DataStrike Offers Three Fabric Engagements to Meet Customers Where They are in their Fabric Journey PITTSBURGH, March 10, 2026 /PRNewswire/ -- DataStrike, a leader in 100 percent onshore database, cloud, and business intelligence managed services, announced today that it has expanded its Microsoft Fabric services to support organizations adopting Microsoft's unified analytics platform. As more companies look to simplify their data estates and prepare for AI-driven use cases, DataStrike is seeing increased demand for hands-on guidance around Fabric architecture, migrations, optimization, and ongoing operations. DataStrike logo (PRNewsfoto/DataStrike) Microsoft Fabric brings together data engineering, data science, data warehousing, real-time intelligence, and Power BI into a single platform built on OneLake. While the promise of consolidation and faster insight is driving strong interest, many teams are discovering that Fabric requires thoughtful design and operational discipline to deliver consistent results at scale. Many organizations adopt Microsoft Fabric with high ambitions but struggle once the platform moves into production. Common challenges include late insights, performance slowdowns, unpredictable capacity costs, skill shortages, governance gaps, conflicting reports, stalled proof-of-concepts, and AI outputs that lack credibility. Fabric is easy to deploy. Executing it under real workloads is harder. "Fabric has changed how organizations think about analytics platforms," said Rob Brown, President and COO of DataStrike. "But getting value from it depends on how well it's designed, how workloads are separated, and how costs and performance are managed over time. That's where customers are asking for help. With Fabric, customers are trying to move quickly, but they don't want to create another platform they have to unwind later. Our goal is to help them get it right early and keep it running well as the business evolves." DataStrike's expanded services are d...

Shares of Vertiv Holdings Co VRT jumped 9.3% on March 9 after it was announced that the data-center infrastructure company, which is part of the Zacks Computers - IT Services industry, will be added to the S&P 500 Index, effective March 23. The news sparked strong buying interest from investors, as inclusion in the widely tracked benchmark typically leads to increased demand from index funds and exchange-traded funds that replicate the S&P 500. VRT’s entry into the benchmark index reflects the company’s growing importance in the global technology infrastructure ecosystem. The firm provides critical digital infrastructure technologies and services, including power management, thermal management and integrated solutions for data centers, communication networks and commercial environments. With the rapid expansion of cloud computing, artificial intelligence (AI) workloads and hyperscale data centers, demand for Vertiv’s products and services has been rising steadily. The S&P 500 is widely considered the most important benchmark for U.S. equities, tracking the performance of 500 of the largest publicly traded companies in the United States. Joining the index marks a significant milestone for Vertiv, highlighting its rapid growth and strengthening its profile among global investors. On March 9, VRT’s stock price briefly hit $265, its highest ever recorded level. This Zacks Rank #2 (Buy) stock has soared 218.1% in the last 12-month period against its sub-industry’s 19% decline. Two of VRT’s closest competitors, Super Micro Computer, Inc. SMCI and Wipro Limited WIT, have lost 21.6% and 26.4%, respectively in the same period. While SMCI carries a Zacks Rank #3 (Hold), WIT has a Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Bottom Line Vertiv’s recent stock performance has been supported by strong investor enthusiasm for companies linked to the data-center and AI infrastructure boom. As technology giants continue to in...

The SpaceX IPO will be Earth-shattering, as the valuation is astronomical and the risks abound. Investors have options, but waiting may not be one of them.

当前A股市场稳健的核心逻辑在于“政策托底+产业升级+估值恢复”三重驱动。 2月28日美以对伊朗发动战争以来，中东局势紧张，霍尔木兹海峡航运受阻，国际油价飙升，黄金价格大幅波动。受国际环境影响，近日我国A股市场油气板块波动大，但整体A股市场仍处于稳健状态，表明A股市场正从传统“政策市”向成熟“市场市”迈进。 A股市场稳健的核心逻辑 2025年美国总统特朗普再次入主白宫后，推出了一系列对外打压与内部重塑并行的政策组合，加剧了全球贸易体系的不确定性，尤其是对主要贸易伙伴和战略竞争者的中国，这种影响更为直接而深远。然而，2025年我国A股市场活跃度处于历史较高水平，全年成交额为420万亿元，较2024年同比增长超30%，日均交易额达1.72万亿元，连续12个月维持在1.2万亿元以上。2026年初更是创下‌单日3.45万亿元‌的历史新高，进入新交易能级。 当前A股市场稳健的核心逻辑在于“政策托底+产业升级+估值恢复”三重驱动，是向成熟的“市场市”迈进的重要过渡期，主要体现为： 第一，政策层面多重利好，为市场提供强劲支撑。 一是货币政策持续降息降准，保障市场流动性。二是积极财政政策增加发行地方政府债券，提振地方经济发展。三是地方持续出台房地产新政，放松限购政策。四是“两重”建设持续推进，重点领域基础设施投资增长较快。五是资本市场并购重组新政策，促进了市场内在活力，提升了市场风险偏好。 第二，产业转型升级，科技股板块价格高涨。 一是我国在硬科技、数智化等领域取得较快发展，资本市场高风险、偏好成长型的科技股板块价格高涨。二是龙头板块主要是以人工智能、芯片半导体、机器人、创新药、新能源产业等新质生产力为代表的新经济领域。三是“并购六条”促进了上市公司对产业整合持续加速，不仅通过并购产业链上下游的资产来加强产业协同，而且通过并购优质科技企业进行产业转型升级。四是各地积极培育新质生产力，大力推进产业高端化、智能化和绿色化转型，科技创新和产业深度融合，为新兴产业发展提供持续动力。 第三，加强控股上市公司市值管理，跌破净资产上市公司估值得到较好恢复。 对股票流动性差、基本失去功能作用的跌破净资产的上市公司，鼓励以合并等方式进行资产重组。 此外，A股市场稳健也与提振消费效应、房地产市场不景气等导致居民投资转向股市有一定关系。A股从传统“政策市”向成熟“市场市”迈进，不仅仅在于政策叠加效应，更多...

