MU, WDC, SNDK fall: Why Google’s TurboQuant is rattling memory stocks Investing.com

OCGN stock falls after phase II data for OCU410 show lower lesion reduction than earlier results, despite 31% improvement in the eye disease study.

格隆汇3月26日｜以色列总理内塔尼亚胡宣布计划扩大黎巴嫩的缓冲区，以消除威胁。

Investing.com -- Memory stocks declined Wednesday as investors reacted to Google’s announcement of TurboQuant, a new compression algorithm designed to reduce memory requirements for AI systems, even as the broader technology sector posted gains.

Goldman Sachs' Head of Global M&A Stephan Feldgoise explains why he remains “relatively optimistic” about the M&A environment in 2026 and expects new company formations in the software space. Feldgoise spoke with Bloomberg's Dani Burger. (Source: Bloomberg)

At Goldman Sachs' conference, CEOs discuss how to leverage AI for growth while maintaining unique human leadership to avoid a sea of sameness.

Investors concerned about Big Tech’s massive AI capital expenditures may be drawn to lush capital returns within the energy sector.

CERAWEEK Cheniere already operating at maximum capacity, CEO says, as Asia calls for more LNG Reuters

Micron stock is slipping and Google may be to blame TradingView

It's getting hard to trust this AI server maker.

Key PointsSupermicro’s co-founder has been charged with smuggling Nvidia’s chips into China.

We all know a person who sees every chat as an opportunity to go on and on about themselves. And sometimes that person is us … Name: Conversational narcissism. Age: Christened in 1979. Continue reading...

AIRJ heads into Q4 earnings with AI-driven water demand, new facility tailwinds and recurring revenue models in focus.

Elon Musk Just Announced a ‘Herculean Task’ for Tesla. Can TSLA Stock Survive and Thrive? Barchart.com

Upon Musk's reveal that Tesla would build two new chip factories, should you consider buying the stock now?

(RTTNews) - Apple has introduced new age verification requirements for U.K. users of Apple accounts through its latest operating system update. Users will need to confirm that they are 18 or older to access certain services, features, or perform specific actions on their accounts

TD SYNNEX (SNX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Reddit will require suspected automated accounts to verify they’re human, as it ramps up efforts to curb bot-driven spam and manipulation.

Reddit is taking new steps to identify bots on the platform - a process that may require some users to confirm that they're human. In a post on Wednesday , Reddit CEO Steve Huffman writes that the company will introduce a labeling system for accounts registered as bots, and ask users with "automated" or "fishy behavior" to verify that they're human using methods like fingerprint scanning or submitting their ID. With this update, developers can register automated accounts with Reddit, which will then receive an "[APP]" label. However, Reddit also notes that it will be on the lookout for unlabeled accounts with suspicious behavior. "If somethi … Read the full story at The Verge.

据多位知情人士透露，美国总统唐纳德·特朗普结束伊朗战争的计划包括要求伊朗拆除其主要核设施并缩减导弹库仅用于自卫。 美国通过巴基斯坦的调解人向德黑兰递交了包含十二项要求以及伊朗可获得的三项回报的清单。他们表示，15点要求中有些存在重叠。 伊朗法尔斯通讯社周三援引未具名知情人士报道称，伊朗已拒绝该提议，称这些要求不合逻辑。伊朗官方Press TV表示，伊朗对结束战争提出了自己的条件，包括确保战争不会重启以及对数周空袭造成的损失进行赔偿。 这份清单包含美方在2月28日以色列和美国发动军事行动前谈判中提出的要求。额外包括要求伊朗重新开放霍尔木兹海峡。 以下是15点内容的总结： 1．霍尔木兹海峡将保持开放，并作为船只自由通行区 2．伊朗弹道导弹的数量和射程将受到限制 3．伊朗导弹将被指定仅用于自卫 4．剥夺伊朗所有核能力及设施 5．伊朗将承诺放弃核武器 6．不在伊朗境内进行铀浓缩 7．伊朗的高浓缩铀库存将按照商定的时间表移交给国际原子能机构 8 ． Fordow、Isfahan和Natanz核设施将退役并拆除 9．伊朗将承诺实现核领域的全面透明并接受相关的独立核查 10．伊朗将放弃支持代理恐怖组织的模式 11．伊朗将停止资助和支持此类组织 12．伊朗将宣布结束战争 13．将解除对伊朗的制裁 14．美国将协助伊朗在Bushehr设施开展民用核能 15．将终止快速恢复制裁机制 其中一位知情人士表示，伊朗向调解方表示将不会讨论其弹道导弹计划或对地区民兵的支持，并希望继续控制霍尔木兹海峡。 特朗普表示希望在周五前达成协议。鉴于双方立场仍存在巨大分歧，即使谈判正式启动，这恐怕也难以实现。 责任编辑：李桐

