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寧德時代去年多賺逾四成 Now 新聞

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近日，上海市金山区人民政府与阿里云正式签署战略合作协议，双方将加速阿里飞天云智能华东算力中心建设（以下简称“阿里云金山算力中心”），打造基于“真武”芯片的超大规模算力中心。该中心将成为华东地区规模最大的智算枢纽之一，助力上海人工智能高地建设。（科创板日报）

记者从中国大唐集团了解到，大唐郓城630℃超超临界1号机组的单体调试将在今天(10日)完成。超超临界是火电（884146）领域的先进发电技术，指蒸汽参数远超水的临界点。压力超25兆帕、温度超580℃的燃煤机组即为超超临界机组。这项技术能让煤炭（850105）燃烧更充分，发电效率更高、污染排放更少。今天的调试是为了全力确保近期实现整套启动，按期并网发电。(央视新闻)

财联社3月10日讯（编辑 黄君芝） 据央视新闻报道，美国能源部长克里斯·赖特（Chris Wright）周一表示，美国政府“正在讨论”协调释放战略石油储备，以应对当前能源市场形势。 赖特还表示，美国在允许出售更多滞留在亚洲海域油轮上的俄罗斯石油方面“还有其他选择”。例如，上周晚些时候，华盛顿发布了一项为期30天的豁免令，允许继续向印度出售目前滞留在海上的俄罗斯原油。 “我们讨论的是协调释放战略石油储备，”赖特在科罗拉多州一家天然气厂对记者说。根据他的说法，美国战略石油储备位于德克萨斯州和路易斯安那州沿海，储存着4.15亿桶石油，比全世界四天的石油消耗量还多。 战略石油储备通常由国际能源署（IEA）协调释放。IEA负责人法提赫·比罗尔周一表示，霍尔木兹海峡的局势对石油市场构成“重大且不断增加的风险”。 他告诉七国集团（G7）财长，该集团成员国拥有超过12亿桶的公共应急石油储备，此外还有6亿桶的工业储备属于政府的管理范畴。 历史上，协调释放战略储备只发生过五次，其中两次发生在俄乌战争期间。在此之前，利比亚供应中断、卡特里娜飓风以及第一次海湾战争期间都曾动用过储备。 七国集团则同意密切关注能源市场动态，但目前尚未宣布任何释放计划。欧盟委员会负责经济事务的委员东布罗夫斯基斯在新闻发布会上表示，现在谈论针对中东局势将采取哪些具体政策措施还为时过早。他同时表示，已做好准备采取包括动用战略石油储备在内的必要措施。 此外，赖特还表示，目前并未考虑通过禁止石油出口来压低油价。 当天，国际油价坐上了刺激的“过山车”。周一亚盘时段，布伦特原油一度暴涨30%，至约120美元/桶。后因美国总统特朗普称战争可能很快就会结束，国际油价暴跌，作为全球油价基准的布伦特原油期货价格一度跌9%，至约84美元/桶。截止发稿，已回升至93美元附近。 “我认为这场战争基本已经结束了，差不多是这样。他们已经没有海军、没有通信系统，也没有空军。他们的导弹已经被打得零零散散。他们的无人机在各地被摧毁，包括无人机制造设施，”特朗普说。

伊朗伊斯兰革命卫队10日凌晨回应美国总统特朗普有关伊朗局势的言论时说，战事的结束将由伊朗决定。 伊朗伊斯兰革命卫队发言人说，特朗普试图通过谎言和欺骗对伊朗施加心理压力，“但伊朗以勇气和坚定的意志抵抗美国和以色列的侵略”，“战争的结束将由伊朗决定”。（新华社）

格隆汇3月10日｜欧股期货走高，欧洲斯托克50指数期货上涨1.2%，德国DAX指数期货上涨1.1%。

SK海力士开发出1C LPDDR6，第六代10NM级DRAM 2026-03-10 08:27:03 来源： 同花顺7x24快讯 分享 SK海力士开发出1C LPDDR6，第六代10NM级DRAM。

