Key PointsRivian has secured several compelling partnerships with large brands, including Volkswagen and Uber.

Champions League quarter-final against Bayern Munich and WSL derby will shape the rest of United’s season It is no exaggeration to describe the next seven days as the most significant week of fixtures in the history of the Manchester United women’s team, as they contest their first European quarter-final with a crucial derby in between. Debutants in the Champions League main draw, Marc Skinner’s side now have three box-office matches in huge arenas, starting with the first leg of their quarter‑final against Bayern Munich on Wednesday at Old Trafford, as the runaway Frauen‑Bundesliga leaders arrive in England hoping to illustrate their own European title credentials. The stage is set for a thriller. Continue reading...

These 3 Beaten-Down Stocks Just Announced Massive Share Buybacks MarketBeat

cmart7327 Wells Fargo highlighted key news reports on semiconductors and IT hardware, including a strong performance of Apple's ( AAPL ) C1X modem, since last week. Analysts led by Aaron Rakers said that on Monday, the U.S. Census Bureau released construction data for January, in which we would see U.S. data center construction spending at $47B (seasonally adjusted), which is an increase of 31% year-over-year. Rolling three-month data center construction spend totals $138.2B, growing 30% year-over-year, accelerating from +27% in December. The analysts said SK hynix ( HXSCL ) is reportedly pulling forward its M15X DRAM Fab (Cheongju), with its second cleanroom equipment move in about two months ahead of schedule. Hynix has also moved its Yongin fab cleanroom opening from May to February 2027. In addition, the analysts highlighted SK hynix's €6.9B (about $8B) order of EUV tools from ASML planned over a two-year period ending December 2027. According to a report by TrendForce, the Korea Advanced Institute of Science and Technology, or KAIST, has developed a new technology to address limitations of 3D NAND bandwidth limitations. The new technology is referred to as the smart gate concept in semiconductors — enabling simultaneous improvements in data processing speeds and data storage stability, the analysts added. In addition, Rakers and his team highlighted a recent third party test from Ookla showing strong performance in Apple's C1X modem, noting that "data from Q4 2025 unequivocally demonstrates that Apple’s in-house C1X modem represents a generational leap over the previous C1 model. The analysts pointed out that the report noted that the C1X reached parity in download and latency performance versus Qualcomm ( QCOM ) X80. The analysts noted that they remain interested in any upcoming performance data on Qualcomm's X85 modem (released in early 2025), with Android launches expected in the first half of 2026, as well as Samsung's recent S26 launch. The analysts also p...

格隆汇3月25日｜据英国泰晤士报：英国皇家海军将牵头联盟，以重开霍尔木兹海峡。

Meta Platforms, Inc. announced that its Arm-based AGI (Artificial General Intelligence) central processor will be made available to the broader AI ecosystem through Arm Holdings. Bitget

Why Palantir Technologies stock tumbled on Wednesday MSN

SNB has increased readiness to intervene in forex markets, chairman says Reuters

blackred/E+ via Getty Images U.S. large-cap industrials stocks have delivered robust year-to-date performance in 2026, but March faced headwinds amid broader market volatility and geopolitical concerns. In light of this, below is a list of the top 10 large-cap industrial stocks with market capitalizations of $11B or more, ranked by their year-to-date performance as of March 2026. The list is topped by Planet Labs PBC ( PL ), with a YTD performance of 71.50%. Bloom Energy Corporation ( BE ) and Modine Manufacturing Company ( MOD ) are next, with Vertiv Holdings Co ( VRT ) and Comfort Systems USA, Inc. ( FIX ) rounding out the rest of the top five. Generac Holdings Inc. ( GNRC ), MasTec, Inc. ( MTZ ), and Karman Holdings Inc. ( KRMN ) are among the other top performing industrial stocks. Sterling Infrastructure, Inc. ( STRL ) and XPO, Inc. ( XPO ) complete the top ten rankings. Here is the list: Planet Labs PBC ( PL ), YTD perf: 71.50%, Quant rating: Hold 3.48 Bloom Energy Corporation ( BE ), YTD perf: 62.65%, Quant rating: Hold 3.49 Modine Manufacturing Company ( MOD ), YTD perf: 58.39%, Quant rating: Strong Buy 4.91 Vertiv Holdings Co ( VRT ), YTD perf: 58.01%, Quant rating: Hold 3.49 Comfort Systems USA, Inc. ( FIX ), YTD perf: 50.89%, Quant rating: Hold 3.49 Generac Holdings Inc. ( GNRC ), YTD perf: 48.02%, Quant rating: Buy 4.14 MasTec, Inc. ( MTZ ), YTD perf: 42.90%, Quant rating: Strong Buy 4.68 Karman Holdings Inc. ( KRMN ), YTD perf: 39.93%, Quant rating: Strong Buy 4.50 Sterling Infrastructure, Inc. ( STRL ), YTD perf: 37.98%, Quant rating: Strong Buy 4.86 XPO, Inc. ( XPO ), YTD perf: 36.56%, Quant rating: Buy 4.13 Industrials ETFs: ( XLI ), ( VIS ), ( FXR ), ( IYJ ), ( FIDU ), and ( RSPN ) More on industrials stocks Time Is Running Out The Middle East War: Let's Talk About U.S. Defense Stocks A Rare XLI/XLF Decoupling Is Flashing That Also Happened In 1999, 2007, And 2020 Weekly ETF flows: three of 11 sectors record outflows; Bitcoin leads inflows Market le...

