JHVEPhoto AllianceBernstein's ( AB ) assets under management fell to $839B as of March 31, 2026, from $880B at the end of February, primarily due to market depreciation, the company said on Monday. To a lesser extent, net outflows also contributed to the decline during the month. Modest net inflows in Private Wealth were offset by net outflows across Retail and Institutional channels, it said. For the quarter ended March 31, 2026, preliminary firmwide net outflows were $7.2B. Total equity AUM of $327B at March 31 fell 7.9% from Feb. 28. That compared with the S&P 500's decline of 5.1% during the month. Fixed income AUM of $312M fell 2.8%, while alternatives/multi-asset solutions AUM of $200B edged down 2.0% M/M. More on AllianceBernstein AllianceBernstein Upgraded As Asset Managers Could See More Tailwind From Markets In 2026 AllianceBernstein Holding L.P. Limited Partnership Units 2025 Q4 - Results - Earnings Call Presentation AllianceBernstein Holding L.P. Limited Partnership Units (AB) Q4 2025 Earnings Call Transcript AllianceBernstein Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on AllianceBernstein

sefa ozel/E+ via Getty Images Sandisk ( SNDK ) continued its rally, jumping 12% by the time the markets closed on Monday, as the stock price has now quadrupled since the start of 2026. Evercore ISI initiated coverage on the stock today with an Outperform rating and a hefty $1,200 price target. Their bull case calls for a staggering price target of $2,600. "We believe SNDK is levered to one of the most attractive areas of the AI infrastructure stack—data storage, where demand is accelerating and supply remains constrained at minimum through CY28 if not beyond," said Evercore analysts, led by Amit Daryanani, in an investor note. "While concerns around peak NAND pricing and cyclicality persist, we think the current cycle is structurally tighter and more durable, underpinned by AI-driven demand and sustained supply discipline that is creating SCAs, providing memory providers with pricing floors and upfront cash payments (Strategic Contractual Agreements between cloud companies and NAND/DRAM providers)." Despite its rampant run, Evercore believes there is room for more growth. "Increased exposure to enterprise/cloud should drive a better growth vector and diversity," Daryanani said. "Currently, data center customers account for <15% of total sales, though we expect growth here to accelerate." Evercore contends Sandisk should be able to sustain high margins and increase its free cash flow. They also expect Sandisk to return value to shareholders in the form of buybacks. "While pricing remains the largest driver of upside variability, we view cost execution and mix shift as more durable contributors, supporting a structurally higher earnings profile relative to prior cycles," Daryanani noted. Sandisk will release third quarter fiscal 2026 financial results on April 30. A consensus estimate expects adjusted earnings per share of $14.23 and GAAP EPS of $13.62 on revenue of $4.65B. More on Sandisk Corporation Sandisk: A Cyclical Stock Priced For Secular Perfection SanDisk's R...

Sandisk, the S&P 500's top performer this year, was a big winner Monday. But s notable 2026 laggards such as Oracle rallied hard.

Thoma Bravo is winding down its growth equity business less than five years after the software-focused investing firm debuted it, according to people familiar with the matter. Instead, it’s focusing more on its core buyouts strategy, which owns controlling interests in established firms. The money manager debuted growth equity in 2021 to take minority stakes in public and private software firms, including HubSync , a software-as-a-service tax and accounting automation company, and enterprise data intelligence firm Alation Inc. Almost a year ago, Thoma Bravo determined it couldn’t bring its expertise as a majority owner to its growth-equity investments because it has little say in their strategy or operations, the people said, asking not to be identified because the discussions aren’t public. The firm, which manages about $183 billion, opted to wind down the strategy after it finishes investing its remaining funds. Thoma Bravo declined to comment. Private Equity International reported earlier that Thoma Bravo is winding down growth equity. The firm describes itself as the world’s biggest software-focused investment manager. While its decision came before investors began widely raising alarms about the potential of artificial intelligence to disrupt software firms, Thoma Bravo — like other investors in the sector — is facing a reckoning over the health of its portfolio companies. Earlier this year, AI startup Anthropic released new tools to automate work tasks in industries including law, data services and financial research — typically the kind of companies Thoma Bravo backs. The announcements sparked fears that the innovation would doom countless businesses, and software investors including Thoma Bravo and Vista Equity Partners fielded calls from their investors and also sent emails to them to reassure their businesses were safe. Read More: Thoma Bravo, Vista Seek to Calm Fears Over AI Threat to Software

