Contemporary Amperex Technology Co. Ltd. , the world’s largest electric vehicle battery manufacturer, unveiled a new fast-charging technology ahead of the Beijing auto show in a bid to stay ahead of BYD Co. and other competitors. The Ningde-based company, better known as CATL, showcased its latest “Shenxing” lithium-iron-phosphate battery that recharges from 10% power to 98% in just six minutes — a development that brings EV charging closer to the speed of filling up the tank of a gasoline vehicle. “We always deliver what we promise,” Gao Huan, the company’s chief technology officer, told reporters Tuesday at an event in Beijing. CATL’s newest LFP battery is capable of recharging from 10% power to 35% as quickly as one minute, but it said those time frames assume moderate temperature environments. Still, the breakthrough appears to exceed a nine-minute EV battery charge touted just last month by BYD. The battery maker cited additional achievements, including a nickel-cobalt-manganese battery designed to provide 1,000 kilometers (621 miles) of range on a single charge, and an even more ambitious condensed-matter battery that offers a maximum range of 1,500 kilometers for a sedan, setting a new benchmark for premium models. The ability to travel greater distances on a single charge may help speed EV adoption by reducing so-called range anxiety, especially where charging infrastructure is limited. Chief Scientist Wu Kai said CATL’s “multi-chemical” approach to batteries is designed to provide a tailored solution for every tier of the market, from budget-friendly urban runabouts to ultra-luxury cruisers and heavy-duty trucks. Diversifying its chemistry is expected to help CATL hedge against volatile price swings of raw materials such as lithium, nickel and cobalt. “A complex world demands a variety of solutions,” Wu said. “New energy vehicles should be accessible to everyone rather than just a few.”

內地影視平台「愛奇藝」行政總裁龔宇，近日透露有過百名藝人，有意進駐AI藝人庫，又稱未來真人實拍的作品，未來會成為「非物質文化遺產」，引起外界爭議。他之後澄清，強調原意是想為大眾提供更好的作品。 愛奇藝行政總裁龔宇近日在演講中提到，在人工智能普及下，影視界的發展，稱「真人實拍」的作品，會永遠都存在，但可能越來越罕見。 奇藝行政總裁龔宇說：「我們完全百分之百真實的物理的一些作品，或者一些形態的東西，會不會過多年以後，被命名為世界文化遺產，就變成非遺。」 內地傳媒報道，愛奇藝在大會上宣布，有百多名藝人同意入駐旗下的「納豆Pro」藝人庫，即是藝人將樣貌、聲音等授權予愛奇藝，用於AI影視創作。 龔宇稱：「演員很辛苦大家都知道，橫店一待四五個月，每天工作十三、十四個小時，沒個人生活。那你這(授權AI後)，可以變成我們普通白領一樣，雖然緊張，但是能不能有點個人生活。」 隨後多名藝人發聲明，稱未簽署任何形式的AI授權。而外界亦有不少聲音稱，不支持「AI演員」。 引起輿論風波後，愛奇藝發聲明指，藝人進駐藝人庫，是代表其有接洽AI影視項目的合作意向，是否參演都需要另外洽談，強調不存在未經藝人同意，將其納入藝人庫的情況。 龔宇亦在微博上發文澄清，稱AI應用在影視行業的原意，是降低創作者的工作強度，提供更好的作品，科技永遠不是為了取代人類。

Throughout 2026, there has been a pronounced shift on Wall Street away from technology stocks. The combination of waning enthusiasm for the artificial intelligence (AI) narrative and big tech's accelerating capital spending on infrastructure build-outs has paved the way for the "Great Rotation" -- a broad shift in investor preference away from AI stocks and toward value stocks and companies that produce tangible, physical goods. The sell-offs that this transition induced have left Microsoft (NASDAQ: MSFT) , Amazon (NASDAQ: AMZN) , and Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) trading at discounts. Far more than cloud infrastructure providers, each of these companies is weaving AI into durable, multiproduct ecosystems spanning enterprise software, consumer experiences, logistics, advertising, and even orbital infrastructure . These trillion-dollar giants aren't just renting AI compute. They are quietly designing and owning the entire AI flywheel. Continue reading

