Nvidia In Crosshairs As Senators Question China Export Controls - NVIDIA (NASDAQ:NVDA) Benzinga

Top prediction market sites usher in new guardrails after senators introduced bill that could limit booming industry Kalshi and Polymarket , the two biggest prediction market sites, rushed to institute new industry guardrails and add new surveillance tools on Monday after two key senators announced legislation that could severely curtail the industry’s prospects. Kalshi said it would ban political candidates from trading on their own campaigns, and it would pre-emptively block anyone involved in college or professional sports from trading contracts related to the sports they play or are employed by. Continue reading...

Gold has entered 2026 on a steadier footing after last year’s record rally, with prices largely flat year-to-date as limited risk catalysts keep the market rangebound. Shifting expectations for U.S. monetary policy have been a key headwind. Hopes for aggressive rate cuts have faded amid resilient data and sticky inflation, reinforcing a higher-for-longer outlook that has weighed on gold despite ongoing central bank demand. A clearer shift toward rate cuts or a resurgence in macro uncertainty could re-ignite investor demand. Gold equities have also seen more uneven performance, with select large-cap miners outperforming, but gains driven more by company-specific factors than a broader rise in the metal. Spot gold ( XAUUSD:CUR ) is up 0.8% year-to-date. In comparison, top-performing large-cap gold stocks have delivered double-digit returns. Below is a curated list of the top 10 gold stocks so far this year: Allied Gold ( AAUC ) +35.71% YTD Hycroft Mining Holding Corporation ( HYMC ) +35.34% YTD Aura Minerals ( AUGO ) +29.80% YTD Montage Gold ( MAUTF ) +27.59% YTD Pan American Silver ( PAASF ) +21.21% YTD West African Resources ( WFRSF ) +14.14% YTD Skeena Resources ( SKE ) 14.02% YTD Compañía de Minas Buenaventura S.A.A. ( BVN ) +13.98% YTD Centerra Gold ( CGAU ) +13.92% YTD SSR Mining ( SSRM ) +10.72% YTD Below is a curated list of the biggest decliners in gold stocks so far this year: Capricorn Metals ( CRNLF ) -31.90% YTD Harmony Gold Mining ( HMY ) -29.25% YTD Northern Star Resources ( NESRF ) -28.06% YTD Vault Minerals ( REDLF ) -24.25% YTD Emerald Resources ( EOGSF ) -23.79% YTD DRDGOLD ( DRDGF ) -20.61% YTD Genesis Minerals ( GSISF ) -19.39% YTD Gold Fields ( GFIOF ) -15.09% YTD Regis Resources ( RGRNF ) -15.06% YTD Westgold Resources ( WGXRF ) -14.57% YTD Here are some Gold and Gold Miner ETFs: (NYSEARCA: GLD ), ( IAU ), ( SGOL ), ( OUNZ ), ( BAR ), ( NYSEARCA: GDX ), ( GDXJ ), ( NUGT ), ( RING ), and ( DUST ). More on SPDR Gold Shares ETF, Westgold Resources ...

The National Collegiate Athletic Association has pushed to shut down betting on college sports on prediction markets like Kalshi. Instead, Kalshi has turned college basketball’s marquee tournament, March Madness, into the most popular category on the platform. Through the first weekend of the men’s and women’s NCAA championships, Kalshi users have swapped more than $800 million of contracts tied to the games, nearly doubling the amount wagered on the entirety of last year’s three-week long tournaments, according to the company’s data. The startup has even offered $1 billion in prize money to anyone who correctly predicts the outcome of all 63 games in the men’s tournament. Failing that, the leading entry in Kalshi’s “perfect bracket challenge” will take home $1 million. The tournament has helped push Kalshi to yet another record week of trading volume and illustrates how prediction markets have turned into a mainstream way to bet on sports, gaining fast on more traditional gambling companies. Kalshi’s haul — and another $200 million of trading last week on its main rival, Polymarket — put prediction markets on track to compete with state regulated sportsbooks, which are expected to draw $3.3 billion in legal wagers on March Madness, according the American Gaming Association. Some professional US sports leagues have already established ties with the nascent industry. Just last week, Major League Baseball announced an exclusive partnership with Polymarket, for example. But the NCAA has not backed away from its strident opposition to this new form of sports betting. Last week, the organization’s president, Charlie Baker, wrote a letter to the federal agency that oversees prediction markets, the Commodity Futures Trading Commission, and reiterated an earlier call for a “temporary suspension” of trading on college sports. The CFTC recently issued new guidance for prediction markets, but it has not publicly responded to Baker’s requests. “Sport integrity is paramount for ...

