-- 奥本海默周四在一份报告中指出，鉴于IBM强劲的软件业务以及对Confluent收购的提前完成，该公司可能会上调2026年营收预期，并超出第一季度预期。 奥本海默表示，其合同调查显示，IBM的企业许可协议（ELA）在第一季度续约价格上涨了20%至30%，且客户数量并未减少。该投资公司还指出，Red Hat的合同续约价格也上涨了10%至15%。 该券商表示，在价格和交易规模的支撑下，IBM的软件产品组合有望在2026年实现7%的增长。奥本海默补充道，IBM的咨询业务在2026年也将增长2.1%。 IBM将于4月22日发布第一季度财报。 奥本海默将IBM的目标股价从380美元下调至320美元，评级维持“跑赢大盘”。
Price: $247.66, Change: $+2.86, Percent Change: +1.17%
Seagate Technology Holdings (STX) has an average rating of overweight and mean price target of $560.68, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $591.00, Change: $+4.75, Percent Change: +0.81%
Natural gas prices rose early Monday, rising off a two-year low despite cool long-term forecasts.Gas for May delivery was last seen up $0.08 to US$2.60 per million British thermal units.The rise comes even as long-term forecasts from the National Weather Service see most states east of the Rocky Mountains with cooler than seasonal temperatures over its six to 14 day outlook, keeping heating demand light.Still, the price of the fuel is down 13% since the April 1 start of the cooling season as supply remains robust. In its weekly report released on Wednesday, the Energy Information Administration reported inventories ended the prior week at 2.06-trillion cubic feet, 7.1% above the five-year average.
Greenland Resources (MOLY.TO) has applied for an equity investment from the European Innovation Council's 'EIC STEP Scale Up' scheme for a total of 50 million euros, the company said Monday.The investment will be partly funded by Horizon Europe, with the remainder provided by targeted committed capital providers, the company said.The application has successfully passed an eligibility criteria assessment, achieved the Sovereignty STEP Seal project excellence status, and was recommended by panel of jurors to the EIC Fund, which will make a final decision, subject to further due diligence, according to Greenland Resources.The EIC STEP scheme aims to scale up innovation in Europe's strategic technology sectors such as clean and resource efficient technologies including strategic raw materials.The program provides equity investments ranging from 10 million to 30 million euros, aiming to leverage private co-investment and achieve financing rounds of 50 million to 150 million euros or more.As part of the EIC STEP requirements, Greenland Resources has received firm commitments for an additional 40 million euros from two qualified investors to co-invest alongside the EIC Fund.Greenland Resources is developing the Malmbjerg molybdenum project in Greenland.MOLY was down $0.01 at $1.57 last look.Price: $1.57, Change: $-0.01, Percent Change: -0.63%