In this article BABA Follow your favorite stocks CREATE FREE ACCOUNT Consumers browse Huawei phones in a shopping mall in Yantai, Shandong Province, China on March 8, 2026. Cfoto | Future Publishing | Getty Images Huawei's push to develop its own artificial intelligence chip has yet to drive the double-digit revenue gains of its peers, as Chinese companies strive to narrow the gap with the U.S. on AI. Cloud computing revenue from external customers fell by 3.5% in 2025 to 32.16 billion yuan ($4.6 billion), Huawei said. The company is the second-largest cloud provider in mainland China. While overall cloud revenue including internal customers rose by 4.8% to 72.8 billion yuan, the main ICT infrastructure segment reported revenue growth that slowed to 2.6%, down from 4.9% in 2024. That's the segment that would include Huawei's self-developed Ascend AI chip solutions , meant to rival Nvidia . Huawei's total ICT revenue for 2025 was 375.01 billion yuan. The U.S. has restricted Chinese companies' access to the most advanced Nvidia chips, while Beijing has urged tech self sufficiency at home. watch now VIDEO 6:05 06:05 Rebellions CEO on the future of memory, AI chips Europe Early Edition Huawei's decline in cloud revenue to external customers comes as ByteDance has rapidly grown its AI cloud business in China in the last several months, albeit from a small base. The TikTok owner is reportedly ramping up access to high-end Nvidia chips in a partnership deal with a planned Malaysia data center . ByteDance and Alibaba also plan to place orders of Huawei's new AI chip, Reuters reported last week, citing sources . ByteDance declined to comment. The two other Chinese companies did not immediately respond to a CNBC request for comment. U.S.-developed AI tools are generally considered the most capable in the world , although some Chinese models have shown an edge in video generation. Not all U.S. AI models are officially accessible in mainland China. Huawei's modest cloud growth ...

Today's Analyst Rating | Citi Cuts Its Price Target Cut on Micron Technology to $425, Daiwa Initiates Coverage on GE Aerospace With Target Price of $301 富途牛牛

Today's Analyst Rating | Citi Cuts Its Price Target Cut on Micron Technology to $425, Daiwa Initiates Coverage on GE Aerospace With Target Price of $301 news.futunn.com

Umnat Seebuaphan/iStock via Getty Images Introduction The Apollo Global Management, Inc. NT 7.625% 53 ( APOS ) is an issue that I last covered over two years ago ( article link ). While the Note does not mature until 2053, Apollo has the right to Call it every five years starting in 2028. As part of my analysis, I found two other Notes with similar features as I deem that important when deciding if a single issue is a good investment choice. My rating in 2024 for APOS was a Sell, down from a Buy due to the price jump during that time period. I currently see no risk in terms of payment or bankruptcy concerning APOS as its coverage ratios are excellent, plus backstopped by Apollo Global. With its 7.5% yield, I am again giving it a Buy rating. Apollo Global Management Review Data by YCharts Seeking Alpha describes Apollo Global Management ( APO ) as (edited): Apollo Global Management, Inc. is a private equity firm specializing in investments in credit, private equity, infrastructure, secondaries and real estate markets. The firm prefers to invest in private and public markets. The firm's private equity investments include traditional buyouts, recapitalization, distressed buyouts and debt investments in real estate, corporate partner buyouts, distressed asset, corporate carve-outs, middle market, growth, venture capital, turnaround, bridge, corporate restructuring, special situation, acquisition, and industry consolidation transactions. For credit strategies, the firm focuses to invest in multi-sector credit, semi-liquid credit, direct lending, first lien, unitranche, whole loans and private credit. The firm launches and manages hedge funds for its clients. It also manages real estate funds and private equity funds for its clients. The firm invests in the fixed income and alternative investment markets across the globe. The firm conducts in-house research to create its investment portfolio. Apollo Global Management, Inc. was founded in 1990. This is how Apollo Global Ma...

