Amphenol Corporation (NYSE:APH) ranks among the 12 Best Performing S&P 500 Stocks in the Last 10 Years. Evercore ISI Reaffirms Amphenol Corporation (APH) Outperform Rating Amid AI Data Center Demand Amphenol Corporation (NYSE:APH) ranks among the best performing S&P 500 stocks in the last 10 years. On February 26, Evercore ISI reaffirmed its Outperform rating and $165 price target for Amphenol Corporation (NYSE:APH), noting that concerns about a shift away from copper are exaggerated, as Nvidia's upcoming Rubin platforms will continue to use copper for connections. Amphenol's involvement in delivering these, in addition to AI-specific components, indicates that it will continue to outperform, with the possibility for further revenue growth from IT/Datacom. Additionally, Amphenol Corporation (NYSE:APH) recorded record revenues of $6.44 billion in the fourth quarter of 2025, a 49% increase from the previous year. Given strong demand from AI-focused data centers, the IT/Datacom category, which accounts for 38% of overall revenue, expanded organically by 110%. Notably, Amphenol's acquisition of CommScope's CCS division in January 2026 expanded its fiber-optic services and strengthened its high-speed copper services, positioning the company as a leading provider for AI clusters and large-scale data centers. Amphenol Corporation (NYSE:APH) is a leading manufacturer of electronic and fiber optic connectors, cables, and interconnect systems. Its products serve industries like automotive, aerospace, defense, and industrials. While we acknowledge the potential of APH as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Magic Formula Stocks for 2025 and 10 Best Retirement Stocks to Buy According to Hedge Fund...

SANTA CLARA, Calif., March 3, 2026 – Intel Corporation today announced that its board of directors has elected Dr. Craig H. Barratt as independent chair, effective following the company’s Annual Stockholders’ Meeting on May 13, 2026. Barratt will succeed Frank D. Yeary, who is retiring from the board and will not stand for reelection at the Annual Meeting. Yeary has served as a director since 2009 and as chair since 2023. “On behalf of the board and the entire company, I want to thank Frank for his commitment to Intel and his strong leadership as chair during one of the most consequential periods in Intel’s history,” said Lip-Bu Tan, CEO, Intel. “Frank led the effort to bring me in as the company’s CEO, encouraged disciplined board oversight, and reinforced strong board governance. With his and the board’s support, I have been empowered to take decisive actions to strengthen our financial foundation, advance our process roadmap and position the company for long-term competitiveness. His leadership helped guide Intel through a period of transformation and onto firmer footing for the next phase.” “Reinventing Intel is a disciplined, multi-year effort to restore execution excellence, strengthen the financial foundation and reestablish the innovation engine that has long defined this company. I’m grateful to have been part of the board’s work, particularly over the last 18 months, which has marked a critical step on that journey,” said Yeary. “Appointing Lip-Bu Tan as CEO has been and will be critical to our success. The board worked with Lip-Bu from the outset of his tenure - aligning on priorities, refocusing and clarifying Intel’s strategy, and reinforcing an engineering-centric and customer-focused culture grounded in performance and customer commitment,” Yeary continued. “With a stronger balance sheet, meaningful progress across our roadmap – including Intel 18A and 14A – and a clear path forward under Lip-Bu, this is the appropriate time for me to step down as cha...

Intel Board Chair Frank D. Yeary to Retire Following Annual Meeting; Dr. Craig H. Barratt Elected as Chair Intel Newsroom

格隆汇3月4日｜美国人工智能(AI)技术公司OpenAI周二宣布，推出ChatGPT最常用模型的更新版本GPT-5.3 Instant，新产品能提供更准确的答案，并改善对话流程。 OpenAI表示，更新版解决用户回馈的有关语气、问题相关性等弱点，减少不必要的拒答；同时，在回答前弱化「过度防御或说教式的铺垫」，亦有效平衡网上搜寻资讯与模型自身的知识及推理能力。与过往版本比较，改进版提供更具事实依据的回答，在广泛话题上减少幻觉现象。 GPT-5.3 Instant即日起开放给所有ChatGPT用户及API开发者。OpenAI也表示，GPT 5.4会比想像中更快到来。

