IURII KRASILNIKOV/iStock via Getty Images There are two main drivers in the foreign exchange market: war and the anticipated monetary policy response. May WTI peaked on March 9 near $113.40. Last week, the average close was a little below $95. Brent has been hit harder, but it also peaked on March 9 (~$119.50). The five-day average close is about $105.50. As seems to be widely recognized now, the ...
IURII KRASILNIKOV/iStock via Getty Images There are two main drivers in the foreign exchange market: war and the anticipated monetary policy response. May WTI peaked on March 9 near $113.40. Last week, the average close was a little below $95. Brent has been hit harder, but it also peaked on March 9 (~$119.50). The five-day average close is about $105.50. As seems to be widely recognized now, the disruption transcends energy and includes important feedstock for fertilizer and sulfur, helium, and aluminum. Helium may be an underappreciated component in making semiconductor chips. Of course, the longer the disruption, the more impactful, but already Qatar has indicated that it will take several years to rebuild the damage to its LNG facility. There has been a dramatic swing in central bank expectations, and it seems somewhat exaggerated. The Fed funds futures are now pricing in a 40% chance of a hike before the end of the year. Until the conclusion of the FOMC meeting in the middle of last week, the cut was still discounted. The swaps market is discounting slightly more than three ECB hikes this year, with an 80% chance of the first one next month. Before the war began, the market was pricing in a 55% chance of a cut. The swaps market has almost 88 bp of tightening discounted by the Bank of England this year, a nearly 80% chance of a move next month. Before the war began, the market was discounting two cuts fully and a little more. US Drivers: The risk-off associated with the war has helped support the dollar. The rolling 30-day correlation between the VIX (volatility in the S&P 500) and the Dollar Index has risen to around 0.30 from an inversion from mid-January until the end of February. We remain cautious because interest rate differentials have moved most against the US and against Europe. Before the war began, the futures market was discounting two quarter-point rate cuts fully and a 40% chance of a third. At the end of last week, the market began debating about ...
東亞超級籃球聯賽 宇都宮皇者擊敗領航猿封王 比江島慎獲選MVP To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】東亞超級籃球聯賽決賽，宇都宮皇者以9分擊敗桃園領航猿。 深藍衫皇者開賽大灑「三分雨」，頭5個入球都是來...
東亞超級籃球聯賽 宇都宮皇者擊敗領航猿封王 比江島慎獲選MVP To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】東亞超級籃球聯賽決賽，宇都宮皇者以9分擊敗桃園領航猿。 深藍衫皇者開賽大灑「三分雨」，頭5個入球都是來自外線，一段15比0先聲奪人。首節三分14射10中，單節拋離領航猿26分，比江島慎最準，上半場5次起手三分全中，全場交出球隊並列最高19分，當選總決賽最有價值球員。 領航猿連續兩屆打入決賽都面對日本球隊，上屆不敵廣島蜻蜓，換邊後力追，格拉咸攻入最高21分，4人得分雙位數，盧峻翔「零度位」突破上籃，貢獻15分。 要再次在決賽飲恨，皇者大部分時間維持雙位數分差，之後優勢收窄，布朗三分得手，領航猿一度追剩8分，皇者都頂得著，貢獻19分的紐比爾上籃得手「止血」，皇者由頭帶到尾下贏90比81封王。
Apple Inc. (ISIN: US0378331005) shares dipped as rivals advance in AI, raising questions for iPhone upgrade cycles. DACH investors watch Europe sales and tariff risks. Latest developments analyzed. Apple Inc. stock encountered headwinds this week as competitors like Google and Samsung unveiled superior AI features, prompting investor concerns over delayed iPhone upgrades. On Nasdaq in USD, shares ...
