We are/DigitalVision via Getty Images Vibepression Congratulations, you've made it through Q1 2026, and you probably feel worse than what your portfolio says you should. Now, breathe and pause for a moment. The quarter is over, and we have a few weeks to enjoy Easter and get ready for Q2 earnings season. It is the right moment to zoom out and seriously think about what we have just gone through as investors. In a quarter, we have seen three narrative rotations (are you even able to recall them right off the bat, or do you feel like your brain has been in a washing machine and is just soaked with information?). Let me remind you of what happened. In January, we had the capture of Maduro, but investors were not shaken and kept their optimism, especially with the thought that 2026 would be the year of earnings breadth due to AI-adoption at the enterprise level. February brought along the first repricing. Once Anthropic announced Claude Cowork, the SaaSpocalypse was triggered, and we have seen a massive repricing shock with companies like Microsoft, Salesforce, and Intuit quickly suffering from multiple compression. Microsoft saw its multiple almost cut in half. Suddenly, AI was not a tailwind, but a headwind as investors started wondering whether new AI tools could be a real threat to the businesses built on a per-seat licensing model. Data by YCharts As the debate was starting to ignite, something else actually detonated: bombs. The narrative shifted once again to consider the impact of the Iran War. We all realized the importance of the Strait of Hormuz, and we have seen energy stocks soar while consumer sentiment, as measured by the University of Michigan, dropped 6%, while the short-run economic outlook plunged 14%. We had proof of the fact that the war is depressing Mr. Market's sentiment when we heard President Trump announce that it could soon be over: the stock market was down a few percentage points and suddenly rallied to +2%. University of Michigan When we r...

We have a pretty good understanding of which deals Verge readers will gravitate toward. After all, what products and services resonate with our audience — and the quality of the deal itself — are what help us determine what to cover on any given day. And yet, we never know for sure how people will shop during shopping events like Amazon’s Big Spring Sale , which runs through 2:59AM ET on April 1st. Apparently, many readers felt compelled to make quality-of-life purchases this year, the kind designed to make life run a little more smoothly. Things like a portable tire inflator , a lil’ switch-flipping bot , and an electronic screwdriver were among the most-clicked items (gathered through anonymous shopping data). If you’re the kind of person who enjoys knowing what deals others think are worth jumping on, we’ve rounded them up below. Govee Table Lamp 2 Govee’s Table Lamp 2 is way more fun than your average table lamp. The color-changing device boasts built-in scheduling and more than 60 dynamic lighting effects, including preset scenes for various holidays. You can even create custom color combos for when “Dandelion” and other presets just aren’t cutting it. Where to Buy: $79.99 $55.99 at Amazon $79.99 $55.99 at Govee $79.99 $55.99 at Best Buy AirPods Pro 3 The AirPods Pro 3 have a new design that improves their fit, superior noise cancellation, better bass, and fairly accurate heart rate sensors. Read our review . Where to Buy: $249.99 $199.99 at Best Buy $249 $199 at Amazon $249 $199 at Walmart Kindle Colorsoft (16GB) The 16GB Kindle Colorsoft is Amazon’s latest color e-reader. It features a 7-inch 300ppi screen, an adjustable frontlight, and a battery that can last up to eight weeks. Where to Buy: $249.99 $169.99 at Amazon $249.99 $169.99 at Best Buy $249.99 $169.99 at Target Keychron V1 Max Keychron’s V1 Max, the so-called “ Toyota Corolla of keyboards ,” supports Bluetooth, wired USB-C connectivity, and 2.4GHz wireless connectivity — with one USB-C and one USB-A...

Boomboxes, instant cameras, and even landlines are making a comeback. Here are the coolest retro-inspired devices available.

The Legend of Zelda games are grand adventures, but they can also be very comforting, with quaint villages to explore and warm landscapes to take in. Under The Island takes that idea a step further. It still offers the sense of exploration and puzzle-solving that makes Zelda games so satisfying, but it also takes place in a cozy, lighthearted world with an energy reminiscent of Stardew Valley . It's the kind of place you'll want to hang around in even when you aren't slaying monsters. The game puts you in the role of Nia, a new resident on the seemingly normal Seashell Island. But soon it becomes clear things are much stranger than they appe … Read the full story at The Verge.

