The Trump administration may announce an economic deal with Cuba soon, USA Today reports citing two unidentified people with knowledge of the plans. Deal could include an easing of Americans’ ability to travel to Havana, USA Today says
The Trump administration may announce an economic deal with Cuba soon, USA Today reports citing two unidentified people with knowledge of the plans. Deal could include an easing of Americans’ ability to travel to Havana, USA Today says
Key Points Cybersecurity stocks have plummeted recently amid investor concerns about AI disruption. Palo Alto Networks is utilizing AI to improve its security tools, and the company has impressive profits. Microsoft is a quiet cybersecurity behemoth with 1.6 million security customers and a vast array of tools that keep customers locked into its ecosystem. 10 stocks we like better than Palo Alto N...
Key Points Cybersecurity stocks have plummeted recently amid investor concerns about AI disruption. Palo Alto Networks is utilizing AI to improve its security tools, and the company has impressive profits. Microsoft is a quiet cybersecurity behemoth with 1.6 million security customers and a vast array of tools that keep customers locked into its ecosystem. 10 stocks we like better than Palo Alto Networks › Many investors have shunned cybersecurity stocks over the past year or so as they've tried to assess how the companies will be impacted by artificial intelligence (AI). Evaluating companies and the markets they serve is a wise strategy, but with many cybersecurity stocks plunging recently, some investors have shifted more into panic mode than simple evaluation. That's opened up some buying opportunities for long-term investors. Here are two cybersecurity stocks that may be worth snatching up now after investors were too eager to hit the sell button. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » 1. AI is accelerating Palo Alto's security business Palo Alto Networks (NASDAQ: PANW) is an established cybersecurity company that's made some big moves to shore up its position in the market, including its $25 billion purchase of CyberArk last year to get the company's top-notch identity and access management security features. Palo Alto is also looking to AI for growth. Palo Alto CEO Nikesh Arora said last month that the company saw "continued strength in platformizations, a trend that is accelerating due to AI -- customers are keen to both modernize and normalize their cybersecurity stack, aligning them to our approach." Arora added that as more customers adopt AI security, the company "will be a long term trend." The company's Prisma AIRS artificial intelligence security platform has become a popula...
vadishzainer How the recent oil spike impacts U.S. growth depends on the extent of transportation disruptions through the Strait of Hormuz, according to Goldman Sachs Research economists Jessica Rindels and Pierfrancesco Mei. “History suggests that oil price spikes driven by geopolitical shocks can be short-lived if markets gain confidence that supply disruptions will be temporary,” they said. The...
vadishzainer How the recent oil spike impacts U.S. growth depends on the extent of transportation disruptions through the Strait of Hormuz, according to Goldman Sachs Research economists Jessica Rindels and Pierfrancesco Mei. “History suggests that oil price spikes driven by geopolitical shocks can be short-lived if markets gain confidence that supply disruptions will be temporary,” they said. They estimate that "each $10 per barrel increase in oil prices would reduce U.S. economic growth this year by about 0.1 percentage point (on a fourth-quarter over fourth-quarter basis) if prices stabilize at a higher level." "Higher oil prices weigh on households’ disposable income, which in turn limits their spending." Seeking Alpha More on United States Oil Fund LP ETF, United States Brent Oil Fund LP ETF U.S. Energy Chokehold: How Interventions In Venezuela And Iran Are Reshaping China's Growth Outlook Oil Could Crash The S&P 500 Or Send It To 7,500 How The Mideast War Impacts Oil, Gas, And U.S. Stocks Is Putin the big winner in the Iran conflict? U.S., Israel weigh sending special forces into Iran - Axios
Key Points C3.ai had terrible earnings last quarter. The business is losing money as revenue collapses. Compared to a competitor like Palantir, C3.ai is losing the race in the enterprise AI market. 10 stocks we like better than C3.ai › Shares of C3.ai (NYSE: AI) fell an astonishing 27.8% in February, according to data from S&P Global Market Intelligence. A company that markets itself as an enterpr...
