Marvin & Palmer Associates Inc. bought a new position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 5,086 shares of the electric vehicle producer's stock, valued at approximately $2,322,000. Tesla accounts for 2.0% of Marvin & Palmer Associates Inc.'s holdings, making the stock its 22nd biggest holding. A number of other hedge funds and other institutional investors also recently modified their holdings of TSLA. Brighton Jones LLC increased its stake in Tesla by 11.8% in the 4th quarter. Brighton Jones LLC now owns 87,929 shares of the electric vehicle producer's stock valued at $35,509,000 after purchasing an additional 9,293 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in Tesla by 21.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 5,317 shares of the electric vehicle producer's stock worth $2,147,000 after purchasing an additional 931 shares in the last quarter. Bison Wealth LLC grew its holdings in Tesla by 52.2% in the fourth quarter. Bison Wealth LLC now owns 10,368 shares of the electric vehicle producer's stock valued at $4,187,000 after purchasing an additional 3,558 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in Tesla by 9.1% in the second quarter. Sivia Capital Partners LLC now owns 12,135 shares of the electric vehicle producer's stock valued at $3,855,000 after purchasing an additional 1,011 shares during the last quarter. Finally, AGP Franklin LLC increased its position in shares of Tesla by 21.2% in the second quarter. AGP Franklin LLC now owns 4,861 shares of the electric vehicle producer's stock valued at $1,544,000 after buying an additional 851 shares in the last quarter. 66.20% of the stock is currently owned by institutional investors and hedge funds. Get Tesla alerts: Sign Up Insiders Place Their Bets In relat...

Marvin & Palmer Associates Inc. acquired a new stake in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 18,206 shares of the semiconductor manufacturer's stock, valued at approximately $3,046,000. Micron Technology makes up 2.6% of Marvin & Palmer Associates Inc.'s portfolio, making the stock its 17th biggest position. A number of other hedge funds and other institutional investors have also bought and sold shares of MU. Brighton Jones LLC grew its stake in shares of Micron Technology by 18.3% in the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer's stock worth $532,000 after purchasing an additional 976 shares during the last quarter. Sivia Capital Partners LLC raised its position in Micron Technology by 21.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer's stock worth $435,000 after purchasing an additional 628 shares during the last quarter. United Bank bought a new position in Micron Technology during the 2nd quarter worth $236,000. Schnieders Capital Management LLC. lifted its holdings in Micron Technology by 67.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer's stock worth $2,093,000 after buying an additional 6,867 shares during the period. Finally, AlphaQuest LLC lifted its holdings in Micron Technology by 13,250.0% during the 2nd quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer's stock worth $33,000 after buying an additional 265 shares during the period. Institutional investors own 80.84% of the company's stock. Get Micron Technology alerts: Sign Up Micron Technology Stock Down 6.7% Shares of NASDAQ:MU opened at $370.30 on Friday. Micron Technology, Inc. has a 1 year low of $61.54 and a 1 year high of $455.50. The company has a deb...

Riggs Asset Managment Co. Inc. grew its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 60,480.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 36,954 shares of the semiconductor manufacturer's stock after acquiring an additional 36,893 shares during the quarter. Advanced Micro Devices accounts for 1.3% of Riggs Asset Managment Co. Inc.'s portfolio, making the stock its 27th biggest holding. Riggs Asset Managment Co. Inc.'s holdings in Advanced Micro Devices were worth $5,979,000 as of its most recent filing with the Securities and Exchange Commission. Other institutional investors have also recently modified their holdings of the company. ORG Wealth Partners LLC raised its position in shares of Advanced Micro Devices by 39.7% in the 3rd quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer's stock worth $26,000 after purchasing an additional 46 shares during the last quarter. Koesten Hirschmann & Crabtree INC. boosted its stake in Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer's stock worth $26,000 after purchasing an additional 61 shares in the last quarter. Pinney & Scofield Inc. grew its position in Advanced Micro Devices by 81.0% during the 2nd quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer's stock valued at $27,000 after purchasing an additional 85 shares during the last quarter. Aviso Financial Inc. grew its position in Advanced Micro Devices by 400.0% during the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer's stock valued at $32,000 after purchasing an additional 160 shares during the last quarter. Finally, Evolution Wealth Management Inc. bought a new stake in Advanced Micro Devices during the 2nd quarter valued at about $34,000. 71.34% of...

