格隆汇3月4日｜迪拜媒体办公室：由于无人机袭击，迪拜的美国领事馆附近发生小规模火灾，已得到控制，暂无人员伤亡报告。

格隆汇3月4日｜消息人士：随着地区冲突不断升级，叙利亚已向与黎巴嫩接壤的边境地区增派数千名士兵。

Key Points ThredUp beat timeline estimates, but investors seemed unimpressed with its continuing losses. Growth is expected to slow next year. The post-Liberation Day boom in the stock has nearly fully retraced. 10 stocks we like better than ThredUp › Shares of ThredUp (NASDAQ: TDUP) were falling today after a seemingly solid fourth-quarter earnings report wasn't enough to stem the recent sell-off in the stock. The company is still operating at a net loss on a generally accepted accounting principles (GAAP) basis, and expects top-line growth to slow in 2026 with flat margins. 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 » As a result, the stock was down 19.1% as of 1:53 p.m. ET. Why ThredUp's results weren't enough ThredUp emerged as a big winner following the announcement of the "Liberation Day" tariffs last April, as investors saw the resale market as protected from import taxes. At one point last year, the stock was up more than 1,000% from its 2024 bottom, but since its peak last August, the stock has fallen sharply, now down by roughly 70% as it hasn't lived up to expectations, and that seemed to be the case this time as well. Revenue in the fourth quarter was up 18% to $79.7 million, which was well ahead of estimates at $77.2 million. Active buyers jumped 30% to 1.65 million, a new record. However, profit-based figures were less impressive. Gross margin fell from 80.4% to 79.6%, and its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) fell from $5 million to $2.9 million. On a GAAP per share basis, it reported a loss of $0.04, which matched the consensus. CEO James Reinhart said, "For the full year 2025, our performance was a testament to the scalability of our infrastructure and the fundamental strength of our marketplace model." What's next for ThredUp In ...

格隆汇3月4日｜备忘录显示，Meta公司成立“应用人工智能工程”部门，以支持人工智能模型开发团队。

格隆汇3月4日｜备忘录称，新成立的应用人工智能工程团队将由Reality Labs部门的萨巴领导。

格隆汇3月4日｜美国总统特朗普在社媒发文称：立即生效，我已指示美国发展金融公司（DFC）以非常合理的价格为所有通过海湾地区的海上贸易（特别是能源）提供政治风险保险和财务安全保障。这将向所有航运公司开放。如有必要，美国海军将尽快开始护送油轮通过霍尔木兹海峡。无论如何，美国将确保能源自由流动到世界各地。更多行动即将到来。受此消息面影响，布伦特原油与WTI原油短线大跌超2.5美元。

US Launched Kamikaze Drones Against Iran, Reflecting Lessons Learned From Ukraine In the first 72 hours of Operation Epic Fury , U.S. forces conducted more than 1,700 strikes across Iran on high-value IRGC military assets and leadership. These strikes relied heavily on air-delivered munitions, including bombs, air-launched rockets, and missiles deployed from stealth fighter jets, stealth bombers, fourth-generation fighter jets and bombers, as well as guided-missile destroyers. Notably, U.S. Central Command indicated the operation also marked the first combat use by the U.S. military of one-way kamikaze drones, a newly added capability likely shaped by lessons drawn from four years of high-intensity warfare in Eastern Europe. Another picture of a Starlink mounted on a Low-Cost Unmanned Combat Attack System (LUCAS) drone https://t.co/SDVp4gZjCK pic.twitter.com/LyxwcL5fso — Robin (@xdNiBoR) December 4, 2025 "For the first time in history, it is using one-way attack drones in combat during Operation Epic Fury. These low-cost drones, modeled after Iran's Shahed drones, are now delivering American-made retribution," U.S. CENTCOM wrote on X. CENTCOM's Task Force Scorpion Strike - for the first time in history - is using one-way attack drones in combat during Operation Epic Fury. These low-cost drones, modeled after Iran's Shahed drones, are now delivering American-made retribution. 🇺🇸 pic.twitter.com/VYdjiECKDT — U.S. Central Command (@CENTCOM) February 28, 2026 OISNT account on X OSINTdefender published footage of what appears to be one of the Low-Cost Unmanned Combat Attack System (LUCAS) US drones used in the operation that crash landed. OSINTdefender noted, "Locals in Iraq appear to have recovered a crashed and almost entirely intact Low-Cost Unmanned Combat Attack System (LUCAS), an American copy of the Iranian Shahed-136 Attack Drone, which is confirmed to have been used recently by Task Force Scorpion Strike during U.S. attacks on Iran as part of Operation Epic Fury...

