RBC Capital and Jefferies Keep Bullish Ratings on Microsoft (MSFT) Yahoo Finance

格隆汇3月22日｜以色列军方：自“咆哮的狮子”行动开始以来，伊朗首次试射远程导弹，射程可达4000公里。

Key Points ENAVATE Added 157,800 shares of Zenas BioPharma worth an estimated $5.19 million (based on quarterly average price). The quarter-end position value increased by $58.80 million, reflecting both trading and stock price movement. The transaction represented a 1.02% change relative to the fund’s $506.78 million 13F reportable assets under management. After the trade, ENAVATE held 3,919,159 shares of Zenas BioPharma valued at $142.30 million at quarter-end. Zenas BioPharma now accounts for 28.08% of reported AUM, making it the fund's largest holding. 10 stocks we like better than Zenas BioPharma › On February 17, 2026, ENAVATE Sciences GP, LLC disclosed a buy of 157,800 shares of Zenas BioPharma (NASDAQ:ZBIO), an estimated $5.19 million trade based on quarterly average pricing. ENAVATE Sciences added 157,800 shares of Zenas BioPharma, an estimated $5.19 million trade based on quarterly average pricing. The quarter-end value of the Zenas BioPharma position increased by approximately $58.80 million, reflecting both the share purchase and stock price movement during the quarter. The transaction represented a 1.02% change relative to ENAVATE's $506.78 million in 13F reportable AUM. After the trade, ENAVATE held 3,919,159 shares of Zenas BioPharma valued at $142.30 million at quarter-end. Zenas BioPharma now accounts for 28.08% of ENAVATE's reportable AUM, making it the fund's largest holding. What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, ENAVATE Sciences GP, LLC increased its holding in Zenas BioPharma by 157,800 shares during the quarter. The estimated transaction value is approximately $5.19 million, calculated using the average closing price for the quarter. The quarter-end value of the stake rose by $58.80 million, a figure that reflects both the share purchase and price appreciation. What else to know This was a buy, bringing the Zenas BioPharma position to 28.1% of the fund’s 13F reportable AUM as of De...

Amazon.com, Inc. (NASDAQ:AMZN) is one of Harvard University’s top AI stock picks. On March 6, Amazon.com, Inc. (NASDAQ:AMZN)'s cloud unit, Amazon Web Services, inked a new multiyear strategic agreement with Sailpoint, a leader in enterprise identity security. Amazon.com Inc. (AMZN) AWS Taps SailPoint to Develop Governance Solutions for AI Agents christian-wiediger-rymh7EZPqRs-unsplash The two are joining forces as part of a long-standing relationship to develop a unified governance layer to manage all identities, human and non-human. The ultimate goal is to develop identity governance solutions for AI agents. In return, the partnership will establish SailPoint as the preferred governance solution for AI builds on AWS. SailPoint and AWS will also work on a complete lifecycle governance for all identities and an automated policy implementation. In addition, Sailpoint is to integrate with AWS AgentCore via Bedrock AgentCore by discovering AI agents. The integration and deployments should result in new market routes and accelerate customer adoption of the modern identity platform. “As customers build transformative new experiences, they need a trusted framework for security and governance. This collaboration brings together SailPoint’s leadership in identity with the power of AWS, enabling our customers to confidently deploy and scale their AI agents,” said Keshav Narsipur, VP, AWS Identity and Access Management, Cloud Governance and Infrastructure as Code, AWS. Amazon.com Inc. (NASDAQ:AMZN) is deeply integrated into the artificial intelligence landscape, focusing on three main areas: providing cloud-based AI tools for businesses (AWS), enhancing consumer experiences (Alexa/Retail), and automating logistics. Amazon’s strategy centers on making AI accessible to developers and businesses while leveraging generative AI across its vast ecosystem. While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carr...