Alphabet Inc. (NASDAQ:GOOG) is one of the top stocks that will make you rich in 10 years. Alphabet Inc. (NASDAQ:GOOG) announced on March 5 an expanded collaboration between Waystar and Google Cloud, aimed at accelerating its agentic AI capabilities and advancing the industry to an autonomous revenue cycle. Waystar is a provider of leading healthcare payment software, delivering mission-critical infrastructure necessary for healthcare providers to get paid. Alphabet Inc. (NASDAQ:GOOG) further reported that the expanded partnership entails Waystar further enhancing its AI-powered platform with greater strategic integration of Google Cloud's Gemini models and data infrastructure. The partnership would allow higher hyperscale deployment across complex revenue cycle workflows, resulting in a further acceleration of Waystar’s innovation roadmap, launching and building advanced automation capabilities faster. It further reported that the collaboration’s next phase unlocks transformational use cases for agentic AI by uniting and deploying a singular combination of financial and clinical intelligence. Alphabet Inc. (NASDAQ:GOOG) is a holding company with segments including Google Services, Google Cloud, and Other Bets. The Google Services segment operates various services and products, including Android, Google Maps, Google Play, Chrome, Search, and YouTube. While we acknowledge the potential of GOOG as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Follow Insider Monkey on Google News.

埃克森美孚 公司计划将其法定注册地迁至得克萨斯州，此前该公司已在新泽西州注册成立逾一个世纪。 这家石油企业在周二提交的委托文件中表示，此次迁移将使其在更有利的商业环境中运营——当地官员更熟悉其业务运作，能为决策提供更强的确定性，同时使其法定总部与实际总部保持一致。埃克森美孚已提请投资者在5月的年度股东大会上投票支持此次迁册。 埃克森美孚在文件中表示：“在得克萨斯州注册可能会降低未来针对得州公司及其董事和高管的滥诉风险。” 近年来，得克萨斯州一直通过低监管、低税收政策，并设立新证券交易所来吸引企业。 特斯拉 公司和Space X两年前均将其法定注册地从特拉华州迁至这片“孤星之州”（得州别称）。 雪佛龙 公司也于去年将实际总部从加利福尼亚州迁至休斯敦。 若埃克森美孚此次迁册成功，公司章程、董事受托责任及股东投票权等公司治理事务将转为遵循得州法律。该州的监管与政治环境对化石燃料行业的敌意也相对较低。 2024年，埃克森美孚曾提起诉讼，以阻止敦促其应对温室气体排放问题的股东提案。该案件在投资者撤回提案并同意不再提交类似提案后被驳回。去年，得克萨斯州出台新规，要求投资者至少持有100万美元股票方可提交股东提案，这实际上将中小股东拒之门外。 埃克森美孚表示，其大多数高管以及近三分之一的全球员工均以得克萨斯州为基地。 埃克森美孚的历史可追溯至1882年在新泽西州注册成立的标准石油托拉斯。该公司由约翰・D・洛克菲勒于1870年创立，到19世纪末已成为全球最大、最具影响力的石油生产商，控制着美国大部分炼油厂。1911年，美国最高法院作出具有里程碑意义的裁决，将该托拉斯拆解以促进行业竞争。新泽西标准石油公司是拆分后形成的最大一家公司，并于1972年更名为埃克森。 埃克森美孚与得克萨斯州的联系始于1919年，当时泽西标准石油公司（即埃克森前身）收购了汉布尔石油与炼油公司的股份。随着该州石油产量的增长，埃克森的业务也迅速扩张。埃克森一直将总部设在纽约，直至1989年宣布迁至达拉斯郊区欧文市。在首席执行官达伦・伍兹的领导下，埃克森于2023年再次将总部迁至休斯敦郊区的斯普林市。 责任编辑：李肇孚

财联社3月10日讯（记者 吴雨其） 今年很多投资者打开持仓，可能都有点复杂的心情。去年名声最响亮的冠军基金，今年以来不但没有续写神话，反而悄悄掉在了榜单中游，甚至出现净值回撤。 Wind数据统计显示，去年以233.29%收益夺得主动权益冠军的任桀管理的永赢科技智选，今年以来收益为-1.26%；去年以168.92%位居第二的韩浩管理的中航机遇领航，今年以来收益也为-1.99%，若把范围再拉大一些会发现，这并不是个别产品的偶然波动，而是去年一批高收益基金在今年集体失速的缩影。 更有意思的是，排位表的另一端，剧情几乎是反着演的。去年还在亏损区甚至排在后段的产品，今年却突然冲到了前列。何奇管理的西部利得新动力去年收益为-5.61%，今年以来却达到56.76%；西部利得策略优选去年亏9.64%，今年以来收益55.52%；西部利得行业主题优选去年仅有0.63%，今年以来也升至51.08%。 在一位公募权益投资总监看来，这一轮“冠军失速、黑马突围”的格局，并不完全是偶然。“去年跑在最前面的产品，往往仓位高、进攻性强，持仓高度集中在少数高景气赛道。”他认为，去年收益翻倍甚至两倍以上的产品，本身就处在一个极难复制的区间，“投资者如果把那样的收益率当成常态，反而容易产生预期错配。” 冠军魔咒再现 去年领跑者今年多在回调与踩刹车。 Wind数据统计显示，去年收益排名前20的基金，今年以来平均收益仅为6.67%，中位数为7.20%；其中有5只今年以来已经录得负收益，还有6只年内排名落入全市场后半区。换句话说，去年的头部阵营，并没有顺理成章地延续到今年，反而有不少产品从高位迅速滑落。 最典型的当然是去年的冠军基和亚军基。任桀管理的永赢科技智选去年收益高达233.29%，但今年以来为-1.26%，年内排名已落到11816位；韩浩的中航机遇领航去年收益168.92%，今年以来为-1.99%，年内排名也滑到12146位。 不仅如此，去年排名第6的中欧 数字经济 收益143.07%，今年以来为-2.32%；排名第9的兴证资管 金麒麟 兴享优选去年收益137.22%，今年以来为-1.59%；排名第15的景顺长城稳健回报去年收益131.91%，今年以来为-2.89%；排名第26的易方达科融去年收益119.05%，今年以来也为-2.21%。 这批产品去年的共同点很明显，大多带有浓厚的科技成长、数字经济、通...