Czechoslovak Group CFO Zdenek Jurak tells Bloomberg's Lisa Abramowicz that innovations born on the battlefield in Ukraine are reshaping modern warfare. He discusses AI’s growing role in weapons systems and what escalating tensions in Iran mean for the global defense industry. They spoke on the sidelines of the JPMorgan Leveraged Finance Conference in Miami Beach, FL. (Source: Bloomberg)

Bitcoin edged lower, surrendering a short-lived rally past $70,000, as a broader selloff in risk assets deepened amid mounting fears that the Iran war will continue to escalate. Dan Morehead, founder & managing partner at Pantera Capital, joins Isabelle Lee and Tim Stenovec on "Bloomberg Crypto" to discuss volatility in digital assets and Pantera's investments. (Source: Bloomberg)

sharply_done/E+ via Getty Images ConocoPhillips ( COP ), Diamondback Energy ( FANG ) and EQT ( EQT ) are among the favorite oil and gas stocks highlighted by Goldman Sachs in a report Tuesday following the U.S.-Israel strikes in Iran and resulting supply disruptions at the Strait of Hormuz. Goldman analysts led by Neil Mehta continue to recommend ConocoPhillips ( COP ), estimating ~$9B in free cash fl ow growth from 2025-30 supported by four major projects and $1B in cost reductions and margin enhancements, which would translate to a 24% free cash fl ow per share compound annual growth rate during the period. Mehta and his team believe Conoco ( COP ) o ff ers an attractive free cash fl ow growth prof i le, enabling strong capital returns via share repurchases and a competitive base dividend growth rate, and see further upside to estimates if major projects, particularly Willow, coincide with a longer-dated oil upcycle as non-OPEC supply growth slows and solid demand growth continues. Goldman also likes Diamondback ( FANG ) as a Buy-rated oil E&P with a "positive, idiosyncratic risk/reward skew" given the company’s pure-play Permian Basin exposure, focus on returning capital to shareholders and continued execution strength. Mehta and his team view Diamondback ( FANG ) as well positioned to protect against downside risk to commodity prices while preserving upside exposure to positive changes in the commodity given its low cost of operations. Among natural gas E&P coverage, the bank continues to recommend EQT ( EQT ), noting the company's integrated, pure-play Appalachian asset base supports its lower cost structure and optimized productivity relative to peers as demonstrated by its $2.00/MMBtu long-term breakeven and strong uptime during the recent Winter Storm Fern. Given the company's flexible operations, EQT ( EQT ) generated ~$1B in FCF in the month of February given optimizations around the storm, and Goldman believes the company’s strong track record of operatio...