Micron Technology, Inc. (NASDAQ:MU) ranks among the 12 Best Performing S&P 500 Stocks in the Last 10 Years. Micron Technology, Inc. (MU) Price Target Raised to on DRAM Strength and Memory Market Recovery Micron Technology, Inc. (NASDAQ:MU) ranks among the best performing S&P 500 stocks in the last 10 years. Morgan Stanley boosted its price target for Micron Technology, Inc. (NASDAQ:MU) to $450 from $350 on February 11, while keeping an Overweight rating on the company's shares. The firm highlighted continuous DRAM price rises and supply bottlenecks as major reasons for its more optimistic view. Morgan Stanley reported that DDR5 spot pricing has already grown by 30% year-to-date and is now 130% higher than January contract rates. The company pointed out that standard DRAM pricing might double again while remaining more than 10% below current spot prices, which keep rising. By this point, contract prices are 86% higher than they were in December. Morgan Stanley believes the widespread DRAM scarcity will continue, with supply growth in 2026 estimated to be inadequate in easing market pressure, likely forcing further price rises throughout the year. Micron Technology, Inc. (NASDAQ:MU) designs, develops, manufactures, and markets memory and storage products, including dynamic random-access memory (DRAM), flash memory (NAND), solid-state drives (SSDs), and High Bandwidth Memory (HBM) globally. While we acknowledge the potential of MU as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Magic Formula Stocks for 2025 and 10 Best Retirement Stocks to Buy According to Hedge Funds. Disclosure: None. Follow Insider Monkey on Google News.

Micron Technology, Inc. (MU) Price Target Raised to on DRAM Strength and Memory Market Recovery Yahoo Finance

Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks among the 12 Best Performing S&P 500 Stocks in the Last 10 Years. Advanced Micro Devices, Inc. (AMD) Partners With Meta for AI Infrastructure Expansion Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks among the best performing S&P 500 stocks in the last 10 years. On February 25, TD Cowen reaffirmed its Buy rating and $290 price target for Advanced Micro Devices, Inc. (NASDAQ:AMD). The firm highlighted AMD's recently announced multi-year partnership to sustain Meta's next-generation AI technology. With an initial deployment beginning in the second half of 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) will contribute six gigawatts of AI computer capacity, valued at over $100 billion. The company would also grant Meta up to 160 million performance-based warrants as part of the deal, enabling Meta to acquire shares at a discount. Moreover, RBC Capital retained its Sector Perform rating, emphasizing the agreement's possible long-term advantages. Mizuho, on the other hand, warned that the initial stock gains might not be maintained. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a global semiconductor company focused on high-performance computing, graphics, and visualization technologies. The company operates through its Data Center, Client and Gaming, and Embedded segments. While we acknowledge the potential of AMD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Magic Formula Stocks for 2025 and 10 Best Retirement Stocks to Buy According to Hedge Funds. Disclosure: None. Follow Insider Monkey on Google News.

Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks among the 12 Best Performing S&P 500 Stocks in the Last 10 Years. Advanced Micro Devices, Inc. (AMD) Partners With Meta for AI Infrastructure Expansion Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks among the best performing S&P 500 stocks in the last 10 years. On February 25, TD Cowen reaffirmed its Buy rating and $290 price target for Advanced Micro Devices, Inc. (NASDAQ:AMD). The firm highlighted AMD's recently announced multi-year partnership to sustain Meta's next-generation AI technology. With an initial deployment beginning in the second half of 2026, Advanced Micro Devices, Inc. (NASDAQ:AMD) will contribute six gigawatts of AI computer capacity, valued at over $100 billion. The company would also grant Meta up to 160 million performance-based warrants as part of the deal, enabling Meta to acquire shares at a discount. Moreover, RBC Capital retained its Sector Perform rating, emphasizing the agreement's possible long-term advantages. Mizuho, on the other hand, warned that the initial stock gains might not be maintained. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a global semiconductor company focused on high-performance computing, graphics, and visualization technologies. The company operates through its Data Center, Client and Gaming, and Embedded segments. While we acknowledge the potential of AMD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Magic Formula Stocks for 2025 and 10 Best Retirement Stocks to Buy According to Hedge Funds. Disclosure: None. Follow Insider Monkey on Google News.

