Upstage CEO Meets AMD's Lisa Su Over GPU Collaboration for AI 조선일보

Bilingual Cloud-Native Talent Shortage: There is a talent drain as South Africa and GCC projects demand professionals fluent in both Arabic and English, leading to an increased reliance on expatriate hires and offshore teams. Surge in Hyperscale Data-Center Build-Outs: Saudi Arabia's data-center investments, including a USD 21 billion pipeline and a regional AI-infrastructure partnership of USD 30 billion, are altering local hosting economics. These expansions fulfill data-residency requirements and support latency-sensitive applications. Cloud-First Mandates Under National Visions: Countries like Saudi Arabia are driving a cloud-first approach, targeting a 90% migration of public services to the cloud by 2030 with USD 24.8 billion allocated to infrastructure. This shift is mirrored by the UAE and Qatar, emphasizing cloud-native solutions over traditional outsourcing to maintain competitive parity. Despite this growth, the region faces challenges due to a persistent lack of bilingual cloud-native professionals and varied cross-border data regulations. These issues push service providers to refine delivery models and compliance strategies. Competitive dynamics are shaped by global integrators leveraging their scale and technology depth, while regional specialists exploit localization requirements and Arabic language capabilities. The Middle East and Africa IT services market is experiencing a dynamic transformation, with projected growth from USD 252.81 billion in 2026 to USD 387.13 billion by 2031, representing a CAGR of 8.92%. This expansion is powered by governmental digitization programs, sovereign-wealth technology mandates, and widespread 5G deployment influencing IT spending across the Gulf Cooperation Council (GCC) and African nations. Cloud adoption, hyperscale data-center investments, and a booming fintech environment are propelling demand for consultancy, implementation, and managed services. The market is driven by government-backed digitization, cloud ad...

Micron shares pulled back Thursday, despite strong earnings from the memory chip maker.

Micron Had a Blowout Quarter and Issued a Rosy Outlook. So Why Are Shares Sliding? Investopedia

Source: Bloomberg, 5:05

Contractors for a renovation project at the site of Hong Kong’s deadliest fire in decades got away with covering up the use of substandard material because of systemic defects in government supervision, a public inquiry into the blaze that claimed 168 lives has heard. In the first of a series of evidential hearings, a judge-led independent committee was told on Thursday that six “human factors” led to the almost complete failure of fire safety measures at Tai Po’s Wang Fuk Court before seven of its eight residential blocks were engulfed in a 43-hour inferno that broke out on November 26 last year. The committee’s leading senior counsel, Victor Dawes, noted in his opening speech that the Labour Department, the Fire Services Department and the Housing Bureau’s Independent Checking Unit (ICU) all denied it was their responsibility to ensure the building materials used in the HK$336 million project met required fireproof standards. Advertisement When residents’ repeated complaints forced authorities to conduct inspections, the contractor, having been tipped off in advance, partially replaced substandard combustible protective nets used at the site with fire-retardant ones. “Why would such a major fire happen in Hong Kong, known as an advanced city and for its world-class infrastructure, and why hadn’t the government and contractors been notified of the series of failures and mistakes?” Dawes said. Advertisement “This fire has revealed unacceptable systemic failings that cannot be overlooked.”

In this article LIN LIN-DE Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 3:43 03:43 What the helium shortage means for markets Markets and Politics Digital Original Video The war in the Middle East could pose a threat to the semiconductor industry and other sectors dependent on a resource produced in the Gulf — helium. Helium is a little-known but key input in many industries, most notably technology. In semiconductor manufacturing, its cooling properties are used to transfer heat. Helium is also indispensable in photolithography, a technique used to print each chip's intricate circuitry. The U.S. Geological Survey estimates that before the war Qatar produced more than one-third of the world's helium supply. Lately, however, operations at QatarEnergy's Ras Laffan Industrial City — the world's largest liquified natural gas export facility, which produces helium as a byproduct — were halted after it was struck by an Iranian drone early in the war. On Wednesday, Iranian missiles crippled the plant. A global helium shortage would ripple across a range of industries. "Qatar makes some 30% of the world's helium — a key input for semiconductors, industrial manufacturing, and medical imaging — while several key ingredients for fertilizer production also move through the Strait," according to a report early this week by the chief investment office of UBS Global Wealth Management. "Any lengthy disruption will not only impact energy prices, but also food prices and industrial production." Known chokepoint Helium supply has always been a risk. In 2023 the Semiconductor Industry Association cautioned that "there would likely be shocks to the global semiconductor manufacturing industry" should the supply of helium be disrupted. Today, a lengthy "prolonged regional conflict could potentially disrupt chipmakers' manufacturing operations regarding sourcing materials like helium and bromine," Ray Wang, computer memory analyst at SemiAnalysis, told CNBC . "For now, t...