Amazon.com (AMZN) AWS Taps SailPoint to Develop Governance Solutions for AI Agents Yahoo Finance

Finding the ultimate artificial intelligence (AI) investment isn't easy. However, I think Taiwan Semiconductor Manufacturing (TSM 2.79%) is about as close to that description as it gets. Taiwan Semiconductor has positioned itself nicely to succeed in the current market environment, and it's slated to cash in on all of the AI spending. I've got three reasons why Taiwan Semiconductor (also known as TSMC) is the ultimate way to invest in AI, and all of them add up to make it a great investment pick. 1. Taiwan Semiconductor doesn't care whose chip designs are being used While there is a lot of debate about whether Nvidia can sustain its lead or if Broadcom or Advanced Micro Devices can sneak up and capture some of it, the reality is that Taiwan Semiconductor will be the primary chip fabricator regardless of which company's computing units are most popular. This is an excellent position to be in, as the only thing Taiwan Semiconductor is concerned about is AI hyperscalers spending more and more money on chips. And several projections point to this cohort doing exactly that. Expand NYSE : TSM Taiwan Semiconductor Manufacturing Today's Change ( -2.79 %) $ -9.46 Current Price $ 329.33 Key Data Points Market Cap $1.7T Day's Range $ 325.90 - $ 337.49 52wk Range $ 134.25 - $ 390.20 Volume 660K Avg Vol 13M Gross Margin 58.73 % Dividend Yield 1.02 % While the big four AI hyperscalers are expected to spend around $650 billion in capital expenditures this year, there are several other businesses that are also spending big. It also doesn't include other regions like China or Europe. There is a massive AI market already, but it's only expected to get bigger. McKinsey & Company estimates that by 2030, about $7 trillion will be spent building out data centers for AI. Taiwan Semiconductor will be a major chip supplier for a large part of that spending, making it a top way to invest in AI expansion. 2. Taiwan Semiconductor's growth projections are incredible Taiwan Semiconductor also ha...

Key Points Taiwan Semiconductor is a key chip supplier to all major hardware players. Management believes AI chip growth will last for multiple years. The dominant chip foundry is expanding beyond Taiwan to other regions. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Finding the ultimate artificial intelligence (AI) investment isn't easy. However, I think Taiwan Semiconductor Manufacturing (NYSE: TSM) is about as close to that description as it gets. Taiwan Semiconductor has positioned itself nicely to succeed in the current market environment, and it's slated to cash in on all of the AI spending. I've got three reasons why Taiwan Semiconductor (also known as TSMC) is the ultimate way to invest in AI, and all of them add up to make it a great investment pick. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » 1. Taiwan Semiconductor doesn't care whose chip designs are being used While there is a lot of debate about whether Nvidia can sustain its lead or if Broadcom or Advanced Micro Devices can sneak up and capture some of it, the reality is that Taiwan Semiconductor will be the primary chip fabricator regardless of which company's computing units are most popular. This is an excellent position to be in, as the only thing Taiwan Semiconductor is concerned about is AI hyperscalers spending more and more money on chips. And several projections point to this cohort doing exactly that. While the big four AI hyperscalers are expected to spend around $650 billion in capital expenditures this year, there are several other businesses that are also spending big. It also doesn't include other regions like China or Europe. There is a massive AI market already, but it's only expected to get bigger. McKinsey & Company estimates that by 2030, about $7 trillion will be spent building out data c...

3 Reasons Why Taiwan Semiconductor Is the Ultimate Artificial Intelligence (AI) Investment AOL.com

3 Reasons Why Taiwan Semiconductor Is the Ultimate Artificial Intelligence (AI) Investment Yahoo Finance

Bulls vs. Bears: Micron revisited after Q2 results (MU:NASDAQ) Seeking Alpha

Sundry Photography/iStock Editorial via Getty Images Shares of Micron Technology ( MU ) slipped later this week even as the memory producer reported better-than-expected Q2 results and projected an outlook for fiscal Q3 2026 that significantly beat Wall Street's estimates on Wednesday. With shares of the Boise, Idaho-based tech firm taking a breather this year following over a 200% jump in 2025, Seeking Alpha analysts reviewed their ratings on Micron ( MU ) in reaction to the post-earnings dip. The Bulls “Micron reported explosive growth driven primarily by pricing, with DRAM prices up mid-60% and NAND prices rising high-70% year-over-year,” wrote SA analyst Yiannis Zourmpanos in “Micron Is Rewriting The Memory Cycle.” “Despite strong fundamentals, Micron trades at just 7.9x FY 2026 EPS and 4.8x FY 2027 EPS, reflecting persistent market skepticism.” “The Data Center market, which is in hot pursuit of graphics processing units as well as high bandwidth memory, is booming and has led Micron to report a near-tripling of its revenues in the second fiscal quarter,” added SA analyst The Asian Investor in “Micron: HBM Leads To Profit Explosion.” “Shares of Micron dropped ~7% after the earnings report, likely due to investor fears about margins topping out, but the business setup is very strong right now.” “MU's Q3 guidance is extraordinary: revenue forecast at $33.5B and EPS at $19.15, both dramatically above Street expectations, with gross margin outlook at 81%,” opined StockBros Research in “Micron Just Smashed Estimates - Buy The Dip.” “Despite cyclical risks and post-earnings volatility, MU stock's valuation remains attractive, with strong momentum, profitability, and upward EPS/revenue revisions supporting a Buy rating.” “Micron Technology, Inc. delivered a spectacular earnings beat, with revenue tripling year-over-year and gross margin reaching 74.9%, driven by surging memory chip prices,” noted SA analyst Julia Ostian in “Micron's $33B Guidance: The Shortage Is Just...

