Springtime is about new beginnings, so today's article is my first coverage of none other than a cold-storage industrial REIT, a niche within REITs that I have given little to no attention so far but certainly deserves it, and I'll show why. Americold Realty Trust ( COLD ) is a global leader in temperature-controlled logistics and real estate, supporting the safe, efficient movement of food worldwide, according to its business profile , and I'll also be exploring some points from its mid-February earnings results , where it beat estimates. For my fellow dividend investors, one can't ignore the dividend yield above 8% , either, so my holistic 8-point analysis today also looked into dividends more closely as well. Thesis Summary For my initial rating of this stock, I called it a hold, agreeing with the Seeking Alpha quant system rating as of Sunday night, with the following rating worksheet visualizing how I got to that score: Americold - rating worksheet (author) The key strengths are expected macro demand globally for cold storage as a critical part of the supply chain, as well as an attractive balance sheet risk profile. However, hurting the bullish case were several factors, including share price technical trends/patterns, some weaker metrics vs. other industrial REITs considered, and only 5 years of dividend growth data. Macro & Sector Outlook In the category of macroeconomic environment, I was highly bullish on this stock due to a supply/demand imbalance, demand for cold storage, and market potential outside the US. It is important to understand the highly specialized niche that Americold is in, besides the unique name and ticker symbol, as it sets it apart from many other REITs, even industrial/warehouse ones. From its last investor deck (pg. 7) , we can see that this type of REIT plays a critical role in the supply chain of products needing cold storage: Americold - cold chain (q4 investor deck) While recent media headlines may continually be focused on oil sh...

The Israel Defense Forces (IDF) claimed at the weekend that Iran had weapons able to travel about 4,000km (2,500 miles), posing an immediate threat to European cities including London. The comments came after it emerged Iran had targeted the joint UK–US military base on Diego Garcia in the Chagos Islands. What has Israel claimed? After reports that Iran had targeted Diego Garcia, the IDF posted claims on social media on Saturday that Tehran had deployed missiles that could travel about 4,000km. double quotation mark The IDF revealed that the Iranian regime has intentions to develop missiles with a range of 4,000km, which pose a danger to dozens of countries in Europe, Asia and Africa. The Iranian regime denied this. We have been saying it: The Iranian terrorist regime poses a global threat. Now, with missiles that can reach London, Paris or Berlin. What do we know about the targeting of Diego Garcia? Few details have been released. Those that have been suggest the island, which is about 3,800km from Iran, was not under any genuine threat. One of the missiles was shot down by a US warship and the other reportedly failed in flight. The Sunday Times said the latter had dropped 400 miles short of Diego Garcia – the same distance as from London to Frankfurt. Iran does, however, see the island as a legitimate target. It is home to an airbase capable of accommodating long-range US bombers. It is strategically valuable to the US and has been used as a launchpad for operations in the Middle East for years. It has a large airfield, major fuel storage facilities, radar installations and a deep-water port, and is home to about 2,500 mostly US personnel. How has the UK government responded? The UK foreign secretary, Yvette Cooper, condemned the attack, while stressing that the UK has “taken a different position from the US and Israel” on the conflict. Cooper said ministers wanted to see a swift resolution to the war, and that the government was supporting defensive action agains...

Key Points Quantedge reduced its stake in DNOW by 351,310 shares in the fourth quarter. The quarter-end position value dropped by $5.36 million. The move marked a full exit from DNOW; the stake previously accounted for 2.9% of the fund’s AUM. 10 stocks we like better than NOW › On February 17, 2026, Quantedge Capital reported selling out of DNOW (NYSE:DNOW), unloading 351,310 shares previously worth $5.36 million. What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Quantedge Capital reported a complete sale of its 351,310-share position in DNOW. The quarter-end position value for DNOW declined by $5.36 million as a result. What else to know Quantedge Capital sold out its DNOW stake, which previously represented 2.9% of AUM. Top holdings after the filing: NYSE:PVH: $31.50 million (15.0% of AUM) NYSE:HLF: $29.00 million (13.8% of AUM) NYSE:BWA: $16.37 million (7.8% of AUM) NYSE:ADNT: $14.73 million (7.0% of AUM) NYSE:YELP: $7.31 million (3.5% of AUM) As of Monday, shares of DNOW were priced at $11.79, down about 27% over the past year and significantly underperforming the S&P 500, which is instead up about 15% in the same period. Company overview Metric Value Price (as of Monday) $11.79 Market capitalization $2.2 billion Revenue (TTM) $2.8 billion Net income (TTM) $89 million Company snapshot DNOW offers a broad portfolio of energy and industrial products, including pipes, valves, fittings, instrumentation, safety supplies, and original equipment for downstream, midstream, and upstream sectors. The company generates revenue primarily through the distribution of maintenance, repair, and operating supplies, as well as supply chain and materials management solutions for energy and industrial clients. It serves a diversified customer base comprising drilling contractors, oil and gas companies, refineries, petrochemical and chemical processors, utilities, and industrial manufacturers across the United States, Canada, and in...