Apple Inc. (ISIN: US0378331005) shares dipped as rivals advance in AI, raising questions for iPhone upgrade cycles. DACH investors watch Europe sales and tariff risks. Latest developments analyzed. Apple Inc. stock encountered headwinds this week as competitors like Google and Samsung unveiled superior AI features, prompting investor concerns over delayed iPhone upgrades. On Nasdaq in USD, shares closed Friday at around $215, down 2.3% amid broader tech selloff tied to tariff fears from U.S. policy shifts. For DACH investors, this matters now due to Apple's heavy Europe revenue exposure—over 25% from the region—and potential EU regulatory hurdles on App Store practices that could squeeze margins. As of: 22.03.2026 By Dr. Elena Voss, Senior Tech Equity Analyst – Tracking Big Tech's innovation edge and its ripple effects on European portfolios. Recent Trigger: AI Lag Sparks Selloff Google's Gemini 2.0 launch on March 18 highlighted on-device AI capabilities surpassing Apple's Siri updates, leading to a swift market reaction. Analysts noted Samsung's Galaxy S26 integration of similar tech, potentially eroding Apple's premium positioning. This comes as Apple prepares its Worldwide Developers Conference in June, where AI enhancements are expected but details remain vague. Market data shows Nasdaq-listed Apple Inc. stock (US0378331005) fell from $220 to $215 in USD over three sessions, reflecting profit-taking after a strong 2025 rally. Volume spiked 40% above average, signaling institutional repositioning. DACH funds, holding significant stakes via ETFs, face valuation resets if AI fails to drive supercycle demand. Why now? Holiday quarter results exceeded estimates, but services growth slowed to 8% year-over-year, below the 12% consensus. Investors fear saturation in App Store and iCloud subscriptions amid antitrust scrutiny in Brussels. Official source Find the latest company information on the official website of Apple Inc.. Visit the official company website Services...
Key Points Tesla's biggest moneymaker is its Model Y crossover. Rivian's R2 SUV could ultimately unseat Tesla's Model Y dominance. 10 stocks we like better than Rivian Automotive › In many ways, Tesla (NASDAQ: TSLA) has faced limited competition over the last decade. Limited competition is a big reason why the company still commands a U.S. market share of more than 50%. Sure, other carmakers have ...
Key Points Tesla's biggest moneymaker is its Model Y crossover. Rivian's R2 SUV could ultimately unseat Tesla's Model Y dominance. 10 stocks we like better than Rivian Automotive › In many ways, Tesla (NASDAQ: TSLA) has faced limited competition over the last decade. Limited competition is a big reason why the company still commands a U.S. market share of more than 50%. Sure, other carmakers have electric vehicles (EVs) on the market. But many of those EVs are priced over $50,000, have relatively limited ranges, and lack the brand prestige of a Tesla. But there's one emerging competitor that will give Tesla a run for its money in 2026. By 2029, Tesla could lose one of its most valuable crowns. 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 » Tesla's biggest moneymaker is its Model Y On the surface, Tesla is a fairly diversified company when it comes to existing revenue streams. Roughly one-quarter of the company's revenue comes from sources like energy storage and generation -- which includes revenue from its solar and battery storage businesses -- as well as a variety of revenue streams that Tesla classifies as "services and other." And while around 75% of the company's revenue does come from its automotive business, Tesla has many models to thank for this income stream, including the Model S, Model X, Cybertruck, Model 3, and Model Y. Digging a bit deeper, however, reveals a more concentrated story. That portion of revenue Tesla calls "services and other" actually deals almost strictly with its automotive segment. That bucket accounts for used car sales, supercharging network fees, repairs, insurance, and other charges Tesla's automotive customers rack up. Combined with the "automotive" revenue bucket, around 86% of revenue is tied to its vehicle sales efforts. But the story doesn't end there. La...
With its shares up 84% year to date, Palantir Technologies (NYSE: PLTR) has been having a good run, especially after better-than-expected second-quarter earnings show accelerating growth following the rollout of new generative artificial intelligence (AI) tools. Let's discuss how this opportunity could develop over the next three years and determine if Palantir can grow into its uncomfortably high...
