STORY: Shares of Broadcom rose more than 5 percent Thursday morning after the company predicted over $100 billion in AI chip sales next year, signaling rapid share gains in the market dominated by Nvidia. Big Tech's push to secure the vast computing power needed for artificial intelligence has lifted Broadcom in the data-center infrastructure race as it helps design custom processors that can serve as an alternative to Nvidia's costly chips. Analysts say the company is seeing heavy demand from clients including Meta Platforms and Anthropic, with customer commitments equivalent to the power consumption needs of more than 8 million U.S. households. :: Nvidia That puts Broadcom closer to the scale of recent AI chip deals by Nvidia and AMD as the rise of custom processors increasingly threatens Nvidia's stronghold in the advanced data-center infrastructure market. Both Broadcom and Nvidia, have seen their stocks decline so far this year amid investor concerns around whether heavy spending on AI will generate sufficient returns to justify lofty tech valuations. :: Broadcom CEO Hock Tan also assured investors the company was well-placed amid widespread supply shortages of memory chips and limited capacity at AI processor manufacturer TSMC.

Oracle (ORCL) Stock Faces Pressure as Mass Layoffs Loom Over AI Infrastructure Costs Blockonomi

Sinenkiy/iStock via Getty Images By Samuel Rines and Jonathan Flynn From Headline Risk to Structural Reality Geopolitical risk has moved from a background concern to a central portfolio variable. Institutional surveys increasingly rank it as one of the most difficult risks to model, surpassing even inflation in some cases. Yet today’s environment is not simply about short-term conflict headlines. It reflects a deeper transformation: a sustained global rearmament cycle, driven by modernization, technological competition and shifting alliances. For investors, the key question is not whether tensions will fluctuate. It is whether defense spending, particularly in Europe and Asia, has entered a durable growth phase. We believe it has. A Multi-Decade Rearmament Cycle Is Underway Recent events have highlighted the effectiveness of modern Western defense systems, particularly interceptors, radar, drones and electronic detection. At the same time, they have exposed the rapid depletion of existing inventories. That combination matters. Defense contractors are not just working through existing backlogs. They are moving into what could be described as “far logs”, orders extending well into the next decade. Replenishment alone can stretch delivery timelines from three to five years out to 2030 and beyond. This dynamic is not dependent on perpetual conflict. Even in a calmer geopolitical environment, countries are rebuilding inventories, upgrading systems and hardening domestic defense capabilities. In many cases, the modernization push is structural and bipartisan. Defense is increasingly resembling a subscription model for governments, steady, recurring and essential. The Pivot to Modern Warfare One of the most important shifts investors may be underappreciating is the nature of modern defense. This is no longer just about aircraft carriers or traditional heavy hardware. Increasingly, it is about: Drone systems and counter-drone technology Radar and early detection systems Sma...

But how much attention did you pay to what else happened in the world over the past seven days?

U.S. Homeland Security Secretary Kristi Noem attends a House Judiciary Committee hearing on "Oversight of the Department of Homeland Security" to testify, on Capitol Hill in Washington, D.C., U.S., March 4, 2026. Elizabeth Frantz | Reuters President Donald Trump on Thursday said Homeland Security Secretary Kristi Noem was leaving her post, and that she would be replaced by Sen. Markwayne Mullin, an Oklahoma Republican. Noem's departure from the Department of Homeland Security came after a wave of criticism of her management of the department and her handling of Trump's immigration enforcement agenda, which saw two American citizens killed by federal agents in Minnesota in January. Sen. Thom Tillis, R-N.C., during a hearing Tuesday where Noem was testifying, called her leadership of DHS a "disaster." "We're an exceptional nation," Tillis told her that day. "And one of the reasons we're exceptional is we expect exceptional leadership. And you have demonstrated anything but that." At a hearing on Wednesday by the House Judiciary Committee, Noem, who is married, was asked if she has ever had sex with her top advisor, Corey Lewandowski, who is also married. She refused to answer, calling the question "tabloid garbage." Read more CNBC politics coverage Iran foreign minister: Not seeking ceasefire, warns U.S. invasion would be ‘big disaster for them’ Epstein files: DOJ plans to release new batch of documents ‘fairly soon,’ MS NOW reports Sen. Merkley proposes prediction market ban for government officials after Maduro, Iran bets Trump, in a post Thursday on Truth Social, said "The current Secretary, Kristi Noem, who has served us well, and has had numerous and spectacular results (especially on the Border!), will be moving to be Special Envoy for The Shield of the Americas, our new Security Initiative in the Western Hemisphere we are announcing on Saturday in Doral, Florida," "I thank Kristi for her service at 'Homeland,' " Trump added. Mullin would have to be confirmed as...