Tesla (NASDAQ:TSLA) and Rivian (NASDAQ:RIVN) closed 2025 with earnings that tell very different stories. Tesla is a profitable, diversifying technology company navigating a delivery slump. Rivian is a pre-scale manufacturer that just crossed its first full year of positive gross profit, betting its future on a mass-market launch and a deepening software partnership with Volkswagen. ... Tesla vs. Rivian: Which Stock Will Outperform The Market In 2026

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Skyward, a subsidiary of Hunt Consolidated, Inc., has signed an authorized reseller agreement with Amazon Leo, Amazon’s low Earth orbit satellite network. The deal makes Amazon Leo satellite connectivity commercially available to enterprises globally, targeting critical communications use cases. This partnership is one of Amazon Leo’s first large commercial distribution arrangements, aimed at enterprise, infrastructure, and remote operations customers. For investors watching NasdaqGS:AMZN, this move extends Amazon’s reach beyond its core e commerce and cloud operations into satellite connectivity for organizations that rely on resilient communications. The Skyward partnership gives Amazon Leo access to enterprise buyers that already purchase energy, infrastructure, and industrial services, widening Amazon’s exposure to sectors where always on connectivity is essential. Looking ahead, readers may want to monitor how Amazon integrates Leo with existing services such as cloud compute, edge solutions, and data management for corporate and government clients. The scale and pace of enterprise adoption, along with how Amazon prices and packages connectivity alongside other services, could influence how important satellite communications become within the broader business mix. Stay updated on the most important news stories for Amazon.com by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Amazon.com. NasdaqGS:AMZN Earnings & Revenue Growth as at Mar 2026 We've flagged 1 risk for Amazon.com. See which could impact your investment. The Skyward reseller deal gives Amazon an extra route to market for its low Earth orbit network, with a focus on customers that rely on secure, always on links for operations, not just consumer broadband. Skyward already sells into energy, infrast...

当地时间23日，一名伊朗高级安全消息人士表示，尽管美国方面存在舆论宣传，伊朗仍已准备好在其关键基础设施遭到攻击时作出强力回应。该消息人士表示，伊朗对当前战场形势的评估未发生变化，并称在敌方持续对伊朗实施空袭的情况下，任何针对基础设施的行动，即便是小规模或象征性行动，都将引发数倍回应。他还表示，伊朗有能力维持电力（562350）等基础设施运行，并认为相关攻击注定失败。(央视新闻)

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is back in the spotlight after a new Morgan Stanley survey suggested iPhone demand isn't just holding up, it may actually be getting stronger. Shares edged about 1% higher in premarket trading as the firm pointed to several encouraging trends from its late-2025 AlphaWise Smartphone Survey. Global iPhone upgrade rates climbed to 37%, up 2 points year over year, while China stood out with a sharp 9-point jump to record levels. At the same time, switching to Apple hit a 5-year high, and users are opting for higher storage, with demand for capacity up 18%. One more interesting detail: 27% of users said they're interested in a foldable iPhone, hinting at another potential upgrade wave ahead. Morgan Stanley's Erik Woodring, who has an Overweight rating and a $315 price target, believes Apple could be the only major smartphone player gaining share this year. He sees FY26 iPhone revenue coming in 3% above Street estimates, translating to 6% growth versus expectations of 3%. That strength could extend into FY27, marking Apple's best back-to-back growth stretch in more than a decade.