Allogene Therapeutics ( ALLO ) announced on Monday that it intends to offer and sell $175M of shares of its common stock in an underwritten public offering. All the shares are being offered by Allogene. In addition, Allogene intends to grant the underwriters for the offering a 30-day option to purchase up to an additional $26.25 million of the shares of its common stock offered in the public offering. Allogene expects to use the net proceeds from this offering for general corporate purposes, which may include clinical trial expenses, research and development expenses, general and administrative expenses, and capital expenditures. Goldman Sachs & Co., Jefferies, and TD Cowen are acting as the joint book-running managers for the offering. TPG Capital BD is acting as co-manager for the offering. ALLO -6.38% after hours to $2.86. Source: Press Release More on Allogene Therapeutics Allogene Therapeutics, Inc. (ALLO) Discusses Interim Futility Analysis from Pivotal Phase II ALPHA 3 Trial in First-Line Consolidation Large B-Cell Lymphoma Transcript Allogene: Early ALPHA3 Data Suggests Potential Paradigm Shift For Cema-Cel In LBCL Allogene Therapeutics, Inc. (ALLO) Q4 2025 Earnings Call Transcript Allogene jumps on analysis of phase 2 data for B-cell lymphoma asset cema-cel Allogene targets pivotal ALPHA3 data in April and extends cash runway into 2028 while prioritizing scalable CAR T programs

US equity indexes closed higher on Monday amid expectations that the US will manage to finalize a pe

Copa Holdings ( CPA ) on Monday said that its system-wide passenger traffic rose 15.3% year-on-year in March, outpacing a 14.8% increase in capacity. The airline reported revenue passenger miles of 2,623.5 million for the month, while available seat miles reached 3,025.7 million. Load factor, a measure of seat occupancy, edged up 0.4 percentage points to 86.7% compared with March 2025. Source: Press Release More on Copa Holdings Copa Holdings: I Believe This Is A Potential Diamond In The Rough Copa Holdings, S.A. (CPA) Q4 2025 Earnings Call Transcript BofA recommends Latin American carriers Copa and Volaris despite oil price shock Mid-cap industrial stocks taking a hit: U-Haul, Smiths, and GXO Logistics lead sell-off Seeking Alpha’s Quant Rating on Copa Holdings

Tesla's (TSLA) full self-driving (FSD) was approved in the Netherlands. Yahoo Finance Senior Autos Reporter Pras Subramanian explains what this approval means for the company.

Chicago-based music superfan Aadam Jacobs has been recording the concerts he goes to since the 1980s, amassing an archive of over 10,000 tapes.

格隆汇4月14日｜据英国金融时报：美国总统特朗普提名艾琳·布朗尼出任美国财政部国际事务主管。

特朗普提名Erin Brown担任美国财政部国际事务负责人。（新浪财经）

May arabica coffee (KCK26 ) ton Monday closed up +0.75 (+0.25%), and May ICE robusta coffee (RMK26 ) closed up +27 (+0.81%). Coffee prices settled higher on Monday, with arabica climbing to a 2-week high. Below-average rainfall in Brazil may curb coffee yields and is bullish for prices after Somar...

KBW CEO Thomas Michaud discusses how economic resilience is leaving banks well-positioned, and why the Iran War is not impacting them 'right now.' He talks with Katie Greifeld and Isabelle Lee on "the Close." (Source: Bloomberg)

Key PointsTaiwan Semiconductor is a giant chip maker with great growth prospects.

As The Worms Turn... Authored by James Howard Kunstler, "They’re holed up in a bank demanding three large pizzas, a helicopter, and a personal phone call from Sydney Sweeney..." - Greg Gutfeld on Iran’s negotiating position The Russians have a phrase for it: negotiation-incapable ( ne peregovorosposobny ). That is what the Iran delegation demonstrated during a long day of talks with the US team over the weekend in Islamabad. What part of “no nukes” didn’t they understand? All of it, apparently. The corollary question on the table — arguably more pressing for Iran — was: how much more punishment are you willing to suffer to sustain your dream of atomic bombs? You have no defenses left, no control of your air-space. Do you just want to sit in the dark for the next hundred years? Such is the obduracy of the Shia death cult. They have no friends left in the world. Russia, you think? Not really. That relationship was pegged to geopolitical dynamics that are dead and gone. Russia is much better off normalizing relations with the USA so we can both be safe and secure in our spheres of influence. Europe is busy committing suicide. In this situation, China is little more than Iran’s very unhappy customer. Maybe Uncle Xi Pooh Bear can try talking some sense to whoever is left in-charge at the IRGC. . . give up your lunatic bomb dreams and just re-open the dingdang gas station! Pretty Please! Anyway, why interfere with US operations in Hormuz? The USA is wresting control of the Persian Gulf from these maniacs who can’t be trusted to just stay open for business. Japan, the two Koreas, Indochina, India, also have to stand by with mounting frustration as these jihad-happy idiots starve Asia’s economies. A change in Iran’s attitude can’t happen soon enough and Mr. Trump is on the case. The blockade starts at 10a.m. today, Monday. Whatever’s left of Iran’s revenue stream goes out the window. Maybe they lob some rockets and drones at our ships. Maybe they hit something, maybe not. W...

