This article first appeared on GuruFocus. CoreWeave (CRWV, Financials) has teamed up with Cerebras and BCE to build and run a 300-megawatt artificial intelligence data center in Saskatchewan. This makes it one of the largest AI facilities in Canada designed just for that purpose.CoreWeave will be a hyperscale tenant at the location, which is near Regina. Cerebras will provide chips for both AI training and inference workloads. The facility will also have Nvidia-based GPU systems to meet the demands of high-performance computing.Construction is set to start in the spring, and the first phase should be finished by the first half of 2027. The project will employ a closed-loop cooling system that doesn't consume city water, and it also aims to repurpose waste heat for surrounding buildings and institutions.The project shows that there is a growing need for AI infrastructure as businesses and governments increase their processing power. BCE claimed that the initiative fits with its plan to establish digital infrastructure that would assist AI applications in businesses.The alliance also shows how important sovereign AI systems are becoming as governments want to improve their own computing and data processing skills.The next thing that will move things along is progress on construction and more information on how to use the space and how to expand the number of tenants.

This article first appeared on GuruFocus. Amazon (AMZN, Financials) has introduced new 1-hour and 3-hour delivery options for select items, expanding its push into faster fulfillment across the United States. The business claimed that Prime members will pay $9.99 for delivery in one hour and $4.99 for delivery in three hours. Non-members will pay $19.99 and $14.99, respectively. The service covers a wide range of items, such as food, gadgets, and over-the-counter drugs. Amazon is using its current Same-Day Delivery network to help with the rollout. The one-hour option is accessible in hundreds of cities and towns right now, while the three-hour option is available in more than 2,000 places. The business has also included new search criteria and a special storefront to make it easier for clients to identify things that can be delivered quickly. Also, Amazon is developing a service dubbed "Amazon Now," which promises to deliver important products in 30 minutes or less in some locations. As competition in e-commerce and last-mile delivery heats up, Amazon is continuing to put money into making logistics faster and easier. The next thing that will cause a change is updates to the larger deployment and the possible effects on margins and consumer acceptance.

This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOG) is starting to run into a different kind of constraint as it scales its AI infrastructure, with reports saying the company is now looking for more liquid cooling equipment to support its growing data center needs. According to Reuters, Google has been in talks with Chinese suppliers, including Envicool, following a recent visit by its Taiwan based procurement team. The move reflects how quickly demand for these systems is rising as AI workloads push servers to generate far more heat than traditional air cooling can handle. Liquid cooling, which uses fluid to regulate temperatures around high performance chips, is becoming essential for running modern AI data centers. As a result, supply is tightening, and even large players like Google are actively securing equipment.

“A very happy St Patrick’s Day,” said Gerry Adams, as he took his seat in the stand at court 16 in the Royal Courts of Justice on Tuesday. Mr Justice Smith hadn’t quite caught what the defendant said, and asked him to repeat himself. “Oh that’s very kind of you,” the judge stammered when he finally worked it out. The green tie and small sprig of shamrock in Adams’s lapel – worn alongside a Palestinian flag pin – ought perhaps to have been a clue. Adams used to spend 17 March at the White House, glad-handing a succession of thematically dressed presidents and supportive senators of Irish extraction. This year, though, the former Sinn Féin president had a prior engagement in a British courtroom. It was not a criminal dock, as some of those present in the public benches – who included the relatives of people murdered by the IRA during the Troubles – would certainly have preferred. Adams is being sued in the civil high court in London by three surviving victims of IRA bombings, who want the judge to establish, on the balance of probabilities, that the former president of Sinn Féin was also a former senior IRA leader and so could be held personally liable for their injuries. Money may not be immediately at stake – the three claimants are seeking symbolic damages of £1 – but for Adams, 77, the potential cost is still extremely high. For more than five decades, in defiance of the flat assertions of multiple former allies, foes and journalists that he had a senior operational role in the IRA during what he described in court as “the war”, Adams has insisted that he was never a member of the republican paramilitary group. Anyone who expected him to concede anything different once under oath was going to be disappointed. Previous witnesses, including a former IRA bomber, former British army commander and former senior police and intelligence officers, have told the court that it is “inconceiveable” that Adams was not involved in authorising bombings, and that his previous den...