AST SpaceMobile (ASTS +0.47%) is one of the most aggressively valued stocks on the market. The company trades at a $39 billion market cap on just $54.3 million in trailing-12-month (TTM) revenue, a price-to-sales (P/S) ratio of over 382. Expand NASDAQ : ASTS AST SpaceMobile Today's Change ( 0.47 %) $ 0.42 Current Price $ 89.90 Key Data Points Market Cap $26B Day's Range $ 86.56 - $ 91.85 52wk Range $ 18.22 - $ 129.89 Volume 362K Avg Vol 16M Gross Margin -14399.31 % Why are investors paying such a premium for AST stock? If the company can deliver on its promise, the payoff could be enormous. AST is building a satellite constellation designed to deliver cellular broadband directly to standard smartphones. Its partners include AT&T, Verizon, Vodafone, and now TELUS -- carriers collectively serving billions of subscribers. If commercial service activates at scale, recurring revenue could reach tens of billions annually. It's also recently landed a defense contract, adding another potential revenue stream. Is AST SpaceMobile worth the risk? But that's a lot of "ifs." AST has a handful of satellites in orbit and plans to launch dozens more by year end, but it still has a long way to go, and there is significant execution risk. At this valuation, you're paying a premium for a future that's far from guaranteed. Still, there's enough of an opportunity here for investors with a very high risk tolerance.

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财联社3月10日讯（编辑 卞纯） 随着美伊战火导致霍尔木兹海峡运输中断，并严重扰乱全球能源市场，美国总统特朗普周一宣布将免除相关制裁以平抑油价。 综合CCTV国际时讯等媒体报道，美东时间3月9日下午，特朗普在佛罗里达州迈阿密的高尔夫俱乐部举行记者会时表示， 美国正在暂时免除部分与石油相关的制裁，以确保充足的石油供应并降低价格 。 特朗普称，“我们对一些国家实施了制裁。我们将暂时免除这些制裁，直到霍尔木兹海峡恢复正常。” 他没有对此进行详细说明，但据了解，美国上周已发布为期30天的临时豁免，允许目前滞留在海上的俄罗斯石油销往印度，以缓解全球石油市场的压力。 周一早些时候，有报道称，白宫正在考虑进一步放松对俄罗斯的制裁。 在这场记者会上，特朗普还称， 油价涨幅并未达到他此前担忧的程度 。 特朗普近日曾多次试图安抚投资者对油价飙升的担忧。他表示，油价上涨是暂时的，冲突结束后会很快回落。高油价对美国和世界的和平和安全来说是值得付出的代价。 对伊战事“很快”会结束 对于战争何时结束，特朗普在记者会上表示， 对伊朗的战事“很快”会结束，但“不会”在本周结束 。 这是特朗普当天第二次提及对伊战事时间表。周一早些时候，特朗普在一次电话采访中对记者表示，战争可能很快就会结束。 “我认为这场战争基本已经结束了，差不多是这样。他们已经没有海军、没有通信系统，也没有空军。他们的导弹已经被打得零零散散。他们的无人机在各地被摧毁，包括无人机制造设施，”特朗普说。 而此前一天（8日），特朗普对以色列媒体表示，将在“适当时机”作出结束对伊朗军事行动的最终决定。 本周一，国际油价剧烈震荡，坐上了“过山车”。由于更多中东石油供应国减产加剧了供应风险，油价早盘大幅飙升，作为国际基准的布伦特原油一度暴涨30%，至约120美元/桶。 不过，在有消息称，G7当日晚间将开会讨论联合释放紧急石油储备后，油价快速收窄涨幅。特朗普“对伊战争很快结束”的表态，也助推恐慌情绪消退。不过，布伦特原油当日仍收涨近7%。