PhonlamaiPhoto/iStock via Getty Images Introduction Axcelis Technologies, Inc. ( ACLS ) shot up since my last article back in January, and now that we have the full year’s performance released, I want to revisit the past year and see what is still ahead for the company in 2026 and beyond. The share price seems to reflect a positive outlook going forward because the past year does not justify such a price increase in one year. There’s no need to sell your shares right now, and I suggest holding for a couple of more years at least, since I believe there will be a lot of gains to come. By the Numbers Over the last year, the company’s revenues continued their downtrend. In the latest financial year report , revenues came in 17.5% lower than last year. The company continues to be in a cyclical digestion phase across its biggest end markets, with power and general mature customers working through prior capacity additions, while the Chinese demand was digesting earlier investments. It’s not a great look, but this was an expected outcome that was communicated many times throughout the year. Seeking Alpha It does seem that there will be some positives in the future, as the graph suggests that there may be a bottom set. In the latest yearly report , we can also see how the company’s profitability came in, and it is not great either. Gross margins improved slightly to 44.9%, up 20bps, and operating margins took a dive to 14.2% from 20.7%. Operating expenses increased while revenues continued to decline. Unfortunately for ACLS, when system sales softened, the cost structure didn’t move down with volume, so the fixed-cost base weighed on its operating leverage. The only way to improve this is by increasing utilization rates so the fixed costs can be spread out much more efficiently. Seeking Alpha The company’s balance sheet remains quite formidable, with over $145m in cash and equivalents, as well as $229m in ST investments against zero debt, apart from operating lease liabiliti...

人工智能数据中心运营商Switch已从多家银行获得26亿美元的承诺资金，为其数据中心资产的持续扩张提供支持。这是该公司在放弃与 软银 的全面收购谈判后，在资本市场上的又一重要动作。 在此之前，Switch刚刚完成了一笔约7.68亿美元的资产支持证券发行，将其位于内华达州里诺、占地约140万平方英尺且拥有超过52兆瓦容量的数据中心纳入证券化资产组合。自2024年以来，该公司通过五次ABS发行累计融资约42亿美元，其证券化资产组合已涵盖美国五个市场的11个数据中心。 另据此前报道，软银集团曾就约500亿美元全面收购Switch展开谈判，但该交易已于今年1月暂停。软银创始人孙正义原本希望通过直接控制Switch的节能数据中心网络，为其5000亿美元的“星门”人工智能基础设施项目提供算力支持。知情人士称，孙正义在本月早些时候已承认全面收购不可行，但双方仍在就部分投资或合作可能性进行积极讨论。 与此同时，软银已于本月初以30亿美元收购了在纽约上市的投资公司DigitalBridge Group，后者持有Switch的多数股权。Switch的股东此前曾考虑通过IPO实现约600亿美元的估值，包括债务在内。 分析人士指出，在AI算力需求持续增长的背景下，数据中心领域的融资活动正日趋活跃，Switch的最新融资动作反映了市场对该领域资产的强劲需求。 责任编辑：张俊 SF065

獐子岛公告，2026年第一季度营收为3.17亿元，同比下降22.61%；净利润为255.85万元，上年同期亏损156.13万元。

格隆汇4月21日｜美国总统特朗普接受CNBC采访时表示，伊朗冲突下的美股韧劲让他感到意外，他原本预计这场冲突会带来更严重的经济损失。特朗普表示，他本预计道指和标普500指数会下跌20%——这是熊市的衡量标准——而油价将高达每桶200美元。特朗普表示：“如果你当时告诉我油价会涨到90美元，而不是200美元，我肯定会感到惊讶。而如今的情况是，船只们正在寻找其他能源来源。它们前往了得克萨斯州和路易斯安那州，前往了阿拉斯加，还去了其他地方。这是一种令人惊叹的现象。”在股市方面，他表示自己在战前预料到的是会出现大幅抛售的情况。特朗普说道，“看看标普500指数，数值跟我们刚开始这一切的时候完全一样。我原本以为它会下跌20%或者大幅下跌，而且油价也会更高，而我现在很高兴地说，情况并非如此。”