Key Points C3.ai had terrible earnings last quarter. The business is losing money as revenue collapses. Compared to a competitor like Palantir, C3.ai is losing the race in the enterprise AI market. 10 stocks we like better than C3.ai › Shares of C3.ai (NYSE: AI) fell an astonishing 27.8% in February, according to data from S&P Global Market Intelligence. A company that markets itself as an enterprise artificial intelligence (AI) operator, the business is clearly not benefiting from the AI revolution so far, as revenue has begun to move in the wrong direction, alongside terrible profit margins. The stock is down over 90% from its highs set right after it went public in late 2020. Here's why the stock was falling in February, and whether you should finally buy the dip on C3.ai stock for your portfolio. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Collapsing revenue, huge cash burn Management pitches C3.ai as a similar player to Palantir Technologies, selling custom AI services to enterprises to help them become better at what they do. The problem is, it doesn't seem to be very good at it. Revenue was a measly $53 million last quarter, down from $99 million in the same period a year ago. We are supposedly in a revolution of AI applications taking over the world, and yet C3.ai's revenue has almost been cut in half compared to a year prior. This shows that customers are not taking to its custom software products, leading to contract non-renewals. The company is unsurprisingly highly unprofitable. Operating loss was $140 million last quarter, more than double topline revenue. Free cash flow was negative $126 million over the last twelve months, which is going to eat into cash reserves on the balance sheet. Should you buy the dip? A true AI company like Palantir can grow while generating solid profits...
Escalating hostilities in the Middle East and widening stress on oil shipping and infrastructure had global investors braced for more turbulence when trading resumes Sunday. As Asia markets reopened, the dollar — a beneficiary of the crisis so far because of its haven status — was slightly higher against major peers early in Sydney. Stock future and bond markets open at 6 p.m. New York time. With ...
Escalating hostilities in the Middle East and widening stress on oil shipping and infrastructure had global investors braced for more turbulence when trading resumes Sunday. As Asia markets reopened, the dollar — a beneficiary of the crisis so far because of its haven status — was slightly higher against major peers early in Sydney. Stock future and bond markets open at 6 p.m. New York time. With the conflict now in its second week, energy disruptions remained the presiding worry after the United Arab Emirates and Kuwait joined Iraq in reducing oil production as storage filled up and tankers continued to avoid the critical Strait of Hormuz. Brent crude climbed some 30% last week — its biggest jump in six years — leaving it above $90 a barrel. “Markets had held up better than you might expect through the initial shock, but damage to oil infrastructure changes the equation,” said Dave Mazza , chief executive officer at Roundhill Financial. “This is no longer just about Hormuz being effectively shut, it is about supply disruption spreading deeper into the region, and that is the kind of shift that can push already-nervous investors to take more risk off the table.” Overnight Sunday, Iran pressed attacks on Mideast neighbors, pushing the war into a ninth day, while Israel struck fuel depots in Tehran and threatened the Islamic Republic’s power grid. President Donald Trump warned the US would consider targeting areas that weren’t previously aimed for. The attacks will continue “until they surrender or, more likely, completely collapse!” he said in a social media post. Selling swept across regions and asset classes last week as the geopolitical flareup added fresh stress to markets that are already under pressure from AI disruptions and worries about the potential for cracks in credit markets. US bonds dropped the most since last year’s “Liberation Day” tariffs rout, and the S&P 500 suffered its largest weekly loss since October. Emerging-market equities slid more, postin...
Nvidia (NVDA 2.94%), Alphabet, Apple, Microsoft, Amazon, Meta Platforms (META 2.33%), and Tesla -- collectively known as the "Magnificent Seven" -- have produced monster gains for long-term investors. But all seven stocks have lost value so far in 2026 -- and that should merit some attention from investors on the lookout for opportunities. Nvidia and Meta Platforms -- in particular -- are compelli...
