格隆汇2月28日｜周五（2月27日）纽约尾盘（周六北京时间05:59），离岸人民币（CNH）兑美元报6.8625元，较周四纽约尾盘跌181点，日内整体交投于6.8391-6.8699元区间。离岸人民币本周累涨大约350点，涨幅0.50%；2月份累涨大约950点、涨幅1.37%，整体持续走高、交投区间为6.9630-6.8267元。彭博数据显示，离岸人民币12月突破50个月均线（该技术指标暂报7.0569元），2月份涨穿50个月均线（暂报6.8855元），暂时缺少200个月移动均线。

Earnings Call Insights: Carter's, Inc. (CRI) Q4 2025 Management View CEO Douglas Palladini opened by stating, "As Carter's returns to growth that is long-term, sustainable and profitable, we continue to experience momentum in our business, doing what's right for our brands and consumers, which is yielding improved financial outcomes." He highlighted decreased promotional activity, higher pricing, and enhanced brand storytelling as key strategies, noting, "All apparel brands and all age segments grew versus last year" in DTC channels and that new Gen Z and millennial families are "leaning into our better and best product offerings with higher price points." Palladini emphasized, "For the first time since 2021, Carter's grew year-over-year revenue, even excluding the 53rd week of sales," and noted the third consecutive quarter of retail comp growth with higher average unit retails (AURs) and less promotion. CFO Richard Westenberger reported, "Sales, operating income and earnings per share all exceeded our prior forecast," but clarified that "earnings were still down year-over-year, although at a lower rate than we saw through much of 2025." Westenberger explained, "On our over $900 million in net sales, gross margin was 43.2%, which was in line with our previous outlook. This represented a decrease of 460 basis points over last year's fourth quarter gross margin," driven primarily by tariffs and higher product costs. He also noted, "Adjusted operating income was $89 million with an adjusted operating margin of nearly 10%." Management announced the retirement of Sean McHugh as Treasurer and the appointment of T.C. Robillard as the new Vice President of Investor Relations. Outlook Westenberger stated, "We're expecting net sales growth in the low to mid-single digits over 2025. This growth reflects anniversarying the extra week in 2025. We're expecting growth in each of our business segments." For profitability, he said, "We're expecting adjusted operating income will al...

cagkansayin Disc Medicine ( IRON ) said it was beginning a restructuring plan that includes laying off 20% of its employees. The announcement comes after the US FDA earlier this month issued a Complete Response Letter for bitoperin. The company added it will incur a $2M charge in regards to the restructuring, primarily due to severance costs. More on Disc Medicine Disc Medicine: Downgrading As CRL Puts APOLLO Study Into Question Disc Medicine, Inc. (IRON) Discusses FDA Complete Response Letter and Path Forward for Bitopertin Regulatory Approval Transcript Disc Medicine After The CRL: Risk Now Rests On APOLLO Disc Medicine GAAP EPS of -$6.01 Disc Medicine plunges on FDA Complete Response Letter for bitopertin

dima_zel/iStock via Getty Images Written by Sam Kovacs. Introduction Verizon Communications Inc. ( VZ ) is up 22% year to date. Seeking Alpha Meanwhile the S&P 500 ( SPY ) and the Nasdaq ( QQQ ) are both negative. What's going on with Verizon? Is the rerating done, or just getting started? That's what this article will look at. Bullish take: Verizon has been a core holding for us at the Dividend Freedom Tribe. Since my last public article on the stock in April 2024 , Verizon has returned more in total than the S&P 500. And here is the thing: the market was as wrong as ever as VZ. We've been collecting this big dividend whilst waiting for the stock to rerate, which has now convincingly started. But here's the thing: a rerating to its 2012 - 2020 levels would mean a price target in the $60 to $70. VZ DFT Chart (Dividend Freedom Tribe) It's currently priced at $49.8. That would imply up to 40% upside from a bullish rerating, on top of the 5.8% yield that you collect. At this point, you're thinking "sure sounds nice Sam, but how do we get from $50 to $70?" Here's how. The one number that tells the story: In 2026, Verizon will likely generate $21.5bn in free cash flow. This would be 7% up from 2025. This marks a clear inflection for Verizon, and it doesn't depend on any heroic operating performance. The bridge from $20.1bn to $21.5bn is pretty clear: Verizon's facing a CAPEX cliff. A little improvement in EBITDA will help, and gives the scope for the "or more" mention after $21.5bn. Verzion earnings presentation Operating cashflow could be up from $37.1bn to $38bn. So this $21.5bn in free cashflow on a $206bn market cap buys you a 10.4% free cashflow yield. The dividend costs them $12bn. They'll probably buy back at least $3bn in shares (a drop in the water relative to market cap). That will leaves over $6bn for the company to pay down its debt. With the risk free rate at 3.6%, you're getting a full 2.2% more right now with Verizon, for a business which is getting FCF re...

