Aaron David Miller, a former State Department insider, is casting doubt on President Trump's narrative, arguing it’s “not credible” that Iran was just weeks away from developing a nuclear weapon. He also warns the conflict could backfire—pushing Iran closer to a nuclear weapon. (Source: Bloomberg)
Aaron David Miller, a former State Department insider, is casting doubt on President Trump's narrative, arguing it’s “not credible” that Iran was just weeks away from developing a nuclear weapon. He also warns the conflict could backfire—pushing Iran closer to a nuclear weapon. (Source: Bloomberg)
TLDR Bernstein analyst Stacy Rasgon rates Broadcom “outperform” and calls the valuation “absurdly attractive” AI demand “shows no signs of slowing,” per Bernstein Broadcom’s last quarter saw sales up 16% and profits up 173% Rasgon forecasts EPS of $20+ by 2027, up from $5.12 in the past year Cantor Fitzgerald maintains Overweight with a $525 price target; Rosenblatt sets target at $500 💥 Find the ...
TLDR Bernstein analyst Stacy Rasgon rates Broadcom “outperform” and calls the valuation “absurdly attractive” AI demand “shows no signs of slowing,” per Bernstein Broadcom’s last quarter saw sales up 16% and profits up 173% Rasgon forecasts EPS of $20+ by 2027, up from $5.12 in the past year Cantor Fitzgerald maintains Overweight with a $525 price target; Rosenblatt sets target at $500 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Broadcom (AVGO) stock jumped 4.7% on Monday morning after Bernstein analyst Stacy Rasgon published a bullish note on AI infrastructure and specifically called out Broadcom as a top pick. Broadcom Inc., AVGO Rasgon rates Broadcom “outperform” and confirmed that Bernstein holds the stock in its own portfolio. He made the same call on Nvidia (NVDA), which rose 1.65% on the day. The note comes at an interesting time. Broadcom hit an all-time high of $413 per share on December 10 last year, and the stock had fallen roughly 22% since then as AI sentiment cooled across the market. Rasgon pushed back on that pessimism. “AI demand currently shows no signs of slowing,” he wrote, pointing to Broadcom’s most recent quarterly results as proof. The company posted a 16% rise in sales and a 173% jump in profits. With AVGO trading around $321, Rasgon sees the valuation as a clear opportunity. He projects earnings per share of $20 or more for fiscal year 2027, which would put the stock at roughly 16 times forward earnings at current prices. The Earnings Math That forward multiple stands out when you factor in where Broadcom is coming from. The company earned just $5.12 per share over the past twelve months. Getting to $20 by 2027 would represent roughly 400% earnings growth in two years — approximately 100% growth each year. Even on trailing earnings, the stock trades at around 60 times earnings. Rasgon’s argument is straightforw...
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., March 18, 2026. Brendan McDermid | Reuters S&P 500 futures and oil futures flashed an unusual burst of activity early Monday minutes before a market-moving social media post from President Donald Trump. At around 6:50 a.m. in New York, S&P 500 e-Mini futures trading on the CME recorded a sharp and isolated jump...
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., March 18, 2026. Brendan McDermid | Reuters S&P 500 futures and oil futures flashed an unusual burst of activity early Monday minutes before a market-moving social media post from President Donald Trump. At around 6:50 a.m. in New York, S&P 500 e-Mini futures trading on the CME recorded a sharp and isolated jump in volume, breaking from an otherwise subdued premarket backdrop. With thin liquidity typical of early trading hours, the sudden burst stood out as one of the largest volume moments of the session up to that point. Zoom In Icon Arrows pointing outwards A similar pattern was observed in oil markets. West Texas Intermediate May futures also saw a noticeable pickup in trading activity at roughly the same time, with a distinct volume spike interrupting otherwise quiet conditions. Zoom In Icon Arrows pointing outwards Roughly 15 minutes later, at 7:05 a.m., Trump said on Truth Social that the U.S. and Iran had held talks and that he was halting planned strikes on Iranian power plants and energy infrastructure. That announcement prompted an instant rally in risk assets, with S&P 500 futures soaring more than 2.5% before the opening bell. West Texas Intermediate futures dropped nearly 6% following the announcement. Zoom In Icon Arrows pointing outwards The timing of the earlier volume spikes across both equities and crude caught the attention of traders, particularly given the absence of an obvious catalyst at the moment they occurred. Early-morning futures markets are typically less liquid, which can make short bursts of buying and selling more noticeable than during regular trading hours. Still, the trades raised some eyebrows because whoever purchased a large amount of stock futures and sold or short crude futures at that moment made a lot of money just minutes later. The U.S. Securities and Exchange Commission and the CME Group didn't immediately respond to CNBC's requests fo...
