Oil traded lower after the Wall Street Journal reported of an IEA proposal for record release of reserves to tackle elevated prices triggered by the Iran war. This comes as shipping through the Strait of Hormuz has come to an effective halt leading to major Gulf producer to cut output. Aathira Prasad, Macroeconomics Director at Nasser Saidi & Associates spoke to Bloomberg’s Horizons Middle East an...
Oil traded lower after the Wall Street Journal reported of an IEA proposal for record release of reserves to tackle elevated prices triggered by the Iran war. This comes as shipping through the Strait of Hormuz has come to an effective halt leading to major Gulf producer to cut output. Aathira Prasad, Macroeconomics Director at Nasser Saidi & Associates spoke to Bloomberg’s Horizons Middle East and Africa anchor Joumanna Bercetche on the knock on effects of the defense spend on Middle Eastern economies. (Source: Bloomberg)
Stocks pared back gains. The Dow and S&P 500 closed in the red Tuesday, falling back from earlier gains that were driven by hopes of the war in Iran ending quickly. The Nasdaq composite held onto a slight gain thanks largely to notable upswings in tech categories such as chips.
Stocks pared back gains. The Dow and S&P 500 closed in the red Tuesday, falling back from earlier gains that were driven by hopes of the war in Iran ending quickly. The Nasdaq composite held onto a slight gain thanks largely to notable upswings in tech categories such as chips.
TLDRs; Nvidia partners with Thinking Machines Lab to deploy one gigawatt of AI systems. Vera Rubin platform to accelerate frontier AI model training and enterprise access. Nvidia invests in long-term growth while advancing modular AI infrastructure. Gigawatt-scale deployment signals a new era in AI data center design. 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from Knock...
TLDRs; Nvidia partners with Thinking Machines Lab to deploy one gigawatt of AI systems. Vera Rubin platform to accelerate frontier AI model training and enterprise access. Nvidia invests in long-term growth while advancing modular AI infrastructure. Gigawatt-scale deployment signals a new era in AI data center design. 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Nvidia (NVDA) stock gained slightly as the company announced a multiyear collaboration with Thinking Machines Lab to deploy next-generation AI infrastructure, signaling strong growth prospects for both enterprise and research applications. The partnership commits to deploying at least one gigawatt of Nvidia’s Vera Rubin systems, marking one of the largest AI-focused infrastructure initiatives outside of previous OpenAI projects. The rollout is expected to begin early next year, providing substantial computational power for Thinking Machines Lab’s frontier AI models and platforms. Partnership to Expand AI Horizons The collaboration focuses on designing and implementing high-performance training and serving systems optimized for Nvidia’s architectures. Beyond simply supplying GPUs, the deal emphasizes modular rack-scale AI platforms capable of delivering massive compute throughput. NVIDIA Corporation, NVDA Thinking Machines Lab, known for its work on frontier AI models, will leverage these resources to enhance the development of open and enterprise-accessible AI systems. The initiative aims to broaden access to cutting-edge AI across research institutions, businesses, and the scientific community. Nvidia has also made a substantial financial investment to support the company’s long-term expansion, although specific terms were not disclosed. Analysts view the commitment as a strategic move to secure Nvidia’s position at the center of next-generation AI infrastructure. Gigawatt-Scale...
You've tucked away $1 million for retirement and understand that you'll have to begin taking required minimum distributions (RMDs) at age 73 (or 75 if you were born in 1960 or later). As you plan for retirement, though, you're not quite sure how much those RMDs will be. How much must you withdraw from your retirement account each year to satisfy Social Security Administration (SSA) requirements? T...
You've tucked away $1 million for retirement and understand that you'll have to begin taking required minimum distributions (RMDs) at age 73 (or 75 if you were born in 1960 or later). As you plan for retirement, though, you're not quite sure how much those RMDs will be. How much must you withdraw from your retirement account each year to satisfy Social Security Administration (SSA) requirements? The basic formula for figuring your RMD amount boils down to this: Your account balance divided by your life expectancy factor. Here's what that means in plain English. Age matters Let's say you're turning 73 this year. The IRS' life expectancy table gives you a denominator of 26.5. Dividing $1 million by 26.5 yields $37,736. Your RMD for the year is therefore $37,736. If you were turning 75 this year, your RMD would increase to $40,650, and by age 80, it would be $49,505. As you grow older, you have fewer projected years to live. This means you're dividing your account balance by a smaller number, resulting in a higher taxable withdrawal amount. Calculating your own RMD, step by step If you'd like to calculate the amount you must withdraw, here's how it's done: Locate your account balance on Dec. 31 of the prior year. Make a note of how old you'll be on your birthday in the current year. Look at the life expectancy factor in the appropriate IRS table. Divide your account balance by the life expectancy factor. Which accounts do RMDs apply to? You use a retirement account to help you plan for retirement. The government uses RMDs to collect taxes on money you contributed pre-tax while you were working. Here's a list of the types of accounts RMDs cover: 401(k) plan 403(b) plan 457(b) plan Traditional IRAs Rollover IRAs SEP IRAs SARSEPs SIMPLE IRAs Profit-sharing plans Important things to know about RMDs The more you know about how RMDs work, the less intimidating they seem. Here are three other facts that may come in handy: RMDs are not all you can withdraw: While RMDs represen...
