Erik Isakson/DigitalVision via Getty Images Broadcom Inc. ( AVGO ) shares have been in a bit of a downtrend the last few months as the top end of the AI sector has lost some momentum and the Iran war puts pressure on U.S. equities. Despite these near-term headwinds, Broadcom has remained a cash cow and will continue to dominate in the data center long-term. Data by YCharts In my last piece on AVGO back in March 2025, I discussed the company's strong prospects over the next 12 months as data center capex increases and ASICs make headway in the AI accelerator market. I rated the stock a Buy, and it has since appreciated by 73% relative to 15% for the S&P 500 ( SPY ). That article can be read here . I didn't write on the stock for over a year as I focused on other areas of the tech world, but the more I look into the sprawling ecosystem of the modern economy, the more I keep coming back to Broadcom. And it's just getting started. Let's start with some quick context. Despite turning in a highly successful last few quarters, AVGO has struggled to gain upward momentum in recent months as AI and macro fears have both come to the forefront. On the AI side, the market has started getting jittery when it comes to spending, as Microsoft ( MSFT ), Alphabet ( GOOG ), Meta ( META ), and Amazon ( AMZN ) all have fallen precipitously (15%+) following recent earnings reports in which they committed to, cumulatively, more than $600 billion in capex for 2026. On the macro side, the ongoing war in Iran is hurting the market as a whole, and many AI names remain at depressed levels even as tech has held up decently in the current risk-off environment. The main issue in focus is that higher oil prices have renewed inflationary fears, and odds of a rate hike are increasing, just weeks after a rate cut appeared inevitable. It is with these two pressures that you can have a chart that looks like this: Data by YCharts And still get a stock that's down 5% over the last six months. Regardless o...

Erik Isakson/DigitalVision via Getty Images Broadcom Inc. ( AVGO ) shares have been in a bit of a downtrend the last few months as the top end of the AI sector has lost some momentum and the Iran war puts pressure on U.S. equities. Despite these near-term headwinds, Broadcom has remained a cash cow and will continue to dominate in the data center long-term. Data by YCharts In my last piece on AVGO back in March 2025, I discussed the company's strong prospects over the next 12 months as data center capex increases and ASICs make headway in the AI accelerator market. I rated the stock a Buy, and it has since appreciated by 73% relative to 15% for the S&P 500 ( SPY ). That article can be read here . I didn't write on the stock for over a year as I focused on other areas of the tech world, but the more I look into the sprawling ecosystem of the modern economy, the more I keep coming back to Broadcom. And it's just getting started. Let's start with some quick context. Despite turning in a highly successful last few quarters, AVGO has struggled to gain upward momentum in recent months as AI and macro fears have both come to the forefront. On the AI side, the market has started getting jittery when it comes to spending, as Microsoft ( MSFT ), Alphabet ( GOOG ), Meta ( META ), and Amazon ( AMZN ) all have fallen precipitously (15%+) following recent earnings reports in which they committed to, cumulatively, more than $600 billion in capex for 2026. On the macro side, the ongoing war in Iran is hurting the market as a whole, and many AI names remain at depressed levels even as tech has held up decently in the current risk-off environment. The main issue in focus is that higher oil prices have renewed inflationary fears, and odds of a rate hike are increasing, just weeks after a rate cut appeared inevitable. It is with these two pressures that you can have a chart that looks like this: Data by YCharts And still get a stock that's down 5% over the last six months. Regardless o...