SA analyst upgrades/downgrades: NVDA, OKLO, KNOP, WULF MSN

AMD Stock Gains on Potential 10,000-Chip AI Deal in Korea TipRanks

This article first appeared on GuruFocus. Meta Platforms (META, Financials) is moving forward with its AI plans, starting at the top. Reports say that CEO Mark Zuckerberg is building an AI agent to aid him with his everyday tasks. This would let him get information faster than if he had to go via several teams. The premise is simple: sift through the noise and make decisions faster.This isn't merely an experiment to see how well you can work. It shows a bigger change at Meta, where more and more people are using AI technologies. Employees are already creating and utilizing their own AI agents to go through papers, automate processes, and work together more effectively.Zuckerberg has said several times that he wants a flatter company where people can achieve more without having to go through layers of administration. AI is becoming a big element of that idea, almost like a digital chief of staff for workers.Meta has also put a lot of money into this area by buying firms that work on AI agents and putting together teams of people within the company to improve its AI skills.The broader picture is clear: Meta is not simply making AI products; it is also seeking to change how people work. Investors will be keeping a careful eye on whether this leads to speedier execution and higher long-term growth.

Microsoft (MSFT) closes above ___ on March 23? Trading Odds & Predictions Polymarket

Source: Bloomberg, 0:00

CA-APPLE-INC Black Hills Pioneer

Even by the standards of US President Donald Trump’s rapidly shifting communications, the last 24 hours have been extraordinarily chaotic. Trump went from issuing a 48-hour ultimatum to Iran to open the Strait of Hormuz — threatening to attack the country’s power plans if it didn’t relent — to saying he had held productive talks with the leadership in Tehran that convinced him to call a five-day moratorium on such strikes. The catch? Iran said there had been no direct or indirect contact with Trump. Regardless of what happened, markets remained in what Chris Larkin at E*Trade from Morgan Stanley described as “headline-driven” mode, with oil surging on news of the ultimatum and diving on the prospect of talks to end the war. The S&P 500 and US Treasuries also rebounded. Calming the markets may well have been Trump’s aim , we’re told. How long it will last is another matter. — Zoltan Simon What You Need to Know Today Saudi Arabia and Kuwait are pressing aheaed with planned multibillion-dollar energy deals despite a widening conflict that’s seen Iran target oil and gas infrastructure across the Middle East. Kuwait Petroleum Corp.’s attempt to lease part of its pipeline network has drawn interest from large private equity and infrastructure funds, who remain committed to a deal, we’re told. Saudi Aramco too plans to launch a process to sell a stake in its oil export and storage terminals business in coming weeks, we’ve learned. It had had picked Citigroup to help arrange a deal for the business that’s particularly significant now with the kingdom racing to reroute shipments to the Red Sea as the Strait of Hormuz remains at a standstill. Italian Prime Minister Giorgia Meloni narrowly lost a national referendum to overhaul Italy’s judicial system , which opponents had argued would’ve weakened court independence. It’s Meloni’s biggest setback since rising to power in late 2022, marking her first loss in a nationwide electoral contest. It risks weakening her grip on power a...

苹果宣布2026年WWDC大会将于6月8日至12日期间举行 2026-03-24 01:00:45 来源： 同花顺7x24快讯 分享 文章提及标的 苹果 -- 苹果（AAPL）宣布2026年WWDC大会将于6月8日至12日期间举行。(财联社)

格隆汇3月24日｜苹果：将于6月8-12日举办2026年WWDC。

格隆汇3月24日｜美国总统特朗普：我们在需要的地方会出动国民警卫队。

格隆汇3月24日｜据以色列媒体Ynetglobal报道，在特朗普总统发表声明后，一位以色列官员表示，华盛顿将4月9日定为结束战争的目标日期，这意味着约剩21天的时间用于持续的战斗和谈判。这位官员表示，伊朗和美国之间的会谈预计将于本周晚些时候在巴基斯坦举行，并补充说，华盛顿方面尚未向以色列通报与伊朗议会议长卡利巴夫接触的情况。这位官员称，在目标日期结束战争，可使特朗普在以色列独立日当天访问该国并接受“以色列奖”。官员表示，伊朗有时每天发射12至15枚导弹，而在其他日子里，数量会降至约7枚。但他们同时指出，伊朗一直难以发动大规模齐射，部分原因是其指挥控制系统遭到破坏。美国将4月9日定为结束伊朗战争的目标日期，但随着打击加剧，德黑兰方面否认了进行谈判。

內地車內視覺解決方案供應商，澤景股份招股獲逾60倍超額認購。 周二掛牌的澤景股份，公開發售部分錄得約67倍超額認購，一手中籤率百分之30。國際發售超購約0.3倍。招股價每股44.2元，集資淨額接近6.5億元。