Broadcom Inc. (NASDAQ:AVGO) ranks among the 12 Best Performing S&P 500 Stocks in the Last 10 Years. Broadcom Inc. (AVGO) Leads AI and Networking Expansion, Jefferies Reaffirms Buy Broadcom Inc. (NASDAQ:AVGO) ranks among the best performing S&P 500 stocks in the last 10 years. On February 5, Jefferies reaffirmed its Buy rating and $500 price target for Broadcom Inc. (NASDAQ:AVGO), highlighting the company's solid standing in the AI and networking areas. The firm cited Google's capital expenditure projections as evidence of a "significant vote of confidence" in increased AI spending, coupled with fundraising efforts from other firms such as OpenAI, xAI, and Oracle. Jefferies acknowledged concerns regarding Broadcom's custom on-package (COT) operation, claiming that Broadcom Inc. (NASDAQ:AVGO) is "well ahead" of market competitor MediaTek on v8 chips and is going to preserve this lead with v9 chips in terms of scheduling and performance. According to Jefferies' bottom-up forecast, Google will sell 6 million total units in calendar 2027, with Broadcom Inc. (NASDAQ:AVGO) receiving 85-90% of the revenue, and the firm adds that there is "room for that overall number to move up further." Broadcom Inc. (NASDAQ:AVGO) is a semiconductor and infrastructure software company. It designs and supplies products, including custom chips, networking solutions, and enterprise software used across industries such as cloud computing, telecommunications, and data centers. While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Magic Formula Stocks for 2025 and 10 Best Retirement Stocks to Buy According to Hedge Funds. Disclosure: None. Follow Insider Monkey on Google News.

Broadcom Inc. (NASDAQ:AVGO) ranks among the 12 Best Performing S&P 500 Stocks in the Last 10 Years. Broadcom Inc. (AVGO) Leads AI and Networking Expansion, Jefferies Reaffirms Buy Broadcom Inc. (NASDAQ:AVGO) ranks among the best performing S&P 500 stocks in the last 10 years. On February 5, Jefferies reaffirmed its Buy rating and $500 price target for Broadcom Inc. (NASDAQ:AVGO), highlighting the company's solid standing in the AI and networking areas. The firm cited Google's capital expenditure projections as evidence of a "significant vote of confidence" in increased AI spending, coupled with fundraising efforts from other firms such as OpenAI, xAI, and Oracle. Jefferies acknowledged concerns regarding Broadcom's custom on-package (COT) operation, claiming that Broadcom Inc. (NASDAQ:AVGO) is "well ahead" of market competitor MediaTek on v8 chips and is going to preserve this lead with v9 chips in terms of scheduling and performance. According to Jefferies' bottom-up forecast, Google will sell 6 million total units in calendar 2027, with Broadcom Inc. (NASDAQ:AVGO) receiving 85-90% of the revenue, and the firm adds that there is "room for that overall number to move up further." Broadcom Inc. (NASDAQ:AVGO) is a semiconductor and infrastructure software company. It designs and supplies products, including custom chips, networking solutions, and enterprise software used across industries such as cloud computing, telecommunications, and data centers. While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Magic Formula Stocks for 2025 and 10 Best Retirement Stocks to Buy According to Hedge Funds. Disclosure: None. Follow Insider Monkey on Google News.

Broadcom Inc. (NASDAQ:AVGO) ranks among the 12 Best Performing S&P 500 Stocks in the Last 10 Years. Broadcom Inc. (AVGO) Leads AI and Networking Expansion, Jefferies Reaffirms Buy Broadcom Inc. (NASDAQ:AVGO) ranks among the best performing S&P 500 stocks in the last 10 years. On February 5, Jefferies reaffirmed its Buy rating and $500 price target for Broadcom Inc. (NASDAQ:AVGO), highlighting the company's solid standing in the AI and networking areas. The firm cited Google's capital expenditure projections as evidence of a "significant vote of confidence" in increased AI spending, coupled with fundraising efforts from other firms such as OpenAI, xAI, and Oracle. Jefferies acknowledged concerns regarding Broadcom's custom on-package (COT) operation, claiming that Broadcom Inc. (NASDAQ:AVGO) is "well ahead" of market competitor MediaTek on v8 chips and is going to preserve this lead with v9 chips in terms of scheduling and performance. According to Jefferies' bottom-up forecast, Google will sell 6 million total units in calendar 2027, with Broadcom Inc. (NASDAQ:AVGO) receiving 85-90% of the revenue, and the firm adds that there is "room for that overall number to move up further." Broadcom Inc. (NASDAQ:AVGO) is a semiconductor and infrastructure software company. It designs and supplies products, including custom chips, networking solutions, and enterprise software used across industries such as cloud computing, telecommunications, and data centers. While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Magic Formula Stocks for 2025 and 10 Best Retirement Stocks to Buy According to Hedge Funds. Disclosure: None. Follow Insider Monkey on Google News.