Nvidia (NASDAQ:NVDA) CEO Jensen Huang made a $1 trillion forecast this March during the company’s GTC 2026 conference. During his keynote, Huang projected that cumulative demand for Nvidia’s Blackwell and Vera Rubin chip architectures would reach “at least $1 trillion” through the end of 2027. This was a doubling of his prior estimate, where he ... Jensen Huang Just Made a $1 Trillion Prediction. One Stock Benefits Most, and It’s Not Nvidia

In trading on Wednesday, the VanEck Rare Earth/Strategic Metals ETF is outperforming other ETFs, up about 4.9% on the day. Components of that ETF showing particular strength include shares of Iperionx, up about 5.4% and shares of Albemarle, up about 3.5% on the day. And underp

Exchange-traded fund investors are always on the lookout for funds that can generate long-term outperformance. With so many different types of ETFs to choose from, there's no shortage of ideas for investors to pursue to seek out market-beating gains. And because it's relatively easy to set up a new ETF, you can typically find plenty of funds out there addressing hot ideas that tie into the areas of the market that are doing the best at any given time. Growth investing has been highly successful since the financial crisis, and Vanguard Growth ETF (NYSEMKT: VUG) has taken full advantage, outperforming the market over long periods of time. However, the jury is still out on whether growth stock investing will continue to generate similar returns to what it has in the recent past. In this final article on the Vanguard Growth ETF for the Voyager Portfolio , you'll find out more about the debate within the investing community and what the future could hold for the fund. Image source: Getty Images. Continue reading

hh5800/E+ via Getty Images The U.S. remains vulnerable to rising energy prices despite its status as a net energy exporter, former Federal Reserve Vice Chair Richard Clarida said, warning that the latest oil shock could weigh on growth. “Yes, you better be an exporter than an importer, but the U.S. is not insulated from this shock,” Clarida said in an interview with Bloomberg, noting that higher energy prices tend to slow the economy by eroding real incomes and raising costs for energy-intensive imports. Clarida said the Federal Reserve is likely to adopt a wait-and-see approach as it assesses the impact of the shock. While policymakers have indicated that at least one rate cut this year and next may be appropriate, he said any move could take time. “I do think that over time, Kevin Warsh will be able to get the committee to cut rates at least a couple more times, but it may not happen for a while,” he said. He added that officials are likely studying past oil shocks and geopolitical conflicts, though he stressed that the current U.S. economy differs from earlier decades. Clarida also pointed to persistent inequality, describing the economy as “definitely a K-shaped economy.” He said asset owners have benefited disproportionately over the past decades, while “a substantial fraction of the population has not been participating.” On artificial intelligence, he was cautious about near-term disruption. “The models are impressive… even their developers admit that they hallucinate,” he said, suggesting limited immediate impact on jobs. He also acknowledged uncertainty around Kevin Warsh’s potential confirmation as Fed chair, though he said the situation is likely to be resolved over time. More on markets Don't Buy The Hope: Making Peace With Iran Will Be Far Easier Said Than Done How To Navigate Stagflation Fears: Seeking Less Correlated Assets Investing On Both Sides Of The K-Shaped Economy U.S. slowdown is getting ‘more extreme’ – strategist U.S. equities advance on tal...

