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Alphabet: 18% Off Its High, It's A Buy, Just Not An Easy One (Rating Upgrade)

Seeking Alpha 📅 03/27 20:45 GOOG.O
400tmax/iStock Unreleased via Getty Images Alphabet ( GOOGL ) ( GOOG:CA ) isn't a market darling these days. The stock is 18% off its February all-time high, and it's also down 10% year-to-date after its huge gains last year. The main reason the stock is down is that investors are worried about how much the company is spending on AI CapEx ($175-185 billion projected this year). Then, you have prof...

New Nuclear ETF Swaps TSM for Broadcom in Rebalance - ETF Database

Google 📅 03/27 20:45 TSM.N
New Nuclear ETF Swaps TSM for Broadcom in Rebalance ETF Database

The 1 Reason Arista Networks Is Quietly Winning the AI Race in 2026

The Motley Fool 📅 03/27 20:45
Global markets have become highly volatile in recent days as the Iran war drives oil prices higher and heightens geopolitical uncertainty. As a result, the benchmark S&P 500 index is down roughly 4.3% (as of March 24, 2026) since the conflict began. Investors have been reducing exposure to equities, including high-growth technology stocks, and instead shifting capital toward safe-haven assets. Tha...

FCEL and AI Data Centers: Can 12.5 MW Blocks Drive Scale?

Nasdaq 📅 03/27 20:45
FuelCell Energy bets on 12.5 MW modular blocks to power AI data centers, but scaling depends on converting proposals into contracts and ramping output.

The Tesla Robotaxi Story Is A Myth: Why I'm Maintaining My Strong Sell Into Q1 Earnings - Seeking Alpha

Google 📅 03/27 20:45 TSLA.O
RoschetzkyIstockPhoto/iStock Editorial via Getty Images I was recently asked which was the best robotaxi stock play for 2026, here on Seeking Alpha, and I broke down a list of companies with a working operation and/or a clear path to monetization. I noticed a few of you in the comments asking why Tesla, Inc. ( TSLA ), didn't even make the list, almost as if I could forget the biggest "bull case" i...

The Tesla Robotaxi Story Is A Myth: Why I'm Maintaining My Strong Sell Into Q1 Earnings - seekingalpha.com

Google 📅 03/27 20:45 TSLA.O
The Tesla Robotaxi Story Is A Myth: Why I'm Maintaining My Strong Sell Into Q1 Earnings seekingalpha.com

New Nuclear ETF Swaps TSM for Broadcom in Rebalance - etfdb.com

Google 📅 03/27 20:45 TSM.N
New Nuclear ETF Swaps TSM for Broadcom in Rebalance etfdb.com

证监会:2026年将研究制定资本市场法治建设规划,加快重点领域立法修法

格隆汇 📅 03/27 20:44
格隆汇3月27日|证监会:2026年,中国证监会将坚持稳中求进、提质增效,紧扣防风险、强监管、促高质量发展的工作主线,提升监管效能,保护投资者合法权益,在法治轨道上推进资本市场治理体系和治理能力现代化。研究制定资本市场法治建设规划,加快重点领域立法修法,提高制度包容性、适应性和竞争力、吸引力。全面落实依法从严打击证券违法活动的工作要求,坚持监管执法“长牙带刺”、有棱有角,严厉打击各类证券期货违法犯...

EQT Real Estate sells 7.3M sq ft logistics portfolio to Ares

Investing 📅 03/27 20:44

Why One Veteran Analyst Sees Apple Reaching $350 as Its AI Strategy Takes Shape—and Why He’s Right on the Money

Yahoo 📅 03/27 20:44 AAPL.O
Apple (NASDAQ:AAPL) hasn’t been the most impressive gainer in recent months, but, at the very least, it’s avoided plunging into a bear market. After Thursday’s brutal session, much of the Magnificent Seven is in a bear market, with some members just a bad day or two away from experiencing a 20% peak-to-trough decline. Meanwhile, Apple ... Why One Veteran Analyst Sees Apple Reaching $350 as Its AI ...

天齐锂业:2025年净利润4.63亿元 同比扭亏为盈

同花顺 📅 03/27 20:44
天齐锂业公告,公司2025年营业收入103.46亿元,同比下降20.80%;归属于上市公司股东的净利润4.63亿元,上年同期为亏损79亿元,同比实现扭亏为盈。公司计划不派发现金红利,不送红股,不以公积金转增股本。

龚正会见伦敦金融城市长深化绿色金融、离岸金融、金融科技等领域合作

同花顺 📅 03/27 20:44
上海市市长龚正今天(3月27日)会见了英国伦敦金融城市长兰淑安一行。龚正说,金融是上海最重要的城市功能之一,上海已基本建成与中国经济实力以及人民币国际地位相适应的国际金融中心。我们正在深入实施高水平金融对外开放,持续增强上海国际金融中心的竞争力和影响力。伦敦金融城是全球著名的国际金融、商业和经济中心。两市自1996年建立友好交流关系以来,在金融投资、服务、培训等专业领域开展了广泛务实合作,取得了积...

中集集团:近期集装箱需求和价格又有回升

格隆汇 📅 03/27 20:44
格隆汇3月27日|中集集团高管在2025年度业绩说明会上表示,在地缘冲突升级的情况下,最近集装箱需求和价格又有回升。当前不能再用常规思维预测集装箱业务,迅速反应能力更为重要。总体来看,虽然国际贸易放缓,但还保持增长,集装箱依旧是最重要、最先进的运输工具,目前还没有可替代的方案,中集集团也在巩固优势地位。据预测,2026至2028年集运船舶交付运力大概有950万TEU(标准箱),同时,船舶集运的航速...

