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‘A giant going all-in on AI infrastructure’: BofA reinstates Oracle at Buy

Investing 📅 03/24 20:08

Tracking John Paulson's Paulson & Company Portfolio - Q4 2025 Update

Seeking Alpha 📅 03/24 20:08
TimArbaev/iStock via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to John Paulson's 13F stock portfolio on a quarterly basis. It is based on Paulson's regulatory 13F Form filed on 02/17/2026. Please visit our Tracking John Paulson's Paulson & Company Portfolio series to get an idea of his investment philosophy and our previous update for the f...

金价将冲击1万美元?市场资深人士重申看涨预期

格隆汇 📅 03/24 20:07
格隆汇3月24日|贵金属市场“老将”、Yardeni研究公司总裁Ed Yardeni最新表示,仍然坚持到本十年末金价达到1万美元的预测。不过,他将今年年底目标价从6000美元下调至5000美元,这一水平仍较当前价格高出约14%。

Microsoft Security Integrations Deepen AI Role While Valuation Draws Investor Focus

Yahoo 📅 03/24 20:07 MSFT.O
Microsoft is expanding its security ecosystem with new integrations across Microsoft Security Copilot and the Sentinel data lake. Partners including Commvault, Rubrik, and XBOW are tying their platforms into Microsoft tools to connect threat detection, automated remediation, and recovery. The new capabilities span AI driven cyber resilience, identity protection, autonomous offensive security, and ...

Morgan Stanley defends Monster Beverage amid concerns over high U.S. gas prices

Seeking Alpha 📅 03/24 20:07
jetcityimage/iStock Editorial via Getty Images Morgan Stanley thinks the risk that higher U.S. gas prices could impact sales for Monster Beverage Corporation ( MNST ) is already more than priced into the share price after the 15% decline since late February. Analyst Dara Mohsenian noted legitimate concerns for Monster Beverage ( MNST ) over demand risks, aluminum cost spikes, and foreign exchange ...

Elon Musk to build advanced chip factories in Austin, Texas, for SpaceX and Tesla

Yahoo 📅 03/24 20:07 TSLA.O
The 100 million-square-foot facility will make two kinds of chips for terrestrial and space applications. The Terafab project is reportedly valued at up to $25 billion.

Barclays raises 2026 year-end S&P 500 target to 7,650 despite Middle East, inflation risks

Investing 📅 03/24 20:06

格隆汇3月24日|Sunraycer与谷歌达成协议,将在德克萨斯州开展两个太阳能项目。

格隆汇 📅 03/24 20:06 GOOG.O
格隆汇3月24日|Sunraycer与谷歌达成协议,将在德克萨斯州开展两个太阳能项目。

Dollarama raises dividend by 13.4% to $0.12

Seeking Alpha 📅 03/24 20:06
Dollarama ( DLMAF ) declares $0.12/share quarterly dividend , 13.4% increase from prior dividend of $0.1058. Forward yield 0.35% Payable May 8; for shareholders of record April 17; ex-div April 17. See DLMAF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Dollarama Dollarama: Dollar Store Trading For Benjamin's - Sell Historical earnings data for Dollarama Dividend scorecard for Dollar...

ASML stock: Morgan Stanley flags ’limited near-term upside’

Investing 📅 03/24 20:06

‘Sport gave me new dreams’: the emergence of Brazil women’s blind team

The Guardian 📅 03/24 20:06
Only existing since 2024, the team, who came fourth at the world championship, has changed its players’ lives “We are the first, but we will not be the last.” The rallying cry came from Eliane Gonçalves, a 39-year-old midfielder of the Brazilian women’s blind football national team during one of their training camps. The team’s psychologist had suggested the team come up with something to shout be...

United Airlines bets bigger on premium travel as Iran war drives up fuel costs

Investing 📅 03/24 20:06

Brown Advisory Mid-Cap Growth Strategy Exited Its Stake in BETA Technologies (BETA)

Yahoo 📅 03/24 20:06 PLTR.O
Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Strategy lagged the Russell Midcap® Growth Index in the fourth quarter due to stock selection. The performance was in line with expectations for the full year. The firm believes […]

南都电源:终止14.15亿元转让华铂再生资源股权事项

格隆汇 📅 03/24 20:06
格隆汇3月24日|南都电源(300068.SZ)公告称,公司于2026年3月24日召开董事会,审议通过《关于终止转让全资孙公司股权暨关联交易的议案》,决定终止此前拟以14.15亿元向安徽省厚基联能运营管理合伙企业转让全资孙公司安徽华铂再生资源科技有限公司100%股权的交易。因市场环境及资金筹备发生阶段性变化,各方协商一致终止本次股权转让。公司已收到首付款0.15亿元,将由全资子公司浙江南都鸿芯动力...

