-- 摩根士丹利週三發布的一份報告顯示，Verisk Analytics (VRSK) 第一季度有機營收成長超出預期，這主要得益於其承保和理賠業務的穩健表現。 報告指出，客戶興趣和競爭中標率仍然強勁，但管理層也指出，由於保險公司需要應對治理和資料安全方面的要求，人工智慧相關產品的銷售週期可能會延長。 摩根士丹利預計，隨著保險公司將Verisk的專有數據整合到自身系統中或使用該公司的模型和工具，Verisk將從中釋放更多價值，但報告也指出，這一機會仍處於早期階段。 報告稱，去年第二季的利潤率包含了120個基點的一次性外匯收益，而這項收益不會再次出現。報告還指出，管理層已啟動15億美元的加速股票回購計劃，並面臨與超過10億美元的新債務發行相關的更高利息支出。 摩根士丹利稱 Verisk 是其資訊服務領域中最具人工智慧韌性的公司之一，將該股的目標價從 230 美元上調至 235 美元，並維持其「持股觀望」評級。
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The European Commission issued new energy recommendations Thursday, aiming to shield vulnerable households and boost consumer-driven supply and participation in clean energy, it said.The Commission introduced measures to protect vulnerable households from disconnections and help consumers better manage energy contracts amid ongoing price volatility, it said.The recommendations also encourage households and communities to generate and share their own energy, supporting wider adoption of cleaner power sources, the Commission said.These steps form part of the Citizens' Energy Package and the AccelerateEU plan, which aim to address the ongoing fossil fuel crisis and strengthen energy resilience, the Commission added.The Commission is focusing on building a more inclusive and sustainable system by helping consumers make informed energy choices and limiting risks tied to supplier failures, it said.It is also urging member states to speed up the development of energy communities and expand self-consumption models to support the clean energy transition.Energy Commissioner Dan Jorgensen said rising global tensions continue to drive energy price volatility, reinforcing the need to accelerate Europe's shift toward a secure and sustainable system.The Commission will work with Member States and stakeholders to implement the measures, offering technical support and tracking progress to ensure effective adoption, it said.
US equity indexes closed higher on Thursday in a broad-based rally led by technology, communication services, and industrials despite ongoing geopolitical tensions.* US President Donald Trump will hear about updated military options for Iran from Pentagon officials on Thursday, as a possible way of forcing Tehran into an agreement, CNN reported.* Iran's new supreme leader gave a statement Thursday, vowing not to give up the country's nuclear or missile technologies and signaling Tehran would keep control of the Strait of Hormuz, Bloomberg reported.* The US core personal consumption expenditures price index, the Federal Reserve's preferred inflation gauge, rose to 3.2% year-on-year in March from 3%, meeting expectations.* June West Texas Intermediate crude oil fell $1.82 to settle at $105.06 per barrel, while June Brent crude, the global benchmark, was last seen down $3.94 at $114.09.* Qualcomm's (QCOM) shares were up roughly 14%, the biggest gainer on the S&P 500 and the Nasdaq, after the company posted better-than-expected fiscal Q2 adjusted earnings and revenue late Wednesday.* Meta Platforms (META) was down nearly 8% after the company overnight raised its forecast for 2026 capital expenditures, despite a Q1 earnings and revenue beat.