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...

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3月23日，伊朗武装部队哈塔姆·安比亚中央司令部发言人表示，伊朗已在波斯湾及阿曼湾相关海域掌握主动权，并对霍尔木兹海峡实施有效控制。 发言人表示，基于当前掌控能力，伊朗无需在波斯湾布设水雷，但将在必要时采取一切手段保障安全。他还表示，伊朗武装部队有能力在地区国家协作下维护波斯湾安全，域外国家无权干预。（央视） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

格隆汇3月24日｜据外媒援引消息人士称，在美以联手打击伊朗的行动发起前48小时内，以色列总理内塔尼亚胡曾与美国总统特朗普通电话，力主联手暗杀前伊朗最高领袖哈梅内伊。内塔尼亚胡表示，这可能是刺杀哈梅内伊，并为伊朗刺杀特朗普的行动复仇的最佳时机。

当地时间3月23日，伊朗武装部队哈塔姆·安比亚中央司令部发言人表示，伊朗已在波斯湾及阿曼湾相关海域掌握主动权，并对霍尔木兹海峡实施有效控制。发言人表示，基于当前掌控能力，伊朗无需在波斯湾布设水雷，但将在必要时采取一切手段保障安全。他还表示，伊朗武装部队有能力在地区国家协作下维护波斯湾安全，域外国家无权干预。(央视新闻)

Key Points NVIDIA announced a big push into autonomous vehicles and Uber and Lyft will be partners. More suppliers for autonomy is good for demand aggregators and the market is taking notice. 10 stocks we like better than Uber Technologies › When Jensen Huang speaks the market listens and last week he had a lot to say about autonomous driving. That was music to the ears of investors in Uber (NYSE: UBER) and Lyft (NASDAQ: LYFT), who soared following GTC. They dropped along with the rest of the market later in the week, but the trajectory for their business is clear and they look like winners in the future of autonomous vehicles. *Stock prices used were end-of-day prices of March 18, 2026. The video was published on March 20, 2026. 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 » Should you buy stock in Uber Technologies right now? Before you buy stock in Uber Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Uber Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $495,179!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,058,743!* Now, it’s worth noting Stock Advisor’s total average return is 898% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 23, 2026. Travis Hoium has positions in Lyft, Mobileye Glob...

格隆汇3月24日｜摩根大通上月推出了由Alphabet公司、亚马逊公司、Meta公司、微软和甲骨文公司组成的信用违约互换组合。

watch now VIDEO 1:34 01:34 WNBPA president says the biggest win in new CBA is players' bank accounts CNBC Sport The Women's National Basketball Player's Association ratified the terms of a new collective bargaining agreement Monday, calling it "transformational" and "bigger than basketball." The new CBA begins this season and runs through 2032. When asked her opinion of the most important outcome from the deal, WNBPA President Nneka Ogwumike had two words: "Bank accounts." "Being able to have your worth tied mostly in your salary is all that we've been fighting for, and it's what we were able to achieve," Ogwumike told CNBC Sport in an interview. The deal increases the average player salary to $583,000 in 2026 with the potential to increase to more than $1 million by 2032. The maximum salary for players will now be $1.4 million in 2026 and could grow to more than $2.4 million by 2032, based on current WNBA financial projections. Ogwumike acknowledged the salary increases may change players' plans for how they spend their off-seasons. The average WNBA salary was $120,000 in 2025, spurring many players to play abroad or in other leagues, such as 3-on-3 league Unrivaled, for extra money. Get the CNBC Sport newsletter directly to your inbox The CNBC Sport newsletter with Alex Sherman brings you the biggest news and exclusive interviews from the worlds of sports business and media, delivered weekly to your inbox. Subscribe here to get access today . "Prioritizing where you want to play is going to look a lot different now that we've been able to negotiate a structure, a salary structure, that is tied to the revenue of the business," Ogwumike said. Several WNBA players, including five-time WNBA All-Star Napheesa Collier, have expressed a loss of confidence in WNBA Commissioner Cathy Engelbert in recent months, criticizing her empathy and communication with players. Ogwumike expressed optimism that players will be able to work in tandem with Engelbert under the new CBA str...

GE Vernova and Palantir among Monday’s market cap stock movers By Investing.com Investing.com India

BING-JHEN HONG/iStock Editorial via Getty Images Nvidia: The Market Is Underestimating Jensen Huang Again Well, guess what? President Trump has arguably blinked again. This time, on the Iranian War, he has indicated that “very good and productive talks ” have been held with the Iranian regime, moving both sides closer to a conclusive end to the four-week conflict. The market has been in a bind in the past few weeks, affecting most sectors across the market, similarly digesting the gains from the growth-to-value rotation. For risk-on stocks like semiconductors, I guess no growth and tech investor is going to complain, especially since the AI King, Nvidia ( NVDA ), hasn’t quite been able to get on to a new advancing phase yet, despite delivering another incredibly successful Spring GTC event , landing plaudits from Wall Street, while also raising the guidance for CY2027, putting even more pressure on its archrivals to catch up, if they can. I guess you could say that Jensen Huang has kept the cards close to his heart. After all, it was only just about a month ago that Nvidia delivered breathtaking results in the fourth fiscal quarter, if you could recall that. Those margins, and the 70% Q4 revenue growth, were out of this world, and no rival could come close to matching those figures. In any case, if Nvidia wanted to shut down bearish prognosticators, I could argue that they have done an outstanding job. Yet, Nvidia had other ideas at GTC, as management upped the ante (again) by delivering another out-of-this-world forecast, and one that brings us even closer to the multi-trillion-dollar capital expenditure outlay through the rest of the decade. If anything, it shows that Wall Street wasn't being foolhardy when they came up with those eye-popping forecasts, as they were unprecedented back then. Nvidia's GTC Unveils $1 Trillion+ Potential Breakthrough And I couldn't have asked for a better GTC than that from Jensen Huang. After all, look, the $1 trillion revenue foreca...

