SweetBunFactory/iStock via Getty Images The AI data center market is receiving substantial tailwinds as demand outstrips supply, leading to improving economics for compute capacity. With a growing demand for AI inferencing and agentic AI, I believe Broadcom Inc. ( AVGO ) is in an appealing position to participate in this transition, particularly when considering the XPUs’ relative productivity and power efficiency with respect to their customers’ respective data center environments. Given the prevalent power constraints hamstringing the market, I suspect there may be a stronger transition to custom silicon solutions so as to improve power efficiency. With this as a backdrop, I am recommending AVGO shares with a Strong Buy rating with a price target of $697/share at 30.95x eFY27 EV/aEBITDA. Broadcom Operational Update Corporate Filings One of the biggest growth drivers for Broadcom for eFY26 will be its custom ASIC business across its 5 cloud customers. With new deals being secured for greater capacity, Broadcom should realize exceptional top-line growth delivered over the coming fiscal years. Accordingly, AI silicon is expected to deliver 27% sequential growth to $10.7b in Q2 ’26, a major step up in the expected roadmap for broad custom ASIC adoption. I believe the driving force behind the accelerated growth going forward is the paradigm shift from AI training towards more inferencing and agentic AI, a major driver for the transition towards custom silicon and CPU solutions in the data center. I believe the transition will be driven by two factors: Purpose-built silicon to optimize performance. Improved cost-per-chip and improved power efficiency. Beyond the hyperscalers, Broadcom has secured a strategic agreement with Anthropic ( ANTHRO ) to supply 1GW of TPUs in 2026 and 3GW of capacity in 2027, a major step-up in growth for the company. OpenAI ( OPENAI ) is also expected to deploy 1GW of XPU capacity in 2027. An appealing market opportunity that Broadcom may real...

Broadcom: AI Is Here To Stay (NASDAQ:AVGO) Seeking Alpha

Key PointsIREN has more than 4.5 gigawatts of projects in its pipeline and buys its own Nvidia chips, which allows it to make more lucrative deals with clients.

美国正放松对委内瑞拉的制裁，允许相关方与该国央行开展交易。抓获前总统尼古拉斯·马杜罗后，特朗普政府正致力于重振该国石油行业。 美国财政部周二发布一项通用许可证，允许金融机构及其他实体与委内瑞拉央行以及该国少数其他机构开展业务。 根据财政部外国资产控制办公室（OFAC）发布的许可证，获准的活动包括以美元计价的银行业务、支付以及代理行账户服务。 另一项通用许可证还允许与委内瑞拉政府就合同进行谈判，前提是相关方需向OFAC申请并获得明确批准后方可签署。 责任编辑：丁文武

A new type of glass frog has been discovered in Ecuador, and researchers have named it after weightlifter Neisi Dajomes, the first Ecuadorian woman to win an Olympic gold medal.

美国国债周二收盘上涨，涨幅主要出现在美国交易时段，因为美国与伊朗可能恢复和谈的迹象导致原油期货下跌。不过，期货成交量低于平均水平。德国国债表现优于美债，此前欧洲央行行长拉加德表示，该行并不倾向于收紧政策。 纽约时间下午3点后不久，现货国债收益率下跌2个基点至4个基点，曲线中段收益率领跌，2s5s30s蝶式利差当日收窄2个基点。 10年期国债收益率接近4.25%，下跌4个基点，接近日内低点，但跌幅仍落后于德国和英国同期限国债。拉加德的讲话帮助降低了市场对欧洲央行加息的预期，德国短债收益率下跌逾10个基点。 OIS合约体现出美联储到12月份会议时降息大约9个基点，高于周一收盘时的7个基点；市场充分消化一次25个基点的降息是到2027年9月份。 WTI原油期货收跌7.9%，报3月25日以来最低水平，因为有报道称，美国和伊朗正在讨论举行新一轮面对面谈判。 截至下午3点，美国国债期货成交量为20日平均水平的55%，SOFR期货成交量为平均水平的45%至65%。交易流包括一笔12，000手的2年期国债期货大宗买盘，在美国午后盘初支撑了该期限券种。 截至美东时间下午3：30， 2年期国债收益率报3.7491%； 5年期国债收益率报3.8694%； 10年期国债收益率报4.2518%； 30年期国债收益率报4.8674%； 5年和30年期国债收益率差报99.62个基点； 2年和10年期国债收益率差报50.07个基点。 责任编辑：丁文武