Korea Investment CORP boosted its position in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 26.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,101,360 shares of the semiconductor manufacturer's stock after buying an additional 229,427 shares during the quarter. Korea Investment CORP owned approximately 0.10% of Micron Technology worth $184,280,000 at the end of the most recent reporting period. A number of other institutional investors and hedge funds also recently added to or reduced their stakes in MU. Norges Bank purchased a new stake in shares of Micron Technology during the 2nd quarter worth about $1,980,700,000. Slate Path Capital LP purchased a new position in shares of Micron Technology in the 2nd quarter valued at about $317,751,000. Vanguard Group Inc. raised its holdings in Micron Technology by 1.9% in the 2nd quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer's stock worth $12,803,168,000 after purchasing an additional 1,973,294 shares during the period. State Street Corp raised its holdings in Micron Technology by 2.7% in the 2nd quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer's stock worth $6,331,795,000 after purchasing an additional 1,349,713 shares during the period. Finally, Orbis Allan Gray Ltd boosted its position in Micron Technology by 50.2% during the second quarter. Orbis Allan Gray Ltd now owns 3,457,726 shares of the semiconductor manufacturer's stock worth $426,165,000 after purchasing an additional 1,156,086 shares in the last quarter. Hedge funds and other institutional investors own 80.84% of the company's stock. Get Micron Technology alerts: Sign Up Micron Technology News Roundup Here are the key news stories impacting Micron Technology this week: Analyst Ratings Changes Several analysts have commented on MU shares. Deutsche Bank Aktiengesellschaft raised their price objective...

Several more liquefied natural gas shipments have diverted toward Asia from their course to Europe as tensions in the Middle East curb global supply and boost competition for the fuel. At least two tankers have turned in the middle of the Atlantic since Friday, according to ship-tracking data compiled by Bloomberg. This follows three similar diversions last week, Bloomberg previously reported. The shift comes after Qatar halted production at the world’s biggest LNG plant last week following a drone attack, triggering a surge in gas prices in both Europe and Asia. That shutdown, along with the effective closure of the Strait of Hormuz, has throttled roughly 20% of global LNG exports to both regions, forcing some buyers to scramble for replacements. It is more profitable to sent US LNG shipments to Asia over Europe if the cost of freight is excluded, according to a Bloomberg analysis of the region’s prices. Spot shipping rates have surged over the last week, which could limit some diversions to Asia.

Polymarket lets you predict what could happen in the future, which, on a collective level, makes it a powerful tool. However, that doesn't mean that prediction markets are investments. If you are looking for investment ideas, the artificial intelligence (AI) build-out is a much better place to put your cash to work. What does Polymarket do? Polymarket allows users to predict the outcome of a binary event. Those predictions can be around just about anything, from sports events to political contests to the weather. If your prediction is correct, you make money; if your prediction is wrong, you don't. There is value in users' collective prediction decisions because real money is at risk. However, the binary nature of the outcome means that prediction markets are more like gambling than investing, even though brokerages like Robinhood (HOOD 4.23%) offer access. Notably, unlike a stock, you get no intrinsic value when you put money in a prediction market. Investors should be focusing on buying real businesses. The AI build-out is real and ongoing Artificial intelligence is just as exciting as prediction markets and looks destined to change society in dramatic ways. You can easily invest in companies that are supporting the adoption of AI. That allows you to be a part of something big and to build wealth along the way. Two strong options today aren't direct AI plays, but rather picks-and-shovels providers supporting the AI build-out. Expand NYSE : BEP Brookfield Renewable Partners Today's Change ( -0.13 %) $ -0.04 Current Price $ 30.24 Key Data Points Market Cap $9.3B Day's Range $ 29.25 - $ 30.38 52wk Range $ 19.29 - $ 32.78 Volume 691K Avg Vol 579K Gross Margin 18.64 % Dividend Yield 5.00 % Brookfield Renewable Partners (BEP 0.13%) is a globally diversified clean energy company with exposure to hydroelectric, solar, wind, and nuclear power, as well as energy storage. It already has large deals with Microsoft (MSFT 0.43%) and Google, providing the power they need to supp...

Riggs Asset Managment Co. Inc. raised its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 85.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 10,662 shares of the electric vehicle producer's stock after buying an additional 4,913 shares during the quarter. Riggs Asset Managment Co. Inc.'s holdings in Tesla were worth $4,742,000 as of its most recent SEC filing. A number of other institutional investors and hedge funds have also recently modified their holdings of TSLA. Chapman Financial Group LLC acquired a new position in shares of Tesla during the 2nd quarter valued at $26,000. Manning & Napier Advisors LLC bought a new position in Tesla during the third quarter worth $29,000. CoreFirst Bank & Trust acquired a new stake in Tesla in the second quarter worth $30,000. ESL Trust Services LLC increased its stake in Tesla by 1,900.0% in the second quarter. ESL Trust Services LLC now owns 100 shares of the electric vehicle producer's stock valued at $32,000 after purchasing an additional 95 shares in the last quarter. Finally, Delos Wealth Advisors LLC acquired a new position in shares of Tesla during the second quarter valued at about $32,000. 66.20% of the stock is currently owned by institutional investors. Get Tesla alerts: Sign Up Insider Buying and Selling In related news, Director Kimbal Musk sold 56,820 shares of the stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $450.66, for a total value of $25,606,501.20. Following the completion of the sale, the director directly owned 1,391,615 shares of the company's stock, valued at approximately $627,145,215.90. This represents a 3.92% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Kathleen Wilson-Thompson sold 25,731 shares of the firm's stock in a transaction on Wednesday, February 25th. The shares were sold at ...