Amazon Cloud Faces Unexpected War Impact

Yahoo 📅 03/24 20:06 AMZN.O
Amazon shifts workloads as Bahrain outage unfolds

影石反指大疆抄袭?称大疆产品落入影石28项专利保护范围

格隆汇 📅 03/24 20:06
格隆汇3月24日|影石3月23日回应大疆就专利问题提起的诉讼称,争议主要围绕个别员工离职后参与的专利归属问题。公司已完成内部核查,现有证据显示,相关成果均源于影石独立研发与创新。今日,影石中国区负责人袁跃再次回应,称此前多家媒体指出,大疆推出的多款产品,大量“复制”了影石的创新功能与设计。内部统计,相关技术已落入影石28项专利保护范围。

Meta Reframes Growth Story As AI Agents Replace Metaverse Focus

Yahoo 📅 03/24 20:06 META.O
Meta Platforms (NasdaqGS:META) is accelerating internal deployment of AI agents, including a personal AI chief of staff for CEO Mark Zuckerberg. The company is restructuring its organization while retiring the Horizon Worlds VR platform as a flagship metaverse effort. Meta is hiring high profile AI startup founders as it shifts focus toward integrating AI across products and internal workflows. Fo...

Aethlon Medical advances to final cohort in cancer device trial

Investing 📅 03/24 20:06

Absci forms advisory board for endometriosis drug program

Investing 📅 03/24 20:05

Mineralys Therapeutics names Jeffrey Munsie as chief legal officer

Investing 📅 03/24 20:05

Agile Robots becomes the latest robotics company to partner with Google DeepMind

TechCrunch 📅 03/24 20:05 GOOG.O
Agile Robots will incorporate Google DeepMind's robotics foundation models into its bots while collecting data for the AI research lab.

Should Investors Buy This Unstoppable AI Stock That's Already Up 58% in 2026?

Nasdaq 📅 03/24 20:05
This business is benefiting from the soaring spending on data centers to support AI.

Dry Van Spot Rates Highest Since 2022 As Spring Tightens Capacity

Zero Hedge 📅 03/24 20:05
Dry Van Spot Rates Highest Since 2022 As Spring Tightens Capacity Submitted by FreightWaves , The freight market momentum is building at a rapid clip. National dry van spot rates — tracked via the SONAR National Truckload Index, the 7-day moving average of booked rates including fuel — have broken out to a new cycle high of $2.89 per mile. This represents the strongest level since 2022 and confirm...

Nebius climbs after BofA initiates coverage with bullish views

Seeking Alpha 📅 03/24 20:04
hapabapa BofA began coverage of Nebius ( NBIS ) with a Buy rating and a $150 price objective, noting that the company is an emerging leader in global AI compute. Shares of Nebius climbed about 2% premarket on Tuesday. Analysts led by Tal Liani said that Nebius operates in one of the fastest-growing segments of cloud computing, the AI Infrastructure-as-a-Service, or IaaS, market. By building and ru...

Middle East violence continues after Trump claims ‘very good’ talks with Iran

The Guardian 📅 03/24 20:04
Israel and Gulf states targeted and Iran hit by airstrikes as Tehran denies negotiations are taking place to end war Middle East crisis – live updates Violence has continued across much of the Middle East, a day after Donald Trump said the US was in “very good” talks with Iran to end the war in the region soon. Iranian barrages targeted Israel, Gulf Arab states and northern Iraq on Tuesday, while ...

鄱阳湖水利枢纽工程计划年内开建 20余载争议未歇

财新 📅 03/24 20:04
鄱阳湖水利枢纽工程已经列入“十五五”规划纲要。江西省发改委近日公布,该工程系今年计划新开工项目。有关生态保护的争论一直没有停歇 【财新网】 争论20余年的鄱阳湖水利枢纽工程建设,最终尘埃落定。近日,江西省发展改革委官网公布了2026年江西省重点建设项目计划,鄱阳湖水利枢纽工程位列其中,系今年计划新开工项目。 鄱阳湖是中国最大的淡水湖、国际重要湿地,也是长江仅剩的三个通江湖泊之一,发挥着巨大的洪水调...

Bafta TV awards 2026 nominations: full list

The Guardian 📅 03/24 20:04
From Adolescence to The Celebrity Traitors via Big Boys and Amandaland, here is every nominee up for this year’s biggest British TV gongs A Thousand Blows (Disney+) Blue Lights (BBC One) Code of Silence (ITV1) This City Is Ours (BBC One) Continue reading...

Musk says Tesla, SpaceX to build advanced chip manufacturing facility

Yahoo 📅 03/24 20:04 TSLA.O
Elon Musk says his new Terafab chip plant in Austin aims to produce one terawatt of computing capacity yearly, addressing a critical AI chip shortage.

Barclays raises 2026 year-end S&P 500 target to 7,650 despite Middle East, inflation risks - Reuters

Reuters 📅 03/24 20:04
Barclays raises 2026 year-end S&P 500 target to 7,650 despite Middle East, inflation risks Reuters

Japan’s SMFG is considering a takeover of Jefferies

MarketWatch 📅 03/24 20:04
The potential move is a key part of the Tokyo-headquartered group’s intention to increase competition with Wall Street’s top investment banks, according to the FT
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