We're buying 10 shares of CrowdStrike at roughly $395 each. Following Tuesday's trade, Jim Cramer's Charitable Trust will own 265 shares of CRWD, increasing its weighting in the portfolio to 2.8% from 2.7%. Enterprise software stocks were back under pressure Tuesday as concerns about AI-driven disruption intensified. When the group trades off, the first place to typically check is whether there have been any new announcements from Anthropic. Sure enough, Anthropic said Monday that a user can message a task to Claude from their smartphone, and an AI agent can complete that task on their personal computer. Another announcement adding to the pressure is Databricks entering the security market through its new agentic security information and event management (SIEM) tool called Lakewatch. It helps organizations defend against agent attackers. Databricks is working with Anthropic to deliver agentic security operations, and Claude AI models will power Lakewatch. We've repeatedly pointed out that we do not think AI will disintermediate traditional cybersecurity vendors. In fact, we believe AI will be a tailwind to CrowdStrike and other leading vendors, like Palo Alto Networks , because agents and AI applications will need to be secured. In addition to providing security at traditional endpoints, CrowdStrike's Falcon platform is designed to secure AI at every layer of the AI stack — from GPU foundations, AI factories, cloud, token factories, and AI applications. "Every enterprise deploying AI needs an independent protection layer for visibility, compliance, and enforcement," CEO George Kurtz said on CrowdStrike's fiscal 2026 fourth quarter earnings call on March 3. "As AI adoption grows, CrowdStrike becomes even more of a necessity to these organizations." We recognize that Databricks is entering cybersecurity creates some competitive risk in the SIEM market , and we understand why the market's first move is to sell CrowdStrike. But we think this pullback in the stock is an ...

Lucy Powell says byelection showed people need a ‘reason’ to vote Labour, as senior figures consider change in strategy UK politics live – latest updates Labour lost significant numbers of white working-class voters to the Greens in Gorton and Denton, the party’s postmortem has concluded, after it came third in the Greater Manchester byelection last month. The Greens won the byelection, with Reform in second place. Continue reading...

欧洲央行管委Francois Villeroy de Galhau表示，如果能源价格上涨开始波及经济其他领域，央行已做好准备应对通胀。 Villeroy周二在巴黎介绍法国央行的年度报告时表示：“我们上周四一致决定维持利率不变，但我们处于良好境地，能够在必要时以必要的方式采取行动。” 欧洲央行部分政策制定者暗示，随着能源价格上涨向商品和服务传导，央行可能最早于下月考虑提高借贷成本。 4月会议将是Villeroy最后一次参会，他将于6月离开法国央行。他未明确表态下月政策走向，但呼应了对通胀扩散的担忧。 他说：“我们不对油价和能源价格负责，但我们有责任防止其传导并引发第二轮效应。” 责任编辑：丁文武

A senior executive of Broadcom admitted: Taiwan Semiconductor's production capacity has shifted from "nearly unlimited" to "reaching its limit." 富途牛牛

Key PointsThe CEO of Alignment Healthcare reported selling 118,000 shares indirectly on March 23, 2026, generating a transaction value of approximately $2.06 million.

Nvidia stock slips on Tuesday after comments from Chief Executive Jensen Huang that human level artificial intelligence is here.

Worthington Enterprises ( WOR ) declares $0.19/share quarterly dividend , in line with previous. Forward yield 1.48% Payable June 29; for shareholders of record June 15; ex-div June 15. See WOR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Worthington Enterprises Worthington Enterprises: Upgrade To Buy On Improved Fundamentals Worthington Enterprises Q3 2026 Earnings Preview Seeking Alpha’s Quant Rating on Worthington Enterprises Historical earnings data for Worthington Enterprises Dividend scorecard for Worthington Enterprises

