Oracle’s stock has been weighed down by fears of overspending on AI, but Bernstein believes the company’s big bet is on track to pay off

The post The Demand for Rare and Precious Metals is Rising. This Web App Gives Investors Direct, 24/7 Access to Gold, Uranium, and More. by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Benzinga Money is a reader-supported publication. We may earn a commission from the advertisers associated with this article. Read our Advertiser Discloser . The demand for rare earth and precious metals has intensified, driven on one hand by industrial applications and on the other by investors seeking portfolio diversification amid economic uncertainty. The U.S. governmentʼs establishment of a U.S. critical mineral reserve has brought further attention to precious metals, which are essential to modern manufacturing and used in everything from smartphones to wind turbines and fighter jets. Existing options to invest directly in these metals — such as ETFs, managed funds, company stocks, etc. — often have limitations, including regional restrictions, strict trading hours, high entry barriers, and minimum purchase requirements. Investors are often provided only with indirect exposure and must depend on asset managers or specific platforms, exchanges, or brokerages to invest in each metal. Metals.io removes those traditional barriers to investing in metals, providing individual investors 24/7 global access to rare earth metals, critical metals, gold, uranium, and more. Sign up today. Why You Should Invest in Metals With Metals.io Metals.io offers multiple advantages designed to improve accessibility and portfolio management for metals investments. Tokenized metals Metals.io enables direct ownership of physical metals through blockchain-powered tokenization. Each token acts like a “warehouse receipt,” proving that you have ownership of physical assets stored on your behalf by a trusted provider, while removing many of the limitations of traditional commodity investments, such as high minimum purchase requirements, limited transpar...

10am: Nasdaq opens flat, Dow opens higher US stocks started higher, but have flattened off, with the tech-heavy Nasdaq now a handful of points in the red. The Dow Jones is up 0.4% at above 45,350, while the S&P 500 has added 0.2%. Among Nasdaq 100 stocks, fallers are being led by...

Buy low and sell high. Investors are certainly familiar with this popular adage regarding the stock market. It seems so simple. And of course, who doesn't want to be able to successfully jump in and out of stocks? But this implies, at a high level, that you can properly time the market. While alluring, this is an extremely overrated activity. Here's why. Image source: Getty Images. Continue reading

Eli Lilly (NYSE: LLY) is a leading healthcare company that has been generating some incredible results in recent years. It has some excellent GLP-1 drugs in its portfolio -- Zepbound and Mounjaro -- which are in high demand from patients looking to lose weight and become healthier. The knock on the stock these days, however, is that it may have gotten too expensive, and that demand may also slow down in the future. As a result, shares of Eli Lilly haven't been all that hot of late. Instead, they've been in a bit of a tailspin. But investors shouldn't count out the healthcare stock , as its CEO believes there could be a catalyst in the near future. Continue reading

A big potential catalyst for any stock is always its quarterly earnings report, which can give investors a good indication of whether its business is on the right path or not. If a company posts better-than-expected numbers or provides encouraging guidance, it can give the stock a huge boost. On the flip side, however, if investors are underwhelmed with what they see, that can quickly lead to a sell-off. On April 22, AT&T (NYSE: T) will report its first-quarter earnings for 2026. This comes after the company posted some strong fourth-quarter numbers a few months ago. There will also be plenty of attention given that rival Verizon Communications also reported impressive subscriber growth in its quarterly report recently. This means for AT&T, expectations may be elevated for Q1 to see not only if it can build off strong Q4 numbers but also if it can keep up with Verizon. Should you invest in AT&T stock before it releases its upcoming earnings numbers? Continue reading

England manager Thomas Tuchel says he is not disappointed with the players who have pulled out of the squad for Tuesday's friendly against Japan.

共和党人希望“让美国再次健康”（Make America Healthy Again，简称MAHA）运动成为共和党“大帐篷”中的长期组成部分。但在今年11月中期选举到来之前，共和党不能确定它仍会继续支持自己。 最新民调显示，美国民众普遍对特朗普政府在健康议题上的优先事项感到失望，也显示民主党有机会争取卫生与公共服务部长小罗伯特·F·肯尼迪的MAHA支持者。 多数美国人将MAHA与共和党联系在一起，但这种联系并不绝对；而且多数人认为特朗普政府在“让美国再次健康”方面做得不够——甚至包括41%的特朗普2024年选民也持这一看法。 这一迅速发展的政治运动，被两党官员认为帮助特朗普赢得了2024年总统选举，并且已经开始改变共和党处理健康政策的方式——从重新设计食品金字塔，到撤销部分疫苗建议，无所不包。 然而与此同时，许多民调受访者认为民主党在该运动关注的核心健康议题上反而更具优势。 例如，受访者更倾向于认为民主党值得信任，能够让国家变得更健康，也更愿意改善美国的健康状况；而持同样看法支持共和党的人较少。另一方面，共和党则被认为比民主党更容易受到食品行业和农药行业游说集团的影响，而这些行业恰恰是MAHA运动最主要的敌人之一。 责任编辑：陈钰嘉

