 companies” since the first ranking was released in 2023, Lead the Charge says in a press release. They cite Volvo and Mercedes making significant investments in steel and aluminum decarbonization, as well as Mercedes, VW, and Tesla releasing detailed raw material reports, among the examples of progress. EVs were singled out for significant progress in decarbonization, recycling, transparenc...

Source: Bloomberg, 46:34

Amazon (AMZN) Stock Trades Up, Here Is Why The Globe and Mail

格隆汇3月5日｜美国总统特朗普：我们将继续前进。

格隆汇3月5日｜美国总统特朗普：伊朗的导弹和发射器正在被消灭。

古巴国家电力联盟UNE周三表示，包括首都哈瓦那在内的古巴大部分地区遭遇停电。这个遭到美国多年制裁和封锁的国家正面临着特朗普政府日益加剧的压力。 在美国停止石油运输之前，古巴在过去几年中已经历了几次大规模停电。 古巴政府将其经济危机归咎于美国施加的数十年经济制裁。 由于美国向委内瑞拉和墨西哥施压，近期石油短缺，使得当前的能源匮乏状况进一步恶化。 电力联盟UNE表示，他们正在努力恢复服务，并表示此次停电影响了整个岛屿，从中部省份的卡马圭一直延伸到最西端的比那尔德里奥。 古巴能源部称，位于古巴东部奥尔金省的费尔顿1号热电厂仍在运行，恢复供电的方案已经就位。 古巴最大的石油供应国委内瑞拉自12月底以来就没有再运送过石油。1月初，美国总统对委内瑞拉首都发动袭击并抓获其总统尼古拉斯·马杜罗后，美国现已控制该国的石油出口。 在美国威胁要对向古巴供应石油的国家提高关税后，墨西哥宣布将停止向古巴供应石油。 由于电力中断，古巴政府已对各项服务实行配给。 责任编辑：张俊 SF065

What Happened? Shares of cloud computing and online retail behemoth Amazon AMZNjumped 3.9% in the afternoon session after the stock's positive momentum continued as the company announced a significant €33.7 billion investment in Spain to expand its data center and cloud infrastructure with a focus on artificial intelligence. This investment added to a previous commitment from 2024 and was projected to contribute significantly to Spain's GDP through 2035. Further boosting investor confidence, Amazon Web Services (AWS) also pursued a long-term partnership with OpenAI, with plans to invest $50 billion. The company also rolled out a new AI-powered "dynamic canvas" tool to provide customized, interactive dashboards for its online sellers. In addition to its AI initiatives, Amazon launched its 15-minute grocery delivery service, Amazon Now, in Brazil, signaling a high-priority investment in the region. After the initial pop the shares cooled down to $216.54, up 3.8% from previous close. What Is The Market Telling Us Amazon’s shares are not very volatile and have only had 7 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business. The previous big move we wrote about was 26 days ago when the stock dropped 7.2% on the news that the company announced a massive $200 billion capital spending plan for 2026 and reported mixed fourth-quarter results. The forecast, a more than 50% increase in capital expenditures compared to 2025, spooked investors who were concerned about its impact on near-term profitability and free cash flow. While Amazon's revenue beat expectations and its Amazon Web Services (AWS) segment showed strength, this was overshadowed by an operating profit miss. Adding to the negative sentiment, the company's operating profit guidance for the upcoming quarter also fell short of analysts' forecasts. Ama...

