格隆汇2月16日｜美国总统特朗普表示，其“和平委员会”（Board of Peace）的创始成员国已承诺提供超过50亿美元，用于加沙的人道主义援助和重建工作。特朗普周日发文称，委员会成员将于2月19日在华盛顿会面，以确认这些承诺，并承诺派遣“数千名人员”组成稳定部队，帮助维护加沙地带的安全。特朗普表示，“非常重要的一点是，哈马斯必须履行其全面且立即实现非军事化的承诺。”特朗普今年1月正式宣布成立该...
格隆汇2月16日｜美国总统特朗普表示，其“和平委员会”（Board of Peace）的创始成员国已承诺提供超过50亿美元，用于加沙的人道主义援助和重建工作。特朗普周日发文称，委员会成员将于2月19日在华盛顿会面，以确认这些承诺，并承诺派遣“数千名人员”组成稳定部队，帮助维护加沙地带的安全。特朗普表示，“非常重要的一点是，哈马斯必须履行其全面且立即实现非军事化的承诺。”特朗普今年1月正式宣布成立该委员会，当时与他一同宣布的政治盟友包括阿根廷总统米莱和匈牙利总理欧尔班。此外，巴林、摩洛哥、阿塞拜疆、保加利亚、巴基斯坦、沙特、土耳其、阿联酋和乌兹别克斯坦的代表也出席了会议。意大利总理梅洛尼表示，她可能会以观察员身份参加此次华盛顿会议。
A Filipino man awaiting the result of a deportation order has been released from Tacoma’s Northwest ICE Processing Centre following a federal court order that called the man’s detention unconstitutionally “punitive”. US District Judge Tana Lin granted the release requested in Greggy Sorio’s habeas corpus petition on Friday, saying the Tacoma detention centre’s “unreasonable treatment” of Sorio bro...
A Filipino man awaiting the result of a deportation order has been released from Tacoma’s Northwest ICE Processing Centre following a federal court order that called the man’s detention unconstitutionally “punitive”. US District Judge Tana Lin granted the release requested in Greggy Sorio’s habeas corpus petition on Friday, saying the Tacoma detention centre’s “unreasonable treatment” of Sorio brought about “extreme consequences” for his health. While in Immigration and Customs Enforcement...
New Zealand infant formula distributor a2 Milk boosted first-half earnings and raised full-year revenue guidance as sales in China continue to strengthen. Net income from continuing operations rose 9.4% to NZ$112.1 million ($68 million), the company reported Monday in Wellington. Revenue jumped 19% to NZ$993 million and the company now forecasts a mid double-digit percentage increase in full-year ...
New Zealand infant formula distributor a2 Milk boosted first-half earnings and raised full-year revenue guidance as sales in China continue to strengthen. Net income from continuing operations rose 9.4% to NZ$112.1 million ($68 million), the company reported Monday in Wellington. Revenue jumped 19% to NZ$993 million and the company now forecasts a mid double-digit percentage increase in full-year revenue — previously low double-digit. “Our upgraded outlook means we are now on track to achieve our NZ$2 billion medium-term sales ambition in FY26, a full year ahead of plan,” said Chief Executive Officer David Bortolussi . “Infant milk formula remains central to our growth strategy and continues to outperform the China market.” Sales in the key China formula market increased, boosted by increased birth rates in 2024, allowing the company to increase market share. While there were fewer newborns in 2025, that trend is expected to reverse reflecting a recovery in marriage rates and from the greater focus on birth rate stabilization which is explicitly listed as a government policy, the company said. Read more: China’s Low Birthrate Isn’t Doomsday for Formula Milk Suppliers
Amazon (NASDAQ: AMZN) stock hasn't been so magnificent over the past year. The stock price is down roughly 11% year to date and has dropped 12% over the past 12 months. But that creates an excellent buying opportunity for investors to grab the mega-monster stock at the cheapest valuation it has been at in years. Amazon stock is currently trading at around 28 times earnings, and that's the lowest i...
