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Brent crude oil rose up to 2%, currently trading at $103.77 per barrel.
2026-09-14
Brent crude oil rose up to 2%, currently trading at $103.77 per barrel.
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2026-09-14
Huatai Securities says renewed Middle East tensions and the approaching express-delivery peak season are the primary near-term catalysts for the transport sector in September. It recommends three themes: (1) tanker shipping exposure — rising geopolit
Huatai Securities says renewed Middle East tensions and the approaching express-delivery peak season are the primary near-term catalysts for the transport sector in September. It recommends three themes: (1) tanker shipping exposure — rising geopolitical risk premia plus shipping supply disruptions should push oil-tanker freight rates higher MoM; (2) accumulate low-position express couriers ahead of peak season — tightening local price controls mean peak-season price rises could act as a catalyst; (3) select stocks that combine dividend yield and growth, and focus on high-growth logistics and low-valued airlines. Airline valuations and investor attention are relatively low and are expected to await an oil-price retreat to trigger re-rating.
2026-09-14
FT reports ANTHROPIC expects adjusted operating profit for a second consecutive quarter. Preliminary Q2 revenue exceeded $11.5 bln, up ~14x YoY from $787 mln and ~2.4x vs Q1; end‑July annualized revenue reached $65 bln. More than 80% of reported gros
FT reports ANTHROPIC expects adjusted operating profit for a second consecutive quarter. Preliminary Q2 revenue exceeded $11.5 bln, up ~14x YoY from $787 mln and ~2.4x vs Q1; end‑July annualized revenue reached $65 bln. More than 80% of reported gross margin is calculated before deducting model‑training costs and revenue shares paid to distributors such as Amazon, and so is not directly comparable with mature software peers. Prior estimates put Q2 operating margin at roughly 5%; the gap between headline gross margins and underlying operating Profitability is central to assessments of AI economics.
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