Households earning more than $300,000, who are in roughly the top 5% of earners, reported higher rates of living paycheck to paycheck than many who earned less.

primeimages/iStock via Getty Images Equity markets ( SP500 ), ( COMP:IND ), ( DJI ) are currently taking their primary cues from the volatile oil market ( CL1:COM ), ( CO1:COM ), according to Citi U.S. equity strategist Drew Pettit. “Right now, you’re still seeing oil vol spike higher, and the VIX ( VIX ) is going to chase that higher,” Pettit said in an interview with CNBC. “That leads to these sell-offs.” The rising crude prices ( CL1:COM ) are beginning to undermine the strong performance seen in cyclical stocks earlier this year. While macro data and earnings have been positive, Pettit noted that forward-looking inflation differentials are becoming a negative factor. “We’re denting the cyclical narrative with oil prices,” he explained. “That’s what’s really been driving the market for most of this year.” On the inflation front, Pettit emphasized that the Federal Reserve may look past energy-driven CPI spikes since “the Fed doesn’t really live on CPI” but rather focuses on core PCE or trimmed mean PCE metrics. However, he warned that consumer staples are failing to provide traditional defensive protection against rising energy costs. “Those defensive trades that people wanted to pile in, I would say the bad side of halo to us, they’re not providing defense when oil’s up,” Pettit said. The strategist favors industrials ( XLI ), ( VIS ), ( FXR ), ( IYJ ) and infrastructure ( MLPX ), ( DTCR ), ( IFRA ) over airlines ( JETS ) and consumer-heavy cyclicals, pointing to their ability to pass costs on. “It’s the areas where you can’t pass along higher input costs where we get concerned about,” he noted, adding that the margin story for infrastructure names remains positive. Pettit contrasted the business side of the economy, which has free cash flow and immediate CapEx expensing benefits, with a consumer base that is not in the “healthiest spot.” Consumer companies are not passing along tariffs aggressively, and Pettit questioned whether they would be able to pass along ...

Prada S.p.A. press release ( PRDSY ): FY net revenues of €5.718B, up 9% yoy, +8% organic, against high comps throughout the year. Retail sales of €5.102B, up 9% yoy, +8% organic, driven by like-for-like, full price sales. More on Prada S.p.A. Prada S.p.A. 2025 Q4 - Results - Earnings Call Presentation Prada: The Versace Impact Isn't All That Concerning Seeking Alpha’s Quant Rating on Prada S.p.A. Historical earnings data for Prada S.p.A. Dividend scorecard for Prada S.p.A.

artisteer/iStock via Getty Images Commentary as of 12/31/25 The fund posted returns of 11.83% (Institutional shares) and 11.78% (Investor A shares, without sales charge) for the fourth quarter of 2025. The fund's positive relative performance was driven by security selection. At an industry level, positioning in health care providers & services was the largest contributor to relative returns, while biotechnology detracted. During the quarter, the fund increased its exposure to the pharmaceuticals and biotechnology industries, and reduced its allocation to the medical devices & supplies industry. ★★★★★ Morningstar Overall™ Institutional shares rated against 164 U.S. Fund Health Funds, as of 12/31/25, based on risk-adjusted total return. Ratings are determined monthly and subject to change. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics. 1† Portfolio management Erin Xie, PhD, Xiang Liu Contributors Detractors An off-benchmark position in Teva Pharmaceutical Industries was the top contributor at a security level. The rise in the share price was driven by stronger-than-expected earnings and regulatory tailwinds. An underweight holding in AbbVie was beneficial as the shares struggled due to the company's underwhelming quarterly results. At a security level, an underweight position in Eli Lilly was the top detractor. The shares rose due to the company's strong quarterly results and a regulatory environment that broadly benefited pharmaceutical businesses. An overweight holding in Alnylam Pharmaceuticals weighed on relative performance as investors locked in profits following an increase in the share price. Click to enlarge Top 10 holdings (%) Eli Lilly and Company ( LLY ) 11.13 Johnson & Johnson ( JNJ ) 8.57 AbbVie Inc ( ABBV ) 4.07 Abbott Laboratories ( ABT ) 4.00 UnitedHealth Group ( UNH ) 3.66 Merck ( MRK ) 3.65 Gilead Sciences ( GI...