In this article MU Follow your favorite stocks CREATE FREE ACCOUNT People visit Micron booth during the 7th China International Import Expo (CIIE) at the National Exhibition and Convention Center (Shanghai) on November 5, 2024 in Shanghai, China. Vcg | Visual China Group | Getty Images Micron 's blowout second-quarter earnings report fueled by a surge in memory demand hasn't been a boon for the stock. Since reporting on Wednesday, the memory maker's stock has dipped about 15% in the days since. Micron has benefited from the soaring demand for artificial intelligence chips, which require large amounts of memory. Micron, SK Hynix and Samsung make up nearly the entire market for the types of memory that AI companies like Nvidia and Advanced Micro Devices depend on for their high-performance chips . "Memory today is very tight supply and supply cannot be brought up that easily, and you are seeing that in our results," Micron CEO Sanjay Mehrotra told CNBC's " Squawk on the Street " on Thursday. "You are seeing the value of memory reflected in our strong financial performance in Q2." Mehotra added that the company has had trouble serving its customers as the supply crunch tightens, with key customers only getting "50% to two-thirds of their requirements." Read more CNBC tech news Amazon's Zoox to debut robotaxis in Austin, Miami later this year as it awaits paid ride approval OpenAI calls out Microsoft reliance as risk in investor document ahead of expected IPO Amazon faces further AWS disruption in the Middle East from Iran conflict OpenAI's data center pivot underscores Wall Street spending concerns ahead of IPO Micron is up over 300% in the past year. It's the only tech company of the top 10 in the U.S. to see gains year-to-date, with Oracle and Microsoft both down over 20%. Micron reported $23.86 billion in revenue for Q2 of fiscal 2026, almost triple its reported $8.05 billion from a year prior. The company also issued strong guidance, projecting gross margins of abo...

私募信贷巨头阿瑞斯管理公司和阿波罗资产管理股份有限公司已限制投资者赎回资金，甚至连一半的申请金额都无法提取，凸显这一规模达1.8万亿美元市场的压力正在加剧。 根据周二致股东的信函，规模107亿美元的Ares Strategic Income Fund在客户申请赎回11.6%的情况下，将赎回比例限制在5%。此前，业务发展公司Apollo Debt Solutions周一也表示实施相同的赎回比例上限，此前客户申请赎回比例达到11.2%。 这些赎回请求在比例上高于本月稍早黑石和贝莱德相关基金的水平，表明投资者对流动性较差的私募信贷市场可能出现资金紧张愈发担忧。 多年来推动私募信贷繁荣的全球最大的几家另类资产管理公司，如今正面临投资者情绪转为谨慎的局面，后者对该行业的放贷模式以及其对易受人工智能冲击企业的敞口感到不安。赎回请求的快速增加，也进一步引发市场质疑：直接放贷这种模式是否适合那些希望具备一定流动性的投资者。 面对负面情绪的上升，各大资管机构采取了不同应对方式。Blue Owl Capital旗下基金已开始出售资产，黑石则通过引入员工资金来满足赎回需求。不过总体来看，多数机构仍选择限制赎回，并强调此举的益处。 周二，最新一轮投资者不安情绪一度令阿瑞斯、阿波罗以及竞争对手黑石和KKR & Co．等公司的市值蒸发约102亿美元，四家资管机构股价均下跌逾2%。 责任编辑：丁文武