Key Takeaways Oracle shares have plummeted 52% since reaching their September 2024 high, currently hovering around $152 Fiscal Q3 2026 revenue reached $17.2 billion, marking a 22% year-over-year increase and exceeding analyst projections in every division Revenue from cloud infrastructure operations skyrocketed 84% to $4.9 billion during the quarter The stock currently trades at approximately 20x forward earnings, marking its lowest valuation point in three years Wall Street forecasts 35% annual revenue expansion through 2029, with earnings per share growth expected at 28% Oracle has endured a turbulent several months in the market. After plunging 52% from its record high achieved in late September 2024, the enterprise software powerhouse currently changes hands near $152 — a price point several analysts believe represents significant value. Oracle Corporation, ORCL The sharp decline stems from multiple investor concerns. The company inked an agreement with OpenAI to deliver $300 billion worth of computing infrastructure extending through 2031. Markets questioned whether OpenAI possessed the financial capability to honor such an enormous commitment. Compounding these worries, Oracle is deploying substantial capital — expenditures are anticipated to reach $57 billion throughout this year, supported in part by $135 billion in aggregate debt obligations. Widespread anxiety that artificial intelligence would undermine legacy software companies also pressured shares. The “SaaS-pocalypse” narrative — suggesting AI-powered tools would cannibalize software-as-a-service revenue streams — triggered investor panic. Yet Oracle’s third-quarter fiscal 2026 performance painted a dramatically different picture. Aggregate revenue totaled $17.2 billion, representing 22% year-over-year expansion. This marked an acceleration from the 14% growth rate posted in the preceding quarter. The enterprise delivered results exceeding analyst expectations across all business units. Co-CEO Michael...

SHANGHAI, March 19, 2026 (GLOBE NEWSWIRE) -- Fangzhou Inc. (“Fangzhou” or the “Company”) (HKEX: 06086), a leading provider of AI-driven Internet healthcare solutions, reported its 2025 annual results, posting strong revenue growth and achieving full-year profitability, as its AI-enabled chronic disease management model continues to scale. Total revenue rose 30.2% year on year to RMB 3.53 billion in 2025, driven by steady growth in its consumer-facing businesses, including comprehensive medical services and online retail pharmacy services, which collectively grew by approximately 30%. The Company also recorded net profit of RMB 12 million, exceeding market expectations and marking a turnaround from a net loss in 2024. Adjusted net profit was up 19%, reaching RMB 20.4 million. This strong performance reflects continued momentum in Fangzhou’s core businesses and validates the effectiveness of the strong doctor–patient relationship model that underpins its chronic care platform. Operational metrics showed significant improvement, with registered users topping 56.4 million and average monthly active users growing 35% to 13.7 million. High customer retention—evidenced by a repeat purchase rate exceeding 85%—continues to drive recurring revenue. Fangzhou also continued to expand its healthcare ecosystem. The number of physicians on its platform reached 251,000, while its pharmaceutical supply chain encompassed 217,000 SKUs, with prescription drugs accounting for about 62%. The Company also established strategic partnerships with a number of leading pharmaceutical companies, including Novo Nordisk, Otsuka, and Innovent Biologics, strengthening its integrated service capabilities. In 2025, Fangzhou significantly accelerated its AI deployment, establishing its 'XingShi' Large Language Model (XS LLM) as the backbone of its “AI + Chronic Disease Management” ecosystem, and embedding AI capabilities across consultation, medication management and follow-up care. Consumer-facing to...