Nvidia: Market's Misunderstanding Makes Little Sense To Me (NASDAQ:NVDA) Seeking Alpha

格隆汇3月24日｜消息人士：在美以联手打击伊朗的行动发起前48小时内，以色列总理内塔尼亚胡曾与美国总统特朗普通电话，力主联手暗杀前伊朗最高领袖哈梅内伊。内塔尼亚胡表示，这可能是刺杀哈梅内伊，并为伊朗刺杀特朗普的行动复仇的最佳时机。

JPMorgan last month launched a basket of credit default swaps in Alphabet Inc., Amazon.com, Meta Platforms, Microsoft, and Oracle Corp - Bloomberg News marketscreener.com

Jean-Luc Ichard/iStock Editorial via Getty Images Evercore highlighted potential upside to Microsoft's ( MSFT ) cloud computing platform Azure's revenue and provided some thoughts on the newly unveiled Copilot Wave 3 and Microsoft 365 E7. "We wanted to take a stab at the potential upside to our CY26 Azure estimates based on Microsoft’s capex spend. Our analysis is admittedly full of assumptions, but the bottom line is that assuming capacity buildouts and chip deliveries stay on schedule, we estimate MSFT could add approximately $25.7bn of Azure AI revenue in CY26, ahead of our estimate of $21.8bn. There are a ton of assumptions in this outlook, but if non-AI Azure revenue growth trends around ~16%, we believe total Azure revenue could grow by ~41% in CY26 (~4.3pts ahead of our ests.)," said analysts led by Kirk Materne. The analysts noted that while fundamentals remain robust with total revenue growing 15% in constant currency, or c/c, in the fiscal second quarter (powered by Azure growth of 38%), the lack of Azure acceleration, combined with higher capex growth and some questions related to Microsoft’s broader AI strategy (i.e. Copilot) are collectively weighing on the shares. The analysts added that there is no quick fix to the capacity issues facing Microsoft, and as such, Azure acceleration is likely an event for the second half of calendar year 2026. "And in our view, the lack of a near-term catalyst for Azure and debate over the 1P/3P [Internal (1P) and Azure (3P)] allocation of GPUs is keeping investors on the sidelines for now. That said, at 18.5x GAAP EPS, a lot of apathy is already reflected in the valuation, so any acceleration in Azure later in the year or inflection in the Copilot narrative likely represent upside catalysts," said Materne and his team. Earlier this month, Microsoft unveiled Wave 3 of Microsoft 365 Copilot and Microsoft 365 E7, or the "Frontier Suite," a new top-tier licensing package for organizations. Microsoft 365 E7 includes Microsof...

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格隆汇3月24日｜伊朗伊斯兰革命卫队发言人：如有必要，伊朗将动用一切能力维护国家安全。

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格隆汇3月24日｜两名消息人士：哥伦比亚军用飞机失事现场已救出71名幸存者。

Apple (NASDAQ:AAPL) Earns "Overweight" Rating from Morgan Stanley MarketBeat

BlackRock is standing by its bullish outlook for US equities across its $220 billion model platform as geopolitical tension roils asset classes. Tushar Yadava, head of markets for model portfolio solutions at BlackRock, joins Katie Greifeld, Scarlet Fu, and Eric Balchunas on "Bloomberg ETF IQ." (Source: Bloomberg)

格隆汇3月24日｜伊朗伊斯兰革命卫队发言人：鉴于伊朗武装力量已完全掌控霍尔木兹海峡，无需在该海峡布设水雷。

Morgan Stanley (MS) offers NVDA‑linked auto‑call notes with 13.2% contingent coupon Stock Titan

Stephen Simpson/DigitalVision via Getty Images Since my article (check it here ) on Brookfield Infrastructure ( BIP ), BIP stock has delivered a total return of nearly 20%. In the same period, the S&P 500 ( SPY ) fell 2%. Also, this good performance occurred in only about 6 months. One may explain this performance with the good results of 2025, the adj. FFO rose ~10%, and revenue was higher than the market expected. But one of the main points is that in the meantime, the market is very inclined toward the HALO trade , which stands for Heavy Assets, Low Obsolescence, and in my view, BIP is the choice to ride this trend. Therefore, I maintain a buy rating for BIP. BIP: Perfect For The Halo Trade Since my last article, where the results of BIP referred to Q2, the profile has changed a bit. Based on FFO, utilities and transports lost some representation in favor of 3 percentage points of relevance for Data and 2 percentage points for Midstream. BIP Presentation But even with this slight change in the portfolio (sale of some assets, expansion of others), stability remains very robust. 85% of FFO is still contracted or regulated, with a weighted average duration of 9y (not to mention that Midstream and Data is 10y+). Furthermore, only 5% of this portfolio is classified as “market sensitive,” that is, the majority of the portfolio will continue generating a stable FFO regardless of the scenario, even if the volume transported (whether electricity or by railroads) doubles or if the price decreases by 50%. Also, these are still with an inflation indexation. But it is worth mentioning that 25% is still regulated with a certain GDP exposure. This creates that perfect cash flow profile that is what the HALO trade aims for. You have a “non-disruptable” asset like gas pipelines, electrical transmission networks, or railways, often something close to a natural monopoly; your asset by itself often already appreciates according to inflation, but the income generated by this portfoli...