ABDERRAHIM ELOUIHSSANI/iStock via Getty Images The ability to recognize a problem and transform yourself into something new is uncommon. Many companies will ignore the future or even present problems to maintain the status quo that they feel comfortable in. There's a famous meeting in 2000 where the founders of Netflix ( NFLX ) pitched their company to the CEO of Blockbuster. The opportunity was to buy 49% of Netflix for $50 million. At that time, Netflix was simply a DVD rental service where you could send off to get DVDs in the mail and then return them to get more. Blockbuster at that time was a massive rental movie and video game store chain. They didn't see Netflix as a potential competitor at all. Fast forward, Blockbuster no longer exists as a major company, and Netflix is a powerhouse in the media sphere as a massive streaming company. Blockbuster became a relic of the past because of its inability to see the future and adapt to it. This can also happen within the fund space. Portfolio managers of different closed-end funds (CEFs) can be very focused on what they think is important and fail to adapt to retail investors' interests or demands. This can lead a fund to suffer and languish with poor returns and poor investor sentiment. Some funds focus on exciting investors through their yield alone, which can bring in new investment because of high yields and not because of the underlying portfolio success. What happens when a fund is failing? It's very rare for a fund to completely close up shop out of the blue. Some funds will be rolled or merged into other ones, as PIMCO or Invesco have done in the past. They'll take smaller, lagging funds and merge them with larger, more successful funds to keep that capital in-house and the fees from managing that capital rolling in. Today, I want to look at a fund that didn't have a sister fund to roll it into and instead was bought out by a different portfolio manager. The prior manager was replaced with a new one, and th...

Leila Melhado/iStock Editorial via Getty Images MercadoLibre Price: $1,757.58 (2/27/26) Market Capitalization: $89.1B Enterprise Value: $94.2B What the Company Does MercadoLibre ( MELI ) operates the largest e-commerce marketplace in Latin America connecting over 100 million active buyers across 18 countries in the region. About 90% of the gross merchandise value (GMV) sold on MELI’s commerce platform comes from third-party sellers, while MELI steps in to buy and re-sell the remaining 10% of GMV where there are gaps in sellers’ competitiveness. MELI’s logistics arm handles delivery of ~95% of marketplace items, with about half of those volumes stored and fulfilled through MELI-operated fulfillment centers, enabling 75% of orders to be delivered within 48 hours. MELI’s fintech platform capitalizes on the data-rich insights from MELI’s marketplace, offering consumers digital wallets, debit/credit cards, while also providing merchants with payment infrastructure, point-of-sale solutions, and working-capital financing. MELI’s advertising platform effectively monetizes merchants competing for the demand already created by MELI’s commerce platform. In 2025, ~53% of revenue came from Brazil, ~24% from Mexico, ~21% from Argentina, and ~4% from other countries. Why We Own It MELI serves as the de facto commerce and financial infrastructure provider for a region of >500MM people (~45% more than US) with GDP of $5.5T that has long lacked the banking access, credit infrastructure, and logistics reliability required for small and midsize businesses ( SMBS ) to scale efficiently. MELI has essentially transformed those structural bottlenecks into a self-reinforcing flywheel by embedding a fintech/payments platform to reduce friction and encourage repeat spending, extending credit to unlock liquidity for merchants and consumers, and building a scaled logistics network to ensure fast, reliable fulfillment. As a result, MELI is attractively positioned at the center of a massive and g...

