Arm Holdings (NASDAQ:ARM) is no longer just a provider of blueprints for chips; it’s poised to make a big splash in the chip game, perhaps a bigger one than initially expected, with $15 billion in annual revenue from the new chip currently being projected through 2031. Undoubtedly, it’s a “significant shift,” according to some analysts ... Should Arm’s AGI Chip Have NVIDIA Investors in a Panic?

据港交所文件：北京数聚智连科技股份有限公司向港交所提交上市申请书。

财联社3月31日讯（记者 封其娟） 中基协最新披露了今年2月的私募资管数据。 存量端，私募资管总规模在连增两月后，在今年2月末达12.5万亿元；增量端，2月私募资管产品的备案数量、设立规模均环比回落，备案数量更是连续下滑2个月。 今年2月，证券期货经营机构共备案私募资管产品1940只，环比减少6.05%，同比增加134.30%；设立规模782.39亿元，环比减少6.53%，同比增加71.12%。今年1月，私募资管产品备案2065只，设立规模837.07亿元。 机构格局上，券商及资管子公司“强者恒强”，今年2月备案数量、设立规模仍牢居首位，共计备案1494只、设立规模524.66亿元，规模占比67.06%。券商及资管子公司的设立规模占比已实现环比连增，且突破60%关口，去年10月末、11月末、12月末及今年1月的这一规模占比分别为53.13%、55.32%、57.06%、64.32%。 截至2月底，私募资管产品规模合计12.5万亿元（不含社保基金、企业年金），较上月底增加1230.55亿元，环比增长0.99%。 其中，证券公司及资管子公司、基金管理公司、基金子公司、证券公司私募子公司、期货公司及资管子公司、基金管理公司私募子公司的私募资管存续规模分别为5.95万亿元、4.76万亿元、7661.36亿元、6508亿元、3634.59亿元、60.47亿元，规模占比依次为47.6%、38.11%、6.13%、5.21%、2.91%、0.05%。 新增情况：券商及资管子市场份额持续提升 从机构类型看，今年2月备案的私募资管产品中，证券公司及其子公司产品占比最高，其他机构与之差距显著。 月度备案数据显示，证券公司及资管子公司、基金管理公司、期货公司及资管子公司、基金子公司、证券公司私募子公司、基金管理公司私募子公司，今年2月分别备案了1494只、219只、117只、93只、16只、1只。 与此同时，证券公司及资管子公司、基金管理公司、基金子公司、证券公司私募子公司、期货公司及资管子公司、基金管理公司私募子公司，今年2月设立规模分别为524.66亿元、111.41亿元、99.62亿元、25.53亿元、20.83亿元、0.34 亿元，规模占比分别为67.06%、14.24%、12.73%、3.26%、2.66%、0.04%。 从产品类型看，2月备案的集合产品平均单只设立规模为0.7...

NVIDIA Corporation (NASDAQ:NVDA) is one of the High Growth Semiconductor Stocks to Buy. On March 19, Reuters reported that NVIDIA Corporation (NASDAQ:NVDA) has entered a deal with Amazon Web Services to supply 1 million GPUs along with additional products through 2027. ​The report noted that earlier both companies had notified about the agreement, but didn’t […]

NVIDIA Corporation (NVDA) to Supply GPUs to AWS Yahoo Finance

YieldMax Magnificent 7 Fund of Option Income ETFs ( YMAG ) announces weekly distribution of $0.0900, 4.22% higher from the prior week's distribution of $0.0862. The annual distribution rate is 39.01%, with an SEC yield of 66.79%. The return of capital is 33.81%. Payable April 2; for shareholders of record April 1; ex-div April 1. Source: Press Release More on YieldMax® Magnificent 7 Fund of Option Income ETFs WPAY Vs. YMAG: One 'Hold' And One 'Sell' As We Unmask The Yield Trap YMAG: The Right Strategy At The Wrong Time YMAG: A High-Yield Fund-Of-Funds Play On Mag 7 Stocks Seeking Alpha’s Quant Rating on YieldMax® Magnificent 7 Fund of Option Income ETFs Dividend scorecard for YieldMax® Magnificent 7 Fund of Option Income ETFs