Paramount Skydance (PSKY) officially won the bidding war to acquire Warner Bros. Discovery (WBD) after Netflix (NFLX) declined to raise its offer. Business Insider chief correspondent Peter Kafka joins Market Domination host Josh Lipton to discuss Paramount's surprise victory, highlighting how the acquisition gives Paramount CEO David Ellison and his father Larry Ellison (co-founder of Oracle [ORCL]) an unprecedented hold over the US media landscape. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

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【有線新聞】以色列防長卡茨說跟美國協調對伊朗發動預防性襲擊，多間傳媒報道美軍正對伊朗發動攻擊。 網上片段見到伊朗首都德黑蘭有建築受襲後冒出濃煙，伊朗傳媒報道德黑蘭大學街等多處傳出多下爆炸聲，伊朗已關閉領空。以色列承認施襲，防長卡茨說是為了先發制人，解除對以色列的威脅，行動有與美國協調並已計劃數個月，數周前決定行動。以色列全國進入緊急狀態，宣布停課並禁止公眾集會，交通部暫停所有民航機升降。

美国航空航天局（NASA）27日宣布调整“阿耳忒弥斯”登月计划，将原计划于2027年实施的载人登月任务推迟至2028年。

Law demanding IDs must match ‘sex at birth’ invalidated the driver’s licenses of about 1,700 trans people in the state Sign up for the Breaking News US email to get newsletter alerts in your inbox Two transgender men are suing Kansas over a new law that invalidated their driver’s licenses and about 1,700 others for reflecting people’s gender identities and not their sex assigned at birth, arguing that the measure is “dehumanizing”. The men filed their case Thursday, the same day the law took effect, and argue that it violates rights to privacy, personal autonomy and due legal process guaranteed by the Kansas state constitution. The men also are challenging the law’s tough, new enforcement provisions for the state’s three-year-old policy of barring transgender people from using public restrooms or other single-sex facilities associated with their gender identities. Continue reading...

(RTTNews) - Hawaiian Electric Industries, Inc. (HE) Friday fourth-quarter net income of $39.6 million, or $0.23 per share, compared to a net loss of $68.2 million, or $0.40 per share in 2024.

格隆汇2月28日｜特朗普媒体在2025年净亏损7.123亿美元，期末金融资产规模25亿美元。

Greencastle Resources ( VGN:CA ) it plans to raise up to $200,000 through a non-brokered private placement of up to 5 million units priced at $0.04 each. Each unit will consist of one common share and one warrant exercisable at $0.05 per share for two years. The company said proceeds from the offering will be used to pay accounts payable and will not be used for investor relations or paid to non-arm’s length parties. Greencastle said it may pay eligible finders a 6% cash commission and issue finder’s warrants equal to 6% of units sold. Closing is subject to corporate and regulatory approvals, including from the TSX Venture Exchange. Separately, the company appointed Albert Contardi as CEO and a Director, replacing Anthony Roodenburg. GRSFF closed -76.0% at $0.006. Source: Press Release More on Greencastle Resources Ltd., TMX Group Limited TMX Group Limited (X:CA) Presents at Bank of America Financial Services Conference 2026 Transcript TMX Group Limited (X:CA) Presents at UBS Financial Services Conference 2026 Transcript TMX Group Limited (X:CA) Q4 2025 Earnings Call Transcript Volt Carbon to raise up to C$250,000 in private placement, sets AGM date Canadian Goldfields announces new U.S. stock symbol

Devrimb/iStock via Getty Images THM as a leveraged bet on gold with increasing probability of realization I see International Tower Hill Mines ( THM ) as a form of gold derivative. The company has currently moved from the stage of promising potential to the stage where it makes sense to talk about implementation and value creation. This has happened mainly thanks to the large and already partially transferred audit base. It is also thanks to a large capital increase, which effectively extends the runway and allows the company to do work that the market can appreciate. Last but not least, I would like to mention the visibility of antimony as a potential co-product at a time when the domestic supply chain of strategic metals is politically and economically unstable. My rating is based on a simple idea. The market usually prices development projects with a heavy discount, and in most cases, it does so brutally. Until it is clear who will pay for it and who will approve it. At THM, the first such block has just moved, the company has closed an upsized equity financing ($115 million), and at the same time, it is clear that large and strong investors are willing to add to their positions. Of course, this in itself does not solve the main obstacle in the form of billions in capex. However, it reduces the risk of an immediate death spiral of financing and increases the chance that the project will move to a stage where it can be financed normally (partnerships, debt, offtake, etc.). What I like most about the company is that it holds an asset that is easily readable for big players. P&P reserves are approximately 9 Moz. To this we can add M&I resources outside these reserves. This is exactly the type of foundation on which transactions can be built if the project team proves that it can improve the economics and reduce permitting uncertainty. Bearings are not a problem, financing is the problem International Tower Hill Mines is a single asset investment. The company holds a...