Magdalena Wygralak/iStock Editorial via Getty Images Since I last checked on the British pharmaceuticals' stock GSK ( GSK ) in December last year, its price has risen by 12%. Interestingly, this is despite the stock having lost 11% of its value since the highs of January, exacerbated by the US-Iran war that has affected markets as such. This alone is a reflection of the stock's strength. And its recent drug approvals, particularly in China along with its full-year 2025 results further confirm that the company is in a solid place. It's not without risks, for sure, but the positives do raise the question, is GSK one to Buy even now? The answer is yes, but maybe not for short-term investors. China market gains momentum A cursory look at GSK's press releases for 2026 clearly shows recent headway in the China market. The latest of these is the approval of Exdensur, the treatment for severe asthma, following a go-ahead from the US in December and the EU in February. This is the second approval from China under the company's Respiratory, Immunology & Inflammation (RI&I) sub-segment in 2026, which in turn, comes under the specialty medicines category. The other one is for Nucala , which treats patients suffering from chronic obstructive pulmonary disease [COPD]. Nucala is already the fourth biggest revenue generating treatment for GSK, bringing in over 6% of total sales in 2025. Besides these approvals, a few other treatments are under review, which can further strengthen GSK's portfolio if and when approved. One of these is the hepatitis drug Bepirovirsen and Linerixibat, which treats a rare autoimmune disease of the liver. The vaccine Arexvy, which addresses lower respiratory tract disease, is also under review for patients over 60 years of age. These developments are key for two reasons: #1. RI&I's significant growth contribution The significance of GSK's specialty medicines segment can't be emphasised enough. Accounting for over 41% of the company's sales in 2025, it wa...

Donny DBM/iStock via Getty Images Growing with your country: Thoughts from a long-term optimist Every year, I write this letter as a distillation of a year's worth of conversations with clients and employees, world leaders, CEOs—and people investing for their retirement. Lately, no matter who is speaking, they're saying the same thing: We're not sure how to navigate this moment. It's understandable. We are living through a period where things that would've defined a decade have become routine: wars with global repercussions, trillion-dollar companies, a fundamental reordering of international trade, and the advent of the most significant technology since, at least, the computer. Too often, this gets filtered through a short-term lens. Daily market moves are treated as signals of lasting change, and complex economic or technological transitions are compressed into headlines. We live in a world where information moves instantly, and reactions follow just as fast. At times, it can feel dopamine-driven—where constant input rewards short-term impulses. But speed can distort perspective, crowding out long-term thinking. To be fair, in financial markets all this short-term activity serves a purpose. It's how new information is absorbed, risks are priced, and capital is allocated. But over time, staying invested has mattered far more than getting the timing right. Over the past two decades, every dollar invested in the S&P 500 grew more than eightfold. Miss just the ten best days, and you would have earned less than half. 1 And some of the market's strongest days came amid the most unsettling headlines. The danger is that we focus so much on the noise that we forget what actually matters. The forces behind today's headlines have been building for a long time. The old model of global capitalism is fracturing. Countries are spending enormous sums to become self-reliant—in energy, in defense, in technology. Meanwhile, the vast majority of wealth has flowed to people who owned ...

Getty Images Key Takeaways Markets: US equities collectively delivered solid gains during the fourth quarter of 2025, maintaining their upward trajectory against a backdrop of generally robust corporate earnings, despite some mixed economic signals and investor concerns about stretched technology valuations. Continued monetary easing by the US Federal Reserve (Fed), along with a constructive shift in US-China relations, supported investor sentiment. Contributors: Allocations to both the fixed income and equity sides of the portfolio contributed to the fund's absolute returns, while selection assisted relative results. Detractors: Underweight equity positioning and an overweight fixed income allocation slightly detracted from relative returns. Outlook: We believe fixed income yields remain historically attractive, and we are constructive on equity markets despite volatility within certain sectors. Broad diversification and a high degree of flexibility underpin our approach to navigating the year ahead. Our diversified portfolio is designed to pursue income stability while selectively participating in secular growth themes using tools like equity-linked notes. Performance Review Franklin Income Fund (Advisor Class shares without sales charges) outperformed its benchmark , the Blended 50% MSCI USA High Dividend Yield Index + 25% Bloomberg High Yield Very Liquid Index + 25% Bloomberg US Aggregate Index, for the quarter ended December 31, 2025. Over the course of the quarter, the fund increased its fixed income allocation while keeping equity exposure relatively unchanged . Fixed income allocations to the health care and consumer discretionary sectors, as well as securitized products, had a positive effect on absolute fund performance. Meanwhile, energy hindered fixed income returns during the period. On an individual issuer basis, Community Health Systems ( CYH ), Tronox Holdings ( TROX ) and Freddie Mac were the top performers within the fund's fixed income positioning...

