Arm Holdings and AMD both saw their stocks rise in March despite the tech sell-off.

Nvidia or AMD? We asked ChatGPT which is the better AI stock for Q2 2026 Finbold

Russia and Ukraine traded deadly strikes overnight and on Saturday morning, killing 10 people and wounding several dozen more, officials on both sides said on Saturday. The attacks came as Ukrainian President Volodymyr Zelensky travelled to Istanbul for talks with Turkish President Recep Tayyip Erdogan. He will also meet with Ecumenical Patriarch Bartholomew, the spiritual leader of Eastern Orthodox Christians. “We are working to strengthen our partnership to ensure the real protection of lives,...

Alistair Berg Wall Street ended the trading week higher, as investors balanced a stronger-than-expected March jobs report with rising geopolitical tensions that pushed oil prices sharply higher. For the week, the tech-heavy Nasdaq Composite popped 4.4%, while the S&P jumped +3.3%, and the blue-chip Dow added +2.9%. Oracle ( ORCL ) is reportedly cutting thousands of jobs, according to a CNBC report. These layoffs come as the company increases its investment in artificial intelligence infrastructure to strengthen its position against competitors in the cloud market. Cutting 20,000 to 30,000 employees could lead to $8 billion to $10 billion in incremental free cash flow, TD Cowen analysts wrote in a January note. In a March regulatory filing, the cloud computing company stated that it expects total costs related to its fiscal 2026 restructuring plan to reach as much as $2.1 billion, with most of the expenses tied to employee severance and associated costs. Tesla ( TSLA ) reported on Thursday that it delivered 358,023 vehicles in the first quarter, missing the consensus estimate of around 365,000 units. The company also stated that it produced 408,386 vehicles during the same period. Despite the shortfall, Q1 deliveries rose 6.2% compared to a year earlier, when Tesla delivered 336,881 vehicles in the first quarter of 2025. The company noted that demand was impacted by the expiration of electric vehicle tax credits, particularly affecting sales in the latter half of 2025 and continuing into 2026. Nike ( NKE ) dropped significantly after providing weaker-than-expected guidance during its earnings call. The company forecast that sales will decline by 2% to 4% in the fourth fiscal quarter, falling short of the consensus estimate, which had projected a 1.9% increase. Nike also highlighted a sharp slowdown in its Greater China segment, where it expects revenue to decline by about 20%. Applied Optoelectronics ( AAOI ) jumped 20% by the close of trading on Thursday and gained ...

The price of an ounce of silver surged by 144% in 2025, as investors piled into precious metals to hedge against rising economic and political uncertainty. It carried its momentum into 2026 and set a new record high of $121 per ounce in January, but it has since plummeted by 38% to trade at just $75 per ounce as I write this in early April. Unlike its close sibling, gold, silver is used extensively in industrial settings, with the majority of its demand coming from manufacturers of electronics, alloys, solders, and more. Therefore, its price is highly sensitive to changes in economic conditions. With geopolitical tensions raging in the Middle East and oil prices soaring, investors might be selling silver on fears of a global economic slowdown. Overall, precious metals have been a reliable investment over the long term, so investors might be wondering if they should buy silver while it's trading under the $100 milestone. Read on for the surprising answer. Continue reading

格隆汇4月4日｜以色列军方：探测到伊朗发射导弹，防御系统正在执行拦截任务。

格隆汇4月4日｜市场消息称，以色列耶路撒冷城内传出爆炸声。以色列媒体报道称弹片落在耶路撒冷城。

Napster CEO John Acunto explains how the company has been reimagined, shifting focus from traditional music streaming to what they call "streaming intelligence." Watch his full interview on Bloomberg This Weekend with hosts Christina Ruffini and Lisa Mateo. (Source: Bloomberg)