Key Points Eli Lilly's Mounjaro and Zepbound are the leading drugs in the GLP-1 space. The company's GLP-1 success has resulted in a lofty valuation for the stock. 10 stocks we like better than Eli Lilly › It is hard to explain how impressive Eli Lilly's (NYSE: LLY) GLP-1 success has been. In 2025, sales of the company's Mounjaro and Zepbound rose 99% and 175%, respectively. The two drugs have grown so rapidly that they now account for 56% of Eli Lilly's revenues. There's likely to be more growth ahead, too, as demand for these weight loss drugs remains strong. However, it may still be too late for you to buy Eli Lilly. Here's why. 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 » Eli Lilly is winning, for now The interesting thing about Mounjaro and Zepbound is that they weren't the first GLP-1 weight loss drugs to hit the market. Novo Nordisk (NYSE: NVO) was first to market with Wegovy. However, Eli Lilly's drugs proved to be more effective and quickly took the lead in the new drug category. That's an important fact to keep in mind because it underscores the pharmaceutical sector's competitiveness. Notably, Novo Nordisk just released a GLP-1 pill, beating Eli Lilly to market again. That will give Novo Nordisk time to regain market share as Eli Lilly works to get its own pill approved by the FDA. Pfizer (NYSE: PFE) is working in the GLP-1 space. If Pfizer can get its long-acting weight-loss drug to market, Mounjaro and Zepbound will have to compete with yet another GLP-1 drug. Right now, Eli Lilly is on top, but it may not hold that spot forever. In fact, the patent protections that are allowing it to enjoy outsize profits today are time-limited. So, at some point in the not-too-distant future, the company's GLP-1 success will fade as generic versions of its drugs enter the market. Eli Lilly is an ...

At least 16 US military aircraft have been destroyed since the start of the war with Iran, including 10 Reaper strike drones hit by enemy fire, with a half-dozen other planes badly damaged in attacks or accidents. The most serious losses were because of accidents: three US F-15s downed by friendly fire in Kuwait, and a KC-135 tanker destroyed during a refueling operation. All six crew members on the tanker were killed in the accident. Five other KC-135s were reportedly damaged by an Iranian missile strike while parked at an airfield in Saudi Arabia. So far only the uncrewed Reapers have been brought down by Iranian defenses, with at least nine being destroyed in the air, according to a person familiar with the matter. One was hit at an airfield in Jordan by a ballistic missile, people familiar with the matter said. The other two Reapers were lost to accidents. The drones are meant to be “attritable” — flown in higher-risk areas because they don’t carry pilots and are much cheaper to replace than a crewed plane. During the last large-scale air campaign that the US was involved with, the military intervention in Libya in 2011, there were only three reported combat losses over four months. One of them was a US Navy drone. The scale of operations, with the US saying it conducted more strikes in the first day of the war than in the “shock and awe” aerial attacks of the Gulf War, could explain the relatively high losses, said Peter Layton, a former Royal Australian Air Force officer and a visiting fellow at the Griffith Asia Institute. “The difference might be a much greater rate of effort,” Layton said. “More sorties flown each day.” US Central Command declined to comment, saying it would not discuss battle damage assessments. Although Iran’s air defenses were among the first targets of the US and Israeli air campaign, completely stamping them out — and establishing air supremacy — has remained elusive. An advanced US F-35 fighter jet made an emergency landing at a US ai...

simonkr/E+ via Getty Images A warning from Transportation Secretary Sean Duffy about the potential for Transportation Security Administration (TSA) shortages to result in airport closures is weighing on the airline sector, with stocks trading defensively despite a modest retreat in oil prices. In an interview on CNBC Thursday morning, Duffy warned that while travelers are still safe, the time to get through security can take as much as 4 hours at certain airports, a scenario that could discourage air travel during the peak travel season for carriers. Faced with working without pay for a third time in a year, TSA agents have been calling off work, currently at a rate of about 10% of total staff, a rate that Duffy says is 5 times above the average, and “getting worse every day.” Acting Deputy TSA Administrator Adam Stahl warned that with the available TSA workforce “fully stretched” and the agency now having fully depleted the available workforce from the National Deployment Office, “it’s not hyperbole to suggest that we may have to quite literally shut down airports, particularly smaller ones.” A warning echoed by Secretary Duffy. “As we get into next week and they’re about to miss another payment, this is going to look like child’s play what’s happening right now. You’re going to see small airports, I believe, shut down,” Duffy said. Department of Homeland Security funding lapsed last month after Congress failed to make a deal to fund the agency. As a result, the partial shutdown has left 50K TSA agents working without pay, and more than 300 officers have tendered their resignations since the shutdown. Faced with capacity constraints, airline executives have added their voice to the crisis, pleading with the government to resolve the shutdown, saying it is “simply unacceptable” to ask agents to work without pay. “The problem is solvable, and there are solutions on the table,” the letter says, admonishing Congress for using “air travel as a political football.” “With...