Available online around the world, the conference will showcase the latest Apple software and technologies CUPERTINO, Calif., March 23, 2026--(BUSINESS WIRE)--Apple® today announced it will host its annual Worldwide Developers Conference (WWDC) online from June 8-12, bringing developers together from around the world for a week of connection, exploration, and innovation. In addition to the online experience, developers and students will also have the opportunity to celebrate in person during a special event at Apple Park on June 8. WWDC26 will spotlight incredible updates for Apple platforms, including AI advancements and exciting new software and developer tools. As part of the company’s ongoing commitment to supporting developers, WWDC will also provide unique access to Apple engineers and designers, and insight into new tools, frameworks, and features. WWDC kicks off with the Keynote and Platforms State of the Union on Monday, June 8. The conference continues online all week with over 100 video sessions and interactive group labs and appointments, where developers can connect directly with Apple engineers and designers to explore the latest announcements. The conference will take place on the Apple Developer app, website, and YouTube channel; and on the Apple Developer bilibili channel in China. "WWDC is one of the most exciting times for us at Apple because it’s a chance for our incredible global developer community to come together for an electrifying week that celebrates technology, innovation, and collaboration," said Susan Prescott, Apple’s vice president of Worldwide Developer Relations. "We can’t wait to see many of you online and in person for what is sure to be one of our best WWDC events yet." The special in-person event at Apple Park on June 8 will offer developers and students the opportunity to watch the Keynote and the Platforms State of the Union, meet with Apple engineers and designers, take part in special labs and activities, and connect with th...

Apple opens WWDC with 100-plus sessions and an Apple Park event Stock Titan

Palantir Seen On "Golden Path" As Pentagon Moves To Make Maven Battlefield System A Program Of Record Palantir shares gained 4% by early afternoon trading after Reuters reported over the weekend that the Department of War plans to designate its Maven artificial intelligence system as an official program of record. Wall Street views this report as a bullish catalyst and a meaningful validation of Palantir's long-term role in military command-and-control AI software. Reuters cited a letter from Deputy Secretary of Defense Steve Feinberg to DoW heads earlier this month that said embedding the Maven Smart System would provide warfighters "with the latest tools necessary to detect, deter, and dominate our adversaries in all domains." According to Feinberg's letter, the official decision is not expected to materialize by the close of the current fiscal year, which ends in September. The letter ordered that oversight of Maven be shifted from the National Geospatial Intelligence Agency to DoW's Chief Digital and Artificial Intelligence Office within 30 days. It also noted that any future contracting with Palantir will be done through the Army. Maven in use. "This is Maven Smart System—Palantir’s software as a service product that we are deploying across the entire department." pic.twitter.com/hIaQAiq4iJ — Palantir (@PalantirTech) March 12, 2026 "It is imperative that we invest now and with focus to deepen the integration of artificial intelligence (AI) across the Joint Force and establish AI-enabled decision-making as the cornerstone of our strategy," Feinberg wrote. Piper Sandler analyst Clarke Jeffries told clients, "The DoW's intention to deploy Maven is growing and will likely be a staple of the command-and-control infrastructure for a long time to come." When Piper began covering Palantir in October, its "primary thesis for the government business was unparalleled wallet share opportunity driven by a profound shift from large cost-intensive assets to agile low-cost str...

倫敦富時100指數收報9,894點，跌24點。 巴黎CAC 40指數收報7,726點，升60點。 德國DAX指數收報22,653點，升273點。

The S&P 500 Index ($SPX) (SPY) today is up +2.10%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +2.30%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +2.19%. June E-mini S&P futures (ESM26) are up +2.14%, and June E-mini Nasdaq futures (NQM26) are up +2.30%. Stocks are sharply higher today as crude oil prices plunged more than -10% after President Trump said strikes against Iranian energy infrastructure and power plants would be postponed for five days following the start of talks with Iran to end the war. Mr. Trump said the US held productive talks on a comprehensive resolution of hostilities in the Middle East and that the discussion would continue throughout the week. Join 200K+ Subscribers: Global bond yields fell from their highs today and turned lower, a supportive factor for stocks, on news of a possible end to the war in Iran. Bond yields had risen on concerns that soaring energy prices from the Iran war would stoke inflation. The 10-year T-note yield fell from an 8-month high today at 4.44% and is down -4 bp to 4.34%. Also, the 10-year German Bund yield fell from a 14.75-year high of 3.08%, and the 10-year UK Gilt yield fell from a 17.75-year high of 5.12%. Stock index futures initially fell sharply in overnight trading after President Trump gave Iran until Monday evening to reopen the Strait of Hormuz. President Trump on Saturday issued a 48-hour ultimatum for Iran to "fully open" the Strait of Hormuz or the US will obliterate Iran’s various power stations. The ultimatum, which expires at 7:44 p.m. Eastern time on Monday, was met with harsh rhetoric from Iran, with one senior Iranian official saying that if such an attack were to occur, the headquarters and assets of financial entities that buy US Treasury bonds are "legitimate targets" for attack. Iran also said that it would mine the “entire Persian Gulf” and block all access routes through the Strait if its power plants were attacked. Iran carried out fresh strikes across the Persian Gulf over th...