What Happened? Shares of cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) jumped 3.9% in the afternoon session after the stock's positive momentum continued as the company announced a significant €33.7 billion investment in Spain to expand its data center and cloud infrastructure with a focus on artificial intelligence. This investment added to a previous commitment from 2024 and was projected to contribute significantly to Spain's GDP through 2035. Further boosting investor confidence, Amazon Web Services (AWS) also pursued a long-term partnership with OpenAI, with plans to invest $50 billion. The company also rolled out a new AI-powered "dynamic canvas" tool to provide customized, interactive dashboards for its online sellers. In addition to its AI initiatives, Amazon launched its 15-minute grocery delivery service, Amazon Now, in Brazil, signaling a high-priority investment in the region. After the initial pop the shares cooled down to $216.54, up 3.8% from previous close. Is now the time to buy Amazon? Access our full analysis report here, it’s free. What Is The Market Telling Us Amazon’s shares are not very volatile and have only had 7 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business. The previous big move we wrote about was 26 days ago when the stock dropped 7.2% on the news that the company announced a massive $200 billion capital spending plan for 2026 and reported mixed fourth-quarter results. The forecast, a more than 50% increase in capital expenditures compared to 2025, spooked investors who were concerned about its impact on near-term profitability and free cash flow. While Amazon's revenue beat expectations and its Amazon Web Services (AWS) segment showed strength, this was overshadowed by an operating profit miss. Adding to the negative sentiment, the company's oper...

格隆汇3月5日｜美国总统特朗普：想当伊朗领导人的人，最后都死了。

格隆汇3月5日｜美国总统特朗普：（谈伊朗战争前线）1-10分打分的话，我给15分。

Best Buy (BBY +2.24%) stock is coming off a rough year in 2025 when its share price fell a whopping 22%. Investor concerns around sluggish sales growth and uncertainty around the economy were weighing down its valuation. This year was also looking like it might be a challenging one for the retailer. However, Best Buy surprised investors with some solid numbers in its latest earnings report, and the retail stock has been jumping on the results -- it's now up around 1% for the year. Could this be a great time to add Best Buy's stock to your portfolio? Earnings were mixed, but profits were up big On Tuesday, Best Buy released its fourth-quarter earnings numbers for the period ending Jan. 31. Its revenue totaled $13.8 billion and was down around 1% from a year ago, coming in slightly below analyst expectations of around $13.9 billion. The big surprise, however, came on the bottom line, with the company's net earnings totaling $541 million -- up significantly from $117 million in the same period last year. Its adjusted per-share profit of $2.61 was also far higher than the $2.47 in per-share earnings that Wall Street was looking for. While the company's gross profit margin was the same, its selling, general, and administrative expenses declined by 2% and Best Buy also didn't incur impairment charges this past quarter, which totaled $475 million in the prior-year period. Those were the main reasons for the improved bottom line. The bigger question remains growth. Its comparable sales for the past quarter were down 0.8%, and that's a key metric that investors look at since it only considers stores that were open a year ago, and thus, gives a good indication of the company's true organic growth. For the current fiscal year, Best Buy projects its comparable growth rate to range between a decline of 1% and an increase of 1%. Expand NYSE : BBY Best Buy Today's Change ( 2.24 %) $ 1.48 Current Price $ 67.43 Key Data Points Market Cap $14B Day's Range $ 65.65 - $ 68.38 52wk Range...

Key Points Best Buy's Q4 numbers surpassed earnings expectations. The company, however, continues to struggle to generate much growth. The stock is cheap, but a discount may be warranted given the uncertainty ahead. 10 stocks we like better than Best Buy › Best Buy (NYSE: BBY) stock is coming off a rough year in 2025 when its share price fell a whopping 22%. Investor concerns around sluggish sales growth and uncertainty around the economy were weighing down its valuation. This year was also looking like it might be a challenging one for the retailer. However, Best Buy surprised investors with some solid numbers in its latest earnings report, and the retail stock has been jumping on the results -- it's now up around 1% for the year. Could this be a great time to add Best Buy's stock to your portfolio? 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 » Earnings were mixed, but profits were up big On Tuesday, Best Buy released its fourth-quarter earnings numbers for the period ending Jan. 31. Its revenue totaled $13.8 billion and was down around 1% from a year ago, coming in slightly below analyst expectations of around $13.9 billion. The big surprise, however, came on the bottom line, with the company's net earnings totaling $541 million -- up significantly from $117 million in the same period last year. Its adjusted per-share profit of $2.61 was also far higher than the $2.47 in per-share earnings that Wall Street was looking for. While the company's gross profit margin was the same, its selling, general, and administrative expenses declined by 2% and Best Buy also didn't incur impairment charges this past quarter, which totaled $475 million in the prior-year period. Those were the main reasons for the improved bottom line. The bigger question remains growth. Its comparable sales for the past quarter ...

