Android has been creeping into cars for more than a decade, first with the phone-based Android Auto and later with built-in Android Automotive OS. Even when Android is running on cars, it has not been allowed outside of the infotainment box. That could begin changing soon with Google's new plans for software-defined vehicles (SDVs), but don't expect most carmakers to step on the gas right away. Ca...
Android has been creeping into cars for more than a decade, first with the phone-based Android Auto and later with built-in Android Automotive OS. Even when Android is running on cars, it has not been allowed outside of the infotainment box. That could begin changing soon with Google's new plans for software-defined vehicles (SDVs), but don't expect most carmakers to step on the gas right away. Car companies are notoriously protective of the software running on their vehicles, which has become a core part of the experience as cars have shifted to " computers on wheels ." Part of that is a matter of safety, but the data collected by automotive software is also highly valuable. As a result of everyone going their own way, vehicles have different software stacks that can include incompatible components from myriad suppliers. Google says it can fix this "fragmentation" mess with a more powerful version of Android Automotive OS (AAOS) designed for SDVs. For better or worse, cars are increasingly reliant on software for new features—for example, remote climate controls or using smart keys on your phone. Google's car efforts didn't start there, but they've definitely trended in that direction. Early on, the company's in-car play was Android Auto, which could run on a phone or be projected from a phone to supported car displays. Google eventually dropped the phone-based Auto to focus on the projected Android Auto experience and Android Automotive OS, which runs Android locally on the vehicle. That's where Google's latest initiative is focused. Read full article Comments
Amid artificial intelligence concerns, chips are one area that aren’t feeling the crunch. Although the war in Iran has understandably grabbed headlines, investors remain wary about AI. Nvidia is down nearly 6% this year, while the Roundhill Magnificent Seven exchange-traded fund is off 10.5%.
Amid artificial intelligence concerns, chips are one area that aren’t feeling the crunch. Although the war in Iran has understandably grabbed headlines, investors remain wary about AI. Nvidia is down nearly 6% this year, while the Roundhill Magnificent Seven exchange-traded fund is off 10.5%.
We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. Broadcom Inc. (NASDAQ:AVGO) ranks #6 (see the Jim Cramer’s top 5 stock picks in 2026 here). Jim Cramer recently said that semiconductor stocks like Broadcom Inc. (NASDAQ:AVGO) remain hot amid rising demand for chips. He told investors that money might be getting out of software […]
We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. Broadcom Inc. (NASDAQ:AVGO) ranks #6 (see the Jim Cramer’s top 5 stock picks in 2026 here). Jim Cramer recently said that semiconductor stocks like Broadcom Inc. (NASDAQ:AVGO) remain hot amid rising demand for chips. He told investors that money might be getting out of software […]
Douglas Rissing/iStock via Getty Images I have been holding the iShares 20+ Year Treasury Bond ETF ( TLT ) since late 2023, and it's been a frustrating ride. Sure, the monthly distributions are nice, but the lack of movement has been frustrating. This article looks at why TLT has remained in a range despite a tumultuous backdrop and what could trigger a break in the pattern and a sustained trend. ...
Douglas Rissing/iStock via Getty Images I have been holding the iShares 20+ Year Treasury Bond ETF ( TLT ) since late 2023, and it's been a frustrating ride. Sure, the monthly distributions are nice, but the lack of movement has been frustrating. This article looks at why TLT has remained in a range despite a tumultuous backdrop and what could trigger a break in the pattern and a sustained trend. A Repetitive Range TLT has been in a contracting range since it bottomed in 2023. The lack of trend reflects a bond market that is uncertain about the future and unwilling to keep trading in either direction for a sustained period. Any time it seems like one side has the upper hand, the move fades and reverses. There are many factors driving this behavior, but at its core, two opposing forces are essentially balancing out. The first major driver comes from growth scares/labor market weakness. This heightens expectations of rate cuts and triggers a TLT rally. That in itself leads to some stabilization as yields drop. The second opposing force develops as rate cuts are delivered. By this time, the backdrop is already improving, and the outlook steadies. The focus then shifts from the labor market to inflation, and TLT drops again. As TLT drops, yields rise, growth concerns heighten, and the cycle repeats. TradingView I last wrote about TLT in September 2025, when I warned not to get too excited about rate cuts, as the reaction was likely to be similar to the previous flurry of cuts in late 2024. That largely played out, although the move up and the move down were less volatile. TradingView The reduced volatility may be a function of the market being more prepared and a lack of a surprise factor. The reaction the second time around is rarely as large as the first. Indeed, volatility has trended down for several years and has reached levels last seen in 2018 and 2019 before Covid reversed a trend that lasted for decades. Data by YCharts Of course, there are many other events ha...