Alphabet stock (NASDAQ:GOOGL) is one of Harvard University’s top AI stock picks. On March 13, analysts at Needham reiterated that heightened generative artificial intelligence investments represent Alphabet’s (NASDAQ:GOOGL) highest return on invested capital, measured by free cash flow. Needham Confident of Alphabet stock (GOOGL) Free cash Flow Generation Capabilities amid AI Disruption The research firm expects the tech giant to self-fund its capital expenditures between 2025 and 2028, thanks to its solid free cash flow. Consequently, Needham has reiterated a Buy rating on Alphabet stock with a $400 price target. According to the research firm, the tech giant is well-positioned to generate significant free cash flows if generative AI proves non-disruptive. Generative AI execution risks at the tech giant are the lowest among hyperscalers since it has proved it can transition its lucrative search link business to AI answers and overviews. The remarks come on Google completing the acquisition of the cloud and artificial intelligence security platform Wiz. It plans to integrate it with Google Cloud while retaining its brand and serving customers across all major cloud providers. Alphabet stock (NASDAQ:GOOGL) is a dominant leader in artificial intelligence, leveraging a full-stack approach spanning hardware infrastructure, foundational research, and widespread consumer/enterprise applications. Through its subsidiary Google, Alphabet embeds AI into its core products, including Search, YouTube, Android, and Cloud, while driving cutting-edge research through its DeepMind division. While we acknowledge the potential of GOOGL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Yea...

格隆汇3月22日｜以色列军方证实，核反应堆所在的迪莫纳市遭到伊朗导弹袭击。

【有線新聞】宏福苑火災獨立委員會首輪聽證會舉行兩天，承建商「宏業」兩名董事拒絕出席作證，有前立法會議員提出應動用「備用權力」，改以法定獨立調查委員會名義傳召這兩名關鍵人物。有法律界人士認為現在將委員會「升格」時間尚早。 宏福苑火災首輪聽證會列出38名參與者，包括宏福苑居民、政府部門代表等，其中承建商「宏業」兩名董事侯華健和何建業只提供書面陳述書，拒絕口頭作供。 前立法會議員田北辰建議按機制引用《調查委員會條例》，讓委員會轉為獨立調查委員會傳召這兩名董事。「法庭傳召證人要親自出席給人盤問，甚麼叫書面？你都未知道問題是甚麼。現在無法後退，一定要行這一步，否則整個公信力，整個今次調查做法、結構，社會上有很多質疑。最初大家『收貨』，因為特首說（收到請求），隨時可以批准成立（獨立調查委員會）。」 身兼行會成員的資深大律師湯家驊說，現在將委員會「升格」時間尚早。「現時書面上的證供是否足夠回答委員會心中的疑問，如果認為足夠，就毋須強迫這些人出來。是否要人親自出庭才有真相，我不相信，很多人出庭都會講假話，如果每個人出庭都誠實就沒有官司。」 湯家驊又說，因為少數人不出席聽證，就成立獨立調查委員會跟進做法有欠效率。他相信比較適合先等委員會完成餘下的聽證，再轉為獨立調查委員會將需要進一步查問的人一次過傳召回應提問。