在加力实施财政政策的同时深化财税金融体制改革。 今年政府工作报告（下称“报告”）对宏观政策作出一系列重要部署，明确提出“继续实施更加积极的财政政策”，并强调“推进财税金融体制改革”。这一系列政策安排，既体现了在复杂经济形势下稳定经济运行的政策取向，也反映出我国宏观治理更加注重政策协同与制度建设相结合。通过在加力实施财政政策的同时深化财税金融体制改革，可以在扩大总需求的同时优化制度环境、提升资源配置效率，从而为经济高质量发展提供更加坚实的制度基础。 实施更加积极的财政政策 在当前经济发展阶段，实施更加积极的财政政策，是巩固经济回升向好态势、稳定宏观经济运行的重要举措。 今年报告提出，赤字率拟按4%左右安排，赤字规模5.89万亿元；同时拟发行超长期特别国债1.3万亿元，并安排地方政府专项债券4.4万亿元。这一系列政策安排体现出积极财政政策持续加力的取向。政府投资具有明显的带动效应，通过财政资金的引导作用，可以有效撬动社会资本参与，形成投资放大效应，带动产业投资和基础设施建设，从而为稳定经济增长提供有力支撑。 在扩大总需求的同时，今年财政政策更加注重发挥结构性调节功能。报告提出要加大对科技创新、现代化产业体系建设、绿色低碳发展以及新型基础设施等重点领域的支持力度。通过优化财政支出结构，将更多财政资源投向创新驱动和产业升级相关领域，不仅有助于扩大有效投资，也有利于推动产业结构优化升级，为培育新的经济增长动能奠定基础。 从更长远的视角看，更加积极的财政政策不仅是应对经济周期波动的重要宏观调控工具，也是推动经济发展方式转变的重要政策手段。通过发挥财政资金的引导和撬动作用，可以促进资源向科技创新、新兴产业和现代产业体系集聚，加快形成新的发展动能，不断提升经济增长的质量与效率。 报告强调要持续加大对教育、医疗、社会保障等重点民生领域的投入，不断完善基本公共服务体系。民生支出的持续增加，不仅有助于提升公共服务水平，也有利于稳定居民预期、增强居民消费能力，从而进一步释放消费潜力。通过改善民生并扩大消费需求，可以不断增强经济发展的内生动力。 总体来看，在扩大财政支出规模的同时更加注重结构优化和政策精准发力，有助于实现稳增长与促转型的协同推进，为经济持续健康发展提供有力支撑。 深化财税体制改革 更加积极的财政政策需要以更加完善的制度体系为支撑。报告提出要“健全地方税体系，拓展地方税源”，并...

建设三大国际科技创新中心，是我国在新一轮科技革命和产业变革加速演进背景下抢占国际竞争制高点的一项关键性战略举措。 2026年政府工作报告提出，“建设北京（京津冀）、上海（长三角）、粤港澳大湾区国际科技创新中心”，旨在新一轮全球科技竞争和产业竞争中，抓住历史机遇，加快构建形成我国原始创新的重要策源地，推动科技创新和产业创新深度融合空间载体建设，培育代表中国参与全球科技竞争和产业竞争的区域化国家创新力量。 当前，人工智能引领的新一轮科技革命和产业变革，世界各国围绕前沿科技和产业发展正在展开前所未有的激烈竞争。在全国范围内布局建设三大国际科技创新中心，是我国在新一轮科技革命和产业变革加速演进背景下抢占国际竞争制高点的一项关键性战略举措。 与一般意义上的科技创新中心建设不同，新一轮的国际科技创新中心建设布局核心战略意图是，构建推动科技创新和产业创新深度融合的空间场景。因此，建设北京（京津冀）、上海（长三角）、粤港澳大湾区国际科技创新中心，可以为协同整合多元创新主体，打通基础研究、技术攻关、产业应用这一完整创新链条，提供必需的空间载体。 今天的国际竞争，已经不再简单体现在科学突破、技术领先，还体现在产业创新引领和企业全球竞争力，科技创新和产业创新相互交叉、互促共融、协同迭代，互为动力的“双螺旋”迭代上升特征日益明显。传统的科技创新组织模式和产业发展布局模式已经很难适应这一“双螺旋”迭代发展趋势。因此，要实现上述战略意图，国际科技创新中心的建设就必须运用新思维，布局新场景，塑造新生态。 首先，国际科技创新中心需要深植“科技+产业”的建设理念，既是科技创新引领区，也是产业创新活跃区，两大类创新群体要能够在功能上，甚至空间上实现“你中有我、我中有你”的高水平融合。其中的一个关键就是要坚持科技创新，特别是技术创新的产业需求导向，真正做到“产业出题、科技答题”。 其次，国际科技创新中心建设需要牢固树立企业科技创新主体地位。企业作为产业发展创新的微观主体和主力军，具有连接科技、市场、产业、经济的天然属性，是创新链和产业链的关键结合点，有助于推动科技创新锚定关键节点，并通过工程化体系、真实产业场景和产业生态，将创新成果嵌入产业链。因此，建设国际科技创新中心，需要加强企业主导的产学研融合，推动创新资源向企业集聚；需要以强化企业科技创新主体地位为依归，加快布局建设和完善诸如中试验证平台、全球科...