Lerone Murphy says the winner of his bout with Movsar Evloev at UFC London on Saturday should be next in line to fight for the featherweight title and it "shouldn't be any other way". Britain's Murphy, who is third in the UFC's featherweight rankings, takes on the first-ranked Russian in the main event at the O2 Arena. Despite the high rankings of the two fighters, the UFC have not officially branded it a number one contender bout for the championship, which is held by Australia's Alexander Volkanovski. Brazil's Jean Silva, who is sixth in the rankings, says he is set to jump the queue and sign a contract to fight Volkanovski - a claim which has been shut down by Murphy. "Well who knows? [Silva's] 1-1 in his last two. The winner of me and Mosvar fights for the title and it shouldn't be any other way," said Murphy. "You just never know in this game. It's all about perfor a finish. I want it to be undeniable so they can't not give me the shot." Manchester fighter Murphy is unbeaten during the first 18 fights of his career with his last bout in August ending in spectacular fashion as he knocked out Aaron Pico with a spinning elbow.

Morgan Stanley (MS) launches AMZN‑linked auto‑call notes with 11.92% contingent coupon Stock Titan

Quick Summary ORCL shares have plummeted 52% since peaking in September 2024, currently hovering around $152 Fiscal Q3 2026 results delivered $17.2 billion in revenue, representing 22% year-over-year expansion and surpassing Wall Street forecasts Cloud infrastructure segment exploded 84% higher to reach $4.9 billion during the quarter Current valuation sits at approximately 20x forward earnings — the lowest point in three years Wall Street forecasts 35% yearly revenue expansion through 2029, with earnings per share climbing 28% annually Oracle has experienced a brutal correction over recent months. Trading around $152 after tumbling 52% from its September 2024 record high, the enterprise software powerhouse now sits at valuations that several Wall Street analysts consider deeply discounted. Oracle Corporation, ORCL The massive decline stems from several investor concerns. A landmark agreement with OpenAI commits Oracle to delivering $300 billion worth of computing infrastructure through 2031. Markets questioned whether OpenAI possessed the financial resources to honor such an enormous obligation. Meanwhile, Oracle’s aggressive spending continues — capital outlays are projected to reach $57 billion this fiscal year, supported partly by $135 billion in outstanding debt. Additional pressure came from widespread anxiety that artificial intelligence would cannibalize conventional software businesses. The “SaaS-pocalypse” narrative — suggesting AI tools would erode software-as-a-service income streams — triggered selling across the sector. Yet Oracle’s latest quarterly performance painted a vastly different picture. The company reported $17.2 billion in total revenue, marking 22% year-over-year expansion. This represented an acceleration from the previous quarter’s 14% growth rate. Oracle exceeded analyst projections across every business line. Co-CEO Michael Sicilia emphasized that Oracle integrates AI capabilities directly into existing products, enhancing their value p...

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。 报道说，规模约2200人的美军第31海军陆战队远征部队正搭乘两栖攻击舰从日本驶向中东，预计一周左右时间抵达。美国可能利用这支部队占领哈尔克岛，以此作为筹码迫使伊朗开放霍尔木兹海峡。 美国《华尔街日报》19日援引消息人士的话报道，美国正在向中东地区增派部队，并可能夺取伊朗关键石油出口枢纽，以迫使伊朗开放霍尔木兹海峡。 前美军中央司令部司令弗兰克·麦肯齐说，“（美军）可以摧毁其（哈尔克岛）石油基础设施，这将对伊朗和全球经济造成不可挽回的损害。或者可以占领它，以此作为讨价还价的筹码。” 此外，位于霍尔木兹海峡附近的格什姆岛、基什岛和霍尔木兹岛等岛屿也可能成为夺取的目标。美国退役海军中将约翰·米勒称，美军将处于“有利的战略位置”，从那里能拦截伊朗快艇并击落威胁海峡交通的导弹。（新华社） 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。