五芳斋公告，2025年营业收入22.42亿元，同比下降0.40%。净利润1.22亿元，同比下降14.44%。公司拟向全体股东每10股派发现金红利5元（含税）。

美国总统特朗普周二表示，他会心存感激地“记住”那些不为其单方面征收的关税寻求退款的公司。这些关税已被最高法院裁定为非法。 特朗普在节目中发表上述言论的前一天，美国海关和边境保护局刚刚开放了一个门户网站，允许进口商就所谓的《国际紧急经济权力法》关税申请潜在退款，总额可能超过1600亿美元。 特朗普表示：“我会记住那些不提出申请的公司。它们明白发生了什么。它们明白我是在试图保护这个国家。”他补充说，自己“非常欣赏”那些不寻求退款的公司，暗示这些企业的忠诚度可能会在未来得到回报。 最高法院在上个月的裁决中指出，特朗普政府援引《国际紧急经济权力法》对从中国进口的商品额外征收关税超出了法定权限，因为该法并未授权总统以贸易逆差为由征收关税。这一裁决迫使美国政府建立退款机制。 目前尚不清楚有多少企业会响应特朗普的呼吁放弃申请退款。多家行业团体已敦促其成员申请应得的退款，指出这是法律赋予的权利，而放弃退款相当于将数十亿美元拱手让给政府。 白宫新闻秘书在随后的声明中试图澄清特朗普的言论，称总统“只是在表达对那些理解其贸易政策目标的企业家的赞赏”，并非暗示会为放弃退款的公司提供特殊待遇。但法律专家指出，总统的措辞可能会对企业的决策产生寒蝉效应，尤其是那些与联邦政府有大量业务往来的公司。 责任编辑：张俊 SF065

Google, Meta, and Amazon are spending billions on AI infrastructure. Now, investors want to see the receipts.

What to watch as Nvidia, AMD, and Broadcom report earnings MSN

What to watch as Nvidia, AMD, and Broadcom report earnings Yahoo Finance

Palantir ‘technological republic’ manifesto sparks global backlash over ‘technofascism’ claims madhyamamonline.com

美国总统特朗普周二在接受CNBC采访时表示，其政府认为Anthropic“发展态势良好”，他愿意考虑达成一项协议，以便该公司能够恢复与国防部官员的合同合作。特朗普在二月份指示联邦机构将Anthropic从采购合同中剔除出去。Anthropic首席执行官上周与白宫官员会面，试图修复双方的关系。白宫称此次会面富有成效且具有建设性。特朗普周二表示：“几天前他们来到白宫，我们与他们进行了非常深入的交流。我认为他们正在逐渐成熟起来。他们非常聪明，我觉得他们能发挥重要作用。我喜欢聪明的人。”（新浪财经）

你能想象吗？ 一块AI芯片，做到接近一台iPad的大小。 这不是概念设计，而是一家正在冲刺上市的AI芯片公司，给出的答案就在不久前，Cerebras披露了招股书，这家公司开始正式走向台前。 从数据看，它的增长几乎是“跳跃式”的。 2022年营收只有2460万美元，到2025年已经达到5.10亿美元，三年增长超过19倍。 更关键的是，盈利也在同步发生变化。2024年还亏损4.82亿美元，到2025年已经转正，实现2.38亿美元净利润。 今年以来，Cerebras更是连续拿下两个关键客户。一边是OpenAI，签下超过百亿美元级别的算力协议；另一边是亚马逊，开始在云侧引入其芯片做推理加速。 这意味着，它开始逐渐进入主流算力体系。 资本市场的预期也在抬高。据外媒报道，Cerebras计划募资超过30亿美元，对应估值至少350亿美元。 所以问题来了，一家把芯片做到“iPad大小”的公司，到底在解决什么问题？ 今天，我们就来聊聊Cerebras。 01 GPU，不是AI计算的答案 先来说说 Cerebras 为什么会存在。很多人可能不知道，过去40年，计算行业始终在印证一个铁律： 新的计算需求，终将催生新的计算架构。 PC时代是 x86，移动时代是 ARM，图形时代是 GPU。每当新的计算范式出现，行业最初总是试图用旧架构“凑合”，但当技术演进到一定阶段，就会不可避免地发现——旧架构已达到极限，必须重构底层系统。 现在，这件事正在AI 身上重演。 AI 的计算方式，和过去完全不同。简单来说，过去的计算，大多是“局部、独立”的，比如图形渲染，每个像素可以各算各的，互不影响。 但AI 模型不一样，它本质上是一个高度耦合的计算网络。在这个网络中，数据、参数和计算过程之间需要进行极其频繁的信息交换。 这就导致了一个根本性的转变：AI本质上是一个“通信密集型”的计算问题，而不仅仅是一个单纯的“算力”问题。 这也是GPU 开始遇到瓶颈的根本原因。 GPU 的优势在于并行计算，但前提是“任务彼此独立”。而在 AI 里，每一步计算都依赖前一步结果，大量时间花在“等数据”。 这种架构上的不匹配，在AI模型的训练和推理阶段暴露无遗。 在训练阶段，单卡不够强，只能把模型拆开，分布到上千张GPU上。但一旦拆开，就必须频繁通信，效率迅速下降，同时系统复杂度和成本飙升。 简单说就是，单卡不够，多卡低效。 ...