Tesla Inc. CEO Elon Musk is on his way to becoming a trillionaire, with a net worth of around $662 billion. This will receive a boost after the much-awaited initial public offering (IPO) of SpaceX. Elon Musk Hints At $ 1.75 Trillion Valuation The potential SpaceX IPO has been a topic of significant interest, especially after Musk hinted at a $1.75 trillion valuation. This valuation is driven by SpaceX’s ambitious plans for Mars colonization and orbital expansion. Don't Miss: The company is reportedly preparing to file confidentially for an IPO as early as next month, aiming for a June listing that could raise up to $50 billion, potentially surpassing Saudi Aramco’s $29 billion debut to become the largest IPO in history. Citigroup Joins IPO Process Citigroup Inc. has joined the list of banks preparing for the IPO. SpaceX is also considering a dual-class share structure to ensure Musk retains control post-IPO, a strategy similar to those used by Alphabet Inc. and Meta Platforms Inc.. With expectations that SpaceX’s market cap could rival those of Amazon.com Inc. and Meta, the IPO is poised to be a landmark event in the financial world. Trending: Before the IPO: How One Company Quietly Locked Up 500+ Iconic Character Rights Here's What The Prediction Market Is Saying Data from Kalshi, a federally authorized betting platform, shows that over $950,000 has been bet on the contract “When will SpaceX officially announce an IPO?" The "Before Aug. 1, 2026" option has the highest backing, with bettors placing a 81% probability on this option. The "Before Jul. 1, 2026" option also has a lot of backing, with bettors placing a 71% probability. The prediction market, however, is skeptical of the company announcing its IPO before June 1, with the option having only a 29% probability, as per bettors. Read Next: Photo courtesy: Shutterstock UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an ...

智东西3月10日报道，今天，图灵奖得主、前Meta首席科学家杨立昆（Yann LeCun）联合创办的世界模型创企AMI Labs 官宣融资10.3亿美元 （约合人民币70.87亿元），并宣布公司 将“正式启动” 。 本轮融资由 凯辉创新、Bezos Expeditions （亚马逊创始人贝佐斯的家族投资公司）等五家机构和天使投资人共同领投，战略投资者包括 英伟达、丰田创投、淡马锡 等知名企业，其他投资者包括 谷歌前CEO Eric Schmidt、三星 等。 另据TechCrunch报道，这笔融资对AMI Labs的投前估值为 35亿美元（约合人民币240.82亿元） ，投后估值暂未披露。 AMI Labs于今年1月正式成立，总部位于巴黎（这也是杨立昆的出生地）。 杨立昆在AMI担任董事长 一职，而 AI医疗公司Nabla的联合创始人Alexandre LeBrun担任AMI的首席执行官 。在接受TechCrunch采访时，LeBrun称：“我的预测是‘世界模型’将成为下一个热门词汇，六个月后，每家公司都将自称为世界模型以筹集资金。” Alexandre LeBrun AMI的联合创始人阵容豪华，前Meta AI研究科学家、纽约大学助理教授 谢赛宁担任首席科学官 ；香港科技大学电子与计算机工程系及计算机科学与工程系教授 冯雁（Pascale Fung）担任首席研究与创新官 ；前Meta欧洲区副总裁Laurent Solly担任AMI首席运营官；前Meta AI研究总监Michael Rabbat担任全球模型副总裁。 从左到右：谢赛宁、冯雁、Laurent Solly、Michael Rabbat 官网显示，AMI正在研发正在一种能够学习现实世界传感器数据抽象表示、忽略不可预测细节、并在表征空间中进行预测的模型，该系统能理解 现实世界、有持久记忆、能够推理和规划并且安全可控 ，可应用于 工业过程控制、自动化、可穿戴设备、机器人、医疗健康 等对可靠性、可控性和安全性要求较高的场景。 AMI官网 目前，AMI在巴黎、纽约、蒙特利尔和新加坡都设有办公室，其官网上正在招聘AI科学家、工程师等岗位。LeBrun还透露，AMI会将大量代码开源，“我们认为开源时进展更快，建立社区和研究生态系统符合我们的最大利益。” 结语：世界模型融资热度攀升，但仍处早期验证阶段 诚如AMI首席执行...