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is attempting to reinforce confidence in its long-term growth trajectory as Chief Executive Officer Jensen Huang used the company's GTC keynote to outline a roadmap that could generate up to $1 trillion in cumulative data center revenue through 2027. The forecast, tied to demand for its Blackwell and Rubin chip platforms, comes at a time when investors have been looking for clearer signals that the company's AI-driven momentum can persist. Huang framed the opportunity around a sharp expansion in computing needs, stating that demand has increased roughly one million times over the past two years, a backdrop that he suggested continues to support elevated infrastructure spending. During the presentation, Nvidia introduced a series of new products and initiatives aimed at broadening its reach beyond its core GPU franchise. The company unveiled chips incorporating technology licensed from startup Groq, including a language processing unit designed to accelerate AI inference, and signaled a deeper push into central processing units, an area historically dominated by Intel. Nvidia also detailed its upcoming Vera CPU architecture and indicated it may begin offering standalone CPU-based systems, which Huang described as a potential multibillion-dollar opportunity. At the same time, the company highlighted expanding partnerships with firms such as International Business Machines, Hewlett Packard Enterprise, Adobe and Uber, including plans linked to autonomous vehicle deployments by 2028. Investor reaction appeared measured. Nvidia shares initially rose as much as 4.8% before paring gains to close up 1.6% at $183.19, suggesting that expectations around the company's growth outlook may already be elevated. The updated revenue projection extends Nvidia's prior $500 billion data center forecast through 2026 by an additional year, effectively doubling the cumulative figure without necessarily implying a sharper accele...

格隆汇3月18日｜英伟达CEO黄仁勋：到2027年底，Blackwell和Rubin芯片带来的营收机遇“可能将超过1万亿美元”。

designer491 Pulse Biosciences ( PLSE ) said that it will accelerate the development of the company's Pulse Cardiac Catheter Ablation System. The decision was made based on the results of a European feasibility study that found that Pulse's Nanosecond Pulsed Field Ablation (nsPFA) "delivers a unique combination of speed, safety, and long-term durable efficacy in treating Atrial Fibrillation." Data indicated that at 12 months, 45 of 47 patients (96%) had highly durable pulmonary vein isolation. Normally, about 20%-25% recurrence is seen. Pulse added that t he majority of R&D and clinical investment is now focused on the Pulse Cardiac Catheter's upcoming pivotal IDE study and related regulatory submission. More on Pulse Biosciences Pulse Biosciences, Inc. (PLSE) Q4 2025 Earnings Call Transcript Pulse Biosciences, Inc. (PLSE) Presents at 31st Annual AF Symposium 2026 - Slideshow Pulse Biosciences, Inc. (PLSE) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Pulse Biosciences slips despite Q4 beat after deal to sell shares Pulse Biosciences targets CE Mark submission in 2026 as nPulse platform advances clinical milestones

nonnie192 At the J.P. Morgan Industrials Conference in Washington on Tuesday, airline executives were encouraged by demand trends in the first quarter that should offset any impacts to their bottom line from soaring fuel costs. “Demand for our product is strong. And our revenue performance is improving at a rate greater than we had originally anticipated,” said the chief executive at American Airlines, Robert Isom, adding that the carrier is increasing its Q1 guide to now expect more than 10% growth, extending into April and May. The outlook for the airline industry was less rosy at the start of the year, as back-to-back winter storms raised concerns about the sector’s top line, while a sharp spike in oil prices due to the conflict in the Middle East threatened the bottom line. “We’ve had 8 of the 10 highest sales days in our history this quarter, 5 in just March alone,” Delta’s Ed Bastion said at the conference. And while there’s been some anticipated pressure on European markets from the Iranian conflict, the carrier is still seeing significant growth on the bookings front this quarter. Most of the carriers expect they can recapture the double-digit increase in jet fuel through higher air fares, others have other mitigation avenues outside of fuel hedges (which most carriers no longer employ to offset fuel shocks), including their own oil refineries, while others will consolidate routes and end unprofitable flights. “Oil is extremely volatile right now,” JetBlue CEO Joanna Geraghty said at the J.P. Morgan conference, adding that while she doesn’t know how long this will last, the team at JetBlue ( JBLU ) is “focused on controlling what we can, which seems to be the theme for the last several months.” “We obviously have contingencies laid out depending on what happens with fuel. But I think given the demand environment right now, I think we feel very good about it, and it is really across the board,” JetBlue President Martin St. George added at the conference. Whil...