ASUS Rolls Out AGESA 1.3.0.1 BIOS Firmware For X870 Motherboards: Optimized For AMD Ryzen 9 9950X3D2 Dual Edition Wccftech

Shares of Veeco and Axcelis have lagged their larger semiconductor-equipment peers, making them potentially compelling opportunities for investors.

An "AI for All" sign at the MWC25 tech show in Barcelona, Spain, on Monday, March 3, 2024. The Mobile World Congress tech show runs March 3-6.

(Bloomberg) -- At a historic auditorium in Washington this week, Silicon Valley executives, Trump administration officials and members of Congress gathered in a sea of button-down shirts to extol the virtues of artificial intelligence.Two days later, labor leaders joined a handful of US lawmakers in a DC hotel ballroom to strategize how to fight back as AI threatens to displace workers and remake the global economy.The dueling events – one funded by top tech companies including OpenAI and Alphab

ASUS Rolls Out AGESA 1.3.0.1 BIOS Firmware For X870 Motherboards: Optimized For AMD Ryzen 9 9950X3D2 Dual Edition wccftech.com

据知情人士透露，沙特绕过霍尔木兹海峡的关键东西输油管道目前正以每天 700 万桶的满负荷能力输送石油。 据知情人士透露，目前经延布管道出口的原油已达500万桶/日，沙特每天还出口约70万至90万桶石油产品。在通过该管道输送的700万桶原油中，有200万桶运往沙特炼油厂。 延布管道只能部分抵消霍尔木兹港关闭造成的供应冲击。战前，每天约有1500万桶原油经由霍尔木兹港运输。但这条绕行路线也是油价尚未达到以往供应冲击引发危机的高位的原因之一。 责任编辑：于健 SF069

伊朗总统佩泽希齐扬28日同巴基斯坦总理夏巴兹通电话，双方就当前地区形势及两国关系进行了深入交流。佩泽希齐扬在通话中表示，伊朗对袭击源头采取防御性反应是正当自然的。佩泽希齐扬指出，尽管美国官员此前声称并承诺不会袭击伊朗的经济和能源基础设施，但现实中这些设施仍遭到攻击。这种言行不一的行径显然进一步加剧了伊朗对侵略者美国的极度不信任。巴基斯坦总理夏巴兹表示，任何对话都必须在相互信任和尊重的氛围中进行。他强调，实现这一目标的前提是停止军事侵略，并停止针对伊朗官员和民众的杀戮行为。（央视新闻）

格隆汇3月28日｜据央视新闻，伊朗总统佩泽希齐扬28日同巴基斯坦总理夏巴兹通电话，双方就当前地区形势及两国关系进行了深入交流。佩泽希齐扬在通话中表示，伊朗对袭击源头采取防御性反应是正当自然的。佩泽希齐扬指出，尽管美国官员此前声称并承诺不会袭击伊朗的经济和能源基础设施，但现实中这些设施仍遭到攻击。这种言行不一的行径显然进一步加剧了伊朗对侵略者美国的极度不信任。巴基斯坦总理夏巴兹表示，任何对话都必须在相互信任和尊重的氛围中进行。他强调，实现这一目标的前提是停止军事侵略，并停止针对伊朗官员和民众的杀戮行为。

