Maintenance and turnarounds: Young cited pent-up demand from refinery and petrochemical end users that have run facilities hard while minimizing maintenance and turnarounds.LNG and natural gas infrastructure: Young said the LNG market is in a multi-year build cycle and that Aspen expects its LNG and natural gas infrastructure activity in 2026 to roughly double versus 2025 in both project count and revenue contribution. He said Aspen is positioned across the entire LNG value chain, not solely liquefaction.Su ...

Key TakeawaysEli Lilly (LLY) reported that its oral GLP-1, orforglipron, achieved a 9.2% weight loss in Phase 3 trials, significantly outperforming Novo Nordisk's oral semaglutide.Toronto-Dominion Bank (TD) beat Q1 earnings estimates with an adjusted EPS of CAD 2.44, supported by adjusted revenue of CAD 16.63 billion.Danish Prime Minister Mette Frederiksen officially called for a parliamentary election on March 24, citing ongoing conflicts regarding Greenland and new wealth tax proposals.Stellantis (STLA) i ...

WPP's CEO to merge ad agencies in turnaround plan | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]The corporate logo of WPP is seen in this picture from 2018, obtained July 12, 2019. WPP/Handout via REUTERS [Purchase Licensing Rights, opens new tab]LONDON, Feb 26 (Reuters) - WPP [(WPP.L), opens new tab] will combine its agencies into a single company underpinned by AI and data, with four units including a new "WPP Creative", under ...

A strategic review process has been initiated from a position of financial strength to ensure capital allocation and asset bases are optimized for long-term value creation.The company is diversifying its addressable market by developing a Battery Energy Storage Systems (BESS) segment, leveraging EV-proven fire safety and thermal performance technology.Management has structurally reduced fixed cash costs by approximately $75 million annually to operate effectively within a resetting EV market and lower produ ...

Equity markets appear poised for their next leg of expansion after nine months of tight consolidation, with the Nifty trading in a narrow 5–6 per cent band amid global uncertainties and earnings recalibrations. According to PL Capital’s latest India Strategy report, the index has weathered a 9–9.5 per cent moderation in FY26–27 EPS estimates, yet underlying corporate performance remains resilient.The base case assumes the Nifty index with a 12-month target of 27,958. In a bullish scenario, a 20x multiple im ...

today unveiled its transformative AI Robotics Strategy at the Consumer Electronics Show 2026 (CES 2026), presenting a ...]### Hyundai Motor Group Executive Chair Chung Presents 2026 Vision: Customer-Focused Transformation and AI-Driven Ecosystem Collaboration[Hyundai Motor Group (The Group) today shared its 2026 strategic vision with global employees, with Executive Chair Euisun Chung presenting priorities ...][More Releases From This Source]## Explore[Automotive][Transportation, Trucking & Railroad][Comput ...

Core Insights - The discussion centers around the performance and outlook of major tech companies, particularly Nvidia, Tesla, and the so-called "Magnificent Seven" (Mag-7) stocks, which include Apple, Microsoft, Meta, Google, Amazon, and Nvidia. The sentiment is cautious, with a focus on the potential for volatility in the market and the importance of strategic investment decisions. Group 1: Nvidia and Market Sentiment - Nvidia's upcoming earnings report is anticipated with uncertainty, as past earnings have not consistently led to stock price increases despite strong performance [4][5][20] - The speaker has reduced their Nvidia position, citing a lack of confidence in the stock's ability to maintain upward momentum post-earnings [6][22] - The overall market sentiment indicates that while 60% of S&P 500 stocks are outperforming the index, the Mag-7 stocks have seen pullbacks, suggesting a potential shift in market dynamics [7] Group 2: Analysis of Major Tech Companies - Apple is viewed as having the best risk-reward profile in the market, with expectations of steady returns through buybacks, although it may not double in value [8][60] - Microsoft is compared to Exxon in terms of forward P/E ratios, with a preference for holding Microsoft due to its growth potential [8][13] - Meta is seen as a strong contender in the AI space, with a recommendation to buy if the stock price falls below $620 [9] Group 3: Memory and Semiconductor Sector - The memory market is experiencing significant price increases, with prices for SanDisk memory cards reportedly doubling over the last 90 days due to supply constraints [25][29] - The speaker believes that the memory bottleneck will persist, contrary to some analysts who predict an expiration date for this issue [26] - Companies like Seagate, Western Digital, and Micron are highlighted as potential investment opportunities within the memory sector [27][29] Group 4: Energy Sector Insights - The energy sector has shown strong performance, with a 23% increase year-to-date, and specific companies like Devon Energy and Schlumberger are recommended for their solid fundamentals [30][32] - The speaker emphasizes the importance of dividends and low debt in selecting energy stocks, with MPLX highlighted for its attractive yield [33] Group 5: Investment Strategy and Tools - The use of analytical tools like TrendSpider and Seeking Alpha is emphasized for making informed investment decisions, particularly in volatile markets [34][36] - The speaker advocates for a buy-and-hold strategy, focusing on a limited number of stocks to manage effectively [56][86] - The importance of having cash reserves for potential market dips is also noted, allowing for strategic buying opportunities [72][74]