AAR ( AIR ) announced on Tuesday the company was awarded an approximately $305M contract to provide contractor logistics support for the United States Navy and Marine Corps C-40A fleet. AAR's support will ensure the aircraft's continued operational readiness and long‑term sustainment, reinforcing its ability to meet mission requirements, the company said. It added that the firm-fixed-price indefinite-delivery/indefinite-quantity contract includes main operating base logistics and material support; field team and detachment support; scheduled and unscheduled depot-level aircraft and component maintenance, modification, and repair; commercial line maintenance; and scheduled and unscheduled organizational-level and depot-level support equipment maintenance, modification, and repair. Source: Press Release More on AAR AAR Corp. (AIR) Q3 2026 Earnings Call Transcript AAR Corp. 2026 Q3 - Results - Earnings Call Presentation AAR Corp. Downgraded To Buy As Oil Shock Clouds Commercial Aerospace Outlook AAR Corp. unit wins $305.7M U.S. Navy logistics deal for C-40A aircraft AAR Corp. outlines 19%–21% Q4 sales growth guidance as integration drives margin expansion

在华盛顿哥伦比亚特区的美国国务院举行会晤前，从左至右依次为：美国国务院顾问迈克尔・尼德姆、美国常驻联合国代表迈克・沃尔茨、美国国务卿马尔科・鲁比奥、美国驻黎巴嫩大使米歇尔・伊萨、黎巴嫩驻美国大使纳达・哈马德・穆阿瓦德以及以色列驻美国大使耶希埃尔・莱特纳共同合影。 以色列和黎巴嫩举行了30多年来首次高级别会谈。尽管以色列驻美大使称此举是“理性的胜利”，但官员们淡化了结束与真主党战争的希望。 美国国务院发言人Tommy Pigott周二在声明中表示，以色列驻美国大使和黎巴嫩驻美国大使在美方斡旋下举行会晤，就推动“以色列与黎巴嫩启动直接谈判的步骤进行了富有成效的讨论”。目前尚未确定下一轮会谈的时间。 双方均对自1993年以来首次面对面会谈表示欢迎。但由于真主党未参与其中，以色列放松对其邻国军事行动的希望不大。 黎巴嫩持续的战事可能削弱美国总统唐纳德·特朗普试图缓和与伊朗这一真主党主要支持者之间冲突的努力。然而，自美伊于4月7日达成为期两周的停火以来，以色列加大了行动力度。 “这是理性、责任与和平的胜利，因为真主党领导人昨天警告黎巴嫩政府不要参与这些会谈，”以色列驻美大使Yechiel Leiter在华盛顿对记者表示。“这是对真主党的强有力、坚决且持续斗争的开始。” 美国国务卿马尔科·鲁比奥在会谈开始前表示，解决方案不可能在数小时内达成，但此次会谈可能为实现长期安全提供“框架”。 他周二对记者称，“这是一个历史性机遇”，不仅是为了实现停火，还有为“真主党过去二三十年在该地区的影响力一个永久性的交代”。 责任编辑：丁文武

以色列媒体14日报道，当天在美国首都华盛顿举行的以色列、黎巴嫩与美国三方会谈旨在为后续谈判确定框架，当前以黎局势依旧紧张。以色列第12频道电视台报道，以色列驻美大使与黎巴嫩驻美大使此次会谈，并非讨论具体议题，而是一次“预备会议”，旨在确定后续谈判中双方代表团组成以及总体框架。(新华社)

Nvidia vs Memory Stocks: SNDK, WDC, STX, MU Lead Chip Rally - Micron Technology (NASDAQ:MU), NVIDIA (NASD Benzinga