格隆汇3月30日｜纳指转跌，标普500指数现大致持平，道指现涨0.3%。

TCL科技公告，公司拟通过发行股份及支付现金的方式购买广东恒健投资控股有限公司、广州城发星光投资合伙企业（有限合伙）、科学城（广州）投资集团有限公司合计持有的广州华星光电半导体显示技术有限公司45.00%股权，交易价格为93.25亿元。同时，公司计划募集配套资金不超过46.62亿元，用于支付本次交易的现金对价、中介机构费用及相关交易税费。本次交易完成后，TCL科技将直接及间接控制广州华星半导体100.00%的股权比例，进一步强化其在半导体显示行业的核心竞争力。

Edward Yardeni, president at Yardeni Research, expects bond yields to “fluctuate at these levels,” as the war in Iran continues. (Source: Bloomberg)

电动汽车制造商们正竞相开发速度最快的电池充电器以获取竞争优势，而中国生产商再次脱颖而出。消费者对电动汽车最大的诟病之一，是与内燃机汽车加油相比，电动汽车充电所需时间太长。这促使多家电动汽车制造商在过去十年中大力投资充电技术的研发。一些电动汽车生产商现在认为他们可能已经找到了解决方案——超快充电器。 2022年，中国汽车制造商小鹏汽车推出了其S4超快充技术，称其为其G9 SUV充电五分钟可提供210公里的续航里程，此后，开发最有效的超快充电器的竞赛便拉开了序幕。 今年3月，中国增长最快的电动汽车制造商比亚迪宣布，其最新的闪充充电器能够提供高达1.5兆瓦的功率，约为美国现有“超快速”350千瓦系统功率的四倍。测试显示，比亚迪的电池可在短短五分钟内从10%充至70%，在约九分钟内从10%充至97%。 这意味着驾驶员或许能在略高于加满一箱油所需的时间内获得高达600英里的续航里程。比亚迪首席执行官王传福表示，建议将充电限制在97%，因为剩余的3%可以通过再生制动产生。 比亚迪能够实现这一壮举，得益于其对电动汽车整个制造过程的强有力掌控，包括车辆、电池电芯和充电硬件。该公司从使用磷酸铁锂技术转向磷酸锰铁锂技术，这使得能量密度提高了约5%，同时在大电流负荷下仍能保持稳定性。该公司需要改变电池的每一个组件以实现超快充电，包括电极、电解液和隔膜，这些组件现在能够承受1.5兆瓦充电的强电流而不会过热或性能衰减。 该技术预计将于4月在巴黎亮相的比亚迪腾势Z9GT上搭载。比亚迪计划到今年年底在中国安装超过1.6万个新型充电桩，在欧洲安装约2000个。每个充电站将配备固定式储能电池，以缓冲电网需求并抵消可能压垮基础设施的负荷峰值。尽管该技术在实验室中取得了令人印象深刻的结果，但仍需在实际环境中使用，以验证充电器是否能达到比亚迪所宣称的性能。 其他中国电动汽车制造商也在紧追比亚迪，一直在开发自己的超快充电技术。中国汽车制造商极氪去年4月展示了一款全液冷超快充电桩，据称每个充电枪可提供高达1.2兆瓦的功率。不过，目前尚不清楚该公司是否已开发出与该新充电器兼容的电动汽车。 中国的宁德时代已推出了多种电池技术，包括其第二代神行电池。该公司于2021年交付了全球首款钠离子电池，前景广阔，因为钠既便宜又储量丰富。新一代电池据称可提供1.3兆瓦的峰值充电功率，每充电一秒可提供约2.5公里的续航里程。 与...