Natixis Advisors LLC grew its position in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 4.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,364,408 shares of the wireless technology company's stock after acquiring an additional 63,373 shares during the quarter. Natixis Advisors LLC owned about 0.13% of Qualcomm worth $226,983,000 at the end of the most recent reporting period. A number of other large investors have also recently made changes to their positions in QCOM. Brighton Jones LLC lifted its stake in Qualcomm by 116.6% in the fourth quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company's stock worth $2,666,000 after purchasing an additional 9,343 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in shares of Qualcomm by 15.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company's stock valued at $391,000 after buying an additional 340 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Qualcomm by 44.3% in the second quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company's stock worth $530,000 after buying an additional 1,020 shares during the period. Modera Wealth Management LLC raised its holdings in shares of Qualcomm by 2.6% in the second quarter. Modera Wealth Management LLC now owns 15,765 shares of the wireless technology company's stock worth $2,511,000 after buying an additional 402 shares during the period. Finally, Atlas Legacy Advisors LLC lifted its stake in shares of Qualcomm by 8.9% during the 2nd quarter. Atlas Legacy Advisors LLC now owns 1,863 shares of the wireless technology company's stock worth $297,000 after acquiring an additional 152 shares during the last quarter. 74.35% of the stock is owned by hedge funds and other institutional investors. Ge...

Prudent Investors Network Inc. bought a new position in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 3,313 shares of the electric vehicle producer's stock, valued at approximately $1,473,000. Tesla comprises about 0.4% of Prudent Investors Network Inc.'s portfolio, making the stock its 22nd biggest holding. A number of other institutional investors and hedge funds also recently added to or reduced their stakes in TSLA. Norges Bank purchased a new position in shares of Tesla during the 2nd quarter worth $11,839,824,000. Vanguard Group Inc. raised its holdings in Tesla by 1.8% in the 2nd quarter. Vanguard Group Inc. now owns 251,390,681 shares of the electric vehicle producer's stock valued at $79,856,764,000 after buying an additional 4,502,976 shares during the period. Amundi lifted its position in Tesla by 20.4% in the second quarter. Amundi now owns 20,194,152 shares of the electric vehicle producer's stock valued at $6,374,284,000 after buying an additional 3,422,270 shares during the last quarter. Jennison Associates LLC lifted its position in Tesla by 38.3% in the third quarter. Jennison Associates LLC now owns 10,909,666 shares of the electric vehicle producer's stock valued at $4,851,747,000 after buying an additional 3,021,550 shares during the last quarter. Finally, Geode Capital Management LLC boosted its stake in Tesla by 2.0% during the second quarter. Geode Capital Management LLC now owns 64,767,993 shares of the electric vehicle producer's stock worth $20,480,477,000 after buying an additional 1,269,304 shares during the period. Hedge funds and other institutional investors own 66.20% of the company's stock. Get Tesla alerts: Sign Up Insider Buying and Selling In related news, Director James R. Murdoch sold 60,000 shares of the business's stock in a transaction on Friday, January 2nd. The stock was sold...

在过去三年里，AI服务器市场的叙事逻辑高度单一：谁拥有更多的GPU，谁就掌握了通往通用人工智能（AGI）的钥匙。 然而，随着AI应用从简单的聊天机器人升级为能自动执行复杂流程的“代理AI”（Agentic AI），数据中心的底层算力需求正在发生本质性的“剧变”。 据追风交易台消息，汇丰证券在最新发布的深度行业报告中指出， 一个“算力再平衡”的时代已经开启，CPU正重新成为AI数据中心的决策枢纽。 从“聊天”到“干活”：代理AI引发的算力地震 早期的AI模型主要依赖大规模GPU进行并行计算，即我们常说的“暴力美学”。但代理AI的工作流则完全不同，它是一个“超级编排者”。 汇丰研报指出， 代理AI不仅需要输出内容，还需要通过检索增强生成（RAG）、访问外部API（如邮件系统、网页搜索、协同办公软件）来完成任务。这些工作涉及大量的逻辑分支、任务同步和多线程处理。 对比数据显示，在代理AI任务中，GPU的并行优势会被削弱，而CPU在多任务处理上的灵活性使其大放异彩。 根据康奈尔大学的最新研究， Agentic AI工作流中约44%的算力依赖CPU，这比传统AI工作流的CPU占比高出3-4倍。CPU不再仅仅是系统的“辅助者”，而成了算力引擎中不可或缺的“大脑”。 为何服务器出货预期持续飙升？供给远小于需求 这种结构性的算力需求变化，直接转化为对服务器出货量的强劲支撑。 汇丰证券 将2026年全球服务器出货量的同比增长基准预期大幅上调至20%（原为4%），这一预测远超市场普遍预期的10%-15%。更为惊人的是，汇丰认为市场的“潜在需求”甚至高达60%。 为什么市场没有完全兑现这些需求？ 主要原因在于供应链的“卡脖子”。报告强调， 目前CPU和DRAM内存供应缺口高达30%-40% ，SSD、电源芯片等核心组件也面临10%-30%的供给不足。 这意味着，未来两年全球服务器出货增长将是受限后的“挤牙膏式”释放，这种持续的供应短缺导致积压订单大量存在，不仅保障了2026-2027年的出货逻辑， 更让汇丰确信全球服务器增长周期有望延伸至2028年。 资本支出大爆发：《大漂亮法案》带来的“额外燃料” 支持这一轮硬件狂潮的，不仅是技术升级，还有政策红利。 根据汇丰的测算，随着美国《大漂亮法案（One Big Beautiful Bill Act）》的实施，企业购买数据中心资产（包括服务器）...

Korea Investment CORP reduced its position in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 38.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 520,387 shares of the wireless technology company's stock after selling 325,043 shares during the period. Korea Investment CORP's holdings in Qualcomm were worth $86,572,000 at the end of the most recent quarter. Get Qualcomm alerts: Sign Up Several other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC lifted its position in shares of Qualcomm by 116.6% during the 4th quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company's stock worth $2,666,000 after buying an additional 9,343 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of Qualcomm by 15.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company's stock worth $391,000 after buying an additional 340 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in shares of Qualcomm by 44.3% in the second quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company's stock valued at $530,000 after acquiring an additional 1,020 shares in the last quarter. Modera Wealth Management LLC grew its holdings in shares of Qualcomm by 2.6% in the second quarter. Modera Wealth Management LLC now owns 15,765 shares of the wireless technology company's stock valued at $2,511,000 after acquiring an additional 402 shares in the last quarter. Finally, Atlas Legacy Advisors LLC increased its position in shares of Qualcomm by 8.9% during the second quarter. Atlas Legacy Advisors LLC now owns 1,863 shares of the wireless technology company's stock valued at $297,000 after acquiring an additional 152 shares during the last quarter. 74.35...

Natixis Advisors LLC grew its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 5.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,603,909 shares of the information services provider's stock after buying an additional 201,548 shares during the period. Alphabet accounts for approximately 1.3% of Natixis Advisors LLC's holdings, making the stock its 9th biggest position. Natixis Advisors LLC's holdings in Alphabet were worth $877,732,000 at the end of the most recent quarter. Get Alphabet alerts: Sign Up Other hedge funds and other institutional investors have also recently modified their holdings of the company. Munich Reinsurance Co Stock Corp in Munich bought a new position in shares of Alphabet in the 3rd quarter worth about $82,212,000. Ameriflex Group Inc. boosted its stake in Alphabet by 134.6% during the third quarter. Ameriflex Group Inc. now owns 18,235 shares of the information services provider's stock worth $4,441,000 after acquiring an additional 10,461 shares in the last quarter. Angeles Wealth Management LLC grew its holdings in Alphabet by 0.8% in the third quarter. Angeles Wealth Management LLC now owns 41,222 shares of the information services provider's stock worth $10,040,000 after purchasing an additional 330 shares during the period. Baltimore Washington Financial Advisors Inc. increased its stake in shares of Alphabet by 0.9% during the third quarter. Baltimore Washington Financial Advisors Inc. now owns 221,391 shares of the information services provider's stock valued at $53,920,000 after purchasing an additional 2,009 shares in the last quarter. Finally, Blackston Financial Advisory Group LLC bought a new position in shares of Alphabet during the third quarter valued at approximately $266,000. 27.26% of the stock is owned by hedge funds and other institutional investors. Analyst Upgrades and Downgrades A number of b...

Natixis Advisors LLC grew its holdings in Tesla, Inc. (NASDAQ:TSLA - Free Report) by 4.8% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,786,543 shares of the electric vehicle producer's stock after acquiring an additional 81,332 shares during the period. Tesla comprises approximately 1.2% of Natixis Advisors LLC's holdings, making the stock its 11th biggest holding. Natixis Advisors LLC owned about 0.05% of Tesla worth $794,511,000 as of its most recent SEC filing. Get Tesla alerts: Sign Up Several other hedge funds and other institutional investors have also made changes to their positions in TSLA. Manning & Napier Advisors LLC acquired a new stake in Tesla in the 3rd quarter valued at $29,000. Westend Capital Management LLC acquired a new position in shares of Tesla during the third quarter worth about $32,000. Chapman Financial Group LLC purchased a new stake in shares of Tesla in the second quarter worth about $26,000. CoreFirst Bank & Trust acquired a new stake in shares of Tesla in the second quarter valued at about $30,000. Finally, ESL Trust Services LLC grew its stake in shares of Tesla by 1,900.0% in the second quarter. ESL Trust Services LLC now owns 100 shares of the electric vehicle producer's stock valued at $32,000 after buying an additional 95 shares in the last quarter. Institutional investors and hedge funds own 66.20% of the company's stock. Tesla Price Performance TSLA stock opened at $396.73 on Friday. The stock's 50 day moving average is $425.17 and its two-hundred day moving average is $423.32. Tesla, Inc. has a 52-week low of $214.25 and a 52-week high of $498.83. The company has a market capitalization of $1.49 trillion, a PE ratio of 367.34, a P/E/G ratio of 11.73 and a beta of 1.89. The company has a quick ratio of 1.77, a current ratio of 2.16 and a debt-to-equity ratio of 0.08. Tesla (NASDAQ:TSLA - Get Free Report) last released its earnings resu...