Just_Super/iStock via Getty Images Investment Thesis Currently, D-Wave Quantum Inc. ( QBTS ) is valued at around $6.3 billion, a price that appears to be much greater than the company's fair value. The company generated $24.6 million in FY2025 revenue, giving the company a sky-high P/S of ~191x. This doesn't change much when taking forward revenues into account, as P/S remains elevated at ~124x. To put this in perspective, using a conservative 10x revenue multiple that is common among growing software companies, QBTS would need to reach roughly $630 million in annual revenue to justify today's prices. However, estimates project FY 2026 revenue of ~$43.6 million, revealing a substantial execution gap relative to today's stock price. At a minimum, it appears D-Wave will have to achieve exponential growth in the coming years to justify current levels. At the same time, there are a number of constraints that raise concerns about whether the recent booking strength experienced by QBTS can be sustained. Much of the recent booking strength has been due to infrequent, large-ticket events, including the sale of academic systems and multi-year agreements that are reported on a deferred basis. As a result, much of what may appear to be recurring revenue represents non-recurring bookings that make forecasting difficult. QBTS has also maintained a financial model that relies on equity issuances, having issued tens of millions of shares during recent years to fund operations, resulting in cash burn and further shareholder dilution. Adding another concern is D-Wave's further transition toward developing gate-model quantum computer models with the acquisition of Quantum Circuits for $550 million. Although this decision is consistent with the longer-term direction of the industry, it also raises significant execution risks as QBTS continues to support its other projects. This includes its quantum-annealing platform, build-out of new business units, and expansion of its employee base...

Micron Technology Options Spot-On: On April 14th, 843.18K Contracts Were Traded, With 2.63 Million Open Interest 富途牛牛

OpenAI允许特定用户访问一款更擅长发现软件安全漏洞的新模型。就在一周前，竞争对手Anthropic PBC宣布小范围发布人工智能工具Mythos。这家ChatGPT开发商周二表示，已开始推出GPT-5.4-Cyber模型，目标是发现软件中的问题，以便组织加以修复。OpenAI称，该模型在用于此类任务时对用户探测方式的限制也更少。该模型将向OpenAI“网络安全受信访问”（Trusted Access for Cyber）项目中的部分参与者提供，公司2月推出这一项目，以便让某些客户及网络安全专业人士试用公司最强大的产品。OpenAI计划扩大该早期访问项目的参与范围。初期将允许数百名用户测试这个新模型，未来几周内扩大至数千人。（财联社）

格隆汇4月15日｜对伊战争爆发已两个月之久，尽管局势仍无明朗终点，但在经历初期震荡后，华尔街似乎正逐渐屏蔽这些外界噪音。自3月27日以来，标普500指数已反弹近10%，有望创下连续第三周上涨。同期，纳斯达克100指数累计上涨约12%，并创下自2021年以来最长的十连阳纪录。在美以空袭引发连续五周的下跌后，交易员们现已开始无视中东地区的负面消息，重新大举买入股票。BCA Research首席美国投资策略师Doug Peta表示：“股市乃至整个金融市场似乎并不那么担心霍尔木兹海峡的局势。随着财报季拉开帷幕，公司基本面相较于伊朗局势的头条新闻，正更有力地驱动着股价走势。”资深策略师Ed Yardeni指出，市场正在学会与对伊战争“共存”，并维持标普500指数已于3月30日触底的判断。

格隆汇4月15日｜美国白宫国家经济委员会主任哈塞特：我们今年绝对可以实现4%的增长。

Tesla Drivers Urge 9th Circ. To Preserve False Ad Class Law360

格隆汇4月15日｜文件显示，意大利油企埃尼集团正在委内瑞拉装载一批重质原油，运往欧洲。

格隆汇4月15日｜亚马逊(AMZN.O)以116亿美元收购卫星运营商全球星(GSAT.O)，加剧了其在卫星通信领域与马斯克旗下星链的竞争，该市场规模预计在未来几年将翻倍至2000亿美元。亚马逊表示将于2028年推出手机直连卫星服务，直接为人们的移动设备提供连接，作为传统蜂窝基站的替代方案。多年来，这家电子商务巨头一直试图进军卫星服务领域，以在其庞大的零售和云计算业务之外寻求新的增长源。亚马逊周二还表示，苹果(AAPL.O)的紧急短信服务将转移到Amazon Leo，即该公司最近更名的宽带卫星网络。争取到苹果这一客户对Leo来说是一个重大胜利，此前Leo在签约航空公司等主要合作伙伴方面一直落后于SpaceX的星链部门。