ismagilov/iStock via Getty Images The AI Revolution has increasingly been compared to the last major technology paradigm shift in the U.S., largely known as the Internet Boom. And it is a good comparison on many fronts. The birth of the internet ushered in greater U.S. productivity. The huge rally in the markets from 1995 to 1999 was largely driven by the major firms driving that revolution, like Cisco Systems ( CSCO ) , much like the rally from 2023 to 2025 was spearheaded by those on the vanguard of the AI revolution, like NVIDIA Corporation ( NVDA ) . Shiller PE Ratio (Multpl) Both the spikes in stocks driven by the deployment of the Internet and the AI Revolution left the overall market trading at extreme measures viewed via myriad traditional valuation metrics. Both technology paradigm shifts drove a huge surge in tech spending that substantially boosted GDP growth for years. However, that is where the comparison largely ends, and viewed dispassionately, 1999 versus 2026 ends with the conclusion that the period of the birth of the internet was significantly superior to the time we are living in now, both from an economic and market perspective. Demographics: U.S. Labor Participation Rate (FRED) Back in 1999, the Baby Boomers were in their prime earning years, and the median age of the U.S. was over four years younger with higher fertility rates as well. This led to a labor participation rate of more than 500 bps higher than where it is now. U.S. Debt to GDP ratio (FRED) More individuals in the workforce resulted in a much more favorable budget picture as well. More individuals were paying payroll and other taxes, and fewer were drawing from Social Security, Medicare, and other costly government programs. The U.S. ran a small fiscal surplus in 1999, compared to the roughly $2 trillion annual fiscal deficits in recent years. The total federal debt was less than $6 trillion as the 20th century came to a close. It is rapidly approaching $40 trillion now. U.S. Feder...

Top UBS Analyst Sees Strong Upside in Broadcom Stock (AVGO). Here’s Why TipRanks

4月14日热门中概股涨跌不一， 纳斯达克 中国金龙指数（HXC）收高0.72%。 上涨股（按市值从高到低）： 阿里 巴巴 涨0.52%， 拼多多 涨0.63%， 网易 涨0.61%， 日月光半导体 涨6.92%， 京东 涨0.03%， 百度 涨3.32%，携程涨0.88%， 中华电信 涨0.07%， 富途 控股涨1.24%， 中通 涨1.41%，小鹏汽车涨0.33%， 华住酒店集团 涨0.57%， 腾讯音乐 涨0.54%， 哔哩哔哩 涨2.99%，满帮涨1.81%，WSP控股涨0.29%，BOSS直聘涨0.92%，亚朵集团涨2.38%，名创优品涨0.03%， 金山云 涨6.42%，小马智行涨5.02%，欢聚涨0.83%，微牛涨7.10%。 下跌股（按市值从高到低）： 台积电 跌0.24%， 联电 跌0.36%， 理想 汽车跌2.24%， 贝壳 跌0.16%， 蔚来 跌0.38%，中国新城农村跌1.62%， 新东方 跌0.33%，万国数据跌0.52%， 唯品会 跌1.69%，拓臻生物跌0.04%， 慧荣科技 跌0.56%，禾赛科技跌1.41%。 美股周一收高，道指上涨300点，标普500指数上涨逾1%。投资者押注特朗普将达成伊朗和平协议。 道指涨301.68点，涨幅为0.63%，报48218.25点；纳指涨280.84点，涨幅为1.23%，报23183.74点；标普500指数涨69.35点，涨幅为1.02%，报6886.24点。 领涨中概股列表： 领跌中概股列表： （截图来自新浪财经APP 行情-美股-中概股热门板块）下载新浪财经APP 责任编辑：张俊 SF065

(Bloomberg) -- Nvidia Corp. denied a report from website SemiAccurate that it was seeking an acquisition of a large company that would “reshape the PC landscape.”The website said Nvidia had been negotiating a deal for more than a year. The report sparked a rally Monday in the shares of PC makers Dell Technologies Inc. and HP Inc. “The media report is false; Nvidia is not engaged in discussions to acquire any PC maker,” a company spokesperson told Bloomberg News.Dell and HP are among the top PC v

Palantir At $130: Buy, Sell or Hold 24/7 Wall St.

