财联社3月25日讯（编辑 牛占林） 在全球太空竞争加速、地缘政治博弈不断升温的背景下，美国国家航空航天局(NASA)新任局长贾里德·艾萨克曼当地时间周二表示，NASA将取消在月球轨道部署空间站的计划，转而在未来七年内利用相关组件，在月球表面建设一座耗资200亿美元的基地。 艾萨克曼于去年12月宣誓就职，他在NASA华盛顿总部举行的为期一整天的活动开幕式上宣布了这一消息，并在会上阐述了其对NASA旗舰登月项目"阿尔忒弥斯"的一系列改革举措。 艾萨克曼在活动上宣布："我们将暂停'月球门户'空间站现有方案，将重点转向支持月球表面长期驻留的基础设施，这一点其实并不令人意外。" 据悉，所谓的月球门户空间站项目主要由诺斯洛普·格鲁曼公司和Vantor公司建造，已基本完工，原计划在月球轨道运行。然而，将这些已建或在建的设备改用于月球表面基地，并非易事。 艾萨克曼表示："尽管在硬件和项目进度方面确实存在现实挑战，但我们仍可以重新利用现有设备以及国际合作伙伴的承诺，以支持月表及其他项目目标。" 他补充称：“我们将沿着一条渐进式发展路径，建设人类在地球之外的首个永久性地表前哨基地，并与全球共同推进这一进程。” 按照最初设计，月球门户空间站既是科研平台，也是一个中转枢纽，宇航员将在此换乘登月飞行器，再前往月球表面。 艾萨克曼近几周对这项美国登月计划实施的改革，正在重塑阿尔忒弥斯项目下价值数十亿美元的合同。相关企业也被迫加紧调整，以应对项目节奏加快带来的压力。 NASA提出，将通过循序渐进的三阶段方案，构建人类首个地外长期驻留基地。首先是“验证与积累”阶段，NASA将依托商业月球载荷服务等项目，提高任务频率，把月球从“低频探索对象”变为“高频作业场景”。 其次是“基础设施成型”阶段，在掌握初步经验后，NASA将建设半可居住设施，支持宇航员定期驻留，并引入国际合作力量。最终进入“长期驻留”阶段，随着重型载人登月系统成熟，大规模基础设施将被运送至月球，实现持续人类存在。 这一战略调整出台之际，阿尔忒弥斯2号任务再次出现延误。该任务原计划最早于2月发射，目前已推迟至4月初，旨在实现半个多世纪以来首次载人绕月飞行。 值得注意的是，月球基地并非终点。NASA同步推进核动力推进系统等前沿技术，计划在2028年前发射核动力深空飞行器，为未来火星任务铺路。 这意味着，月球正在被重新定义为“深空跳板”：其意...

Cities across the west of Ukraine were hit, with residential buildings damaged and many injured.

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U.S. President Donald Trump (R) and Pakistani Prime Minister Shehbaz Sharif (L) attend the Peace Council meeting held during the 56th World Economic Forum in Davos, Switzerland on January 22, 2026. Harun Ozalp | Anadolu | Getty Images Pakistani Prime Minister Shehbaz Sharif on Tuesday said his country would host talks between the U.S. and Iran in pursuit of a "comprehensive settlement" of the ongoing war . "Pakistan welcomes and fully supports ongoing efforts to pursue dialogue to end the WAR in Middle East, in the interest of peace and stability in region and beyond," Sharif said on X. "Subject to concurrence by the US and Iran, Pakistan stands ready and honoured to be the host to facilitate meaningful and conclusive talks for a comprehensive settlement of the ongoing conflict," he said. The post tagged the social media profiles of President Donald Trump , U.S. special envoy Steve Witkoff and Iranian Foreign Minister Abbas Araghchi. Trump, on his Truth Social platform , shared a screenshot of Sharif's post later Tuesday morning. The messaging followed reporting that regional leaders are engaged in behind-the-scenes diplomatic efforts to help broker an end to the conflict, which has resulted in thousands of deaths and wrought havoc on the global economy since it began less than a month ago. But much remains unclear about where things stand between the U.S. and Iran, which have made contradictory claims about the status of their discussions. Trump said Monday that top U.S. negotiators and their Iranian counterparts have been engaged in " very, very strong talks " as recently as Sunday evening. As a result of those purported talks, Trump said he would postpone the ultimatum he had issued Saturday for Iran to either open the Strait of Hormuz within 48 hours, or else face major strikes on their power plants and energy infrastructure. U.S. stocks rallied on that announcement. Iranian officials, however, denied that any such discussions have taken place. Read more CNBC po...