Key Points Plug Power stock has been a value sink for shareholders over the past three decades. There are signs that Plug's cost-savings initiative is yielding legitimate results. Plug stock isn't a buy, but the company is definitely worth watching closely in 2026. 10 stocks we like better than Plug Power › Since its debut on public markets, Plug Power (NASDAQ: PLUG) stock has sparked excitement among those who recognized the company as an early leader in the burgeoning fuel cell and hydrogen industry. Over the past three decades, though, Plug's shares have vastly underperformed the S&P 500 (SNPINDEX: ^GSPC), and for a long time, I've been doubtful that the stock's trajectory would reverse. But some of the company's recent developments have motivated me to reconsider my position. I'm not ready to add Plug stock to my buy list just yet, though I am thinking more deeply about it for a couple of reasons. 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 » This C-suite change is A-1 in my book The first week of March marked a significant change in Plug's history: Andy Marsh stepped down as chief executive officer (CEO), and Jose Luis Crespo took the helm. While Marsh deserved credit for some of the company's accomplishments since 2008, on balance, shareholders have not benefited from his tenure. From the time of his appointment as CEO on April 8, 2008, to March 1, 2026, when he stepped down, Plug stock plummeted 95%. If you had invested $1,000 upon Marsh's hiring as CEO, you'd only be looking at $50 left of your investment. With Crespo now serving as CEO, there's new hope for shareholders. Profits are coming into focus -- kinda, sorta Plug hasn't achieved the same sort of success as its fuel-cell peer Bloom Energy, which is now consistently generating gross profits and operating cash flow -- two things th...

開市Go｜特朗普豪言促美股先插後升，G7釋放儲油，寧德時代績優 香港經濟日報HKET

Source: Bloomberg, 15:11

建设健康中国，绝不是简单的数字比拼，而是要从“以疾病治疗为中心”彻底转向“以人民健康为中心”。这对慢性病体现在：不是等病重了才去治，而是把早发现、早诊断、早治疗摆在前面，让早筛早治成为常态。让慢阻肺、高血压、糖尿病管理延伸到社区，让老百姓在家门口就能享受规范的健康服务。这一切都离不开科技创新，科技创新要真正成为引领健康事业的核心动力。科技创新要顶天立地为人民。在健康事业发展中，科技创新的核心价值在于找准临床和公共卫生的核心需求，用技术突破破解难题、补齐短板，让创新成果真正融入健康保障的全流程，这也是让科技创新成为引领动力的关键。健康中国，不是遥远的目标，而是每个人触手可及的生活。把健康管起来，把疾病防起来，把生命护起来，当健康生活方式成为全社会的共识和自觉行动，我们才能真正实现活得长、活得健康、活得有质量。（人民日报）

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Broadcom (NasdaqGS:AVGO) has begun shipping industry first 2nm custom compute SoCs on its 3.5D XDSiP platform. The modular XDSiP packaging is designed to support high signal density and efficiency for gigawatt scale AI clusters. The company has outlined a roadmap for stacked and 3D chip designs, with multiple new stacking based products planned through 2027. Broadcom, through its custom compute and networking business, is positioning itself at the center of AI infrastructure build outs with this 2nm SoC shipment. The XDSiP platform targets customers that need high performance, power efficient silicon to run large AI workloads across data centers. For investors watching the build out of AI clusters, the focus is on how packaging and compute advances like this shape long term hardware demand. The new 2nm SoCs and the extended 3D stacking roadmap indicate that Broadcom is aligning its product plans to the current appetite for custom AI silicon. As AI workloads become more complex and power hungry, the company’s push into advanced packaging and stacking could influence how hyperscalers design their next generation compute fleets. For you as an investor, the key question is how consistently Broadcom can convert this technology roadmap into customer adoption and long term contracts. Stay updated on the most important news stories for Broadcom by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Broadcom. NasdaqGS:AVGO Earnings & Revenue Growth as at Mar 2026 📰 Beyond the headline: 2 risks and 3 things going right for Broadcom that every investor should see. For Broadcom, shipping the first 2nm custom compute SoC on its 3.5D XDSiP platform is less about a single product and more about cementing its role in the build out of AI data centers. By allowing compute, memory and networking to scale inde...

"You can imagine this official; their number one priority is to have as few problems as possible so they can get promoted or, at least, not fired. This official might quietly massage the situation so that pressure is put so that the marriage does not go through. This law is making it harder for that informal process to play out and making it more likely that people will not allow the imam or the priest or the parents to say you are not allowed to marry that person".