NVIDIA Corporation (NASDAQ:NVDA) ranks among the 12 Best Performing S&P 500 Stocks in the Last 10 Years. UBS Maintains Buy Rating on NVIDIA Corporation (NVDA) as Backlog Extends Into 2027 NVIDIA Corporation (NASDAQ:NVDA) ranks among the best performing S&P 500 stocks in the last 10 years. On February 26, UBS maintained its Buy rating and $245 price target for NVIDIA Corporation (NASDAQ:NVDA), citing robust demand and revenue forecasts. The firm pointed out that the company's demand comments were perhaps the most optimistic it had encountered, with the backlog now running into the year 2027. NVIDIA Corporation (NASDAQ:NVDA) reported top-notch fourth-quarter fiscal 2026 earnings of $68 billion, exceeding average projections by about $2 billion. The company also reported adjusted earnings per share of $1.62, which surpassed forecasts by $0.08. After growing by more than 60% in the quarter before, NVIDIA's obligations to purchase inventory nearly doubled quarter-over-quarter. According to UBS, this leaves enough room for quarterly revenue to reach about $100 billion in the quarters ahead. The firm revised its earnings forecasts as well, increasing projected earnings per share for calendar 2027 and 2028 to about $12.70 and $14.80, respectively. ​NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor company. It designs and develops graphics processing units and related technologies used in gaming, data centers, artificial intelligence, and autonomous systems. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best Magic Formula Stocks for 2025 and 10 Best Retirement Stocks to Buy According to Hedge Funds. Disclosure: None. Follow Insider Monkey on Google News...

UBS Maintains Buy Rating on NVIDIA Corporation (NVDA) as Backlog Extends Into 2027 Yahoo Finance

00:00 Speaker A Apple announcing a new slate of laptops? What do we know? 00:03 Speaker A Oh, yeah. Uh, coming out with uh, basically just refreshing their laptop line uh today. They uh rolled out a new MacBook Air with the M5 chip. 00:15 Speaker A Uh, that's, you know, basically the the major upgrade there. They also get uh more storage. 00:21 Speaker A Starting price, yikes, that's going up from 9.99 to 10.99, so it's a $100 jump right there. 00:27 Speaker A Ditto on the new MacBook Pros. Uh, you are though getting this the the second layer of storage, the second kind of storage option that you would have gotten previously. 00:36 Speaker A So, you're effectively still paying the same price it would have cost you last year to upgrade to 256 GB of storage if that's what you wanted to do, but you no longer have that 128 gigabyte option. 00:49 Speaker A So, it's basically a price increase anyway you slice it. 00:53 Speaker A Um, that's the the Air. They also have the new MacBook Pros, the the 14-inch and 16-inch. Those also come now with the M5 Pro and Max chip. 01:02 Speaker A So, those are kind of the higher-end chips that they have to offer for, you know, professionals or people who are in, you know, really video or or uh data heavy kind of fields that want to be able to use 3D models, things along those lines. 01:12 Speaker A That's really where where that's going to play. Also, as I said, get a $100 boost as far as pricing, but does get that more storage at the bottom end. 01:21 Speaker A So, you're going to get, you know, 1 terabyte of storage for for those as well. You can get the M5, M5 Pro, or M5 Max chip uh as well for those. 01:28 Speaker A So, it's one of those things where, you know, they're they're refreshing this. Uh, we're we're seeing the the newer chip roll out. They also have new uh uh connectivity chips, so the Wi-Fi uh that's built in, the Bluetooth that's built in. 01:39 Speaker A Overall, nice upgrade. Um, if, you know, I'm still running a MacBo...