美国联合航空控股股份有限公司首席执行官Scott Kirby表示，如果航空燃油价格长期居高不下，机票价格可能不得不上涨20%。 Kirby周二接受采访表示，如果机票价格继续上涨，该航司预计会出现一定程度的消费者抵制，出行人数也会减少。Kirby还表示，美联航已经削减了不盈利、无法覆盖燃油成本上涨的航线5%的运力。 Kirby表示，不过目前需求依然非常强劲。 作为全球运力最大的航空公司，美联航此前曾表示，预计在最糟糕的情况下，油价将上涨至每桶175美元，且直至2027年保持在每桶100美元以上。 由于伊朗战争导致供应短缺，全球航空公司正艰难应对油价飙升带来的冲击。像美联航这样的美国大型航司普遍未对燃油进行套期保值，因而在价格波动时缺乏缓冲。整个行业已通过上调票价和加收燃油附加费来部分转嫁高企的成本。 责任编辑：丁文武

Source: Bloomberg, 5:05

据福克斯新闻报道，美国第82空降师师长Brandon Tegtmeier少将已接到部署至中东的命令。 福克斯新闻记者在X上发布了这一消息。 福克斯新闻称，Tegtmeier的指挥机构，即其司令部参谋人员也已接到部署命令。 福克斯新闻表示，美国仍在权衡是否派遣整个师进行地面作战。 责任编辑：丁文武

J Studios/DigitalVision via Getty Images By Edse Dantuma, Senior Sector Economist, Industry and Healthcare Manufacturing risks missing out on major productivity gains Larger manufacturing companies use AI three times as often as smaller companies AI adoption is strongly related to company size. Larger manufacturing companies with 250 or more employees use AI three times as often (namely 64% of the total) as smaller companies with 10 to 50 employees (21%). Although fast-growing AI frontrunners are often small startups or scale-ups, scale itself appears to be the differentiating factor for most mature manufacturing companies. Across the industry, hundreds of AI use cases have now been identified, and most surveyed manufacturing companies expect a positive return within one to four years . EU manufacturing is increasingly using AI, but is still lagging behind other sectors EU manufacturing companies are increasingly incorporating AI into their business processes. In 2025, 17% of manufacturers used AI, two and a half times as many as in 2023. The share of ‘heavy users’– companies using at least three AI technologies – quadrupled over the same period to 6%. But the downside is clear: laggards are struggling to catch up with the frontrunners. And with average AI use across EU sectors now at 20%, compared with 17% in manufacturing, the industry still has some ground to make up. Belgium and Denmark are the industrial AI leaders within the EU Industrial AI adoption varies widely across the EU. While fewer than one in ten manufacturing companies in Romania and Poland use AI, the figure rises to one in three in Sweden and Austria. In other Northwest European countries such as Belgium and Denmark, it’s closer to two in five. Despite these differences, AI adoption is accelerating rapidly across the EU. In almost every EU country, the number of manufacturing companies using AI has more than doubled in the past two years. Industrial investment in software is growing rapidly in the...

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)

Ruling linked to takeover of Autonomy in 2011 comes two years after tech tycoon died in superyacht disaster The estate of late British tech tycoon Mike Lynch has been ordered to pay £920m to the technology company Hewlett-Packard (HP) two years after he died in a superyacht disaster. The ruling by London’s high court said the estate was liable to pay the sum as compensation, costs and interest for HP’s acquisition of Lynch’s firm Autonomy, after a UK legal ruling in 2022 that he duped the US firm into paying £8.2bn for his software firm Autonomy . Continue reading...

EU antitrust chief meets Google, Meta, OpenAI, Amazon CEOs amidst AI scrutiny Reuters

EU antitrust chief Teresa Ribera, who has ‌voiced concerns about Big Tech extending ‌its dominance into artificial intelligence, will meet the CEOs of ​Alphabet, Meta Platforms and OpenAI on Tuesday, a European Commission agenda item shows. The first-time meetings with Sundar Pichai, Mark Zuckerberg, and Sam Altman ‌in San Francisco ⁠will take place as part of Ribera's week-long trip to the United ⁠States where she is scheduled to speak at an American Bar Association conference on Friday. She will ​also meet ​Amazon CEO Andy ​Jassy on Wednesday.