可灵AI小苗难支,快手的估值之困

36kr 📅 03/27 20:44 9888.HK700.HK
当OpenAI宣布将全面停止Sora服务时,押注可灵的快手发布了最新财报。 3月25日,快手发布的2025年第四季度及全年业绩显示,2025年快手总收入同比增长12.5%至1428亿元(单位:人民币,下同),全年经调整净利润达到206亿元,同比增长16.5%,经调整净利润率达14.5%。 无论是财报还是电话会,快手也都在释放的一个明确信号:在传统主业放缓、增长有限的情况下,公司正推动AI从模型能力...

Man jailed for assaulting woman in London attack witnessed by Barron Trump

The Guardian 📅 03/27 20:44
Matvei Rumiantsev, who became jealous of woman’s friendship with US president’s son, jailed for four years A Russian man has been jailed for four years for assaulting a woman in an attack in London that was witnessed on a video call by Donald Trump’s youngest son, Barron. Matvei Rumiantsev, 23, attacked the woman when he became jealous of her friendship with Trump, 19, after she met him through so...

LM Funding Q4 2025 slides: Bitcoin output rises amid margin pressure

Investing 📅 03/27 20:44

AMD's Ryzen 9 9950X3D2 Dual Edition crams 208MB of cache into a single chip - Ars Technica

Google 📅 03/27 20:44 AMD.O
AMD's Ryzen 9 9950X3D2 Dual Edition crams 208MB of cache into a single chip Ars Technica

AMD’s Ryzen 9 9950X3D2 Dual Edition crams 208MB of cache into a single chip - Ars Technica

Google 📅 03/27 20:44 AMD.O
AMD’s Ryzen 9 9950X3D2 Dual Edition crams 208MB of cache into a single chip Ars Technica

Wedbush reiterates Tesla stock Outperform rating at $600 target - Investing.com

Google 📅 03/27 20:43 TSLA.O
Wedbush reiterates Tesla stock Outperform rating at $600 target Investing.com

Wedbush reiterates Tesla stock Outperform rating at $600 target - investing.com

Google 📅 03/27 20:43 TSLA.O
Wedbush reiterates Tesla stock Outperform rating at $600 target investing.com

时隔六年,深圳天使母基金给返投松绑

36kr 📅 03/27 20:43
3月26日,深天使正式发布《深圳市天使投资引导基金申报指南及遴选办法(2026年版)》。距离2020版出台,已经过去了六年。 深圳天使母基金成立于2018年5月,规模100亿元,由深圳市引导基金出资设立,是国内首只百亿级天使母基金。 根据投中嘉川CVSource数据,截至2026年3月26日,深圳天使母基金已累计出资98支子基金(其中10余支为深圳市种子母基金所投,该基金由深圳天使母基金代为履行出...

Doha Diamond League scheduled to go ahead despite war

BBC News 📅 03/27 20:43
The Diamond League's season-opening meet in Doha is scheduled to go ahead as planned but organisers are "exploring alternative options".

伊朗战争冲击金市,央行"永久买家"神话开始动摇!

华尔街见闻 📅 03/27 20:43
黄金市场的一个核心支撑正在动摇。 土耳其央行3月以来已出售及互换约60吨黄金,规模超过同期黄金ETF资金外流量。后者的抛压本已因金融市场动荡、债券收益率上升及美元走强引发的"现金为王"情绪而显著放大。 金价已较今年早些时候突破的每盎司5000美元峰值回落约18%。中东战争持续升级,能源成本飙升正迫使更多能源进口国动用黄金储备换取美元,央行作为黄金市场"单向买家"的市场共识正遭受前所未有的挑战。 土...

Cathie Wood’s ARK Loves Buying the Dip. It’s Selling This One.

Yahoo 📅 03/27 20:43 META.O
ARK Invest trims its position in a bunch of tech stocks as the Nasdaq falls into correction territory.

Big Tech Just Got Hit—Why This Lawsuit Could Change Social Media Forever

Marketbeat 📅 03/27 20:43
Though the damages from the recent social media trial involving Meta and Google are in the millions, the potential implications are much larger.

John Wiley & Sons, Inc. declares $0.355 dividend

Seeking Alpha 📅 03/27 20:42
John Wiley & Sons, Inc. ( WLYB ) declares $0.355/share quarterly dividend , in line with previous. Forward yield 3.68% Payable April 23; for shareholders of record April 7; ex-div April 7. See WLYB Dividend Scorecard, Yield Chart, & Dividend Growth. More on John Wiley & Sons John Wiley & Sons, Inc. 2026 Q3 - Results - Earnings Call Presentation John Wiley & Sons, Inc. (WLY) Q3 2026 Earnings Call T...

CDW director Sanjay Mehrotra to step down after current term

Investing 📅 03/27 20:42 MU.O

Canada February wholesale trade most likely up 2.3% - Statscan flash estimate

Investing 📅 03/27 20:42

FTSE 100 today: UK equities slide further on geopolitical jitters, sterling dips

Investing 📅 03/27 20:42

This Week In Cloud AI - Enhancing AI Agent Scalability Through Robust Browser Infrastructure

Yahoo 📅 03/27 20:41 AAPL.O
TestMu AI has announced the integration of a robust browser infrastructure to its Browser Cloud, specifically designed to enhance the scalability and reliability of AI agents. This development addresses a significant infrastructure bottleneck, allowing AI agents to interact effectively with the web at an enterprise scale. By providing a high-performance, scalable test cloud, TestMu AI enhances the...
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