Nvidia (NVDA 2.94%), Alphabet, Apple, Microsoft, Amazon, Meta Platforms (META 2.33%), and Tesla -- collectively known as the "Magnificent Seven" -- have produced monster gains for long-term investors. But all seven stocks have lost value so far in 2026 -- and that should merit some attention from investors on the lookout for opportunities. Nvidia and Meta Platforms -- in particular -- are compelling valued based on a key metric. Here's why both growth stocks are selling off, and some context to help you decide which one could be the better buy for you in March. Why forward P/E matters The price-to-earnings (P/E) ratio is one of the most popular metrics for evaluating stocks. And for good reason, as it's simply the price of the stock divided by earnings per share. Companies with clear ways to deploy capital effectively deserve premium valuations. A company like Coca-Cola can expand into new markets and acquire or develop new beverage lines. But it doesn't have nearly as many levers to pull to accelerate earnings growth compared to a company like Amazon -- which plays in so many different end markets. The forward P/E ratio rewards companies by dividing the stock price by analyst consensus earnings estimates for the next year. For example, Nvidia has a 37.2 P/E compared to 29.6 for the S&P 500, but just a 22.1 forward P/E compared to 23.6 for the S&P 500. Similarly, Meta Platforms is also slightly cheaper than the S&P 500 based on forward earnings. Granted, forward P/E can inflate a stock's value if a company misses on earnings. And investors who are buying stocks and planning to hold them over the long term likely care more about a company's earnings over several years, if not decades, rather than what they are today. A top AI infrastructure play Nvidia is by far the best Magnificent Seven stock for investors who believe the company can sustain earnings growth even close to its current rate. For its fiscal 2026 -- which was the 12 months ended Jan. 25, 2026 -- the com...
MicroStockHub/E+ via Getty Images Investment Approach Fidelity® Floating Rate High Income Fund is a diversified leveraged-loan strategy focused on investing primarily in loans that banks have made to non-investment-grade companies. We apply a core investment approach, with the majority of the fund concentrated in securities rated B and BB – the heart of the leveraged-loan market – and below-benchm...
MicroStockHub/E+ via Getty Images Investment Approach Fidelity® Floating Rate High Income Fund is a diversified leveraged-loan strategy focused on investing primarily in loans that banks have made to non-investment-grade companies. We apply a core investment approach, with the majority of the fund concentrated in securities rated B and BB – the heart of the leveraged-loan market – and below-benchmark exposure to the more opportunistic, lower-rated (CCC or below) credit tiers. In particular, we seek companies with strong balance sheets and collateral coverage, high free cash flow, manageable capital structures and improving credit profiles. In doing so, we take a longer-term investment outlook, with an eye to where we are in the credit cycle. We strive to uncover these companies through in-depth fundamental credit analysis, working in concert with Fidelity's high-income and global research teams, with the goal of achieving competitive risk-adjusted returns over a full credit cycle. Performance Summary Cumulative Annualized 3 Month YTD 1 Year 3 Year 5 Year 10 Year/ LOF 1 Fidelity Floating Rate High Income Fund Gross Expense Ratio: 0.73% 2 1.27% 5.43% 5.43% 8.80% 6.26% 5.51% Morningstar LSTA US Performing Loans 1.30% 6.01% 6.01% 9.58% 6.60% 6.02% Morningstar Fund Bank Loan 1.10% 5.19% 5.19% 8.53% 5.39% 4.74% % Rank in Morningstar Category (1% = Best) -- -- 48% 38% 14% 6% # of Funds in Morningstar Category -- -- 215 212 201 173 Click to enlarge 1 Life of Fund (LOF) if performance is less than 10 years. Fund inception date: 08/16/2000. 2 This expense ratio is from the most recent prospectus and generally is based on amounts incurred during the most recent fiscal year, or estimated amounts for the current fiscal year in the case of a newly launched fund. It does not include any fee waivers or reimbursements, which would be reflected in the fund's net expense ratio. Past performance is no guarantee of future results. Investment return and principal value of an investment w...
What's next for Netflix ( NFLX ) now that Warner Bros. Discovery ( WBD ) has scrapped their merger in favor of a deal with Paramount Skydance ( PSKY )? Seeking Alpha analysts Justin Purohit and Eugenio Catone weigh in. Justin Purohit : With the Warner Bros. ( WBD ) deal off, Netflix ( NFLX ) will first see a nice payday from +$2.8B in termination fees. The streaming mainstay perhaps may even regai...