With dividend income continuing to play a central role in retirement portfolios, a growing number of retirees, particularly high-net-worth investors are beginning to allocate 5% to 10% of their portfolios to angel investing. Rather than moving away from traditional strategies, this shift reflects a complementary approach: maintaining reliable income through dividend stocks while selectively adding exposure to private startups for diversification, engagement, and long-term growth. For decades, dividend-paying equities have served as a foundation for retirement investing. Their ability to generate consistent cash flow, combined with relative stability, makes them a natural fit for income-focused portfolios. As markets evolve, however, retirees are increasingly exploring ways to enhance and not replace this foundation. The Enduring Strength of Dividend Stocks Dividend stocks remain one of the most effective tools for generating income in retirement. According to Morningstar, companies that consistently pay dividends often exhibit strong fundamentals, disciplined capital allocation, and long-term resilience. Research from J.P. Morgan Asset Management further highlights that dividends have historically contributed a meaningful portion of total equity returns, reinforcing their role as a core component of long-term portfolios. For retirees, this translates into predictable income, liquidity, and a relatively straightforward investment framework qualities that remain highly valuable regardless of market conditions. Expanding the Toolkit: Introducing Angel Investing As retirees look to build on this foundation, some are turning to angel investing as a complementary strategy. Angel investing involves providing capital to early-stage startups in exchange for equity ownership. According to the Angel Capital Association, angel investors support tens of thousands of startups each year, often playing a critical role in early company formation before institutional capital enters. ...

恒瑞医药：H股公告-董事会会议通告 富途牛牛

Monty Rakusen/DigitalVision via Getty Images Thesis Intuitive Machines, Inc. ( LUNR ) reported Q4 '25 results, and it has to be said that the numbers on the surface appear quite weak. Revenue came in at $44.8 million, down 18% since last year and also missing expectations by a pretty wide margin of $14.2 million. It was another net loss of about $40 million. Now, despite this miss, the company did post some pretty aggressive forward outlook, which included a combined backlog of about $943 million and guidance for $900 million to $1 billion in 2026 revenue. It also included a positive adjusted EBITDA, so there are definitely some strong expectations for a major growth inflection from management, but how they achieve it will be another story. In my previous coverage , I thought we should have seen some upside going into this earnings from the impact of the acquisitions. Although we saw that these weaker-than-expected earnings have priced that out, with shares pulling back from the $22 range we saw in late January. As you can see, the company has very ambitious growth potential on the back of its expansion/acquisitions. I still see Intuitive stock as a high-potential but also a high-risk story. The Q4 '25 results were clearly weak, revenue was missed, and profitability still remains quite elusive. However, with the acquisitions, defense contracts, and infrastructure ambitions, there is definitely a path to scale. Going forward from now, near-term execution and potential contract catalysts like the LTV award help build the buy case on the back of this share price pullback. I think we should see the stock trade downward a little on the back of these earnings, but there should be more upside this year. So investors thinking about buying in on the back of these earnings should be aware of this. The stock’s current valuation is also at a premium, so I remain buy-rated but with caution to see if management can deliver on this growth story. Intuitive Machines, Inc. FY25 Resul...

"The reality is people go on the platforms before they go for the creators," he said, which would mean attracting more creators to Facebook would not necessarily mean their fans follow them back to Facebook.

作者：凯・尼科尔 - 施瓦茨 核心要点 自伊朗战争爆发以来，从亚洲进口半导体的欧洲企业遭遇交货延迟，运输成本上涨。 此前货运航班通常飞越中东空域，并在该地区枢纽机场经停加油。 物流企业 DSV 数据显示，运送半导体等高价值电子产品的全球航空货运运力下降约 9%。 业内人士向 CNBC 表示，由于伊朗战争导致途经中东的航空货运航线受阻，从亚洲进口半导体的欧洲企业正动用备用库存，并为货运支付更高费用。 自 2 月 28 日战争爆发以来，伊朗战争已对货运航线造成严重冲击，航运与机场均成为袭击目标。物流企业 DSV 的数据显示，运送半导体及其他高价值电子产品的全球航空货运运力，较战前水平下降约 9%。 这导致从亚洲进口芯片的欧洲企业成本上升、交货延迟，部分制造商也因运力受限减少了从该地区的芯片进口量。 芯片是所有电子产品的核心零部件。从工业巨头、数据中心到汽车制造商，各类企业均从中国大陆、中国台湾等地进口特定芯片。 DSV 航空货运主管斯特凡・克里肯向 CNBC 表示：“未来几周你会看到库存水平持续下降，企业都在期盼物流成本能回归正常。” 他特别提到欧洲汽车制造商，这类企业会将半导体用于车辆各类电子系统。 克里肯称，其他欧洲企业正在承担芯片进口航空货运成本上涨的压力。他补充道，尽管冲突持续，DSV 尚未观察到芯片整体进口量出现 “显著” 下滑，但许多采购商正支付溢价以确保货物持续交付。 一位知情人士向 CNBC 透露，某欧洲芯片企业部分半导体交货已延迟数日。该人士因谈论商业机密要求匿名，并表示航空货运成本已上涨，企业也无法判断未来数月价格是否会回落。 伊朗袭击中东机场等基础设施，导致全球航空货运运力受损。此前许多从亚洲飞往欧洲的货运航班，均会飞越中东空域或在该地区枢纽机场停靠加油。 克里肯表示，这意味着更多航空公司选择直飞，且为装载额外燃油不得不削减载货量，进而导致有效载荷下降。他还称，航空燃油占航空公司运营成本的 50%，而随着油价飙升，燃油成本也大幅上涨。 因此，计划从亚洲向欧洲进口货物的采购商，不得不为运输支付溢价。 德国汽车零部件供应商采埃孚（ZF）发言人向 CNBC 表示，尽管该公司半导体空运仍在正常进行，但为维持供应链运转已承担更高成本。 克里肯称，进口高端芯片等超高价值产品的企业尚能消化这些成本，但采购低价值大宗商品的企业，更倾向于动用库存，期盼近期空运成本回...

