Are Rising Geopolitical Tensions a Reason to Sell Taiwan Semiconductor Stock? The Globe and Mail

"On Our Way To Cuba": Left-Wing Nonprofit Boss Flies First Class For Virtue Signaling Tour The head of a left-wing nonprofit, reportedly linked to a Marxist propaganda network connected to a China-based billionaire, flew first class while her supporters traveled in coach to Cuba. This appears to be an effort aimed at disrupting U.S. foreign policy operations in the Caribbean. "NOW we're on our way to Cuba!" Code Pink wrote on X on Friday. NOW 🇨🇺 We're on our way to Cuba! Our CODEPINK delegation to the Nuestra América convoy is carrying thousands of pounds of urgently needed humanitarian aid. We stand with Cuba! pic.twitter.com/ZxirbToPX6 — CODEPINK (@codepink) March 20, 2026 Code Pink's Medea Benjamin, of course, flies first class. 🇨🇺 💗 We're flying to Cuba with a plane full of medical aid & delegates to support the Cuban people in the face of the heinous US blockade. pic.twitter.com/CaVmRaTJ6Y — CODEPINK (@codepink) March 20, 2026 Their mission is simple: to fly medical supplies to the financially collapsed island, which the left-wing nonprofit claims is being "suffocated by the U.S. blockade." Yet judging by the small volume of supplies, the mission appears to be little more than an information operations campaign against President Trump's foreign policy in the Caribbean that could very well end with Cuba ditching communism, which has been nothing but a disastrous experiment. 🇨🇺✌️ We’re in Havana! Our delegation is starting to land with medical donations for the Cuban people as they are suffocated by the U.S. blockade. pic.twitter.com/9wK4mLn3fS — CODEPINK (@codepink) March 20, 2026 Champagne socialists... BREAKING - It’s now been revealed the Cuban regime was forced to deploy armed security to protect the five-star hotel where champagne socialists like Hasan were staying, fearing locals might attempt to storm it in protest of the country’s electricity being diverted to the hotel. pic.twitter.com/fzm96NiNyQ — Right Angle News Network (@Rightanglenews) March 22, 20...

Where you choose to live in retirement shouldn't boil down to state taxes. But that doesn't mean you should ignore taxes, either, as they can add thousands of dollars to your expenses. The Motley Fool's 2026 Best Places to Retire report includes several attractive cities in two no-state-income-tax states. Here are three of the top options. 1. Fort Lauderdale, Florida The number one city to retire to in The Motley Fool's 2026 Best Places to Retire report is Fort Lauderdale, Florida. Some describe the city as the "Venice of America," with sunshine-filled days and attractive cultural amenities, from the arts to shopping. Miles of waterfront add to the allure for those who like the beach life or boating. The one major downside is that people know how desirable Fort Lauderdale is, so housing prices can be steep. 2. Quincy, Florida Number three on the overall list, behind St. Augustine, Florida, is Quincy, Florida. What's interesting about this city is its small-town feel, which may appeal to people not used to a more urban lifestyle (or to those trying to get away from one). A diverse population, a low cost of living, and a historic downtown are all big positives. The one major negative is that you will need to drive to a larger city for more urban amenities and, importantly, advanced healthcare. Luckily, Quincy is located near Tallahassee, Florida's capital, so that shouldn't be hard to do. 3. Dallas, Texas Skipping over Miami, Florida, at number nine on the full list, Dallas, Texas, comes in at number 11, just outside the top 10. Like Florida, Texas has no state income tax. Like Florida, Texas is known for its sunshine-filled days. Unlike Fort Lauderdale and Quincy, Dallas is a rather large urban center. It has attractive art and cultural amenities, as well as easy access to advanced healthcare. The cost of living is reasonable, but property taxes can be high. You'll also want to keep an eye on traffic, as some areas can get quite congested at times in a city where you...