What's next for Netflix ( NFLX ) now that Warner Bros. Discovery ( WBD ) has scrapped their merger in favor of a deal with Paramount Skydance ( PSKY )? Seeking Alpha analysts Justin Purohit and Eugenio Catone weigh in. Justin Purohit : With the Warner Bros. ( WBD ) deal off, Netflix ( NFLX ) will first see a nice payday from +$2.8B in termination fees. The streaming mainstay perhaps may even regain investor confidence as it can now maintain a sharper focus on its pure-play streaming model. In my view, NFLX's decision to walk away puts a stamp on the view that the WBD deal was optional, not essential. I believe NFLX's focus will now shift back to scaling ads, expanding margins, and proving long-term growth doesn’t require megadeals. Eugenio Catone : I was personally thrilled about the Warner Bros. Discovery ( WBD ) acquisition, but in the end, Netflix’s ( NFLX ) decision of not raising the offer was probably the best choice. WBD franchises have huge potential, but everything has a price, and an $83B offer was more than enough. Netflix doesn’t desperately need to purchase content; it can produce it by itself. Netflix's platform is more appreciated than ever, and the company has already stated that in 2026 it will invest $20B in quality films and series, on top of expanding entertainment offerings such as live sports, events, and award shows. Netflix doesn’t need WBD to grow; it can do it on its own, as proven over the last decade. Plus, the missed acquisition has restored the buyback plan, something that is boosting its price per share. Overall, the WBD missed acquisition is not generating any regret. If anything, it's the opposite. Top Movies & Entertainment Stocks Top Broadcasting Stocks More on Netflix, Warner Bros. Discovery, etc. Netflix: Extended Gains Seem Likely Warner Bros. Discovery And Paramount Skydance: A Lower-Risk Arb Play And A Leveraged Bet Netflix, Inc. (NFLX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Insider T...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Nvidia (NasdaqGS:NVDA) has halted production of its H200 AI chips for the Chinese market. Manufacturing capacity is being redirected to its next generation Vera Rubin AI platform. The shift is tied to tighter export rules for China and stronger demand from other regions for advan...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Nvidia (NasdaqGS:NVDA) has halted production of its H200 AI chips for the Chinese market. Manufacturing capacity is being redirected to its next generation Vera Rubin AI platform. The shift is tied to tighter export rules for China and stronger demand from other regions for advanced AI hardware. This represents a key reset of Nvidia's China focused hardware plans and a refocus on markets with fewer regulatory constraints. Nvidia, traded as NasdaqGS:NVDA, is a major provider of GPUs and AI accelerators that sit at the core of many data center and AI infrastructure builds. The move away from China focused H200 chips toward the Vera Rubin platform highlights how central AI compute has become for cloud providers, enterprises, and governments that are building out large scale AI capacity. For you as an investor, this decision sits at the intersection of regulation, supply chains, and global AI hardware demand. Looking ahead, the Vera Rubin platform may be an important reference point when you assess how Nvidia allocates capacity, manages product cycles, and positions itself across regions with different export rules. The shift away from China oriented H200 supply toward Vera Rubin also gives you another lens to think about where Nvidia may focus future AI infrastructure support and where potential bottlenecks or new opportunities could appear. Stay updated on the most important news stories for NVIDIA by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on NVIDIA. NasdaqGS:NVDA Earnings & Revenue Growth as at Mar 2026 We've flagged 2 risks for NVIDIA. See which could impact your investment. Nvidia halting China focused H200 production in favor of its Vera Rubin platform looks less like a retreat and more like a reset of where it wants scarce capacity to go. Management has already indicated that i...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. U.S. lawmakers are scrutinizing Intel’s testing of ACM Research chipmaking equipment tied to China, raising national security questions. At the same time, Intel (NasdaqGS:INTC) is forming new alliances in AI native 6G with Ericsson, cloud with Viettel, and confidential computing with ...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. U.S. lawmakers are scrutinizing Intel’s testing of ACM Research chipmaking equipment tied to China, raising national security questions. At the same time, Intel (NasdaqGS:INTC) is forming new alliances in AI native 6G with Ericsson, cloud with Viettel, and confidential computing with Infosys. The combination of federal attention on China linked activity and new global tech partnerships is putting Intel’s role in core infrastructure back in focus. For you as an investor, this comes at a time when chipmakers are central to AI, cloud data centers, and telecom networks. Intel’s business spans CPUs, accelerators, networking, and foundry services, so any scrutiny of suppliers it works with can matter for how it manages compliance and operational risk. At the same time, the alliances with Ericsson, Viettel, and Infosys point to Intel’s push into AI ready networks, cloud services, and secure computing. The tension between growing international partnerships and closer U.S. oversight is likely to be an important theme to watch around NasdaqGS:INTC. Stay updated on the most important news stories for Intel by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Intel. NasdaqGS:INTC Earnings & Revenue Growth as at Mar 2026 2 things going right for Intel that this headline doesn't cover. The ACM Research scrutiny and the new alliances pull Intel in two directions that matter for you as a shareholder. On one side, lawmakers are questioning whether testing China linked equipment inside Intel plants could expose sensitive process know how. Even if Intel insists the tools are not used in production, this kind of federal attention can translate into tighter compliance workloads, possible restrictions on certain suppliers, and more time from senior management consumed by oversight issues. On the other side, the Eri...