Bobex-73/iStock via Getty Images Robinhood ( HOOD ) stock is down by -25% since my last analysis , in which I issued a Hold rating on the company. However, now there's evidence that we could be set up at world-class entry point. I admit that the equity is valued speculatively, but I'm willing to overlook that on the premise that HOOD stock looks to track Bitcoin ( BTC ) broadly, as well as software. Therefore, once the crypto winter ends, I see it as quite logical that sentiment for HOOD stock will begin to rise. It's not a value investment, but it does have decent growth and is trading down from its prior highs significantly. To be specific, Hood is 55% below its all-time high. I rate the stock a Buy . Business Fundamentals Robinhood's growth positioning is elite, even if the fundamental value isn't. FY25 revenue grew 52%, adjusted EBITDA grew 76%, and adjusted EBITDA margin expanded by 8 percentage points. 11 of the company's businesses were already above a $100M annualized run-rate by the end of 2025. Furthermore, platform assets in FY25 were up by about 67% year-over-year (not all organic), with last- twelve -month net deposits compounding at about a 35% rate relative to the prior asset base. Moreover, Q4 ARPU increased by 16%, Gold subscribers grew by 58%, and retirement AUC grew 102%. This is fundamentally well-diversified business that is growing across several fronts. Robinhood stock trades with crypto because the market still sees it as a liquid crypto-adjacent risk-appetite proxy. Crypto was about 20% of Robinhood's 2025 revenue, and its crypto market share rose 63% year-over-year. Unfortunately, unlike a Bitcoin treasury like Strategy ( MSTR ), or direct crypto, Robinhood stock is currently trading like a speculative sentiment asset even though it has a reliable and diversified operating business. Valuation Most readers are not going to like this valuation strategy, but I'm going to do it anyway because you have to break a few traditions to beat the herd ...

AnnaStills/iStock via Getty Images Introduction Huntington Bancshares (HANB) is an Ohio-based bank holding company, operating more than 1,000 branches in 14 states as of the end of 2025. And since the end of last year, the bank has completed the acquisition of Cadence , which will further boost its earnings results. In this article, I will also have a look at a series of Huntington’s preferred stock, as I think the risk/reward ratio continues to improve. A look at the financial results of Huntington Bancshares As the income statement below shows, Huntington Bancshares reported a total interest income of approximately $10.3B, an increase of approximately 4% compared to 2024. At the same time, the total amount of interest expenses decreased by in excess of 5%, and the combination of both resulted in a net interest income of approximately $6B, an increase of in excess of 10% compared to the $5.35B in net interest income generated in 2024. HBAN Investor Relations The net interest income is, of course, a major driver of Huntington’s bottom line result. As the income statement above shows, Huntington posted a net non-interest expense of $2.84B due to an increase in personnel costs, partially offset by higher fees and wealth & asset management revenue. Meanwhile, the total amount of loan loss provisions remained very reasonable, at approximately $460M. While this represents a 10% increase compared to the provisions recorded in the previous two years, it goes without saying that number is very manageable, and Huntington Bancshares reported a total pre-tax income of $2.7B and a net profit of $2.21B after taking the profit attributable to non-controlling interests into account. And as the bank needed just under 6% of its net income to cover the $124M in preferred dividends, it is clear these preferred dividends enjoy excellent coverage levels. The balance sheet still shows Huntington Bancshares as a standalone entity, so before taking the completion of the acquisition of Cade...

