纽约联邦储备银行周一发布的数据显示，3 月份供应链压力升至 2023 年初以来的水平。 该行在最新的 全球供应链压力指数 中表示，该指数升至 0.68 ，较 2 月份的 0.54 小幅上升。指数为 0 代表供应链压力处于正常水平，数值为正则意味着压力不断加大。 纽约联储未给出 3 月份指数上升的原因，但几乎可以肯定与美以袭击伊朗引发的中东战乱所造成的供应链中断有关。不过，即便 3 月份有所回升，当前读数仍远低于 2021 年 12 月的 4.49，当时新冠疫情相关压力正严重冲击经济。 责任编辑：郭明煜

Got $1,000? Nvidia vs. Palantir — Only One Deserves Your Money Right Now 24/7 Wall St.

Nvidia (NASDAQ: NVDA) and Palantir Technologies (NASDAQ: PLTR) both reported blockbuster quarters and sit at different layers of the same AI wave. Nvidia sells the physical infrastructure that makes AI possible; Palantir sells the software intelligence that makes AI actionable inside real organizations. Comparing them after earnings reveals two very different bets on how the ... Got $1,000? Nvidia vs. Palantir — Only One Deserves Your Money Right Now

Got $1,000? Nvidia vs. Palantir — Only One Deserves Your Money Right Now 247wallst.com

The Zacks Analyst Blog Highlights NVIDIA, AMD, Applied Materials, Lam Research and Micron Technology Zacks Investment Research

The Zacks Analyst Blog Highlights NVIDIA, AMD, Applied Materials, Lam Research and Micron Technology zacks.com

Nico De Pasquale Photography/DigitalVision via Getty Images Eisai ( ESALF ) and Biogen ( BIIB ) have reported three contradictory effects of their drug Leqembi on Alzheimer’s disease. Originally, they acknowledged that the drug only had a positive effect on APOE4 carriers, then they reported that it had a negative effect on APOE4 carriers with two copies of the gene, and finally that it is effective for both non-APOE4 carriers and APOE4 carriers. Of these three iterations, the first was closest to the truth. If and when, real world data catches up to Eisai and Leqembi, it may have a negative effect on both stocks as sales for non-APOE4 carriers will decline. Through acquisitions and other drugs in its pipeline , Biogen may be better able to withstand this potential storm than Eisai, but there is nothing in the near term horizon that suggests that Biogen’s stock will move substantially up or down. I have told many of the elements of this story before, but will now update it with additional analysis. Eisai (which serves as the lead company for Leqembi) and Biogen initially reported that BAN2401 (the predecessor to Leqembi) had almost no effect on non-APOE4 carriers. It made this admission in part to try to address concerns that their results were largely a chimera due to the fact that the placebo group ended up with a higher number of faster progressing APOE4 carriers than the drug group. Eisai and Biogen argued because APOE4 carriers benefited more from their drug than non-carriers this imbalance was a non-issue (or maybe even a slight detriment). The placebo group numbers, however, probably would have been at least minimally better if it had lost as many APOE4 carriers as the drug group. The key acknowledgment from an Eisai official, though, was the following: Did APOE4 affect response to treatment? The subgroup anaylsis said yes, Swanson reported. Carriers on the highest dose had less cogntive decline at 18 months than the noncarriers or the group overall. On ADCOM...

Investment Thesis Datadog ( DDOG ) offers an observability and security platform that helps companies manage their technology stack. The continued adoption of hybrid cloud environments, accompanied more recently with the introduction of AI tools, has scattered organizations' infrastructure and workflows across numerous cloud providers and software applications. Datadog addresses this issue by providing a single-pane-of-glass view of an organization's technology stack, allowing organizations to identify and resolve problems quickly. Over time, the company has introduced new products, increasing the stickiness of its platform and positioning itself to benefit as a solution for companies looking to consolidate the number of software vendors in their technology stack. Hybrid cloud environments, GenAI adoption, and software vendor consolidation all serve as tailwinds for Datadog; because of this, I believe shares of DDOG are a buy at current prices. Overview of Datadog's Observability Platform Datadog was founded in 2010 by Olivier Pomel (the current CEO) and Alexis Le-Quoc (the current CTO) to eliminate friction between development teams and operations teams. This friction stemmed from the fact that these two departments were not operating on the same information. Was a software application's slow performance due to a development error? Or was it an issue with the operation team's infrastructure? The lack of a shared tool between these two groups created blind spots that made answering these questions difficult and time-consuming. Datadog solves this problem by serving as an observability and security platform for an organization's entire technology stack. Instead of using separate tools, Datadog provides development and operations teams (and more recently, security and business teams) with a " single pane of glass " view of their company's infrastructure. This shared view of data breaks down the friction between these different teams, allowing them to solve problems mo...