Belkin makes some of the best zip-up cases for the Nintendo Switch 2. Full stop. The company’s aptly titled Charging Case , which includes a 10,000mAh battery to keep your console charged while it’s protected, is particularly novel, although tough to justify at its usual asking price of $69.99. How about for around $45 instead? Now we’re talking. Right now, you can grab the battery-equipped case from Belkin with free shipping for about $25 off when you use promo code VERGE35 at checkout, which drops the price to $45.49 for a limited time. If you want some deal context, Amazon recently knocked the price down to $59.49 as part of its ongoing Big Spring Sale , which was its lowest price to date before Belkin’s discount arrived. Belkin Charging Case for Nintendo Switch 2 Where to Buy: $69.99 $45.49 at Belkin (with code VERGE35) $69.99 $59.49 at Amazon $69.99 $59.49 at Best Buy Belkin’s case holds the console, 12 cartridges, plus whatever accessories you can stow in its mesh pocket (there’s also a discreet sleeve for sliding in an AirTag). It also includes a USB-C cable with a right-angle connector, allowing you to charge your console while the case is zipped up. The company claims that the battery strapped inside can top off a Switch 2 nearly twice, and it supports up to 20W charging speeds. And it’s easy to tell how much juice is left in the battery thanks to its LCD screen. If you were considering a case and a portable battery for your Switch 2, this is a solid — and now quite affordable — accessory that I recommend picking up.

This is part of our package about Apple's 50th anniversary, read more here . It's a famous story on its way to becoming legendary: Apple cofounder Steve Jobs was pushed out of Apple in 1985, spent more than a decade in the wilderness, and then returned to Apple in 1997 to save it from bankruptcy and transform it into one of the world's most valuable companies. That's true, so far as it goes, but this interregnum is too often simplified as when Apple CEO John Sculley got rid of Steve and ruined the company. And that's really not true. Not only was the Jobs who was ejected from Apple completely unprepared to run the company (as his disastrous … Read the full story at The Verge.

When JPMorgan Chase & Co. hit the market to sell $3.8 billion worth of junk bonds for the construction of a data center backed by Nvidia Corp ., investors piled in, placing some $14 billion of orders by the time the sale wrapped up. Never mind that few of them had much experience dealing with the company now responsible for bringing that data center to life: Tract Capital . Founded by a data center veteran just four years ago, Tract Capital oversees a land-development company that has secured more than 30,000 acres from Nevada to Virginia along with a portfolio of water rights. It’s betting that powered land, or real estate that has the energy access needed for data centers, will pay off richly as AI infrastructure becomes essential to the US economy. “When we started Tract, we were still boring people at dinner parties talking about data centers — people’s eyes rolled back in their heads,” said Graham Williams , the president of Tract Capital’s land-development company. “Now it’s all people want to talk about.” Counting land that’s both owned and under contract, the upstart holds one of the country’s biggest property reserves for data centers — the total area is bigger than San Francisco. The goal is to equip all of that space with power, ready it for data centers within five to seven years and then flip it at big premiums. There’s little doubt demand exists for what Tract is pitching. Hines Real Estate Holdings, a privately-held firm whose business also includes helping secure land with energy connections for Big Tech sites, estimates that 40,000 acres of powered land will be needed to meet data center demand through 2030. “We feel really good about the inventory that we’ve created, because really the low hanging fruit’s all gone,” said Tract’s Williams. Some rivals and industry insiders are skeptical about whether Tract has a clear path to electricity and profits. They complain it’s one of many in a horde of speculators clogging queues for power on an increasingl...