We have put together stories from our coverage of China’s ongoing “two sessions”. If you would like to see more of our reporting, please consider subscribing China’s premier pledged to champion “orderly” multipolarism and “inclusive” globalisation at the opening ceremony of the National People’s Congress (NPC) in Beijing. President Xi Jinping arrives to the opening ceremony of the National People’...
We have put together stories from our coverage of China’s ongoing “two sessions”. If you would like to see more of our reporting, please consider subscribing China’s premier pledged to champion “orderly” multipolarism and “inclusive” globalisation at the opening ceremony of the National People’s Congress (NPC) in Beijing. President Xi Jinping arrives to the opening ceremony of the National People’s Congress at the Great Hall of the People in Beijing. Photo: AP President Xi Jinping urged China’s major provincial economies to take the lead in technological innovation and strengthen their resilience to external shocks over the next five years. Beijing laid out a list of priorities for the economy, innovation and the military for this year at the opening session of the NPC – here are the major takeaways, including economic targets and plans for the private sector.
How Europe's Economic 'Center Of Gravity' Has Shifted Since 1950 Europe’s economic balance point has been slowly drifting east for decades. This map traces the continent’s GDP-weighted “center of gravity” from 1950 to 2022, showing how Europe’s economic core has shifted from near Cologne toward Munich over time. The visualization, via Visual Capitalist, created by The European Correspondent using ...
How Europe's Economic 'Center Of Gravity' Has Shifted Since 1950 Europe’s economic balance point has been slowly drifting east for decades. This map traces the continent’s GDP-weighted “center of gravity” from 1950 to 2022, showing how Europe’s economic core has shifted from near Cologne toward Munich over time. The visualization, via Visual Capitalist, created by The European Correspondent using data from the Maddison Project Database , reveals how decades of growth in Central and Eastern Europe have gradually reshaped the continent’s economic geography. What Is an Economic “Center of Gravity”? The economic center of gravity is a geographic point calculated by averaging countries’ locations weighted by their GDP. In simple terms, it marks the location where Europe’s economic activity would balance if GDP were distributed like weight on a map. As economies grow or shrink relative to each other, the center moves accordingly. When western economies dominate, the center shifts west; when eastern or southern regions grow faster, the point moves in their direction. This method provides a simple but powerful way to visualize long-term changes in regional economic influence. Postwar Europe: Western Dominance In the decades following World War II, Europe’s economic core sat firmly in the northwest. Industrial powerhouses like Germany, France, the UK, and the Benelux countries drove most of the continent’s output. This concentration kept the center of gravity near Cologne in the mid-20th century. Western Europe’s rapid reconstruction and integration—through institutions like the European Economic Community—reinforced this geographic economic core. Germany in particular has long played an outsized role in Europe’s economy. In fact, the country’s output rivals that of dozens of its neighbors combined . The Rise of the East Since the end of the Cold War, the center has gradually shifted eastward. The collapse of the Soviet bloc opened Central and Eastern European economies to g...
imaginima/iStock via Getty Images I believe no serious investor questions whether CoreWeave, Inc.'s ( CRWV ) demand for GPU capacity will continue to be important as AI adoption accelerates. The question has clearly become whether CoreWeave can achieve profitability ahead of balance sheet pressures, even as the company has again demonstrated exceptional growth in its most recent results. I think t...