Donald Trump has endorsed Hungary’s prime minister, Viktor Orbán, who faces his toughest electoral challenge next month since taking power 16 years ago, as Europe’s far-right leaders gather for a “grand assembly” in Budapest. In a video message, the US president told the national-conservative Cpac Hungary conference in the capital on Saturday that Orbàn, who has been trailing in the polls behind a centre-right rival for more than a year, was a “fantastic guy”. Trump, who also backed Orbán on social media last month, said he had been a strong leader who had “shown the entire world what’s possible when you defend your borders, your culture, your heritage, your sovereignty and your values”. “I hope he wins, and I hope he wins big,” he said. Orbán responded that the west had become a better place since Trump returned to power, with progressive policies being rolled back and traditional family and Christian values restored. Polling averages suggest Orbán’s challenger, Péter Magyar and his Tisza – or Respect and Freedom – party, could outscore him by between nine and 11 percentage points on 12 April in what is likely to be Europe’s most consequential parliamentary election of the year. Several leading European far-right figures, including Santiago Abascal of Spain’s Vox, André Ventura of Portugal’s Chega, Martin Helme of Estonia’s Ekre and Mateusz Morawiecki of Poland’s Law and Justice party, attended the weekend event. They will be joined on Monday by Marine Le Pen of France’s National Rally, Matteo Salvini of Italy’s League and Geert Wilders of the Dutch Freedom party for a “Patriots’ Grand Assembly”, named after their group in the European parliament. Orbán has long been at loggerheads with the EU over a range of issues. In defiance of Brussels, he has maintained cordial ties with Moscow, refuses to send weapons to Ukraine, and says Kyiv can never join the EU. Poland’s prime minister, Donald Tusk, said on Sunday that he was not surprised by a Washington Post report las...

Goldman Sachs sends blunt message on Nvidia stock after GTC thestreet.com

The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by The Associated Press International Correspondent Philip Crowther, Politico National Security Reporter Eric Bazail-Eimil, American Petroleum Institute SVP Policy, Economics and Regulatory Affairs Dusitin Meyer, Israeli Ambassador to the US Yechiel Leiter, Eurasia Group President and Founder Ian Bremmer, Award-Winning Baseball Player & Businessman Alex Rodriguez, Canadian Conservative Leader Pierre Poilievre, Rep. Glenn Ivey and Rep. Greg Steube, Politico Reporter Jason Beeferman and Former White House Council of Economic Advisers Under Biden Senior Advisor Martha Gimbel. (Source: Bloomberg)

Given the news being reported around the world lately, one cannot blame investors for being nervous about Taiwan Semiconductor Manufacturing (TSM 2.79%) stock. With the U.S. focused on Iran and saying it will help determine who is in charge there and the tension it is creating in that part of the world, it reminds some investors of the tensions going on between Taiwan and China over who is actually in charge of Taiwan. This is concerning because TSMC produces over 90% of the world's most advanced semiconductors, and most of that production takes place in Taiwan. Now, the question for investors is whether they should sell TSMC stock. Let's take a closer look to see if the situation has changed. TSMC's geopolitical positioning Without question, TSMC's location has always deterred some investors. In 2022, Warren Buffett's lieutenants at Berkshire Hathaway took a position in TSMC stock, but because Buffett was fearful of its geopolitical situation, Berkshire reversed this decision within a few months. Moreover, TSMC stock had traded at a discount in past years amid that fear. Still, that has changed over time as its P/E ratio of 31 is well above its five-year average of 24 and not far below the 36 earnings multiple of Nvidia, one of its top clients. Furthermore, China made up only 9% of TSMC's revenue in 2025, well below the 74% coming from North America. Thus, having TSMC out of the picture might look like a strategic advantage to China from that standpoint, and that could partially explain the dip in the stock since the beginning of March. Expand NYSE : TSM Taiwan Semiconductor Manufacturing Today's Change ( -2.79 %) $ -9.46 Current Price $ 329.33 Key Data Points Market Cap $1.7T Day's Range $ 325.90 - $ 337.49 52wk Range $ 134.25 - $ 390.20 Volume 660K Avg Vol 13M Gross Margin 58.73 % Dividend Yield 1.02 % Do not panic yet However, the company expects more good times in 2026, indicating that investors have good reason not to sell immediately. China also lacks the cap...

Key Points TSMC stock has become more expensive even as worries mount. Investors have good reasons to believe the concerns have become overblown. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Given the news being reported around the world lately, one cannot blame investors for being nervous about Taiwan Semiconductor Manufacturing (NYSE: TSM) stock. With the U.S. focused on Iran and saying it will help determine who is in charge there and the tension it is creating in that part of the world, it reminds some investors of the tensions going on between Taiwan and China over who is actually in charge of Taiwan. This is concerning because TSMC produces over 90% of the world's most advanced semiconductors, and most of that production takes place in Taiwan. 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 » Now, the question for investors is whether they should sell TSMC stock. Let's take a closer look to see if the situation has changed. TSMC's geopolitical positioning Without question, TSMC's location has always deterred some investors. In 2022, Warren Buffett's lieutenants at Berkshire Hathaway took a position in TSMC stock, but because Buffett was fearful of its geopolitical situation, Berkshire reversed this decision within a few months. Moreover, TSMC stock had traded at a discount in past years amid that fear. Still, that has changed over time as its P/E ratio of 31 is well above its five-year average of 24 and not far below the 36 earnings multiple of Nvidia, one of its top clients. Furthermore, China made up only 9% of TSMC's revenue in 2025, well below the 74% coming from North America. Thus, having TSMC out of the picture might look like a strategic advantage to China from that standpoint, and that could partially explain the dip in the stock since the beginning of March. Do ...

Are Rising Geopolitical Tensions a Reason to Sell Taiwan Semiconductor Stock? Yahoo Finance

Key Points Capricorn Investment Group LLC bought 1,661,601 HeartFlow shares; estimated transaction value $48.18 million based on quarterly average price. The quarter-end position value increased by $48.18 million, reflecting the new share purchase. The position represents a 5.83% change in 13F reportable assets under management. The new position brings HeartFlow into the fund's portfolio, but it is outside the fund’s top five holdings. 10 stocks we like better than HeartFlow › What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Capricorn Investment Group LLC reported a new position in HeartFlow (NASDAQ:HTFL). The fund purchased 1,661,601 shares during the fourth quarter of 2025, with the estimated transaction value totaling $48.18 million based on the quarter’s average price. At quarter end, the stake’s value also stood at $48.18 million, reflecting the aggregate impact of buying activity and market pricing. What else to know The new HeartFlow position accounts for 5.83% of Capricorn Investment Group LLC’s 13F reportable assets under management. Top five holdings after the filing: NYSE: JOBY: $375.81 million (45.8% of AUM) NYSE: PL: $140.82 million (17.2% of AUM) NASDAQ: QS: $119.80 million (14.6% of AUM) NYSE: OTF: $78.91 million (9.6% of AUM) NASDAQ: NVTS: $57.07 million (7.0% of AUM) As of March 20, 2026, HeartFlow shares were priced at $26.30, down 10.7% in 2026. Company overview Metric Value Price (as of market close March 20, 2026) $26.30 Market Capitalization $2.22 billion Revenue (TTM) $161.88 million Net Income (TTM) ($125.37 million) Company snapshot HeartFlow, Inc. offers the HeartFlow Platform, an AI-driven, non-invasive diagnostic solution for coronary artery disease, generating revenue primarily from healthcare providers and systems adopting its technology. It operates a technology-enabled business model, monetizing its proprietary software and analytics services for cardiovascular diagnostics and patie...

On February 17, 2026, Paradigm Biocapital Advisors LP disclosed a buy of 750,000 shares of Olema Pharmaceuticals (OLMA 5.88%) in Q4 2025, an estimated $13.35 million trade based on quarter-end pricing. What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Paradigm Biocapital Advisors increased its holdings in Olema Pharmaceuticals by 750,000 shares during the fourth quarter of 2025. The quarter-end value of the Olema Pharmaceuticals stake stood at $122.09 million. What else to know This was a net buy, raising the position to some 4.5% of Paradigm’s reportable AUM as of December 31, 2025. Top holdings after the filing: NASDAQ:NUVL: $530.05 million (14.2% of AUM) NASDAQ:RVMD: $529.23 million (14.2% of AUM) NASDAQ:ACLX: $373.21 million (10.0% of AUM) NASDAQ:GMAB: $216.83 million (5.8% of AUM) NASDAQ:TARS: $209.79 million (5.6% of AUM) As of February 17, 2026, Olema Pharmaceuticals shares were priced at $14.08, up a staggering 242% over the past year and significantly outperforming the S&P 500’s roughly 15% gain in the same period. Company overview Metric Value Price (as of Friday) $14.08 Market capitalization $1.2 billion Net income (TTM) ($162.45 million) Company snapshot Olema Pharmaceuticals develops novel therapies for women's cancers, with its lead candidate, OP-1250, targeting estrogen receptor-positive breast cancer. The company operates a clinical-stage biopharmaceutical business model, generating value through the advancement and potential commercialization of proprietary drug candidates. Olema primarily targets oncologists, healthcare providers, and patients affected by hormone-driven cancers, focusing on the oncology therapeutics market. Olema Pharmaceuticals is a clinical-stage biotechnology company specializing in the development of targeted therapies for women's cancers. Its strategy centers on advancing first-in-class and best-in-class therapeutics, with a focus on estrogen receptor antagonists for breast c...

Palantir is to be granted access to a trove of highly sensitive UK financial regulation data, in a deal that has prompted fresh concerns about the US AI company’s deepening reach into the British state, the Guardian can reveal. The Financial Conduct Authority (FCA) has awarded Palantir a contract to investigate the watchdog’s internal intelligence data in an effort to help it tackle financial crime, which includes investigating fraud, money laundering and insider trading. The Miami-based company, co-founded by the billionaire Donald Trump donor Peter Thiel, has been appointed for a three-month trial, paying more than £30,000 a week to analyse the FCA’s vast “data lake”, which could lead to a full procurement of an AI system. The deal is part of the FCA’s drive to use digital intelligence to better focus resources on rule-breaking among the 42,000 financial services firms it regulates, from major banks to crypto exchanges. There was only one other, unnamed competitor for the contract. Palantir already has more than £500m in UK public deals, including with the NHS, military and police. The contract has prompted warnings of “very significant privacy concerns”. Palantir is expected to apply its AI system, known as Foundry, to huge quantities of information held by the watchdog, including case intelligence files marked highly sensitive; information on so-called problem firms; reports from lenders about proven and suspected frauds; and data about the public, including consumer complaints to the financial ombudsman. The data includes recordings of phone calls, emails and trawls of social media posts, the Guardian understands. The FCA is one of several UK agencies which aim to stop financial crimes that underpin harms such as the drug trade and human trafficking. The deal has raised concerns inside the FCA. One source said: “Once Palantir understands how we detect money-laundering threats, how do we know that they are ethically reliable enough not to go to share that inform...

There's a perception among investors in exchange-traded funds that certain types of stocks are mutually exclusive. For example, some ETFs pitch themselves as ideal for investors looking for maximum growth, while others point to the benefits of dividend stocks that regularly pay streams of income to their shareholders. The idea is that putting together an ETF portfolio that incorporates multiple strategies will automatically give you a diversified portfolio. As it turns out, though, that's not always the case. With the Vanguard Dividend Appreciation ETF (VIG 0.98%), for instance, investors get an income-oriented ETF that's not nearly as anti-growth as some of its peers. In this final article on the Vanguard ETF for the Voyager Portfolio, you'll see just how important it is not to make assumptions about the investments you're making within the exchange-traded fund world. A typically defensive portfolio -- but with a twist At first glance, the Vanguard Dividend Appreciation ETF's sector exposure looks generally consistent with what you see in a lot of funds. Defensive sectors like consumer staples and healthcare have significant overweight exposure than the S&P 500. Financial services stocks also make a strong showing. By contrast, there's less exposure to higher-growth sectors such as technology and communication services. This is typical among dividend ETFs because tech stocks tend to reinvest more of their available capital back into growing their businesses internally and are less likely to pay significant dividends. Yet when you look a little more closely, you'll see some key differences between Vanguard Dividend Appreciation and its peers. As it turns out, three of its top four holdings are indeed tech stocks: Broadcom (AVGO 2.99%), Apple (AAPL 0.38%), and Microsoft (MSFT 1.92%). Those three holdings alone make up about 13% of the ETF's assets and account for roughly half of the fund's tech exposure. How did tech stocks get into the Vanguard ETF's portfolio? Most...

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IherPhoto WTI crude oil (Cl1:COM) ( USO ) moved back above $100/bbl in weekend trading on IG Index before easing back slightly. The contract-for-difference and spread bet provider showed U.S. oil at $99 at noon ET. Oil trading on the Hyperliquid blockchain had oil at $98/bbl. Brent crude ( CO1:COM ) ( BNO ) futures, which have seen a higher spike since the closing of the Strait of Hormuz, have a 98% chance of topping $114/bbl when they begin trading at 6 p.m. ET Sunday, with about a one in four chance of moving above $121. More on oil The 'Monetary Truman Show' Is Over: The Fed Is No Longer In Control The Market Has Been Too Complacent About The Strait of Hormuz Commodities: LNG Supply Disruptions Now A Long-Term Problem As Iran Hits Qatari Facilities Bessent defends Iran strikes amid oil price surge Gas price surge threatens tax refund boost for U.S. consumers

Key Points Fort Baker Capital Management bought 1,529,288 shares of Clearwater Analytics in the fourth quarter. The quarter-end CWAN position value increased by $36.89 million as a result of the new purchase. CWAN represents 5% of fund AUM, which places it in the fund's top five holdings. 10 stocks we like better than Clearwater Analytics › On February 17, 2026, Fort Baker Capital Management disclosed a new position in Clearwater Analytics (NYSE:CWAN), acquiring 1,529,288 shares worth $36.89 million in the fourth quarter. What happened According to a filing with the Securities and Exchange Commission dated February 17, 2026, Fort Baker Capital Management reported acquiring 1,529,288 shares of Clearwater Analytics (NYSE:CWAN). The estimated value of this new position was $36.89 million at quarter’s end. What else to know Top holdings after the filing: NASDAQ:FYBR: $40.59 million (5.7% of AUM) NASDAQ:CYBR: $38.63 million (5.4% of AUM) NYSE:FTW: $37.45 million (5.3% of AUM) NYSE:CWAN: $36.89 million (5.2% of AUM) NASDAQ:EXAS: $36.26 million (5.1% of AUM) As of Friday, Clearwater shares were priced at $23.44, down about 12% over the past year and well underperforming the S&P 500, which is instead up about 15% in the same period. Company overview Metric Value Price (as of Friday) $23.44 Market Capitalization $7 billion Revenue (TTM) $731.4 million Net Income (TTM) ($38.8 million) Company snapshot Clearwater Analytics provides SaaS solutions for automated investment data aggregation, reconciliation, accounting, and reporting, with additional offerings in performance measurement, compliance monitoring, and risk analytics. The company generates revenue through subscription-based fees for its cloud-native platform, which delivers continuous investment accounting and analytics services to institutional clients. Primary customers include insurers, investment managers, corporations, institutional investors, and government entities seeking scalable and automated investment data ...

Welcome back to TechCrunch Mobility, your central hub for news and insights on the future of transportation. To get this in your inbox, sign up here for free — just click TechCrunch Mobility! If you haven’t noticed, Uber is suddenly everywhere, at least when it comes to autonomous vehicles. The company sold off Uber ATG, its in-house autonomous vehicle development unit, back in 2020. Uber shed a number of its moonshots — although it maintained an equity stake in all of them — so it could focus on its core businesses of delivery and ride-hailing. But Uber never gave up entirely on AVs. It’s spent the past two years locking up partnerships with dozens of autonomous vehicle technology companies across delivery, drones, trucking, and robotaxis. It has taken a worldview, too, making agreements with Chinese companies to launch robotaxis in Europe and the Middle East, as well as startups like U.K.-based Wayve. And now there is another one with Rivian. The TL;DR of the deal is Uber will make an initial $300 million investment in Rivian and will buy 10,000 fully autonomous R2 robotaxis ahead of a planned rollout in San Francisco and Miami in 2028. Uber has the option to buy up to 40,000 more starting in 2030. This fleet will be exclusively available on Uber’s network. Here’s how I am thinking about this deal. While the total deal could be as high as $1.25 billion, Uber’s initial outlay is relatively small. And the risk ratio is heavily weighted toward Rivian. It’s also the only deal that Uber has made in which the company is the developer of the self-driving system and the vehicle manufacturer. Rivian hasn’t started producing the R2 SUV yet, nor has it tested and deployed a self-driving system designed for robotaxis. To raise the hurdle even higher, the robotaxi is supposed to be built in Rivian’s Georgia factory, which is still under construction. And the EV maker has already made at least one sacrifice in hopes of pulling it off. Rivian said it no longer expects to meet it...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. AMD (NasdaqGS:AMD) has joined the new Optical Compute Interconnect (OCI) Multi-Source Agreement group alongside Meta, Microsoft, NVIDIA, and OpenAI. The consortium aims to standardize optical interconnects for AI and data center hardware, replacing traditional copper based connections for large scale AI clusters. This move positions AMD as a key technology contributor in defining how future hyperscale and enterprise AI infrastructure is wired and scaled. For investors watching NasdaqGS:AMD, this OCI role sits at the intersection of chips, systems, and data center plumbing. As AI workloads grow and clusters become larger, the physical connections between accelerators, CPUs, and memory are turning into a core design constraint. By working with top cloud and AI operators on a shared optical standard, AMD is tying its product roadmap directly to how the next wave of AI infrastructure is built. Looking ahead, the shift from copper to optical links is likely to influence how customers think about total system design, not just individual processors. AMD's visibility in the OCI group could shape how its future GPUs, CPUs, and custom silicon are adopted within multi vendor AI clusters, especially for hyperscalers that want more flexibility and common building blocks across suppliers. Stay updated on the most important news stories for Advanced Micro Devices by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Advanced Micro Devices. NasdaqGS:AMD Earnings & Revenue Growth as at Mar 2026 We've flagged 1 risk for Advanced Micro Devices. See which could impact your investment. Quick Assessment ✅ Price vs Analyst Target : At US$201.33 vs a consensus target of about US$289.61, the price is roughly 31% below analyst expectations. ✅ Simply Wall St Valuat...