文章提及标的 伦锌 -- LME锌主力合约涨超1%，现报3087.0美元/吨。

苹果公司宣布，将于6月8-12日举办WWDC 2026（第37届全球开发者大会）。 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。

Alphabet (GOOGL) stock has cooled off a bit after a strong rally over the past year. Notably, the launch of Gemini 3 and the significant revenue opportunity from its internal Tensor Processing Units (TPUs) gave its share price a significant boost. However, geopolitical tensions in the Middle East have contributed to market caution, while concerns about the company’s rising capital expenditures have stalled GOOGL’s upward momentum. Alphabet is investing aggressively as it expands its artificial intelligence (AI) capabilities and underlying infrastructure to meet growing demand. Management has indicated that capital expenditures are projected to rise significantly, reaching between $175 billion and $185 billion in 2026. This marks a substantial increase from the $91.4 billion deployed in 2025, with spending expected to accelerate throughout the year. Such elevated investment levels are likely to place pressure on margins and free cash flow in the near term. Despite these concerns, most analysts remain optimistic about Alphabet’s long-term outlook. Moreover, at least one analyst is projecting GOOGL stock to hit $420 (the Street's highest price target) over the next 12 months. Based on recent pricing, this implies a potential upside of approximately 40%. Is GOOGL’s Rising Capital Expenditures Justified? Alphabet’s rising capital expenditures have weighed on investor sentiment in the near term, but the company’s accelerating investment in AI and infrastructure is translating into solid financial performance. In 2025, Alphabet generated $403 billion in annual revenue for the first time, reflecting early contributions from its AI initiatives. Momentum remained strong in the fourth quarter, with consolidated revenue reaching $113.8 billion, up 18% year-over-year (YOY). This performance reflects broad-based strength across its businesses. Its largest segment of Google Services, which includes Search, YouTube, and subscription offerings, saw revenue rise 14% to $95.9 billion....

What Street thinks about Broadcom Inc. (AVGO) MSN

What Street thinks about Broadcom Inc. (AVGO) msn.com

8vFanI/iStock via Getty Images Introduction In this article, I want to initiate coverage on Ares Capital ( ARCC ), which has been, for quite a few years, the largest BDC by market cap. Investors like its wide portfolio of middle-market assets and investments and its dividend stability. Its distributions are well covered, thanks to strong NII, which is generated through a portfolio mainly built on floating rates. If you have happened to follow me in the past few months, you might already understand where I am headed: the primary risk for ARCC is its exposure to middle-market companies, which are usually quite sensitive to economic downturns and credit cycles. Without being too hasty, let's first make sure we are aligned as to what is important when we deal with BDCs. Ares Capital: How a BDC Works Some readers might be new to BDCs (which stands for Business Development Companies): they are regulated investment vehicles that are usually helpful for middle-market companies precisely because of their size. On one side, they are too large for bank lending; on the other, they are too small for the bond market. BDCs are particularly popular among income-seeking investors because, similarly to REITs, they have to pay out 90% of their taxable income to the shareholders. As a result, they offer juicy yields. There are three main items that we have to consider when we try to shape an investment thesis on any given BDC: net investment income (NII), net asset value (NAV), and non-accrual rate. Let me explain their economic logic. A BDC borrows money at cheap rates and lends it at higher rates. The spread is basically NII, and we have to look at it on a per-share basis because it allows us to understand right away whether the dividend is well-covered or not. In ARCC's case, as of Q4 2025, we see an NII coverage of 1.08x. However, if we consider the FY, we see that the coverage was only 1.047x, way lower than the 1.21x coverage ratio reported at the end of FY24. This is the effect ...