Council on Foreign Relations Senior Fellow Rebecca Patterson believes that the conflict in the Middle East will leave "no country unaffected" due to its impact on the oil industry, which she believes is the "most global commodity there is." She talks with Romaine Bostick on "The Close." (Source: Bloomberg)

Only five days earlier Rob Edwards had streamed down the touchline and pulled his calf, he said, celebrating Wolves’s second goal in a rare victory against rivals Aston Villa. This time he cut loose again deep into six minutes of second-half stoppage time, as André’s deflected strike floored Liverpool. Edwards booted a ball off a pitch-side cone and went to drink in the moment with the locals. Joe Gomez dragged his red Liverpool shirt over his face. Arne Slot was punch-drunk. Liverpool were beaten by the league’s bottom club. Wolves had stunned the visitors by taking the lead with 12 minutes of regular time to play, Rodrigo Gomes’s clinical finish capping a well-worked attack that Virgil van Dijk will not want to see again in a hurry. Liverpool were toiling but then, after another anonymous display, Mohamed Salah came to life with an equaliser. In the buildup to this match Slot spoke about wrestling with his football heart, acknowledging the spike in set-piece goals in the Premier League this season has left him a little cold, even if his side have been the biggest beneficiaries of late; Liverpool have scored a league-high nine goals from set plays this calendar year. The goals from open play had dried up, Slot said, and Liverpool needed to remedy their struggles if they are to make sure of a Champions League berth. Liverpool have been unconvincing of late, the 5-2 scoreline flattering them last time out against West Ham and before that they smuggled a late win at Nottingham Forest. The 47 first-half minutes against the league’s bottom club offered little encouragement that Liverpool are anywhere near rediscovering their best attacking form. There were more signs that Salah’s powers are waning and Liverpool generally laboured to the interval. The visitors mustered two shots on goal, Cody Gakpo firing straight at José Sá and Dominik Szoboszlai winding up and taking aim from 35 yards with a speculative effort. Jeremie Frimpong, who returned from a groin injury in plac...

逾千家A股公司发布2025年业绩快报 近七成营收增长 2026-03-04 06:25:35 来源： 同花顺7x24快讯 分享 文章提及标的 高端装备 -- 人工智能 -- 创新药 -- 半导体 -- 截至3月3日午间，A股已有1032家上市公司发布2025年度业绩快报。其中，714家公司实现营业收入同比增长，占比近七成；52家公司净利润同比增幅超100%；65家扭亏为盈。从行业结构来看，半导体（881121）、创新药（886015）、高端装备（885427）制造等战略性新兴产业表现亮眼。人工智能（885728）(AI)产业快速发展、海外市场持续拓展，成为这些行业业绩增长的两大核心驱动力。

Image source: The Motley Fool. Tuesday, March 3, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — A.J. Kazimi Vice President, Organizational Development — Todd Anthony Chief Financial Officer — John Hamm Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Annual Revenue -- $44.5 million, an increase of 18% driven by increased sales across the portfolio. -- $44.5 million, an increase of 18% driven by increased sales across the portfolio. Fourth-Quarter Revenue -- $13.7 million, up by 31% largely due to Vibativ, Sancuso, and Talicia sales. -- $13.7 million, up by 31% largely due to Vibativ, Sancuso, and Talicia sales. Full-Year Adjusted Earnings -- $1.7 million, a turnaround of more than $2 million as stated by management. -- $1.7 million, a turnaround of more than $2 million as stated by management. Full-Year Cash Flow from Operations -- $4.9 million, an improvement of $5.5 million from the previous year as described by management. -- $4.9 million, an improvement of $5.5 million from the previous year as described by management. Key Product Contributions -- Vibativ, Sancuso, and new Talicia brand led revenue gains, with initial Talicia sales commencing in Q4. -- Vibativ, Sancuso, and new Talicia brand led revenue gains, with initial Talicia sales commencing in Q4. Balance Sheet Strengthened -- Shareholder equity increased; line of credit balance reduced by over $10 million. -- Shareholder equity increased; line of credit balance reduced by over $10 million. Regulatory Approvals -- Vibativ approved in China and launched in Saudi Arabia; ibuprofen injection approved in Mexico. -- Vibativ approved in China and launched in Saudi Arabia; ibuprofen injection approved in Mexico. Strategic Partnerships -- Co-commercialization agreement for Talicia with RedHill Biopharma and formation of Talicia Holdings, Inc. -- Co-commercialization agreement for Talicia with RedHill Biopharma and formation of Talicia Holdings, Inc. Caldolor J-code -- C...