Chart analysts expect the selling could resume after a short-term bounce. Stocks surged Monday after President Donald Trump said he's had "productive" talks with Iran , and temporarily called off attacks on any Iranian power plants and infrastructure. The S & P 500 was last higher by 1.2%, though the most forceful response occurred in the premarket when futures tied to the index rallied by as much...
Chart analysts expect the selling could resume after a short-term bounce. Stocks surged Monday after President Donald Trump said he's had "productive" talks with Iran , and temporarily called off attacks on any Iranian power plants and infrastructure. The S & P 500 was last higher by 1.2%, though the most forceful response occurred in the premarket when futures tied to the index rallied by as much as 4.1%. But technical analysts expect the rally will be short-lived. The S & P 500 was already oversold after four straight weeks of selling — meaning Monday's bounce was largely expected even without the latest news on the war — but a troubling breakdown in the longer term trend suggests there's more downside ahead. "Three of our market internals are oversold, which may allow for a rebound this week," Katie Stockton, founder at Fairlead Strategies, wrote in a Monday note. "However, we would not chase the rally, noting the preceding breakdown below the 200-day MA increases downside risk for the coming weeks." .SPX 1D mountain S & P 500, 1-day The S & P 500 fell below its 200-day moving average last week. The technical indicator averages the closing price of an underlying asset over 200 days, helping traders identify longer-term trends. Craig Johnson at Piper Sandler agreed. He said that investors should view the premarket activity as a "relief rally" for now, and should watch key resistance levels at 6,621 at the 200-day moving average, and 6,770 for the 20-day moving average. Ari Wald, head of technical analysis at Oppenheimer, said he expects that a near-term bounce could bring the S & P 500 back up toward an upper range of 6,900, about 6% above Friday's close. He pointed out that Wall Street's fear gauge has failed to spike back above 35 as it did in early March, a sign of abating selling pressure. But he expects that the S & P 500 could fall to 6,175 over the next six months, a more reasonable reset level on an intermediate basis that he said would represent a roughly...
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)
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)
ASML Holding (ASML +3.33%) stock, the Dutch manufacturer of machines that manufacture semiconductors, jumped 5.1% through 11:40 a.m. ET Monday after Bernstein analyst Stacy Rasgon published a bullish note on the artificial intelligence industry. Rasgon didn't mention ASML directly... but investors are acting almost like he did. Bernstein loves Broadcom and Nvidia In today's note, the Bernstein ana...