With its shares up 84% year to date, Palantir Technologies (NYSE: PLTR) has been having a good run, especially after better-than-expected second-quarter earnings show accelerating growth following the rollout of new generative artificial intelligence (AI) tools. Let's discuss how this opportunity could develop over the next three years and determine if Palantir can grow into its uncomfortably high valuation. Second-quarter earnings reignite AI optimism The last few weeks have not been kind to AI companies, especially on the hardware side of the opportunity. Industry leaders like Nvidia, Advanced Micro Devices, and Super Micro Computer have fallen significantly from all-time highs amid concerns that this new technology may be more hype than substance. However, Palantir's impressive second-quarter earnings help make the case for continued investment. Total revenue increased 27% year over year to $678 million. But while Palantir is mainly known for its government and defense contracting, its smaller U.S. commercial segment may be finally coming into its own, expanding 55% to $159 million to represent just over 20% of the total. Palantir's commercial business provides software solutions for analyzing and managing big data for the private sector. This segment's rise could have several key benefits over the coming years. Unlike government contracts (which can be inconsistent depending on who is in office or which global conflicts flare up), private sector exposure could add stability and predictability to Palantir's operations. It also demonstrates the value of its recent pivot to generative AI. The next three years could depend on AI So far, the AI industry has mainly benefited hardware giants like Nvidia, which produces the computer chips needed to run and train consumer-facing large language models (LLMs). However, the software side of the industry may not be meeting expectations, with some analysts at Goldman Sachs suggesting the massive hardware spending may never pa...
Palantir Technologies (NASDAQ: PLTR) has been one of the hottest stocks over the past three years, as the company has seen its revenue growth accelerate for 10 straight quarters. The question on many investors' minds is whether this momentum can continue over the next several years for the company to grow into and beyond its current high valuation. Palantir has become one of the most important com...
Palantir Technologies (NASDAQ: PLTR) has been one of the hottest stocks over the past three years, as the company has seen its revenue growth accelerate for 10 straight quarters. The question on many investors' minds is whether this momentum can continue over the next several years for the company to grow into and beyond its current high valuation. Palantir has become one of the most important companies in the age of artificial intelligence (AI) and the premier AI software-as-a-service (SaaS) stock. The key to the company's success has been its Foundry Artificial Intelligence (AIP) platform, which can gather data from various sources and structure it into an ontology that it then links to physical assets and real-world concepts. This helps significantly reduce the potential for costly AI hallucinations (giving wrong info) and sets up the platform to act as an AI operating system for whichever third-party large language model (LLM) a customer chooses to deploy. 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 » AIP can be used to help solve a multitude of problems across industries, and this breadth has been driving tremendous growth with U.S. commercial customers. At the same time, the company's unique bootcamp go-to-market strategy, where it can help a potential customer solve an actual problem with AIP in about five days, has significantly lowered its sales cycle. This combination is leading to the company quickly adding new commercial customers, and then those customers quickly expanding once they have been landed. This could be seen in Palantir's results last quarter, as its customer count grew 34%, while its U.S commercial revenue surged 137%. Palantir started as a defense and intelligence contractor for the U.S. government, whose platform was able to recognize difficult-to-see patterns that all...
At least three Filipinos with ties to the country’s military have been arrested on suspicion of spying for Beijing, allegedly leaking information that sparked maritime confrontations in the disputed South China Sea The case, which came to light last year during an ongoing multi-agency counter-intelligence effort, marks a new strategy of recruiting Filipinos for espionage instead of planting indivi...
At least three Filipinos with ties to the country’s military have been arrested on suspicion of spying for Beijing, allegedly leaking information that sparked maritime confrontations in the disputed South China Sea The case, which came to light last year during an ongoing multi-agency counter-intelligence effort, marks a new strategy of recruiting Filipinos for espionage instead of planting individuals with fake local identities in the country, according to Philippine Navy Rear Admiral Roy Vincent Trinidad. China has rejected the allegations, calling them “malicious smears”. Advertisement One suspect allegedly used a modified mobile phone with a messaging app concealed within the video game Tetris to communicate with handlers, while payoffs involved cash hidden in fake food deliveries. The three did not work together, even though two were overseen by the same person. Advertisement “What we are seeing are individuals operating through a similar modus operandi, some of those involved appear to have acted independently while being approached through comparable recruitment channels,” Trinidad told This Week in Asia.