百亿级私募数量已达125家 2026-03-04 06:25:14 来源： 同花顺7x24快讯 分享 长钱”正积极布局权益资产。私募排排网最新数据显示，截至2026年3月3日，百亿级私募数量已达125家，较年初增加13家。记者采访多位私募市场人士获悉，开年以来私募发行市场持续活跃，股票多头策略和部分去年业绩亮眼的中性策略备受资金青睐，多家头部私募新发金额超过10亿元。(上证报)

特朗普采取措施预防对伊朗的战争引发能源危机，承诺将为通过霍尔木兹海峡的油轮及其它船只提供保险担保和海军护航。这位美国总统指示财政部长斯科特·贝森特“切断与西班牙的一切贸易”，此前西班牙拒绝让美国使用其军事基地轰炸伊朗。国务卿鲁比奥表示，一架无人机袭击了美国驻迪拜领事馆的停车场，目前所有美方人员均已确认安全。 为防能源危机特朗普双管齐下 美国要给航经波斯湾的船只护航和上保险 特朗普周二表示，美国开发金融公司将以“非常合理的价格”提供保险来帮助确保波斯湾的能源流动和其它商业贸易畅通。 此外他还表示，“如有必要，美国海军将开始护送油轮通过霍尔木兹海峡，会尽快的。” “无论如何，美国将确保能源自由流向世界，”他在社交媒体上发帖称。 西班牙不让美国使用空军基地炸伊朗 特朗普下令斩断两国贸易往来 “我跟斯科特说了切断跟西班牙的一切往来，”特朗普周二在白宫会见德国总理弗里德里希·默茨时说。 “除了优秀的人民之外，西班牙啥我们需要的东西都没有，”特朗普说，“他们有优秀的人民，但他们没有优秀的领导。” “我明天就可以停掉 —— 甚至最好是今天 —— 所有跟西班牙有关的一切，所有跟西班牙的商业往来，我有权喊停，禁运，做任何我想做的事情，”特朗普继续说，“而且我们可能会对西班牙这么做。” 鲁比奥：美国使馆和外交机构正遭受“恐怖政权”的直接攻击 美国国务卿马尔科·鲁比奥表示，一架无人机袭击了美国驻迪拜领事馆的停车场，目前所有美方人员均已确认安全。 鲁比奥在国会大厦对记者表示，美国使馆和外交机构正遭受“恐怖政权”的直接攻击。 美国正在为希望离开中东的美国公民安排飞机 国务院助理国务卿Dylan Johnson在X上表示，美国正在积极安排军用飞机和包机航班，供希望离开中东的美国公民使用。鲁比奥称约有1500名美国人请求帮助撤离中东地区。 美国商务部长卢特尼克计划就与爱泼斯坦的关系在众议院作证 美国众议院监督委员会主席表示，商务部长卢特尼克已同意就他与声名狼藉的金融家爱泼斯坦的关系接受问询。 卢特尼克在一份声明中表示，“我期待出席委员会的听证会。我没有做错任何事，我想澄清事实。” 美国国会拟本周就对伊动武表决 短期内料难以掣肘特朗普 本周国会预计将就一项旨在停止美国对伊军事行动的法案进行表决，投票结果料大致按党派划分。 该法案要想在参议院获得通过，还需要额外四名共和党参议员反对特朗普，这种情况不...

The dollar index (DXY00) rose by +0.61% on Tuesday and posted a 3.25-month high. The dollar extended Monday’s rally on Tuesday after oil prices soared to an 8.5-month high, boosting inflation expectations and reducing the chance of additional Fed rate cuts, a supportive factor for the dollar. Market expectations for Fed easing have fallen, with money markets now pricing 37 bp of Fed rate cuts this year, down from 60 bp last Friday. In addition, Tuesday’s stock slump has boosted liquidity demand for the dollar. NY Fed President John Williams said additional Fed interest rate cuts will be warranted if inflation slows further once most of the impact of tariffs has passed. Join 200K+ Subscribers: Kansas City Fed President Jeff Schmid said, “Inflation has been above the Fed’s objective for nearly five years now, so I don’t think we have room to be complacent.” Swaps markets are discounting the odds at 2% for a -25 bp rate cut at the next policy meeting on March 17-18. The dollar continues to see underlying weakness as the FOMC is expected to cut interest rates by about -37 bp in 2026, while the BOJ is expected to raise rates by another +25 bp in 2026, and the ECB is expected to leave rates unchanged in 2026. EUR/USD (^EURUSD) fell to a 3.25-month low on Tuesday and finished down by -0.56%. The dollar’s strength on Tuesday weighed on the euro. Also, Tuesday’s +24% surge in European natural gas prices to a 3-year high threatens to slow economic growth and spur inflation in the Eurozone, negative factors for the euro. Tuesday’s stronger-than-expected Eurozone Feb CPI report was hawkish for ECB policy and supportive of the euro. The Eurozone Feb CPI rose +1.9% y/y, stronger than expectations of +1.7% y/y. Feb core CPI rose +2.4% y/y, stronger than expectations of +2.2% y/y. Swaps are discounting a 0% chance of a -25 bp rate cut by the ECB at its next policy meeting on March 19. USD/JPY (^USDJPY) on Tuesday rose by +0.09%. The yen fell to a 5-week low against the dollar on Tu...