US Energy Chief Says Oil 'Fear Premium' Over Iran Is Temporary, Says Prices To Fall In 'Weeks, Not Months' Energy Secretary Chris Wright made the rounds on network TV Sunday to reassure viewers that the sharp rise in oil and gas prices due to the Iran war - which Trump has no problem sticking US consumers with for a while - would prove short-lived, and has downplayed the spike as a transient "fear...
US Energy Chief Says Oil 'Fear Premium' Over Iran Is Temporary, Says Prices To Fall In 'Weeks, Not Months' Energy Secretary Chris Wright made the rounds on network TV Sunday to reassure viewers that the sharp rise in oil and gas prices due to the Iran war - which Trump has no problem sticking US consumers with for a while - would prove short-lived, and has downplayed the spike as a transient "fear premium" vs. a fundamental supply issue. In conversations to CBS, CNN, and Fox News, wright emphasized that global energy markets remain well-supplied despite disruptions to tanker traffic through the Strait of Hormuz - the narrow waterway that carries roughly one-fifth of the world’s seaborne crude. " This is a disruption on the way to a much better place to end a 47-year war against America ," he told Fox. "The world is not short of oil today or natural gas," Wright told CBS' "Face the Nation," adding "You’re seeing a little bit of fear premium in the marketplace." Energy Secretary Chris Wright says that the war with Iran, which is pushing up oil and gasoline prices, will last for “weeks, not months,” even in a worst case. On gas prices, he says that “they shouldn't go much higher than they are here because the world is very well supplied… pic.twitter.com/HYOZqeHon3 — Face The Nation (@FaceTheNation) March 8, 2026 Wright also projected that gasoline prices could fall below $3 per gallon "relatively soon," and that any worst-case disruption would only last "weeks, not months" - a line he gave to both CBS and CNN. The comments come as Brent crude futures have risen sharply in recent days , pushing U.S. pump prices higher and raising concerns about inflationary pressures ahead of midterm elections. The administration has framed the military operation - dubbed by some officials as aimed at neutralizing long-term threats from Tehran - as ultimately beneficial for global energy stability. Wright also highlighted early signs of progress in restoring flows through the Strait of ...
Palantir, the Donald Trump–connected spy-tech and AI firm, just scored a no-bid government contract potentially worth millions to help the Agriculture Department implement the White House’s divisive return-to-office directive. Under the guise of national security, the highly “sensitive” tasks to be handled by the billion-dollar tech behemoth will include “employee seat assignments” and “space util...
Palantir, the Donald Trump–connected spy-tech and AI firm, just scored a no-bid government contract potentially worth millions to help the Agriculture Department implement the White House’s divisive return-to-office directive. Under the guise of national security, the highly “sensitive” tasks to be handled by the billion-dollar tech behemoth will include “employee seat assignments” and “space utilization.” Despite vague contract details, the project could potentially bring a workforce surveillance technology known as bossware to the federal workforce, despite concerns about its mental and physical toll on workers and its potential for errors and discrimination. “In light of the Trump administration’s war on public-service workers, there’s reason to fear this Palantir ‘return-to-office tool’ will be deployed to further surveil and intimidate the remaining federal workforce,” said Paul Sonn, state policy program director at the National Employment Law Project, a workers’ rights advocacy nonprofit. Palantir was among the donors funding the building of the new White House ballroom, a project that Trump is personally overseeing. In December 2024, Alex Karp, Palantir’s CEO, donated $1 million to MAGA Inc., a pro-Trump super PAC. Peter Thiel, cofounder of Palantir, is a Trump ally and a longtime Republican donor. Thiel also groomed Vice President J. D. Vance and helped jump-start his political career by dumping millions into Vance’s campaign coffers for his 2022 Ohio Senate race. Palantir did not respond to a request for comment, nor did the Department of Agriculture. The new award is the latest purchase in a larger $300 million contract that the Agriculture Department and Palantir inked last year as part of a sweeping “national farm security” directive with the Pentagon and the Department of Homeland Security. The $300 million contract will allow Palantir “to conduct key security checks and expedite benefits processing for eligible applicants,” among other actions. The co...