ASML Holding (ASML +3.33%) stock, the Dutch manufacturer of machines that manufacture semiconductors, jumped 5.1% through 11:40 a.m. ET Monday after Bernstein analyst Stacy Rasgon published a bullish note on the artificial intelligence industry. Rasgon didn't mention ASML directly... but investors are acting almost like he did. Bernstein loves Broadcom and Nvidia In today's note, the Bernstein analyst argues that despite the sell-off in artificial intelligence stocks this year, "AI demand currently shows no signs of slowing." If things keep going the way they're trending, semiconductor titans such as Broadcom (AVGO +3.28%) could quadruple its 2025 profits to more than $20 per share, while Nvidia (NVDA +1.38%) could do nearly as well, growing from under $5 last year to $12 or more in 2027. What does this have to do with ASML stock, though? Consider: If Nvidia and Broadcom are swimming in profits, it makes sense the third-party contractors (such as TSMC) that make their chips would also have more money to spend. One step up the supply chain, it makes further sense that much of this money might be spent at ASML, buying machines to make even more of the chips that are producing the profit. This is how good news for Broadcom and Nvidia could translate into great news for ASML. And the fact that Bernstein sees continued supply constraints from insufficient AI chip production lends further weight to the theory there will be great demand for ASML's machines. Expand NASDAQ : ASML ASML Today's Change ( 3.33 %) $ 43.80 Current Price $ 1361.05 Key Data Points Market Cap $508B Day's Range $ 1348.77 - $ 1400.34 52wk Range $ 578.51 - $ 1547.22 Volume 78K Avg Vol 1.7M Gross Margin 52.80 % Dividend Yield 0.59 % What it means for ASML investors Admittedly, at 46.5 times trailing earnings, ASML does not look cheap. But analysts already think the stock could grow its earnings 19% annually over the next five years. If Bernstein is right about the unceasing demand for AI chips, ASML stoc...
Key Points Bernstein analyst Stacy A. Rasgon published a bullish note on the artificial intelligence industry today. Still-strong demand for AI chips boosts Nvidia and Broadcom prospects -- and perhaps ASML's as well. 10 stocks we like better than ASML › ASML Holding (NASDAQ: ASML) stock, the Dutch manufacturer of machines that manufacture semiconductors, jumped 5.1% through 11:40 a.m. ET Monday a...
Key Points Bernstein analyst Stacy A. Rasgon published a bullish note on the artificial intelligence industry today. Still-strong demand for AI chips boosts Nvidia and Broadcom prospects -- and perhaps ASML's as well. 10 stocks we like better than ASML › ASML Holding (NASDAQ: ASML) stock, the Dutch manufacturer of machines that manufacture semiconductors, jumped 5.1% through 11:40 a.m. ET Monday after Bernstein analyst Stacy Rasgon published a bullish note on the artificial intelligence industry. Rasgon didn't mention ASML directly... but investors are acting almost like he did. 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 » Bernstein loves Broadcom and Nvidia In today's note, the Bernstein analyst argues that despite the sell-off in artificial intelligence stocks this year, "AI demand currently shows no signs of slowing." If things keep going the way they're trending, semiconductor titans such as Broadcom (NASDAQ: AVGO) could quadruple its 2025 profits to more than $20 per share, while Nvidia (NASDAQ: NVDA) could do nearly as well, growing from under $5 last year to $12 or more in 2027. What does this have to do with ASML stock, though? Consider: If Nvidia and Broadcom are swimming in profits, it makes sense the third-party contractors (such as TSMC) that make their chips would also have more money to spend. One step up the supply chain, it makes further sense that much of this money might be spent at ASML, buying machines to make even more of the chips that are producing the profit. This is how good news for Broadcom and Nvidia could translate into great news for ASML. And the fact that Bernstein sees continued supply constraints from insufficient AI chip production lends further weight to the theory there will be great demand for ASML's machines. What it means for ASML investors Admittedly, at...
葵涌地盤塌天秤|料中午前完成工程 將運至儲存倉供後續檢測 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】當局繼續移除葵涌地盤倒塌天秤,預計中午前完成工程。 工人通宵拆走天秤殘骸,當局稱由於工程在斜坡上進行,加上工...
葵涌地盤塌天秤|料中午前完成工程 將運至儲存倉供後續檢測 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】當局繼續移除葵涌地盤倒塌天秤,預計中午前完成工程。 工人通宵拆走天秤殘骸,當局稱由於工程在斜坡上進行,加上工人需要將天秤分割成多個部份進行吊運,同時每一部份要再吊運臨時加固物綁緊,難度比預計中高,預計中午前完成工程。 天秤移除後會被運至臨時儲存倉,以供相關部門作後續檢測。
Key Points There are many exchange-traded funds available that concentrate on investing style. Growth stocks have outperformed value stocks for a long time now. This Vanguard ETF is an inexpensive way to get growth-stock exposure. 10 stocks we like better than Vanguard Growth ETF › As an investor, you can use exchange-traded funds in a variety of ways. Many investors choose to get coverage of the ...