Yuriy T Amazon ( AMZN ) CEO Andy Jassy told employees at an internal all-hands meeting that artificial intelligence could double AWS's revenue to $600B by 2036, Reuters reported. “I've been thinking for the ​last number of years ​that AWS, call it 10 ‌years ⁠from now, could be about a $300 billion annual revenue, run rate business,” ​said ​Jassy, in comments obtained by the news outlet . “I think ​what's ⁠happening in AI that AWS has a ⁠chance ​to be at ​least double that.” Amazon did not immediately respond to a request for comment from Seeking Alpha. Shares of the tech giant were up around 1% in late afternoon trading on Tuesday. More on Amazon Inside Amazon's AI Power Play Amazon Is Paying Today For Margins Tomorrow Amazon: Just Like Google In 2023 OpenAI signs deal with AWS to sell AI to US government workers: report Amazon rolls out 1-hour and 3-hour delivery options for select items

quantic69/iStock via Getty Images XEG:CA At A Glance The iShares S&P/TSX Capped Energy Index ETF ( XEG:CA ) is a passively managed exchange-traded fund with an NAV of ~$2.1 billion CAD that invests in stocks designed to provide exposure to a portfolio of Canadian energy stocks. BlackRock and most of the other big Canadian banks/fund managers have multiple ETF offerings that end up providing various investment portfolios that track very similar metrics. While XEG:CA is somewhat liquid and has an easily verifiable portfolio and mandate, this article seeks to compare this offering with not only other options, but also to review whether investors can simply buy the top few energy companies in Canada without paying 0.6% in fees. XEG:CA's benchmark target is the S&P/TSX Capped Energy Index, and after further review, I believe that XEG:CA, as a concept, is a bit lazy for the fund manager. Canadian energy has done pretty well recently, and with the war causing even more volatility in energy markets, I don't want to discourage investors from looking at the sector to invest. But it's simply an ETF with a few energy stocks charging 0.6% in fees. If investors want to get exposure to higher dividend-paying Canadian energy stocks, they can easily buy these other ETFs or recreate the portfolio XEG:CA has, since the portfolio is mostly weighted in about five easily identifiable large-cap and liquid names on the TSX. I wrote about this fund recently and gave it a Sell, but after further geopolitical shifts, I will upgrade to a Hold as Canadian energy is increasing its standing on the global stage. Fund Breakdown and 2026 Outlook XEG:CA was launched on March 19, 2001 , by BlackRock with a plan to create an easily tradable fund that replicates exposure to the largest energy players in the Canadian market. Unlike the U.S. market, where there are various large- and mid-cap energy players, the Canadian market is and has been very mature, with the large-cap players paying a dividend and m...