Major US Shale Producer To Boost Output, And It Suggests One Thing Last month, roughly three weeks into the U.S.-Iran conflict, UBS chief economist Arend Kapteyn told clients that one reason this Middle East energy shock is " not like the 2011-2014 shale boom " is the lack of a comparable response from the U.S. shale patch. In other words, the oil shock was viewed as temporary by major shale players and not worth adding new drilling rigs to the mix. But now, on day 35 of Operation Epic Fury , that assumption about a less responsive U.S. shale patch in the face of soaring energy prices looks increasingly stale. President Trump's remarks earlier this week were viewed by some analysts as less of a de-escalation. Trump said, "We are going to hit them extremely hard. Over the next two to three weeks, we're going to bring them back to the Stone Age." Since Kapteyn's mid-March note, Wall Street has also started to reprice the duration of the energy shock. Goldman last week raised its 2026 Brent forecast to $80 a barrel , while Reuters polling shows much of the Street expects crude to be over $82 this year, up from the low $60s earlier this year, reflecting that the Hormuz chokepoint won't fade quickly. Context here matters because the energy mess in the Gulf is no longer being treated as a "temporary" shock, and shale can no longer afford to ignore it. The longer Hormuz remains disrupted and the more Trump signals a prolonged military campaign, the greater the odds of a response from America's shale complex. The first sign that U.S. shale players are beginning to respond to higher prices, and the admission that elevated WTI prices are here to stay, comes from billionaire oil wildcatter Harold Hamm's Continental Resources, which plans to increase production shortly. " Continental is increasing our capital budget, which will increase production ," CEO Doug Lawler told Bloomberg in a statement. Lawler did not explain how much production will increase or how many new rigs will...

A Look At Advanced Micro Devices (AMD) Valuation After New AI And Data Center Partnerships simplywall.st

格隆汇4月4日｜土耳其总统办公室：土耳其总统埃尔多安告诉乌克兰总统泽连斯基，土耳其将继续支持俄乌谈判。

guirong hao/iStock via Getty Images Following the war in Iran, aerospace and defense stocks have not fared well but there is one company that has taken the spotlight in the war both in positive and negative sense and that company is Palantir Technologies ( PLTR ). The stock has gained 8.7% since my last report . In this report, I pay closer attention to how Palantir’s product stack is used as the current war in Iran provides large-scale evidence of how Palantir’s stack scales the war capabilities. Note: War often comes with an unmeasurable amount of human tragedy and a fair bit of geopolitics. While I am cognizant of these factors, this report does not intend to discuss either the human tragedy or the politics behind the most recent combat action but aims to provide qualitative analysis of the role of Palantir’s product stack in the war. Palantir’s Modular Set Up Shines Palantir product suite is often misunderstood because it is not a set of isolated products, but a layered software stack where each component plays a distinct role. Understanding how these pieces connect is of paramount importance to understand the product value proposition. Palantir Foundry can be seen as the data backbone integrating data from disparate sources, builds a data model and enables analytics and model development. Palantir Gotham can be seen as the operational brain and operational decision platform fusing multiple intelligence streams into an operational picture allowing for mission planning and execution. Whereas Foundry organizes data, Gotham fuses it and turns its into actionable operations. Palantir Apollo allows for the continuous delivery of software even in disconnected environments. Pantar Artificial Intelligence Platform or AIP is the AI orchestration layer that sits on top of Foundry and Gotham and introduces AI-driven decision making. Maven Smart System is a mission-specific AI application built on top of the stack used for analyzing drone and sensor data, object detection a...

guirong hao/iStock via Getty Images Following the war in Iran, aerospace and defense stocks have not fared well but there is one company that has taken the spotlight in the war both in positive and negative sense and that company is Palantir Technologies ( PLTR ). The stock has gained 8.7% since my last report . In this report, I pay closer attention to how Palantir’s product stack is used as the current war in Iran provides large-scale evidence of how Palantir’s stack scales the war capabilities. Note: War often comes with an unmeasurable amount of human tragedy and a fair bit of geopolitics. While I am cognizant of these factors, this report does not intend to discuss either the human tragedy or the politics behind the most recent combat action but aims to provide qualitative analysis of the role of Palantir’s product stack in the war. Palantir’s Modular Set Up Shines Palantir product suite is often misunderstood because it is not a set of isolated products, but a layered software stack where each component plays a distinct role. Understanding how these pieces connect is of paramount importance to understand the product value proposition. Palantir Foundry can be seen as the data backbone integrating data from disparate sources, builds a data model and enables analytics and model development. Palantir Gotham can be seen as the operational brain and operational decision platform fusing multiple intelligence streams into an operational picture allowing for mission planning and execution. Whereas Foundry organizes data, Gotham fuses it and turns its into actionable operations. Palantir Apollo allows for the continuous delivery of software even in disconnected environments. Pantar Artificial Intelligence Platform or AIP is the AI orchestration layer that sits on top of Foundry and Gotham and introduces AI-driven decision making. Maven Smart System is a mission-specific AI application built on top of the stack used for analyzing drone and sensor data, object detection a...