Key PointsGrowth investing has been in favor for more than a decade.

The Titan 2 Elite will be available in black and orange color options. | Photo: Allison Johnson / The Verge When The Verge 's Allison Johnson went hands-on with the company's Titan 2 Elite phone at MWC 2026, Unihertz didn't divulge pricing info. But the compact Android phone with a BlackBerry-inspired keyboard is now available for preorder through a Kickstarter crowdfunding campaign and starts at $489, with a discount for early backers bringing it down to $389. It's expected to ship as early as June 2026. The Titan 2 Elite is a smaller and lighter version of Unihertz's Titan 2 that debuted last June as a modernized version of the BlackBerry Passport . The Titan 2 Elite's design is more reminiscent of the BlackBerry Bold lineup, but with a slightly … Read the full story at The Verge.

Bank of America initiated coverage of Nebius stock with a buy rating. BofA said Nebius is well positioned to gain cloud computing market share.

In this article JPM Follow your favorite stocks CREATE FREE ACCOUNT Jamie Dimon, chief executive officer of JPMorgan Chase & Co., during the 2025 IIF annual membership meeting in Washington, DC, US, on Thursday, Oct. 16, 2025. Samuel Corum | Bloomberg | Getty Images JPMorgan Chase CEO Jamie Dimon said Tuesday that while the war in Iran poses near-term risks, it may ultimately improve the prospects for lasting peace in the Middle East. "I think the Iran war makes it a better chance in the long run — it's probably riskier in the short run, because we don't know the outcome of it," Dimon told Palantir executive Mike Gallagher at a conference held in Washington, D.C. The key shift, according to Dimon, is a convergence of interests among regional powers. Saudi Arabia, the United Arab Emirates, Qatar, the U.S. and Israel all want permanent peace, he said, adding that Gulf states in particular have shown a willingness to move in that direction. "The attitude is not what the attitude was 20 years ago," Dimon said. "They all want it." Dimon, who leads the world's largest bank by market cap, also tied his analysis directly to economics, arguing that foreign direct investment — which had been flowing into the region for years — will dry up without stability. "They can't have neighbors lobbing ballistic missiles into their data centers," he said. This story is developing. Please check back for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

Microsoft (NASDAQ:MSFT) Market Confidence Grows Across Nasdaq Today Kalkine Media

AAPL gains an AI edge as Apple Intelligence adoption rises, boosted by a Google Gemini deal, while AMZN's heavy AI spending pressures cash flow.

Key PointsAn executive at Kodiak Gas Services reported selling 13,942 shares of the firm for about $777,000 at a reported price of $55.73 per share on March 19, 2026.

Canadian Energy Minister Tim Hodgson pitched increasing natural gas flows to the US, aimed at boosting LNG exports from the Gulf Coast and meeting rising power demand from artificial-intelligence data centers. In an interview on Bloomberg Television, Hodgson said he had a “wonderful conversation” with US Energy Secretary Chris Wright and Interior Secretary Doug Burgum during the CERAWeek conference hosted by S&P Global in Houston. Canada currently ships 8 billion cubic feet per day of gas to the US, helping underpin 20 billion cubic feet per day of American liquefied natural gas exports, Hodgson said Tuesday. “We talked about how we could help send more gas down to help you export more off the Gulf Coast and to help you with your AI strategy,” Hodgson said. “Obviously a key component of the AI race is building more data centers. That requires more natural gas. We can provide that gas.” The Middle East conflict has tightened global energy markets, including LNG, after Iranian missile strikes caused extensive damage to Qatar’s Ras Laffan complex. Germany’s economy minister is now urging utilities to lock in additional long-term LNG supply, including from non-US producers. Hodgson also said he assured Wright and Burgum that Canada is doing everything possible to keep oil flowing amid the war. The country has committed 23.6 million barrels toward the International Energy Agency’s emergency release of 400 million barrels. Canada doesn’t maintain strategic reserves as a net oil exporter, but companies have reason to offer more supply while US crude trades around $90 a barrel after briefly passing $100. The Canadian government has asked oil sands producers to delay planned second-quarter maintenance to maintain output, Hodgson said. “Right now we have asked them not to do that so they can keep producing and sending oil both to the United States and also to our allies around the world,” Hodgson said. Previously, major oil sands producers had not confirmed turnaround delays....

