Key Points The 2020 market crash gave investors a glorious opportunity to buy all sorts of assets at discounted prices. Investing in stocks was a good move back then, but Bitcoin turned out to be an all-out steal. 10 stocks we like better than Bitcoin › It's been six years since the stock market crashed due to the COVID pandemic. It was March 23, 2020, when the market reached its low point. If you invested in just about any stock on that day, you would have likely generated a strong return in the weeks, months, and years to follow. While buying at the low is easier said than done, it serves as a reminder that investing when the near-term outlook may be bleak can be an excellent decision, as long as you're willing to hang on and be patient. The stock market has recovered nicely from that point, and Bitcoin (CRYPTO: BTC) has simply skyrocketed. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Here's a look at just how well the leading cryptocurrency has done over the past six years, and why it has surged past the S&P 500. A $10,000 investment in Bitcoin would now be worth $100,000 If you invested $10,000 in Bitcoin back on March 23, 2020, your investment today would be in six figures, at just over $100,000. By comparison, if you invested the same amount in the S&P 500 via index funds, then you'd be up to around $29,000. While both investments would have been highly profitable for you, there's no question that going with Bitcoin has proven to be much better. There are a couple of reasons for this. The first is that Bitcoin is a much more speculative asset to hold, and as such, there can be more significant gains (and losses) from it. Part of the excitement around Bitcoin comes from the potential it has to revolutionize how the economy works and how people buy and sell goods and trade stocks. That lead...

Key Points Verizon and Enbridge reported revenue gains in 2025. Both deliver dependable dividends with yields of around 5%. Their size provides stability, as shown by their low three-year betas. 10 stocks we like better than Verizon Communications › The market's reaction to the current unrest in the Middle East has affected large swaths of the market, hurting many stocks. It's important in times like these to focus on high-quality, low-volatility companies because they are better equipped to weather market downturns and bounce back more quickly when markets rebound. Two companies worth looking at in the current situation are Enbridge (NYSE: ENB) and Verizon Communications (NYSE: VZ). Both stocks are up over the past year and over the past month, unlike many of their peers. Here's why they are good stocks to hold on to in a market downturn. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » They're both large-cap stocks with low volatility Canadian midstream operator Enbridge's pipelines transport around 30% of the crude oil and 20% of the natural gas used in the United States, while telecommunications giant Verizon has more than 146 million retail wireless connections and more than 16 million fixed wireless access and fiber broadband connections in the U.S. The companies have huge market caps, roughly $211 billion for Verizon and $117 billion for Enbridge. That size alone gives them a certain amount of stability, because it takes a lot for their shares to move significantly in either direction. Their shares are also inherently stable, with three-year betas well below average. Over the past 52 months, Verizon's shares have run between $38.39 and $51.67 and Enbridge has had a similarly small spread, between $39.73 and $54.70. They have above-average dividends that allow you to be patient Even when thei...

This article first appeared on GuruFocus. Alphabet's (NASDAQ:GOOG) Wing announced that it will begin delivering parcels to homes in the San Francisco Bay Area this year, marking the drone delivery unit's first commercial launch in its home market. The company already operates commercially in North Carolina, Virginia, and Australia. Wing, originally launched within Alphabet's X unit, is positioning drone delivery as a solution to last-mile inefficiencies, particularly for small, time-sensitive orders. The company has already completed more than 750,000 deliveries and serves over 2 million customers across parts of the U.S. Partnerships with Walmart (NASDAQ:WMT) and DoorDash (NASDAQ:DASH) enable deliveries of groceries and restaurant meals, in some cases within 30 minutes. The Bay Area expansion tests whether drone delivery can move beyond controlled suburban environments into dense urban settings where regulatory constraints, airspace complexity, and unit economics become more challenging. Alphabet shares rose 0.82% intraday.

Wedbush raises PT on NVIDIA Corporation (NVDA) stock MSN

"I'm not one for watching films… as for Jude Law, I don't know who he is, I can't even recall a film I've seen him in and I will swear on the Bible on that," Mr Burrows said.