财联社3月10日讯（记者 闫军） “养龙虾”的风还是吹到了吹到了基金。 当前投资圈只有两个最热话题，一是美伊战争；二是龙虾概念。美伊战争因为特朗普再次“TACO”，地缘政治风险溢价快速回落，资金终于回到主题炒作上，“龙虾”概念彻底爆发。 3月10日，受海外“资本开支扩张过快”“AI取代软件”种种利空冲击的恒生科技指数迎来逆袭，上涨2.4%，“龙虾三兄弟”表现强势，迅策涨近33%，MINIMAX涨超22%，智谱涨近13%。 2月末，恒生科技指数较2025年10月高点回调超20%，进入技术性熊市，至3月4日触底，最大跌幅达25%。随着“养龙虾”引爆，恒生科技指数走出“三连阳”。难怪有投资者感慨：“龙虾”救了恒生科技ETF。 A股方面，科技成长板块迎来明显修复，资金回流特征突出。AI产业链相关方向成为市场最强主线，算力硬件板块集体爆发，其中光通信环节表现尤为亮眼，光模块指数上涨约8%，高景气度科技赛道重新被市场所重视。 券商研报对“养龙虾”点评热烈，基金公司方面，亦有公司推出养虾概念ETF借势营销。“装下卖虾”“养虾”“虾粮”均有ETF对应，帮助投资者了解“养龙虾”对应的受益基金。 当前虽有不少机构表示为可以基金经理、研究员提供AI赋能的服务，但是基金公司表示，基金经理在工作时间肯定用不了，“基于安全考虑，基金经理不可能在工作电脑上安装。”有业内人士直言。 “养龙虾”救了恒生科技ETF？ 尽管很火，还是要对“养龙虾”稍微解释一下。 “龙虾”是一款AI开源智能体OpenClaw的直译，OpenClaw和通用大模型不同，它已经不仅仅会动嘴，已经实现了帮人干活。可以接管电脑、服务器，自动完成文件整理、邮件发送、管理日程、生成代码等复杂操作。 相信大家还有印象，此前昙花一现的Manus同样属于智能体，在理想状态下，让你实现当老板，指挥AI干活。上一波券商PPT、分析师路演火速上线，数十家券商路演的热火朝天行情再现。“惊艳”这个词也曾经用在Manus身上。 不过，这一次热潮显然更加破圈了。 先是互联网大厂们生怕错过这一波技术浪潮，纷纷抢占山头。 腾讯前脚在深圳免费安装OpenClaw；小米后脚发布了号称国内首个手机端“龙虾”Agent应用，Xiaomi miclaw；阿里版本的“龙虾”JVS Claw开启内测；百度智能云多地开启免费线下安装“小龙虾”OpenClaw；抖音将推出首款...

Best Buy (BBY) reported a surprise sales slump in its key holiday shopping season. Same-store sales declined 0.8% in the fourth quarter, the company said Tuesday. Wall Street had hoped for a 0.2% increase after two straight quarters of positive growth. "We continue to see customers who are resilient, but they are definitely deal-focused," Best Buy CEO Corie Barry told Yahoo Finance in a call with reporters. Best Buy expects first quarter same-store sales to return to growth, rising 1%. Barry said more than 50% of its customers make more than $100,000 per year. Revenue for the fourth quarter totaled $13.81 billion, less than the $13.88 billion Wall Street had expected, per Bloomberg consensus data. Adjusted earnings per share came in higher at $2.61, more than the $2.46 the Street predicted. Best Buy stock is down more than 30% in the past year, but popped up more than 8% in early trading. For the full year, revenue came in at $41.69 billion, just below the $41.76 billion Wall Street predicted. Adjusted earnings per share came in at $6.43, $0.12 above Wall Street's estimates for $6.31. For the year, same-store sales grew 0.5%, less than the 0.9% increase Wall Street was looking for. For 2027, the company expects revenue to come in the range of $41.2 billion to $42.1 billion, alongside same-store sales that are expected to fall in a range between a 1% decline and 1% rise for the year. Adjusted earnings per share are expected to be in a range of $6.30-$6.60. This year, Best Buy is also watching the rise in memory costs as heightened demand impacts supply. Barry said it's "something our industry has faced in different peaks and valleys relatively often through the past 25 years." She added that the team is pulling in inventory, trying to provide its manufacturers with longer forecast horizons, working to find the right price points for consumers, and educating them on what's available. The team expects strength in computing and mobile phones to continue into 2026, after...

Best Buy (BBY) reported a surprise sales slump in its key holiday shopping season. Same-store sales declined 0.8% in the fourth quarter, the company said Tuesday. Wall Street had hoped for a 0.2% increase after two straight quarters of positive growth. "We continue to see customers who are resilient, but they are definitely deal-focused," Best Buy CEO Corie Barry told Yahoo Finance in a call with reporters. Best Buy expects first quarter same-store sales to return to growth, rising 1%. Barry said more than 50% of its customers make more than $100,000 per year. Revenue for the fourth quarter totaled $13.81 billion, less than the $13.88 billion Wall Street had expected, per Bloomberg consensus data. Adjusted earnings per share came in higher at $2.61, more than the $2.46 the Street predicted. Best Buy stock is down more than 30% in the past year, but popped up more than 8% in early trading. For the full year, revenue came in at $41.69 billion, just below the $41.76 billion Wall Street predicted. Adjusted earnings per share came in at $6.43, $0.12 above Wall Street's estimates for $6.31. For the year, same-store sales grew 0.5%, less than the 0.9% increase Wall Street was looking for. For 2027, the company expects revenue to come in the range of $41.2 billion to $42.1 billion, alongside same-store sales that are expected to fall in a range between a 1% decline and 1% rise for the year. Adjusted earnings per share are expected to be in a range of $6.30-$6.60. This year, Best Buy is also watching the rise in memory costs as heightened demand impacts supply. Barry said it's "something our industry has faced in different peaks and valleys relatively often through the past 25 years." She added that the team is pulling in inventory, trying to provide its manufacturers with longer forecast horizons, working to find the right price points for consumers, and educating them on what's available. The team expects strength in computing and mobile phones to continue into 2026, after...