lcva2/iStock Editorial via Getty Images The answers that can explain the decline That one of the highest quality stocks in the market goes from $555 in October 2025 to $366 is something that, if not all, most investors makes us ask: why? Why does a stock like Microsoft ( MSFT ) go from a 36x FWD P/E to 21x? Why this situation with demand exceeding supply? Why if Copilot is growing at 160%? There are many questions that can arise when it seems that an irrational component has been installed, so in this article, I will try to answer the whys that I have personally raised. Data by YCharts Is Azure losing share against AWS and Google Cloud? And the answer is no versus AWS, but yes versus Google Cloud . Azure has maintained a share of around 21%, relatively stable since the last quarter of 2024, and however, I observe that AWS has indeed lost some ground (from 30% to approximately 28%). Good news, and in line with management’s narrative. Now then, if we continue looking at the market share data from one of the reference firms used by the hyperscalers themselves, Google Cloud goes from 12% to 14% in 2025, and in terms of revenue growth , it also surpasses Azure with a growth of 48% versus 39%. In addition, it is also noteworthy that Forrester named Google Cloud as a leader with the highest score in 16 out of 19 criteria, meaning this is relevant considering that these reports show the platforms that large corporations usually choose for their AI workloads. Although it is true that they are still ahead, Azure operates at an annual run rate of around $100B (after the growth reported in Q2) versus $70B for Google ( GOOG )( GOOGL ) Cloud, so the reality is that the threat is starting to become very real, and we are not dealing with just any competitor. And even more so if we take into account that there are capacity constraints , which can be taken advantage of by the competition. Are the 15 million Copilot seats a real metric? According to the latest earnings call, 15M paid ...

lcva2/iStock Editorial via Getty Images The answers that can explain the decline That one of the highest quality stocks in the market goes from $555 in October 2025 to $366 is something that, if not all, most investors makes us ask: why? Why does a stock like Microsoft ( MSFT ) go from a 36x FWD P/E to 21x? Why this situation with demand exceeding supply? Why if Copilot is growing at 160%? There are many questions that can arise when it seems that an irrational component has been installed, so in this article, I will try to answer the whys that I have personally raised. Data by YCharts Is Azure losing share against AWS and Google Cloud? And the answer is no versus AWS, but yes versus Google Cloud . Azure has maintained a share of around 21%, relatively stable since the last quarter of 2024, and however, I observe that AWS has indeed lost some ground (from 30% to approximately 28%). Good news, and in line with management’s narrative. Now then, if we continue looking at the market share data from one of the reference firms used by the hyperscalers themselves, Google Cloud goes from 12% to 14% in 2025, and in terms of revenue growth , it also surpasses Azure with a growth of 48% versus 39%. In addition, it is also noteworthy that Forrester named Google Cloud as a leader with the highest score in 16 out of 19 criteria, meaning this is relevant considering that these reports show the platforms that large corporations usually choose for their AI workloads. Although it is true that they are still ahead, Azure operates at an annual run rate of around $100B (after the growth reported in Q2) versus $70B for Google ( GOOG )( GOOGL ) Cloud, so the reality is that the threat is starting to become very real, and we are not dealing with just any competitor. And even more so if we take into account that there are capacity constraints , which can be taken advantage of by the competition. Are the 15 million Copilot seats a real metric? According to the latest earnings call, 15M paid ...

Microsoft: The Questions That Price Seems To Have Answered (NASDAQ:MSFT) seekingalpha.com

格隆汇3月28日｜据外媒，又有两艘运载液化石油气驶往印度的油轮通过霍尔木兹海峡离开波斯湾。据船舶跟踪数据，悬挂印度国旗的BW Tyr号和BW Elm号油轮满载着液化石油气，最后显示的位置已通过阿曼半岛北端。在整个航行过程中，两艘船都使用应答器发出信号，表明其拥有印度所有权和印度船员，这已成为一项标准的安全措施。印度严重依赖从波斯湾进口液化石油气，并正面临此类燃料的严重短缺。

阿联酋总统穆罕默德28日在阿布扎比会见到访的乌克兰总统泽连斯基，双方就地区安全局势及深化双边合作等问题交换意见。 据阿联酋通讯社报道，两国领导人重点讨论了当前中东局势升级对国际航运、全球经济稳定以及地区和国际和平与安全的影响，还讨论了深化两国经贸等领域合作相关议题。 双方还就乌克兰局势交换了意见。穆罕默德表示，阿联酋支持一切旨在推动实现乌克兰持久和平的努力。(新华社)

A Hongkonger has been rescued from Myanmar and transferred to Thailand after being held captive and forced to do illegal work, in an ordeal he described as a “horror movie”. The Security Bureau on Saturday said its dedicated task force had earlier received a request for help from the resident who was trapped in Myanmar. It then liaised with the Chinese embassies in Myanmar and Thailand, the city’s economic and trade office in Bangkok and Thai authorities to launch a joint operation. The bureau...