IRGC Navy Turns Back Containership Seeking Hormuz Passage As Iran Starts Charging $2 Million Toll Amid reports of increasing traffic through the Strait of Hormuz, Alireza Tangsiri, a commander of the Islamic Revolutionary Guard Corps Navy, said on X that the containership Selen was turned back by the IRGC Navy for "failing to comply with legal protocols and lacking permission to transit the Strait...
IRGC Navy Turns Back Containership Seeking Hormuz Passage As Iran Starts Charging $2 Million Toll Amid reports of increasing traffic through the Strait of Hormuz, Alireza Tangsiri, a commander of the Islamic Revolutionary Guard Corps Navy, said on X that the containership Selen was turned back by the IRGC Navy for "failing to comply with legal protocols and lacking permission to transit the Strait of Hormuz." Needless to say, that is an upgrade from firing missiles at it. کشتی کانتینربر SELEN به دلیل عدم رعایت پروتکلهای قانونی و نداشتن مجوز عبور از #تنگه_هرمز ، توسط نیروی دریایی سپاه به عقب بازگردانده شد. عبور هرگونه شناور از این آبراهه مستلزم هماهنگی کامل با حاکمیت دریایی ایران است و این مهم جز به پشتوانه مردم شریف ایران به دست نمیآمد. pic.twitter.com/g6ei29Y90Q — علیرضا تنگسیری (@alirezatangsiri) March 24, 2026 Tangsiri said passage through the waterway requires full coordination with Iran’s maritime authorities. His comments echo what he said a week ago when he told local media that has not yet closed the Strait of Hormuz and the vital waterway is “only being controlled.” Tangsiri, who almost certainly is toward the top of the Pentagon's most wanted list, warned a week ago after the Israeli attack on the South Pars gas field that "oil facilities associated with America are now on par with American bases and will come under fire with full force" and "warned citizens and workers to stay away from these facilities." While the reason why the Selen was turned back is unclrear, it probably is because the captain refused to pay the toll Iran has started charging on some commercial vessels passing through the Strait of Hormuz, in yet another sign of Tehran’s control over the world’s most important maritime energy channel. Payments of as much as $2 million per voyage are being sought on an adhoc basis, effectively creating an informal toll on the waterway, according to Bloomberg . Some vessels have made the payment, though the mechanism wasn’t immediately clear - includ...
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting ...
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting with us, check out the Odd Lots Discord , where you can hang out and talk with us and with other listeners 24/7. Here’s what Tracy’s thinking about... This morning we got flash PMIs for the US and they were ... not great. The composite index for March came in at 51.4, an 11-month low. Meanwhile, input prices for both manufacturing and services are creeping higher again. Here’s S&P Global: “Prices paid for inputs meanwhile spiked higher, due principally to the energy price jump caused by the war. Overall average input costs rose to the fastest degree for ten months. Higher costs were passed on to customers to generate the largest rise in selling prices in over three-and-a-half years.” So the direction of travel is clearly uncomfortable for many businesses, consumers, a Federal Reserve still grappling with inflation above its 2% target, and a market that remains reluctant to fully price out rate cuts for the rest of this year. What I’d like to focus on here though, is a perhaps unappreciated inflation driver at both the input and output ends of the economy: plastic packaging. Plastic packaging is everywhere. It’s the bottles that contain your water. It’s the crates and pallets that help store and move goods around warehouses. It’s the shrink wrap around your sandwich, etc. Think of what you’re purchasing when you buy a bag of carrots at a grocery store, for instance. There’s the cost of actually farming the carrots: energy, land rent, fertilizer, labor. There’s the transport cost to get the carrots from the farm to the grocer. And then there’s the store’s expenses; again a mi...