格隆汇3月22日｜据Kan News：美国已通知以色列，“杰拉尔德·福特”号航空母舰已恢复全面作战能力。

Some people try to know everything. Warren Buffett made billions knowing what to ignore. The HBO documentary "Becoming Warren Buffett" from 2017 shows how Microsoft co-founder Bill Gates went from skeptical to fully convinced — not because of what Buffett knew, but because of how he thinks. Bill Gates Didn't See The Value In Meeting Warren Buffett Melinda French Gates, who was married to Bill at the time of the film, said it took persistence to make the meeting happen. "He's one of the smartest people we know," she said in the film. "I was at a couple of the family dinners at the Gates house where Mary, Bill's mom, was trying to convince him to come out to the family place at Hood Canal to meet Warren Buffett, and he was resisting because he was really busy with Microsoft. Finally he said, ‘Mom, okay, I'll come for lunch.'" Don't Miss: Gates said he showed up without much interest. "So the two of us flew out there somewhat reluctantly," he said. "Buying and selling stocks, which is how I thought of Warren, wasn't a particular interest to me and didn't seem like value added." That didn't last. "It turned out that was completely wrong," Gates said. "We knew that day that we'd be very close friends. In fact, we just couldn't get enough of each other." Why "Focus" Showed Up Without Any Discussion "Shortly after I met Bill Gates, Bill's dad asked each of us to write down on a piece of paper one word that would best describe what had helped us the most," Buffett said in the film. "Bill and I, without any collaboration at all, both wrote the word ‘focus.'" For Buffett, that word drives everything. "Focus has always been a strong part of my personality," he said. "If I get interested in something, I get really interested. If I get interested in a new subject, I want to read about it, I want to talk about it, and I want to meet people that are involved in it." Gates saw the same pattern. "We both love to work hard," he said. "Neither of us like frivolous things." Trending: S...

Robert Mueller, the former special counsel whose investigation into alleged Russian interference in the 2016 US election defined much of Donald Trump's first term in office, has died. He was 81.

曾調查美國大選通俄案 前FBI局長米勒逝世 終年81歲 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】曾負責調查俄羅斯干預2016年美國大選案的前聯邦調查局局長米勒逝世，終年81歲。 米勒2017年出任司法部特別檢察官，接手調查俄羅斯涉嫌干預2016年美國大選案備受關注。歷時約2年調查，確認俄羅斯干預大選亦披露特朗普競選團隊曾多次與俄方人員接觸，但最終未有起訴特朗普，引發爭議。 米勒自2001年起擔任聯邦調查局局長長達12年，任內經歷過911恐襲，他的家人發聲明指米勒周五晚上離世，沒有交待死因。特朗普則指感到欣慰，聲稱他不會傷害無辜的人。

Guidance Update: Whats next for Tesla Inc stock - 2026 Market Mood & Daily Growth Stock Tips baoquankhu1.vn

The market volatility stemming from the conflict in Iran is enough to rattle the nerves of even the most experienced investors. While some are fleeing to gold investments to fortify their portfolios, there are better opportunities than the precious metal. With energy prices elevated right now, oil dividend stocks, for example, represent excellent choices. Those committed to digging through the oil patch for a passive income investment don't need to look much further than these oil dividend stocks that two Fool.com contributors recognize as great opportunities right now. A multi-decade history of hiking its dividend makes this energy stalwart a great consideration Scott Levine (Chevron): While the 3.6% forward dividend yield is certainly nothing to sneeze at, this one figure belies another number that speaks a lot louder to the Chevron (CVX +0.12%) stock's allure as a passive income investment: the multi-decade dividend increase streak. Expand NYSE : CVX Chevron Today's Change ( 0.12 %) $ 0.24 Current Price $ 201.68 Key Data Points Market Cap $403B Day's Range $ 201.21 - $ 205.06 52wk Range $ 132.04 - $ 205.08 Volume 592K Avg Vol 12M Gross Margin 14.66 % Dividend Yield 3.43 % For 39 consecutive years, Chevron has maintained annual dividend increases, a feat few companies can claim, let alone energy stocks. Over the past four decades, there have been booms and busts in energy prices, and all the while, Chevron has continued to raise its dividend. This achievement speaks to management's prowess in maintaining its financial health during periods of lower energy prices. Of course, it's not simply that the company has achieved a 39-year streak of hiking its dividend higher that should encourage prospective investors. During a recent investor presentation, Chevron asserted that it will reach breakeven for 2026 to 2030, including dividend and capital expenditures, even if the oil benchmark Brent crude falls to $50 per barrel. While some of Chevron's upstream operations may ...