CrowdStrike Holdings (CRWD) came out with quarterly earnings of $1.12 per share, beating the Zacks Consensus Estimate of $1.1 per share. This compares to earnings of $1.03 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +1.63%. A quarter ago, it was expected that this cloud-based security company would post earnings of $0.94 per share when it actually produced earnings of $0.96, delivering a surprise of +2.13%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. CrowdStrike, which belongs to the Zacks Security industry, posted revenues of $1.31 billion for the quarter ended January 2026, surpassing the Zacks Consensus Estimate by 0.68%. This compares to year-ago revenues of $1.06 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. CrowdStrike shares have lost about 17.9% since the beginning of the year versus the S&P 500's gain of 0.5%. What's Next for CrowdStrike? While CrowdStrike has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate re...

QuickLogic (QUIK) came out with a quarterly loss of $0.17 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to earnings of $0.04 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -54.55%. A quarter ago, it was expected that this maker of chips for mobile and portable electronics manufacturers would post a loss of $0.21 per share when it actually produced a loss of $0.19, delivering a surprise of +9.52%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. QuickLogic, which belongs to the Zacks Electronics - Semiconductors industry, posted revenues of $3.73 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 6.66%. This compares to year-ago revenues of $5.7 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. QuickLogic shares have added about 34.3% since the beginning of the year versus the S&P 500's gain of 0.5%. What's Next for QuickLogic? While QuickLogic has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing t...

Stocks closed lower Tuesday as oil prices climbed on fears that fighting in the Middle East could drag on

Florida's Palantir plays key role in US-Israeli attacks on Iran The Palm Beach Post

Florida's Palantir plays key role in US-Israeli attacks on Iran Daytona Beach News-Journal

受伊朗局势影响，原油价格周二连续第二天上涨，但美国总统特朗普关于为油轮提供保险担保和海军护航的言论令油价在结算后时段回落。由于美元走强以及对降息的预期减弱，黄金价格盘中大幅下跌。伦敦市场铝价走高，伊朗冲突令中东地区铝生产受到影响。 原油：油价连涨两日 中东能源资产受战事冲击加深 油价连续第二日上涨，随着美国和以色列加大对伊朗的攻击，这场蔓延广泛的冲突对波斯湾能源资产的影响加深。 WTI收于每桶74.50美元上方，创下四年来最大两日涨幅；布伦特原油收于每桶81美元以上。 在美国总统唐纳德·特朗普承诺将为通过霍尔木兹海峡的油轮及其它船只提供保险担保和海军护航后，原油价格在结算后交易中回落。 特朗普的言论突然终结持续两天的急涨行情，此前市场担忧霍尔木兹海峡可能长期受阻。 特朗普周二早些时候在白宫对记者表示，油价“有点高”，但冲突结束后“价格会下跌”。 另据知情人士透露，随着储油空间即将耗尽，伊拉克开始关停其最大油田的石油生产。若霍尔木兹危机持续，该国据悉还准备削减约300万桶/日的石油产量。 沙特阿美正在探索将更多货物运往延布港的选项，该港口位于红海沿岸。但红海并非没有风险，伊朗支持的也门胡塞武装威胁将恢复对该水道船只的袭击。 这场冲突推动全球基准布伦特原油在短短两天内上涨11%，周二一度突破每桶85美元，为2024年7月以来首次。 在文件显示国际能源署准备协助稳定市场后，油价涨势有所缓和。 柴油价格周二大幅上涨。霍尔木兹海峡还是液化天然气运输的重要通道，卡塔尔在其全球最大液化天然气出口设施遭伊朗袭击后已暂停生产。 4月WTI原油上涨4.7%，收于每桶74.56美元； 5月布伦特原油期货上涨4.7%，结算价每桶81.40美元。 贵金属：黄金价格大幅下跌 金价周二盘中下跌超过6%，受到美元走强、货币宽松幅度缩小的前景以及中东冲突升级背景下股市下跌引发的投资者被迫卖出等因素拖累。 随着投资者下调对美联储降息幅度的预期，彭博美元指数本周上涨，美债收益率上升。能源价格飙升带来的通胀风险可能促使美联储以及全球其他央行维持利率稳定甚至加息。 市场目前体现出的美联储今年有超过一次25基点降息的可能性为80%，上周五时还充分消化了今年有两次降息。美元走强和债券收益率上升都对黄金价格不利。 法国 兴业银行 大宗商品策略师Michael Haigh表示，周二美国股市下跌迫使一些投资者平仓金属...