Earnings Call Insights: Concentrix Corporation (CNXC) Q1 2026 Management View President and CEO Christopher Caldwell indicated that "we continue to win the right business, drive the right revenue mix and execute on our strategy, allowing us to come within our guide for both revenue and profit." Caldwell highlighted a "61% year-over-year" increase in technology-driven wins and that "our signed annual contract value for solutions, including AI, more than doubled" quarter-on-quarter. Caldwell cited closing "close to 60 enterprise iX suite deals in the quarter including our largest iX Hero contracts to date with 2 Fortune 50 companies," emphasizing proprietary AI technologies and strategic focus on high-value services and client consolidation. CFO Andre Valentine reported, "We delivered revenue of approximately $2.5 billion, an increase of 1.9% on a constant currency basis and over 5% on a reported basis." Valentine explained, "Our non-GAAP operating income was $295 million. The midpoint of the guidance range we provided on our last call... Adjusted EBITDA in the quarter was $348 million, a margin of 13.9%. Non-GAAP diluted EPS was $2.61 in line with the guidance range we provided in January." He noted a $6 million GAAP loss on the sale of two nonstrategic businesses, generating about $20 million in proceeds, and referenced cost actions expected to yield "approximately $40 million in annualized savings over and above investments in growth." Outlook Valentine stated, "For the second quarter, we expect the following: second quarter revenue of $2.46 billion to $2.485 billion... The guidance implies constant currency revenue growth for the quarter, ranging from 1% to 2%." He projected second quarter non-GAAP operating income of $290 million to $300 million, and "second quarter non-GAAP earnings per share will be expected to be $2.57 to $2.69 per share." Full-year guidance for non-GAAP metrics remains unchanged, including "between $630 million and $650 million in adjusted fr...

Microsoft (NASDAQ:MSFT) has had a rough stretch heading into spring. The stock is down 5.37% over the past week, off 3.65% over the past month and has fallen 20.75% year-to-date from a Jan. 1 starting price of $472.94. It sits well below its 52-week high of $552.24, and most analysts maintain a consensus target of ... From $383 to $500: BofA’s Bold Microsoft Call Rests on Azure and Copilot Momentum

Earnings Call Insights: Sanara MedTech Inc. (SMTI) Q4 2025 Management View CEO Seth Yon reported that Sanara MedTech surpassed $100 million in net revenue for the first time, achieving $103.1 million for full year 2025, representing 19% year-over-year growth. Yon noted, “Our performance demonstrates the strength of our hybrid commercial model, which includes both field sales reps and a growing network of independent distributor partners.” Yon emphasized an expansion in the distributor network to over 450 contracted partners by year-end, up from more than 350 in 2024, and highlighted success in selling into over 1,450 healthcare facilities, compared to 1,300 the previous year. The CEO outlined strategic progress, including a completed wind-down of the Tissue Health Plus (THP) segment, and cited a significant Vizient contract for BIASURGE, which provides access to approximately 1,800 healthcare facilities. Yon stated, “We are entering 2026 as a focused pure-play surgical company dedicated exclusively to the operating room setting with three anchor products, two currently in the market, CellerateRx Surgical and BIASURGE and one in our pipeline, OsStic.” CFO Elizabeth Taylor reported, “Fourth quarter gross profit increased $1.6 million or 7% to $25.7 million. Fourth quarter gross margin increased approximately 175 basis points to 93% of net revenue, driven primarily by sales of soft tissue repair products and lower manufacturing costs related to CellerateRx Surgical.” Outlook Taylor reaffirmed full-year 2026 net revenue guidance at $116 million to $121 million, representing growth of approximately 13% to 17% over 2025 levels. Management expects first quarter 2026 net revenue of approximately $26.7 million to $27.2 million, translating to 14% to 16% year-over-year growth. Yon stated the company will invest in expanding the field sales team and R&D to “lay the foundation for strong, sustainable growth in 2026 and the coming years.” Financial Results Fourth quarter net rev...