Orlando Bravo speaking at CNBC's Delivering Alpha, 220928 Scott Mlyn | CNBC Orlando Bravo, founder and managing partner of Thoma Bravo, pushed back on mounting criticism of private markets, saying deep sector expertise is separating winners from losers as artificial intelligence creates disruption across the software industry. "We have been living in the details of the space for a very, very long time, not on a high level, not investing in stocks, [but] investing in companies, customer contracts, knowing the details. So, yes, as a sector specialist in private equity, our companies are very, very different," Bravo said Tuesday in an interview with CNBC's Leslie Picker . "We are so comfortable with our private credit book, given the choices we've made us a specialist." His comments come as investors step up scrutiny of private-market valuations and liquidity after a wave of markdowns and redemption pressure across private credit and equity funds. Morgan Stanley recently said it expects direct-lending default rates to reach about 8%, nearing Covid-era peaks. Meanwhile, John Zito of Apollo Global Management told UBS clients last month that private equity firms are broadly misstating the value of their software holdings, saying "all the marks are wrong." Bravo said Thoma Bravo's investor base, which includes major U.S. pension funds and global sovereign wealth funds, has remained confident due to the firm's long track record and transparency. "They've seen our marks, they've seen our exits, they've seen our progression," he said. "Everybody's extremely comfortable." Addressing one of the firm's more visible missteps, Bravo acknowledged overpaying for customer experience software company Medallia. Apollo's Zito pointed to this $6.4 billion take-private deal in 2021 specifically, saying it will be "worse than people expect," according to the Wall Street Journal. "When we bought it, we way overestimated or extrapolated the very high rate of growth of that company into the f...

Key Points Required minimum distributions apply to traditional 401(k)s and IRAs. They can not only drive up your tax bill, but lead to other consequences. There are steps you can take to avoid or minimize these repercussions. The $23,760 Social Security bonus most retirees completely overlook › Saving for retirement in a traditional IRA or 401(k) can make a lot of sense during your working years, especially if you're in a higher tax bracket. That's because your contributions get to go in tax-free, shielding some of your income from the IRS. The problem with traditional retirement accounts is that eventually, you'll be forced to start taking required minimum distributions, or RMDs. And those could drive up your tax bill in retirement. 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 » That's not the only problem with RMDs, though. Depending on what they amount to, they could have a serious impact on your Social Security benefits and Medicare premiums. How RMDs affect Social Security Social Security benefits aren't automatically exempt from taxes. There are income limits that determine whether those benefits get taxed at the federal level or not. However, those income limits are specific, and they're based on what's called provisional (or combined) income. Provisional income is calculated by taking your adjusted gross income (excluding Social Security) and adding in any tax-free income you receive plus 50% of your annual Social Security income. From there, the thresholds for taxes on Social Security benefits are pretty low: Single tax-filers with a provisional income between $25,000 and $34,000 face federal taxes on up to 50% of their Social Security benefits. Single tax-filers with a provisional income above $34,000 face federal taxes on up to 85% of their Social Security benefits. Joint tax-filers wi...

格隆汇3月18日｜英伟达CEO黄仁勋：Groq可能会为数据中心市场带来25%的增长空间。

"One could say that it is not everything we would have wanted but it is a gesture of reconciliation by the king in terms of what we were talking about: an acknowledgement of excesses, exterminations that happened during the Spaniards' arrival," she said.

guvendemir/E+ via Getty Images Three leading defense contractors have secured sizeable multi-year contracts with the Department of War for various missile families since the beginning of 2026, with production expected to grow by a factor of two to five times current levels by the end of the decade, noted Wells Fargo Equity Sector Analyst Lawrence Pfeffer. The analyst noted that these major deals were announced before the Iran war, which is likely to drive significant expenditure of interceptor munitions by the U.S., Israel, and Gulf Cooperation Council countries. Pfeffer views the “ongoing strategic takeaway from conflicts in Ukraine and the Middle East as having reinforced the importance of missile defense,” according to the Wells Fargo strategy note. He stated this provides visibility for potential growth beyond recent contract extensions, as well as incremental opportunities for foreign sales. On the commercial aerospace side, the analyst reminded investors that the two largest aircraft producers in the world have over 7 and 12 years respectively of backlog at forecasted consensus 2026 revenue run rates. According to the Wells Fargo note, these levels remain “above pre-pandemic norms due to persistent challenges in ramping the aerospace industry supply chain and strong secular demand growth in travel.” In light of this, below is a list of the top 10 aerospace and defense stocks ranked based on their Relative Strength Index ( RSI ), which identifies stocks that may be oversold. The list is topped by York Space Systems ( YSS ), with an RSI of 27. StandardAero ( SARO ) and HEICO Corporation ( HEI ) are next, with Embraer ( EMBJ ) and FTAI Aviation ( FTAI ) rounding out the rest of the top five. Other notable companies including Moog Inc. ( MOG.A ), General Electric ( GE ), and Archer Aviation ( ACHR ) also appear on the list. All stocks in the top ten currently maintain an RSI below 40, suggesting they may be approaching oversold territory. The Relative Strength Ind...