代表德国出版商和广告商的协会周二表示， 苹果 公司提出的应用程序跟踪规则变更并不能解决移动广告市场的反垄断问题，他们敦促德国反垄断机构对这家美国科技巨头处以罚款。 包括媒体机构和德国品牌商品工业协会在内的多个团体发出了这一呼吁，此前三个月，德国反垄断机构曾就苹果公司对其应用程序跟踪透明度工具的更改征求他们的意见。 苹果方面表示，该工具允许用户阻止广告商跨应用追踪用户，旨在让用户掌控自己的隐私。 然而，该工具引发了Facebook母公司Meta Platforms、出版商、广告商和应用开发商的批评，这些企业的商业模式都依赖于广告追踪。去年2月，德国反垄断机构指控苹果滥用市场支配地位。 为了回应德国方面的担忧，苹果公司去年12月提议在其服务和第三方应用中引入中立的同意提示，并统一这些提示的措辞、内容和视觉设计。 苹果还提出简化同意流程，以便开发者能够以符合数据保护法的方式获得用户对广告相关数据处理的许可。 但相关协会表示，拟议的修改并不能解决德国监管机构提出的问题。 德国广告联合会首席执行官贝恩德·瑙恩在一封由各行业协会联署的信函中表示：“拟议的承诺不会改变应用程序追踪透明度框架带来的负面影响。” “苹果仍将是数据把关人，并将继续决定谁能获取与广告相关的数据，以及企业如何与终端客户沟通，”他写道。 相关协会敦促德国监管机构驳回苹果的提议，责令该公司停止使用应用程序追踪工具，并处以罚款。 被认定违反德国反垄断法的公司将面临最高为其年营业额10%的罚款。 责任编辑：于健 SF069

随着对中东冲突和能源价格上涨的担忧缓解，日本股市早盘走高。日经指数上涨2.9%，至54，250.32点。美国总统特朗普表示，伊朗战争将很快结束。电子股领涨。铠侠上涨9.7%，村田制作所上涨4.3%。投资者正在密切关注原油价格以及日本政府对能源成本上涨的任何应对措施。 责任编辑：王永生

DancingMan/iStock via Getty Images GeoPark ( GPRK ) said post-market Monday that it will not raise its offer for Frontera Energy's ( FECCF ) ‌Colombian oil and gas assets. Frontera Energy ( FECCF ) said last week that its board determined the binding ​offer received from Parex Resources ( PARXF ) to acquire its Colombian upstream ‌operations was a "superior proposal" to GeoPark's ( GPRK ) previous bid. GeoPark ( GPRK ) announced an agreement in January to acquire all of Frontera's ( FECCF ) oil and gas ​exploration and production assets in Colombia for $375M, but Parex's ( PARXF ) offer was valued at $500M in cash, including the assumption of debt and ‌a $25M ⁠contingent payment. Parex ( PARXF ) said the combination with Frontera ( FECCF ) would create the largest independent Colombian-focused energy company; the two companies are ​already partners in ​Colombia's ⁠VIM-1 block. More on Parex Resources, Frontera Energy and GeoPark Parex Resources: The Rebound Continues Frontera Energy: Finally Some Recovery GeoPark: High Potential But Still A Long Way To Go After Its Landing In Vaca Muerta