Palantir: Winner Of The AI War (NASDAQ:PLTR) seekingalpha.com

Insider trades: Marvell Technology, Taiwan Semiconductor among notable names MSN

Key PointsShares of Costco fell nearly 20% at one point over the last year.

ICE seems to be changing from aggressive immigration enforcement on city streets to an apparent return to operations that rely heavily on local law enforcement. But even in Florida, where sheriffs are required to cooperate with ICE, some conservative sheriffs have concerns about pursuing immigrants with no criminal records. (Image credit: Joe Raedle)

Tesla Ends Model S, X Production As Elon Musk Calls It 'Ending Of An Era' Yahoo Finance UK

Tesla Inc. CEO Elon Musk has said that the automaker has officially ended production of the premium Model S and X lines. The Ending Of An Era In the early hours of Wednesday, Musk marked the occasion via a post on the social media platform X. “Custom orders of the Tesla Model S & X have come to an end,” he said in the post. He added that Tesla still had units left in the inventory. Tesla will host a ceremony for the outgoing models, Musk confirmed in the post. “We will have an official ceremony

Tesla Ends Model S, X Production As Elon Musk Calls It 'Ending Of An Era' Yahoo Finance

Source: Bloomberg, 0:00

Wolterk/iStock Editorial via Getty Images Investment Thesis Motorola Solutions ( MSI ) appears to be trading for a small premium at this time, while offering a high-single-digit return potential. As such I believe a HOLD rating is appropriate, despite solid financial metrics and steady dividend growth. I'd prefer a little more margin of safety before I consider MSI. Company Description Motorola Solutions is a provider of critical communication infrastructure, devices and software, specifically for public safety and municipal customers. The company reports through two segments, Products and Systems integration which focuses hardware related products like video security, access systems, along with radio and communication systems. The other segment is Software & Services which earns revenue through contracts for maintenance, managed services, dispatching and analytic related products. MSI has a current market cap of more than $70B and has more than 23,000 employees around the globe. Over the past decade Motorola Solutions has seen price appreciation more than double that of the SPDR S&P 500 ETF Trust ( SPY ). Data by YCharts Quality Financial Metrics Let's take a look at some key quantitative financial metrics that all high-quality businesses possess. I'll be looking for a growing revenue stream, stable margins, and a healthy return on invested capital. The revenue per share has been incredibly consistent with average growth between 8-10% annually. The company saw a minor setback during the pandemic where the RPS declined by almost 8%, but it followed up 2020 with double-digit growth in 2021 and 2022. The growth has slowed minimally since then, but is still typically in the high-single-digit range. The gross profit margin has been expanding ever so slightly over the past ten years. Prior to 2020 this metric was a tick below 50%, but over the past two fiscal years, as the company has focused on higher margin software products, the GPM has eclipsed the 50% mark. I expect...