Earnings Call Insights: Lument Finance Trust (LFT) Q4 2025 Management View CEO James Flynn stated that the U.S. economy remains resilient but noted that growth is moderating and uncertainty has increased due to evolving monetary policy, fiscal dynamics, and geopolitical risks. He highlighted that "capital market conditions have improved with increased liquidity across both securitized and warehouse financing channels," but added that transaction activity is still below historical averages and the cost of capital remains elevated. Flynn emphasized active asset management and disciplined capital deployment: "Active asset management remains our top priority. We continue to work closely with borrowers to drive outcomes that preserve capital and enhance long-term value, including modifications, extensions and asset level strategies where appropriate." The CEO described several new financing arrangements, including an uncommitted master repurchase agreement with JPMorgan Chase providing up to $450 million in borrowing capacity, a new $50 million loan agreement with Northeast Bank, and the closing of the LMNT 2025-FL3 CLO transaction for $664 million with an advance rate of 88% and weighted average cost of funds of 191 basis points over SOFR. Flynn also referenced the amendment and extension of the secured corporate term loan to 2030, providing $2.3 million in additional liquidity. CFO James Briggs reported, "For the fourth quarter of '25, we reported net loss to common stockholders of $8.9 million or $0.17 per share. We also reported distributable earnings of approximately $0." Briggs highlighted, "Our Q4 net interest income was $5.3 million, a slight improvement from $5.1 million recorded in Q3. The weighted average coupon of our loan portfolio declined sequentially to 717 basis points compared to 777 basis points in the prior quarter due to lower spreads on newly acquired loans and a decline in the SOFR benchmark rate." President Greg Calvert detailed, "During the fourt...

核心要点 房产数据提供商 ATTOM 数据显示，去年全美约有 29.7 万套独栋住宅和公寓被翻新转售。 该数据较 2024 年下降 3.9%，为 2020 年以来年度最低炒房交易量。 ATTOM 指出，在房价中位数创历史新高的背景下，普通炒房项目的投资者毛利润仅为 65，981 美元，投资回报率为 25.5%。 抵押贷款利率高企、房价居高不下以及供应紧张，共同挤压着炒房投资者的利润空间。 房产数据提供商 ATTOM 表示，2025 年全年，全美约有 29.7 万套独栋住宅和公寓被翻新转售（该公司将炒房定义为一套住房在 12 个月内买入并卖出）。这一数字较 2024 年下降 3.9%，为 2020 年以来年度最低炒房量。2025 年，投资者炒房交易占全部房屋销售的 7.4%，低于 2024 年的 7.6%。 炒房交易量持续下滑，原因在于利润越来越微薄，已不值得入场。 ATTOM 数据显示，在房价中位数创下历史新高的背景下，普通炒房项目为投资者带来的毛利润仅为 65，981 美元，投资回报率为 25.5%。这一回报率较上一年的 32% 有所下降，为 2008 年大萧条以来的最低水平。 ATTOM 首席执行官罗布・巴伯在一份公告中表示：“由于供应紧张，许多市场的房源竞争依然激烈。房价居高不下，投资者越来越难找到能带来丰厚回报的交易。” 相比之下，在金融危机后的繁荣十年里，炒房利润率曾超过 50%，并在 2012 年达到 61% 的峰值，彼时房价也正处于触底阶段。 净利润（即计入房屋修缮成本后的投资者回报）会因当地人工、建材和融资成本差异而出现巨大波动。但 ATTOM 称，受持续的供应链压力和关税导致的建材价格上涨影响，全美范围内炒房前的房屋修缮成本仍处于高位，持续压缩着投资者的利润空间。 不过，有迹象表明，随着房价预计进一步趋稳、抵押贷款利率低于去年同期水平，今年炒房市场可能出现好转。 约翰・伯恩斯研究咨询公司研究经理亚历克斯・托马斯在近期一份报告中写道：“在炒房交易量连续近四年下滑后，我们的调查已捕捉到翻新转售领域出现积极势头的信号。” 该公司与 Kiavi 联合编制了 翻新转售房市指数 ，用以衡量市场中的投资者情绪。2025 年第四季度，该指数创下三年来最大环比涨幅，终结了连续六个季度的下跌态势。 此外，约翰・伯恩斯公司与 Kiavi 的调查显示，71% 的受访投资者...