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) and AMD (NASDAQ:AMD) helped lead a strong bounce in chip and AI stocks on Monday, as easing tensions between the U.S. and Iran gave markets a bit of breathing room. Both stocks were up around 2.8% in late morning trading after President Donald Trump signaled that recent talks with Iran had been productive, along with a temporary pause on planned military strikes. That shift in tone helped calm fears around potential energy disruptions and broader geopolitical fallout, which had been weighing on sentiment. The relief rally spread quickly across the semiconductor space. Broadcom, Intel, Texas Instruments, Marvell, Analog Devices and Qualcomm all moved higher, with Texas Instruments also getting a boost from new data center module announcements. On the AI side, Oracle and Microsoft rose more than 1%, while Palantir stood out with a sharper 5% gain.

Key Points Serenity Capital bought 1,807,769 shares of Full Truck Alliance; estimated trade size was $19.40 million based on quarterly average pricing Quarter-end position value increased by $19.40 million, reflecting both the new holding and market price movement The new YMM position represents 5.15% of 13F reportable assets under management Post-trade, the fund holds 1,807,769 shares valued at $19.40 million The new stake represents 5.15% of fund AUM, which places it outside the fund's top five holdings 10 stocks we like better than Full Truck Alliance › On Feb. 17, 2026, Serenity Capital Management Pte. Ltd. disclosed a new position in Full Truck Alliance(NYSE:YMM), acquiring 1,807,769 shares in an estimated $19.40 million trade based on the quarterly average price. What happened According to a Feb. 17, 2026, SEC filing, Serenity Capital Management Pte. Ltd. reported a new position in Full Truck Alliance, purchasing 1,807,769 shares. The estimated transaction value, calculated using the quarterly average share price, was $19.40 million. The stake’s quarter-end value was also $19.40 million, reflecting both the size of the new holding and the period’s share price. What else to know The new position in Full Truck Alliance accounts for 5.15% of Serenity Capital’s reportable assets under management following the filing. Top five fund holdings post-filing: NYSE: ZTO: $105.64 million (28.0% of AUM) NASDAQ: HTHT: $59.96 million (15.9% of AUM) NYSE: TAL: $51.61 million (13.7% of AUM) NASDAQ: MAT: $47.33 million (12.6% of AUM) NYSE: MNSO: $37.96 million (10.1% of AUM) Company overview Metric Value Price (as of market close 3/2026) $8.31 Market capitalization $9.95 billion Revenue (TTM) $1.74 billion Net income (TTM) $619.53 million Company snapshot Provides a digital freight platform in China, offering freight listing, matching, brokerage, and value-added services such as credit solutions, insurance, electronic toll collection, and energy services. Operates a transaction-...

Nvidia, AMD Rally As War Fears Ease TradingView

This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) may be heading into a much heavier spending phase than expected as it moves forward with its new Terafab chip project, with Barclays suggesting the price tag could get very large, very quickly. The firm said Tesla's previously guided $20 billion in capex now looks far too conservative. Even its own bull-case estimate of $50 billion+ may be dramatically low, according to analyst Dan Levy, who noted the total investment could end up several multiples higher. That said, this won't happen all at once. Barclays expects the buildout to unfold in phases as Tesla gradually works toward an ambitious 1 terawatt compute goal. And importantly, Tesla likely won't be going it alone, with SpaceX and xAI expected to chip in financially following their recent tie-up. The Terafab plan, revealed by Elon Musk over the weekend, is all about gaining tighter control over chip supply as AI demand ramps. Right now, Tesla still depends on players like Taiwan Semiconductor Manufacturing and Samsung, but Musk clearly wants to reduce that reliance. The project will start with a smaller facility focused on design and testing before potentially scaling into full production.