Today, Feb. 27, 2026, investors are weighing Coupang’s post‑breach recovery plan, buybacks, and fresh guidance against sector-wide pressure.

Coupang (NYSE:CPNG), South Korean e-commerce and technology company, closed Friday at $19.08, up 1.98%. The stock inched higher as investors reacted to stabilization signs following the late‑2025 data incident and are watching how management’s recovery plan and buybacks support e

Brett_Hondow/iStock Editorial via Getty Images Schneider Electric ( SBGSY ) is a great business. That's the reason I invested in the company many years ago. But every company can become expensive and no longer worth what it's trading at. That is what I believe has happened to Schneider Electric here. For "proof", if you will, I point to the significant intra-year 2025 volatility we've seen from the company, up and down in April, October, and December, now climbing up in February of 2026. The company is now trading at a substantial, almost 100% premium to its 20-year average. This is what I view as incredibly dangerous. In fact, I believe I held onto my shares in the company longer than I should - but it's because of exactly the reasons that many bulls are now posting - it simply is a very good company. The bullish arguments for further growth for the company here do exist. I will make certain to "field" those as well in my valuation section for the company, but I believe they are far too positive, all things considered. In this article, I double down on what is a comparatively bearish view on Schneider. Not because I don't believe the company will grow, but because I believe the growth shouldn't be as highly valued as the market seems to be estimating here. Schneider Electric Investor Presentation 2026 IR I do confirm that Schneider has a solid, wide moat in terms of its operations and business. Very few companies can match this one - one of the only ones is Siemens ( SIEGY ), perhaps ABB (ABB). The fact is also that despite excellent performance, Schneider has not done as well as its peers have done this year. There is a significant difference in what some analysts see, relative to what other analysts (more bearish ones, like myself) see. Let's try to see if we can make those differences clearer. You can find my last article on the company here. Solid upside if you believe in a multi-decade growth theme at a very high premium I've gone on record with the fact that ...

Anywhere from $40 billion to $150 billion of leveraged loans packaged into US collateralized loan obligations could be disrupted by the artificial intelligence boom, according to JPMorgan Chase & Co. That’s because those loans fall within sectors most associated with AI risk, according to the Wall Street lender, which released its estimate as a recap of the SFVegas 2026 conference where software’s impact on corporate CLOs was “the topic du jour.” CLOs offer investors exposure to floating-rate debt, rather than fixed-rate corporate bonds. They do this by bundling leveraged loans into bond-like products with differing levels of risk and reward, which are then sold. Lately, CLO managers have been sifting through their portfolios to determine which loans are most exposed to AI’s impact, following a sharp selloff in software loans sparked by Anthropic PBC’s release of its powerful Claude chatbot. “AI-pocalypse? That seems over the top,” JPMorgan strategists led by Rishad Ahluwalia wrote in their Thursday note. “While the focus on software is valid, we have told investors we feel it is more important (if more nebulous at this stage) to consider the impact of broader AI disruption on CLO credit risk.” To come up with their $40 billion-$150 billion estimate, the strategists looked at a simplified screen for CLO AI credit risk using market price and ratings information. Still, they acknowledge that the approach needs more nuance and refining, citing the healthcare sector as an example where proprietary data issues and a complex regulatory environment make it difficult to offer more clarity to investors. Riskiest CLO Funds Are Flashing a Warning Sign: Credit Weekly Carlyle, BlackRock Buy Cheap Software Loans to Boost CLO Profits BNP Sees Wider BB, B CLO Spreads on AI Risk: Structured Weekly The strategists also highlighted concerns around loan refinancing risks, noting that around $51 billion of software debt rated B- or lower is set to mature in 2028, and a further $50 billi...

April WTI crude oil (CLJ26 ) on Friday closed up +1.81 (+2.78%), and April RBOB gasoline (RBJ26 ) closed up +0.0318 (+1.41%). Crude oil and gasoline prices rallied sharply on Friday, with crude posting a 7-month high and gasoline posting an 8-month high. Concerns about a potential US strike on...

April Nymex natural gas (NGJ26 ) on Friday closed up by +0.032 (+1.13%). April nat-gas prices settled higher on Friday on geopolitical risks. Gas prices rallied in sympathy with Friday's rally in crude oil to a 7-month high on fears that a conflict with Iran could disrupt regional shipments of...

Applied Digital has pulled back in recent weeks.