大商所塑料主力合约大跌5%，报8633元/吨。

The Kremlin is earning the most from its oil exports since just after the 2022 invasion of Ukraine as it cashes in on the war in the Middle East, boosting crude flows amid soaring prices and eased sanctions. A surge in both the prices of Russia’s export grades and the level of shipments drove a second big jump in weekly income, lifting it to the highest since March 2022, shortly after Moscow’s troops poured into Ukraine. Moscow is also capitalizing on an extension and widening of a US tariff waiver that allows buyers to purchase its crude loaded before March 12. That relaxation has boosted sales to India, even as a global scramble for readily available cargoes sent Russia’s flagship Urals grade to a premium above Dated Brent at the point of delivery in the south Asian country. Russia’s oil income had been heading down before the US and Israel launched their campaign against Iran, amid tumbling global prices. Rising tensions, culminating in the attack on Iran at the end of February, reversed that decline and doubled the value of Moscow’s exports in the last three weeks, to an average $270 million a day from $135 million in January. President Vladimir Putin has warned that the windfall will be temporary , but for now Moscow’s own war chest is getting a big boost. The price gains were boosted by another small increase in flows last week, with larger cargoes loaded from the Sheskharis oil terminal at Novorossiysk on the Black Sea. A Ukrainian drone attack on the key Baltic port of Primorsk on Sunday night may reduce flows from the port in the coming week. In the latest data, Russia’s seaborne exports averaged 3.6 million barrels a day in the four weeks to March 22, according to vessel-tracking data compiled by Bloomberg. That’s up by about 160,000 barrels a day from the period to March 15 but still about 270,000 barrels a day below the pre-Christmas peak. The amount of crude delivered to India has rebounded in March, with ships diverting to the south Asian nation after ...

2026年，中国电信是在总资本开支同比压降的前提下大幅提升算力基础设施投入，未来着力方向之一是按通用、专业和定制Token等方式，向客户提供差异化服务和定价 【财新网】 中国电信欲加码算力投资，抢抓人工智能（AI）商机。 3月24日晚间，中国电信（601728.SH/ 00728.HK）董事长兼首席执行官柯瑞文在2025年度业绩说明会上表示，2025年公司资本开支为804亿元亿元，预计2026年资本开支为730亿元——但资本开支规模实际同比要减少9.2%，这意味着中国电信需要在压降总资本开支的前提下加码算力投资。 柯瑞文介绍，2026年，算力基础设施的投入将同比提升26%，在总资本开支中占比达到35%；网络基础设施、综合信息服务和基础配套的投入将分别同比下滑26%、10%，在总资本开支中占比分别为41%、24%。

For more insights from James Foord, join The Pragmatic Investor today! Follow James Foord at The Pragmatic Investor on Seeking Alpha! This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. James Foord : Hi guys. This is James Foord from The Pragmatic Investor. And today, I'm going to take the chance to show you exactly how I use the Seeking Alpha platform to make my investment decisions. So, you're going to see everything that goes through my mind when I'm looking at different stocks. And basically, just what I do from the moment I wake up to the moment I go to sleep. So, let's jump right into it. Alright. So, first off, this is basically, first thing I look at every morning is the Seeking Alpha main page. Hopefully, most days, you don't see all this red up here, but nonetheless, that's not important for right now. What I like to look at most of all is, this trending section. So, both the Trending Analysis and the Trending News. I think the Trending News is a great way to get a good sense of what's happening in the market. Usually you've got the most important news items, so that's certainly pretty good. Related to that you usually see some interesting articles on the trending section that probably related to some important news. Always great to stay on top of things just to look at this little trending section. And, also, if you scroll a little bit further down, you also have another interesting trending section down here, which I also find quite useful. Here, you can see the most searched stocks on Seeking Alpha and also the most traded stocks. So, again, if something interesting is going on in markets, this is a great place to start, right? We can also see here how these stocks have moved. For example, now we can see CrowdStrike. It's gone down 10%. Oh, what's happened? We could see ImmunityBio up 12%. O...