格隆汇3月24日｜消息人士：因伊朗局势升级推高石油收入，俄罗斯推迟旨在扩充财政储备基金的预算规则改革。

This article first appeared on GuruFocus. Shares of Synopsys (NASDAQ:SNPS) climbed about 5% on Monday after activist investor Elliott Investment Management took a multibillion-dollar stake in the semiconductor design company. Elliott said Synopsys is essential to the global chip industry and highlighted opportunities to better align the company's operational execution, profitability and monetization with its market role. Jesse Cohn, managing partner at Elliott, told the firm sees potential for Synopsys' financial performance to more fully reflect its industry value. The firm's investment was first reported by The Wall Street Journal, though Elliott did not disclose the exact size of the stake. Synopsys provides electronic design automation and silicon design services, which support the development of chips powering artificial intelligence. Nvidia (NASDAQ:NVDA) purchased $2 billion of Synopsys stock in December as part of a computing partnership. The surge in AI data center demand, driven largely by Nvidia chips, has contributed to a semiconductor supply shortage that CEO Sassine Ghazi expects to continue through 2027.

格隆汇3月24日｜美国驻马斯喀特大使馆已针对阿曼国发布就地避难令。

This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI) shares climbed about 5% Monday, recovering some losses after the stock plunged roughly 33% on Friday. The previous session's decline followed a federal indictment alleging the company's co-founder and two others participated in a $2.5 billion scheme to export Nvidia-powered AI servers to China in violation of export controls. The stock appeared to draw support from oversold conditions, with the Relative Strength Index falling to about 24 on Friday. Retail sentiment remained elevated over the weekend, though professional analysts turned cautious, with Argus and CJS Securities both downgrading the shares. The broader market also provided a lift, with major U.S. indexes climbing more than 1.5% after President Donald Trump said he ordered a five-day pause on military strikes against Iran. Super Micro faces mounting competitive pressure, with rival Dell Technologies reporting strong AI server growth. The modest recovery reflects technical positioning rather than a shift in the company's legal challenges.

兩蚊兩折｜孫玉菡：中短期不輕易改動措施 邀區議員、關愛隊製乘車攻略 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】長者兩元乘車優惠下周五起10元以上車資兩折，勞福局局長孫玉菡說中短期都不會輕易改動措施，已邀請當區區議員、關愛隊制訂小區為本的乘車攻略，將陸續推出。 孫玉菡：「例如中西區有個長者，港鐵香港站去太古廣場，可以電車、1號、5B也可以，這些是便宜的。但有一部長途車673，如果要坐哪個就多給3.6元，讓他們有例子，心中有個掌握。」

格隆汇3月24日｜据美国哥伦比亚广播公司（CBS）：军事消息人士称，向中东派遣数千名海军陆战队员和水手的计划没有变化。

This article first appeared on GuruFocus. Alphabet (GOOGL, Financials) is growing its plans for drone delivery. Its Wing unit will start offering services in the San Francisco Bay Area of California in the next few months.The move brings Wing back to one of its first testing grounds and shows that the company wants to grow its last-mile delivery network. The startup is marketing drones as a faster and better method to deliver basic household products and meals straight to homes, especially in crowded cities.Wing has already made more than 750,000 deliveries and serves over two million consumers in some regions of the United States. It works with Walmart to deliver groceries and other necessities, and with DoorDash to bring meals from restaurant franchises like Wendy's and Panera in less than 30 minutes.The deployment in the Bay Area also comes after past attempts to combine aircraft and terrestrial logistics. Serve Robotics is testing a new way to make deliveries easier by using sidewalk robots and drones together.The expansion shows that Alphabet wants to transform experimental concepts into businesses that can grow. For example, Wing wants to extend beyond pilot markets and get more people to use drone-based logistics.

Morgan Stanley analyst Erik Woodring believes that Apple is the only major global smartphone maker that will gain market share this year.