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Qualcomm (NASDAQ:QCOM - Get Free Report)'s stock had its "sell" rating reiterated by Seaport Research Partners in a research note issued on Monday, MarketBeat.com reports. They presently have a $100.00 price objective on the wireless technology company's stock. Seaport Research Partners' price target would indicate a potential downside of 23.43% from the stock's current price. A number of other research firms have also recently commented on QCOM. Rosenblatt Securities reduced their price target on shares of Qualcomm from $225.00 to $190.00 and set a "buy" rating for the company in a research report on Thursday, February 5th. Loop Capital raised Qualcomm from a "hold" rating to a "buy" rating and set a $185.00 price objective for the company in a research note on Tuesday, February 24th. Robert W. Baird set a $177.00 target price on Qualcomm in a research report on Thursday, February 5th. Zacks Research lowered Qualcomm from a "hold" rating to a "strong sell" rating in a research note on Tuesday, January 27th. Finally, Wells Fargo & Company raised Qualcomm from an "underweight" rating to an "equal weight" rating and raised their price target for the company from $135.00 to $185.00 in a report on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the company's stock. According to MarketBeat, the stock presently has a consensus rating of "Hold" and an average price target of $168.00. Get Qualcomm alerts: Sign Up Read Our Latest Stock Report on QCOM Qualcomm Stock Up 0.1% Shares of Qualcomm stock traded up $0.13 during trading hours on Monday, reaching $130.60. The company's stock had a trading volume of 2,478,335 shares, compared to its average volume of 10,223,726. The company has a market capitalization of $139.35 billion, a P/E ratio of 27.00 and a beta of 1.25. The stock's fifty day simple moving average is $146.59 and its t...

By Foo Yun Chee BRUSSELS, March 19 (Reuters) - Lobbying group Cloud Infrastructure Services Providers in Europe on Thursday ‌urged EU antitrust regulators to temporarily stop Broadcom ‌from ending its VMware Cloud Service Provider programme in Europe, ramping up ​its fight against the U.S. tech company. CISPE, which has nearly 50 members across Europe and counts Microsoft and Amazon as associate members, sued the European Commission last year for ‌approving Broadcom's acquisition ⁠of VMware in 2023, saying the EU competition watchdog had failed to examine the deal ⁠properly. It took its latest grievance about Broadcom to the Commission after the company revamped its VMware cloud service provider ecosystem ​late last ​year and asked for ​an interim measure. "In January 2026 ‌Broadcom signalled the termination of its VMware Cloud Service Provider program in Europe. This unilateral decision removed all but a tiny minority of hand selected partners and excluded most European CSPs from selling VMware products," CISPE said ‌in a statement. "Both cloud providers and ​their customers - are being irreparably damaged ​by Broadcom's unfair ​actions," CISPE Secretary General Francisco Mingorance said. The Commission ‌and Broadcom did not immediately ​respond to ​emailed requests for comment. CISPE said an EU interim measure should immediately suspend Broadcom's termination of its VCSP partner ​programme, allow them ‌to be readmitted to the programme and include ​protection measures against retaliation from Broadcom. (Reporting by Foo ​Yun CheeEditing by Rod Nickel)