Broadcom: Why I'm Buying And Holding This Stock Forever (NASDAQ:AVGO) seekingalpha.com

格隆汇3月24日｜摩根大通首席执行官戴蒙：美国需要反思自身在对华关系上的不足。

Microsoft (MSFT.US) doubles down on AI computing power by taking over Oracle's (ORCL.US) and OpenAI's abandoned data center projects. Moomoo

Georgijevic/E+ via Getty Images U.S. large-cap materials stocks have shown mixed but generally positive year-to-date performance in 2026, with the S&P 500 Materials sector index advancing amid industrial demand recovery and commodity price support from metals and chemicals, aided by the Iran war. Below is a list of the top 10 materials stocks with market capitalizations of $10B or more. The list is arranged by their YTD performance. The list is topped by LyondellBasell Industries N.V. ( LYB ), with a YTD performance up 65.06%. CF Industries Holdings, Inc. ( CF ) and Dow Inc. ( DOW ) are next, highlighting the dominance of commodity chemicals and fertilizers among the top performers in the materials sector. Westlake Corporation ( WLK ) and Solstice Advanced Materials, Inc. ( SOLS ) round out the top five with strong YTD gains. The list also includes diverse industries such as specialty chemicals with Albemarle Corporation ( ALB ), fertilizers with Corteva, Inc. ( CTVA ), industrial gases with Air Products and Chemicals, Inc. ( APD ), copper with Southern Copper Corporation ( SCCO ), and metal containers with Ball Corporation ( BALL ). Here is the list: LyondellBasell Industries N.V. ( LYB ), YTD perf: 65.06%, Quant rating: Strong Buy 4.67 CF Industries Holdings, Inc. ( CF ), YTD perf: 55.39%, Quant rating: Hold 3.45 Dow Inc. ( DOW ), YTD perf: 54.15%, Quant rating: Hold 3.33 Westlake Corporation ( WLK ), YTD perf: 46.74%, Quant rating: Hold 3.17 Solstice Advanced Materials, Inc. ( SOLS ), YTD perf: 46.05%, Quant rating: Not Covered Albemarle Corporation ( ALB ), YTD perf: 18.47%, Quant rating: Hold 3.48 Corteva, Inc. ( CTVA ), YTD perf: 16.01%, Quant rating: Hold 3.12 Air Products and Chemicals, Inc. ( APD ), YTD perf: 12.81%, Quant rating: Hold 3.20 Southern Copper Corporation ( SCCO ), YTD perf: 12.18%, Quant rating: Hold 3.38 Ball Corporation ( BALL ), YTD perf: 9.99%, Quant rating: Buy 3.71 Materials ETFs: ( XLB ), ( VAW ), ( IYM ), ( FXZ ), ( MXI ), and ( RSPM )...

投资者已上调美联储即将加息的概率，但劳动力市场持续脆弱，加之油价飙升对经济增长构成风险，至少目前来看，加息可能性依然渺茫。 3 月 19 日，联邦基金利率期货显示 4 月加息概率为 6%，此后一直维持在正值区间。这是 2023 年 12 月以来，投资者首次认为美联储下一次政策会议加息可能性高于降息。 投资者这一转向，凸显出战争及油价飙升潜在连锁反应给美国经济带来的巨大不确定性。但密切追踪美联储的经济学家与分析师均表示，短期加息仍极不可能发生。 花旗集团经济学家维罗妮卡・克拉克称：“油价冲击当然构成新的通胀风险，但它同时也是 —— 甚至可以说更是 —— 对经济增长的负面冲击，对就业也可能产生不利影响。” 政策制定者似乎也持相同观点。在战争爆发后发布的最新一轮经济预测中，美联储 19 位决策官员里， 无人预计今年会加息 ，仅有一人预计 2027 年加息。事实上，多数官员都释放了再次降息的信号。 美联储主席杰罗姆・鲍威尔上周会议后向记者表示：“会议中确实提到了，我们下一步行动有可能是加息。” 但他补充称，联邦公开市场委员会 “绝大多数成员” 并未将加息作为基准情景预期。 官员们迅速指出，油价冲击对通胀的影响可能是暂时性的，而利率调整需要数月时间才能传导至经济。这意味着加息对通胀的抑制作用，可能要等到物价上涨结束甚至回落之后才会显现。 多位分析师表示，要为加息找到合理依据，能源价格飙升必须持续更久、传导至其他产品与服务领域，同时劳动力市场要推动薪资持续上涨。 瑞银 首席美国经济学家乔纳森・平格尔称：“加息的真正理由，应该是劳动力市场表现强劲。” 而这与美联储官员的预测并不相符。其中位预测显示，今年年底失业率将为 4.4%，与当前水平完全一致，且多位官员仍担忧劳动力市场较为脆弱。 俄罗斯油价冲击阴影 投资者可能仍对 2022 年俄罗斯入侵乌克兰引发的油价冲击记忆犹新。当时油价在 2022 年 2 月暴涨，美联储随即在 3 月启动加息。但当时的经济背景截然不同：当年初美联储青睐的通胀指标已突破 6%，失业率也从疫情中完全复苏。企业在紧张的就业市场中争抢劳动力，进一步推 高通 胀压力。 责任编辑：郭明煜