Jian Fan/iStock via Getty Images Fast facts iShares MSCI EAFE Value ETF ( EFV ) was launched on 8/1/2005 and tracks the MSCI EAFE Value Index. EFV has a portfolio of over 400 stocks, a 30-day SEC yield of 3.32% at the time of writing, and an expense ratio of 0.31%. Distributions are paid semi-annually. It is a very large and liquid ETF, with about $28 billion in assets under management (“AUM”) and an average daily dollar trading volume of $232 million. The fund’s issuer, iShares, is a part of BlackRock, Inc. ( BLK ). Strategy As described in the prospectus by iShares , the underlying index starts from the MSCI EAFE Index, designed to measure the performance of developed equity markets outside the U.S. and Canada. Each security in the parent index receives a value score and a growth score, calculated from value and growth metrics. Value is primarily measured by book value to price, 12-month forward earnings to price, and dividend yield. Securities are assigned to the value or growth style based on their scores. A security may belong to both styles. The value style set defines the Value Index. The index is rebalanced on a quarterly basis and weighted based on free float-market capitalization, with an adjustment for stocks that are split between the value and growth styles. The portfolio’s turnover rate was 23% in the most recent fiscal year. This article will use as a benchmark the parent index, represented by iShares MSCI EAFE ETF ( EFA ). Portfolio The portfolio is mostly invested in large- and mega-cap companies (about 92% of asset value), with significant exposure currently in Japan (23.1%) and the U.K. (17.5%). Other countries are below 9%. The top 10 countries are the same as in the parent index, and their allocations are not much different (although EFV significantly downplays the Netherlands). EFV top 10 countries, % of asset value (Chart: author; data: iShares) The fund is overweight in financials (36% of asset value), especially banks (25%). The second heavi...

This article first appeared on GuruFocus. Micron (NASDAQ:MU) and the broader memory space could be heading into a serious upswing, with Wedbush saying AI demand is now strong enough to push memory prices up by more than 100%. According to the firm, DRAM pricing could climb roughly 130% to 150% from Q4 2025 levels in the first half, with NAND not far behind. The setup is pretty straightforward: supply is tight, while demand from AI infrastructure keeps accelerating. Wedbush said the magnitude of these increases shows just how quickly conditions have improved, especially alongside Micron's recent strong results and outlook. That strength is spilling over into the rest of the ecosystem. Western Digital and Seagate are likely to benefit as well, with HDD vendors now expected to push for more aggressive pricing in future contracts. Meanwhile, Nvidia looks well positioned on the supply front, with CEO Jensen Huang recently pointing to around $1 trillion in demand tied to its Blackwell and Rubin systems, reinforcing how intense the AI buildout has become.

格隆汇3月24日｜据纽约时报：美国国防部官员考虑向伊朗部署空降部队。

格隆汇3月24日｜据纽约时报：美国国防部官员考虑向伊朗部署空中部队。

00:03 Speaker A It's time for Yahoo Finance's Market Minute. US stocks on the rise as Wall Street shakes off earlier losses, President Trump easing fears of an escalation in the Middle East war by postponing threatened strikes on Iran's power plants. 00:15 Speaker A Trump point to very good and productive talks between the two nations that will continue throughout the week. 00:23 Speaker A Oil continued to retreat here, that's after Trump touts Iran talks, the president suggesting that the straight of Hormuz, which has been at a near standstill since the war broke out, could be reopened very soon under joint control between the US and Iran. 00:35 Speaker A And lastly, shares of Palantier, they are moving higher after the Pentagon reportedly said it would adopt the company's AI. Palantier's Maven artificial intelligence system will become an official program of record. According to reports, the decision is expected to go into effect by the close of the current fiscal year. 00:49 Speaker A And that's your Yahoo Finance Market Minute. Scan the QR code below to track the best and worst performing stocks of the trading session.

Key Points The ambivalence about AI stocks has not gone away. Micron is unlikely to escape industry cycles, but the next down cycle is unlikely to happen soon. 10 stocks we like better than Micron Technology › Investors might be surprised by the market reaction to Micron Technology's (NASDAQ: MU) earnings report. Despite quarterly revenue nearly tripling and profits up almost ninefold, the stock price dropped after the report. Some investors may dismiss the price action as "buying the rumor and selling the news." However, the decline may point to deeper concerns, and knowing that, investors need to keep these two points in mind. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Micron memory chips. Image source: Micron. 1. Investors are still skittish about AI stocks AI stocks have struggled in recent months, and the post-earnings sell-off may confirm the challenges. This has happened amid increasingly elevated valuations, massive capital expenditures (capex), and concerns about what the tech landscape looks like as more companies and platforms adopt AI. Investors had turned to Micron as it seemed to have mostly escaped the sell-off. Over the last year, the stock price jumped by nearly 340%. The company benefited as demand for its high-bandwidth memory (HBM) chips exploded. Since it is one of only three companies that produce this memory, it is in a strong position in the market. Still, it is not immune to the aforementioned AI-related challenges. It has pledged to spend $25 billion on capex in fiscal 2026. Although that is far less than Alphabet's $175 billion to $185 billion pledge, it is a significant amount for a company with only about $14.5 billion in liquidity. Investors (and potential investors) will want to keep an eye on how Micron manages the costs of this capex. 2. A chip industry downtu...

