Apple (AAPL) Plans Standalone Siri App with AI Enhancements GuruFocus

格隆汇3月25日｜美股周二收盘，道指初步收跌0.18%，标普500指数跌0.37%，纳指跌0.8%。戴尔(DELL.N)涨7%，超微电脑(SMCI.O)涨3%，Circle(CRCL.N)大跌20%。纳斯达克中国金龙指数跌0.4%，理想汽车(LI.O)涨超3%。

格隆汇3月25日｜市场消息：Arm预计新的芯片部门在五年内年销售额将达到150亿美元。

Arm控股预计，新芯片部门未来五年的年度销售额将达到150亿美元。 Arm控股ADR美股盘后涨3.7%。

Cameco President and Chief Operating Officer Grant Isaac discusses rising uranium demand and the potential impact of NexGen’s Rook Project with Bloomberg’s Julie Fine at CERAWeek in Houston. (Source: Bloomberg)

格隆汇3月25日｜市场消息：美国民主党参议员加列戈提议向自二月中旬以来被迫无薪工作的所有国土安全部员工发放10%的薪资补贴。

Completed randomization in REMAIN-1 Pivotal Cohort; topline 6-Month data expected in early Q4 2026

Thomas M. Siebel, Executive Chairman of C3.ai, Inc. (NYSE:AI) , reported the direct sale of 501,497 shares of Class A Common Stock, via option exercise and immediate disposition, for a transaction value of approximately $4.40 million according to the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($8.78); post-transaction value based on March 18, 2026 market close price. * 1-year performance calculated using March 18th, 2026 as the reference date. Continue reading

The following companies are expected to report earnings prior to market open on 03/25/2026. Visit our Earnings Calendar for a full list of expected earnings releases.PDD Holdings Inc. (PDD)is reporting for the quarter ending December 31, 2025. The internet company's consensus ea

Anthropic on Monday launched the most ambitious consumer AI agent to date, giving its Claude chatbot the ability to directly control a user's Mac — clicking buttons, opening applications, typing into fields, and navigating software on the user's behalf while they step away from their desk. The update, available immediately as a research preview for paying subscribers, transforms Claude from a conversational assistant into something closer to a remote digital operator. It arrives inside both Claude Cowork , the company's agentic productivity tool, and Claude Code , its developer-focused command-line agent. Anthropic is also extending Dispatch — a feature introduced last week that lets users assign Claude tasks from a mobile phone — into Claude Code for the first time, creating an end-to-end pipeline where a user can issue instructions from anywhere and return to a finished deliverable. The move thrusts Anthropic into the center of the most heated competition in artificial intelligence: the scramble to build agents that can act, not just talk. OpenAI , Google , Nvidia , and a growing swarm of startups are all chasing the same prize — an AI that operates inside your existing tools rather than beside them. And the stakes are no longer theoretical. Reuters reported Sunday that OpenAI is actively courting private equity firms in what it described as an " enterprise turf war with Anthropic ," a battle in which the ability to ship working agents is fast becoming the decisive weapon. The new features are available to Claude Pro subscribers (starting at $17 per month) and Max subscribers ($100 or $200 per month), but only on macOS for now. Inside Claude's computer use: How Anthropic's AI agent decides when to click, type, and navigate your Mac The computer use feature works through a layered priority system that reveals how Anthropic is thinking about reliability versus reach. When a user assigns Claude a task, it first checks whether a direct connector exists — integrations ...

The war in Iran has led to surging oil prices, which increase the value proposition of electric vehicles (EVs). These battery-powered cars and SUVs can help protect the environment while partially shielding consumers from the volatility associated with gasoline. While it is still too early to know how this story will play out, investors can expect a short-term boost in EV demand that could translate into a longer-term growth cycle if the conflict escalates. Let's compare Rivian Automotive (NASDAQ: RIVN) and Lucid Group (NASDAQ: LCID) to decide which EV stock is the better way to bet on an industry rebound in 2026 and beyond. Image source: Getty Images. Continue reading

道瓊斯工業平均指數收報46,124點，跌84點。 標準普爾五百指數收報6,556點，跌24點。

It's a major source of revenue for the island. And it's controversial. Now countries are sending Cuban doctors home in response to pressure from the Trump administration. (Image credit: Orlando Sierra/AFP)

(Updates with Amazon's response in the last two paragraphs.) Amazon.com (AMZN) has entered the co

On March 10, 2026, Jared Isaacman, 10% owner of Shift4 Payments (NYSE:FOUR) , reported the purchase of 43,827 shares at a weighted-average price of $45.75 per share, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($45.75); post-transaction value based on March 10, 2026, market close price not specified here. * 1-year price change calculated using March 10, 2026, as the reference date. Continue reading