Key Points Weak sales and earnings have sent the stock on a downward spiral. Running shoes are performing well, but Nike is seeing mixed results across its business globally. The stock is not cheap, trading at a high forward price-to-earnings multiple even after a sell-off. 10 stocks we like better than Nike › Nike (NYSE: NKE) is the leading sportswear brand, with $46 billion in annual revenue. Bu...
Key Points Weak sales and earnings have sent the stock on a downward spiral. Running shoes are performing well, but Nike is seeing mixed results across its business globally. The stock is not cheap, trading at a high forward price-to-earnings multiple even after a sell-off. 10 stocks we like better than Nike › Nike (NYSE: NKE) is the leading sportswear brand, with $46 billion in annual revenue. But the company has dealt with weak sales over the past few years. The stock is currently trading near $61, down 22% over the last 12 months and 65% from its all-time high. Last year, the company brought in longtime company veteran Elliott Hill as its new CEO to turn things around. The latest quarterly financial results show progress on the turnaround plan, but management's comments suggest it still has a way to go before investors see meaningful results. Here's what this means for the stock's prospects, and whether investors can see a rebound soon. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The good and bad The good news for investors is that Nike's home market, North America, is showing momentum. Revenue grew 9% year over year last quarter, reaching $5.6 billion. The running category saw 20% growth for the second straight quarter -- an important signal that Nike's innovation and new styles are resonating with customers. The bad news is that this may not be a quick turnaround. CFO Matt Friend noted on the Decemberearnings callthat its "progress will not be linear." Each brand, sport, and geography, he added, is recovering at different speeds. Greater China remains a problem for the brand. Revenue fell 17% over the year-ago quarter. Hill acknowledged that the work they are doing to turn China around is just a start. "It will take time," Hill said. Revenue outside North America was down by more than 5% ...
世界轉一圈｜大學測試鋁瓶裝威士忌 減運輸成本惟存健康風險 冀找出耐高濃度酒精塗層 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】罐裝啤酒大家見慣見熟，將威士忌都變成罐裝又是否可行呢？ 愛爾蘭的品牌數年前已推出10...
世界轉一圈｜大學測試鋁瓶裝威士忌 減運輸成本惟存健康風險 冀找出耐高濃度酒精塗層 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】罐裝啤酒大家見慣見熟，將威士忌都變成罐裝又是否可行呢？ 愛爾蘭的品牌數年前已推出100毫升酒精濃度有43%的罐裝威士忌，方便攜帶，隨時隨地淺嚐一口。蘇格蘭一間家庭式的小型釀酒廠亦打算向這個方向探索，與英國赫瑞瓦特大學專門研究釀造和蒸餾技術的學系師生合作，研究將一貫的玻璃瓶裝威士忌改用輕九成的鋁瓶代替，減省運輸成本，而且可回收再用及減少製造玻璃時所產生的碳排放，嘗試推動威士忌酒業走向更環保。 不過酒精儲存在鋁瓶或鋁罐中，威士忌的酒味和香氣可能會流失，亦會令鋁瓶或鋁罐表面的塗層降解，增加潛在健康風險。研究團隊為了檢驗鋁瓶威士忌是否可行進行了數月的實驗，用酒精濃度49%的威士忌裝進鋁瓶。在香氣測試中，有參與分辨的學生認為玻璃瓶裝和鋁瓶裝沒大分別。但電子顯微鏡的結果顯示，陳年威士忌中的有機酸與鋁長時間接觸後會減少甚至消失，令一些酒中混入有鋁。 研究人員表示任何改變和創新都必須尊重威士忌的釀造技術及確保安全，因此下一步是嘗試找出能夠長時間抵受高濃度酒精而不降解的塗層，酒廠聯合創始人霍爾姆期望在下年前成功推出品牌的首款鋁罐瓶裝威士忌。
Diana Herashchenko/iStock via Getty Images The market has shifted to the point where an AI cloud company announcing additional capital spending is an automatic negative. IREN Limited ( IREN ) is the latest casualty, with the stock slumping after announcing future GPU purchases and related access to more capital. My investment thesis is ultra bullish on the stock, though IREN needs to hold the curr...