Amazon (NASDAQ: AMZN) stock hasn't been so magnificent over the past year. The stock price is down roughly 11% year to date and has dropped 12% over the past 12 months. But that creates an excellent buying opportunity for investors to grab the mega-monster stock at the cheapest valuation it has been at in years. Amazon stock is currently trading at around 28 times earnings, and that's the lowest it's been since the early 2010s, save for a quick dip lower in April 2025 when President Trump's tariffs were rolled out. Continue reading
A recent study showed that Mars was warm and wet billions of years ago. The finding contrasts with another theory that this era was mainly cold and icy. The result has implications for the idea that life could have developed on the planet at this time. Whether Mars was once habitable is a fascinating and intensely researched topic of interest over many decades. Mars , like the Earth, is about 4.5 ...
A recent study showed that Mars was warm and wet billions of years ago. The finding contrasts with another theory that this era was mainly cold and icy. The result has implications for the idea that life could have developed on the planet at this time. Whether Mars was once habitable is a fascinating and intensely researched topic of interest over many decades. Mars , like the Earth, is about 4.5 billion years old and its geological history is divided into different epochs of time. The latest paper relates to Mars during a time called the Noachian epoch, which extended from about 4.1 to 3.7 billion years ago. This was during a stage in solar system history called the Late Heavy Bombardment (LHB) . Evidence for truly cataclysmic meteorite impacts during the LHB are found on many bodies throughout the solar system. Read full article Comments
The AI Transition: Even Dinosaurs Weren't Stupid Enough To Create Their Own Extinction Event By Peter Tchir of Academy Securities A Bridge Too Far? The AI TRANSITioN? Last weekend we discussed Molotov Cocktails, Volatility, Stability, & Faux Liquidity . In a nutshell, it was about: The transition from one steady state to another steady state can be volatile. A rules-based world, dependent on trade...
The AI Transition: Even Dinosaurs Weren't Stupid Enough To Create Their Own Extinction Event By Peter Tchir of Academy Securities A Bridge Too Far? The AI TRANSITioN? Last weekend we discussed Molotov Cocktails, Volatility, Stability, & Faux Liquidity . In a nutshell, it was about: The transition from one steady state to another steady state can be volatile. A rules-based world, dependent on trade, to a ProSec-based world where each country operates more independently. The transition from a pre-AI world to an AI world. Faux liquidity – or our assessment that market structure is set up to produce bigger moves than the headlines or news warrant. We got to discuss many of these things on Bloomberg TV on Friday , where Academy was part of the first half hour. While the focus was on AI, I kept arguing that geopolitics and this transition from one stable system to another stable system was also likely playing a major role in this week’s price action. Of all the things I regret saying, or not saying, I flubbed the final question on Walmart’s multiple. It isn’t something I focus on, and my answer was weak. I wish I’d highlighted that Walmart is the sort of company that should do well – big enough to navigate the changing global trade system and well positioned enough to extract the maximum benefit from AI-related efficiencies. In any case, we certainly have a lot to follow up on based on this past week’s volatility and rapidly evolving narrative. A Bridge Too Far? One heck of a movie, and one of the few that comes to mind where the “good guys” lose. They put up an epic struggle, but don’t achieve their goal. As you know I am Canadian, so you can choose to take this with a grain of salt, but I believe that this week’s “ Truth Social ” post about the new bridge, almost completed, fits the “bridge too far” narrative. There was a lot of concern about imposing tariffs on countries that had been deemed to be blocking the U.S. “taking” Greenland . Not just from foreign countries, ...
US regulators have expanded an antitrust probe into Microsoft’s cloud and AI business practices, with the Federal Trade Commission sending new information requests to rivals. The review focuses on how Microsoft bundles AI, cloud, and security products, and whether those practices could disadvantage competitors. This is unfolding as Microsoft steps up efforts to build its own AI models and promotes...