【有線新聞】特區政府今年內將制定香港首個五年規劃，行政長官李家超說可為更好融入和服務國家向各界提供指引。中聯辦主任周霽說繼續堅定支持特區，履行好維護國家安全憲制責任。 行政長官李家超致辭說，國家「十五五」規劃提出香港要鞏固提升十個中心、兩個樞紐、一個生態圈、一個都會區以及一個高地，責任重大，特區政府會領導各界主動對接。李家超：「我衷心感謝夏主任對香港首個五年規劃的支持和鼓勵，將會在今年內完成制定工作，為社會經濟、民生發展提供明確指引，團結社會各界，共同推動香港，更好融入和服務國家發展大局。」 他說不能忘記黎智英案等反映國安風險，香港特區有維護國家安全憲制責任，必須以總體國家安全觀為指導，令香港發展更符合國家根本利益，符合市民福祉、外來投資者利益。李家超：「《『一國兩制』下香港維護國家安全的實踐》白皮書全面總結香港維護國家安全的實踐歷史和經驗啟示，為全面準確堅定不移貫徹『一國兩制』方針進一步做好香港維護國家安全工作，以高水平安全護航高質量發展，說明天經地義立場和事實。」 中聯辦主任周霽說會繼續堅定支持香港履行好維護國家安全的憲制責任。周霽：「維護國家安全沒有局外人，每個香港市民既是國家安全的受益者，也是當好國家安全的守護者，相信特區一定能繼續深入學習《『一國兩制』下香港維護國家安全的實踐》白皮書，創新方式開展國家安全教育，牢牢維護國安人人有責理念。」 周霽說世界大變局下，各界始終堅持憂患意識，強化底線思維，防範各類風險，護航「一國兩制」實踐行穩致遠。

Maskot GitLab ( GTLB ) shares jumped more than 7% in extended trading on Tuesday after the company disclosed it would be expanding its collaboration with Google Cloud ( GOOG ) ( GOOGL ). As part of the enlarged deal, Google Cloud customers will be able to use the GitLab Duo Agent Platform with Google's Vertex AI models; that usage will go towards their existing Google Cloud commitments, GitLab said in a statement . “AI agents are only as good as the context they operate on and the governance around them,” said Manav Khurana, chief product and marketing officer, GitLab, in the release. “GitLab is where that context lives across issues, code, pipelines, security findings, and this partnership connects it to Vertex AI's strongest models. As agents take on more of the software lifecycle, the platform that provides both the context and the controls becomes the critical layer.” More on GitLab and Alphabet Alphabet: A Powerful Earnings Beat Likely Coming Again (Earnings Preview) Alphabet: AI-Powered Google Finance Is A Masterstroke Alphabet Stock Defies AI's Gravity Google's DeepMind launches more advanced Gemini robotics Google expands Personal Intelligence to India

David McNew/Getty Images News Exxon Mobil ( XOM ), Energean ( EERGF ) ( ENOGY ), and Helleniq Energy are set to sign ​a contract with Stena Drilling to start exploratory drilling in a western Greek offshore block, Greece's ​energy ministry told Reuters on Tuesday. Exxon ( XOM ), Energean ( EERGF ) ( ENOGY ), and the country's biggest oil ⁠refiner Helleniqu announced an agreement last ​year to explore for natural gas ​in Block 2 in the Ionian Sea. The consortium will proceed with exploratory drilling in ​February 2027, a Greek energy ​ministry official told Reuters, for the ⁠country's first offshore exploration drilling in 40 years. Stena will use a high-performance vessel able to operate in deep-sea ​waters and ​drill ⁠at a depth of up to 35K ft to ​look for deposits once considered ​hard ⁠to access, the official said. More on Exxon Mobil Exxon Mobil: Options Become Lucrative Amid Unusual Volatilities Exxon Mobil: Price Drop Priced In Everything, But Didn't Deeply Discount It Exxon Mobil: War Effect On Earnings

【有線新聞】宏福苑大火聽證會，獨立委員會主席陸啟康說留意到有聲音要求委員會升格為法定調查委員會，稍後會詳細交代處理方法。 陸啟康提到，留意到有傳媒報道有部分涉事人士不願出席作供，建議向行政長官李家超申請將獨立委員會，升格成為法定調查委員會。他稱清楚聽到有關聲音，稍後會公布處理方法，期望公眾給予耐心，現階段交代是不恰當做法，又強調不會因為害怕調查任何人而改變調查方向。