纳斯达克100指数转为下跌，回吐了此前0.9%的涨幅。标普500指数持平，道指现涨0.3%。

房利美涨超33%，房地美涨近32%，此前投资者Bill Ackman表示，房利美和房地美便宜得离谱。这是极致的不对称性。它们可能带来10倍的回报，而且这种情况可能很快就会发生。Ackman还表示，世界上一些最优质的企业正以极低的价格交易。这是很长一段时间以来买入优质资产的最佳时机之一。

格隆汇3月30日｜消息人士透露，数百名美国特种作战部队人员，包括海军海豹突击队、陆军游骑兵、海军陆战队和陆军伞兵，目前已部署在中东地区。

China Southern returns to profit in 2025 after five years of losses Reuters

The $200 Billion Gamble: Inside Amazon’s (AMZN) 2026 AI Supercycle FinancialContent

The $200 Billion Gamble: Inside Amazon’s (AMZN) 2026 AI Supercycle markets.financialcontent.com

The $200 Billion Gamble: Inside Amazon’s (AMZN) 2026 AI Supercycle The Chronicle-Journal

Should Tesla be Worried About BYD? AOL.com

The artificial intelligence chip giant Nvidia (NASDAQ: NVDA) has struggled this year, with the stock down over 11%. That's despite strong quarterly results and forward guidance above Wall Street consensus estimates. At a company conference earlier this year, Nvidia CEO Jensen Huang said he expects $1 trillion in sales of its current Blackwell platform and the soon-to-be-launched Vera Rubin platform between this year and 2027. Image source: Nvidia. Continue reading

格隆汇3月30日｜房利美、房地美涨幅一度扩大至32%，此前比尔·阿克曼认为，房利美和房地美的股价有10倍上涨的潜力。

(RTTNews) - Flex Ltd. (FLEX), an electronics manufacturer, said on Monday that it has inked a deal to buy Electrical Power Products, Inc., a provider of engineered-to-order electrical power control and protection systems, for around $1.1 billion in an all-cash deal.

“三桶油”业绩明显分化。 2025年国际石油市场供需格局生变，布伦特原油全年均价同比跌近15%，叠加国内成品油需求下滑、化工品市场毛利收窄，中国石油（601857.SH）、中国石化（600028.SH）、中国海油（600938.SH）三大能源企业（“三桶油”）集体业绩承压。 加上自今年2月底以来，中东局势持续发酵，考验着“三桶油”供应链的韧性及风险应对能力。从业绩会信息可以看到，“三桶油”通过敲定年度资本开支方案、重塑企业发展愿景与战略目标，规划了未来五年的核心发展路径。 业绩承压下经营韧性凸显 “2025年全球石油市场供应端大幅放量，创近20年新高；需求端增长放缓，供需格局由紧转松。”在2025年业绩会上，中国海油高级副总裁、首席财务官穆秀平如是描述去年全球石油市场，并称因受经济增长预期、地缘政治局势、货币政策调整等因素影响，国际油价总体震荡下行，布伦特平均油价同比降近15%，至68.2美元/桶。 在能源市场价格下行与需求疲软的双重挤压下，“三桶油”业绩明显分化。 中国海油依托上游成本控制优势稳住基本盘，2025年营业收入同比减少5.3%至3982.2亿元，归母净利润同比下降11.5%至1220.82亿元；中国石化因受下游业务拖累，去年营业收入同比下跌9.46%至2.78万亿元，归母净利润同比下降36.8%至318.1亿元，连续四年下滑；中国石油则凭借全产业链均衡布局展现出更强韧性，公司去年营业收入仅同比微降2.5%达2.86万亿元，归母净利润同比下滑4.5%至1573亿元，降幅低于同行水平。 中国石化集团董事长侯启军指出，国际原油价格大幅下跌、化工市场毛利低迷，是公司效益大降的主要原因。具体来看，中国石化11大主要外销产品销售均价全线下滑，其中原油、柴油、基础化工原料等产品价格跌幅在7%以上，由此导致公司炼油事业部和营销及分销事业部对外销售石油产品收入同比降低了11.7%至1.62万亿元，化工产品对外销售收入同比降低9.6%至3780亿元，而这两大类别产品合计占公司营业总收入比重超七成。 面对市场压力，“三桶油”将上游增储上产作为稳局关键。2025年，中国石化油气产量同比增长1.9%，达525百万桶油当量，创历史新高；中国海油油气净产量为777.3百万桶油当量，同比增长7%，连续多年增长；中国石油油气当量产量1841.9百万桶，同比增长2.5%。 在穆秀平看来，...