Key Points There are many exchange-traded funds available that concentrate on investing style. Growth stocks have outperformed value stocks for a long time now. This Vanguard ETF is an inexpensive way to get growth-stock exposure. 10 stocks we like better than Vanguard Growth ETF › As an investor, you can use exchange-traded funds in a variety of ways. Many investors choose to get coverage of the entire stock market in a single fund by focusing on ETFs that track broad-based indexes like the S&P 500 or Nasdaq 100. However, some investors want to beat the market, and by selecting an ETF that's a bit more selective about its own stock picks, they hope to do just that without a whole lot of effort. One favorite strategy that has worked extremely well for a long time is growth stock investing. By concentrating on companies that are growing the fastest, you can sometimes get in on promising stocks before or during their most impressive moves higher. In looking at ETFs for the Voyager Portfolio, it makes sense to pick the Vanguard Growth ETF (NYSEMKT: VUG) to take a closer look at and figure out how it has managed to perform so well for so long. 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 » The kind of growth that Vanguard Growth looks for The tricky thing about ETF investing is that your definition of a popular investing term might differ from the definition a particular fund uses. Vanguard Growth ETF tracks the CRSP US Large Cap Growth index, which includes over 150 stocks with market capitalizations ranging from around $5 billion to $4.5 trillion. The Center for Research in Securities Prices, which was acquired by Morningstar (NASDAQ: MORN) earlier this year, uses growth and value factors to evaluate stocks. On the growth side, CRSP looks at short-term and long-term expected future growth in earnin...
Olympic champion Sifan Hassan has withdrawn from April's London Marathon because of an Achilles injury. The Dutch athlete, who won gold at the 2024 Paris Olympics in a Games record time, sustained the injury when training on a treadmill six weeks ago. She hoped to recover in time to race in London but has accepted defeat. "To compete at that level, you need to be in perfect condition," said Hassan...
Olympic champion Sifan Hassan has withdrawn from April's London Marathon because of an Achilles injury. The Dutch athlete, who won gold at the 2024 Paris Olympics in a Games record time, sustained the injury when training on a treadmill six weeks ago. She hoped to recover in time to race in London but has accepted defeat. "To compete at that level, you need to be in perfect condition," said Hassan, who won the women's race at the 2023 London Marathon. "After the incident, I hoped the injury would settle, but as training progressed it became clear that I wasn't able to prepare at the level I expect from myself. "I have to listen to my body and focus on recovering properly." Hassan, 33, is one of the most decorated long-distance runners in history, having also won gold medals in the 5,000m and 10,000m at the Tokyo Olympics in 2021. With her subsequent success in 2024, the Ethiopia-born athlete became the first woman to win Olympic golds over 5,000m, 10,000m and the marathon. The 2026 edition of the London Marathon takes place on Sunday, 26 April.
Key Points Zimmer Partners, LP initiated a new position: 2,735,400 shares added; estimated trade value $98.61 million (based on quarterly average price) Quarter-end position value rose by $98.61 million, reflecting both share purchases and price movement Transaction represented approximately 2.6% of 13F reportable AUM Post-trade stake: 2,735,400 shares valued at $98.61 million Kinetik position com...