imaginima/iStock via Getty Images I believe no serious investor questions whether CoreWeave, Inc.'s ( CRWV ) demand for GPU capacity will continue to be important as AI adoption accelerates. The question has clearly become whether CoreWeave can achieve profitability ahead of balance sheet pressures, even as the company has again demonstrated exceptional growth in its most recent results. I think the debate surrounding CoreWeave is overly simplistic, with investors falling into either the believer camp or the skeptic camp. I consider both perspectives possible as the demand for the company’s infrastructure could be incredibly strong, but the process of achieving profitability is complex. Demand for AI compute is real, and CoreWeave’s $66.8 billion backlog alongside 168% revenue growth suggests the company sits directly at the center of that structural expansion. If management successfully converts that contracted demand into energized capacity and improves margins, the business could evolve from a high-growth cloud provider into a foundational AI infrastructure utility. CoreWeave Is Emerging as the AI Compute Utility CoreWeave’s latest results certainly reflect that environment well. They generated $5.1 billion in revenue during 2025. This represents revenue growth of 168% year over year. The fourth quarter alone saw $1.6 billion in revenue generated while maintaining an adjusted EBITDA margin of 57%. It is certainly hard to say that the growth in AI infrastructure is slowing down. Q4 Presentation CoreWeave is certainly providing numbers that would normally drive a stock significantly higher. Revenue growth is up 168% in just a single year. They have a backlog that is nearly $67 billion in size . They are projecting revenue growth that is nearly double that in the coming year. Yet despite all of these positive numbers, the stock has fallen by over 60% from its highs. This is why the investment outlook behind the company has become so binary in nature. Some believe th...
《科创板日报》3月11日讯 CPO行情持续火热，本周以来，包括汇绿生态、瑞斯康达、华工科技、光迅科技在内的多只个股，累计涨幅超过10%。 消息面上，黄仁勋以个人名义发表长篇博文“AI is a five layer cake”，其中写道：“我们才刚刚开始这项建设。我们已经投入了数千亿美元。还有数万亿美元的（AI）基础设施需要建设。” 在黄仁勋看来，AI产业架构就如同一块五层蛋糕，由能源、芯片、基础...
《科创板日报》3月11日讯 CPO行情持续火热，本周以来，包括汇绿生态、瑞斯康达、华工科技、光迅科技在内的多只个股，累计涨幅超过10%。 消息面上，黄仁勋以个人名义发表长篇博文“AI is a five layer cake”，其中写道：“我们才刚刚开始这项建设。我们已经投入了数千亿美元。还有数万亿美元的（AI）基础设施需要建设。” 在黄仁勋看来，AI产业架构就如同一块五层蛋糕，由能源、芯片、基础设施、模型、应用组成。“放眼全球，我们看到芯片工厂、计算机组装厂和AI工厂正在以前所未有的规模建设。这正在成为人类历史上规模最大的基础设施建设。”他表示。 今日TrendForce最新高速互连市场研究指出，英伟达下一代AI算力柜架构显示，未来GPU设计重心将转向更高密度的芯片互连，以及更高速的数据传输，机柜内芯片互连（Scale-Up）及跨机柜的大规模互连（Scale-Out）将成为规划数据中心的核心课题。 在此基础上， 使用铜缆的传统电气传输方案，受物理限制无法应对超大规模的数据搬运需求，光学传输方案因此获得发展空间 。TrendForce集邦咨询预估，CPO（共封装光学）在AI数据中心光通信模块的渗透率将逐年成长，有机会于2030年达35%。 本周一，美国银行在研报中指出，随着人工智能工作负载对传统铜导体的性能提出更高要求，光互连市场规模到2030年有望增长四倍至730亿美元。美银分析师Vivek Arya预计，英伟达将引领这场变革，可能成为首家将传统铜基服务器背板更换为CPO（共封装光学）的集成系统供应商。 就在下周，英伟达备受瞩目的年度开发者大会（GTC 2026）将在美国加州圣荷西如期举办。野村东方国际证券强调，投资者将期待英伟达公布共封装光学（CPO）技术的更多路线图细节，同时也将关注其适用于横向扩展网络的无限带宽（Quantum-X）和以太网（Spectrum-X）共封装光学交换机相关信息，以及潜在供应链合作伙伴的官宣。 此前，英伟达分别向Coherent和Lumentum各投资20亿美元并签订多年期战略采购协议，与两家公司共同开发下一代硅光子技术。国投证券认为，英伟达此次出手，与其2025年在数据中心交换机产品线中引入CPO技术的战略部署高度吻合。 国金证券指出，英伟达战略决心坚定，以资本绑定上游核心产能，scale-up域对光互联需求显著提升，此举旨在快速...
Most artificial intelligence (AI) development happens inside enormous, centralized data centers, which house thousands of specialized chips called graphics processing units (GPUs). Nvidia and Advanced Micro Devices are two of the world's top suppliers of GPUs, but Broadcom is also in the mix with customizable chips it calls AI accelerators. But AI infrastructure is made up of more than chips alone...