Barclays Maintains Oracle(ORCL.US) With Buy Rating, Maintains Target Price $240 Moomoo

Barclays Maintains Oracle(ORCL.US) With Buy Rating, Maintains Target Price $240 moomoo.com

Scott Eisen/Getty Images Entertainment Seven-time Super Bowl champ Tom Brady is helping SharkNinja ( SN ) sell barbeque grills, pizza ovens, and coolers with a new “Tom Upgrady” ad campaign to encourage families to improve their outdoor space. To kick off the campaign, SharkNinja’s Tom Upgrady van surprised Boston-area homeowners with a “backyard upgrade” with merchandise from SharkNinja’s outdoor portfolio and face time with the MVP quarterback. Citing data from the ICFA Outdoor Living Trend Report, SharkNinja ( SN ) claims 77% of U.S. households with outdoor space are not using it as much as they’d like. “Tom Upgrady aims to change that by bringing high-performance outdoor products and inspiration directly to homeowners to show what’s possible with the right setup,” the company said. The ad campaign continues through the summer, inviting customers to compete for the “MVP treatment” by sharing their backyard setups. More on SharkNinja SharkNinja: Still A Buy As Market Share Gains Defy Macro Weakness SharkNinja, Inc. (SN) Q4 2025 Earnings Call Transcript SharkNinja, Inc. 2025 Q4 - Results - Earnings Call Presentation SharkNinja expects 10%–11% sales growth and $5.90–$6 EPS in 2026 while launching $750M share repurchase SharkNinja adds a $750M buyback program after recording double-digit sales growth in Q4

Oracle (ORCL) Appoints New CFO to Support Cloud Expansion GuruFocus

Oracle (ORCL) Appoints New CFO to Support Cloud Expansion gurufocus.com

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting with us, check out the Odd Lots Discord , where you can hang out and talk with us and with other listeners 24/7. Here’s what Tracy’s thinking about... Last week I went on Slate’s What Next: TBD podcast to talk about troubles in private credit. You can listen to the whole thing over here , but one thing I want to reiterate is that there’s very good reason to be worried about what’s happening with private credit even if you don’t think we’re about to see a financial ‘crisis’ of some sort. In fact, one thing I said on the podcast is that the whole question of ‘Is this going to be a 2008-style crash?’ is kind of frustrating because it tends to frame the issue as an either/or scenario. Either we’re getting a repeat of the great financial crisis (which would be bad), or we’re not (which implies everything is fine). I argue that even without a 2008 redux, everything is not fine. To understand why, take a look at the below chart from Alliance Bernstein’s Co-Head of Institutional Solutions (and Odd Lots guest ) Inigo Fraser-Jenkins. It shows US credit from private versus public sources (i.e. bank lending) as a percentage of GDP. What’s clear is that America’s marginal credit creation has in recent years come not from bank lending, but from the private market. Inigo’s second panel tells another story — the world’s supply of equity is stagnating and only the decision to include Chinese shares has made it appear positive in recent years. Meanwhile, in the US, we know that IPOs have been dwindling (see our Saturday interview with Scott Bok ) and share buybacks have also shrunk the overa...

Billionaires don’t buy on a whim as most retail investors do, since they have an extreme amount of resources they can spend before they make the decision to go ahead and buy a stock. Stocks like Amazon (NASDAQ:AMZN), Nvidia (NASDAQ:NVDA), and Microsoft (NASDAQ:MSFT) have seen interest from multiple billionaires. This begs the question: what’s going on with ... Billionaires Are Buying up These 3 Stocks Like Hot Cakes

JHVEPhoto/iStock Editorial via Getty Images Even though I own shares in one of its competitors, I do think that one of the most interesting companies on the market today is Kinder Morgan, Inc. ( KMI ). Despite a rather controversial operating history, the company has gone on to create significant value for shareholders. Cash flows have increased in recent years, and the company is trading at levels that are comparable with other similar enterprises. Relative to other businesses in the space, I would say that it's more of a fair value play than it is an undervalued one. That is especially true after its recent run higher. The stock is actually up 26.6% since I reaffirmed it as a ‘buy’ earlier this year. By comparison, the S&P 500 is down 8.3%. But that's nothing. Since I originally rated it a ‘buy’ in July of 2017, the stock has generated upside for investors of 164.7%. The market over that same time is up similarly but still lags, with a return of 157.3%. Alas, all good things must come to an end. After this recent surge higher, I think that market-beating potential for the company is more limited than it was in the past. This doesn't mean that I don't believe in it from an operational standpoint. The firm does have a bright future ahead for it. But based on its current valuation, as well as other fundamentals, I think that downgrading it to a ‘hold’ rating makes sense at this point. Of course, this could change as new data comes in. But for now, a neutral assessment for the stock is warranted. Taking A Fresh Look At Kinder Morgan Kinder Morgan At its core, Kinder Morgan operates as a midstream/pipeline operator. Management describes the company as one of the largest energy infrastructure businesses in North America. And honestly, it does live up to that name. At the end of 2025, the business owned an interest in or operated around 78,000 miles of pipelines. It also had 136 terminals, 706 Bcf of working natural gas storage capacity, 6.9 Bcf per year of gross product...