Key Points Zimmer Partners, LP initiated a new position: 2,735,400 shares added; estimated trade value $98.61 million (based on quarterly average price) Quarter-end position value rose by $98.61 million, reflecting both share purchases and price movement Transaction represented approximately 2.6% of 13F reportable AUM Post-trade stake: 2,735,400 shares valued at $98.61 million Kinetik position comprises approximately 2.6% of fund AUM, which places it outside the fund's top five holdings 10 stocks we like better than Kinetik › Kinetik Holdings(NYSE:KNTK)delivers midstream infrastructure and services to oil and gas producers in the Texas Delaware Basin. Zimmer Partners, LP disclosed a new stake in Kinetik Holdings in a February 17, 2026, SEC filing, acquiring 2,735,400 shares in the fourth quarter. The estimated transaction value is $98.61 million, based on quarterly average pricing. What happened According to a recent SEC filing dated February 17, 2026, Zimmer Partners, LP reported acquiring 2,735,400 shares of Kinetik Holdings during the fourth quarter. The estimated transaction value was $98.61 million, based on the quarter's average share price. The quarter-end position value also increased by $98.61 million, reflecting both share purchases and any price movement during the reporting period. What else to know This was a new position for Zimmer Partners, LP, representing 2.6% of its $3.80 billion in 13F reportable AUM as of Dec. 31, 2025. Top holdings after the filing: NYSE:ES: $258.82 million (6.8% of AUM) NYSE:WELL: $207.28 million (5.5% of AUM) NASDAQ:XEL: $202.33 million (5.3% of AUM) NYSE:NI: $161.62 million (4.3% of AUM) NYSE:KGS: $159.76 million (4.2% of AUM) Company Overview Metric Value Price (as of market close 3/20/26) $45.93 Market Capitalization $2.97 billion Revenue (TTM) $1.74 billion Dividend Yield 7.07% Company Snapshot Provides midstream services including gathering, transportation, compression, processing, and treating of natural gas, natural gas...
Artystarty/iStock via Getty Images Cryptocurrency investment products saw $230M in inflows last week, showing a notable weakness from the prior week. Bitcoin ( BTC-USD ) dominated the weekly inflows while attracting $219M. Solana ( SOL-USD ) recorded $17M in inflows, while Ethereum ( ETH-USD ) recorded $27.5M in outflows, ending a three-week streak of inflows, according to a CoinShares report. The...
Artystarty/iStock via Getty Images Cryptocurrency investment products saw $230M in inflows last week, showing a notable weakness from the prior week. Bitcoin ( BTC-USD ) dominated the weekly inflows while attracting $219M. Solana ( SOL-USD ) recorded $17M in inflows, while Ethereum ( ETH-USD ) recorded $27.5M in outflows, ending a three-week streak of inflows, according to a CoinShares report. The slowdown in crypto inflows last week , with the fear index hitting 23 amid the ongoing Iran conflict, may not only be the reason. CoinShares’ head of research, James Butterfill, suggests the market may be reacting to a “hawkish pause” after the US Federal Reserve kept interest rates steady at 3.5–3.75% and projected higher inflation in its Wednesday meeting. Intra-week flows showed this caution, as the week started with a strong $635M in inflows, but after the FOMC meeting, $405M in outflows followed. Until March 20, Bitcoin ( BTC-USD ) ETFs saw $95.18M in net inflows for four straight weeks, while XRP ( XRP-USD ) ETFs recorded net inflows of $0.64M. Regionally, all exchanges reported net inflows, dominated by the U.S. with $153M. Overall, the crypto market is busy, as BTC continues to draw attention, with MicroStrategy-like firms ( MSTR ) purchasing 1,031 BTC for around $76.6M. ETH shows caution, while Solana and XRP are seeing major whale activities. More on Bitcoin USD VanEck Mid-March 2026 Bitcoin ChainCheck Bitcoin Vulnerable: Fed May Signal Higher-For-Longer Bitcoin Morning Strength Bitcoin rises as Trump postpones strikes on Iranian power plants Crypto slides as Iran conflict shakes risk appetite
Sitara Sundar, Head of Alternative Investment Strategy at JPMorgan Private Bank, says alternatives are no longer optional given market volatility. She recommends leaning into inflation-resilient income and real assets like real estate and infrastructure. She speaks to Bloomberg's Matt Miller and Dani Burger on 'Open Interest.' (Source: Bloomberg)
Sitara Sundar, Head of Alternative Investment Strategy at JPMorgan Private Bank, says alternatives are no longer optional given market volatility. She recommends leaning into inflation-resilient income and real assets like real estate and infrastructure. She speaks to Bloomberg's Matt Miller and Dani Burger on 'Open Interest.' (Source: Bloomberg)