康美药业公告，拟将全资子公司上海德大堂国药有限公司100%股权及相关资产以人民币1元的价格转让给上海康美药业有限公司。本次转让完成后，康美药业不再持有德大堂国药股权及相关资产，德大堂国药不再纳入康美药业合并报表范围。

伊朗伊斯兰革命卫队3月31日发布公告称，将中东地区与18家美国信息通信技术和人工智能企业有关的公司机构作为打击目标，包括惠普、苹果、谷歌、特斯拉、微软等公司。(新华社)

Micron Technology Is Having Its Nvidia Moment. Is It Still a Buy? The Motley Fool

華為去年多賺百分之8.7，淨利潤有680億元人民幣。營業利潤增加兩成二，至969億元人民幣。期內收入8,809億元人民幣，上升約百分之2。研發投入1,923億元人民幣，佔收入近兩成二。 集團表示，未來將繼續在聯接、雲、終端、智能駕駛及人工智能(AI)等業務，加大研發投入。

格隆汇3月31日｜伊朗伊斯兰革命卫队：将中东地区与18家美国信息通信技术和人工智能企业有关的公司机构作为打击目标，包括惠普、苹果、谷歌、特斯拉、微软等公司。

伊朗伊斯兰革命卫队3月31日发布公告称，将中东地区与18家美国信息通信技术和人工智能企业有关的公司机构作为打击目标，包括惠普、苹果、谷歌、特斯拉、微软等公司。（新华社）

Olemedia/E+ via Getty Images The United States initiated Operation Epic Fury against the Islamic Republic of Iran on Saturday, 28 February 2026. The S&P 500 ( SPX ) had closed its trading week the day before, ending at a value of 6,878.88 . Through the close of trading on 30 March 2026, the index has dropped 535.16 points, or about 7.8% of its pre-geopolitical event level. As major events go in the U.S. stock market, at this point in time, the impact of the Iran war is a little smaller in magnitude than 2025's DeepSeek AI shock that sent the S&P 500 crashing between 19 February 2025 and 13 March 2025. The following chart shows both events, with the S&P 500 mapped against its underlying trailing year dividends per share. The main difference between the two events is the apparent steepness of their declines. As shown in the chart, the DeepSeek AI shock appears to have involved a more severe drop-off, falling a similar amount in a shorter period of time, but we won't know for sure if that's the case until after S&P Global finalizes the S&P 500's dividend data for 2026-Q1 after the close of trading on 31 March 2026. In the chart, the trailing year dividend data is based on a combination of historic outcomes and quarterly dividend futures that don't precisely match up with the S&P 500's calendar quarters. In any case, the Iran war event looks set to become larger in magnitude than the DeepSeek AI shock. Will the S&P 500 continue declining so much that it overtakes the combination one-two punch of 2025's DeepSeek AI shock and the "Liberation Day" global tariff event ? Or will it recover before it might drop that much? Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.

金價及油價在首季表現大幅波動。 霍爾木茲海峽封閉，令多國的原油供應受到影響。倫敦期油曾升至近120美元一桶，與去年底比較，大升了九成六。 單計三月，倫敦期油錄得約五成半升幅，有機會創下自1988年以來，最大單月升幅。至於紐約期油，三月亦升約五成二，首季升幅逾七成。 金價年初延續去年強勢，一月底曾見5,595美元一盎司的紀錄新高，但中東戰事爆發後，油價急升，全球面臨通脹及利率上升的威脅，金價今年來最多近三成的升幅，一度全數蒸發。 瑞銀認為，伊朗衝突持續及油價高企，可能是黃金牛市尾聲的訊號，但若果美國聯儲局逐步減息，將利淡美元匯價，金價有機會在低位整固後，今年稍後時間會挑戰高位。