行政長官李家超宣布，將擴展「在校課後託管服務計劃」。 為紓緩在職家庭照顧壓力，政府2023年起推出「在校課後託管服務計劃」。行政長官李家超早前到九龍城一間小學視察計劃成效。 有家長說：「我家本身有很多長者要照顧，未必做到全職，但將小朋友託管在學校，我就可以做些兼職，可以幫補家計。」 行政長官李家超表示：「你們參與令我更有信心，這政策是對的。」 計劃下，政府提供「關愛資助」，小學提供場地，再由社福機構在學童課後託管，導師或社工會輔導功課、與他們玩小組遊戲等，基層家庭優先。 截至上月逾200間小學參加，提供10,500個名額。而政府委託的大學研究團隊，亦評估計劃成效超出預期，李家超宣布會進一步擴展計劃。 李家超稱：「我會大力推動更多類似的課後託管服務，讓其他同學可以像你們一樣，可以有這樣的環境，大家既開心又能學習。」 本身是小學校長的立法會議員黃錦良贊同擴展，但有些難題要解決。 教聯會選舉委員會界別議員黃錦良指出：「個別學校提到可能怕借出校舍後，影響學校原有運作，有些活動受影響，甚至反映校工比較緊張，因始終要當值到7、8點。」 有參與計劃的非政府機構就稱，現時當局提供的資源理想，不過若日後參與計劃的人數再增加，就需要更多資源。 香港聖公會福利協會督導主任黃偉倫稱：「處理一般同學要1比8，即1名導師對8個小朋友，如果小朋友有特殊學習需要，人手比例要去到1比5，如果再增加學校，人手上就要再擴展。」 雖然課外託管僅數小時，他就指會盡量聘請全職導師，以便更好跟進學生情況。

QCOM PE Ratio & Valuation, Is QCOM Overvalued Intellectia AI

格隆汇4月4日｜伊朗外长阿拉格齐4日在社交媒体发文警告，以色列和美国轰炸伊朗布什尔核电站，如果造成核泄漏，距离核电站更近的地区邻国将遭受生命损失。

格隆汇4月4日｜美国第一夫人梅拉尼娅：（美国）学生必须掌握人工智能技能，否则将面临在全球竞争中落后的风险。在我们迈向人工智能技术驱动的未来之际，让年轻人掌握驾驭和利用人工智能的能力，对他们的成功至关重要。

Dark-blue women end eight years of rivals’ dominance Light-blue crew power to four-length win in men’s race Oxford’s women ended eight years of Cambridge dominance in their Boat Race with a sensational performance led by the Olympic medallist Heidi Long, while Cambridge eventually overpowered their dark-blue rivals in the men’s race after a fiercely contested opening. On a breezy and largely overcast day in London, Oxford’s women forged an early lead as the first race of the day sped away from Putney, and they led by about six seconds by Hammersmith Bridge, with tens of thousands of fans cheering the boats on from the riverside, lining the 6.8km course all the way. Continue reading...

Sinenkiy/iStock via Getty Images The editors of the Wall Street Journal signal that the new Trump administration budget is " Trump's Breakthrough Defense Budget. " " Washington has for years given priority to spending on butter over guns. The result is a shrunken military industrial base that has been exposed by wars in Iran and Ukraine. " " Credit then to President Trump, who is meeting the moment by proposing a new and record increase in national defense. " A Wall Street Journal article on the defense budget makes clear that " Trump promised a $1.5 trillion military request in January, before the U.S. launched large-scale strikes on Iran. " This little bit of information causes us to add even more government spending to the agenda for next year's military budget. The proposed budget for 2027 will move the defense spending to " roughly double what it was in 2021 and more than 40 percent higher than this year, including the supplemental $155 billion that Congress provided in last summer's bill. " " Defense spending has fallen to 3 percent as a share of GDP, compared to some 6 percent in the 1980s and 8 percent in the 1960s. " " The White House budget would increase this to 4.5 percent , which is close to the 5 percent goal that the President has set for NATO members. " The president wants more defense spending. And, one way or another, the president is going to get more defense spending. My concern with this added spending is about how the added spending is going to be financed. And, the financing of the debt can have serious ramifications concerning how much of the debt is going to be monetized by the Federal Reserve. This further leads to a question about the ability of the Federal Reserve to conduct monetary policy in the way it has been operating since 2009. In 2009, Fed Chair Ben Bernanke introduced a new way to conduct monetary policy. In this "new approach, " the policymakers focused on setting out a program for how fast they would add...or subtract...securit...