ASML employees join walkout, unions urge management to reconsider job cuts Reuters

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The latest tally of analyst opinions from the major brokerage houses shows that among the components of the S&P 500 index, Baxter International is now the #225 analyst pick, moving up by 2 spots. This rank is formed by averaging the analyst opinions for each compone

财联社3月24日讯（记者 卢阿峰） 处于转型阵痛期与业绩收复期的 灵康药业 （603669.SH），正试图通过一份详尽的问询函回复，消解监管和市场对其财务数据真实性的疑虑。 今日晚间，灵康药业发布公告，就上交所对其2025年度业绩预告相关事项的问询进行了逐一回应。针对市场高度关注的医药流通业务收入规模差异、心脑血管类产品毛利率波动以及数千万市场营销服务费的去向等核心问题，灵康药业交出了明细“账单”，审计机构中审亚太会计师事务所也出具了专项核查意见，认定相关资金流向不存在变相输送利益的情形。 值得注意的是，这并非灵康药业首次因经营及财务问题受到交易所关注。2024年，公司在年报披露后亦曾收到上交所问询，重点涉及收入确认方式调整、业务模式变化及部分板块波动等问题。彼时公司已对部分业务由总额法改为净额法核算进行说明。此次再度被问询，关注点进一步聚焦至流通业务放量及费用结构，监管问询呈现出由“会计处理合规性”向“业务实质与收入质量”延伸的特点。 医药流通业务放量，灵康药业称“基数小、增速快” 在问询函中，上交所首先指向了灵康药业医药流通业务的“数据矛盾”：2025年上半年，公司流通业务收入约1.3亿元，但核心子公司西藏骅信仅贡献了1851万元。这种量级的脱节，让外界一度质疑公司是否存在收入虚增或统计口径重叠。 灵康药业对此回应称，医药流通及代理业务并非仅由西藏骅信单一主体承担，而是由西藏骅信与浙江灵康药业有限公司（简称“浙江灵康”）共同驱动的双主体模式。其中，浙江灵康作为成立超过20年的老牌主体，拥有完善的GSP仓库及84名专业员工，是公司在华东地区开展流通业务的“大本营”；而西藏骅信则更偏向于通过委托第三方（如华润科伦）提供仓储配送服务的轻资产模式。 数据显示，2025年公司流通业务实现了爆发式增长，公司披露，2024年医药流通及代理业务收入为4631.36万元，其中流通业务收入1365.17万元、代理业务收入3266.19万元；到2025年，这一数字已升至1.60亿元，其中流通业务7732.35万元、代理业务8228.47万元。 灵康药业解释称，这种增长源于公司在集采政策压力下的战略转型——通过引入阿胶、安宫牛黄丸、氢溴酸加兰他敏注射液等高价值品种，利用原有覆盖全国的院线渠道资源进行“嫁接”。 在解释增长逻辑时，灵康药业把自己定位为“基数小、增速快”的转型样本。公司称，...