格隆汇3月10日｜10年期日本国债收益率下跌2.5个基点至2.160%。

Artur Nichiporenko/iStock via Getty Images Investment Thesis iShares U.S. Utilities ETF (NYSEARCA: IDU ) is a buy due to multiple positive outlook factors for the fund. Utilities have historically outperformed during times of geopolitical and economic uncertainty due to persistent demand and stable cash flows. IDU’s mix of holdings is positioned to capitalize on this environment due to its strong capital appreciation and dividend growth potential. iShares U.S. Utilities ETF—Overview and Compared ETFs IDU is a passively managed ETF that tracks an index that includes U.S. utility companies such as those that provide electricity, gas, and water. With its inception in 2000, the fund has 44 holdings and $1.48B in AUM. The majority of the fund’s weight is on electric utilities (57.8%), multi-utility companies (22.1%), and environmental services (9.1%). For comparison, other funds examined are Vanguard Utilities Index Fund ETF ( VPU ), Invesco S&P 500 Eql Wght Utilities ETF ( RSPU ), and First Trust Utilities AlphaDEX Fund ETF ( FXU ). VPU is very similar to IDU in that it passively tracks an index capturing the largest U.S. utility companies . RSPU tracks an index that equally weighs companies in the utilities sector of the S&P 500 Index. FXU uses a selection methodology to capture utility companies in the Russell 1000 based on price appreciation, cash flow to price, and return on assets. IDU Compared: Performance, Expense Ratio, and Dividend Yield IDU has seen a 10-year average annual return of 10.16%. By comparison, VPU, RSPU, and FXU have seen 10-year average annual returns of 10.89%, 11.22%, and 10.87%. All funds underperformed the broader U.S. market as measured by the S&P 500 Index. However, as I will discuss later, there are periods when IDU and other utility funds outperform the market. 10-Year Total Return: IDU and Compared Utility Funds (Seeking Alpha) IDU’s fees are average compared to peers, with an expense ratio of 0.38%. For income seekers, IDU’s dividend yi...

When quality stocks go on sale, it can be an excellent time to buy, particularly for investors who are planning to hang on for the long term. While you shouldn't necessarily try to time the market, it can be a good idea to keep a list and track quality stocks in the event that they drop in value. Microsoft (MSFT +0.17%) is a stock that has been doing poorly this year, and it may have many investors wondering about whether it's a good value buy these days. Its sell-off this year has been noteworthy because the stock has typically been a much safer buy in the past. So what's going on with Microsoft? Why is the tech stock doing so badly, and is it heading lower, or could now be a great time to buy? Why has Microsoft's stock been tanking this year? It hasn't been a typical year for Microsoft's stock by any stretch. Although it's still a top name in tech and has a market cap of around $3 trillion, making it one of the most valuable companies in the world, through the first two months of 2026, it has lost around 19% of its value. You have to go back to the Great Recession in 2008 to find the last time it did worse than this. Back then, it declined by nearly 22% after just the first two months of the year. Back then, the economy was in the midst of a significant recession. These days, people may simply be anticipating a recession. Microsoft's stock entering the year trading at an inflated valuation certainly didn't help matters, either. Paying close to 35 times earnings for the stock did make it an expensive-looking stock, especially when you consider that the company's growth rate has normally been less than 20%. While that's still solid, that kind of growth may not be high enough to warrant that much bullishness. Thus, a decline may not be all that surprising, and I think a correction may have even been a bit overdue for Microsoft's stock. Expand NASDAQ : MSFT Microsoft Today's Change ( 0.17 %) $ 0.71 Current Price $ 409.67 Key Data Points Market Cap $3.0T Day's Range $ ...

Excitement looks to have cooled when it comes to risky growth stocks, particularly those that still have unproven business models. Archer Aviation (ACHR +4.31%) is a great example of that, as its stock price has declined 23% over the past six months. Shares of the electric vertical takeoff and landing (eVTOL) company reached a high of $14.62 in October, but they're now down around 55% from that level. It could be a while before the company starts generating revenue, and meanwhile, its losses are piling up. Is Archer's stock in danger of going even lower, or could this be a good growth stock to add to your portfolio today, at a significantly reduced price? Archer expects to begin carrying passengers this year It's been a painstaking process for investors to wait for Archer to obtain certification and commence its air taxi services, but 2026 could indeed be the year it finally happens. The company says it's targeting this year as to when its Midnight aircraft will begin carrying passengers. It'll be a huge milestone for the business, which, if it goes smoothly, could attract a lot of attention to the eVTOL stock. It will, however, likely take even longer before the company generates any meaningful revenue. Last year, the company's operating expenses totaled $730 million, an increase of 43% from the previous year, as the company ramped up its production efforts. And its costs will likely only rise higher in the years ahead, as it looks to scale its operations. Expand NYSE : ACHR Archer Aviation Today's Change ( 4.31 %) $ 0.27 Current Price $ 6.53 Key Data Points Market Cap $4.7B Day's Range $ 6.08 - $ 6.54 52wk Range $ 5.48 - $ 14.62 Volume 1.1M Avg Vol 37M Gross Margin -663333.33 % Is investing in Archer stock a good move today? Archer's growth opportunities are enticing as it's one of the early leaders in the eVTOL space. The global market is expected to experience tremendous growth in the years ahead. Analysts at Grand View Research project that it will grow at a co...