格隆汇3月25日｜据华尔街日报：OpenAI也将停止提供面向开发者的Sora版本，并且不会在ChatGPT中支持视频功能。

NaokiKim/iStock via Getty Images The iShares S&P/TSX Global Gold Index ETF ( XGD:CA ) is not an ETF we particularly like on first pass. The first would be a perennial reason, which is that the iShares MSCI Global Gold Miners ETF ( RING ) has a lower expense ratio and similar exposures. Also, the performance is almost in line with a negligible difference. We would never choose XGD over RING with a 0.61% expense ratio according to Seeking Alpha versus 0.39% . Data by YCharts The other reason has more to do with the particular market environment. Stress on Gulf nation oil capacity and ability to sell is likely putting pressure on gold prices through their possible selling of reserves akin to the 1983 oil price crash. They have quite a lot of gold reserves there. The other reason is that the reinflation risk itself exacerbates selling due to opportunity costs of holding gold against increasingly high-yield bond alternatives. Moreover, aspects of the US involvement in the war could mean a departure from the assumption of isolationism, which may weaken the debasement trade supporting gold over the USD, which has recovered a bit as a consequence. Also, war is usually a reason to buy gold, so when the war ends, that buying angle will also disappear. The only upside to gold we see would be contingent on the end of the war, where, depending on US comportment, the debasement trade may reignite. But it depends on the US withdrawing in a particularly unhelpful way for Gulf partners, which isn't necessarily how it will go. XGD Breakdown In terms of the composition of the XGD , it follows a pretty similar structure to other select gold ETFs, such as RING. XGD:CA holdings (Seeking Alpha) Newmont ( NEM ) features highly, then Agnico ( AEM ). Taking RING as an example of a lower expense ratio gold miner ETF, we see similarly mid-teen exposure to NEM and AEM as well, with Barrick ( B ) soon after. RING Holdings (iShares) While we can't retrieve price data for XGD from Stooq in our cor...

Jackyenjoyphotography/Moment via Getty Images Canadian Solar ( CSIQ ) up 1.6% in Tuesday's trading as shares grind slowly higher after buckling after the company's significant Q4 earnings miss that included a $1.66/share net loss, far more than the expected $0.47 EPS loss. Q4 revenues fell 18% Q/Q and 20% Y/Y to $1.2B, below the $1.37B analyst consensus estimate, a decline the company attributed to lower sales of solar modules and battery energy storage systems, as well as delays in certain project deliveries. Given the stock's sharp decline since the earnings report. Freedom analyst Dmitriy Pozdynakov upgraded Canadian Solar ( CSIQ ) to Buy from Hold with a $16 price target, believing the current valuation increasingly reflects near-term headwinds while underappreciating the longer-term earnings potential from the company's U.S. manufacturing buildout and growing energy storage franchise. Below-consensus Q1 guidance added further pressure to the stock initially, although Canadian Solar's ( CSIQ ) strategic pivot toward U.S. manufacturing and $3.6B storage backlog represent meaningful long-term catalysts, Pozdynakov said. More on Canadian Solar Canadian Solar Q4 2025 Earnings Call Presentation Canadian Solar: Hammered After Earnings, Still A Hold Canadian Solar: Growth Under Pressure In A Slowing Market

The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive.

Circle Internet Group, UiPath, HubSpot and SentinelOne were the four worst performers in the iShares Expanded Tech-Software Sector ETF on Tuesday.

The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive.

Dragon Claws/iStock via Getty Images Inflation is back in the spotlight. According to financial arenas, the U.S. CPI rate could reach 4% at some point this year. 1-year inflation swaps trade near 3.1%, while the breakeven rate (based on the yield difference between TIPS and nominal Treasury yields) is even higher. It has the vibes of 2022 all over again. Today, a somewhat new ETF claims to help investors gain exposure to inflationary trends. The Horizon Kinetics Inflation Beneficiaries ETF ( INFL ) holds a basket of equities linked to resource prices. I have a "H old" rating on the fund. While its technicals and momentum are strong, the valuation is not overly compelling, while the broader premise of the product may lead investors to believe that it should track US consumer prices rather closely. We’ve seen lately, however, that INFL and inflation expectations can diverge. U.S. CPI Inflation Rate Seen Peaking At 4.0% In 2026 Kalshi INFL Outperforming Global Equities & Bonds YoY StockCharts.com According to the issuer , INFL is an actively managed ETF that seeks long-term capital growth in real (inflation-adjusted) terms. It seeks to achieve its investment objective by investing primarily in domestic and foreign equity securities of companies that are expected to benefit, either directly or indirectly, from rising prices of real assets (i.e., assets whose value is mainly derived from physical properties such as commodities), such as those whose revenues are expected to increase with inflation without corresponding increases in expenses. Ranked No. 2 out of 66 in its Sub Class, INFL is a small but growing ETF. Assets under management are currently $1.5 billion, while its annual expense ratio is high at 85 basis points. The trailing 12-month dividend yield is low at only 1.1%, slightly below that of the S&P 500 and significantly under the ex-US index’s payout. But share price momentum is extremely healthy right now, earning INFL a pristine A+ ETF Grade in that category...

Looking at the universe of stocks we cover at Dividend Channel, in trading on Tuesday, shares of Dollar General Corp (Symbol: DG) were yielding above the 2% mark based on its quarterly dividend (annualized to $2.36), with the stock changing hands as low as $117.06 on the day. D

The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive.