Broadcom: The 'Utility' Of The AI Era (NASDAQ:AVGO) Seeking Alpha

WANAN YOSSINGKUM/iStock via Getty Images Introduction The First Trust NASDAQ Cybersecurity ETF ( CIBR ) tracks the Nasdaq CTA Cybersecurity Index , a liquidity-weighted benchmark of companies in the cybersecurity segment, which falls within the larger technology and industrial sectors. I rate the fund a Buy at $65. Cybersecurity spending is no longer optional for any organization operating in the digital economy, and we are seeing this as a structural part of any enterprise budget that will continue to grow for years to come. The pullback from the 52-week high has improved the entry price in a meaningful way, and CIBR remains the most liquid and widely held vehicle in the category. For investors who want exposure to this theme without picking individual stocks, CIBR is the straightforward answer. About the ETF CIBR launched on July 7, 2015 , and is issued by First Trust. To qualify for the index, any company included has to be classified as a cybersecurity company by the Consumer Technology Association. Any company listed in this index also needs to have a minimum market cap of $250 million. The index weights holdings by underlying liquidity instead of market cap, a meaningful distinction to make for investors. Top Holdings CIBR (First Trust) The fund currently holds roughly $11.09 billion in net assets , and it trades at an average daily volume of approximately 794,000 shares. CIBR has an expense ratio of 0.59%, which is certainly higher than a broad index fund but in my view relatively reasonable for a more targeted sector strategy with 36 holdings. It is important to note that CIBR is the largest dedicated cybersecurity ETF by assets under management, which translates to more institutional coverage and better trading efficiency than any alternative you could find in the category. I will address some of the alternatives and direct comparisons with other ETFs seeking to capture this theme, but for CIBR, these are practical advantages that matter when sizing a real ...

One Reason This Energy Shock Is Not Like The One 15-Years Ago Arend Kapteyn, the global head of economics and strategy research and chief economist at UBS, told clients that one key reason the current Middle East conflict-driven energy shock "is not like 2011-2014" will be the absence of a comparable response from the shale patch, suggesting consumers are more likely to bear the brunt of the pain. Kapteyn noted that, on an inflation-adjusted basis, oil prices in 2011-2014 were actually higher than they are today, yet the U.S. economy absorbed that shock because the shale boom provided a lift to the industrial base. Soaring WTI crude prices at the time spurred oil/gas companies to increase drilling activity, production growth, and energy-sector investment. This helped create a tailwind for the US' manufacturing base and offset some of the drag from higher fuel costs. However, this is where the bullish U.S. economic case starts to look a little shaky. As Kapteyn noted, " The oil sector is much less responsive to prices than a decade ago ." The Trump administration has indicated that the oil price shock is temporary, suggesting shale drilling is unlikely to increase meaningfully or provide much of a tailwind for the manufacturing base. That means this time, the pain from higher energy prices is more likely to hit consumers directly through weaker spending power, with less offset from booming domestic oil investment. The shock at the gas pump begins: We warned: $5 Diesel Means A 35% Jump In Prices For US Consumers Kapteyn continued: A common question is why current oil prices should be a concern for the U.S. economy when prices were substantially higher in 2011-2014 and growth held up well. Over that earlier period, Brent averaged around $110/bbl—close to $145/bbl in today's dollars, roughly 23% above today's spot prices—yet U.S. GDP growth still averaged just over 2%. There are, of course, many differences relative to then : today's labor market is weaker, households a...

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HAMILTON, BERMUDA, March 19, 2026 – DHT Holdings, Inc. (NYSE:DHT) (the “Company”) has filed its 2025 annual report on Form 20-F with the U.S. Securities and Exchange Commission (the “SEC”). The report and the audited financial statements are available on DHT’s website www.dhtankers.com and in the attachment included with this press release. Shareholders may request a hard copy of the audited financial statements free of charge by sending an e-mail to info@dhtankers.com. About DHT Holdings, Inc. DHT is an independent crude oil tanker company. Our fleet trades internationally and consists of crude oil tankers in the VLCC segment. We operate through our integrated management companies in Monaco, Norway, Singapore, and India. You may recognize us by our renowned business approach as an experienced organization with focus on first rate operations and customer service; our quality ships; our prudent capital structure that promotes staying power through the business cycles; our fleet employment with a combination of market exposure and fixed income contracts; our disciplined capital allocation strategy through cash dividends, investments in vessels, debt prepayments and share buybacks; and our transparent corporate structure maintaining a high level of integrity and corporate governance. For further information please visit www.dhtankers.com. Forward Looking Statements This press release contains certain forward-looking statements and information relating to the Company that are based on beliefs of the Company’s management as well as assumptions, expectations, projections, intentions and beliefs about future events. When used in this document, words such as “believe,” “intend,” “anticipate,” “estimate,” “project,” “forecast,” “plan,” “potential,” “will,” “may,” “should” and “expect” and similar expressions are intended to identify forward-looking statements but are not the exclusive means of identifying such statements. These statements reflect the Company’s current views ...

金正恩視察步兵和坦克演習 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】北韓領袖金正恩視察步兵和坦克演習。 金正恩與女兒金主愛周四到訪首都防禦軍的訓練基地，視察步兵和坦克部隊的戰術演習。裝甲部隊模擬利用無人機和反坦克飛彈，攻擊敵方目標，敵後打擊部隊則模擬從伏擊位置，攻擊敵方無人機和直升機。金正恩和金主愛又乘坐新型坦克。金正恩高度評價各戰術部隊和坦克的攻防能力，又指新型坦克核心技術經過7年開發，在現代化取得巨大進步。他表示陸軍將大幅裝備新型坦克，要求各部隊爭取完成任何戰鬥任務。

Barclays callable contingent-coupon notes tied to MSFT/NKE/UNH (ATMP) Stock Titan

Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on FedEx FedEx Corporation: Its Valuation Has Already Traveled Quite Too Far FedEx Corporation (FDX) Analyst/Investor Day - Slideshow FedEx Corporation (FDX) Analyst/Investor Day Transcript FedEx boosts guidance after solid holiday quarter results FedEx Non-GAAP EPS of $5.25 beats by $1.12, revenue of $24B beats by $520M

ABC has decided to pull the new season of hit dating franchise The Bachelorette after footage of its central star physically assaulting her former partner was leaked. Taylor Frankie Paul, who gained fame on reality show The Secret Lives of Mormon Wives, had been cast as the central Bachelorette for the 22nd season, which was due to start on Sunday. The 31-year-old TikTok influencer had been embroiled in controversy over her 2023 arrest for domestic violence against her now ex Dakota Mortensen. An ongoing “domestic assault investigation” is also under way over an incident in February this year, according to the Draper City police department in Utah. At a press event this week, Paul said it had been “really difficult and heavy” to deal with the investigation, at which time ABC had seemed to be standing by its star and the new season even as she pulled out of an appearance on The Tonight Show on Wednesday. On Thursday, new leaked video from 2023 showed Paul kicking Mortensen and throwing chairs at him with her daughter present. “Your daughter just got hit in the head by a metal chair!” Mortensen tells her, with crying heard from the five-year-old. An indictment obtained by People showed that Paul threw “heavy, metal chairs” at Mortensen with the child also being struck. The arrest aired during the season one premiere of The Secret Lives of Mormon Wives and Paul later pleaded guilty to aggravated assault. She is still serving three years’ probation. “In light of the newly released video just surfaced today, we have made the decision to not move forward with the new season of The Bachelorette at this time, and our focus is on supporting the family,” a statement from Disney said. A statement from Paul’s team criticised Mortensen’s “never-ending, desperate, attention-seeking, destructive campaign to harm Taylor” as “a reprehensible attempt to distract from his own behaviour”. Earlier this week, production on the latest season of The Secret Lives of Mormon Wives was also re...

A key focus in 2026 will be insurers’ investment activities, sources said. Photo: VCG China’s top financial regulator has selected five insurers, including Ping An Life Insurance Co. of China Ltd. and PICC Property and Casualty Co. Ltd., along with nine asset management firms for comprehensive on-site inspections in 2026. The mandatory audits are high-stakes reviews of operational compliance and capital use that have historically uncovered violations leading to multimillion-yuan fines.

Amazon (AMZN) CEO Andy Jassy recently set a jaw-dropping new target for the company's cloud computing unit. If he's right, the upside for Amazon investors could be massive. The boldness of Jassy's vision is hard to ignore. He told employees during an internal all-hands meeting on March 17 that Amazon Web Services (AWS) could one day reach $600 billion in annual revenue, double what he had previously thought possible. Amazon Web Services ended 2025 with revenue of $128.7 billion, which indicates the cloud segment could expand by about 300% from current levels. AWS Is the Key Revenue Driver Despite its massive size, AWS is growing steadily. In Q4 2025, it posted 24% year-over-year revenue growth, the fastest pace in 13 quarters, reaching an annualized run rate of $142 billion. As Jassy noted on the earnings call, growing 24% on a $142 billion base adds far more real dollars than growing at a higher percentage on a smaller one. Jassy also flagged that demand is outpacing supply. AWS added more data center capacity than any other company in the world in 2025, including more than 1 gigawatt of new capacity in Q4. The company added 3.9 gigawatts of power over the past 12 months, twice as much as it had in all of 2022. And yet, by Jassy's own admission, AWS could be growing even faster if it had more supply to offer. This supply crunch is part of why Amazon is committing $200 billion in capital spending in 2026, with most of it directed to AWS. A Focus on Amazon’s AI Moat A key part of Amazon's AI strategy is its custom silicon. The company's Trainium2 chip delivers 30% to 40% better price performance than comparable GPUs, and the faster Trainium3, 40% better than Trainium2, is expected to be nearly fully committed by mid-2026. Together with Graviton, Amazon's CPU chip, the chips business now generates over $10 billion in annual revenue, growing in the triple digits year-over-year. These chips make Amazon's own AI services cheaper to run, improving margins while giving cus...

許正宇：至今242間家族辦落戶 料中東家辦更願意來港 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】截至上月底，投資推廣署已協助242間家族辦公室落戶香港。 財經事務及庫務局局長許正宇接受報章專訪時表示，尚有156間家族辦公室已決定或準備落戶香港，六成來自內地及香港，四成來自歐美、中東等地。裕澤香江論壇下周舉行，今屆參與的中東家辦比歷屆多，中東戰事尚未平息，許正宇相信部分中東家族辦公室會更願意來港設立據點，並加快決策過程。

伊朗局勢｜美國考慮解除部分伊朗石油制裁 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國正考慮放寬部分伊朗石油的制裁，應對油價急升和能源短缺問題。 財長貝森特表示未來幾日內會對滯留海上的1.4億桶伊朗石油解除制裁，增加的石油供應相當於伊朗十日至兩周的出口，以遏抑油價上漲。伊朗封鎖霍爾木茲海峽導致油價急升，據報有沙特阿拉伯官員預測一旦中東戰事持續至下月底，油價可能飆升至每桶180美元以上。

Key Points Oil is above $100 a barrel for the first time since 2022. Five oil stocks have historically spiked when crude rose above $100. Their performance has varied due to market and other factors. 10 stocks we like better than Occidental Petroleum › The global oil benchmark, Brent oil, recently topped $100 a barrel for the first time since 2022. It's the fourth time crude prices have reached the triple digits in history, with each occurrence happening in the last two decades. Here's a look at five stocks that have historically surged when oil has spiked above $100 a barrel. 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 » The 2008 oil price spike Crude oil prices topped $100 a barrel for the first time in 2008. They more than doubled from mid-2007 to mid-2008, hitting their all-time high of $147 in July 2008. While the surge in crude prices caused several oil stocks to spike, the gain was much more modest than you might expect. Here's a look at how five top energy stocks performed amid surging crude prices at the time: Occidental Petroleum (NYSE: OXY) delivered the highest return, exceeding 50%. That compares with much more modest gains from larger integrated energy companies, with ExxonMobil (NYSE: XOM) stock rising only 3%. Surging crude prices weighed on demand for refined petroleum products, impacting their downstream operations. Meanwhile, Canadian oil pipeline giant Enbridge (NYSE: ENB) led the way among midstream companies, as many of its peers lost value amid concerns about demand. The shale boom Crude prices crashed in late 2008 as the economy experienced its worst recession since the Great Depression. However, they would recover with the economy and topped $100 a barrel again in 2011. Oil remained in the triple digits through mid-2014. Higher oil prices incentivized oil companies to ta...

Iran used to be the world’s biggest producer of pistachios. Not anymore. Bloomberg Opinion columnist Justin Fox explains what happened. (Source: Bloomberg)

U.S. lawmakers have urged the chair of the Securities and Exchange Commission to restrict Chinese companies' access to the country's capital market, the Financial Times reported . Republican Senate Banking Committee chair Tim Scott and the Democratic Party's Elizabeth Warren reportedly sent a letter to Paul Atkins, warning about the risk to national security, market integrity, and investor protection posed by SEC-registered entities with ties to China. The letter was co-signed by all 13 Republicans on the committee and five Democrats, the Thursday, March 19, FT report noted. The fresh pressure on the SEC comes amid rising concern that U.S. capital is being funneled into Chinese groups that enable the modernization of Beijing's military, according to the report. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on SEC SEC poised to propose ending quarterly earnings requirement - report SEC issues its interpretation of how securities laws apply to crypto assets SEC approves Nasdaq plan for tokenized stock trading and settlement

Solid Biosciences press release ( SLDB ): Q4 GAAP EPS of -$0.53 misses by $0.02 . Solid had $187.9 million in cash, cash equivalents, and available-for-sale securities as of December 31, 2025, compared to $148.9 million as of December 31, 2024. More on Solid Biosciences Solid Biosciences Inc. (SLDB) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Solid Biosciences: Interim Data Lends Credibility For Q1 2026 Trial Start Solid Biosciences Inc. (SLDB) Presents at Guggenheim Securities Emerging Outlook: Biotech Summit 2026 Transcript Solid Bio falls amid new trial data for Duchenne drug Biotech firm stocks rise on FDA vaccine head’s exit

Apple (AAPL) Collaborates with Google on New AI App for Mac GuruFocus

美国财政部发布2025财年政府财务报告 2026-03-20 04:34:28 来源： 同花顺7x24快讯 分享 根据电子邮件声明，美国财政部长斯科特.贝森特发布美国政府2025财年财务报告。“通过经济增长，我们可以逐步将联邦赤字降至国内生产总值(GDP)的3%，这是一个可以实现的基准，符合长期财政可持续性的要求，”贝森特表示。

jetcityimage/iStock Editorial via Getty Images A few days ago, I was reading about rumors that Apple ( AAPL ) was going to launch new products even more premium than the existing ones, and if you follow the news, you saw that Apple also announced a new MacBook (check it here ) to compete with other entry-level laptops. So the company is targeting both ends of the market. Apple also wants to ensure high end products for those who can still pay for this “luxury,” and see no problems in paying thousands of dollars for an Apple product (as long as it is more exclusive and etc.). You must be wondering why I am talking about Apple in an article about Five Below, Inc. ( FIVE ). Well, that is because what I observed about Apple is not an isolated fact. Products that were previously aimed at the middle consumer (middle class or upper middle class) are needing to adapt, since this “middle” has become more squeezed, that is, due to inflation, debt, or income under pressure for other reasons, the middle class now looks for cheaper alternatives (or skips the middle category and goes straight to a more premium product, especially for those who were already at the wealthier end or managed to ascend in some way). And this goes very much in line with Five Below. Categorically, it is a dollar store, and management in Q4 reaffirmed that “looking ahead,” FIVE is focused on delivering “trend-right merchandise at exceptional value,” and the financials prove (and a lot) all of this. With this, I am giving an upgrade to my last rating but with a cautious view due to the less asymmetric valuation. Five Below: Q4 Impressed Me A Lot It’s been about 1 year since I covered Five Below. You can find the complete coverage here . I didn't think the company was bad, actually, I thought it was better than the peers in several aspects. And with my old assumptions, I even came to find a P/E of 14x for 2027, which at the time I didn't find compelling enough for a Buy rating. One year later, it’s clear t...

RobsonPL Shell ( SHEL ) shares snapped six straight sessions of gains, as the stock closed 1.7% lower at $91.19 on Thursday. The oil giant gained over 6% in the preceding six sessions. Overall, the stock rose about 24% so far this year, compared to the 3% fall in the broader S&P 500 Index. SHEL is up nearly 15% over the past one month. The stock closed 0.8% higher on Wednesday at $92.75. Earlier in the day, Shell said its Pearl gas-to-liquids plant was damaged in Iran's attack on the Ras Laffan Industrial City in Qatar, leading to the stock going down over 1% in premarket trading. However, analysts are bullish on the stock. Looking at Seeking Alpha's Quant Rating, SHEL has a Strong Buy rating with a score of 4.85 out of 5. The company received A+ in the prospect of profitability, while it got C- in the growth factor. Turning to the Wall Street community, 10 analysts gave SHEL a Buy and above, eight analysts have given the stock a Hold recommendation, and no one recommended Sell or lower. Seeking Alpha analysts also see the stock as a Buy. “Shell has remained one of the most steadfast of the major oil companies with its shareholder repurchase program. Not only does the company maintain a 3.6% dividend yield, but it's committed to its more than $3 billion/quarter dividend yield for more than 4 years now. That commitment is strong, high-single-digit shareholder returns,” said a recent Seeking Alpha analysis. Another Seeking Alpha analyst Narek Hovhannisyan said despite weak fourth quarter revenue and profitability due to low energy prices, SHEL’s diversified LNG portfolio and cost discipline mitigate downside risks. More on Shell Shell: Defensive Play In An Uncertain Energy Market Shell: Integrated Gas Is In Demand Shell: Positioned To Benefit From A Potential Capital Rotation Into European Energy Shell says Pearl gas-to-liquids plant in Qatar damaged in Iran attack Shell sees LNG driving more than half of global gas demand by 2040