Sheikh Nawaf Al-Sabah, chief executive officer of Kuwait Petroleum Corp., speaks during the CERAWeek by S&P Global conference in Houston, Texas, US, on Tuesday, March 11, 2025. F. Carter Smith | Bloomberg | Getty Images HOUSTON — Kuwait on Tuesday said Iran's closure of the Strait of Hormuz amounts to an economic blockade of Gulf Arab oil producers, warning that the impact is beyond catastrophic a...
Sheikh Nawaf Al-Sabah, chief executive officer of Kuwait Petroleum Corp., speaks during the CERAWeek by S&P Global conference in Houston, Texas, US, on Tuesday, March 11, 2025. F. Carter Smith | Bloomberg | Getty Images HOUSTON — Kuwait on Tuesday said Iran's closure of the Strait of Hormuz amounts to an economic blockade of Gulf Arab oil producers, warning that the impact is beyond catastrophic and will trigger a domino effect across the world. "We are outraged by this attack against us," Shaikh Nawaf Al-Sabah, the CEO Kuwait Petroleum Corporation, told the oil industry at S&P Global's CERAWeek energy conference in Houston. "This is an attack not only against the Gulf, but it is an attack that is holding the world's economy hostage," said Al-Sabah, who delivered his remarks via video conference from Kuwait after cancelling his appearance in Houston due to the war. Kuwait has declared a force majeure on its delivery contracts and ramped down oil production because it cannot export to the global market. KPC is only producing oil from domestic consumption right now, Al-Sabah said. Saudi Aramco CEO Amin Nasser warned earlier this month that the Iran war would have "catastrophic consequences" for the world economy. Nasser understated the impact of the Strait's closure, Al-Sabah said. "It's a domino effect," Al-Sabah said. "The costs of this war don't stay within geographical lines in this region. They extend all the way through the supply chain." It will take months for oil production in the Gulf to reach full capacity because Kuwait and its neighbors have shut oil wells, Al-Sabah said. Kuwait was producing about 2.6 million barrels per day prior to the war, making it the fifth-largest producer in OPEC. "We have resilient reservoirs that bring out quite a bit of production immediately — within a few days," Al-Sabah said. "The bulk of it will come within a few weeks and then the full production will come within three or four months." The emergency oil release by more tha...
We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. NVIDIA Corporation (NASDAQ:NVDA) ranks #4 (see the Jim Cramer’s top 5 stock picks in 2026 here). NVIDIA Corporation (NASDAQ:NVDA) remains a core holding in Jim Cramer’s stock portfolio. In December, he reiterated his call for investors to own the stock for the long term and […]
We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. NVIDIA Corporation (NASDAQ:NVDA) ranks #4 (see the Jim Cramer’s top 5 stock picks in 2026 here). NVIDIA Corporation (NASDAQ:NVDA) remains a core holding in Jim Cramer’s stock portfolio. In December, he reiterated his call for investors to own the stock for the long term and […]
Ployker/iStock via Getty Images Portfolio managers: Kent Newcomb, CFA®; and Andy Smith, CFA® Subadvisor: Allspring Global Investments, LLC Category: Utilities Fund Strategy Selects stocks based on the evaluation of factors such as dividend payouts, dividend growth and market capitalization. Review of company fundamentals, such as valuation, earnings growth and financial condition, helps the portfo...
Ployker/iStock via Getty Images Portfolio managers: Kent Newcomb, CFA®; and Andy Smith, CFA® Subadvisor: Allspring Global Investments, LLC Category: Utilities Fund Strategy Selects stocks based on the evaluation of factors such as dividend payouts, dividend growth and market capitalization. Review of company fundamentals, such as valuation, earnings growth and financial condition, helps the portfolio managers focus on companies with dividends that appear reasonably sustainable with potential for moderate dividend growth. The team seeks a diversified, but focused, portfolio of companies with the ability to regularly raise dividends and seeks to provide investors positive risk adjusted returns with focus on downside risk management during periods of market stress. Average Annual Total Returns (%) As Of 12/31/2025* 3 MONTH YEAR TO DATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE FUND INCEPTION (1/04/94)^ Utility and Telecommunications Fund-Inst -1.06 15.64 15.64 9.10 7.53 9.90 9.04 S&P 500 Utilities Index -1.40 16.04 16.04 10.00 9.73 10.61 — Click to enlarge *Returns for periods less than one year are not annualized. Figures quoted represent past performance, which is no guarantee of future results, and do not reflect taxes a shareholder may pay on an investment in a fund. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted and assumes the reinvestment of dividends and capital gains. Current month-end performance is available at the fund's website, allspringglobal.com . Institutional Class shares are sold without a front-end sales charge or contingent deferred sales charge. The fund's gross expense ratio is 0.84%. The fund's net expense ratio is 0.72%. The manager has contractually committed, through July 31, 2026, to waive fees and/or reimburse expenses to the extent necessary to cap the f...