Key Points Micron turned in a blockbuster fiscal Q2 and issued impressive guidance. The stock isn't expensive if AI infrastructure spending continues to be a secular tailwind. 10 stocks we like better than Micron Technology › Micron Technology (NASDAQ: MU) just turned in one of the most impressive quarterly reports you'll ever see, although the stock was unable to gain any traction following its results. The stock was already up a whopping 350% over the past year going into the report, and it looked like a classic sell-the-news type of event. Let's take a closer look at the memory maker's results and prospects to see whether the stock can regain its momentum. 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 is hitting on all cylinders Micron is benefiting from a surge in memory prices, as both DRAM (dynamic random-access memory) and NAND (flash) memory remain in short supply due to the artificial intelligence (AI) infrastructure build-out. Nearly 80% of Micron's revenue is derived from DRAM, with the remainder largely from NAND. The company is one of the three major DRAM manufacturers. The DRAM market is currently being driven by high demand for high-bandwidth memory (HBM), which is packaged with AI chips, such as graphics processing units (GPUs), to optimize performance. Adding to the supply-demand issues is the fact that HBM requires upwards of 3 times the wafer capacity of ordinary DRAM. Micron expects both the DRAM and NAND markets to remain capacity-constrained beyond this calendar year. It is currently expanding its manufacturing capacity to meet long-term demand trends. As such, it raised its capital expenditure (capex) budget to $25 billion this fiscal year. Management said that as AI evolves, it expects AI infrastructure to become even more memory-intensive. Overall, for its fiscal ...

伊朗的石油出口规模取决于波斯湾一个小前哨：哈尔克岛。这里是该国几乎所有原油货运的装运点。 3月13日，特朗普在社交媒体平台Truth Social上发帖宣布，美国轰炸了该岛的军事目标，但避开了石油基础设施。他的一些顾问支持美国夺取该岛，但也有人担心此举不仅存在军事风险，还可能引发油价再次飙升。 这座位于伊朗海岸附近的岛屿承担了伊朗约90%的原油出口量，其中大部分销往亚洲。如果哈尔克岛的石油资产成为目标，其影响将立即波及能源供应链，并对全球经济产生不可预见的后果。 哈尔克岛有何重要性？ 这座距离伊朗大陆15英里（24公里）的小岛自20世纪60年代以来一直作为石油出口终端，当时由美国石油巨头阿莫科公司建立。该设施在1979年伊朗伊斯兰革命后被德黑兰当局接管。 该岛的终端日处理量约为150万桶，这一数字超过了大多数OPEC成员国的产量。密切关注这个OPEC第四大产油国原油波动的交易员们对那里的出货量一直有严密监测。寻求了解西方制裁对伊朗石油产量影响的各国政府也在密切注视该岛。任何运营中断或出口量意外波动都会迅速影响能源价格。 该设施被视为伊朗极具战略意义的要地，以至于任何对其造成重大损害的袭击都可能引发伊朗军方的直接报复 伊朗哈尔克岛石油综合体 哈尔克岛的主要石油设施有哪些？ 石油从伊朗油田通过海底管道输送到哈尔克岛，在那里储存起来，然后再装上油轮。 岛上的储油管最大容量高达3000万桶，约为美国俄克拉荷马州库欣油库容量的三分之一。岛上有可供8艘油轮停靠的空间，并有能力通过船对船转运进行更多装载。据伊朗官员称，哈尔克岛一天的原油装载量可超过600万桶，必要时可扩大至1000万桶。岛上居民主要是石油行业工人，他们通过由伊朗国家石油公司运营的简易机场往返于该设施。 袭击发生前哈尔克岛是什么状态？ 冲突开始前伊朗增加了该码头的石油装载量。开战后，油轮的装货也没有停止，可能是因为伊朗政府希望尽可能多地将该国原油运到水面上。 这些船只必须经过霍尔木兹海峡才能到达全球市场，而自2月28日战争开始以来，通过该水道的船只已大幅减少。不过伊朗自己通过霍尔木兹海峡运送的原油量和开战前大体一致。 2026年3月7日，有两艘大型原油运输船停泊在伊朗哈尔克岛出口码头。还有更多船只停泊在该岛附近 对哈尔克岛发动袭击会带来什么风险？ 虽然双方都没有报告能源基础设施遭受重大破坏的证据，但这种袭击进一步提...