Donald Trump has given Iran 48 hours to reopen the strait of Hormuz to shipping or face the destruction of its energy infrastructure, as Tehran launched its most destructive attack yet on Israel. The ultimatum, made just a day after the US president said he was considering “winding down” military operations after three weeks of war, came as the key oil passage remained effectively closed and thous...
Donald Trump has given Iran 48 hours to reopen the strait of Hormuz to shipping or face the destruction of its energy infrastructure, as Tehran launched its most destructive attack yet on Israel. The ultimatum, made just a day after the US president said he was considering “winding down” military operations after three weeks of war, came as the key oil passage remained effectively closed and thousands more US Marines headed to the Middle East. Trump wrote on Truth Social that the US would “hit and obliterate” Iranian power plants – “starting with the biggest one first” – if Tehran did not fully reopen the strait within 48 hours, or 23:44 GMT on Monday according to the time of his post. View image in fullscreen The tanker Rarity sits at anchor off the Sultan Qaboos port in Muscat, Oman. Photograph: Stelios Misinas/Reuters Iran’s foreign minister, Abbas Araghchi, said Tehran had imposed restrictions only on vessels from countries involved in attacks against Iran, and would assist others that stayed out of the conflict. In response to Trump’s threat, Iran’s army said it will target energy and desalination infrastructure “belonging to the US and the regime in the region,” according to the Fars news agency. Trump’s ultimatum came hours after two Iranian missiles struck southern Israel, injuring more than 100 people in the most destructive attack since the war began. The Israel prime minister, Benjamin Netanyahu, vowed to retaliate “on all fronts”. The strikes, which slipped through Israel’s missile defence systems, tore open the facades of residential buildings and carved craters into the ground. First responders said 84 people were injured in the town of Arad, 10 of them seriously. Hours earlier, 33 were wounded in nearby Dimona, where AFPTV footage showed a large hole gouged into the ground next to piles of rubble and twisted metal. Dimona hosts a facility widely believed to be the site of the Middle East’s only nuclear arsenal, although Israel has never admitted to po...
Source: Fool 1D 5D 1M 3M 6M YTD 1Y 5Y Custom 1D Time Range Selector Custom Line Candle Analyst Views on ALAB Wall Street analysts forecast ALAB stock price to rise 19 Analyst Rating Wall Street analysts forecast ALAB stock price to rise 14 Buy 5 Hold 0 Sell Moderate Buy Current : 126.160 Low 155.00 Averages 206.18 High 250.00 Current : 126.160 Low 155.00 Averages 206.18 High 250.00 Loop Capital An...
Source: Fool 1D 5D 1M 3M 6M YTD 1Y 5Y Custom 1D Time Range Selector Custom Line Candle Analyst Views on ALAB Wall Street analysts forecast ALAB stock price to rise 19 Analyst Rating Wall Street analysts forecast ALAB stock price to rise 14 Buy 5 Hold 0 Sell Moderate Buy Current : 126.160 Low 155.00 Averages 206.18 High 250.00 Current : 126.160 Low 155.00 Averages 206.18 High 250.00 Loop Capital Ananda Baruah Buy initiated $250 2026-03-04 Reason Loop Capital Ananda Baruah Price Target $250 AI Analysis 2026-03-04 initiated Buy Reason Loop Capital analyst Ananda Baruah initiated coverage of Astera Labs with a Buy rating and $250 price target. Loop Capital Ananda Baruah Buy initiated $250 2026-03-04 Reason Loop Capital Ananda Baruah Price Target $250 2026-03-04 initiated Buy Reason Loop Capital analyst Ananda Baruah initiated coverage of Astera Labs (ALAB) with a Buy rating and $250 price target. Outside of Nvidia (NVDA), Astera is the company most representing a diversified AI silicon "pure play," the analyst tells investors in a research note. The firm believes Astera has an opportunity across all of generative AI silicon with solutions that address the most critical "pain points" inside the AI server and cluster experience. Loop believes the company has a "real opportunity to create some degree of moat-like stickiness." Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for ALAB Unlock Now See All Ratings About ALAB Astera Labs, Inc. is a global semiconductor company. The Company provides semiconductor-based connectivity solutions for cloud and artificial intelligence (AI) infrastructure. It has developed and deployed its Intelligent Connectivity Platform built from the ground up for cloud and AI infrastructure. Its Intelligent Connectivity Platform provides its customers with the ability to deploy and operate high-performance cloud and AI infrastructure at scale, addressing an increasingly diverse set of requirements. It provides its connectivit...