Wall Street is cutting its forecasts for the US economy this year, boosting its projections for inflation and unemployment and nudging up the odds of a recession as the impact of the Iran war starts to come into view. Goldman Sachs Group Inc. says the risk of a downturn over the next 12 months has risen to 30% as a result of the surge in oil prices, and predicts the jobless rate will climb to 4.6% by the end of 2026 from 4.4% in February . Several firms say inflation will now be closer to 3% this year than 2%, eating into disposable incomes and keeping a lid on hiring. That’s a shift from what was supposed to be a strong year in 2026 as the shock of President Donald Trump’s tariffs faded into the background and stimulus from tax cuts kicked in . Even if the fighting ends soon, economists say the damage already done will keep the US economy on a narrow footing, with job seekers and lower-income consumers alike continuing to struggle. “Lots of elements of the economy are going to be weaker because of this war,” said Nancy Vanden Houten , the lead US economist at Oxford Economics. “The impact is very visible very quickly,” Vanden Houten said. “You just have to drive by your local gas station.” Tax refunds, amped up by Trump’s One Big Beautiful Bill Act, have helped blunt the blow. But forecasters are starting to expect the increase in refunds — a key element underpinning sunny forecasts for consumer spending in 2026 — will be effectively neutralized by higher energy costs. Read More: Tax Refunds Up, But Falling Short of Trump’s $1,000 Promise The price of gasoline has surged more than 30% so far this month to about $4 a gallon , according to the American Automobile Association, marking the biggest increase since Hurricane Katrina knocked out Gulf Coast oil production in 2005. Early data on tax refunds, meanwhile, are coming up short of expectations. In a March 23 report, Morgan Stanley economists estimated refunds are tracking 12% higher than last year, below the 15% t...

Software firm Planview Inc. has reached out to private credit firms to help it address debt maturing next year, according to people familiar with the situation. Increased competition due the proliferation of artificial intelligence powered tools and high leverage have raised concerns about the company’s ability to refinance its debt obligations in the public market, said the people familiar, who asked not to be identified discussing a private matter. The TPG Capital and TA Associates -owned firm has a more than $1.5 billion of debt outstanding, with the bulk of it, including a term loan and a revolving credit facility, due in December 2027. Meanwhile, a group of lenders have signed a cooperation pact and are working with law firm Gibson Dunn & Crutcher , said other people familiar with the matter. Such agreements bound lenders to act together should the company want to engage in discussions over its debt load. A representative with TPG declined to comment, while messages left with Planview, TA Associates and Gibson Dunn were not returned. Planview is among the scores of tech companies that have seen their debt trade in distressed territory since February, caught up in a software selloff. Its $1.3 billion first lien loan due next year was quoted at 76.1 cents on the dollar Wednesday, down from 96.1 cents at the start of the year, according to data compiled by Bloomberg. Its $270 million second lien loan due in 2028 is quoted at 69 cents. Moody’s Ratings cut Planview’s credit grade to Caa1 from B3 earlier this month, noting that the company has sought to widen its product offerings with the launch of Planview Anvi, an AI powered work managment tool. But a competitive landscape combined with too much leverage hinders a refinancing transaction. The ratings firm also changed the outlook to negative from stable, reflecting the potential for a distressed exchange as the company approaches its maturities.

Meta stock was slightly higher following reports it will layoff hundreds of employees in its latest wave of job cuts.

TSM vs. AVGO: Which is a Better Semiconductor Stock? 24/7 Wall St.

Chip maker Taiwan Semiconductor Manufacturing (NYSE:TSM) reported its Q4 2025 results in January, while Broadcom (NASDAQ:AVGO) filed its Q1 FY2026 results in March. Both are riding the same AI wave from structurally different positions: one builds fabs, the other designs chips and sells software. Manufacturing Dominance Meets Custom Silicon Acceleration TSMC’s quarter demonstrated foundry leverage ... TSM vs. AVGO: Which is a Better Semiconductor Stock?