Dimitrios Kambouris/Getty Images Entertainment Amazon’s ( AMZN ) Project Hail Mary opened as the top film in North America this weekend, generating about $80.5 million in ticket sales and marking the biggest debut of the year. The performance exceeded expectations and set a new high-water mark for Amazon since its acquisition of MGM in 2022, surpassing earlier releases like Creed III . A significant portion of revenue came from premium formats such as IMAX ( IMAX ). The film, directed by Phil Lord and Christopher Miller and based on Andy Weir’s novel, stars Ryan Gosling as an astronaut who awakens in space with no memory. Strong reviews helped drive audience interest, reversing a run of weaker theatrical results for Amazon titles earlier this year. Since acquiring MGM, Amazon has increased its focus on theatrical releases, aiming to bring more than a dozen films to cinemas annually before moving them to Prime Video. The strategy is designed to offset production costs while ultimately boosting engagement on its streaming platform. Amazon’s investment in theaters also provides support to cinema chains seeking a steadier pipeline of releases, as Hollywood continues to balance theatrical and streaming distribution. The broader box office has shown improvement in 2026, with overall ticket sales running ahead of last year, helped by releases from major studios including Pixar ( DIS ) and Paramount ( PSKY ). Looking ahead, Amazon plans another major theatrical release this summer with Masters of the Universe , continuing its push to expand its presence in big-budget filmmaking. More on Amazon, IMAX IMAX Corporation: A Blockbuster Year That Might Be Hard To Top Amazon: Deep Discount Makes Me Greedy Amazon Doesn't Deserve To Trade At These Prices Nvidia to sell 1M AI chips, other products to AWS by end of 2027 White House's AI blueprint contends federal laws should trump states' rights in AI legislation

Dimitrios Kambouris/Getty Images Entertainment Amazon’s ( AMZN ) Project Hail Mary opened as the top film in North America this weekend, generating about $80.5 million in ticket sales and marking the biggest debut of the year. The performance exceeded expectations and set a new high-water mark for Amazon since its acquisition of MGM in 2022, surpassing earlier releases like Creed III . A significant portion of revenue came from premium formats such as IMAX ( IMAX ). The film, directed by Phil Lord and Christopher Miller and based on Andy Weir’s novel, stars Ryan Gosling as an astronaut who awakens in space with no memory. Strong reviews helped drive audience interest, reversing a run of weaker theatrical results for Amazon titles earlier this year. Since acquiring MGM, Amazon has increased its focus on theatrical releases, aiming to bring more than a dozen films to cinemas annually before moving them to Prime Video. The strategy is designed to offset production costs while ultimately boosting engagement on its streaming platform. Amazon’s investment in theaters also provides support to cinema chains seeking a steadier pipeline of releases, as Hollywood continues to balance theatrical and streaming distribution. The broader box office has shown improvement in 2026, with overall ticket sales running ahead of last year, helped by releases from major studios including Pixar ( DIS ) and Paramount ( PSKY ). Looking ahead, Amazon plans another major theatrical release this summer with Masters of the Universe , continuing its push to expand its presence in big-budget filmmaking. More on Amazon, IMAX IMAX Corporation: A Blockbuster Year That Might Be Hard To Top Amazon: Deep Discount Makes Me Greedy Amazon Doesn't Deserve To Trade At These Prices Nvidia to sell 1M AI chips, other products to AWS by end of 2027 White House's AI blueprint contends federal laws should trump states' rights in AI legislation

'Project Hail Mary' tops box office with strong debut for Amazon (AMZN:NASDAQ) seekingalpha.com

FCA deal gives Palantir yet more access to inner workings of power in Britain The Guardian