Investing.com -- D.A. Davidson analyst Wyatt Swanson on Tuesday initiated coverage of Reddit with a Buy rating and a $200 price target, as he believes that the social media company’s sharp decline in share price this year has created a compelling entry point for investors.

LOB, CIVB and BPOP are three bank stocks poised to beat Q1 earnings estimates as early reporters top expectations, signaling resilient business momentum.

A potential de-escalation in the Iran conflict would provide a constructive backdrop for global financial markets in the months ahead, according to a recent note from TS Lombard’s global data team. Analysts anticipate that a preliminary “heads-of-terms” agreement could be reached as early as May, outlining a framework for a more comprehensive deal to be finalized within roughly three months. Under this scenario, both sides would likely suspend key blockades during the negotiation period, reducing immediate geopolitical risks and stabilizing energy and trade flows, the investment institution noted. Such a development could reinforce investor confidence at a time when markets remain sensitive to macroeconomic uncertainty and policy expectations. TS Lombard suggests that easing tensions would support further gains across both equities and fixed income, as central banks may face less pressure to accelerate interest rate hikes. Market pricing that currently leans toward aggressive monetary tightening could therefore moderate. Importantly, the firm believes this trajectory would preserve the broader global re-acceleration theme that has been building since last year, with improving growth dynamics remaining intact despite recent geopolitical headwinds. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). Fixed Income ETFs: ( TLT ), ( TLH ), ( IEF ), ( IEI ), ( SHY ), ( SGOV ), ( SCHO ), ( BIL ), ( AGG ), ( BND ), ( VCIT ), ( MUB ), ( MBB ), ( JNK ), ( LQD ), ( HYG ), ( VTIP ), ( TIP ), ( SCHP ), ( STIP ), ( TIPX ), ( SPIP ), ( WIP ), ( GTIP ), ( LQDI ), and ( RINF ). More on markets ETFs extend their historic inflow streak to 82 months Hormuz disruption lingers: Markets price gradual reopening, not a quick fix Energy and AI drive positive earnings revisions while most sectors stall HSBC says 1Q earnings remain resilient despi...

格隆汇4月21日｜有投资者问，请问公司和马斯克XAI公司有合作吗？C大普微在互动平台表示，根据招股说明书披露，截止报告期，公司已实现对海外客户Google等客户的产品销售，2025年已通过Nvidia、xAI两家全球AI头部公司测试导入，后续有望逐步放量。

Zurcher Kantonalbank Zurich Cantonalbank Purchases 153,661 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM MarketBeat

记者从21日举行的“开局起步‘十五五’——在新征程上奋力书写中国式现代化内蒙古新篇章”专题新闻发布会上了解到，作为国家算力枢纽节点和数据中心集群之一，“十五五”时期内蒙古将从“资源输出”转变为“算力赋能”，把风光电优势变成算力优势，全力打造国家重要绿色算力保障基地和“绿色算力+AI”应用基地。内蒙古自治区党委副书记、自治区人民政府主席包钢介绍，内蒙古发展绿色算力，拥有算电协同的绿色优势、算力规模优势以及网络通达的毫秒级体验。今天的内蒙古站在了AI算力的新风口上，未来将把内蒙古的风、光变成电、变成算力、变成Token（词元），让丰富便宜的清洁能源变成价值几倍、几十倍的数字“硬通货”。据介绍，“十五五”时期，内蒙古将做大算力规模，支持和林格尔数据中心集群高质量发展，统筹推进呼和浩特与乌兰察布算力协同发展，落地一批超大规模智算中心项目，深入推进京数蒙算、绿算进京，让内蒙古算力“供得上、算得快、质更优”。此外，还将做好算电协同，布局一批零碳数据中心园区，加快建设绿电直供、源网荷储一体化等基础设施。同时将做优产业生态，以自治区数字产业园为核心载体，高标准建设国家数据产业集聚区，培育绿色算力先进制造业，精准招引算电装备、算力运营服务、人工智能推理训练、数据标注、数据交易等上下游企业，构建全产业链生态。(新华社)

The pair went from singing in care homes to the Britain's Got Talent stage.