herstockart/iStock via Getty Images Despite having some solid results in 2025, in my last article I noted I was skeptical ARK Innovation ETF ( ARKK ) could continue to generate market-beating results, and thus I gave the ETF a “Sell” rating. So far I’ve been correct, as the ETF is down nearly 15% since that article was published, while the S&P 500 ( VOO ) is just slightly down. YTD ARKK is down over 6%, while the S&P 500 is down nearly 2%. Let’s review ARKK’s current holdings, and I’ll discuss where I see the fund going next. Fund Structure For investors unfamiliar, Cathie Wood (the Chief Investment Officer) and her team at ARKK focus on “disruptive innovation.” This disruptive innovation includes themes such as artificial intelligence, robotics & automation, fintech, cryptocurrency, and DNA and genomics technologies. ARKK is a diverse ETF with exposure to six market sectors. In my September article, the ETF had allocated 23% of their capital to Health Care, 21% to Technology and 17% to Financials. As you can see from the below pie graph, the allocation to Health Care and Technology has increased, making up over 50% of the total pie, while exposure to the Financials sector has declined: Seeking Alpha You can see that allocation changes in the fund’s top ten holdings as ARKK has increased their exposure to healthcare, especially the AI healthcare and gene editing spaces with increases in their CRISPR Therapeutics AG ( CRSP ), Beam Therapeutics Inc. ( BEAM ), and Tempus AI, Inc. ( TEM ) positions: Seeking Alpha Conversely, you can see ARKK has decreased their exposure to crypto-related plays such as Coinbase Global, Inc. ( COIN ), Robinhood Markets, Inc. ( HOOD ), and Bitmine Immersion Technologies, Inc. ( BMNR ). Cryptocurrency remains a central theme to ARKK’s strategy, and overall I’d agree with crypto bulls that Bitcoin and Ethereum will be higher by the time we get to 2030. However, I do think it was rather ill-advised to load up on BitMine after Tom Lee’s Chairm...

Aliaksandr Litviniuk/iStock Editorial via Getty Images Eni ( E ) up 4.1% in Thursday's trading after saying it wants to return more cash to shareholders , including by repurchasing at least € 1.5B ($1.72B) of shares this year. The company raised the top end of its ​distribution range for the next five years, as it now plans to return 35%-45% of operating cash flow to shareholders, compared with a previous target of 35%-40%, and confirmed that it would pay an extraordinary dividend to shareholders if annual Brent ​prices average more than $90/bbl or natural gas prices or refining margins rise ​by 50% compared with current expectations. Eni ( E ) said it expects to generate more cash over the next few years, with operating cash flow per share targeted to grow by 14% on a compound rate by 2030 as cash flow from operations reaches ~€17B. For 2026, Eni ( E ) said its stock buyback could grow to a maximum of €4B, and the company declared a ~5% rise Y/Y in its dividend to €1.10/share. Also, Eni ( E ) said it reached an agreement with Ares Management ( ARES ) to share control of its Plenitude renewable energy unit in a deal that includes a €1.5B capital increase, with Ares—which is already an investor in the unit—providing at least €1B. More on Eni and Ares Management Eni: Significant Strategic Progress In 2025 Eni Q4 2025 Earnings Call Presentation Ares Management: Beware Catching The Private Credit Falling Knife

Image source: The Motley Fool. Thursday, March 19, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer — Erez Raphael President and Chief Commercial Officer — Steven C. Nelson Chief Financial Officer — Chen Franco-Yehuda Need a quote from a Motley Fool analyst? Email [email protected] Takeaways New agreements signed -- 85 new contracts executed, surpassing the company’s annual target of four, with average contract sizes two to 10 times larger than historical levels. -- 85 new contracts executed, surpassing the company’s annual target of four, with average contract sizes two to 10 times larger than historical levels. Commercial pipeline value -- Expanded to $122 million, reflecting a broader inclusion of 2026 and 2027 opportunities. -- Expanded to $122 million, reflecting a broader inclusion of 2026 and 2027 opportunities. Annual revenue -- $22.4 million, down from $27.0 million in 2024, attributed to a single legacy client non-renewal from the Twill acquisition. -- $22.4 million, down from $27.0 million in 2024, attributed to a single legacy client non-renewal from the Twill acquisition. Sequential quarterly revenue -- Q4 revenue increased sequentially to $5.2 million. -- Q4 revenue increased sequentially to $5.2 million. Contracted & late-stage ARR -- $12.9 million slated to contribute to revenue in 2026 and 2027, based on agreements signed in 2025. -- $12.9 million slated to contribute to revenue in 2026 and 2027, based on agreements signed in 2025. GAAP gross margin -- Rose to 57% from 49% in 2024, mainly due to reduced technology amortization expenses. -- Rose to 57% from 49% in 2024, mainly due to reduced technology amortization expenses. Core B2B2C non-GAAP gross margin -- Maintained approximately 80% level for two consecutive years. -- Maintained approximately 80% level for two consecutive years. Full-year operating expenses -- Declined 31% to $49.3 million on a GAAP basis and dropped by 26% on a non-GAAP basis, to $38.6 million. -- Declined 31% to...