國土安全部局部停擺逾一個月 特朗普要脅在機場部署移民執法人員 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國總統特朗普要脅周一起在機場部署移民及海關執法局人員。 國土安全部局部停擺逾一個月，導致機場安檢人手短缺，安檢大堂出現排隊人龍。特朗普在社交平台發文警告，如果民主黨員不支持國會通過運輸安全管理局的撥款法案，確保機場安保系統如常運作，將會在各機場部署移民及海關執法局人員，包括立即逮捕非法移民。國土安全部指停擺至今，逾400名運輸安全管理局職員被辭退。

國內首台550兆瓦F級燃氣機組重慶正式運行 創能源突破 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】中國在大容量高效清潔能源裝備應用取得新突破。 位於重慶潼南的國內首台550兆瓦F級燃氣機組順利完成168小時滿負荷運行，正式投產發電。機組的總裝機容量約110萬千瓦，即可轉換成約1,100兆瓦，是目前國內F級重型燃氣渦輪機單機容量最大、效率最高的機組。全面建成投產後，年發電量約21億千瓦時約能滿足175萬個家庭每年用電需求，可節標準煤碳約20萬噸，減排二氧化碳約86萬噸，二氧化硫和煙塵等更接近零排放。

If you've got $5,000 available to invest that isn't needed to bolster an emergency fund or pay down short-term debt, and are looking to get into the market, I would start by investing in two leading artificial intelligence (AI) stocks. Let's look at two great options you can buy right now and hold for the long term. Nvidia The king of AI infrastructure, Nvidia (NVDA 3.17%), is not sitting still waiting for its crown to be usurped. The company has grown to be the largest in the world on the back of its graphics processing units (GPUs), and it is still seeing rapid revenue growth. Its CUDA software platform has been a differentiator and created a wide moat, but it knows that this may no longer be enough by itself as the market shifts more toward inference and agentic AI. Through its acquisition of Groq and SchedMd, Nvidia has really positioned itself to be a leader in these two fields and expand on its ecosystem advantages. We can already see this with its introduction of NemoClaw, which utilizes SchedMD's Slurm, to create a powerful agentic AI platform, and by integrating Groq's inference-focused LPUs (language processing units) into its chip and software platform. Expand NASDAQ : NVDA Nvidia Today's Change ( -3.17 %) $ -5.66 Current Price $ 172.90 Key Data Points Market Cap $4.2T Day's Range $ 171.73 - $ 178.11 52wk Range $ 86.62 - $ 212.19 Volume 6.5M Avg Vol 174M Gross Margin 71.07 % Dividend Yield 0.02 % Nvidia is no longer just a chip company; it's become an end-to-end AI data center behemoth with one of the most complete tech stacks out there. That makes it a solid long-term investment. Alphabet In the AI revolution, it's becoming more and more about controlling the ecosystem. Nvidia is doing that on one end, while Alphabet (GOOGL 2.01%) (GOOG 2.25%) is attacking it on the other end. Alphabet has the most complete AI stack at the moment, as it is the only company with world-class AI chips, with its tensor processing units (TPUs) plus a top-tier AI model in Gemi...

Key Points Nvidia remains the king of AI infrastructure and it's not sitting still. Alphabet has one of the most complete AI stacks, giving it an advantage. 10 stocks we like better than Nvidia › If you've got $5,000 available to invest that isn't needed to bolster an emergency fund or pay down short-term debt, and are looking to get into the market, I would start by investing in two leading artificial intelligence (AI) stocks. Let's look at two great options you can buy right now and hold for the long term. Nvidia The king of AI infrastructure, Nvidia (NASDAQ: NVDA), is not sitting still waiting for its crown to be usurped. The company has grown to be the largest in the world on the back of its graphics processing units (GPUs), and it is still seeing rapid revenue growth. Its CUDA software platform has been a differentiator and created a wide moat, but it knows that this may no longer be enough by itself as the market shifts more toward inference and agentic AI. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Through its acquisition of Groq and SchedMd, Nvidia has really positioned itself to be a leader in these two fields and expand on its ecosystem advantages. We can already see this with its introduction of NemoClaw, which utilizes SchedMD's Slurm, to create a powerful agentic AI platform, and by integrating Groq's inference-focused LPUs (language processing units) into its chip and software platform. Nvidia is no longer just a chip company; it's become an end-to-end AI data center behemoth with one of the most complete tech stacks out there. That makes it a solid long-term investment. Alphabet In the AI revolution, it's becoming more and more about controlling the ecosystem. Nvidia is doing that on one end, while Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is attacking it on the other end. Alphab...