Chevron Corp. is planning to buy some of the first shipments of crude from Sable Offshore Corp.’s platforms off the coast of Santa Barbara, weeks after the Trump administration green-lit the restart of production. The intention by Chevron to buy an initial 20,000 barrels a day of oil is another boost for Sable, which has faced concerted environmental opposition to its attempt to revive operations in Californian water. Sable’s plans have also become politicized amid the debate over how to address fast-rising fuel prices in the state. “We’re going to run Sable’s crude at El Segundo in April,” the president of Chevron’s downstream, midstream and chemicals businesses, Andy Walz said in an interview Tuesday, referring to the company’s Los Angeles fuel-making plant that can process 269,000 barrels of oil daily. Sable’s shares rose as much as 10% on the news of Chevron’s plans to purchase the company’s crude. Earlier this month, acting on an executive order from President Donald Trump , Energy Secretary Chris Wright instructed Houston-based Sable to restart a pipeline system taking oil from a cluster of offshore platforms to the mainland. Read More: Trump Officials Direct Sable to Resume California Oil Operations “We think the Sable opportunity is a good thing for America,” Walz said on the sidelines of the CERAWeek by S&P Global conference in Houston. “We’re taking American crude oil, putting it in American pipelines, running an American refinery and selling those products to American motorists and it’s going to be cheaper than importing,” he said. Sable’s project could quickly start pumping 45,000 to 55,000 barrels per day of crude once restarted. That’s a drop in the bucket compared to daily US petroleum demand totaling more than 20 million barrels, but a significant amount of oil for California. The state that has seen a multi-decade decline in domestic oil production, from over 1 million daily barrels in the 1980s to just shy of 250,000 in 2025.

The latest tally of analyst opinions from the major brokerage houses shows that among the 30 stocks making up the Dow Jones Industrial Average, Boeing is the #5 analyst pick. Boeing also comes in above the median of analyst picks among the broader S&P 500 index components,

格隆汇3月24日｜欧洲央行管委Francois Villeroy de Galhau表示，如果能源价格上涨开始波及经济其他领域，央行已做好准备应对通胀。Villeroy周二在巴黎介绍法国央行的年度报告时表示：“我们上周四一致决定维持利率不变，但我们处于良好境地，能够在必要时以必要的方式采取行动。”欧洲央行部分政策制定者暗示，随着能源价格上涨向商品和服务传导，央行可能最早于下月考虑提高借贷成本。

Meta Platforms Inc stock faces AI-driven volatility amid analyst upgrades and strategic pivot on Nas AD HOC NEWS

FeelPic/iStock via Getty Images Since hostilities began in the Middle East three weeks ago, I’ve urged investors to stay calm and resist the temptation to panic-sell. While I still stand by that advice, it’s important to point out that this conflict isn’t resolving as quickly as initially expected. The situation has escalated, and the economic consequences are becoming clearer. We’re witnessing what I’d call a two-speed oil crisis, and understanding that split might be helpful in positioning your portfolio in the coming weeks and potentially months. The “Real” Oil Price Could Be Much Higher West Texas Intermediate ( WTI ) crude, the U.S. benchmark, topped $100 per barrel on Thursday of last week. To be sure, that’s elevated, but the spike was much worse in 2022 after Russia invaded Ukraine. EIA The real story is what’s happening in markets that fly under many investors’ radars. In Oman, for instance, crude reportedly hit a record $173 per barrel last week, surpassing even the 2008 financial crisis spike. The gap between Oman and U.S. prices now stands at more than $70 per barrel, according to the Kobeissi Letter. That’s one of the largest divergences on record, and it’s a reminder that the commonly quoted benchmarks—WTI and Brent—reflect U.S. and North Sea supply conditions, not the crisis that’s unfolding in the Middle East. What this tells me is that Western oil prices are understating the severity of the global shortage. If the Strait of Hormuz does not reopen soon, prices here in the U.S. will inevitably catch up as inventories are drawn down. Why the U.S. Is Better Positioned Than You Might Think Having said that, the good news for American investors is that the U.S. has never been better insulated from a Middle Eastern energy shock. Domestic production is strong, with output nearing 14 million barrels every day, and the International Energy Agency (IEA) has already begun releasing 400 million barrels from member countries’ emergency reserves. BBVA’s latest ana...