Shares of social media giant Meta Platforms (META +0.40%) have hit a rough patch recently. As of this writing, the stock has fallen roughly 17% over the last six months. This pullback comes amid investor unease about the massive, capital-intensive artificial intelligence (AI) buildouts across the technology sector. With that said, it's times like this -- when some of the market's Wall Street darlings are taking a hit -- that it is a good time to go searching for investment ideas. But does this pullback represent a buying opportunity, or is the market right to be cautious about Meta's spending plans? Firing on all cylinders Meta's core advertising engine continues to produce staggering growth. In the fourth quarter of 2025, revenue rose 24% year over year to $59.9 billion. This top-line momentum was driven by strong user engagement, with ad impressions delivered across the company's family of apps increasing 18% year over year. Notably, this represented an acceleration from the 14% impression growth Meta posted in Q3. While the average price per ad increased by 6% -- a deceleration from 10% growth in the prior quarter -- the sheer volume of ads more than compensated. Underpinning this growth is a massive and expanding audience. The company reported that its total daily active users across its apps averaged 3.58 billion in December, up 7% from a year earlier. Management expects its strong business momentum to continue, guiding for first-quarter 2026 revenue between $53.5 billion and $56.5 billion. Against the $42.3 billion in revenue the company delivered in the first quarter of 2025, the midpoint of this guidance implies roughly 30% year-over-year growth -- meaning top-line growth could actually accelerate. Earnings per share grew slower as the company is reinvesting in its business aggressively. Specifically, Meta's fourth-quarter earnings per share rose 11% year over year to $8.88. But this is impressive considering that costs and expenses for the period rose 40% y...

Key Points Archer's Midnight aircraft might begin transporting passengers on flights later this year. The company's operating expenses totaled $730 million last year, and that figure is likely to rise a whole lot higher in the future. The stock's valuation has been coming down in recent months, but it still doesn't look all that low. 10 stocks we like better than Archer Aviation › Excitement looks to have cooled when it comes to risky growth stocks, particularly those that still have unproven business models. Archer Aviation (NYSE: ACHR) is a great example of that, as its stock price has declined 23% over the past six months. Shares of the electric vertical takeoff and landing (eVTOL) company reached a high of $14.62 in October, but they're now down around 55% from that level. It could be a while before the company starts generating revenue, and meanwhile, its losses are piling up. Is Archer's stock in danger of going even lower, or could this be a good growth stock to add to your portfolio today, at a significantly reduced price? 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 » Archer expects to begin carrying passengers this year It's been a painstaking process for investors to wait for Archer to obtain certification and commence its air taxi services, but 2026 could indeed be the year it finally happens. The company says it's targeting this year as to when its Midnight aircraft will begin carrying passengers. It'll be a huge milestone for the business, which, if it goes smoothly, could attract a lot of attention to the eVTOL stock. It will, however, likely take even longer before the company generates any meaningful revenue. Last year, the company's operating expenses totaled $730 million, an increase of 43% from the previous year, as the company ramped up its production efforts. And its costs w...