Diana Herashchenko/iStock via Getty Images The market has shifted to the point where an AI cloud company announcing additional capital spending is an automatic negative. IREN Limited ( IREN ) is the latest casualty, with the stock slumping after announcing future GPU purchases and related access to more capital. My investment thesis is ultra bullish on the stock, though IREN needs to hold the current lows just below $40. Source: Finviz GPUs Are The Future IREN announced big plans to purchase another 50,000 GPUs to bring the total GPU fleet to 150,000. The company projects these GPUs will provide the ability to produce $3.7 billion in AI Cloud ARR by the end of 2026. The catch for the market is the need for IREN to spend another $3.5 billion of additional capex to fund these orders. The market just isn't very hospitable to these deals now, as investors fret over some of the initial quarterly results from AI cloud providers. The market has a history of knowing a company like IREN is acquiring these B300 GPUs for revenues over the next 4 to 6 years, yet the market doesn't have the patience. The company reported FQ2 revenues of only $185 million, down 23% YoY, contributing to some of the sector weakness. IREN only reported $17.3 million worth of FQ2 revenues from AI Cloud Services. The AI Cloud revenue more than doubled sequentially, with all of the revenue declines from the Bitcoin Mining segment due to lower bitcoin prices and shifts in assets to AI Cloud. Source: IREN FQ2'26 presentation While everyone knows the business is in ramp mode and the contracts were already in place for $3.4 billion in ARR exiting 2026, the market still gets frustrated the numbers don't show up sooner in the financials. IREN entered this 50K GPU purchase announcement already forecasting the need for 140K GPUs to reach the $3.4 billion ARR target. The news only alters the ARR picture by $0.3 billion via adding 10K additional GPUs. Source: IREN FQ2'26 presentation The AI Cloud company still o...
Many investors have shunned cybersecurity stocks over the past year or so as they've tried to assess how the companies will be impacted by artificial intelligence (AI). Evaluating companies and the markets they serve is a wise strategy, but with many cybersecurity stocks plunging recently, some investors have shifted more into panic mode than simple evaluation. That's opened up some buying opportu...
Many investors have shunned cybersecurity stocks over the past year or so as they've tried to assess how the companies will be impacted by artificial intelligence (AI). Evaluating companies and the markets they serve is a wise strategy, but with many cybersecurity stocks plunging recently, some investors have shifted more into panic mode than simple evaluation. That's opened up some buying opportunities for long-term investors. Here are two cybersecurity stocks that may be worth snatching up now after investors were too eager to hit the sell button. 1. AI is accelerating Palo Alto's security business Palo Alto Networks (PANW +1.21%) is an established cybersecurity company that's made some big moves to shore up its position in the market, including its $25 billion purchase of CyberArk last year to get the company's top-notch identity and access management security features. Palo Alto is also looking to AI for growth. Palo Alto CEO Nikesh Arora said last month that the company saw "continued strength in platformizations, a trend that is accelerating due to AI -- customers are keen to both modernize and normalize their cybersecurity stack, aligning them to our approach." Arora added that as more customers adopt AI security, the company "will be a long term trend." The company's Prisma AIRS artificial intelligence security platform has become a popular tool in its security arsenal, with the number of customers using the platform tripling in just one quarter. The company's second-quarter results revealed just how in demand its security products are, with sales rising 15% from the year-ago quarter to $2.6 billion, and diluted earnings popping nearly 61% to $0.61 per share. Expand NASDAQ : PANW Palo Alto Networks Today's Change ( 1.21 %) $ 1.98 Current Price $ 165.14 Key Data Points Market Cap $135B Day's Range $ 161.45 - $ 165.26 52wk Range $ 139.57 - $ 223.61 Volume 328K Avg Vol 9.8M Gross Margin 73.50 % Management is guiding for continued growth this year, with total sa...