Microsoft Corporation (MSFT) and Codelco Announce Signing of AI Deal for Mining Operations, Reuters Reports Insider Monkey

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"We were running away from the bombing! There's no safety!" he told the BBC. "I have little kids and the living conditions were already bad. You can only imagine how it is during wartime. I just want to keep my kids safe."

一个人可以很聪明，但如果他对你的世界一无所知，你也很难和他一起做事。 AI 也一样。 全民龙虾热潮还在持续。这个过程中最大的一个变化是，它让很多人尝试做一件事： 让 AI 真的开始干活。 不是聊天。不是问答。而是让 AI 去完成一些具体的工作：整理文档、更新数据、触发流程、生成报告。 一开始，大家讨论的焦点几乎都在模型上。 哪个模型更聪明？ 哪个 Agent 框架更好用？ 哪种自动化能力更强？ 但当实验真正开始之后，很多人很快遇到了一个完全不同的问题： Agent 应该放在哪里？ 理论上，它可以存在于很多地方： 浏览器插件、桌面应用、聊天窗口、网页后台。 但当人们尝试让 Agent 参与真实工作时，很快会发现一个现实，AI 其实不缺答案。它缺的是另一种东西： 上下文。 AI 当然可以回答问题。但如果它要替你完成一件具体的工作，它必须知道很多事情：你的文档在哪里，你的项目在做什么，你的团队如何协作，你的数据放在哪里。 换句话说，它需要理解你的工作环境。否则，所谓的智能体其实只是一个很聪明的陌生人。它知道很多知识，但对你的世界一无所知。 这就是为什么，当越来越多人开始认真做 Agent 的时候，问题开始从"哪个模型更强"变成了"Agent 该住在哪里"。 而这个问题，指向三种完全不同的答案： 钉钉把 Agent 放进流程，企业微信把 Agent 放进连接，飞书把 Agent 放进数据。 于是，有点意思的变化开始出现。当越来越多开发者尝试把 Agent 接入真实工作系统时，有一个产品开始越来越频繁地出现在这些玩法里：飞书。 AI 真正缺的不是模型 AI 产业在过去两年几乎一直围绕模型能力展开。参数规模、推理能力、多模态能力、成本效率。但当 AI 从聊天走向工作时，问题突然发生了变化。 模型依然重要。但它不再是唯一的问题。 因为当 AI 开始参与真实任务时，它需要三样东西： 模型、工具、上下文。 模型决定它能理解什么，工具决定它能做什么，而上下文决定一件更重要的事情：它知道该做什么。 很多开发者在做 Agent 的时候，很快会意识到：没有上下文的 AI，其实很难真正参与工作。它可以回答问题，但它很难理解一个组织正在做什么。 于是，一些实验开始出现新的方向，让 AI 直接接入工作系统。读取文档，更新表格，触发流程，调用工具。 而在这些应用里，飞书逐渐变得越来越常见。 原因其实...

One popular adage with investors is "follow the money." And the best performing mutual funds are tipping their hands to their actions.

Amazon.com, Inc. (NASDAQ:AMZN) is one of the top stocks that will make you rich in 10 years. Amazon.com, Inc.'s (AMZN) AWS Announces Launch of AI-Enabled Platform for Automation of Healthcare Administrative Tasks, Reuters Reports Reuters reported on March 5 that Amazon.com, Inc.’s (NASDAQ:AMZN) cloud unit, AWS, announced the launch of an AI-enabled platform, Amazon Connect Health, aimed at streamlining access to care for patients and reducing administrative work for healthcare providers. The agentic AI-led platform integrates with electronic health records used by clinicians for appointment scheduling, patient verification, clinical documentation, compiling medical histories, and medical coding, according to AWS. In another development, Reuters reported the same day that Amazon.com, Inc. (NASDAQ:AMZN) resolved an issue regarding its software code that had resulted in an hours-long ‌outage on its website for thousands of shoppers. According to ⁠outage-tracking website Downdetector.com and reported by Reuters, the disruption had begun around 2:00 p.m. ET, gradually easing to less than 650 incidents of people reporting complications with the website in the United States as of ​08:16 p.m. ET from a peak of about 22,000. It also stated that the actual number of affected users may be different from the statistics by Downdetector, as it bases the figures on user-submitted reports. Amazon.com, Inc. (NASDAQ:AMZN) provides its customers with a range of products and services. It offers advanced tools for AR and VR developers through its Amazon Web Services (AWS) platform. While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Month...

Amazon.com, Inc. (NASDAQ:AMZN) is one of the top stocks that will make you rich in 10 years. Amazon.com, Inc.'s (AMZN) AWS Announces Launch of AI-Enabled Platform for Automation of Healthcare Administrative Tasks, Reuters Reports Reuters reported on March 5 that Amazon.com, Inc.’s (NASDAQ:AMZN) cloud unit, AWS, announced the launch of an AI-enabled platform, Amazon Connect Health, aimed at streamlining access to care for patients and reducing administrative work for healthcare providers. The agentic AI-led platform integrates with electronic health records used by clinicians for appointment scheduling, patient verification, clinical documentation, compiling medical histories, and medical coding, according to AWS. In another development, Reuters reported the same day that Amazon.com, Inc. (NASDAQ:AMZN) resolved an issue regarding its software code that had resulted in an hours-long ‌outage on its website for thousands of shoppers. According to ⁠outage-tracking website Downdetector.com and reported by Reuters, the disruption had begun around 2:00 p.m. ET, gradually easing to less than 650 incidents of people reporting complications with the website in the United States as of ​08:16 p.m. ET from a peak of about 22,000. It also stated that the actual number of affected users may be different from the statistics by Downdetector, as it bases the figures on user-submitted reports. Amazon.com, Inc. (NASDAQ:AMZN) provides its customers with a range of products and services. It offers advanced tools for AR and VR developers through its Amazon Web Services (AWS) platform. While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Month...