In this article SHOP JWN Follow your favorite stocks CREATE FREE ACCOUNT OpenAI CEO Sam Altman attends an event to pitch AI for businesses in Tokyo, Feb. 3, 2025. Kim Kyung-hoon | Reuters OpenAI is rolling out a new shopping experience within ChatGPT to make it easier for users to find and compare products, after its Instant Checkout feature failed to take off. The company said on Tuesday that shoppers will be able to find products they're looking for by uploading images or describing items and including criteria like their budget, preferences and other constraints. ChatGPT will offer more visual results that people can use to compare different product offerings. "Under the hood, we've improved speed, relevance, and product coverage — so results are more up-to-date and more useful," OpenAI said in a blog post . The update comes after OpenAI pivoted away from Instant Checkout, which allowed users to purchase select items from retailers like Etsy , Walmart and Shopify directly within ChatGPT. OpenAI announced that feature last year and initially billed it as the "next step" in AI-enabled commerce. Analysts previously told CNBC that OpenAI underestimated how difficult the enablement of transactions would be. It struggled to onboard merchants, show accurate data about products, and introduce multi-item carts or connect loyalty memberships. "We've found that the initial version of Instant Checkout did not offer the level of flexibility that we aspire to provide, so we're allowing merchants to use their own checkout experiences while we focus our efforts on product discovery," OpenAI said in the latest post. OpenAI said merchants can now share their product feeds and promotions with the company, which means their products are "fully represented" within ChatGPT. Retailers like Target , Sephora and Nordstrom already support OpenAI's new product discovery experience. Merchants interested in deeper integrations can also continue to develop custom apps within ChatGPT, OpenAI s...

Microsoft stock is near a 52-week low with a lower valuation as investors weigh AI growth, Azure performance, and rising infrastructure spending

For the past three years, owning the S&P 500 through a fund like the Vanguard S&P 500 ETF (NYSE:VOO) was the obvious choice as mega-cap technology companies drove the bulk of the index’s returns in 2023, 2024, and through most of 2025, rewarding investors who stayed concentrated in the largest names. As a result, the ... While Everyone Owned the S&P 500, This Simpler ETF Was the Better Buy in Early 2026

Salesforce, DocuSign and Qualcomm expanded buybacks after steep drops, signaling confidence and potentially supporting EPS even as key risks persist.

ARM将首次出售自有芯片以期在人工智能领域获得收入。（财联社）

BMO AAA CLO ETF (USD Units) (ZAAA.U:CA) announces distribution of $0.1260. BMO BBB CLO ETF (USD Units)* ( ZBBZ.U:CA ) announces distribution of $0.1630. BMO US Dividend ETF (USD Units)* ( ZDY.U:CA ) announces distribution of $0.0550. BMO Mid-Term US IG Corporate Bond Index ETF (USD Units)* ( ZIC.U:CA ) announces distribution of $0.0510. BMO High Yield US Corporate Bond Index ETF (USD Units)* ( ZJK.U:CA ) announces distribution of $0.0950. BMO US High Dividend Covered Call ETF (USD Units)* ( ZWH.U:CA ) announces distribution of $0.1250. BMO Monthly Income ETF (USD Units)* ( ZMI.U:CA ) announces distribution of $0.0360. BMO Premium Yield ETF (USD Units)* ( ZPAY.U:CA ) announces distribution of $0.1800. BMO Laddered Preferred Share Index ETF (USD Units)* ( ZPR.U:CA ) announces distribution of $0.0880. BMO US Put Write ETF (USD Units)* ( ZPW.U:CA ) announces distribution of $0.1250. Payable April 2; for shareholders of record March 30; ex-div March 30. Press Release More on BMO US High Dividend Covered Call ETF, BMO US Put Write ETF, etc. Dividend scorecard for BMO US High Dividend Covered Call ETF Dividend scorecard for BMO US Put Write ETF Dividend scorecard for BMO US Dividend ETF (USD) Dividend scorecard for BMO Monthly Income ETF Dividend scorecard for BMO Mid-Term US IG Corporate Bond Index ETF