Most artificial intelligence (AI) development happens inside enormous, centralized data centers, which house thousands of specialized chips called graphics processing units (GPUs). Nvidia and Advanced Micro Devices are two of the world's top suppliers of GPUs, but Broadcom is also in the mix with customizable chips it calls AI accelerators. But AI infrastructure is made up of more than chips alone. Corning (GLW +5.49%) has become a top supplier of fiber-optic cables, which transmit data at a much faster rate than copper cables. Speed is everything in the AI race, so data center operators are buying Corning's fiber hand over fist right now. That's driving a surge in the company's revenue. Corning's stock price has rocketed higher by 170% over the last 12 months. It's crushing Nvidia, AMD, and Broadcom, which are up 61%, 94%, and 84% respectively over the same period. Here's why further gains might be ahead. AI data center operators are moving to fiber Nvidia's flagship Blackwell GPUs are often configured using the company's NV-Link racks. Each rack typically includes 72 GPUs, along with 36 central processors (CPUs) and several networking components. Each rack is connected using two miles of copper cable, but data center operators are quickly transitioning to fiber, which is a huge opportunity for Corning. Fiber is proven to transmit information at faster speeds, and over much longer distances, than copper, with minimal data loss. Many AI developers pay for cloud computing capacity by the minute, so faster processing speeds can result in substantial cost savings over time. Plus, while 72-GPU data center racks are the standard right now, every rack will eventually house hundreds of GPUs in the future, so the efficient transmission of data will become an even greater priority. That's why Facebook parent company Meta Platforms just secured its future supply of fiber. It signed a deal with Corning in January to purchase a whopping $6 billion worth of cables over the next ...
Key Points Corning is a leading supplier of fiber-optic cables for data centers, which transmit information far more efficiently than traditional copper cables. The company's CEO believes the market for data center optical fiber could triple, thanks to demand from the artificial intelligence (AI) industry. Corning stock isn't cheap right now, but the company has a pipeline of blockbuster deals tha...
Key Points Corning is a leading supplier of fiber-optic cables for data centers, which transmit information far more efficiently than traditional copper cables. The company's CEO believes the market for data center optical fiber could triple, thanks to demand from the artificial intelligence (AI) industry. Corning stock isn't cheap right now, but the company has a pipeline of blockbuster deals that could change that. 10 stocks we like better than Corning › Most artificial intelligence (AI) development happens inside enormous, centralized data centers, which house thousands of specialized chips called graphics processing units (GPUs). Nvidia and Advanced Micro Devices are two of the world's top suppliers of GPUs, but Broadcom is also in the mix with customizable chips it calls AI accelerators. But AI infrastructure is made up of more than chips alone. Corning (NYSE: GLW) has become a top supplier of fiber-optic cables, which transmit data at a much faster rate than copper cables. Speed is everything in the AI race, so data center operators are buying Corning's fiber hand over fist right now. That's driving a surge in the company's revenue. 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 » Corning's stock price has rocketed higher by 170% over the last 12 months. It's crushing Nvidia, AMD, and Broadcom, which are up 61%, 94%, and 84% respectively over the same period. Here's why further gains might be ahead. AI data center operators are moving to fiber Nvidia's flagship Blackwell GPUs are often configured using the company's NV-Link racks. Each rack typically includes 72 GPUs, along with 36 central processors (CPUs) and several networking components. Each rack is connected using two miles of copper cable, but data center operators are quickly transitioning to fiber, which is a huge opportunity for Cor...
Most artificial intelligence (AI) development happens inside enormous, centralized data centers, which house thousands of specialized chips called graphics processing units (GPUs). Nvidia and Advanced Micro Devices are two of the world's top suppliers of GPUs, but Broadcom is also in the mix with customizable chips it calls AI accelerators. But AI infrastructure is made up of more than chips alone...
Most artificial intelligence (AI) development happens inside enormous, centralized data centers, which house thousands of specialized chips called graphics processing units (GPUs). Nvidia and Advanced Micro Devices are two of the world's top suppliers of GPUs, but Broadcom is also in the mix with customizable chips it calls AI accelerators. But AI infrastructure is made up of more than chips alone. Corning (NYSE: GLW) has become a top supplier of fiber-optic cables, which transmit data at a much faster rate than copper cables. Speed is everything in the AI race, so data center operators are buying Corning's fiber hand over fist right now. That's driving a surge in the company's revenue. 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 » Corning's stock price has rocketed higher by 170% over the last 12 months. It's crushing Nvidia, AMD, and Broadcom, which are up 61%, 94%, and 84% respectively over the same period. Here's why further gains might be ahead. Image source: Getty Images. AI data center operators are moving to fiber Nvidia's flagship Blackwell GPUs are often configured using the company's NV-Link racks. Each rack typically includes 72 GPUs, along with 36 central processors (CPUs) and several networking components. Each rack is connected using two miles of copper cable, but data center operators are quickly transitioning to fiber, which is a huge opportunity for Corning. Fiber is proven to transmit information at faster speeds, and over much longer distances, than copper, with minimal data loss. Many AI developers pay for cloud computing capacity by the minute, so faster processing speeds can result in substantial cost savings over time. Plus, while 72-GPU data center racks are the standard right now, every rack will eventually house hundreds of GPUs in the future, so the efficient transmis...