Rawpixel/iStock via Getty Images Market Brief – Markets Navigate Military Conflict It was a brutal week on Wall Street. The S&P 500 ( SPX ) finished at its lowest close since mid-December, logging a 2.0% loss, its largest weekly decline in nearly 5 months. It now sits 3.42% off its all-time high from January 27. The headline catalyst was unmistakably geopolitical. The U.S. and Israeli strikes on Iran over the prior weekend sent shockwaves through global markets on Monday morning. Oil markets told a more persistent story. Brent crude surged to $90 a barrel by Friday from roughly $70 before the strikes began. The potential squeeze on corporate margins and the reigniting of inflation fears weighed on outlooks. But to pin the week’s losses entirely on the Iran conflict would be a convenient oversimplification. Beneath the geopolitical noise, two structural fault lines were quietly widening. First, the labor market. Nonfarm payrolls fell by 92,000. We discuss this data more in the Key Catalyst section below. Second, and perhaps most underappreciated by retail investors, were accelerating cracks in private credit. Blackstone’s ( BX ) flagship $82 billion BCRED fund faced a record 7.9% redemption request. That is roughly $3.8 billion in a single quarter. In response, Blackstone lifted its usual 5% withdrawal cap and injected $400 million of its own capital to meet obligations. Blue Owl Capital separately ended regular quarterly liquidity payments in its flagship retail-facing private credit strategy. Blue Owl opted instead for periodic payouts funded by asset sales. Then on Friday, BlackRock’s $26 billion private credit fund began limiting withdrawals amid rising redemption requests. That trifecta of institutional stress that, taken together, evokes uncomfortable echoes of 2007’s early credit market fractures. So what actually drove the sell-off? The Iran conflict was the spark, but the kindling was already soaked. Weak employment data, a Fed paralyzed between stagflationa...

NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks with huge upside potential to buy according to Reddit. NVIDIA Corporation (NVDA) Halts China-bound H200 Output, Reuters Reports Reuters reported on March 5 that NVIDIA Corporation (NASDAQ:NVDA) has stopped production of its second-most advanced artificial intelligence chips, ​known as H200 chips, intended for ‌the Chinese market, according to a report by Financial Times. The report further stated that it has reallocated manufacturing capacity at ​chip contract maker TSMC away from ​making H200 chips to its next-generation ⁠Vera Rubin hardware. Reuters also reported that it could not immediately verify the report and that the two companies did not immediately respond to requests for comment. In another development, Wedbush lifted the price target on NVIDIA Corporation (NASDAQ:NVDA) to $300 from $230 on March 3, maintaining an Outperform rating on the shares and telling investors that although the fiscal Q4 acceleration in data center sales was impressive given the law of large numbers, it would call out Q1 2027 sales guidance in particular as being the highlight of the call. Wedbush believes this outlook was well in excess of prior buy-side expectations. NVIDIA Corporation (NASDAQ:NVDA) also announced on February 28 a commitment to build the world’s next generation of wireless networks on AI-native, open, secure, and trustworthy platforms, together with Booz Allen, BT Group, Cisco, Deutsche Telekom, Ericsson, MITRE, Nokia, OCUDU Ecosystem Foundation, ODC, SK Telecom, SoftBank Corp., and T-Mobile. It stated that the initiative reflects a shared commitment to ensure 6G infrastructure is open, intelligent, resilient, and accelerates innovation while safeguarding global trust. NVIDIA Corporation (NASDAQ:NVDA) further stated that the 6G wireless networks would become the fabric for physical AI, enabling billions of autonomous machines, sensors, robots, and vehicles while considerably increasing demands for securit...

NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks with huge upside potential to buy according to Reddit. NVIDIA Corporation (NVDA) Halts China-bound H200 Output, Reuters Reports Reuters reported on March 5 that NVIDIA Corporation (NASDAQ:NVDA) has stopped production of its second-most advanced artificial intelligence chips, ​known as H200 chips, intended for ‌the Chinese market, according to a report by Financial Times. The report further stated that it has reallocated manufacturing capacity at ​chip contract maker TSMC away from ​making H200 chips to its next-generation ⁠Vera Rubin hardware. Reuters also reported that it could not immediately verify the report and that the two companies did not immediately respond to requests for comment. In another development, Wedbush lifted the price target on NVIDIA Corporation (NASDAQ:NVDA) to $300 from $230 on March 3, maintaining an Outperform rating on the shares and telling investors that although the fiscal Q4 acceleration in data center sales was impressive given the law of large numbers, it would call out Q1 2027 sales guidance in particular as being the highlight of the call. Wedbush believes this outlook was well in excess of prior buy-side expectations. NVIDIA Corporation (NASDAQ:NVDA) also announced on February 28 a commitment to build the world’s next generation of wireless networks on AI-native, open, secure, and trustworthy platforms, together with Booz Allen, BT Group, Cisco, Deutsche Telekom, Ericsson, MITRE, Nokia, OCUDU Ecosystem Foundation, ODC, SK Telecom, SoftBank Corp., and T-Mobile. It stated that the initiative reflects a shared commitment to ensure 6G infrastructure is open, intelligent, resilient, and accelerates innovation while safeguarding global trust. NVIDIA Corporation (NASDAQ:NVDA) further stated that the 6G wireless networks would become the fabric for physical AI, enabling billions of autonomous machines, sensors, robots, and vehicles while considerably increasing demands for securit...