On February 17, 2026, Circumference Group disclosed a new position in Avantor (AVTR 1.38%), acquiring 305,000 shares worth $3.50 million in the fourth quarter. What happened According to a SEC filing dated February 17, 2026, Circumference Group reported establishing a new position in Avantor by acquiring 305,000 shares. The shares were worth $3.5 million at quarter’s end. What else to know This new position represents 3.77% of Circumference Group LLC’s 13F reportable assets as of December 31, 2025. Top holdings after the filing: NYSE:TWLO: $9.25 million (10.3% of AUM) NASDAQ:UPWK: $7.63 million (8.5% of AUM) NASDAQ:RGP: $7.00 million (7.8% of AUM) NYSE:PATH: $6.31 million (7.0% of AUM) NYSE:TDC: $5.33 million (5.9% of AUM) As of Friday, shares were priced at $7.51, down 54% over the past year and well underperforming the S&P 500, which is instead up about 15% in the same period. Company overview Metric Value Revenue (TTM) $6.55 billion Net Income (TTM) ($530.20 million) Market Capitalization $5.1 billion Price (as of Friday) $7.51 Company snapshot Avantor offers a comprehensive portfolio of laboratory materials, consumables, equipment, and specialty procurement services for biopharma, healthcare, education, advanced technologies, and applied materials sectors. The firm generates revenue primarily through the sale of high-purity chemicals, reagents, lab supplies, and value-added services, including onsite lab support and biopharmaceutical development solutions. It serves a global customer base consisting of biopharmaceutical companies, healthcare providers, academic and government institutions, and advanced technology firms. Avantor, Inc. is a leading global provider of mission-critical products and services for the life sciences and advanced technology industries. The company leverages a broad product portfolio and specialized services to support research, production, and development needs across multiple geographies. Avantor's scale, operational expertise, and focu...

Source: Bloomberg, 0:00

Palantir’s latest UK contract takes the AI and data analytics company into the heart of one of Britain’s biggest industries: financial services, which accounts for 9% of the economy. The Miami-based company embedded its technology in the NHS in 2023, the police in 2024 and the military in 2025. Land and expand, they say in the tech industry. Palantir has followed the script building contracts worth more than £500m. Now in 2026, its deal with the Financial Conduct Authority (FCA) to dive into the terabytes of information it gathers gives it yet another unparalleled view of the inner workings of the British authorities. It also gives it sight of a trove of data about the workings of one of the most important global centres of finance, the City of London. The appeal of companies such as Palantir to public authorities is driven by three forces: the push to find more efficient ways to use human resources amid strained public finances; the existence of lakes of data swollen by society’s increased tendency to digitise transactions and communications; and the dawn of AI and the Labour government’s unbridled enthusiasm for its potential to unlock elusive economic growth. Notwithstanding its former use of Peter Mandelson’s lobbying company, Global Counsel, Palantir has become an influential voice in Whitehall. With earnings of $1.4bn in the last three months of last year alone, it can afford top talent and its AI-enabled data analysis systems impress many who see them, in demonstrations at least. Campaign groups rail against Palantir’s work with the US Department of Homeland Security and its ICE operations, and its service to the Israel Defense Forces, but the contracts keep coming. Its technologists will arrive at the FCA headquarters in east London and find a regulator worried it is devoting too much energy to pursuing possible financial crime cases that go nowhere. It wants to use AI to better detect signs of wrongdoing so it can crack down on the serious crime of money la...

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The once-reliable trade on Wall Street, that President Trump “always chickens out,” could be torpedoed by the Iran conflict.

Weeklong programming to focus on AI, data centers, chip design, robotics, workforce and investment strategies, and more at world's preeminent energy conference HOUSTON, March 22, 2026 /PRNewswire/ -- Leaders and experts from Amazon Web Services, Google, Microsoft, NVIDIA, Meta, Dell, Applied Materials and AMD will be among the technology and innovation speakers at CERAWeek by S&P Global—the world's preeminent energy conference—to be held in Houston March 23-27. S&P Global Logo (PRNewsfoto/S&P Global) CERAWeek 2026 Convergence and Competition: Energy, Technology and Geopolitics will include an unprecedented number of top AI and technology leaders exploring ideas and strategies for a world where energy is increasingly entwined with technology. The conference program will explore how AI is transforming the energy landscape, including the accelerating power demand for data center development—and what this means for the global energy system—as well as the breakthroughs that are accelerating innovation and new designs for data centers and energy efficient chips. "The energy and technology industries are converging like never before," said Daniel Yergin, conference chair and Vice Chairman of S&P Global. "This year's conference theme 'Convergence and Competition' reflects a world where the pace of technological innovation is matched only by the accelerating demand for stable, reliable and affordable energy. These two factors are increasingly interdependent, and much will depend on the ability to address them in tandem. Meeting the challenge will require breakthrough ideas as well as creative strategies to navigate a world where geopolitical rivalry and economic competition are increasingly the norm. These consequential conversations will be front and center at CERAWeek." CERAWeek 2026 will introduce the Bridge—a new venue that brings together energy and technology leaders for conversations that connect today's energy realities with the emerging solutions shaping tomorrow. T...