Alternative asset managers brace for investor test over AI, redemptions Reuters

JHVEPhoto/iStock Editorial via Getty Images Pfizer ( PFE ) executive Andrew Baum, hired in 2024 as its Chief Strategy and Innovation Officer to overhaul the company’s strategic direction, is leaving the drugmaker later this year, according to a research note from BMO Capital Markets. A former investment banking analyst at Citi ( C ), Baum is assuming a new role as ⁠ senior strategic advisor to Pfizer ( PFE ) CEO Albert Bourla before eventually departing the company by the end of 2026. "This move is likely reflective of continued operational simplification ‌at ⁠ the company rather than a major strategic shift," Reuters reported, quoting BMO analysts. ​Before joining Pfizer ( PFE ), Baum served as the head ​of global ⁠ healthcare and managing director of equity research at Citi ( C ) for more than a decade, following a 15-year stint as managing director at Morgan Stanley ( MS ), according to his LinkedIn profile. The New York-based pharma giant confirmed the move to Stat News on Tuesday. “Pfizer regularly evaluates its operations to ensure it is best positioned to deliver on the company’s business in the near-term and beyond,” PFE said. It added that changes at the company and management level would “position Pfizer to move faster, make clearer decisions, and advance innovation across the enterprise.” More on Pfizer Pfizer: Painful Recovery Underway Pfizer: Why Wall Street Habitually Overestimates Target Price Why Pfizer Remains A Strong Buy In 2026 Pfizer, Astellas win FDA priority review for Padcev in bladder cancer with Merck’s Keytruda Pfizer, Amgen among 22 firms to expand in Hong Kong: SCMP

Yeti Studio/iStock via Getty Images One of the reasons why I have decided to follow an income-based strategy is that my portfolio results (and progress) are not impacted by what others think. The success of price-focused strategies is determined by the function of earnings growth and valuation multiple. None of these can be predicted with a robust precision, especially the latter. There are just so many variables that dictate the path of valuation multiples: e.g., overall sentiment in the market, interest rates, inflation, geopolitics, which President wins and so on. As a result of this, it may happen that in one year I can exceed my annual return target, the next year have even better success, and then in the third year suddenly fall back to square one. And the worst what could happen is that this "Year 3" coincides with the moment when I have to transition to a withdrawal phase. Having this kind of unpredictability embedded in my portfolio which is something that will have a significant bearing on a big part of my life is simply unacceptable for me. I know what the financial theory says (the Miller-Modigliani dividend irrelevance theory): dividends don't create value but rather the underlying cash flows and earrings growth. But as a human being, I have my biases. I simply must have predictability, stability and all working out as I have planned out to keep peace of mind. And if it means paying some price for that like not capturing alpha-like returns, so be it. To achieve this, there are two simple things required: Properly calibrated expectation: investment progress and the final goal have to be linked to current income streams (price performance has to be excluded from that equation). For example, the goal could be to build up a portfolio which produces $100,000 of dividends a year and for that to happen until a certain date each year the portfolio has to generate $7,000 higher dividends than in the previous year. Durable investments : the majority of the holdin...

Kagenmi/iStock via Getty Images The war with Iran appears headed for some form of negotiated settlement. The main uncertainties are timing and details. But the longer the conflict lasts - and the longer the Iranian regime survives - the outlook, as interpreted by The Capital Spectator, is that a decisive US victory, defined as capitulation by Tehran, becomes less likely. The implication of this forecast: a messy, uneven, and protracted period of de‑escalation on the road to a settlement may continue to disrupt the global economy for the foreseeable future. My reasoning starts with the near certainty that Iran will not prevail, at least not militarily. The US, by contrast, has the capacity for a decisive win, but forcing Iran to surrender unconditionally would almost certainly require a land invasion with a significant number of US troops - a decision that seems unlikely. The experience of the wars in Afghanistan, Iraq, and Vietnam suggests that the political price would be too high. The US can still inflict more damage on Iran from the air, using missiles and air power. But after more than seven weeks of bombing by the US and Israel, the shock value is fading. A deeper and broader array of attacks on Iran’s infrastructure would surely be painful and push the economy to the brink of collapse. But Iran’s leaders view the conflict as an existential battle, and it is unclear whether extending the air campaign would change minds at this late date within the regime - at least not to the point of full and complete capitulation. As a result, the path of least resistance suggests that facts on the ground will favor a negotiated settlement, eventually. A mix of factors will influence the timing and shape of an agreement, but the key pressure points are internal constraints related to resources and public sentiment, which are creating very different breaking points for each side. For the US, the prestige and perception of America’s ability to project power and shape geopolitic...