The Food and Drug Administration has linked cheddar cheese made from raw (unpasteurized) milk to a multistate outbreak of Shiga toxin-producing E. coli . But the cheese's maker, Raw Farm, is rejecting the regulator's findings and refusing to voluntarily recall its cheese. In an outbreak investigation notice, the FDA said seven cases have been identified in three states: California (five cases), Florida (one case), and Texas (one case). Of the seven cases, two required hospitalization. Four of the seven cases were in children age 3 or younger who are at higher risk of severe illness. No deaths have been reported. The onset of the seven illnesses spanned September of last year to as recently as February 13. Genetic testing of the E. coli in each case found they were highly related and, thus, likely from a common source. Of the three cases that health officials have been able to fully interview about their potential exposures, all three said they had eaten Raw Farm-branded raw cheddar cheese. Read full article Comments

Iran war is not delaying US weapons shipments to Taiwan, officials say Reuters

In this article TSLA Follow your favorite stocks CREATE FREE ACCOUNT A Tesla Inc. Megapack battery after being placed into position at the Harmony Energy Ltd. and Fotowatio Renewable Ventures BV (FRV) battery energy storage project near Burgess Hill, U.K. on Tuesday, May 11, 2021. Chris Ratcliffe | Bloomberg | Getty Images Tesla is expanding ties with South Korea's LG Energy Solution, striking a deal to buy $4.3 billion worth of battery cells for energy storage systems that will be made in Lansing, Michigan. The plant was formerly developed for a joint venture between LG and General Motors before the automaker decided to retreat from that initiative in late-2024, selling its stake to LG as part of a pullback in the automaker's electric vehicle investments. While Tesla still makes most of its revenue from EVs, the company is investing in its more rapidly growing energy business, as data centers drive up electricity demand. Tesla's Megapacks can store power produced using intermittent sources like solar or wind, or during off-peak hours, then make it available for use when demand is high. Tesla currently sells Powerwall backup batteries for residential use with its solar installations, and much larger Megapack and Megablock systems for utility-scale power storage. Last year, revenue in the company's energy segment increased 27% to $12.8 billion, accounting for 13% of total revenue. Total revenue dropped due to a 10% decline in the auto business. Details of the Tesla-LG partnership were announced during an Indo-Pacific Energy Security Summit in Japan, according to a release from the U.S. Department of the Interior. The Trump administration announced a total of $56 billion in private sector commitments at the event. A spokesman with LG Energy Solution said the company "will establish dedicated production lines at our Lansing facility to deliver on this agreement." LG last year retooled the facility to build LFP (Lithium Iron Phosphate) prismatic cells, later confirming ...

Tesla to buy $4.3 billion of LG Energy battery cells from disbanded GM plant CNBC

秘鲁总理米拉莱斯宣布辞职 2026-03-18 02:51:30 来源： 同花顺7x24快讯 分享 当地时间3月17日，秘鲁总理丹尼斯.米拉莱斯在原定向国会申请信任投票前一天宣布辞去部长会议主席(总理)职务。(央视新闻)