Faina Gurevich To lower expenses and offset the impact from declining subscriptions and increased competition in the wireless and home internet space, Verizon ( VZ ) reportedly considered trimming—or exiting altogether—its 10-year, billion-dollar sponsorship contract with the National Football League, sources familiar with the matter told The Wall Street Journal. The 2021 deal made Verizon ( VZ ) the official 5G network of the football league and deployed the company’s 5G capabilities to enhance broadcasts. But as the telecom company looks at options to lower costs, the contract was reportedly being reconsidered. “We’re looking at every expense and investment across the business, sponsorships included,” a Verizon spokesperson said to the publication, a sentiment echoed by CEO Daniel Schulman during the company’s most recent earnings call. “We have $5B of cost transformation in our plans for 2026….we’re carefully examining all areas of our cost structure to run leaner and be more agile,” Schulman said, noting that cuts could come from decommissioning legacy elements in the network and reductions in the company’s workforce, all of which will allow Verizon ( VZ ) to invest in the customer and return a “significant” amount of capital to shareholders. But while the company could save on operational costs—Verizon reportedly spends more than $250M each year on sponsorship deals—the penalty for ending its NFL contract and the legal hurdles to overcome made ending the contract prohibitively expensive. Verizon ( VZ ) shares are grinding higher on Tuesday, setting an all-time high of $51.09. More on Verizon Verizon Communications Inc. (VZ) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Verizon's Growth Inflection: Up 22% This Year. Here's What's Next Verizon Communications Inc. (VZ) Presents at Barclays Communications and Content Symposium 2026 Transcript T-Mobile hits back at Verizon with lawsuit over false 'better deal' ad promise Verizon e...

Key Points HG Vora sold 335,000 shares of Ryder System in the fourth quarter. The quarter-end position value decreased by $63.19 million, reflecting the full liquidation and price movement during the period. Post-trade, HG Vora holds zero shares of Ryder System. The position accounted for 8.6% of fund AUM in the prior quarter. 10 stocks we like better than Ryder System › On February 17, 2026, HG Vora Capital Management reported selling out its entire position in Ryder System (NYSE:R), exiting 335,000 shares worth $63.19 million. What happened According to an SEC filing dated February 17, 2026, HG Vora Capital Management reported selling out its entire holding in Ryder System (NYSE:R) during the prior quarter. The fund sold approximately 335,000 shares worth $63.19 million based on last-disclosed position values. What else to know HG Vora fully exited Ryder System, reducing the position from 8.6% of AUM in the previous quarter to zero. Post-filing top five holdings: NASDAQ: PENN: $92.19 million (34.8% of AUM) NASDAQ: DRVN: $77.81 million (29.4% of AUM) NYSE: FAF: $41.47 million (15.7% of AUM) NYSE: NVRI: $22.40 million (8.5% of AUM) NYSE: EQH: $19.06 million (7.2% of AUM) As of Tuesday, shares of Ryder System were priced at $213.93, up 35% over the past year and well outperforming the S&P 500, which is instead up about 16% in the same period. Company overview Metric Value Price (as of Tuesday) $213.93 Market Capitalization $8.5 billion Revenue (TTM) $12.67 billion Net Income (TTM) $500.00 million Company snapshot Ryder System provides full-service leasing, commercial vehicle rental, supply chain solutions, dedicated transportation, and fleet management services across global markets. The company generates revenue primarily through long-term leasing contracts, logistics management, maintenance services, and value-added supply chain offerings to business clients. It serves a diverse customer base, including manufacturers, retailers, and distributors seeking scalable tr...

WTI原油期货短线从74.74美元跳水至72.47美元，日内整体涨幅收窄至大约1.7%。特朗普称，将向通过海湾地区的贸易提供保障。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Key Points Unfortunately, said quarter covered the all-important holiday period, when people are in the mood to spend. Recent product rollouts and a price hike for the No. 1 membership tier haven't been popular moves. 10 stocks we like better than Peloton Interactive › February was an especially cold month for Peloton Interactive (NASDAQ: PTON) shareholders, as the value of their holdings decreased substantially. The month saw Peloton's shares lose more than 28% of their value, mainly due to a gloomy earnings report that left many market players feeling bearish. This was compounded by a top-level executive departure and a wave of negative analyst adjustments to the stock. An exhausting quarter Early in the month, Peloton took the wraps off its fiscal second quarter of 2026, which covered the always-crucial holiday period for consumer discretionary companies. That's why Peloton's double miss on pundit estimates was particularly stinging. 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 » For the quarter, total revenue fell by almost 3% year-over-year to $656.5 million. Much of this was due to declines in both the company's membership rolls and the number of paid, connected fitness subscriptions. The former declined by 6% to 5.8 million, while the latter slumped by 7% to under 2.7 million. In a more encouraging development, the company managed to narrow its net loss under generally accepted accounting principles (GAAP). This came in at $38.8 million, or $0.09 per share, against the year-ago period's $92 million shortfall. Yet neither headline metric met analyst expectations. The consensus pundit projection for the bottom line was a loss of $0.05 per share, while that for revenue was over $675 million. Peloton attempted to juice some growth during the quarter with the introduction of two major new produ...