Over the past three years, the industrial sector was the third-best performing group in the S&P 500 . Using sector exchange-traded funds (ETFs) as the targets, the Industrial Select Sector SPDR ETF (NYSEMKT: XLI) notched total returns of 80.33% over that period, nudging past the S&P 500. That's great, but if there's a rub (one investors are likely to tolerate given that performance), it's that dividend yields on industrial stocks tend to be low. The dividend yield on the SPDR ETF mentioned above is just 1.18%, or barely better than the 1.04% investors earn on a basic S&P 500 ETF or index fund. On that basis, Union Pacific (NYSE: UNP) , with a yield of 2.18%, is a "high-yield" name relative to the industrial sector and the broader market. Fortunately, it's not just the yield that makes this railroad stock worthy examining for income investors. Continue reading

DHL CEO Warns Prolonged Energy Shock Could Push Global Economy To "Tipping Point" DHL Group CEO Tobias Meyer warned Bloomberg TV earlier this morning that a persistent Gulf energy shock could morph into broader trouble for the global economy. "Well we have seen this before, that you have recognized by consumers as having an impact that sparks broader discussion, the real economic implications for people. Now, this hasn't happened yet. We're trying to prevent that from happening. The 10, 12 million barrels of crude oil per day, it will come to that tipping point. Solutions are needed and political momentum is building up to resolve the situation in the Strait of Hormuz ," Meyer said. Meyer's reference to the " tipping point " is clear: if Gulf oil losses of 10 to 12 million barrels per day are not offset soon, global energy and product prices will stay elevated, causing significant knock-on effects throughout the world economy . DHL CEO Tobias Meyer says we are in danger of reaching a "tipping point" if energy supply issues aren't resolved in the Middle East https://t.co/zTL9UKeCD7 pic.twitter.com/Rg9gj1QuyY — Bloomberg (@business) April 21, 2026 DHL Group sits at the center of global trade. It operates parcel, express, air freight, ocean freight, and road freight, as well as supply chain services, across more than 220 countries and territories, suggesting that Meyer is a seasoned observer of what to look for ahead of inflection points in the global economy . Meyer pointed out that the US-Iran conflict and the disruption of the Hormuz chokepoint are already affecting DHL operations , constraining transport routes, tightening freight markets, and pushing shipping rates higher, especially on Asia-Europe lanes. He added that, with Western airlines avoiding Russian airspace and Gulf carriers operating below pre-war capacity, trade flows from India and Southeast Asia to Europe are becoming more strained. Meyer is clear that failing to replace the loss of 10 million to 12 ...

The artificial intelligence trade will drive the S & P 500 to new heights after the unveiling of the Mythos AI model, according to JPMorgan. Strategist Dubravko Lakos-Bujas raised his year-end target on the S & P 500 to 7,600 from 7,200, implying upside of about 7% from Monday's close. That forecast is just below the 7,654 average from Wall Street strategists polled in the 2026 Market Strategist Survey . AI-linked stocks struggled during the sell-off sparked by the start of the U.S.-Iran war. Nvidia , for example, fell more than 6% between Feb. 27 and March 30. NVDA YTD bar Nvidia shares in 2026 But the dominant maker of AI chips has soared 22% since then. Other stocks tied to AI — such as Alphabet , Amazon and Meta Platforms — are also up more than 20% over the same time. Sure, traders continue betting there will be a resolution to the U.S.-Iran war, bolstering the broader market. Further driving gains, however, is the unveiling of Anthropic's Mythos Preview AI model, which Lakos-Bujas sees as a turning point for the market. "We believe the Anthropic Mythos headline was the key catalyst, with 66% of S & P 500 AI names outperforming since April 7th — evidence of rapidly improving models and AI services, as Anthropic's revenue run rate has tripled YTD and the upcoming OpenAI's Spud release is expected to demonstrate significant improvement as well," he wrote. "Even the risk of AI induced job displacement in some of the most sensitive areas (i.e., software engineering) is being put to rest for now as hiring is resuming," he added. "Looking ahead, we expect a more favorable 1Q reporting season than last quarter, when investors were AI-fatigued and weary of higher Capex and R & D spending."

The child's mother and her partner say they never wanted Robert Albon to play any part in the child's life.