Rocket Lab (NASDAQ: RKLB) just ripped higher, but the market may be celebrating the wrong catalyst. This video breaks down why Neutron's timeline matters more than SpaceX IPO hype, and why the stock's long-term upside still depends on execution catching up with belief. Stock prices used were the market prices of March 30, 2026. The video was published on March 31, 2026. Continue reading

Where Will Micron Technology Stock Be in 5 Years? fool.com

The Big Reason Behind Micron's Impressive Growth? Prices Have Been Soaring, and That Isn't Sustainable fool.com

4月6日，美国总统特朗普就伊朗回应美国提出的停战提议作出回应。特朗普评价称，伊朗的提议虽然有意义，但还不够好。特朗普还表示，若由他选择，他会“拿走石油”。（央视）

Apple (NASDAQ:AAPL) and Tesla (NASDAQ:TSLA) both reported earnings this year, and the results diverged sharply. Apple delivered a record-breaking quarter built on hardware demand and a growing services flywheel while Tesla reported shrinking revenue, collapsing net income, and a pivot story that remains more promise than proof. In this article, we compare the two giants. ... Apple’s Record $143 Billion Quarter Exposes Just How Far Tesla Has Fallen

AMC Entertainment Holdings Inc. saw a surge in ticket sales and concessions over the long Easter weekend, buoyed by The Super Mario Galaxy Movie . A sequel to the 2023 hit The Super Mario Bros. Movie , the latest version grossed more than $370 million at the box office, kicking off a spring and summer loaded with blockbusters. AMC said more than 6 million moviegoers attended AMC theaters in the US or Odeon cinemas internationally from April 1 through April 5. That helped the cinema chain post the most combined admissions and food and beverage revenue over the long holiday weekend in its 106-year history. Merchandise for the animated movie, including collectibles such as the Yoshi popcorn bucket, was “a major hit” with moviegoers, according to AMC. The resulting sales trailed only the AMC-distributed Taylor Swift: The Eras Tour concert film in October 2023. AMC shares jumped as much as 13% on Monday. They were down 28% this year through Thursday, before markets closed for the long weekend. Illumination partnered with Nintendo Co. to bring the adaptation of the family-friendly video game to the big screen. The film, voiced again by Chris Pratt and Charlie Day, was co-financed by Comcast Corp. ’s Universal Pictures and Nintendo and was released by Universal. AMC also benefited over the weekend from new releases like The Drama , starring Zendaya and Robert Pattinson , and sustained momentum from Project Hail Mary and Hoppers. “We have long said that theatrical exhibition is strongest when there is a compelling and diverse slate of films for guests to enjoy,” AMC Chief Executive Officer Adam Aron said in the statement.

Palantir stock price forecast: $146.00 support as PLTR trades flat Traders Union

特朗普在白宫向记者发表讲话。 特朗普谈及伊朗表示，如果让他选择，他会想“拿走石油，因为它就摆在那里，唾手可得”。 “他们对此无能为力，”他说。 “不幸的是，美国人民希望我们回家，”他补充道。 责任编辑：李桐

Wheat fell as rains forecast for this week in the US Plains should help to alleviate drought conditions that have stressed fields. While dry weather will prevail across the US in the next couple of days, an active pattern by midweek will lead to “light to moderately heavy precipitation in California and from the southern High Plains into the southern and eastern Corn Belt,” according to a US Department of Agriculture outlook . Futures for soft red winter wheat in Chicago fell as much as 1.6% to $5.885 a bushel, the lowest intraday level since March 25. Hard red winter wheat , favored in states such as top grower Kansas, dropped as much as 2.2%. The weather forecast weighed on wheat prices even as uncertainty surrounding the war in Iran continued to sideline some traders. Iran has rejected a US proposal for a ceasefire, according to a Iranian TV report. Meanwhile, US government data released Friday showed investment funds have turned bullish on Chicago wheat for the first time in nearly four years, a bet linked both to arid conditions and worries over soaring fuel and fertilizer costs amid the war in Iran. Some speculators are betting that global grain stockpiles will start to get drawn down. Fertilizer prices were already elevated prior to the US and Israel’s attacks on Iran that resulted in a virtual shutdown in the Strait of Hormuz, where roughly a third of global fertilizer supply passes through. Read More: Iran Conflict Sparks Global Rush For Critical Fertilizers American growers now are finalizing plans for the spring planting season, with acres of all varieties of US wheat estimated by USDA to drop to the lowest since record keeping began in 1919 . The USDA is also set to publish the first domestic wheat-condition rating of the year later on Monday, along with a monthly supply and demand report due Thursday. Corn futures touched the lowest since March 10 before steadying, while soybeans ticked higher. “Grain markets are still rangebound — back to weather and w...