NVIDIA Corporation (NVDA) Halts China-bound H200 Output, Reuters Reports finance.yahoo.com

Natixis Advisors LLC boosted its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 0.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 2,458,691 shares of the semiconductor company's stock after buying an additional 7,304 shares during the quarter. Taiwan Semiconductor Manufacturing makes up approximately 1.0% of Natixis Advisors LLC's holdings, making the stock its 14th largest holding. Natixis Advisors LLC's holdings in Taiwan Semiconductor Manufacturing were worth $686,688,000 as of its most recent filing with the SEC. Get TSM alerts: Sign Up Other hedge funds and other institutional investors also recently made changes to their positions in the company. Brighton Jones LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% during the fourth quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock valued at $2,159,000 after acquiring an additional 1,892 shares during the period. Ignite Planners LLC increased its position in Taiwan Semiconductor Manufacturing by 4.7% in the second quarter. Ignite Planners LLC now owns 2,610 shares of the semiconductor company's stock worth $627,000 after purchasing an additional 116 shares during the period. Resona Asset Management Co. Ltd. acquired a new stake in Taiwan Semiconductor Manufacturing in the second quarter worth about $302,000. Ethos Financial Group LLC bought a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter worth about $269,000. Finally, Savant Capital LLC raised its holdings in Taiwan Semiconductor Manufacturing by 51.8% during the 2nd quarter. Savant Capital LLC now owns 23,290 shares of the semiconductor company's stock worth $5,275,000 after purchasing an additional 7,944 shares during the last quarter. 16.51% of the stock is owned by institutional investors and hedge funds. Key Headlines Impacting Taiwan Semiconduc...

伊朗称其六成导弹和无人机火力指向中东的美国目标 2026-03-08 20:10:53 来源： 同花顺7x24快讯 分享 文章提及标的 无人机 -- 总台记者获悉，当地时间3月8日，伊朗伊斯兰革命卫队发言人表示，伊朗60%的导弹和无人机（885564）火力指向美国在该地区的基地和战略利益，40%指向以色列的目标。(央视新闻)

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best stocks with huge upside potential to buy according to Reddit. Advanced Micro Devices, Inc. (NASDAQ:AMD) announced on March 2 the expansion of the Ryzen™ AI portfolio with the launch of the AMD Ryzen™ AI 400 Series and Ryzen™ AI PRO 400 Series desktop processors. Management stated that the new processors are capable of delivering powerful on-device AI acceleration and next-generation performance, allowing users to run AI applications and LLMs locally and tackle compute-intensive applications. This includes those for design and engineering, with ease. Advanced Micro Devices, Inc. (NASDAQ:AMD) further reported that it is also expanding the Ryzen AI 400 Series mobile portfolio to include workstations. Equipped with these additions, the Ryzen AI 400 Series processors enable original equipment manufacturers to provide next-gen AI PCs across high-performance desktops, laptops, and mobile workstations optimized for modern workloads. Management stated that the Ryzen AI 400 Series processors are the first for next-generation desktop AI PCs supporting Microsoft Copilot+ PC experiences. They feature a neural processing unit and offer up to 50 TOPS of AI compute. Advanced Micro Devices, Inc. (NASDAQ:AMD) is a global semiconductor company focused on high-performance computing, visualization technologies, and graphics. While we acknowledge the potential of AMD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Follow Insider Monkey on Google News.

Azerbaijan's "Multi-Vector Alignment" Poses A Serious Challenge To Russia Authored by Andrew Korybko, The “Trump Route for International Peace and Prosperity” is poised to become a military-logistics corridor for expanding NATO influence along Russia’s southern periphery and could thus force Putin into the zero-sum dilemma of accepting this or authorizing military action in an attempt to preempt it. Valdai Club Programme Director Timofei Bordachev recently published an insightful piece asking whether former Soviet Republics are moving “ Towards Genuine Multi-Vector Alignment? ” This is described as “systematic efforts to create and maintain, insofar as possible, balanced and mutually beneficial relations with different global centres of power and regional actors, without obvious orientation towards any single bloc, and relying on tactical maneuvering to ensure security and achieve core development goals.” He claims that “The fact that this habit began to take shape (among the post-Soviet states) through opposition to traditional Russian influence could be regarded as an ‘inevitable evil’ which, in essence, could not inflict truly fundamental damage on Russia…Today, however, the management of multi-vector alignment may confront Russia’s neighbours—and, one step further, Russia itself—with new challenges.” These include US coercion and “a readiness to significantly enhance one’s status in regional affairs.” Bordachev didn’t name any of the post-Soviet states other than Russia in his article, but the argument can be made that his concerns are most relevant with respect to Azerbaijan. Its decision to replace Russian mediation with Armenia with American mediation, agree last August to the “Trump Route for International Peace and Prosperity” ( TRIPP ) which replaces Russia’s envisaged regional corridor and role therein, and the outcome of Vance’s recent trip there collectively pose a serious challenge to Russia. All of these moves are framed by Azerbaijan as part of what ...

