Key Points Some economists are predicting an increased risk of a recession in the next year. The steps you take now will determine how your portfolio fares during a bear market. While it's normal to feel nervous right now, there are still silver linings for investors. 10 stocks we like better than S&P 500 Index › Recession fears are ramping up again, and now top economists at Moody's forecast a 49% chance that a U.S. recession will begin in the next 12 months. Analysts at Goldman Sachs are slightly more optimistic, predicting a 25% recession risk, but both figures could change quickly depending on oil prices. To be clear, nobody can predict exactly what the market will do in the near term. Recession forecasts aren't always correct, and much of the future will depend on how the war in Iran unfolds. But for now, it's wise to prepare your investments for a potential recession just in case. Here are the steps I'm taking. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » 1. I'm strengthening my emergency fund One of the best moves you can make during periods of economic uncertainty is to build a robust emergency fund with enough savings to last at least three to six months. Stock market downturns are particularly bad times to withdraw your money, because you risk locking in significant losses by selling your investments for less than you paid for them. To avoid losing money, it's generally best to stay in the market until prices eventually recover. However, emergencies and unexpected expenses don't stop during downturns. When you have a healthy cushion of cash in a savings account that you can pull from at a moment's notice, it will be easier to leave your investments untouched. 2. I'm creating a buying strategy Recessions aren't bad times to buy stocks. In fact, exactly the opposite is true. The market ...

欧洲主要股指收盘多数上涨 2026-03-24 00:44:48 来源： 同花顺7x24快讯 分享 文章提及标的 德国法兰克福DAX指数 -- 伦敦金融时报100指数 -- 法国巴黎CAC40指数 -- 富时100 -- 意大利MIB指数 -- 欧洲主要股指收盘多数上涨，欧洲斯托克(Eurostoxx)50指数涨1.42%，英国富时100指数（FTSE）跌0.15%，法国cac40（FCHI）指数涨0.79%，德国dax（GDAXI）30指数涨1.22%，富时意大利MIB指数涨0.81%。

On February 17, 2026, Quantedge Capital reported selling out of DNOW (DNOW +1.99%), unloading 351,310 shares previously worth $5.36 million. What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Quantedge Capital reported a complete sale of its 351,310-share position in DNOW. The quarter-end position value for DNOW declined by $5.36 million as a result. What else to know Quantedge Capital sold out its DNOW stake, which previously represented 2.9% of AUM. Top holdings after the filing: NYSE:PVH: $31.50 million (15.0% of AUM) NYSE:HLF: $29.00 million (13.8% of AUM) NYSE:BWA: $16.37 million (7.8% of AUM) NYSE:ADNT: $14.73 million (7.0% of AUM) NYSE:YELP: $7.31 million (3.5% of AUM) As of Monday, shares of DNOW were priced at $11.79, down about 27% over the past year and significantly underperforming the S&P 500, which is instead up about 15% in the same period. Company overview Metric Value Price (as of Monday) $11.79 Market capitalization $2.2 billion Revenue (TTM) $2.8 billion Net income (TTM) $89 million Company snapshot DNOW offers a broad portfolio of energy and industrial products, including pipes, valves, fittings, instrumentation, safety supplies, and original equipment for downstream, midstream, and upstream sectors. The company generates revenue primarily through the distribution of maintenance, repair, and operating supplies, as well as supply chain and materials management solutions for energy and industrial clients. It serves a diversified customer base comprising drilling contractors, oil and gas companies, refineries, petrochemical and chemical processors, utilities, and industrial manufacturers across the United States, Canada, and international markets. DNOW is a leading distributor of energy and industrial products, leveraging an extensive network of locations to support customers across the energy value chain. The company’s strategy centers on delivering integrated supply chain solutions and value-added...