dszc This weekend's attacks on Iran have triggered a rally in oil prices (CO1:COM, CL1:COM), that much like the recent merger of Coterra ( CTRA ) and Devon Energy ( DVN ), is very underwhelming. Investors should take both of those as warnings that oil prices have very little sustainable upside. This coincides with flattening oil demand and an outlook that sees oil demand rolling over within a decade as China dramatically cuts oil dependence and other nations, in time, follow suit. As a result, I am advising members of Margin of Safety Investing to trim oil stocks into the current strength. For the rest, I am suggesting selling covered calls to capture premium income form the elevated volatility. My investment firm is following suit. Follow The Money Out Of U.S. Oil In May of 2024, I attended "the largest shale event" of the year at Hart Energy's SuperDug Oil & Gas conference . A few things jumped out at me in a "follow the money" sort of way that I have been paying attention to since. SuperDug Oil & Gas Conference (Hart Energy) A main takeaway from that conference was that private equity investors, whom are typically good with money, were not deploying much new capital to oil and gas. In fact, several were pivoting way from oil and gas towards electrical infrastructure - which today, seems very prescient. One of the biggest themes of the conference was the consolidation wave in the oil and gas space the past few years was winding down. Since then, we have indeed seen fewer deals. Oil & Gas M&A (Deloitte) At peak takeovers of O&G in 2023, we saw... Exxon ( XOM ) acquiring Pioneer Resources (PXD) for $64.5 billion. Chevron ( CVX ) acquiring Hess ( HES ) Occidental ( OXY ) acquiring private CrownRock for $26 billion. 2024 saw Diamondback ( FANG ) buy private Endeavor Energy Partners for $26 billion and Apache Corp ( APA ) buy Callon Petroleum for $4.5 billion. ConocoPhillips ( COP ) bid $22 billion for Marathon Oil ( MRO ). Several points were made regarding future M&A...

Nike (NKE 2.70%) has stabilized. Sales no longer decline quarter after quarter. Inventory looks more controlled than it did a year ago. Management has recalibrated its distribution strategy after leaning too aggressively into direct-to-consumer and straining parts of its wholesale network. The immediate pressure has eased. But stabilization does not restore a premium business model. In 2026, Nike must prove something more important than revenue growth -- that margins can recover, and that the recovery is sustainable. Revenue flattening was not the only issue At its peak, Nike consistently generated operating margin in the mid- to high teens. That margin structure allowed earnings per share (EPS) to grow at par with or faster than revenue, leading to enormous shareholder value creation. Higher EPS leads to a higher share price, while giving management more resources to reward shareholders via dividends and share buybacks. Then the leverage slipped. Inventory rose as demand forecasts proved too optimistic, and Nike had to lean more heavily on promotions to clear product in the last few years. The silver lining is that inventory levels have improved since then -- for instance, inventory fell by 3% despite a 1% increase in revenue in the latest quarter. And while revenue growth has slowed, the Nike brand has remained globally relevant, as evidenced by the resumption of positive growth lately. What did change, however, is pricing power. When a company relies more heavily on discounting to maintain volume, it can slowly erode its brand identity. This loss of brand loyalty, in turn, leads to even more discounting and margin compression. For perspective, Nike's gross margin fell by 3.1% to 41.4% in the same period. That dynamic reshaped the investment case. The debate in 2026 is not whether Nike can grow sales modestly. It's whether it can restore the margin structure to where it was, just a few years ago. Expand NYSE : NKE Nike Today's Change ( -2.70 %) $ -1.65 Current Pri...

Source: Bloomberg, 4:59