SoundHound AI (SOUN 1.23%) is a leading developer of conversational artificial intelligence (AI) software, and its customers include some of the world's biggest brands across a range of industries, from automotive manufacturing to healthcare to hospitality. The company's revenue doubled in 2025, and management is forecasting another big year in 2026. However, you wouldn't know it by looking at the company's stock price -- it plunged by 49% in 2025, and it's already down by a further 19% this year. Simply put, its valuation reached an unsustainable level, and the market is now trying to determine a more appropriate price. SoundHound stock still isn't cheap despite the sharp sell-off, but there might be an opportunity for investors as 2026 progresses. Here's what could happen next. Conversational AI is a game changer Conversational AI is transforming the way many businesses operate. In the restaurant industry, chains like Jersey Mike's, Panda Express, and IHOP are using SoundHound to autonomously take customer orders in the drive-thru, over the phone, and in store. Some restaurants are also using the company's Employee Assist technology, which allows employees to call upon a voice-activated AI assistant whenever they need help preparing menu items, understanding store policies, and more. Automotive manufacturers are using SoundHound's Voice AI technology to create in-car assistants that can provide information on almost any subject on command. The manufacturer can base their assistant on SoundHound's proprietary large language models (LLMs), or they can use third-party models from developers like OpenAI and Anthropic. Plus, each assistant can be customized with different personalities to suit specific brands, giving drivers a unique experience. SoundHound is investing heavily to expand its portfolio of conversational AI solutions as it aims to serve businesses in a wider variety of industries. The strategy is paying off, with over 100 new customer wins in the fourth q...

Key Points SoundHound's conversational AI software is in high demand from businesses in a growing variety of industries. The company's revenue soared by 99% during 2025, and management is forecasting another big year in 2026. The stock might continue trending lower in the short term, but there could be a buying opportunity later on. 10 stocks we like better than SoundHound AI › SoundHound AI (NASDAQ: SOUN) is a leading developer of conversational artificial intelligence (AI) software, and its customers include some of the world's biggest brands across a range of industries, from automotive manufacturing to healthcare to hospitality. The company's revenue doubled in 2025, and management is forecasting another big year in 2026. However, you wouldn't know it by looking at the company's stock price -- it plunged by 49% in 2025, and it's already down by a further 19% this year. Simply put, its valuation reached an unsustainable level, and the market is now trying to determine a more appropriate 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 » SoundHound stock still isn't cheap despite the sharp sell-off, but there might be an opportunity for investors as 2026 progresses. Here's what could happen next. Conversational AI is a game changer Conversational AI is transforming the way many businesses operate. In the restaurant industry, chains like Jersey Mike's, Panda Express, and IHOP are using SoundHound to autonomously take customer orders in the drive-thru, over the phone, and in store. Some restaurants are also using the company's Employee Assist technology, which allows employees to call upon a voice-activated AI assistant whenever they need help preparing menu items, understanding store policies, and more. Automotive manufacturers are using SoundHound's Voice AI technology to create in-car assis...