“This deal [with Eli Lilly, announced Sunday March 29] is a combination of an asset licensing and collaboration. We’ve collaborated with Lilly in the past and they are actually one of the most active and expert users of our software,” says Alex Zhavoronkov, founder and co-CEO of Insilico Medicine. Zhavoronkov joins Bloomberg Intelligence pharmaceuticals analyst Sam Fazeli to explain how Insilico is using AI to compress drug-discovery timelines from years to months, pursue novel targets and compe

NEW YORK, March 31, 2026 (GLOBE NEWSWIRE) -- 1847 Holdings LLC (OTC: LBRA) (“1847” or the “Company”), a diversified acquisition holding company focused on identifying and monetizing overlooked, deep-value businesses, today announced results for fiscal year 2025, which include audited financial statements, as reflected in the independent auditor’s report within the Form 10-K filed with the U.S. Securities and Exchange Commission.

LAS VEGAS, March 31, 2026 (GLOBE NEWSWIRE) -- TON Strategy Company (“TON Strategy” or the “Company”) (Nasdaq: TONX) , a digital asset treasury company dedicated to holding Toncoin ($TON), today reported financial results for the full year ended December 31, 2025 and provided an update on its TON treasury operations.

NORCROSS, Ga., March 31, 2026 (GLOBE NEWSWIRE) -- Galectin Therapeutics, Inc. (NASDAQ: GALT), the leading developer of therapeutics that target galectin proteins, today reported financial results and provided a business update for the year ended December 31, 2025.

Full Year Sales of $136 Million, Up 3.3% on Comparable Basis for the U.S. and Canada Full Year Sales of $136 Million, Up 3.3% on Comparable Basis for the U.S. and Canada

Oracle rolls out AI data hub for US agencies to cut silos Stock Titan

NVIDIA puts $2B into Marvell to widen AI chip and network ties Stock Titan

Kestra, the open-source orchestration platform unifying data, AI, infrastructure and business workflows, today announced a $25 million Series A funding round led by RTP Global, with continued participation from Alven, ISAI and Axeleo. The round brings Kestra's total funding to $36 million.

ELEHEAR joins the ranks of Google, Nvidia, Adidas, TSMC, and moreNew York, March 31, 2026 (GLOBE NEWSWIRE) -- ELEHEAR is proud to have been named to Fast Company’s prestigious list of the World’s Most Innovative Companies of 2026. This year’s list shines a spotlight on businesses that are shaping industry and culture through their innovations. Alongside the World’s 50 Most Innovative Companies, Fast Company recognizes 720 honorees across 59 sectors and regions. Over the past 1 year, ELEHEAR has

Collaboration Delivers Greater Choice and Flexibility for Customers and Fully Compatible With NVIDIA AI InfrastructureSANTA CLARA, Calif., March 31, 2026 (GLOBE NEWSWIRE) -- NVIDIA and Marvell Technology, Inc. (NASDAQ: MRVL) today announced a strategic partnership to connect Marvell to the NVIDIA AI factory and AI-RAN ecosystem through NVIDIA NVLink Fusion™, offering customers building on NVIDIA architectures greater choice and flexibility in developing next-generation infrastructure. The compan

AbbVie (NYSE: ABBV) will announce its first-quarter 2026 financial results on Wednesday, April 29, 2026, before the market opens. AbbVie will host a live webcast of the earnings conference call at 8 a.m. Central time. It will be accessible through AbbVie's Investor Relations website at investors.abbvie.com. An archived edition of the session will be available later that day.

ORACLE FEDERAL FORUM -- Oracle today announced the availability of Oracle AI Data Platform for US federal agencies. Purpose-built to securely connect industry-leading generative AI models with agency data, applications, and workflows, the platform enables civilian and defense agencies to unify critical information so they can move faster, reduce information silos, and make informed, mission-critical decisions at scale.