财联社3月25日讯（编辑 赵昊） 周二（3月24日），美股软件板块因一则关于亚马逊开发新AI工具的报道大幅下跌，这一消息重新点燃了过去几个月困扰该行业的“被颠覆”担忧。 截至发稿，iShares扩展科技软件行业ETF（IGV）跌超4.3%。UiPath和HubSpot股价跌超8%，Palantir和SAP跌超4%，微软和谷歌C也跌超近3%。 日内有消息称，亚马逊旗下的云计算服务平台（AWS）正在开发人工智能代理，用于自动化销售、业务拓展等职能，而这些岗位正是这家科技巨头大规模裁员的重点领域。 报道称，AWS的内部人士证实，公司正在开发一个代理程序，该程序“汇集了来自AWS各部门的专业知识”，使这些员工能够“专注于最复杂、最有价值的客户挑战”。 AWS还推出了一款代理程序，帮助销售人员与业务合作伙伴协调云客户交易。AWS前员工还透露，这些自动化举措似乎针对的是公司中最近被裁员的团队的工作。 报道写道，AWS发言人表示，该公司并非试图用人工智能取代员工，而是希望让他们摆脱重复性工作，以便他们能够专注于更高层次的工作。 今年以来，软件股持续遭受重创，包括Anthropic在内的初创公司不断发布人工智能工具，引发了人们对传统软件企业增长前景的担忧。 前一天，Anthropic宣布，其旗下Claude模型已可以操纵用户的电脑完成任务，如打开应用程序、浏览网页和填写电子表格。

Investors are Piling into Microsoft Call Options - Unusual MSFT Options Activity Today Barchart.com

Investors have been trading at-the-money and the slightly out-of-the-money Microsoft Corp call options today - a bullish signal. This is seen in today's Barchart Unusual Stock Options Activity Report.

Investors are Piling into Microsoft Call Options - Unusual MSFT Options Activity Today Yahoo Finance

DIJON, France – 24 mars 2026 (18H30 CET) – CROSSJECT (ISIN : FR0011716265 ; Euronext : ALCJ), société pharmaceutique de spécialités qui développe des produits dédiés aux situations d’urgence fondés sur sa technologie propriétaire d’auto-injecteurs sans aiguille ZENEO®, en phase avancée de développement et d'enregistrement de ZEPIZURE®, un injectable pour la prise en charge des crises d'épilepsie, publie aujourd’hui ses résultats financiers pour l’exercice clos le 31 décembre 2025.

NRG Energy incoming CEO Rob Gaudette discusses the impact of the Iran conflict on strategy and investor outlook, as well as data center-driven energy demand with Bloomberg’s Julie Fine at CERAWeek in Houston. (Source: Bloomberg)

格隆汇3月25日｜以向半导体制造商授权技术而闻名Arm(ARM.O)将首次开始销售自有芯片，旨在从人工智能设备的大规模支出中分得更大一杯羹。Arm周二在旧金山的一场活动上表示，Meta将成为首款芯片AGI CPU的主要客户。Arm称，该产品将拥有多达136个核心（衡量处理能力的指标），功耗为300瓦。台积电将负责生产这些芯片。消息公布后，Arm美股一度飙升至盘中高点。

adventtr The Middle East war has pulled the gold-crude ratio sharply lower this month, and in order to understand the slump, it is useful to look back at 2020, when the ratio surged to record highs during the pandemic. That episode highlighted how strongly the ratio responds to large, asymmetric shocks in either demand or supply, Saxo Bank said in a note on Tuesday. In 2020, the global economy experienced a severe demand shock. Energy consumption collapsed, sending crude prices sharply lower, while gold rallied as central banks cut rates aggressively and injected liquidity to stabilise growth. The ratio moved higher because oil weakened at the same time as gold strengthened. "The current environment is effectively the mirror image," Ole Hansen, head of commodity strategy at Saxo Bank said, adding that what "we are dealing with today is primarily a supply shock in energy markets, centered on the Middle East and disruptions to key export flows. This has driven a sharp increase in crude prices as physical markets tighten, particularly in refined products." Meanwhile, gold, which up until recently enjoyed a record run of gains, has come under pressure—not necessarily because its longer-term drivers have disappeared, but due to a shift in the macro backdrop, Hansen noted. Gold vs oil prices since Middle East conflict (Seeking Alpha) Higher energy prices are feeding into inflation expectations, which in turn are pushing bond yields higher and forcing markets to reassess the timing and extent of rate cuts. This tightening in financial conditions reduces the appeal of non-yielding assets such as gold in the short term. In addition, there is a clear liquidity component . "Following a prolonged rally, gold had become a crowded long. In periods of cross-asset stress, gold is often sold not because it is fundamentally weak, but because it is one of the most liquid assets investors can tap to meet margin calls or rebalance portfolios. This dynamic appears to have played an impor...

An investigation is under way into an arson attack on four ambulances belonging to a Jewish charity in north London. Efforts are being made to verify a claim of responsibility by a group known as Harakat Ashab al-Yamin al-Islamia (HAYI). Security sources have cautioned against a rush to tie Iran to arson and it has not so far been designated as a terrorist incident. Nosheen Iqbal speaks to chief reporter Daniel Boffey Continue reading...