One of the top ⁠officials overseeing Donald Trump’s immigration crackdown, Homeland Security Secretary Kristi ⁠Noem, will leave her role, the US president said on Thursday, a major staffing move that raises questions about the direction of the Republican president’s immigration agenda. “I am pleased to announce that the Highly Respected United States Senator from the Great State of Oklahoma, Markwayne Mullin, will become the United States Secretary of Homeland Security (DHS), effective March 31, 2026,” Trump wrote on social media. Noem will serve as “Special envoy for The Shield of ‌the Americas”, Trump said. Advertisement Noem, a former governor of South Dakota, became one of Trump’s most high-profile cabinet secretaries with social media posts that portrayed immigrants in harsh terms, highlighting cases of alleged criminal offenders and using vitriolic language. She faced criticism in January when she quickly labelled two US citizens fatally shot by federal immigration agents in Minneapolis as committing “domestic terrorism”. Outcry after ICE killing of another US citizen Outcry after ICE killing of another US citizen Videos that emerged after the deaths undercut the assertion by Noem and other Trump officials that the two deceased – Renee Good and Alex Pretti – were violent aggressors.

Kunlathida Petchuen/iStock via Getty Images China's shipments of smartphones fell 16% in January, due in part to escalating inventory, which was in sharp contrast to Apple ( AAPL ) iPhones demonstrating a slight month-over-month decline in rolling six-month inventory days, according to data by Jefferies. "Since our checks indicate smartphone sell-through in Jan. fell 22% (partly due to Chinese New Year timing), we estimate Android's rolling 6-month inventory days have risen by 26 (down by 3 days in Dec.), while iPhone is down by 2," said Jefferies analysts, led by Edison Lee, in a Thursday investor report. The iPhone's healthier inventory reflects strong demand along with several months of shipment declines. "iPhone's shipment fell 37% (43% adj. for CNY), while Android shipment fell 11% YoY (19% adj. for CNY)," Lee added. "This is only the 2nd month of YoY decline after five consecutive months of growth. Since sell-through has generally been weak (sell-through YoY has been negative for 4 out of the past 6 months), we see smartphone shipments in China will continue to fall YoY in the next few months, especially for the Android camp. That is on top of the pressure to raise prices as of 2Q26 due to skyrocketing memory prices." This could also affect Qualcomm ( QCOM ), as it produces various components for Android phones, such as CPUs and 5G modems. However, some of the largest producers of Android phones in China, such as Huawei and Xiaomi, have started transitioning away from Qualcomm in favor of domestic companies. Jefferies also noted an increase in promotional discounts for Android phones in China as opposed to iPhones. "Our tracking shows consistently limited promotional discounts on iPhones," Lee said. "PDD ( PDD ), being the most aggressive platform according to our tracking, has been offering only mid-single-digit discounts on the iPhone 17 series, while there has been no discount on Tmall. However, we saw double-digit % discounts across key eCommerce platforms...

Rasi Bhadramani/iStock via Getty Images A month after the Bureau of Labor Statistics favorably low January Consumer Price Index figures , it will release February’s report on Wednesday, March 11. The upcoming report matters more than ever for two main reasons. First, energy inflation risks are in play in March, so investors would need to wait another month before the official CPI figures. Secondly, the January CPI of 0.2% is 30 bps lower than the Producer Price Index of 0.5% . What should investors and consumers expect from the February CPI report? January CPI Increased 0.2% The BLS reported a CPI 0.2% increase . As usual, the index for shelter (+0.2%) accounted for most of the all items monthly increase. The index for energy (-1.5%) helped offset the headline figure. From a topline view, services topped the increase that month. The index for food (+0.2%) is still above the Fed’s annual 2.0% inflation target rate (2.9%). Jan. 2026 1 Year Services require less energy services 0.4 2.9 All items less food and energy 0.3 2.5 All items 0.2 2.4 Food 0.2 2.9 Energy -1.5 -0.1 Click to enlarge Source: BLS. Figures are in percent (%). Looking at the sub-items, the index for transportation services led the list. This includes gas, insurance, maintenance, and transit costs. Elevated inflation for transportation services could hurt demand for ride-hailing. Watch out for operating margin pressures for Uber ( UBER ), Lyft ( LYFT ), and Alphabet’s ( GOOG ) Waymo. Jan. 2026 1 Year Transportation services 1.4 1.3 Utility (piped) gas service 1 9.8 Apparel 0.3 1.7 Medical care services 0.3 3.9 Food at home 0.2 2.1 Energy services 0.2 7.2 Shelter 0.2 3 Food away from home 0.1 4 New vehicles 0.1 0.4 Commodities, less food and energy commodities 0 1.1 Click to enlarge Source: BLS. Stock markets continued to price in weaker demand for ride-hailing in the last few months. Shares in both Uber and Lyft fell in 2026. Flying-vehicle firm Joby Aviation ( JOBY ), which is one of Uber’s Seeking Al...