US regulators have expanded an antitrust probe into Microsoft’s cloud and AI business practices, with the Federal Trade Commission sending new information requests to rivals. The review focuses on how Microsoft bundles AI, cloud, and security products, and whether those practices could disadvantage competitors. This is unfolding as Microsoft steps up efforts to build its own AI models and promotes new global alliances around trusted and sovereign cloud offerings. Microsoft (NasdaqGS:MSFT)...
Lots of people are concerned about an artificial intelligence (AI) bubble. We can debate all day whether there is or not; both sides of that argument have good points. But even if there is a bubble and if it does pop, that doesn't mean AI stocks are going to zero and the technology is simply done anymore than the dot-com crash did for the internet. There are plenty of AI companies that are not onl...
Lots of people are concerned about an artificial intelligence (AI) bubble. We can debate all day whether there is or not; both sides of that argument have good points. But even if there is a bubble and if it does pop, that doesn't mean AI stocks are going to zero and the technology is simply done anymore than the dot-com crash did for the internet. There are plenty of AI companies that are not only likely to survive a potential bubble burst but that are likely to thrive regardless of broader market conditions and that could make you a millionaire in the process. And the company I'd like to talk about in this article is perhaps the most promising AI stocks on the market right now. And I'm willing to bet you've heard of it before. Continue reading
Peter Steinberger's open-source AI agent OpenClaw hit 180,000 GitHub stars and spawned MoltBook chaos. Now Meta and OpenAI want to buy it, but he's determined to keep it free.
Peter Steinberger's open-source AI agent OpenClaw hit 180,000 GitHub stars and spawned MoltBook chaos. Now Meta and OpenAI want to buy it, but he's determined to keep it free.
US bond traders will be watching the trajectory of stocks this week and economic releases such as private payrolls data to see whether the rally in Treasuries has legs. Benchmark 10-year yields enter the holiday-shortened week at the lowest in months, after haven buying spurred by a tech-driven slide in US stocks. A tame inflation reading on Friday helped extend the bond market’s advance, and left...
US bond traders will be watching the trajectory of stocks this week and economic releases such as private payrolls data to see whether the rally in Treasuries has legs. Benchmark 10-year yields enter the holiday-shortened week at the lowest in months, after haven buying spurred by a tech-driven slide in US stocks. A tame inflation reading on Friday helped extend the bond market’s advance, and left traders leaning toward at least two Federal Reserve interest-rate cuts by year-end. That backdrop is raising the focus on reports such as ADP private payrolls data Tuesday and the minutes from the Fed’s January meeting on Wednesday for a fresh read on the economy and how policy makers are assessing the balance between employment and inflation, after pausing their easing cycle last month. “The near-term drivers for bonds will be what happens with data and risk assets,” said John Madziyire , a portfolio manager at Vanguard. “The main positive is that bonds have regained their hedging quality and they are doing what they are supposed to do, when risk assets such as equities, bitcoin and commodities are volatile.” The benchmark 10-year yield ended last week at 4.05%, the lowest since early December. The rate on the two-year Treasury — more sensitive than longer maturities to expectations for Fed policy — fell to 3.42%, the lowest since September. Meanwhile, traders were fully pricing in two quarter-point cuts ahead this year, and a roughly 50% chance of a third by year-end. What to Watch Economic data: Feb. 17: ADP weekly employment change; Empire manufacturing; NAHB housing market index Feb. 18: MBA mortgage applications; durable goods orders; capital goods orders; housing starts; building permits; New York Fed services business activity; industrial production; manufacturing (SIC) production; capacity utilization; leading index; TIC flows Feb. 19: Initial jobless claims; continuing claims; trade balance, exports and imports; wholesale and retail inventories; Philadelphia Fed ...
Key PointsBoard of Directors member Balu Balakrishnan sold 11,363 shares over two days for a total value of ~$532,000 at a weighted average price of $46.82 per share.
Key PointsBoard of Directors member Balu Balakrishnan sold 11,363 shares over two days for a total value of ~$532,000 at a weighted average price of $46.82 per share.