YieldMax Ultra Option Income Strategy ETF ( ULTY ) announces weekly distribution of $0.3700, -16.76% lower from the prior week's distribution of $0.4320. The annual distribution rate is 65.58%, with an SEC yield of 0.00%. The return of capital is 0.00%. Payable April 2; for shareholders of record April 1; ex-div April 1. Source: Press Release More on YieldMax Ultra Option Income Strategy ETF ULTY: Revised Strategy Has Not Fixed Anything (Rating Downgrade) ULTY: Doubtful That The Strategy Change Will Reduce NAV Erosion (Rating Downgrade) Yield Mirage: Why ULTY Is A 'Sell' While YMAX Remains A 'Hold' Seeking Alpha’s Quant Rating on YieldMax Ultra Option Income Strategy ETF Dividend scorecard for YieldMax Ultra Option Income Strategy ETF

Can Micron Capitalize on Rising HBM Demand Amid AI Server Boom? The Globe and Mail

The Philippines said on Tuesday it will rename more than 100 island features in a bid to reinforce its “sovereignty” in the disputed South China Sea, including areas claimed by China. The features to be renamed under President Ferdinand Marcos Jnr’s executive order belong to the Spratly archipelago, site of repeated confrontations between Philippine and Chinese vessels. Beijing claims the South China Sea in nearly its entirety despite an international ruling that its assertion has no legal...

Every once in a while, the market gets into a really bad mood and starts marking down stocks that fit a certain theme quite viciously. In recent weeks, the Iran conflict and resulting spike in oil prices have caused just about everything to move lower, including the names that may very well find their way ... Why the Indiscriminate Carnage in Software Might Be a Once-in-a-Decade Gift for Tech Bulls

code6d/iStock Unreleased via Getty Images A sharper focus on speed and execution is set to dominate Nike ’s earnings call on Tuesday, if trading on Kalshi is any guide. Contracts tied to whether executives will mention “express lane,” Nike’s push to accelerate product development and get styles to market faster, are pricing a 67% probability, the highest among tracked phrases. The odds have inched higher on the day, signaling growing investor conviction that management will lean into operational turnaround themes. In contrast, other topics are considered less central. Mentions of “dividend” are priced at 37%, down sharply, suggesting limited expectations for commentary on shareholder returns. References to the “Nike Factory” trail at 33%, indicating outlet channels are unlikely to feature prominently in the narrative. The firm will report its results after the closing bell on Tuesday. Wall Street analysts expect revenue of $11.2B and EPS of $0.28, down from last year's mark of $0.54. Key themes investors will be focused on include the update from Nike ( NKE ) on current demand trends, especially in China, and the outlook for margins amid new headwinds. In addition, management commentary on product innovation, inventory discipline, and collaborations will tip sentiment. The impact of the World Cup being hosted in the U.S. this summer could also be a catalyst. More on Nike Wall Street Brunch: Jobs Report Due Despite Holiday Sell Nike: Overpriced On Pandemic-Era Performance And Turnaround Hopes Nike Earnings Preview: The Company Really Needs To Return To Mid-Single-Digit Revenue Growth Nike options chain shows upside-heavy positioning into earnings Authentic Brands is seen as a logical suitor of Nike's Converse brand

"Price Collapse" Hits Memory Sticks As Hoarded Inventory Floods Market After Google's DeepSeek Moment Following our " Google's DeepSeek Moment " report last week, which detailed how TurboQuant, a compression algorithm for large language models and vector search engines, could sharply reduce AI memory requirements and sparked a selloff in top memory stocks, a Taiwanese financial outlet is now reporting a plunge in memory stick prices this week. Taiwan-based Economic Daily News reports that DDR5 memory stick prices have dropped by 15% to 30%, marking the first major price correction after a rally that began in early fall, as AI data center demand for memory ramped up. The correction comes as the market expects lower memory demand following the unveiling of Google's TurboQuant. In the U.S., Amazon listings showed steep declines in DDR5 pricing. In mainland China, retailers described the move as a " price collapse ," with 16GB DDR5 modules falling from about $145 to $101 and 32GB modules dropping from about $435 to $319, based on current exchange rates. Distributors said the price drop was driven by sellers dumping previously hoarded inventory . Reporters Li Mengshan and Xie Shouzhen posted an infographic on price drops by region, which we have translated here: United States Amazon Micron 32GB 6400MHz DDR5 module fell from a high of $490 to $379.99, a correction of nearly 30%. 16GB 5200MHz DDR5 module fell from $260 to $219.99, a decline of more than 15%. Mainland China Local channel data shows mainstream 16GB DDR5 module prices recently fell to around RMB 700, a drop of about 30%. 32GB DDR5 module prices fell from RMB 3,000 to around RMB 2,200, a decline of about 27%. Prices for DDR4 and DDR5 on secondhand platforms have also fallen in tandem. Taiwan manufacturers' view The DRAM uptrend has not yet peaked. Overall pricing momentum is still continuing. Original factory contract prices have not declined at all. "There is simply no need to worry." " Industry insiders poin...