据中国科学院化学研究所消息，该研究所朱道本院士、狄重安研究员团队联合国内合作者，成功研制出不规则多级孔结构塑料热电薄膜，其核心性能指标热电优值(zT值)突破1.64，创下柔性热电材料同温区性能世界纪录，为可穿戴设备、贴附式制冷、物联网（885312）传感器（885946）等技术发展提供关键材料支撑。研究团队通过“聚合物相分离”方法制备该材料，兼容喷涂工艺可一次成型，相较此前技术大幅降低制备难度。这款新型热电塑料薄膜实现了聚合物热电材料zT值超1.5的历史性跨越，创造了柔性热电材料的世界纪录。此次突破不仅推动了聚合物热电材料迈入实用化门槛，更深化了我们对软物质材料热电转换规律的认知，为后续研究提供了清晰路线图。未来，普通的塑料有望变身微型发电站，让无处不在的废热成为宝贵能源（850101）。

格隆汇3月6日｜IBM与高校研究人员共同合成一种前所未见的分子，并利用量子计算证实其奇异特性。

Elon Musk made one of his boldest claims yet about Tesla's future on March 4, posting on X that Tesla will be among the companies to develop AGI and will "probably" be the first to achieve it in humanoid form through its Optimus robot program. The statement instantly grabbed Wall Street's ...

Pro Real Estate Investment Trust press release ( PRVFF ): Q4 FFO was C$7.8 million. Property revenue amounted to C$26.2 million. More on Pro Real Estate Investment Trust Seeking Alpha’s Quant Rating on Pro Real Estate Investment Trust Historical earnings data for Pro Real Estate Investment Trust Dividend scorecard for Pro Real Estate Investment Trust Financial information for Pro Real Estate Investment Trust

JPMorgan-US Smaller Companies A (JYJ6.MU) 持股 Yahoo 財經

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

Q : How should we think of the growth rate for JD retail in 2026, particularly in the first and second halves, given the normalization of electronics and appliances? A : Sandy Ran Xu, CEO, explained that JD's general merchandise categories continue to show robust growth, serving as a primary growth engine. Electronics and home appliances face a high base effect, but improvements are expected in the second half of 2026. JD will leverage its supply chain capabilities and technological innovations to maintain market share and drive growth. The company's free cash flow for the full year of 2025 was significantly lower at RMB6 billion compared to RMB44 billion in 2024. For the complete transcript of the earnings call, please refer to the full earnings call transcript . Story Continues Q: What is JD's strategy for improving the economic performance of its food delivery business, and how does it differentiate itself from competitors? A: Sandy Ran Xu, CEO, stated that JD's food delivery business will focus on high-quality service, leveraging full-time riders and supply chain synergies. The company aims to improve operational efficiency and reduce investment in 2026, depending on market competition. JD will continue to enhance user experience and explore synergies with its core retail business. Q: How does JD plan to balance growth and profitability in its new business investments, particularly in international and Jingxi businesses? A: Ian Su Shan, CFO, emphasized JD's commitment to long-term strategic investments while maintaining financial discipline. The company expects healthy growth in JD retail's profit and aims to improve operational efficiency through AI. JD will gradually increase investment in international business and Jingxi, focusing on sustainable growth and profitability. Q: Can you provide updates on JD's overseas business, particularly the Joy Buy platform in Europe? A: Ian Su Shan, CFO, shared that Joy Buy is set to launch in March, focusing on building ov...