JD.com Inc. (NASDAQ:JD) is one of the best NASDAQ stocks under $30 to buy. On March 16, Reuters reported that JD.com officially launched its Joybuy online marketplace in the UK, Germany, France, the Netherlands, Belgium, and Luxembourg. This expansion marks a push into the European market, directly challenging Amazon’s dominance. To support its regional presence, JD.com recently acquired the German electronics retailer Ceconomy for 2.2 billion euros, providing the company with an established customer base and a physical retail footprint through the MediaMarkt and Saturn brands. A core pillar of Joybuy’s strategy is its aggressive fulfillment model, which aims to compete with Amazon Prime. The service offers same-day delivery for orders placed by 11 a.m. and next-day delivery for those placed by 11 p.m., covering more than 15 million households at launch. To support this, JD.com has invested in a network of 60 warehouses and its own last-mile delivery service. Additionally, the company introduced JoyPlus, which is a subscription service offering unlimited free delivery for a monthly fee of 3.99 euros or pounds. JD.com (JD) Launches Joybuy Marketplace in Europe, Acquires Ceconomy to Challenge Amazon The marketplace features over 100,000 products, ranging from technology and appliances to beauty and groceries, including major brands like Apple, Samsung, and L’Oreal. Analysts note that while JD.com Inc. (NASDAQ:JD) faces stiff competition from both Amazon and rising Chinese rivals such as Temu and Shein, its prior European trials and recent acquisitions suggest a more seasoned approach to international growth. JD.com Inc. (NASDAQ:JD) is an internet retail company that operates as a supply chain-based tech & service provider through its JD Retail, JD Logistics, and New Businesses segments. While we acknowledge the potential of JD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely ...

In this article CVX Follow your favorite stocks CREATE FREE ACCOUNT Mike Wirth, chief executive officer of Chevron Corp., at the CERAWeek by S&P Global conference in Houston, Texas, US, on Monday, March 23, 2026. Carter Smith | Bloomberg | Getty Images HOUSTON — The oil futures market has not fully priced in the scale of the supply disruption triggered by the closure of the Strait of Hormuz, Chevron CEO Mike Wirth said Monday. "There are very real, physical manifestations of the closure of the Strait of Hormuz that are working their way around the world and through the system that I don't think are fully priced into the futures curves on oil," Wirth said at S&P Global's CERAWeek conference in Houston, Texas. Oil prices plunged 9% on Monday after President Donald Trump told CNBC that he is "very intent on making a deal with Iran." Trump postponed strikes on Iran's power plants for five days after talks with Iran that he described as productive. The U.S. crude oil contract for May delivery was trading around $89 per barrel by 1:44 p.m. ET. Brent prices, the international benchmark, were hovering around $101 per barrel. The U.S. oil contract for August delivery is trading around $80 per barrel, suggesting the market believes the disruption will ease in the coming weeks and months. But the market is trading on "scant information" and "perception," Wirth said. The physical supply of oil is tighter than the futures contracts suggest, he said. "We got a lot of oil and gas now that is not flowing into the market," the Chevron CEO said. "There really is a difference in terms of physical supply this time versus prior incidents." It will take time to rebuild inventories even if the Strait reopens, Wirth said. About 20% of world oil supplies flowed through the narrow sea route, which connects the Persian Gulf to the global market, before the war started. Oil tanker traffic has plunged due to Iranian attacks on commercial shipping. Gulf Arab producers have cut output because the...