据美国有线电视新闻网19日报道，美国一架F-35战机疑似被伊朗火力击中后紧急降落。（新华社） 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。

Snowflake SNOW and Alphabet GOOGL are major players in the cloud data and analytics space. While Snowflake provides a pure-play cloud data warehousing and analytics platform, Alphabet offers similar capabilities through Google Cloud’s BigQuery as part of its broader cloud ecosystem. Per the Fortune Business Insight report, the global cloud analytics market size was valued at $48.22 billion in 2025 and is expected to grow from $58.42 billion in 2026 to $168.88 billion by 2034, registering a CAGR of 14.2% from 2026 to 2030. Both Snowflake and Alphabet are poised to benefit from this rapid growth pace. Snowflake or Alphabet — Which of these Cloud Analytics stocks has the greater upside potential? Let’s find out. The Case for SNOW Stock SNOW is benefiting from strong adoption and increasing usage of its platform, as reflected by the net revenue retention rate of 125% in the fourth quarter of fiscal 2026. In the same quarter, Snowflake added 740 net new customers, up 40% year over year. The company now has 733 customers spending more than $1 million annually, up 27% year over year, and 56 customers spending more than $10 million annually, up 56% year over year. SNOW’s expanding portfolio has been noteworthy. In 2026, Snowflake launched more than 430 product capabilities, including Snowflake Intelligence, Cortex Code, Snowflake OpenFlow, and Snowflake Postgres. These innovations enhanced the platform’s usability and scalability. The company’s AI-driven products, particularly Snowflake Intelligence and Cortex Code, have been a major growth driver. In 2026, Snowflake Intelligence, which provides enterprise-grade agent capabilities, has been adopted by more than 2,500 accounts within just three months of its launch, nearly doubling quarter-over-quarter. Cortex Code, a transformational coding agent, has been embraced by more than 4,400 customers, enabling faster development and deployment of AI-powered applications. The Case for GOOGL Stock Alphabet is growing its presence in...

As she releases her new solo album, Play Me, the former Sonic Youth star answers your questions on acting for Kristen Stewart, doing Basquiat’s photocopying, and who really invented punk rock Did you plan to change rock music for ever? Were you envisaging a decades-long career, or was it all a bit more haphazard? Nepthsolem When Sonic Youth first started, there had been such a high bar set for music that achieved something that people hadn’t done before, it was difficult to know how to add to that. There was the Velvet Underground, who cast a huge shadow, and then all the no wave bands, and when you’re faced with all that coolness, and you feel like you don’t belong, how do you make something happen? You have to focus on the thrill of making something that is like nothing that existed before. It sounds pretentious to say, “We wanted to do something new”, but that was it, and then you have to see what happens. And that’s still my approach. Honestly, I had no intention of doing solo records – I’d been playing in an improv-based project with Bill Nace, Body/Head, but that was all. And it was this producer in LA, Justin Raisen, he kept bugging me to make a solo record. There was no plan; in the end, again, I was like, let’s see what happens. Your memoir, Girl in a Band , is one of my favourites. It reads almost like a novel. Have you ever considered writing a novel? timwthornton I’ve thought about it. I consider myself more as a visual artist who writes, rather than a writer . I won’t say I won’t ever try to write a novel, but writing is always a challenge, just the getting started part, and I’m such a procrastinator. But once I get into it, I really, really enjoy it. It’s the thinking I love. A lot of times I actually don’t know what I think about something until I start writing about it. Continue reading...