It's impossible to definitively label any stock as an easy wealth builder. All investments carry risk -- that's kind of the whole point of investing -- and past performance can't guarantee future results. That being said, some stocks are better bets than others. If you're looking for low-effort stocks that should do just fine if you forget to check up on them for a few years, you should take a closer look at Amazon.com (NASDAQ: AMZN), Visa (NYSE: V), and Johnson & Johnson (NYSE: JNJ). This trio of familiar household names should let you build wealth for decades to come -- without ever losing sleep over their business prospects. You'll never find a more intriguing and diverse gathering of wealth-building characters. We must be cautious. Amazon's dual strengths: E-commerce and cloud computing Amazon is a giant and a veteran in the e-commerce space. With $484 billion of retail net sales in 2023, the company stands on a massive financial foundation. 72.8% of last year's sales came from the North American segment, leaving lots of room for international expansion. Its robust e-commerce business provides long-term stability, ensuring a steady stream of revenue in a variety of economic landscapes. And this essential business continues to gain market share, both from bricks-and-mortar retailers and other e-commerce names. Complementing this base is the hugely profitable Amazon Web Services (AWS) service, which plays a crucial role in the company's growth. AWS was one of the first cloud computing platforms on the market and remains in pole position nearly two decades later. Positioned at the forefront of the generative AI boom, AWS should thrive in the coming years. Despite its lack of dividends and very limited share buybacks, Amazon's strong growth trajectory and innovative spirit make it an attractive long-term investment. The combination of a stable e-commerce foundation and the explosive growth potential of AWS gives Amazon the power to build investor wealth over the lon...

Natixis Advisors LLC grew its holdings in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 15.1% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,291,151 shares of the company's stock after purchasing an additional 169,607 shares during the quarter. Natixis Advisors LLC owned about 0.05% of Palantir Technologies worth $235,532,000 as of its most recent filing with the SEC. Get Palantir Technologies alerts: Sign Up A number of other institutional investors have also made changes to their positions in the business. Bare Financial Services Inc boosted its stake in Palantir Technologies by 54.5% during the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company's stock valued at $28,000 after purchasing an additional 55 shares during the period. Financial Consulate Inc. bought a new position in Palantir Technologies in the 3rd quarter worth approximately $30,000. Retirement Wealth Solutions LLC acquired a new position in shares of Palantir Technologies during the third quarter worth approximately $31,000. Flagship Wealth Advisors LLC bought a new stake in shares of Palantir Technologies in the third quarter valued at approximately $32,000. Finally, Marquette Asset Management LLC bought a new stake in shares of Palantir Technologies in the third quarter valued at approximately $34,000. 45.65% of the stock is currently owned by institutional investors. Key Stories Impacting Palantir Technologies Here are the key news stories impacting Palantir Technologies this week: Palantir Technologies Stock Performance Shares of Palantir Technologies stock opened at $157.16 on Friday. The firm has a market cap of $375.88 billion, a P/E ratio of 249.46, a price-to-earnings-growth ratio of 3.02 and a beta of 1.70. The firm's 50-day simple moving average is $155.48 and its 200-day simple moving average is $168.99. Palantir Technologies Inc. has a twelve month low of $66.12 and a twelve month high of...

Broadcom Inc. (NASDAQ:AVGO) is one of the best stocks with huge upside potential to buy according to Reddit. RBC Capital Cuts PT on Broadcom Inc. (AVGO) to $340 From $370 - Here's Why On March 2, RBC Capital cut the price target on Broadcom Inc. (NASDAQ:AVGO) to $340 from $370 while maintaining a Sector Perform rating on the shares. The rating update came ahead of the company’s fiscal Q1 results, with the firm stating that it expects Broadcom Inc. (NASDAQ:AVGO) to report a beat/raise driven by strong TPU/Networking demand. However, it also added that while it is not overly concerned about competition from MediaTek, the sustainability of Anthropic demand beyond the first half of FY27 looks less clear, especially given Anthropic’s agreement with Microsoft and Nvidia. The rating update came the same day Broadcom Inc. (NASDAQ:AVGO) unveiled the future of VMware Telco Cloud Platform, a private cloud platform for telco data centers. Management stated that built on VMware Cloud Foundation 9 with its own additional telco-specific capabilities, VMware Telco Cloud Platform 9 will empower telcos with a unified and horizontal infrastructure foundation for several purposes, including attaining an estimated five-year cumulative TCO savings of 40% compared to siloed architectures, and several others. Broadcom Inc. (NASDAQ:AVGO) is a leading multinational technology company specializing in semiconductor and infrastructure software products. Its semiconductor and semiconductor-based solutions serve markets across networking connectivity, broadband, servers and storage systems, wireless device connectivity, and industrial. The company’s infrastructure software solutions serve markets including cybersecurity, private cloud, mainframe software, enterprise software, and Fibre Channel storage area network management. While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for ...