We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. Alphabet Inc. (NASDAQ:GOOGL) ranks #3 (see the Jim Cramer’s top 5 stock picks in 2026 here). Jim Cramer has openly regretted selling Alphabet Inc. (NASDAQ:GOOGL) shares due to AI-related threats and regulatory pressures. Cramer was uncertain whether the company would be able to […]
We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. Alphabet Inc. (NASDAQ:GOOGL) ranks #3 (see the Jim Cramer’s top 5 stock picks in 2026 here). Jim Cramer has openly regretted selling Alphabet Inc. (NASDAQ:GOOGL) shares due to AI-related threats and regulatory pressures. Cramer was uncertain whether the company would be able to […]
Yahoo Finance Anchor Josh Lipton tracks today's top moving stocks and biggest market stories in this Market Minute. Arm Holdings (ARM) stock is soaring after announcing its first-ever in-house chip with Meta Platforms (META) as a lead partner. US stocks (^DJI, ^GSPC, ^IXIC) are under pressure amid fading optimism over easing tensions in the Iran war and renewed geopolitical uncertainty weighing on...
Yahoo Finance Anchor Josh Lipton tracks today's top moving stocks and biggest market stories in this Market Minute. Arm Holdings (ARM) stock is soaring after announcing its first-ever in-house chip with Meta Platforms (META) as a lead partner. US stocks (^DJI, ^GSPC, ^IXIC) are under pressure amid fading optimism over easing tensions in the Iran war and renewed geopolitical uncertainty weighing on sentiment. Circle Internet Group (CRCL) is sinking from a sharp reversal following its recent rally. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.
Sundry Photography At its Arm Everywhere event in San Francisco, Arm Holdings ( ARM ) took the wraps off its long-awaited custom-designed CPU, aimed at the data center market. Known as the Arm AGI CPU, the newly announced chip is aimed at agentic AI workloads. It can deliver more than twice the performance per rack when compared to traditional x86 platforms made by Intel ( INTC ) and AMD ( AMD ), ...
Sundry Photography At its Arm Everywhere event in San Francisco, Arm Holdings ( ARM ) took the wraps off its long-awaited custom-designed CPU, aimed at the data center market. Known as the Arm AGI CPU, the newly announced chip is aimed at agentic AI workloads. It can deliver more than twice the performance per rack when compared to traditional x86 platforms made by Intel ( INTC ) and AMD ( AMD ), the company said in a statement . The Arm AGI CPU has up to 136 V3 cores per CPU and is a system-on-a-chip, offering 6 GB/s memory per core at sub-100ns latency. It's also efficient, the company said, as it uses around 300 watts of electricity, supports 1U server chassis' air-cooled deployments with up to 8,160 cores per rack, and liquid-cooled systems that can deliver more than 45,000 cores per rack. Arm added that the CPU was developed in concert with Meta Platforms ( META ), which will be its first major customer for the chips. It will be produced by Taiwan Semiconductor ( TSM ). The company also noted that companies such as Cerebras, Cloudflare ( NET ), F5 ( FFIV ), OpenAI ( OPENAI ), Positron, Rebellions, SAP ( SAP ), and SK Telecom will deploy the Arm AGI CPU for key agentic CPU use cases. “AI has fundamentally redefined how computing is built and deployed. Agentic computing is accelerating that change,” said Arm CEO Rene Haas in a statement. “Today marks the next phase of the Arm compute platform and a defining moment for our company. With the expansion into delivering production silicon with our Arm AGI CPU, we are giving partners more choices all built on Arm’s foundation of high-performance, power-efficient computing, to support agentic AI infrastructure at global scale.” Arm added that it is partnering with companies such as ASRock Rack, Lenovo, Quanta Computer, and Supermicro for CPU availability. Early systems are available now, and broader availability is expected in the second half of the year, the company said. More on Arm Holdings Arm Holdings: Resilience I...