Alphabet Inc. Class C Stock: Core Business Strengths, Investor Appeal, and Key Risks in the Evolving AD HOC NEWS

Alphabet Inc. Class C Stock: Core Business Strengths, Investor Appeal, and Key Risks in the Evolving ad-hoc-news.de

Walker & Dunlop (NYSE: WD) has been a victim of the higher interest rates over the past few years, which have resulted in an extremely slow commercial real estate market. However, this well-run company now offers a 6% dividend yield and just gave some pretty ambitious five-ye

格隆汇3月28日｜伊朗革命卫队：拆除美国-以色列飞机在设拉子和其他一些城市投放的122枚集束炸弹。

格隆汇3月28日｜耶路撒冷以西贝特谢梅什地区遭火箭弹袭击，受伤人数升至11人。

SW Photography/DigitalVision via Getty Images Thesis BlackSky ( BKSY ) managed to report a 4Q25 GAAP EPS of -$0.02, a figure that beat expectations by $0.16. Revenue, on the other hand, came in at $35 million, up about 16% since last year but missing estimates by about $2.1 million. The quarter also showed us much-improved profitability, with net losses narrowing and a pretty strong adjusted EBITDA performance. We also saw decent commercial traction, with the backlog jumping 32% to $345 million. What I like about that backlog is that it’s mainly driven by Gen-3 demand, which we want to see. Once a customer gets on board with a Gen-3 subscription, it can be scaled up to a higher margin contract by adding on other services such as AI solutions and ground systems. As for guidance, management is expecting $120 million to $145 million in revenue, which was slightly below the consensus at the midpoint. We can also expect $6 million to $18 million in adjusted EBITDA, and $50 million to $60 million in capex. In my previous coverage , I gave an in-depth comparison between BlackSky and its similar competitor, Planet Labs ( PL ). Now, we have just seen Planet deliver stellar earnings with an increasing backlog. It brought Planet's stock up to the $33 range and signalled strong demand for the satellite intelligence space. As for BlackSky, my bull case here would rest on the Gen-3 driving a step-change in demand and then enabling the high-margin, recurring AI and imagery subscriptions that get added to a contract. This should help convert backlog into accelerating revenue growth. And, if execution holds, operating leverage from a scaled constellation could push the business toward more durable profitability. This is going to be much needed to justify its premium valuation, as I'll explain. FY25 review What we wanted to see from BlackSky’s FY25 earnings was less early-stage volatility and more stable, contract-driven growth. That being said, there were some underlying pressure po...

The average one-year price target for Hansol Chemical Co. (KOSE:014680) has been revised to ₩319,338.46 / share. This is an increase of 12.68% from the prior estimate of ₩283,403.08 dated February 21, 2026. The price target is an average of many targets provid

格隆汇3月28日｜3月28日，2026全国精品首发季暨“首发上海”系列活动发布仪式在上海举行。商务部副部长盛秋平、上海市副市长卢山出席。举办2026全国精品首发季，是商务部贯彻落实党中央、国务院决策部署，积极发展首发经济、打造“购在中国”品牌、大力提振消费的具体举措。商务部将指导各地开展丰富多彩、各具特色的精品首发活动，培育一批高能级首发平台载体，打造一批体验感强、带动面广、显示度高的消费新场景，因地制宜发展首发经济，不断激发消费新动能，推动高质量发展，更好满足人民美好生活需要。

Bloomberg News Congressional Reporter Erick Wasson joins Christina Ruffini and David Gura on Bloomberg This Weekend to break down the protracted Congressional fight over funding the Department of Homeland Security after President Donald Trump signs an Executive Order to pay TSA workers. Watch the show LIVE every Saturday and Sunday morning. (Source: Bloomberg)

知情人士称，沙特原油出口量达到约500万桶/日，沙特 石油 产品出口量达到70万至90万桶/日，沙特东西向输油 管道 输油能力达700万桶/日。

Key Points2,545,432 shares were sold indirectly on March 12, 2026, for a transaction value of approximately $173.6 million.