Donald Trump threatened on Saturday to deploy federal immigration agents to US airports on Monday if Democrats do not agree to measures aimed at strengthening security and immigration enforcement. “If the Radical Left Democrats don’t immediately sign an agreement to let our Country, in particular, our Airports, be FREE and SAFE again, I will move our brilliant and patriotic ICE Agents to the Airports,” Trump said in a Truth Social post. Airport security is currently handled by the Transportation Security Administration (TSA), while ICE handles immigration enforcement. Both are under the Department of Homeland Security (DHS). ICE has been a pillar of the Trump administration’s immigration crackdown, drawing criticism from Democrats, civil liberties advocates and immigration advocacy groups. Trump added that ICE “will do Security like no one has ever seen before, including the immediate arrest of all Illegal Immigrants who have come into our country” and pointed to a “heavy emphasis on those from Somalia, who have totally destroyed, with the approval of a corrupt Governor, Attorney General, and Congresswoman, Ilhan Omar, the once Great State of Minnesota”. In a subsequent post, Trump said the deployment would begin on Monday “if the Democrats do not allow for Just and Proper Security at our Airports, and elsewhere throughout our Country”. The remarks come amid political tensions over immigration policy and a broader debate over federal enforcement powers. Trump’s post came hours after Democrats blocked a DHS funding bill – the fifth time since the shutdown of the agency began in mid-February. TSA workers could miss their second full paycheck next week as Washington lawmakers feud over the resolution to a partial government shutdown. Democrats are demanding changes in immigration enforcement operations, including ICE, after recent clashes in Minneapolis resulted in the deaths of two protesters, Alex Pretti and Renee Good. Trump’s threat to put ICE agents at airport sec...

Realty Income (O 2.70%) has become the real estate partner to the world's leading companies. The real estate investment trust (REIT) has traditionally done so by forming win-win partnerships with companies that own real estate, acquiring their properties through sale-leaseback transactions. The company has also formed several strategic investment partnerships in recent years. The REIT recently announced its latest strategic real estate investment partnership by forming a $1 billion joint venture (JV) with Apollo (APO +0.09%). Here's a look at whether these partnerships make the top monthly dividend stock a buy. A $1 billion partnership Realty Income is forming a new JV with Apollo-managed funds. The alternative investment manager will provide $1 billion to Realty Income to acquire a 49% interest in a diversified portfolio of single-tenant retail properties secured by long-term net leases. The portfolio will provide the Apollo-managed funds with stable, contractual cash flows. Realty Income will manage the portfolio under a long-term management agreement. The initial 500-property portfolio has a weighted-average lease term of 9.1 years and annual lease escalators of approximately 1%. The portfolio features a mix of tenants, including dollar stores (9.9% of rent), quick-service restaurants (8.3%), drug stores (7.9%), grocery stores (7.7%), and health and fitness properties (7.5%). The initial $1 billion investment by Apollo is likely only the beginning as Apollo anticipates making follow-on investments with Realty Income. The companies expect to price future investments based on long-term interest rates, not equity market conditions. As a result, this partnership should provide Realty Income with a stable source of non-dilutive, attractively priced equity capital. The deal can also serve as a template for future partnerships with other financial firms seeking to invest in real estate. Expand NYSE : O Realty Income Today's Change ( -2.70 %) $ -1.69 Current Price $ 60.9...