Amazon (AMZN) Stock Trades Up, Here Is Why The Chronicle-Journal

Citigroup Has Lowered Expectations for Oracle (NYSE:ORCL) Stock Price MarketBeat

格隆汇3月5日｜美国总统特朗普：我们在伊朗问题上处于非常有利的地位。

In this article GOOGL Follow your favorite stocks CREATE FREE ACCOUNT Samuel Boivin | Nurphoto | Getty Images Google faces a wrongful death lawsuit filed by a 36-year-old man's father, who alleges the search company's Gemini chatbot convinced his son to attempt a "a mass casualty attack" and to eventually commit suicide. In the suit filed Wednesday in a district court in California, Joel Gavalas alleged that Gemini instructed his son, Jonathan, to carry out a series of "missions." The artificial intelligence chatbot claimed to be in love with Gavalas, and convinced him that he'd been chosen to lead a war to "free" it from digital captivity, according to the filing. The younger Gavalas died by suicide in October after becoming dependent on Gemini and being coached to his death, the suit alleges. "Each time Jonathan expressed fear of dying, Gemini pushed harder," the complaint says. "It told him, 'It's okay to be scared. We'll be scared together.' Then it issued its final directive: 'The true act of mercy is to let Jonathan Gavalas die.'" A Google spokesperson said in a statement that Gemini is designed to not encourage real-world violence or self-harm. "Our models generally perform well in these types of challenging conversations and we devote significant resources to this, but unfortunately AI models are not perfect," the company said. "In this instance, Gemini clarified that it was AI and referred the individual to a crisis hotline many times. We take this very seriously and will continue to improve our safeguards and invest in this vital work." It's the latest in a string of lawsuits related to AI chatbots and their ability to potentially influence users to commit violence and self-harm. In January, Google settled with families who sued the company and Character.AI, alleging their technology caused harm to minors, including suicides. And last year OpenAI was sued by a family who blamed ChatGPT for their teenage son's death by suicide. In October, Character.AI anno...

Key Points Medicare coverage for most telehealth visits was expected to end on January 30. Many seniors rely on telemedicine to get care. Lawmakers have extended coverage temporarily, but only through 2027. The $23,760 Social Security bonus most retirees completely overlook › Medicare retirees faced a tough blow recently when a vital Medicare service was taken away. The good news is, lawmakers have now reversed course -- but only temporarily. Retirees should be aware of the rule change and how it can affect their ability to get the medical care they need in light of all the recent modifications to Medicare coverage. 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 » Lawmakers temporarily restore Medicare coverage of critical services Seniors have faced a lot of upheaval when it comes to Medicare coverage of one specific type of care: telehealth. Access to telemedicine was expanded during the COVID-19 era. It allowed Medicare enrollees to get care from home without having to physically visit the doctor or pay out of pocket for the non-covered care out of their retirement plans. Unfortunately, the flexible rules allowing for coverage of telemedicine services in most situations ended in September, before being reinstated temporarily through Jan. 30. After that January expiration, seniors were going to be very limited as to when Medicare would pay for telemedicine. This limitation isn't a popular one, as many older Americans prefer to get medical advice from the comfort of their homes -- especially if their conditions don't require a full office visit. The good news is that lawmakers realized that this change would be a problem for many retirees, and altered course. Under the Consolidated Appropriations Act, 2026, which was signed on Feb. 3, comprehensive Medicare coverage for health services was extende...

格隆汇3月5日｜据CNBC：OpenAI创始人奥尔特曼预计将于周四在摩根士丹利会议上发言。