Microsoft's Dynamics 365 growth, fueled by AI integration and rising enterprise adoption, is emerging as a key driver of revenue momentum and potential stock upside.

Jian Fan/iStock via Getty Images Elevator Thesis Neocloud giant Nebius ( NBIS ) has had a torrid outing at the stock market of late. Since I last covered the stock , it is down around 3%, as the broader tech space has been blown to smithereens. Beyond that, the story has shifted toward heavier capital needs, more leverage, and rising dilution risk. Consequently, over the past six months , the stock has shed over 14%, and is up just 10%, compared to last year’s 263% jump. Zooming out, though, I feel the bigger picture points to a far more conducive outlook that’s being muddled by the current backdrop. Though Nebius has set a remarkably lofty long-term target and left little breathing room, the medium-term $150 target remains defensible (as discussed later in the piece). From a financial perspective, demand for AI computing power continues to explode, and the sector is moving towards all-in-one AI platforms. In that environment, Nebius remains a clear standout in bringing fresh capacity online while connecting its global GPUs into a single, flexible system, earning money not just from infrastructure but also from higher-value AI services. Why Nebius may have the edge over CoreWeave Nvidia Blackwell GPUs (Nebius) Though CoreWeave ( CRWV ) gets far more attention in the news, I’d argue that, once you strip away the noise, Nebius is building a far more flexible and durable neocloud model. CoreWeave excels in offering its burgeoning customer base raw, high-performance GPU clusters for incredibly demanding AI workloads. Think of it like a fine-tuned race car that goes like a flash but is built for a narrower use case. Nebius, by contrast, is developing something I’d compare to a rail network, where it isn’t just about robust locomotives but also the switches, routes, and scheduling system that enable traffic to move swiftly across the map. What Nebius does so brilliantly is layer a wide variety of GPUs across multiple regions. That gives it far greater elasticity and fleet...

格隆汇3月31日｜恒大汽车公告称，公司尚未物色到合适的战略投资者以提供本集团非常需要的财务支持，集团继续将其有限的财务资源集中于必要的营运活动，以维持基本业务营运。恒大汽车股份已于2025年4月1日上午九时正起暂停于联交所主板买卖，并将继续暂停，直至进一步通知为止。

YieldMax Ultra Short Option Income Strategy ETF ( SLTY ) announces weekly distribution of $0.4000, -14.08% lower from the prior week's distribution of $0.4563. The annual distribution rate is 70.34%, with an SEC yield of 4.32%. The return of capital is 9.15%. Payable April 2; for shareholders of record April 1; ex-div April 1. Source: Press Release More on YieldMax Ultra Short Option Income Strategy ETF Dividend scorecard for YieldMax Ultra Short Option Income Strategy ETF

格隆汇3月31日｜LME伦铜涨幅扩大，现涨1.0%，最新报12346.11美元/吨。

寧德時代(03750) 海外監管公告-其他 信報網站

YieldMax S&P 500 0DTE Covered ETF ( SDTY ) announces weekly distribution of $0.2500, -4.08% lower from the prior week's distribution of $0.2602 The annual distribution rate is 33.80%, with an SEC yield of 0.00%. The return of capital is 0.00%. Payable April 2; for shareholders of record April 1; ex-div April 1. Source: Press Release More on YieldMax® S&P 500 0DTE Covered Call ETF Seeking Alpha’s Quant Rating on YieldMax® S&P 500 0DTE Covered Call ETF Dividend scorecard for YieldMax® S&P 500 0DTE Covered Call ETF