ALAB Benefits From Strong AI Infrastructure Demand: What's Ahead? TradingView

Astera Labs rides on surging AI infrastructure demand as Scorpio, Aries, and Taurus drive growth, with hyperscaler spending and new products shaping its 2026 outlook.

ALAB Benefits From Strong AI Infrastructure Demand: What's Ahead? Yahoo Finance

ALAB Benefits From Strong AI Infrastructure Demand: What's Ahead? tradingview.com

imaginima/E+ via Getty Images U.S. large-cap energy stocks have been standout performers year-to-date, with the S&P 500 Energy sector up roughly 14%–15% in 2026, making it the best-performing group in the index as higher crude prices and supply risks tied to Iran and Venezuela support momentum. In light of this, below is a list of the top 10 large-cap energy stocks ranked by their year-to-date performance. The list includes companies in the energy sector with large market capitalizations, along with their current quant ratings. The list is topped by Venture Global ( VG ), with a YTD performance of 131.67%. Texas Pacific Land ( TPL ) and APA Corporation ( APA ) follow, with TechnipFMC ( FTI ) and Cheniere Energy ( LNG ) rounding out the top five. Occidental Petroleum ( OXY ), Valero Energy Corporation ( VLO ), and Ovintiv Inc. ( OVV ) also rank among the top performers. While most stocks on the list carry a “Hold” quant rating, Marathon Petroleum Corporation ( MPC ) stands out with a “Strong Buy” rating of 4.50. Here is the list: Venture Global, Inc. ( VG ), YTD perf: 131.67%, Quant rating: 3.32 (Hold) Texas Pacific Land Corporation ( TPL ), YTD perf: 83.79%, Quant rating: 3.26 (Hold) APA Corporation ( APA ), YTD perf: 59.57%, Quant rating: 3.42 (Hold) TechnipFMC plc ( FTI ), YTD perf: 52.60%, Quant rating: 3.46 (Hold) Cheniere Energy, Inc. ( LNG ), YTD perf: 47.74%, Quant rating: 3.25 (Hold) Occidental Petroleum Corporation ( OXY ), YTD perf: 46.67%, Quant rating: 3.39 (Hold) Valero Energy Corporation ( VLO ), YTD perf: 45.83%, Quant rating: 3.42 (Hold) Ovintiv Inc. ( OVV ), YTD perf: 45.29%, Quant rating: 3.34 (Hold) Marathon Petroleum Corporation ( MPC ), YTD perf: 42.98%, Quant rating: 4.50 (Strong Buy) Permian Resources Corporation ( PR ), YTD perf: 41.98%, Quant rating: 3.32 (Hold) Energy ETFs: ( XLE ), ( AMLP ), ( VDE ), ( XOP ), ( OIH ), and ( IXC ) More on energy stocks Oil Plunging To $50 Could Be The Next Big Catalyst For Stocks Trump Pauses Iran Strikes: ...

HAREL MUTUAL FUNDS (HRL-F237.TA) 互動股市圖表 Yahoo 財經

格隆汇3月24日｜亚马逊旗下自动驾驶部门Zoox计划今年稍后在奥斯汀和迈阿密向部分公众推出其机器人的士(robotaxi)服务。Zoox将在小范围内进行测试，首阶段搭乘的乘客仅限于Zoox公司的员工、他们的家人和朋友。公司首席执行官Aicha Evans表示，一旦获得监管部门批准，公司就准备开始收取车费。

In the 1970s, soaring inflation — along with misguided efforts by Washington, D.C., to control it — wreaked havoc on the economy. In just under a decade, from 1973 to 1982, the U.S. suffered three severe recessions.