黑色背景下一块灰色墓碑，中央刻着 “安息”（RIP），碑底边缘残破。墓碑下方是几只橙色鞋底 —— 有的仅勾勒轮廓，有的已填色 —— 箭头标示出舞步轨迹。 作者：弗兰克・布鲁尼先生是《纽约时报》特约观点专栏作家，在时报任职逾 25 年。 特朗普总统状态下滑的迹象比比皆是，但在一件事上，他无疑变得更刻薄、更迅速。 他在 诋毁逝者 时最为巅峰。 他过去做这事还更杂乱无章一些。2018 年 8 月约翰・麦凯恩去世后，特朗普对这位亚利桑那州参议员的抹黑软弱又断断续续，那句总结性评价 ——“我从来都不是他的粉丝”—— 直到半年多后才说出口。这番话既多余又不得体。早在 2015 年，特朗普就已明确表露对麦凯恩的鄙夷，当时他嘲讽麦凯恩五年半的战俘经历，暗示赢家不会被俘、不会受虐。 而对科林・鲍威尔的身后攻击，他快得多。这位战功赫赫的将军、前国务卿于 2021 年 10 月离世，特朗普在 24 小时内便公开发表谴责。他揪住鲍威尔 “在伊拉克问题上犯下的重大错误” 不放，还指责他对共和党同僚不忠，说白了就是鲍威尔拒绝向特朗普卑躬屈膝。特朗普衡量人的标准从来不是他们为他人做过什么，而是他们有没有顺他的意。他用的是自恋者的标尺。 一周前的周六，前联邦调查局局长罗伯特・米勒去世的消息刚传出，特朗普几乎同步就对其恶语相向，极尽幸灾乐祸。“太好了，” 他在社交媒体发文狂喜道，“我真高兴他死了。他再也不能伤害无辜的人了！” 对麦凯恩和鲍威尔的坟冢，特朗普跳的是懒散的华尔兹。对米勒，他跳的是激烈的吉特巴。 而我们转眼就翻篇了。我们向来如此。这就是特朗普道德沦丧的可怕之处 —— 此类言行实在太多，没有哪一次、哪一件事能长久抓住我们的注意力。他把我们的记忆塞到饱和，新的卑劣迅速覆盖掉旧的卑劣。 但我们先别急着把他对米勒的诋毁抛之脑后。出于多个原因，这件事不该只换来一瞬的皱眉。 麦凯恩、鲍威尔、米勒三人的人生有一条共同线索：他们都是退伍军人，都亲历过战场，都因在越南服役负伤而获得铜星勋章与紫心勋章 —— 而那个地方，特朗普当年靠着一张声称自己患有足跟骨刺的医生证明，轻轻松松躲过了兵役。 面对这些人的榜样，特朗普会感到羞愧吗？他显然只会对他们的选择感到不解。除非有几百万美元的回报，否则特朗普连被纸划伤一点皮都不肯冒险。据多家媒体报道，他私下里把在战争中牺牲的美国人称作 “傻瓜”，说他们不该拿生命冒险 —— ...