Key Points Microsoft's stock has declined by roughly 19% through the first two months of 2026. The last time it performed so badly at the start of a year was during the Great Recession. Its high valuation may have made the stock overdue for a modest correction. 10 stocks we like better than Microsoft › When quality stocks go on sale, it can be an excellent time to buy, particularly for investors who are planning to hang on for the long term. While you shouldn't necessarily try to time the market, it can be a good idea to keep a list and track quality stocks in the event that they drop in value. Microsoft (NASDAQ: MSFT) is a stock that has been doing poorly this year, and it may have many investors wondering about whether it's a good value buy these days. Its sell-off this year has been noteworthy because the stock has typically been a much safer buy in the past. So what's going on with Microsoft? Why is the tech stock doing so badly, and is it heading lower, or could now be a great time to buy? 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 » Why has Microsoft's stock been tanking this year? It hasn't been a typical year for Microsoft's stock by any stretch. Although it's still a top name in tech and has a market cap of around $3 trillion, making it one of the most valuable companies in the world, through the first two months of 2026, it has lost around 19% of its value. You have to go back to the Great Recession in 2008 to find the last time it did worse than this. Back then, it declined by nearly 22% after just the first two months of the year. Back then, the economy was in the midst of a significant recession. These days, people may simply be anticipating a recession. Microsoft's stock entering the year trading at an inflated valuation certainly didn't help matters, either. Paying close to 35 ti...

Key Points Meta's fourth-quarter revenue rose 24% year over year to nearly $60 billion. Management expects 2026 capital expenditures to range between $115 billion and $135 billion. The stock's valuation leaves little room for error if the company's AI investments take too long to pay off. 10 stocks we like better than Meta Platforms › Shares of social media giant Meta Platforms (NASDAQ: META) have hit a rough patch recently. As of this writing, the stock has fallen roughly 17% over the last six months. This pullback comes amid investor unease about the massive, capital-intensive artificial intelligence (AI) buildouts across the technology sector. With that said, it's times like this -- when some of the market's Wall Street darlings are taking a hit -- that it is a good time to go searching for investment ideas. 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 » But does this pullback represent a buying opportunity, or is the market right to be cautious about Meta's spending plans? Firing on all cylinders Meta's core advertising engine continues to produce staggering growth. In the fourth quarter of 2025, revenue rose 24% year over year to $59.9 billion. This top-line momentum was driven by strong user engagement, with ad impressions delivered across the company's family of apps increasing 18% year over year. Notably, this represented an acceleration from the 14% impression growth Meta posted in Q3. While the average price per ad increased by 6% -- a deceleration from 10% growth in the prior quarter -- the sheer volume of ads more than compensated. Underpinning this growth is a massive and expanding audience. The company reported that its total daily active users across its apps averaged 3.58 billion in December, up 7% from a year earlier. Management expects its strong business momentum to continue, g...

Monday, stocks stormed higher amid growing optimism about the Iranian Geopolitical conflict. Sunday night, the market picture looked less clear, with the major index futures each falling more than 1%. However, after a blood-red open, the bulls took control, as the major indices each finished the session up more than a percent on heavy turnover. For instance, the Nasdaq 100 Index ETF (QQQ) registered volume 54% above the norm, signaling heavy accumulation. Below are five reasons stocks may have just bottomed: 1. Geopolitical Tensions are Cooling: Typically, geopolitical conflicts such as wars result in sharp, immediate, but short-lived price shocks in equity markets (with an average recovery period of 39 days). Monday, stocks suggested that would be the case after President Trump suggested that the war with Iran would be a “short-term” excursion. 2. Oil Reverses Violently: The calming rhetoric from President Trump finally helped bottle up oil prices. After ripping to $120 per barrel, U.S. crude oil futures reversed violently and closed below $90. Meanwhile, volume turnover on the United States Oil Fund ETF (USO) reversed after reaching the 261.8% fib extension target as volume soared to 1,136% above the 50-day average. Such high volume, violent reversals after climactic moves often coincide with intermediate tops – a bullish sign for equities. Image Source: TradingView 3. Stocks Tend to Bottom in Mid-March: Over the past two decades, stocks have bottomed in Mid-March more than any other time of year. Is history repeating itself again in 2026? Image Source: Carson Investment Research 4. Tech Stocks Find Support at the 200-day Moving Average: QQQ retreated to the 200-day moving average for the first time since retaking the long-term trend indicator following last year’s ‘Liberation Day’ bear market. Image Source: TradingView Several leading tech stocks such as IREN (IREN), NVIDIA (NVDA), and Broadcom (AVGO) also saw market bulls step in and defend the long-term moving ...