Palantir Technologies (NASDAQ:PLTR) is a Hold at $130. The stock has pulled back sharply from its highs, but the valuation remains stretched enough to keep aggressive buyers on the sideline even as the underlying business accelerates. Palantir builds software platforms that turn complex data into operational decisions. Its three core products (Gotham for government intelligence ... Palantir At $130: Buy, Sell or Hold

SpaceX, Anthropic, and OpenAI are among the high-valuation companies expected to go public in the coming months. But Peter Singlehurst, head of the private companies team at Baillie Gifford, says public market investors have already missed out on a lot of growth. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)

Antonio Bordunovi Dell Inc. ( DELL ) fell 3.3% and HP Inc. ( HPQ ) dropped 3.2% in after-hours trading after Nvidia ( NVDA ) said it's not engaged in talks to acquire a PC maker. Nvidia said a report earlier from SemiAccurate that the company has been in negotiations for over a year to acquire a large PC company is "false," according to an emailed statement sent to Bloomberg. “The media report is false; Nvidia is not engaged in discussions to acquire any PC maker,” a company spokesperson told Bloomberg. Shares of PC makers: Dell Technologies ( DELL ) surged about 6%, while HP ( HPQ ) jumped around 4% following the initial report. More on Dell, HP, etc. HP Inc.: Willing To Bite At A 6.5% Yield, Despite Memory Risk (Rating Upgrade) Nvidia: The Rerating Is Over, The Growth Story Isn't AI Capex Surge, Bottlenecks, And The Race For ROI Nvidia surges into ninth straight day of gains PC stocks surge after report of Nvidia in talks to buy a PC-focused company

On Semiconductor stock gains on a bullish BofA research note. Here’s why analyst Vivek Arya recommends buying ON shares at current levels.

Source: Bloomberg, 7:59

Credo Technology Group ( CRDO ) has entered into a definitive agreement to acquire DustPhotonics, a leading developer of Silicon Photonics Photonic Integrated Circuit (SiPho PIC) technology for optical transceivers, in a cash-and-stock deal. Credo will pay an upfront consideration of $750M cash and ~0.92M shares of Credo common stock. The company may pay incremental contingent consideration of up to ~3.21M shares based on the achievement of certain financial milestones. Credo expects the transaction will be accretive to non-GAAP earnings per share in its fiscal 2027. The transaction is expected to close in the second quarter of calendar 2026. CRDO +2.69% after hours to $137.91. Source: Press Release More on Credo Technology Credo: 'Optics Threat' Creates The Kind Of AI Buying Opportunity I Dream Of Credo: Fantastic Growth Drivers Ahead Make This A Buy Micron, Credo, Lumentum: 3 AI Strong Buys Credo surges as Jefferies initiates with Buy rating due to AI opportunity Insider trades: Nike, Marvell Technology among notable names

Kraken, one of the world’s oldest crypto exchanges, said it’s being extorted by a criminal group that claims to have access to some client account information. Client funds were never at risk, Nick Percoco , chief security officer for Kraken, said in a post on the X social network on Monday. The exchange didn’t say how much was being sought by the group. Some limited client information — including names and addresses — may have been stolen when client support staffers took photos and videos of the data during two incidents, in 2025 and earlier this year, according to a person familiar with the matter who declined to be named because the details haven’t been made public. The company told about 2,000 clients who may have been affected to be careful with outreach to them, the person said. A spokesperson for Cheyenne, Wyoming-based Payward Inc. , which operates under the name Kraken, declined to comment on what client information was exposed. Customer support has been a frequent target of attacks on crypto exchanges in recent years. Hackers bribed customer service agents at Coinbase Global Inc., for example, to steal client data, and then demanded a $20 million ransom to delete it. Kraken was able to repel a similar attack at that time. “What we are seeing is a shift toward the human layer,” said Ari Redbord , global head of policy and government affairs at TRM Labs. “As technical defenses get stronger, the focus moves to the people inside the system, especially those whose job is to be accessible and helpful.” Earlier this month, the decentralized finance project Drift was hit by a hack that drained nearly $300 million in digital assets from the protocol in what industry observers speculated appeared to be a social-engineering-driven attack. Kraken is “actively working with federal law enforcement across multiple jurisdictions to pursue all individuals involved and bring them to justice,” Percoco said in the X post . The extortion comes at a time when the crypto market...