halbergman/iStock via Getty Images In my continued search for high-quality, small-cap banks that are operating out of the spotlight, I have landed on Greene County Bancorp ( GCBC ). The company was created in 1998 as part of a first-step conversion and listed on the NASDAQ in 1999. Greene County Bancorp Mutual Holding Company still owns just over 54% of the stock, leaving about 46% for public trading. There is no Wall Street analyst coverage for GCBC, and the stock often trades with a daily volume of less than 10,000 shares . I am often able to find hidden value in companies like this as they are either too small or too far off the beaten path to be noticed by most investors. However, Greene County has recently caught the attention of at least one financial services firm, Piper Sandler. The company was named a top-performing bank in its Class of 2025 Bank and Thrift Small-Cap All Stars, an honor that recognizes top-performing small-cap banks. Greene County Bancorp has been included on this list a total of nine times since 2004, more than any other bank that was named to the list last year. The criteria for selection to this list include earnings growth, return on equity, and credit quality. My research agrees with Piper Sandler's assessment of GCBC's current operations. Based on the data presented in this analysis, I think Greene County Bancorp is a Buy. Company Overview Headquartered in Catskill, NY, Greene County Bancorp is the holding company for the Bank of Greene County and also its subsidiary Greene County Commercial Bank. Most of the company’s banking branches can be found along the Hudson River from Clifton Park, just north of Albany, to Kingston, which is about two hours north of New York City. The company offers traditional consumer and commercial banking services through the Bank of Greene County. Greene County Commercial Bank serves the financial needs of publicly entities like school districts, local governments, and fire districts. At the end of 2025, ...

Dayton Webber, 27, is accused of shooting a man in his car during an argument. He has shared his story of becoming a pro athlete after losing his arms and legs to a childhood bacterial infection. (Image credit: Kevin Sullivan)

【有線新聞】歐洲核子研究中心成功測試用貨車運載不易保存的反物質，創下全球首例，有望日後將反物質送往歐洲各地實驗室，進行更深入研究。 在瑞士的歐洲核子研究中心，工作人員小心翼翼地將這個內裡載有約100粒反質子的特製裝置放在貨車上，這次實驗被視為鋪路推行全球首個反物質運送服務，準備過程並不簡單。因為當反物質遇上普通物質會產生湮滅作用，兩者都會消失，由質量轉換成能量，所以裝置需利用超導磁鐵，將溫度降至攝氏零下269度，令極為敏感的反質子懸浮在真空環境，避免因接觸由物質組成的內壁而湮滅。 今次行車測試載著反質子在中心的園區繞一圈，路程約4公里，但行車期間難免出現煞車和開車等情況，這些路面上的顛簸需由裝置去抵銷，確保反物質處於四平八穩的環境。由於今次運送的質量小，即使因湮滅而釋放能量，也不會存在風險。反物質會否湮滅，則可透過螢幕顯示，因為它們的振動頻率特徵是兩個波峰。貨車繞一圈後返回起點，初步數據顯示反物質仍在貨車內，似乎能夠安全「回歸」。 雖然歐洲核子研究中心被譽為「反物質工廠」，能夠產生數百萬個反質子，但中心內有大量磁場干擾，不利研究反物質，所以科學家一直希望送它們「出門」，運往不同實驗室進行更精準研究。粒子物理學家烏爾默：「我們知道如果在這個加速器設施之外進行研究，測量精準度可提升100到1,000倍，這原則上就是我們的動機，所以透過這次移送，我們如同建造一個顯微鏡，其解析度相比在這個設施內還要好上100倍，這就是我們做這些事的動機。」 在宇宙大爆炸的時候，反物質和物質的數量理應相等，但現今的宇宙卻近乎完全由物質主導，如果能夠提高測量精準度，將可透過分析普通物質與反物質之間的細微差異，理解反物質為何近乎不存在的這個不平衡現象。