Oracle Federal Forum -- Oracle today announced its Defense Industrial Base Isolated Cloud Environment, a new, secure isolated cloud deployment option. With this new cloud environment, defense contractors can collaborate more effectively within air-gapped Oracle National Security Regions that are designed to meet the highest U.S. government classification standards.

In California’s Sacramento River Valley, a lush agricultural region known for producing rice and alfalfa, one tribal group is taking steps to claim a piece of the global AI boom. Colusa Indian Energy, a power company wholly owned by the Colusa Indian Community, is set to announce Tuesday that it’s partnering with developer Strata Expanse to build an AI infrastructure project on land belonging to the Cachil Dehe Band of Wintun Indians. The tribe has agreed to lease several acres of land to start, with plans for that to top 100 acres in the next 18 months, said Kenneth Ahmann, chief operating officer of Colusa Indian Energy. The initial site will serve as a place for customers to test chips, cooling systems and networking tools before committing to larger projects. Eventually, Ahmann said, Colusa Indian Energy hopes to support a sprawling data center campus in the region. The deal marks a rare AI partnership involving a tribal group, with the promise of helping the community diversify its economy. The agreement will lead to more jobs and utility sales in the area, Ahmann said, as well as “a revenue share on the data center side.” Over the past three-plus years, the relentless demand for computing power to support AI software has sparked a land grab across the country for data centers. Developers have pushed for more and larger facilities in rural communities, deserts and downtowns, sparking growing community pushback over concerns about straining power grids and the supply of water , among other issues. The backlash has spread to tribal groups as well, with some moving to ban construction of data centers on their land, citing a similar set of concerns. The Trump administration, meanwhile, has encouraged tribal communities to consider the financial benefits from opening up their territory to data centers as the government pushes to compete with China on AI. “Partnering with a data center developer holds tremendous opportunity right now — from land leases to selling pow...

The U.S. tax code, overseen by the Internal Revenue Service (IRS), is quite wonky, which is why many individuals simply don't worry about it until it's too late. Last year, Congress passed President Donald Trump's signature piece of legislation thus far in his second term, known as the One Big Beautiful Bill Act (OBBBA). While the legislation was sprawling, allocating spending across many government departments, it also focused heavily on tax cuts, primarily making many of the cuts that Congress implemented during Trump's first term permanent. It also added several new tax cuts and provisions. One of the provisions made the estate tax exemption, which was set to sunset after 2025, permanent, and even increased it to $15 million per individual. This is a big deal, particularly for high-net-worth individuals. Here's what it means for your legacy estate planning. Continue reading

LAS VEGAS, March 31, 2026--Channel Partners Conference & Expo and MSP Summit 2026 today announced a dynamic keynote and executive speaker lineup for its 2026 event, taking place April 13–16 at The Venetian Convention and Expo Center in Las Vegas. Timo Bauer, Global Head of Commercial Partner Channels for Amazon Leo, Amazon’s low Earth orbit satellite initiative, will headline the keynote in a fireside chat that will examine satellite connectivity and provide insight into how next-generation sate

SEATTLE, March 31, 2026--Strike Graph, the leading AI-native compliance management platform, today announced the results of its participation in the AWS and Meta "Building with Llama" program: a new suite of proprietary small language models (SLMs) developed for Strike Graph’s platform that match or exceed the accuracy of leading commercial AI on compliance-specific tasks, at a fraction of the cost and latency. Selected as one of only 33 startups from more than 1,000 applicants—placing in the to

(Bloomberg) -- The US government’s largest affordable housing program was supposed to be supercharged by President Donald Trump’s signature tax law. So far, that jolt hasn’t arrived. That’s because, investors and developers say, their efforts to take advantage of the dramatic expansion of the Low-Income Housing Tax Credit have bumped up against some unintended consequences. In particular, the law increased the potential size of any given affordable housing development deal eligible for the credi