Amazon.com, Inc.’s (AMZN) AWS Announces Launch of AI-Enabled Platform for Automation of Healthcare Administrative Tasks, Reuters Reports finance.yahoo.com

Amid an unforgiving global news cycle – and as nations weigh their options in responding to the yet unbuilt West Bank settlement project that would “bury the idea of a Palestinian state” – a telling sanctions-related development in Israel passed largely unnoticed outside Israeli media. In Tel Aviv, the new year began with a protest by a violent extremist settler group that has faced UK sanctions since October 2024. The trigger was a new Israeli banking directive, rushed out to placate Israel’s hardliners, that they said did too little to shield Israelis from international sanctions. The protest – and the response from the pro-settlement extremist finance minister Bezalel Smotrich, who himself faces sanctions from Australia, Canada and the UK) – makes one thing clear: sanctions on extremist Israelis are working, and this remains true even after the Trump administration rolled back all Biden-era sanctions on Israeli settlers last year. That lesson carries immediate relevance as governments now have an opportunity to give teeth to their long-standing opposition to the E1 settlement plan – a move that would fracture the territorial contiguity of the West Bank and the viability of a Palestinian state. The tenders, which seek bids from developers, call for proposals to develop 3,401 housing units in E1 – a stretch of land east of Jerusalem – and are expected to be awarded on 16 March. Smotrich, who oversees the West Bank settlement planning body that approved the E1 settlement plan, has simultaneously waged war on the settler sanctions movement since its inception two years ago. In February 2024, Smotrich publicly browbeat Israeli banks and regulators for complying with sanctions on Israeli settlers, vowing to use “all available tools” to prevent banks from enforcing the sanctions. double quotation mark The imminent advancement of the E1 settlement plan will test whether nations are prepared to enforce their red lines or acquiesce to US-backed impunity for Israel The foll...

Inside the $5B chip lab where Applied and Micron race for faster AI memory Stock Titan

Nandani Bridglal/iStock Editorial via Getty Images Visiting the gas pump is a nearly weekly ritual for most of us, especially if you have a long commute to work. Gas prices don't really matter that much to you because you have to have the fuel to get to the job you're going to. Often, the price of gas is referred to as the "commuter tax." With the advent of electric vehicles, many believed fuel demand would decline; however, even in the COVID era, fuel demand remained extremely strong. COVID did provide a decline in fuel demand because of the shutdowns in different parts of the United States and around the globe, but once the shutdowns ended, pent-up demand for travel and getting out of the house caused fuel demand to recover strongly and continue to increase. Electric vehicles have not caused a meaningful dent in the demand for fuel so far. With the expiration of the electric vehicle tax credit within the United States causing the cancellation of many electric vehicles by major auto manufacturers across the United States market, fuel demand within the US is not expected to really meaningfully decline in the near term. Ford ( F ) canceled the F-150 Lightning. It was the best-selling EV truck in the market. When compared to the volume of gas and diesel powered vehicles that Ford was selling, the F-150 Lightning was barely scratching the surface of demand. To put it in numbers, the Lightning sold 23,024 units in 2025 as of October, but the entire F-150 series sold over 597,000 units. Ford cited consumer demand as the reason for canceling the truck. Stellantis ( STLA ) canceled its entire suite of EVs, booking a massive loss as they were underperforming their expectations and were costly to build. If you've ever been on a road trip, you know the ritual of when you get to the gas station. You jump out. You use the restroom. You grab some snacks. You fill up your vehicle. You continue on your way. What many of us don't realize when we stop at the gas station is that the ...

Jonathan Kitchen/DigitalVision via Getty Images Introduction It’s not a secret to anyone that SaaS companies (software-as-a-service) were plunging this year in 2026, and this period has already gotten a name: the "SaaS-pocalypse." Basically, it means that between mid-January and mid-February, approximately $1 trillion in market value was wiped out from this industry. Even though the recovery has already begun, iShares Expanded Tech-Software Sector ETF ( IGV ) is down over 16% YTD, WisdomTree Cloud Computing Fund ETF ( WCLD ) is down by 15%, and Global X Cloud Computing ETF ( CLOU ) is down over 12%. Data by YCharts The general fear comes from the fact that SaaS usually relies on a subscription model, which means every company buys a number of seats or users who can use this software to perform different tasks at work. For example, if we’re talking about a tool for project management and the company has a team lead, a couple of products, and maybe some developers working together, the company will buy a license for all of those people. Now, the market is afraid that AI will actually replace human workers. As a result, fewer workers may translate into fewer seats bought by businesses from software as a service. But you can already see why this is a really problematic thing to assume. To start with, I don’t see any real proof that AI is actually switching out human workers yet. Sure, I see how people can become way more productive, but using AI effectively still requires a human who knows exactly what they’re doing. They have to know how to write prompts and how to get the AI to deliver what is asked of it. So, right now, AI can’t be a replacement for a person; it’s just making the person better at their job. Here, most likely, you will argue that we’re seeing all these massive layoffs right now, and companies love to hint, or even say straight, that it's all thanks to AI "efficiency." But to be honest with you, I’m very skeptical about it. I think the current hype jus...