格隆汇3月24日｜伊朗外交部表示，伊朗外长阿拉格齐与马来西亚外长哈桑就地区局势，特别是美国和以色列对伊朗的侵略战争带来的后果和经济影响进行了电话交流。我方外长重申了伊朗坚决捍卫国家主权和领土完整的决心。阿拉格齐强调：伊朗已根据国际法在这一水道采取了一系列措施。霍尔木兹海对属于或与美国和以色列相关的船只，以及任何以某种方式参与或协助其对伊朗的军事侵略的方都已关闭，但其他船只可以在与伊朗相关主管部门协调的情况下，确保安全通行。马来西亚外长强调了马来西亚在谴责美国和以色列对伊朗侵略行为方面的原则立场，重申了降低紧张局势、恢复地区稳定和安全的必要性。

Rising geopolitical tensions between the United States and Iran have sparked a sharp increase in oil prices, prompting renewed concern across Wall Street about the inflation outlook. As energy costs climb, many economists warn the effects could ripple through the broader economy, lifting transportation, production, and consumer prices in the months ahead. Market-based indicators are already reflecting this shift. Data from prediction markets, including Kalshi, shows traders are increasingly pricing in a scenario where inflation could climb significantly above current expectations. Some forecasts now suggest inflation may approach 6% before year-end if elevated oil prices persist. Outlined below is what Kalshi traders are forecasting when asked, How high will inflation get this year? At least 3%: 96% chance. At least 3.5%: 81.2% chance. At least 4%: 49% chance. At least 4.5%: 35.9% chance. At least 5%: 25.2% chance. At least 5.5%: 18% chance. At least 6.0%: 13% chance. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). More on markets Cantor Fitzgerald sees the current market pullback as a possible opportunity BNP Paribas raises 2026 inflation outlook as it signals a new 3% era Wells Fargo sees the U.S. economy weathering an oil shock as inflation risks stay contained $14T debt wave looms, threatening higher rates and wider spreads, Apollo warns Sector breakdown since the start of the U.S.–Iran conflict: Energy leads, materials lags

Alan Armstrong, then chief executive officer of Williams Cos., speaking at the 2024 CERAWeek by S&P Global conference in Houston, Texas, US, on Wednesday, March 20, 2024. F. Carter Smith | Bloomberg | Getty Images Oklahoma's governor on Tuesday appointed energy executive Alan Armstrong to serve in the U.S. Senate through the end of the year and finish the term of Republican Markwayne Mullin , the new homeland security secretary. The choice by Republican Gov. Kevin Stitt, who had pledged to pick a "conservative voice" to fill Mullin's seat, elevates the chairman and former CEO of Williams Companies, a major pipeline operator based in Tulsa, to the Senate. "He's a strong business leader who understands the power of free markets and limited government," Stitt said. Mullin, who was confirmed on Monday to take over the embattled Department of Homeland Security, would have been up for reelection in November. The last nine months of his term will now be filled by Armstrong, who, under Oklahoma law, must agree not to run for a full term this fall. Republican U.S. Rep Kevin Hern quickly announced his candidacy for the Senate seat and has already been endorsed by President Donald Trump . Armstrong, who has never served in elected office, has spent his career with Williams Companies, which employs about 5,800 people and specializes in the collection, storage and transportation of natural gas. He became president and CEO in 2011 and transitioned to executive chairman last year. He is a longtime supporter of Stitt, giving him $8,500 in total campaign contributions since 2018, the maximum amount allowed under Oklahoma law. Stitt, who will leave office in January and is head of the National Governors Association, made the pick weeks after Trump lashed out at him following a dispute over who was allowed at the group's annual meeting. Former Tulsa Mayor Dewey Bartlett, Jr., described Armstrong as an "even-tempered individual" who is more likely to build consensus around a decision t...

SolarEdge Technologies is among the clean-energy stocks benefiting from oil market turbulence -- a movie investors have seen before.

HP refreshes popular business laptops with AMD Gorgon Point and Intel Panther Lake processors Notebookcheck

Yahoo Finance Head of News Myles Udland takes a closer look at some of Tuesday morning's trending tickers and stories. Jefferies (JEF) stock is moving higher after the Financial Times reported that Sumitomo Mitsui Financial Group (SMFG) is weighing a buyout of the firm. Bloomberg later reported that SMFG has no immediate takeover plans. Estée Lauder (EL) is in talks to merge with Spanish beauty brand Puig (PUIG.MC). Tesla's (TSLA) European sales are rebounding. The company reported a monthly sales increase in the region for the first time in over a year.