Broadcom Inc. (NASDAQ:AVGO) is one of the best stocks with huge upside potential to buy according to Reddit. RBC Capital Cuts PT on Broadcom Inc. (AVGO) to $340 From $370 - Here's Why On March 2, RBC Capital cut the price target on Broadcom Inc. (NASDAQ:AVGO) to $340 from $370 while maintaining a Sector Perform rating on the shares. The rating update came ahead of the company’s fiscal Q1 results, with the firm stating that it expects Broadcom Inc. (NASDAQ:AVGO) to report a beat/raise driven by strong TPU/Networking demand. However, it also added that while it is not overly concerned about competition from MediaTek, the sustainability of Anthropic demand beyond the first half of FY27 looks less clear, especially given Anthropic’s agreement with Microsoft and Nvidia. The rating update came the same day Broadcom Inc. (NASDAQ:AVGO) unveiled the future of VMware Telco Cloud Platform, a private cloud platform for telco data centers. Management stated that built on VMware Cloud Foundation 9 with its own additional telco-specific capabilities, VMware Telco Cloud Platform 9 will empower telcos with a unified and horizontal infrastructure foundation for several purposes, including attaining an estimated five-year cumulative TCO savings of 40% compared to siloed architectures, and several others. Broadcom Inc. (NASDAQ:AVGO) is a leading multinational technology company specializing in semiconductor and infrastructure software products. Its semiconductor and semiconductor-based solutions serve markets across networking connectivity, broadband, servers and storage systems, wireless device connectivity, and industrial. The company’s infrastructure software solutions serve markets including cybersecurity, private cloud, mainframe software, enterprise software, and Fibre Channel storage area network management. While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for ...

RBC Capital Cuts PT on Broadcom Inc. (AVGO) to $340 From $370 – Here’s Why finance.yahoo.com

The Great Britain mixed wheelchair curling team suffered a heartbreaking 5-4 loss to 2022 Winter Paralympic bronze medallists Canada in their third round-robin match in Milan-Cortina. The team of Karen Aspey, Austin McKenzie, Stewart Pimblett and Hugh Nibloe led 4-2 going into the final end but failed to execute their last stones and Canada, who had the last-stone advantage, picked up the three they needed to secure victory. At the Para-snowboarding, Britain's Davy Zyw was taken to hospital as a precaution after a fall during his Snowboard Cross UL (upper-limb) pre-heat. The 38-year-old from Edinburgh is believed to be the first snowsport athlete with motor neurone disease to compete at the Games. Team-mate James Barnes-Miller paid the price for a poor opening to his quarter-final in the same division and failed to advance. "I messed up at the start," he told BBC Sport. "I was trying to chase back down and I messed up at another corner. It wasn't the cleanest, which was a shame because I qualified really well yesterday and it felt good in practice."

TSLY paid out more than $10.78 in distributions in 2024 alone, with an annualized yield cited as high as 75.31%. Generating that income requires a covered call structure that caps upside and leaves downside fully exposed, and understanding that tradeoff is what separates investors who use this fund correctly from those who get hurt by ... YieldMax’s TSLA Option Income ETF Has a 60%+ Yield And a Track Record That Should Terrify You

alexsl Despite a relatively light earnings calendar, the upcoming earnings week will offer investors a broad look across multiple sectors, from technology and EVs to retail, mining, and biotech, as several notable companies report results. Market participants will watch updates from Chinese EV makers such as NIO Inc. ( NIO ) and Li Auto Inc. ( LI ), alongside enterprise tech leaders including Oracle ( ORCL ), Adobe ( ADBE ), and Hewlett Packard Enterprise ( HPE ), as investors assess demand trends in cloud, AI, and enterprise software. Automation platform provider UiPath ( PATH ) and cybersecurity firm SentinelOne ( S ) will also draw attention for insights into corporate technology spending. Elsewhere, clean-energy and alternative fuel stocks such as FuelCell Energy ( FCEL ), Ballard Power Systems ( BLDP ), and AeroVironment ( AVAV ) are expected to provide updates on project pipelines and demand trends. Industrial and additive manufacturing player 3D Systems Corporation ( DDD ) will also be in focus as investors evaluate the pace of recovery in advanced manufacturing. In commodities and precious metals, results from Wheaton Precious Metals ( WPM ), Franco-Nevada Corporation ( FNV ), and Uranium Energy ( UEC ) will offer insight into the resource sector amid fluctuating metal prices and ongoing demand for energy transition materials. The consumer space will also be active, with retailers such as Dollar General Corporation ( DG ), Ulta Beauty ( ULTA ), DICK'S Sporting Goods ( DKS ), Kohl's Corporation ( KSS ), and apparel subscription company Stitch Fix ( SFIX ) reporting results that could shed light on consumer spending patterns. Food producer The Campbell's Company ( CPB ) will provide another perspective on staple demand and pricing. Meanwhile, shipping operator ZIM Integrated Shipping Services ( ZIM ), homebuilder Lennar ( LEN ), automaker Volkswagen AG ( VWAGY ), and fintech platforms such as Futu Holdings Limited ( FUTU ) and OppFi ( OPFI ) will provide addit...