Sundry Photography/iStock Editorial via Getty Images At GTC this past week, CEO Jensen Huang stated the revenue opportunity for Nvidia Corporation’s ( NVDA ) artificial intelligence chips may reach at least $1 trillion through 2027, up from a previous target of $500 billion. While that grabbed most of the headlines, there was another jaw-dropping statistic that will set the stage in the coming years – which was the ability to drive up to 35X higher throughput per megawatt with its new Groq 3 LPX racks. The 256-chip LPX rack introduces Groq’s unique SRAM‑based architecture that allows Nvidia to offload decode‑phase workloads and massively increase token throughput. This primarily targets trillion‑parameter large language models ("LLMs"), million-token context, and multi‑agent systems, which are bottlenecked less by compute and more by how efficiently a system can move data and generate tokens. Paired with the new Vera Rubin GPUs, Nvidia claims this architecture can deliver up to 35X higher throughput per megawatt, with seamless integration into Vera Rubin deployments. In some ways, this acquisition draws parallels to Nvidia’s $6.9 billion acquisition of Mellanox, which my firm covered for premium research members in 2020. Mellanox was a strategic purchase to clear the bottleneck at the time on GPU performance, which was scale-out networking. By combining Nvidia’s GPUs with the strength of Mellanox’s InfiniBand, smart NICs, and switching, Nvidia was able to turn accelerators into clusters by removing the limiter at that time (scale-out networking). The Groq acquisition is aimed at solving a different limiter, which is inference throughput per watt, where memory bandwidth can become the gating factor to token output and cost. Nvidia is preparing to position its GPUs to be among the best inference options available, utilizing Groq’s unique SRAM-based architecture to significantly turbocharge token throughput and accelerate inference performance. Nvidia expects Groq will...

Nvidia Stock To See New Growth Catalyst: 35X Faster AI With Groq 3 LPX (NASDAQ:NVDA) Seeking Alpha

格隆汇3月25日｜Meta Platforms的首席技术官安德鲁.博斯沃思将接管公司向AI原生化转型的相关工作。该内部通知称，他将负责Meta的“AI For Work”项目，该项目此前由另一位高管盖伊.罗森负责。此举正值Meta寻求提升敏捷性，以在与人员规模更小的AI原生初创公司的竞争中保持优势之际。博斯沃思在致员工的通知中表示：“在我深入了解的过程中，我发现我们有很多值得自豪的地方。早期的试点项目、对新想法进行压力测试的意愿，以及我们推动团队采用AI工具的速度，都创造了切实的势头，为我们进入下一阶段奠定了基础。”博斯沃思自2006年起就在该公司工作，并于2022年出任首席技术官。他的职责包括负责公司的元宇宙业务，涵盖虚拟现实和增强现实领域。

The S&P 500 reporting season begins soon, and Q1 results will be driven by NVIDIA and AI. With this in play, the risk of market concentration reemerges.