【有線新聞】美國總統特朗普聲稱正與伊朗談判停火，並向美國送贈大禮。 特朗普：「伊朗將會達成協議，昨天，她們做了非常好的事，她們送贈禮物予我們，這是一份大禮，有巨大價值。」 特朗普稱禮物跟天然氣、石油及霍爾木茲海峽有關，但沒有交代詳情。他指團隊包括副總統萬斯及國務卿魯比奧，正與伊朗合適的人對話，重申伊朗非常期望達成協議。 美媒報道，美國正與中東國家研究最快周四和伊朗展開高層級和平峰會，兩名美國官員指美國已透過巴基斯坦向伊朗提交15點停火協議，涉及伊朗導彈及核計劃，以及霍爾木茲海峽。

【有線新聞】丹麥國會選舉初步點票結果顯示，執政社會民主黨勝選，保持第一大黨地位，但未能取得過半議席單獨執政。 大批社會民主黨人在競選總部觀看投票結果，社會民主黨得票率最高，但僅22%，在國會179席中奪得38席，大減12席，有議員對結果不滿意。連同其他左翼政黨組成的紅營共得84席，未能成功取得過半議席。 首相弗雷澤里克森有望連任，但要籌組聯合政府，意味外交大臣拉斯穆森率領的中間派溫和黨屬關鍵，他呼籲弗雷澤里克森靠攏中間派。

Why Microsoft stock crashes today? MSFT stock falls 2.75% – Why BofA still gives a Buy signal despite AI s The Economic Times

Dragon Claws/iStock via Getty Images I previously covered Bristol-Myers Squibb Company ( BMY ) in December 2025, discussing why I had reiterated my Buy rating then, despite the outsized rally/overbought technical indicators and the growth headwinds arising from the patent cliffs/Medicaid deals with the US government. With the pharmaceutical giant still boasting rich cash flows and a healthier balance sheet, I was of the opinion that contrarian investors might still add the stock upon a moderate retracement. In this article, I shall discuss why I am reiterating my Buy rating for the BMY stock after a further pullback to the 200 day moving averages, since those levels may unlock an expanded forward dividend yield of ~4.9%, nearer to its 2025 averages. My optimism is also aided by their promising portfolio renewal significantly aided by the new Opdivo delivery, the cheap valuations/rich cash flows triggering the rich/secure dividend story, and their eventual capital appreciation upon valuation re-rating closer to the sector median, upon the emergence of a blockbuster drug and/or growth in their top/bottom-line metrics. BMY's Dividend & Portfolio Renewal Investment Thesis Explained BMY 1Y Stock Price (Trading View) Since my last Buy rating, BMY has charted a further upward momentum to hit the prior March 2025 highs of $62s, before losing part of those gains to retest the prior support levels/50 day moving averages of $57s by the time of writing. After the great market rotation to value /dividend-oriented stocks, it appears their upward momentum may be waning here, as similarly observed in the ongoing correction of its pharmaceutical peers after the recent high. 1. Dividend Yield BMY's pullback has been a boon indeed, since I am of the opinion that the prior October 2025 rally through February 2026 has occurred overly fast and furious, as observed in the moderation in its forward dividend yield from the prior 5.8% levels to 4.38% by the time of writing. Global Inflation ...

Key PointsMacroeconomic and geopolitical uncertainty pressured technology stocks, helping drag Palantir lower.

Why Palantir Technologies Stock Tumbled on Wednesday Yahoo Finance

Why Palantir Technologies Stock Tumbled on Wednesday finance.yahoo.com

Barry Ticho, chief medical officer of Stoke Therapeutics (NASDAQ:STOK) , reported the direct sale of 14,311 shares of Common Stock for a transaction value of approximately $457,000 between March 17, 2026 and March 19, 2026, as disclosed in the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($31.92); post-transaction value based on March 19, 2026 market close price. * 1-year price change calculated as of March 19, 2026. Continue reading

Microsoft is one software company that William Blair analyst Jason Ader has called out as a likely winner in the age of artificial intelligence.

Key PointsCoreWeave soared after its IPO last year, but in recent times, it’s lost momentum.