犯罪分子正利用西得克萨斯石油产区（该地区占全球能源资源的15%）的薄弱环节进行作案。这股新兴的原油盗窃浪潮正给二叠纪盆地各油气运营商造成数十亿美元的预算损失，并正演变为国家安全威胁。 据报道，油气生产商因油田盗窃每年至少损失10亿美元甚至更多，该媒体将这种情景描述为仿佛从《疯狂的麦克斯》电影中直接搬出来的场面。 二叠纪盆地的核心地带是马丁县，这是美国最重要的产油县之一。 媒体采访了警长兰迪·科扎特，他估计每周约有500桶原油被盗。行业团体表示，全州范围内的损失正在累积，每年在10亿至20亿美元之间。 “有钱的地方就有犯罪，”科扎特解释说。“而现在石油行业钱很多，”他说，尤其是西得克萨斯中质原油价格接近每桶100美元，部分原因是中东地区的能源冲击。 二叠纪盆地的主要问题之一是近期犯罪活动的增加，一些人认为这是由于拜登-哈里斯政府“亡国”式的开放边境政策所致。 得克萨斯州独立生产商和特许权所有者协会主席埃德·隆格内克告诉彭博社，该地区的石油公司可能面临高达20亿美元的损失。他指出，这一数字并未涵盖新墨西哥州所属二叠纪地区的盗窃案。 “过去油田里的老笑话是，如果东西没被栓牢，就会被偷走，”二叠纪盆地石油协会负责政府事务和沟通的迈克尔·洛萨诺说，并补充道：“现在他们会拧下螺栓，连螺栓也偷。” 达拉斯联邦储备银行最近对石油高管的调查显示，至少60%的受访者表示其运营受到了石油盗窃的影响。 媒体描述了窃贼使用的一种偷油方法： 当局称，如今二叠纪盆地的窃贼可能会在光天化日之下将真空卡车连接到储罐上抽走原油，有时会遮挡车牌或更换车辆以逃避执法。 现在，监管机构和联邦调查局已经注意到这一问题，因为这些石油盗窃正日益构成经济安全和关键基础设施的威胁。 得克萨斯州和新墨西哥州的当地官员正密切关注这场石油盗窃危机。得克萨斯州的应对措施是，在铁路委员会下成立了一个特别工作组，立法者正在研究总体经济损失，联邦调查局的参与程度也在加深。 如今的问题在于，随着无人机威胁和破坏活动的风险持续上升，源自中东的能源冲击以及由此产生的国家安全威胁，是否会迫使州政府和联邦政府加强从美国湾到二叠纪盆地及其他地区的关键能源基础设施。 责任编辑：张俊 SF065

Japanese Prime Minister Sanae Takaichi said on Monday she will consider holding talks with the Iranian leadership at an “appropriate” time based on the national interest as tensions remain high in the Middle East. Takaichi’s remarks come as prospects for a US-Iran meeting mediated by Pakistan remain uncertain, with US President Donald Trump later renewing threats to hit Iranian energy infrastructure if a deal is not reached. “I will judge the appropriate timing for holding talks based on the...

alexsl Wall Street’s major market averages moved higher on Monday as investors looked to navigate the holiday-shortened trading week with eyes continuing to focus on the Middle East conflict. The tech-focused Nasdaq Composite ( COMP:IND ) was +0.2%. At the same time, the benchmark S&P 500 ( SP500 ) was +0.3%, and the blue-chip Dow ( DJI ) was +0.4% From a sector-by-sector point of view, nine of the 11 S&P segments were in the green, with energy at the top of the list. At the other end of the spectrum, industrials has been the weakest sector of the session. Treasury yields edged lower across the curve. The 10-year Treasury yield ( US10Y ) fell 7 basis points to 4.43%, while the 2-year yield ( US2Y ) dropped 6 basis points to 3.84%. The 30-year yield ( US30Y ) declined 5 basis points to 4.91%. On the Iran war front, President Donald Trump said he could “take the oil in Iran” and potentially seize the country’s Kharg Island export hub as tensions in the Middle East entered their fifth week. Trump also said that the U.S. is in talks with a "new and more reasonable regime" in Iran to end its military operations in the Middle Eastern country. “The broader markets are on their way to a full blown correction, or a 10% drop from the index's most recent high. While there may be more downside ahead in the very short-term, we believe this stock market correction will be shorter in duration than most expect,” Alexander Guiliano, chief investment officer at Resonate Wealth Partners, stated. As for stocks that were on the move, Palo Alto Networks ( PANW ) climbed +5.5%, and shares of Sysco ( SYY ) fell -12.5%. Furthermore, Friday will be a market holiday due to Good Friday. More on markets Recession odds in 2026 jump to nearly 40% on prediction markets Apollo warns that the US10Y is mispriced by more than 50 bps as term premium surges 20 dividend stocks to watch as the Middle East conflict continues to shake markets Citi holds firm on S&P 500 target despite Iran tensions and the c...

(RTTNews) - Terrestrial Energy Inc. (IMSR), a developer of small modular nuclear power plants using its Generation IV Integral Molten Salt Reactor or IMSR technology, on Monday reported wider loss for the fiscal year 2025, due to higher expenses during the development phase, amid

格隆汇3月30日｜东鹏饮料公告，2025年实现营业收入208.75亿元，同比增长31.80%；净利润44.15亿元，同比增长32.72%。拟以公司未来实施2025年年度利润分配方案的股权登记日时的总股本为基数，向全体股东每10股派发末期现金红利人民币25元（含税），以资本公积金向全体股东每10股转增3股，不送红股，以截至本报告披露日的总股本初步测算，预计本次年度现金分红金额为人民币14.12亿元。