Apple (AAPL) Launches Comprehensive Business Platform GuruFocus

Apple (AAPL) Launches Comprehensive Apple Business Platform GuruFocus

BofA Finance (BAC) sells AMZN-linked autocallable notes with 20.25% call return Stock Titan

BofA Finance (BAC) sells AMZN-linked autocallable notes with 20.25% call return stocktitan.net

Investing in artificial intelligence (AI) is still one of the best ways to invest in high-growth companies. Additionally, AI spending isn't even close to being maxed out yet, which leaves the door open for even more growth. The company that's benefiting from this more than any other is Nvidia (NASDAQ: NVDA) . Nvidia's GPUs are the most in-demand computing chips in the world, which is powering Nvidia's unbelievable growth. I think this makes Nvidia the most compelling stock to buy during March, and investors should consider loading up on it while it's still reasonably priced. Continue reading

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The dollar index (DXY00 ) today is up by +0.38%. The dollar is moving higher today as the ongoing war with Iran drags on, boosting safe-haven demand for the dollar. Also, today's +3% jump in crude oil prices may stoke inflation and prompt the Fed to tighten monetary policy, a...

德国总统施泰因迈尔24日表示，自美国总统特朗普开启第二任期以来，跨大西洋关系的裂痕深重。盟友之间乃至全世界范围内，对美国大国政治的信任已然丧失。 施泰因迈尔当天在德国外交部一场纪念活动上发表讲话时说，美国和以色列对伊朗的军事打击毫无疑问违反了国际法，是政治上的一个致命错误。如果目的是阻止伊朗研发核武器，那么这场军事行动本可避免且无必要。 施泰因迈尔表示，国际法作为秩序框架、规则手册和合法性来源的重要性，对德国和欧洲而言都丝毫未减。在跨大西洋关系中，德国必须摆脱使自己变得脆弱的依赖。(新华社)

watch now VIDEO 8:40 08:40 The reaction to rising oil prices and a hawkish Fed Halftime Report With the Iran war in its fifth week, consumers are getting hit hard by surging energy costs. Now, some lawmakers are warning of the potential for price gouging, even as experts point to extreme supply shocks. Traffic through the Strait of Hormuz , a critical maritime shipping route for global oil supplies, remains effectively at a standstill, causing the biggest oil supply disruption in history . Oil prices have soared more than 40% since the start of the U.S.-Iran war on Feb. 28 , triggering price spikes for gas and jet fuel. Brent crude, the global benchmark for oil, topped $112 a barrel on Friday before retreating. As of Tuesday morning, it was trading at about $103 . Gasoline , which is refined from crude oil, reached a nationwide average of $3.98 a gallon as of Tuesday, up about 35% from a month ago, according to AAA . Jet fuel prices are up about 106% versus a month ago, according to the International Air Transport Association, which measured data for the week ended March 20. Already, some airlines said they will increase fares or tack on fuel surcharges to tickets. Elizabeth Warren targets price gouging Sen. Elizabeth Warren , D-Mass., is now urging the Federal Trade Commission to watch for businesses trying to take advantage of consumers by raising prices more than necessary amid the conflict. "We write regarding our concerns that big corporations may seek to profit off President Trump's war against Iran by unfairly raising prices for American consumers," Warren and several other lawmakers wrote in a letter sent Tuesday to Andrew Ferguson, chair of the FTC, and shared exclusively with CNBC. Read more CNBC personal finance coverage Lawmakers warn of price gouging amid Iran war — experts point to supply shocks Donating from your IRA has tax advantages. A bipartisan bill may expand options BlackRock CEO Fink: Trump accounts may be 'significant' wealth-building tool Th...

With SNDR shares moving north, we assess the current positioning of the stock to determine if it's a good investment at this juncture.

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GE HealthCare rides a strong backlog, innovation and diagnostics growth, but tariffs and margin pressures threaten to temper its forward momentum.

Chris Parry referred to members of neighbourhood watch group as ‘cosplayers’ after ambulance arson attack Reform UK has suspended one of its key mayoral candidates after he described members of a Jewish neighbourhood watch group as “cosplayers” and likened them to “Islamists on horseback”. Chris Parry, who had remained the mayoral candidate for Hampshire despite a previous controversy in which he said David Lammy should “go home” to the Caribbean, made the latest comments on Monday about Shomrim, a volunteer group that safeguards communities including Orthodox Jewish families. Continue reading...