格隆汇3月24日｜以色列国防军：我们打击了位于德黑兰的伊朗革命卫队中央指挥部。

A record streak of short bets is at risk of unwinding, priming US equities for a comeback with hedge funds and systematic strategies poised to drive the next wave of buying, according to Citadel Securities’ Scott Rubner . “The conditions for a rally are very high — if geopolitical tensions ease — considering one of the largest short positions on US stocks that we’ve ever seen,” Rubner, the firm’s head of equity and equity derivatives strategy, said in an interview. The setup leaves markets highly sensitive to the next positive catalyst, he said, cautioning that this is not yet a “buy stocks today” call. It’s a reflection of how some sophisticated investors have responded to recent volatility. Rather than selling core holdings across single stocks, many hedge funds — particularly multi-strategy firms that tactically use short products to reduce net exposure — have aggressively shorted exchange-traded funds to hedge against further downside. ETF trading activity has surged to a historic proportion of total volume, creating what Rubner described as a large pool of short bets, made based on pre-programmed trading rules. ETFs have accounted for roughly 35% of trading in recent weeks — peaking near 47% — as investors used them to rapidly adjust exposure. If tensions in the Middle East ease and volatility declines, those positions may unwind quickly. “You have a very large number of short positions in the market that were put on based on rules, not necessarily what clients wanted to do,” he said. “That can flip.” Monday gave investors a taste of how quickly markets can turn as US stocks climbed after President Donald Trump promised a five-day reprieve on military strikes against Iranian energy infrastructure. Equities have been under pressure since the US began its offensive in late February. Further stabilization could drive incremental buying from systemic strategies which have been aggressively deleveraging. Commodity trading advisers, risk-parity funds and volatility-t...

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Monday's key moments. 1. Stocks surged Monday after President Donald Trump said the U.S. and Iran had "productive" discussions in recent days about a resolution to the Middle East conflict, and that he was halting strikes on Iranian power plants and energy infrastructure. That drove the three major averages up roughly 2% and pushed international oil benchmark Brent crude down 10% to $100 per barrel. Within our portfolio, Qnity Electronics rallied over 5%, among the largest gainers in the S & P 500 . Capital One , an economically sensitive stock, climbed almost 3%, as the fall in oil prices provides relief to consumers. On the tech side, Broadcom and Nvidia roughly 4% and 1.5%, respectively. The market ended last week firmly oversold at minus 7 on the S & P Short Range Oscillator , our trusted momentum indicator. Jim Cramer believes instead of selling into the bounce, "I personally want things to let ride" because of the fast changes in investor psychology. At the same time, Director of Portfolio Analysis Jeff Marks mentioned that for investors looking to raise cash, booking some gains is rational. We have ample cash at the Club, though. 2. Another Club outperformer on Monday was GE Vernova , whose shares were up 5% and set a fresh 52-week high of nearly $921 during the session. A bullish note from Morgan Stanley added fuel to the rally in the gas turbine maker's shares. The analysts raised their price target on the stock to $960 from $871 and reiterated their buy-equivalent rating. The firm said continued strong AI-related demand is pushing gas turbine prices even higher, which is good for GE Vernova's margins. Jim noted that GE Vernova's gas turbines are sold out for years. Morgan Stanley added that the company's electrification business — home to products like transformers and switchgear, which help distribute the electricity its turbines ...

BNS (TSX: BNS) sells autocallable notes tied to NVIDIA with 59% trigger Stock Titan

格隆汇3月24日｜美国驻欧盟大使Andrew Puzder警告称，如果欧盟未能批准搁置中的美欧贸易协议，预计将面临更多关税。Puzder周一表示：“如果这项贸易协议流产，你们将面临更高的关税，而对我们来说不会有任何改变。”他还表示：“不通过这项协议是经济上的失当。”

【有線新聞】歐洲核子研究中心預訂今天將驗證史上首次用貨車運送反粒子，約有1,000粒反質子，中心早前又聯同中國的研究團隊發現了一種類似質子的新粒子。 中國科學院大學物理科學學院的研究團隊根據曾發現上帝粒子的大型強子對撞機中兩個質子對撞的底夸克探測器實驗結果，發現一種新強子，類似所有物質組成都有原子核內帶正電荷的質子，質子數目亦是決定化學特性的原子序。 新發現的強子與質子都是由數量一樣但性質不同的3個夸克組成，質子是由2個「上」夸克及1個「下」夸克組成，新強子則是由2個「粲」夸克及1個「下」夸克組成。根據愛因斯坦質能轉換式，新強子的質量大約為36億電子伏特除以光速平方。 底夸克探測器的項目發言人意大利高能物理學家瓦尼奧尼指，研究成果將有助於檢驗基本粒子研究中的量子色動力學模型，即描述強相互作用的理論。這次亦是歐洲核子研究中心在強子對撞機實驗展開16年來發現第80粒強子。 他們周二亦會迎來另一個里程碑，史上首次用貨車運送反粒子，這次運送的是反粒子中是反質子，我們的世界主要由正粒子組成，但物理實驗則可看到反粒子的存在。當正粒子與反粒子相遇時，便會出現所謂的「粒子湮滅」，例如電子與反電子相遇，便會變成兩個伽馬輻射型光子。質子與反質子相遇則會產生介子流，然後再衰變成一堆光子和中微子，這種湮滅更會因為100%的質能轉換產生巨大的能量，所以運送反質子的主要難題之一在於如何保持真空、低溫等穩定狀態和環境，並令反質子不會遇上充斥各處的質子而湮滅。關鍵之一在於用「彭寧離子阱」裝置來鎖穩反質子，中心近年已類比驗證以貨車運送此裝置內的質子，證明同樣利用裝置運送反質子的構思有可能實現。