It may have taken a day to fully sink in, or maybe it took a day for investors to find the news. It's clear, though, that they got the memo. Analysts have taken a more bearish stance on NuScale Power (SMR 4.02%) stock, and investors are selling shares in response. The general market downturn amid concerns about the U.S. military action in Iran is providing yet another catalyst for NuScale Power's stock slide. As of 2:30 p.m. ET, shares of the advanced nuclear reactor designer are down 3.8%, paring back an earlier decline of 10%. The week started with less optimistic expectations from not one, but two firms NuScale Power's stock started the week on an inauspicious note, with news of two price target cuts arriving before the opening bell. Citigroup cut its price target on NuScale Power stock to $11.50 from $18.50 while maintaining its sell rating. RBC Capital also tempered expectations, slashing its price target to $14 from $21. Expand NYSE : SMR NuScale Power Today's Change ( -4.02 %) $ -0.49 Current Price $ 11.69 Key Data Points Market Cap $3.7B Day's Range $ 11.62 - $ 12.23 52wk Range $ 11.08 - $ 57.42 Volume 1.1M Avg Vol 26M Gross Margin 33.84 % Based on NuScale Power's shares closing at $12.85 on Friday, the Citigroup price target implied a downside of 10.5%, while the RBC Capital price target implied an upside of 8.9%. In addition to the lower price targets, the conflict in Iran is affecting market sentiment toward NuScale Power. Oftentimes, when fear and uncertainty creep into the marketplace, investors shy away from growth stocks like NuScale Power and look to fortify their portfolios with more conservative stocks. Does the current sell-off represent a buying opportunity? While the two lower price targets may be disconcerting, investors should prioritize the company's fundamentals over analysts' opinions. For present NuScale Power shareholders, therefore, it's better to remain steadfastly focused on the company's progress toward commencing commercial operation...

JHVEPhoto Principal Financial Group ( PFG ) agreed to acquire DentaNet, a single-state dental network in Alabama, from Southland Benefit Solutions, the companies said on Tuesday. Furthermore, Principal ( PFG ) will get the renewal rights for a block of group insurance contracts through Canopy Insurance. Canopy Insurance and Southland Benefits Solutions are subsidiaries of Collateral Holdings. Financial terms of the agreement weren't disclosed. "Our specialty benefits business is a critical growth engine for Principal ( PFG )," said Kara Hoogensen, senior vice president of workplace benefits at Principal. " Expanding our dental network and group benefits presence in Alabama shows our commitment to continuing above-market growth in the small and midsized business market and growing our dental business." DentaNet is the largest dental network in Alabama, with ~1,500 dental providers. It will join Principal's other wholly owned dental networks, including Principal Preferred Provider Network, Diversified Dental Services, and First Dental Health. As of Dec. 31, 2025, Principal ( PFG ) served more than 60K employer dental plans, providing dental coverage to almost 2.8M plan participants. Principal Financial ( PFG ) stock slipped 2.1% in Tuesday afternoon trading amid a broader market decline. More on Principal Financial Group Principal Financial Group, Inc. (PFG) Presents at Bank of America Financial Services Conference 2026 Transcript Principal Financial Group, Inc. (PFG) Q4 2025 Earnings Call Transcript Principal Financial Group: Capital Returns Reflected In Valuation (Downgrade) Principal Financial Group targets 9%–12% EPS growth and $1.5B–$1.8B capital deployments in 2026 amid margin expansion and portfolio optimization

格隆汇3月4日｜美、布两油短线跳水近2美元，特朗普宣布保障原油海上运输的措施。

The fund’s success is due to a focus on the kind of companies investors have suddenly rediscovered after years of obsession with Silicon Valley.