Bera hf. mun birta afkomutilkynningu fyrir tímabilið 1. mars 2025 til 28. febrúar 2026 eftir lokun markaða þann 26. mars 2026.

Source: Bloomberg, 0:00

猝死发生后的1分钟内，应立即实施心肺复苏，并运用AED开展急救，抢救成功率可达90% ；每延误1分钟成功率下降10%，如果超过10分钟才开始抢救，患者的死亡率几乎为100%。 张雪峰的去世再度引发社会对于心源性猝死的关注，这种疾病越来越多地发生于年轻人。 据此前中国国家心血管病中心统计，我国每年心源性猝死者高达55万人，相当于平均每天1500人死于心脏骤停，每分钟就有1个人因为心脏骤停突然倒地。 另据此前发布的一份《中国心血管健康与疾病报告》估算，中国心血管病现患病人数约3.3亿人，心血管疾病治疗已经造成了巨大的社会负担。 临床发现，猝死发生后的1分钟内，应立即实施心肺复苏，并运用自动体外除颤器（AED）开展急救，抢救成功率可达90% ；每延误1分钟成功率下降10%，如果超过10分钟才开始抢救，患者的死亡率几乎为100%。 专家呼吁，院前急救是降低心脑血管死亡率的重要手段。这就要求将院前急救也纳入急救体系的一部分，为更多急危重症患者争取求生的时间。 上海市第十人民医院心脏中心主任医师、泛血管中心主任张毅对第一财经记者表示：“这需要制度、设备和人员等各方面的配合。” 张毅向第一财经记者分析称，导致心源性猝死的主要原因与常见的心血管危险因素相似，包括熬夜、缺乏运动、吸烟、饮酒。“要预防猝死没有特别的方法，只能靠坚持健康的生活方式，定期进行心血管相关的体检，了解自己的心血管状况。”他表示。此外，遗传性心肌疾病也是导致任何年龄猝死的重要原因。

ARTESIA, N.M., March 24, 2026--Artesia General Hospital (AGH), a top provider of comprehensive care across southeastern New Mexico, and TruBridge, Inc. (NASDAQ: TBRG), a leading provider of healthcare technology solutions for rural and community hospitals, announce the integration of Microsoft Dragon Copilot. Microsoft Dragon Copilot is an AI-powered clinical assistant that uses ambient listening technology to transcribe conversations and update the TruBridge electronic health record (EHR) in re

Dario Amodei, co-founder and chief executive officer of Anthropic, at the AI Impact Summit in New Delhi, India, on Thursday, Feb. 19, 2026. Prakash Singh | Bloomberg | Getty Images Anthropic heads to San Francisco federal court on Tuesday to ask a judge to temporarily pause the Pentagon's blacklisting of its Claude artificial intelligence models and President Donald Trump's directive banning federal government agencies from using that technology. If the preliminary injunction is awarded, the AI startup will be able to continue doing business with government contractors and federal agencies as its lawsuit against the Trump administration plays out in court. Without the injunction, the company has said, it could lose billions of dollars in business. The hearing on Anthropic's request, which will be conducted by U.S. District Judge Rita Lin, is set to begin at 4:30 p.m. ET. The hearing can be viewed via Zoom . Earlier in March, the Department of Defense designated Anthropic a so-called supply chain risk , meaning that use of the company's technology purportedly threatens U.S. national security. It was the first time an American company had been hit with that designation. The label, if allowed to continue, will require defense contractors, including Amazon , Microsoft , and Palantir , to certify that they do not use Claude in their work with the military. Palantir is continuing to use Claude in its work with the department as the legal battle plays out, CEO Alex Karp told CNBC on March 12. Anthropic's model is also being used in the war with Iran. Anthropic has argued that there is no basis to consider the company a supply chain risk. The company also said it is being unfairly retaliated against because it demanded that the DOD not use Claude for fully autonomous weapons or mass surveillance of Americans. The Pentagon insists it does not use the AI models for such purposes. Lin could issue a ruling from the bench about Anthropic's motion on Tuesday, or she could deliver...