北京时间3月18日凌晨，美股周二尾盘小幅上扬，三大指数均有望录得连续第二个交易日上涨。市场继续关注美伊战争对原油及其他方面的影响。周二油价跳涨约4%，布伦特原油持稳于关键的每桶100美元关口上方。 道指涨111.55点，涨幅为0.24%，报47057.96点；纳指涨91.01点，涨幅为0.41%，报22465.19点；标普500指数涨20.45点，涨幅为0.31%，报6719.83点。 波动的油价和伊朗战争的后果继续影响投资者情绪。 随着能源市场参与者密切关注持续的供应中断，周二早盘油价走高。5月交割的国际布伦特原油期货上涨3%，至每桶103.21美元；4月交割的美国西得克萨斯中质原油期货上涨3.2%，至每桶96.52美元。 由于通过霍尔木兹海峡的航运严重受阻，美伊战争期间油价已飙升约40%，达到2022年以来的最高水平。上周，布伦特原油四年来首次收于每桶100美元上方。 油价反弹是在特朗普总统暗示保护霍尔木兹海峡航运的联盟仍在组建中之后出现的。 美国总统特朗普周一对记者表示，一些国家对帮助护送油轮通过霍尔木兹海峡的计划“不那么热心”。他呼吁其他国家“迅速而满怀热情地参与进来”。 特朗普说：“有些国家非常热心，它们已经在行动了。它们已经抵达那里。我们会给你一份名单。有些国家非常热心，有些则不那么热心，我想有些国家不会参与。我认为有一两个不会参与的国家，我们保护它们已有大约40年，花费了数百亿美元。” 自美以对伊朗发动袭击以来，由于担心霍尔木兹海峡长期关闭可能导致全球能源供应中断，油价大幅上涨。 投资者正关注战争的进一步发展。据以色列国防部长伊斯雷尔·卡茨表示，伊朗安全部长 阿里 ·拉里贾尼已在夜间空袭中丧生。 许多人将股市持续上涨的动力归因于相对强劲的经济、受控的通胀和强劲的盈利，但巴特利特财富管理公司总裁霍莉·马佐卡周一表示，“这种增长故事的风险正在累积”。 马佐卡表示：“今年开局时基础相当强劲，但尤其是劳动力市场已经明显疲软。所以，对于投资者来说，当前的大问题是，要现实地认识到，这种持续增长故事面临的整体风险今天比几周前更高。” 责任编辑：张俊 SF065

President Gustavo Petro has accused Ecuador of bombing targets inside Colombian territory, saying later that the burned remains of nearly 30 people had been found near the border, in a sharp deterioration in relations between the two neighbouring countries. The Colombian leader said on Tuesday that an attack which had left “27 charred bodies” did not appear to have been carried out by Colombia’s own forces or any illegal armed groups which he said do not have armed planes. “The explanation isn’t credible,” he said, later adding that an unexploded bomb dropped from an aircraft was found “100 meters from the home of an impoverished peasant family”. Petro had earlier linked recent strikes to intensifying US-backed counter-narcotics operations in the region. “We are being bombed from Ecuador,” he said late on Monday. Ecuador’s president, Daniel Noboa, denied the accusations, insisting his government’s security forces were operating strictly within national borders. “We are acting in our territory, not yours,” he said. He added that Ecuador was “fighting narco-terrorism in all its forms” and “bombing places that serve as hideouts for those groups, of which many [groups] are Colombian”. The exchange marks the latest in a series of increasingly public clashes between the two ideologically opposed leaders. Noboa, a close ally of Donald Trump, has repeatedly blamed Colombia for failing to prevent criminal groups operating along their porous shared border. On Tuesday, he said Colombia had allowed these groups “to infiltrate our country due to neglect of its border”. In January, the Ecuadorian president imposed a 30% “security tax” on Colombian imports, citing what he described as insufficient action against drug trafficking. Colombia retaliated with tariffs of its own and cuts to electricity exports. Ecuador is grappling with a surge in drug-related violence as rival cartels battle for control of strategic coastal ports that have become key transit points for cocaine bound to...

联合利华据悉考虑分拆食品业务的可能性 2026-03-18 02:51:22 来源： 同花顺7x24快讯 分享 文章提及标的 联合利华 -- 联合利华（UL）据悉考虑分拆食品业务的可能性。

Representative Michael McCaul, a Texas Republican, said he disagrees with the administration's move to lift some sanctions on Russian oil because Moscow is an adversary that is aiding Iran in targeting US assets. Rep. McCaul joined to discuss on Bloomberg's Balance of Power. (Source: Bloomberg)