takasuu/iStock via Getty Images By Jennifer Nash The S&P 500 ( SPX ) finished the week at its lowest level in over six months. The index posted a weekly loss of 1.9%, its fourth straight week in the red, and is now 6.77% off its all-time high from January 27, 2026. Here is a snapshot of the index from the past week: The table below summarizes the number of record highs reached each year dating bac...
takasuu/iStock via Getty Images By Jennifer Nash The S&P 500 ( SPX ) finished the week at its lowest level in over six months. The index posted a weekly loss of 1.9%, its fourth straight week in the red, and is now 6.77% off its all-time high from January 27, 2026. Here is a snapshot of the index from the past week: The table below summarizes the number of record highs reached each year dating back to 2013. Here is a snapshot of the index from the past six months with a 50-day moving average: S&P 500: A Perspective on Drawdowns On October 9, 2007, the S&P 500 reached a then all-time high, closing the day at 1565.15. Then on March 9, 2009, the index dropped ~57% off of its high from exactly 17 months before, closing the day at 676.53. This time period became known as the Global Financial Crisis. It took over 5 years before the index reached a new, then all-time high on March 28, 2013, where it closed out at 1569.19. The chart below is a snapshot of record highs and selloffs since the 2007 peak reached on October 9, 2007. What happens if we take out the Global Financial Crisis? Here's a snapshot of the same chart above where the start date has been changed to the trough reached on March 9, 2009. Note the recent selloffs in 2022. Here are a few tables with the number of days of a 1% or greater change in either direction and the number of days of corrections (down 10% or more from the record high). And here is a linear chart of the index since October 9, 2007: Here is a linearly scaled version of the same chart with the 50- and 200-day moving averages. The index has been below the 50-day moving average since February 27th and below the 200-day moving average since March 19th. Additionally, the 50-day moving average has been above the 200-day moving average since July 1st. S&P 500: A Perspective on Volatility For a sense of the correlation between the closing price and intraday volatility, the chart below overlays the S&P 500 since 2007 with the intraday price range. On ...
In many ways, Tesla (NASDAQ: TSLA) has faced limited competition over the last decade. Limited competition is a big reason why the company still commands a U.S. market share of more than 50%. Sure, other carmakers have electric vehicles (EVs) on the market. But many of those EVs are priced over $50,000, have relatively limited ranges, and lack the brand prestige of a Tesla. But there's one emergin...
In many ways, Tesla (NASDAQ: TSLA) has faced limited competition over the last decade. Limited competition is a big reason why the company still commands a U.S. market share of more than 50%. Sure, other carmakers have electric vehicles (EVs) on the market. But many of those EVs are priced over $50,000, have relatively limited ranges, and lack the brand prestige of a Tesla. But there's one emerging competitor that will give Tesla a run for its money in 2026. By 2029, Tesla could lose one of its most valuable crowns. On the surface, Tesla is a fairly diversified company when it comes to existing revenue streams. Roughly one-quarter of the company's revenue comes from sources like energy storage and generation -- which includes revenue from its solar and battery storage businesses -- as well as a variety of revenue streams that Tesla classifies as "services and other." And while around 75% of the company's revenue does come from its automotive business, Tesla has many models to thank for this income stream, including the Model S, Model X, Cybertruck, Model 3, and Model Y. Continue reading