多元新场景转化为火热消费数据。 四川在线记者 肖莹佩 刚刚结束的春节假期，成都消费市场迎来"开门红"：来自成都市商务局的数据显示，2月14日—2月22日，全市线上线下消费合计631.7亿元、同比增长 10.3%。 "吸金"更"吸晴"。多元场景上新叠加政策红利，成为撬动消费的新支点，展现出成都强大的内需活力。 节前，成都以一场"购在中国 年味天府"百家场景乐购新春活动，拉开假日消费大幕。同步发布的"成都年味消费全景图"，整合全市、联动省内上百个重点 消费场景，让市民游客实现消费"一图在手，全城畅游"。 重点商圈表现亮眼。作为成都老牌"第一商圈"，春熙路以特色IP"春熙六宝"为核心的春市活动，将非遗、智能科技与传统新春民俗结合，吸引客流超千万人 次、实现营业额26.8亿元，同比增长约4.6%。代表城市新中心的交子公园商圈，则用天府双塔马年主题灯光秀串联起"吃喝玩乐购娱"，客流同比增长 19.7%，营业额同比增长1.4%。新兴商圈增速迅猛，西博城商圈、七一苏宁商圈客流、营业额实现两位数增长，客流分别增长15.4%、20.1%，营业额分别增 长24.3%、13.6%。 在过境免签政策、支付便利化等推动下，许多外国人选 ...

I think firstly it's important to take a step back and say okay where are the trade balances right and we know that in 2025 the trade and goods deficit for the United States hit a historic high so we're still operating by that famous theory of competitive advantage and there are some economies that are producing things in the good space that the US needs at a faster rate and potentially at an even higher quality rate that it that it can produce itself in a short amount of time. So, of course, one of those w ...

Market Performance - The Taiwan benchmark index reached an all-time high of 34,202.05 points, gaining 1.8% in a single session [2][9] - The Hang Seng Index in Hong Kong increased by over 2%, with the Hang Seng Tech Index rising 3% and the Hang Seng Materials Index jumping 4% [3][9] Precious Metals and Cryptocurrency - Gold prices surged over 1% to $5,164.98 per ounce, while Spot Silver climbed more than 3% to $87.49 per ounce, indicating a flight to safe-haven assets [4][9] - Bitcoin experienced a decline of 5%, falling below the $65,000 mark, as investors shifted capital from volatile digital assets to precious metals [5][9] Geopolitical Tensions - Russia launched a significant missile and drone offensive targeting Ukraine's energy infrastructure, causing extensive damage to the power grid [6][9] - The Saudi Arabian Foreign Ministry urged Iraq to respect Kuwait's sovereign rights and adhere to international agreements to maintain regional stability [7] Travel and Infrastructure Issues - Delta Air Lines faced system issues affecting check-in kiosks, leading to significant delays at major hubs, although no cancellations were reported [8][9] - Air Canada announced the suspension of flights to Puerto Vallarta due to a deteriorating security situation in the region [10]