Key Points Kevin Douglas disposed of 568,000 shares for a transaction value of approximately $21.48 million, based on a weighted average price of $37.82 per share on March 16, 2026. The sale included 330,200 shares from direct holdings and 237,800 shares from indirect trusts and entities, notably including multiple family trusts and a limited liability companies. Post-transaction, Douglas retains a substantial stake, with direct and indirect holdings totaling over 5 million shares. 10 stocks we like better than IMAX › Kevin Douglas, a member of the Board of Directors for IMAX (NYSE:IMAX), reported the sale of 568,000 shares in multiple open-market transactions on March 16, 2026, as detailed in the SEC Form 4 filing. Transaction summary Metric Value Shares sold 568,000 Shares sold (direct) 330,200 Shares sold (indirect) 237,800 Transaction value ~$21.5 million Post-transaction shares (direct) 3,657,450 Post-transaction shares (indirect) 1,614,299 Post-transaction value (direct ownership) ~$143.3 million Transaction value based on SEC Form 4 weighted average purchase price ($37.82); post-transaction value based on March 16, 2026 market close ($39.19). Key questions How does this sale compare to Douglas's historical trading activity? Since June of 2023, this is Douglas's only reported open-market sale, with the transaction size of 568,000 shares matching the median for his sell events in the period. Since June of 2023, this is Douglas's only reported open-market sale, with the transaction size of 568,000 shares matching the median for his sell events in the period. Which entities were involved in the indirect portion of this sale? The 237,800 shares sold indirectly were held through a series of family trusts, intentionally defective grantor trusts (IDGTs), and limited liability companies, reflecting diversified estate and family asset planning. The 237,800 shares sold indirectly were held through a series of family trusts, intentionally defective grantor trusts (IDGTs)...

American Express (AXP 0.05%) stock hasn't been the fast train to wealth in 2026. The credit card giant's stock is trading down by almost 21% year to date, a notably steeper fall than the 4% dip of the benchmark S&P 500 index. It's not the company's fault. These days, many investors are fearful of how the relentless progress of artificial intelligence (AI) could negatively affect legacy businesses like Amex's. I think they're temporarily underestimating the company's power, and the sticky appeal and utility of its cards. Agents of fortune It might seem like a stretch for folks to worry that AI could drain the fundamentals of a well-entrenched financial powerhouse like American Express. There's a logic to it, though -- next-generation "agentic" AI models can hypothetically be tasked with finding the lowest possible price for a good or service. That process would surely include reducing or eliminating as many fees as possible. Amex and other card giants, such as Visa and Mastercard, rake in billions of dollars in fees from transactions made with their cards. The worry is that these rivers will run dry because AI agents use low-cost (or even free) transaction methods, such as the more popular stablecoin cryptocurrencies. It's almost indisputable that AI will be a disruptive -- in some instances, even destructive -- force in the business world. But I think the card giants, and Amex in particular, have wide enough moats to withstand the coming force of AI. First, when properly managed, a credit card (or any form of debt, come to think of it) is an important, powerful tool. Think of a purchase on such plastic as an instant loan that you don't have to pay back for days or weeks. An AI agent laboring to get the lowest possible price is likely going to use an instrument that isn't debt, meaning a consumer will need to have funds on hand ... and debit them immediately. Second, one of the great selling points of Amex cards is the extensive rewards program they grant access to. ...

Key Points The worry is that specialized AI models could be trained to favor purchases that bypass the fees that credit card issuers and processors charge. This overlooks several factors that make credit cards appealing, however. 10 stocks we like better than American Express › American Express (NYSE: AXP) stock hasn't been the fast train to wealth in 2026. The credit card giant's stock is trading down by almost 21% year to date, a notably steeper fall than the 4% dip of the benchmark S&P 500 index. It's not the company's fault. These days, many investors are fearful of how the relentless progress of artificial intelligence (AI) could negatively affect legacy businesses like Amex's. I think they're temporarily underestimating the company's power, and the sticky appeal and utility of its cards. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Agents of fortune It might seem like a stretch for folks to worry that AI could drain the fundamentals of a well-entrenched financial powerhouse like American Express. There's a logic to it, though -- next-generation "agentic" AI models can hypothetically be tasked with finding the lowest possible price for a good or service. That process would surely include reducing or eliminating as many fees as possible. Amex and other card giants, such as Visa and Mastercard, rake in billions of dollars in fees from transactions made with their cards. The worry is that these rivers will run dry because AI agents use low-cost (or even free) transaction methods, such as the more popular stablecoin cryptocurrencies. It's almost indisputable that AI will be a disruptive -- in some instances, even destructive -- force in the business world. But I think the card giants, and Amex in particular, have wide enough moats to withstand the coming force of AI. First, when properly manag...

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