Since 1957, the S&P 500 (^GSPC 0.21%) has returned an average of 184% during bull markets. But the index has only returned 54% since the current bull market began on Oct. 12, 2022, and I doubt it will come anywhere close to the average. In fact, I think the bull market will end in 2026 due to a combination of policy uncertainty surrounding midterm elections, tariffs imposed by President Trump, and...
Since 1957, the S&P 500 (^GSPC 0.21%) has returned an average of 184% during bull markets. But the index has only returned 54% since the current bull market began on Oct. 12, 2022, and I doubt it will come anywhere close to the average. In fact, I think the bull market will end in 2026 due to a combination of policy uncertainty surrounding midterm elections, tariffs imposed by President Trump, and high valuations. Here are the important details. Stocks often decline sharply during midterm election years Midterm elections make investors nervous. The political party in the White House tends to lose seats in Congress, and the losses are usually substantial. In fact, in midterm elections since 1958, the political party in charge has lost an average of 24 House seats and three Senate seats. That creates uncertainty. Investors don't know if the president's political party will retain a sufficient number of seats to keep fiscal, trade, and regulatory policies moving forward. So, investors often pull money out of the stock market until midterm elections are done and the uncertainty dissipates. Not surprisingly, the S&P 500 tends to perform very poorly around midterm elections. Since 1958, the index has fallen by a median of 19% at some point during midterm election years. In other words, history says there is a 50-50 chance the S&P 500 declines at least 19% at some point in 2026. Tariffs and rising oil prices threaten to slow economic growth A study conducted by economics professors Gita Gopinath (Harvard) and Brent Neiman (Chicago Booth) found that U.S. companies and consumers paid 94% of President Trump's tariffs in 2025. A study published by the Federal Reserve Bank of New York arrived at a similar conclusion, as did a study from the Kiel Institute. So what? President Trump has often claimed foreign exporters are paying tariffs. But each dollar in tariff revenue the government siphons away from U.S. companies and consumers is one that could have been spent to support the...
Key Stats for Oracle Stock Pre-market price change for Oracle stock: 9% 9% $ORCL Share Price as of Mar. 10: $149 $149 52-Week High: $345 $345 $ORCL Stock Price Target: $250 Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>> What Happened? Oracle (ORCL) stock is up 9% in pre-market after the company reported a strong fiscal third quart...
Key Stats for Oracle Stock Pre-market price change for Oracle stock: 9% 9% $ORCL Share Price as of Mar. 10: $149 $149 52-Week High: $345 $345 $ORCL Stock Price Target: $250 Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>> What Happened? Oracle (ORCL) stock is up 9% in pre-market after the company reported a strong fiscal third quarter and raised its revenue forecast for 2027. Here’s a quick look at how Oracle did versus what Wall Street expected: Earnings per share : $1.79 adjusted vs. $1.69 expected : $1.79 adjusted vs. $1.69 expected Revenue: $17.19 billion vs. $16.91 billion expected Total revenue grew 22% year over year. Cloud revenue hit $8.9 billion, up 44%. Cloud infrastructure was the standout, growing 84% to $4.9 billion. That’s a step up from 68% growth last quarter. Management also raised its fiscal 2027 revenue target by $1 billion, now guiding for $90 billion. Analysts had expected $86.6 billion, so that’s a meaningful beat on guidance. ORCL Stock Q3 Earnings vs. Estimates in Billion USD (TIKR) On the earnings call, co-founder Larry Ellison was blunt about where Oracle stands in the AI race. “That’s why we think we’re a disruptor,” he said, pointing to Oracle’s push to embed AI agents directly into its software products. See analysts’ growth forecasts and price targets for Oracle stock (It’s free) >>> What the Market Is Telling Us About Oracle Stock Oracle stock has had a rough stretch. It was down about 50% from its September highs before this report, and is still down 23% year-to-date. Investors had real concerns — the company took on heavy debt to fund its AI buildout, and renting out GPU capacity carries thinner margins than selling software. ORCL Stock Valuation Model (TIKR) This earnings report doesn’t erase those concerns, but it does give bulls something to work with. The 84% growth in cloud infrastructure and the $553 billion in remaining performance obligations show that demand ...