Bond investors are looking ahead to a series of inflation reports, including the consumer price index for February, at a moment when surging oil prices are largely dictating flows in the $31 trillion Treasury market. The risk of a potential inflation spike from an extended conflict in the Middle East has prompted traders to push out expectations for Federal Reserve rate cuts this year from July to...
Bond investors are looking ahead to a series of inflation reports, including the consumer price index for February, at a moment when surging oil prices are largely dictating flows in the $31 trillion Treasury market. The risk of a potential inflation spike from an extended conflict in the Middle East has prompted traders to push out expectations for Federal Reserve rate cuts this year from July to September. A surprise slide in job hiring for February provided limited support for bonds as oil prices jumped. “The energy market is still top of mind for bond investors, and the data is taking a backseat,” said Kevin Flanagan , head of investment strategy at WisdomTree. “You will get knee-jerk moves in bonds as we saw after payrolls, but what’s going on in oil is the focus of the bond market.” The market will also gauge the reception for sales of 10-, and 30-year Treasuries as the haven qualities of government bonds have come into question as yields have risen sharply over the past week. Fed officials also enter their customary blackout ahead of their March policy meeting. What to Watch Economic data: Mar. 9: New York Fed 1-Yr inflation expectations Mar. 10: NFIB small business optimism Mar. 11: MBA mortgage applications; ADP weekly employment change; existing home sales; consumer price index; real average hourly and weekly earnings; Federal budget balance Mar. 12: Initial jobless claims; continuing claims; Import and Exports; Trade balance; housing starts; building permits; household change in net worth (Q4) Mar. 13: Personal income and spending; PCE price index; durable goods orders; capital goods orders; GDP annualized(Q4); GDP price index; U. of Mich. sentiment, current conditions and inflation expectations; JOLTS jobs openings and quits rate Fed calendar: Mar. 7: Federal Reserve communications blackout ahead of March 17/18 policy meeting Auction calendar: Mar. 11: 13-, 26-bills Mar. 10: 6-week bills; three-year notes Mar. 11: 17-week bills; 10-year notes Mar. 12: 4-...
Shares of C3.ai (AI 2.13%) fell an astonishing 27.8% in February, according to data from S&P Global Market Intelligence. A company that markets itself as an enterprise artificial intelligence (AI) operator, the business is clearly not benefiting from the AI revolution so far, as revenue has begun to move in the wrong direction, alongside terrible profit margins. The stock is down over 90% from its...
Shares of C3.ai (AI 2.13%) fell an astonishing 27.8% in February, according to data from S&P Global Market Intelligence. A company that markets itself as an enterprise artificial intelligence (AI) operator, the business is clearly not benefiting from the AI revolution so far, as revenue has begun to move in the wrong direction, alongside terrible profit margins. The stock is down over 90% from its highs set right after it went public in late 2020. Here's why the stock was falling in February, and whether you should finally buy the dip on C3.ai stock for your portfolio. Expand NYSE : AI C3.ai Today's Change ( -2.13 %) $ -0.20 Current Price $ 9.19 Key Data Points Market Cap $1.3B Day's Range $ 9.05 - $ 9.32 52wk Range $ 7.72 - $ 30.24 Volume 4.8M Avg Vol 7M Gross Margin 46.77 % Collapsing revenue, huge cash burn Management pitches C3.ai as a similar player to Palantir Technologies, selling custom AI services to enterprises to help them become better at what they do. The problem is, it doesn't seem to be very good at it. Revenue was a measly $53 million last quarter, down from $99 million in the same period a year ago. We are supposedly in a revolution of AI applications taking over the world, and yet C3.ai's revenue has almost been cut in half compared to a year prior. This shows that customers are not taking to its custom software products, leading to contract non-renewals. The company is unsurprisingly highly unprofitable. Operating loss was $140 million last quarter, more than double topline revenue. Free cash flow was negative $126 million over the last twelve months, which is going to eat into cash reserves on the balance sheet. Should you buy the dip? A true AI company like Palantir can grow while generating solid profits. Its revenue was $4.47 billion in 2025, along with over $2 billion in free cash flow. As a primary competitor to C3.ai, there is a huge disparity between these two businesses and how they are attacking the enterprise AI market. Now, C3.ai trade...