格隆汇3月4日｜美国总统特朗普：如有必要，美国海军将尽快开始护送油轮通过霍尔木兹海峡。

格隆汇3月4日｜美国总统特朗普：已指示美国国际开发金融公司（DFC）以非常合理的价格提供政治风险保险和保证，确保所有海上贸易的金融安全，特别是通过海湾的能源贸易。

Keysight Expands 6G Push With Qualcomm Partnership Benzinga

With a flurry of second-half goals England began their Women’s World Cup qualifying campaign in a 6-1 victory against Ukraine. Alessia Russo, Georgia Stanway and Jess Park all scored twice. The European champions may feel they should have won by a greater margin: they were profligate in the first half, but eventually opened the floodgates as Park continued her bright Manchester United form. The match was played on neutral territory in Antalya, Turkey, because of the war in Ukraine, and there appeared to be no more than around 250 people in the stands, including around 100 England fans. Sarina Wiegman said on Monday that the Lionesses had received assurances from the UK government they were safe in Turkey but they were keeping in close contact with authorities, monitoring the developing war in the Middle East. England appeared focused, though, and moved the ball quickly to dominate the contest. With Ukraine sitting deep from the start, England were on top but wasteful from goalscoring positions. They enjoyed 80% of first-half possession and had 40 touches of the ball in their opponents’ penalty area before the break, but did not score until the second half. After Russo established a two-goal lead within six minutes of the restart, England defended a set-piece poorly and Ukraine scored from their first attack through Yana Kalinina, but Stanway restored the two-goal cushion from the penalty spot, then rifled into the top corner to make it 4-1. Stanway later provided a low pass for Park to make it 5-1, before Park curled in a classy finish that justified Wiegman’s decision to start her. View image in fullscreen England players react after Jess Park (No 7) had scored her side’s fifth goal. Photograph: Reuters The lively Russo had already had chances to collect a first-half hat-trick, first with a low shot well saved, before her free header looped over the crossbar and later another header was blocked, after Stanway had a driven effort saved and Laura Blindkilde Brown’s e...

Calvin Bailey keeps his Iraq medal, issued to members of the British armed forces who served as part of Operation Telic, safe in a drawer in his home. It features a clasp, given to personnel who were part of the very first wave of flights to leave British bases to invade Iraq in March 2003. So when the Labour MP for Leyton and Wanstead spoke at a meeting between Labour MPs and the prime minister on Monday evening, people listened. “I was exposed to and aware of all the things that were happening in the lead up to the invasion of Iraq, the groupthink, the sense of unstoppable momentum,” he said on Tuesday. “If you look at what is happening right now, it’s materially different to 2003, but I think I can speak with adequate weight and credibility.” As Keir Starmer wrestles with the domestic and global implications of offensive strikes by Israel and the US on Iran over the weekend, the shadow of the Iraq war lies heavily across Westminster. In the House of Commons on Monday, Starmer assured MPs that the government remembered the “mistakes of Iraq” and would always operate on a “lawful basis” and with a “viable thought-through plan” to the crisis erupting in the Middle East. It is a position consistent with the argument put forward by Starmer QC in the pages of the Guardian in 2003. “Flawed advice does not make the unlawful use of force lawful,” he wrote. He also noted: “Military commanders on the ground will not thank the government if any action they take is later judged to have been in breach of international law.” Bailey, a former wing commander with 24 years of service, recognises that there are many younger MPs who came of age in the era of the Iraq war, but he wants to send them a message: agonising over Tony Blair’s decision to support the US invasion two decades ago is, at this moment of extreme precarity, unhelpful. View image in fullscreen Calvin Bailey MP speaking in the House of Commons. Photograph: House of Commons “The real spectre of the Iraq war is not t...