Drew Perkins has been inventing computer network tech and building startups since the dawn of the internet age. Now he’s back as a co-founder and CEO of AI networking startup Eridu that’s officially coming out of stealth on Tuesday with an oversubscribed $200 million Series A round. The round was led by Socratic Partners, renowned VC John Doerr, Matter Venture Partners, and others. Eridu has now raised a total of $230 million, the company said. Perkins began his career in the 1980s, and helped create the Point-to-Point Protocol (PPP) that became a key part of TCP/IP, the protocol upon which the internet relies. In 1999, the optical switch company he co-founded, Lightera Networks, was sold to Ciena for over $500 million. Next was Infinera, which IPO’d and was later sold to Nokia for $2.3 billion in 2025. He also co-founded Gainspeed (also sold to Nokia) and, most recently, the AR startup Mojo Vision. But after OpenAI released ChatGPT, Perkins had an epiphany. In February 2023, Perkins and OpenAI CEO Sam Altman were speaking at a small conference. They got to chatting, and “Sam told me that what enabled AI and ChatGPT was just enormous amounts of compute. At which time, I think he meant 4,000 GPUs, but now we’re talking about millions of GPUs,” Perkins told TechCrunch. He realized from that conversation that the bottleneck to progress won’t just be access to more chips; it will be the methods the chips use to communicate with one another across their systems. “What we needed to do in the networking sector, in the networking industry, was come up with a brand-new way of thinking about how you build networks and build network equipment, network chips, and the entire thing.” By late 2023, Perkins had met his co-founder, Omar Hassen, whose roots are in networking chip design for the big industry players like Broadcom and Marvell. In 2024, they founded Eridu. Techcrunch event Disrupt 2026: The tech ecosystem, all in one room Your next round. Your next hire. Your next break...

Stage 3 — Unified Support Multiplier (+25% cumulative, +$1.1M): Microsoft Unified Support is contractually priced at 8 to 12 percent of total Microsoft spend. As base EA costs rise through Stages 1 and 2, Unified Support fees escalate proportionally and automatically—a structural amplifier that converts every Microsoft list price increase into a compounding second charge. Stage 2 — M365 Copilot Bundling (+14% cumulative, +$0.5M): Effective July 1, 2026, Microsoft is raising commercial pricing for Microsoft 365 E3 and E5 plans to reflect the mandatory inclusion of AI capabilities including Copilot. The increase applies universally; there is no opt-out provision for enterprises that have not deployed Copilot or have not validated its productivity impact. Stage 1 — EA Tier Discount Elimination (+9%, +$0.9M): Effective November 1, 2025, Microsoft eliminated volume-based pricing tiers B through D for all Online Services under the Enterprise Agreement, per its official licensing announcement. Every EA customer—regardless of scale—now pays Level A list pricing. Organizations previously at Level C or D face 9 to 12 percent increases at renewal with no mechanism to recover the lost volume discount. US Cloud's analysis maps the compounding cost trajectory for a representative $10 million annual Enterprise Agreement—a profile common to large commercial enterprises carrying a standard mix of Microsoft 365, Azure, Dynamics 365, Windows, and on-premises licenses: "Microsoft is spending at a scale that requires its enterprise customer base to absorb the cost," said Robert LaMear, Founder of US Cloud. "The EA tier elimination, the M365 repricing, and the Unified Support multiplier are not isolated events. They constitute a coordinated revenue reset engineered to fund a $37.5 billion quarterly infrastructure bill. Enterprises that fail to respond strategically will subsidize Microsoft's AI ambitions irrespective of whether those ambitions are delivering value to their own organizati...

NVIDIA and Celestica Lead Ethernet Switch Sales in AI Clusters with Nearly 50 Percent Combined Share REDWOOD CITY, Calif., March 10, 2026 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, Ethernet switch sales in AI back-end networks more than tripled and accounted for more than two-thirds of data center switch sales in AI clusters during the fourth quarter of 2025 and for the full year. Dell'Oro Group Logo. (PRNewsFoto/Dell'Oro Group) "The growing size of AI clusters, combined with ongoing supply chain constraints, is driving the need for vendor diversity and therefore for Ethernet," said Sameh Boujelbene, Vice President at Dell'Oro Group. "Amazon, Microsoft, Meta, Oracle, and xAI are all adopting Ethernet. Although InfiniBand continues to grow, Ethernet is expanding at a much faster pace." "The Ethernet vendor landscape in AI back-end networks remains highly competitive. In 2025, Celestica and NVIDIA led the market with a combined 50 percent share. Arista ranked third, despite a significant portion of its AI-related product revenue being deferred. Cisco has also started to accelerate its switch shipments in AI back-end networks with large hyperscalers. HPE/Juniper scored new accounts. Meanwhile, other new entrants are actively pursuing this opportunity. We expect the increasing need for vendor diversity at both the chip and system levels to drive continued share shifts and keep this market highly dynamic," added Boujelbene. Additional highlights from the 4Q 2025 Data Center Switch – AI Back-end Networks Report: 800 Gbps switches accounted for the vast majority of the Ethernet switch shipments and revenues in AI back-end networks during the quarter. 1600 Gbps is expected to begin shipping in the second half of 2026 and drive significant revenue growth as well as share shifts. About the Report Dell'Oro Group's Data Cente...