Shares of AppFolio (APPF +3.73%), which makes software landlords and property managers use to run their businesses, are down 36% over the past six months as I write this, including an 18.5% decline after the company reported fourth-quarter earnings in January. Slowing revenue growth, from 28% in 2024 to a projected 16.5% this year, has weighed on the stock. Adding to the negativity has been the fact that investor sentiment has shifted away from software-as-a-service (SaaS) stocks broadly, with the iShares Expanded Tech-Software Sector ETF (IGV +1.94%) dropping more than 24% in early 2026 on fears that artificial intelligence (AI) tools will reduce demand for traditional software. However, AppFolio sales grew 20% last year, and free-cash-flow (FCF) margin widened to 24.8%. After its recent slide, the stock is as cheap as it's ever been on a price-to-sales and FCF basis. Expand NASDAQ : APPF AppFolio Today's Change ( 3.73 %) $ 6.73 Current Price $ 187.33 Key Data Points Market Cap $6.5B Day's Range $ 175.83 - $ 188.24 52wk Range $ 161.13 - $ 326.04 Volume 14K Avg Vol 355K Gross Margin 61.30 % Switching costs run deep Some of the strongest software businesses keep customers not by providing the best product on the market, but by being the hardest to replace. Microsoft is a prime example. 365 (formerly Office) is still widely used because companies have built their workflows, files, and decades of muscle memory on the software. By the time a competitor offered something better, switching meant retraining the entire workforce. AppFolio is building a similar advantage in the commercial real estate market. A property manager running a 500-unit portfolio has years of tenant records, accounting data, and maintenance history stored in AppFolio's platform. The company ended the year managing 9.4 million rental units across 22,000 users, up 8% and 6% from a year earlier. Full-year sales growth outpaced unit growth thanks to existing customers adding more services. Value-added s...

Key Points Revenue growth is outpacing customer growth as users adopt more paid services. The business is becoming more profitable, with free-cash-flow margin reaching nearly 25%. AppFolio is creating a new income stream by selling services directly to the residents on its platform. 10 stocks we like better than AppFolio › Shares of AppFolio (NASDAQ: APPF), which makes software landlords and property managers use to run their businesses, are down 36% over the past six months as I write this, including an 18.5% decline after the company reported fourth-quarter earnings in January. Slowing revenue growth, from 28% in 2024 to a projected 16.5% this year, has weighed on the stock. Adding to the negativity has been the fact that investor sentiment has shifted away from software-as-a-service (SaaS) stocks broadly, with the iShares Expanded Tech-Software Sector ETF (NYSEMKT: IGV) dropping more than 24% in early 2026 on fears that artificial intelligence (AI) tools will reduce demand for traditional software. 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 » However, AppFolio sales grew 20% last year, and free-cash-flow (FCF) margin widened to 24.8%. After its recent slide, the stock is as cheap as it's ever been on a price-to-sales and FCF basis. Switching costs run deep Some of the strongest software businesses keep customers not by providing the best product on the market, but by being the hardest to replace. Microsoft is a prime example. 365 (formerly Office) is still widely used because companies have built their workflows, files, and decades of muscle memory on the software. By the time a competitor offered something better, switching meant retraining the entire workforce. AppFolio is building a similar advantage in the commercial real estate market. A property manager running a 500-unit portfolio has...

格隆汇3月4日｜据华尔街日报：特朗普考虑支持民兵组织以推翻伊朗政权。

Assessing Microsoft (MSFT) Valuation After Strong Q2 AI And Cloud Momentum simplywall.st

Nvidia’s US$4b Optics Push And AI Uses Beyond Data Centers simplywall.st

Pet Valu Holdings press release ( PET:CA ): Q4 Non-GAAP EPS of $0.49. Revenue of $326.4M. More on Pet Valu Holdings Seeking Alpha’s Quant Rating on Pet Valu Holdings Historical earnings data for Pet Valu Holdings Dividend scorecard for Pet Valu Holdings Financial information for Pet Valu Holdings