格隆汇3月24日｜苹果据称将在本月内宣布针对地图应用的广告计划，拟在其地图应用中添加搜索广告。

Advanced Micro Devices, Inc. is in talks with the South Korean artificial intelligence startup Upstage regarding the potential sale of ten thousand Instinct MI355 accelerators. Although the contract has not yet been finalized, its scale and strategic significance make it an important signal for the AI infrastructure market in Asia. The potential order aims to build computing power for Upstage’s large language models and support the development of sovereign AI projects in South Korea. Upstage is one of the participants in a government AI program where four teams compete for the status of the national winning model. Until now, NVIDIA GPUs have dominated these projects, and AMD’s potential role in a ten-thousand-unit cluster represents a significant effort to increase competition and strengthen the company’s presence in the region. For AMD, the transaction could serve several strategic purposes. First, a cluster of ten thousand chips represents a significant scale for a local startup and government program and could serve as a reference for other clients in the region. Second, the deal demonstrates that AMD can penetrate national AI programs, where political considerations and technological patriotism may carry more weight than product specifications alone. Third, every major AMD contract reminds investors that the GPU and AI market is no longer dominated by a single supplier, while the Instinct portfolio is gaining recognition among companies requiring high-performance computing infrastructure. Currently, these are ongoing negotiations, so the market impact will depend on the contract’s finalization and delivery terms. Historically, announcements of major AI contracts have positively influenced AMD’s stock price, but until the transaction is finalized, it should be considered a signal of potential future revenue rather than a guarantee of immediate financial gains. The discussions with Upstage also highlight growing competition and demand for AI infrastructure in Asia...

Western Asset Municipal High Income Fund ( MHF ) reported total net assets of $154.6M, slightly down from $155.2M last quarter and flat year-over-year. Net investment income rose modestly to $1.36M from $1.30M quarter-over-quarter. Earnings per share remained steady for investment income at $0.06, while total EPS fell to $0.07 from $0.31. More on Western Asset Municipal High Income Fund Dividend scorecard for Western Asset Municipal High Income Fund

Broadcom (AVGO) Stock Surges Nearly 5% on Bernstein’s Bullish AI Upgrade Blockonomi

AMD FSR SDK 2.2 released with FSR Upscaling 4.1 and FSR Ray Regeneration 1.1 GamingOnLinux

Nvidia (NVDA) Insiders Dump $14.26 Million in Stock Over 48 Hours Blockonomi

要点 贝莱德 CEO 拉里・芬克表示，历史数据显示，在市场动荡期坚持持仓，回报远优于试图择时操作。 芬克在周一发布的年度董事长致投资者信中写道：“长期来看，保持持仓远比精准择时更重要”。 芬克同时警告，人工智能的迅猛发展可能加剧贫富不均。 贝莱德（BlackRock）CEO 拉里・芬克敦促投资者抵制择时入市的诱惑，他指出，历史经验表明，在市场动荡期坚持持仓，能获得高得多的回报。 “长期来看，保持持仓远比精准择时更重要，” 芬克在周一发布的年度董事长致投资者信中写道，“市场表现最好的一些日子，往往出现在最令人不安的新闻头条之中”。 他以过去 20 年为例：投资标普 500 指数的每 1 美元都增长了 8 倍多。但如果在此期间错过仅 10 个最佳交易日，总回报将不到原来的一半。 这位亿万富翁发出警告之际，市场正日益受地缘政治、通胀和技术变革引发的情绪剧烈波动所左右。周一，在特朗普总统宣布美伊已举行会谈、并暂停对伊朗能源基础设施的打击后，股市大幅反弹。 “危险在于，我们过于关注杂音，却忘记了真正重要的东西，” 芬克写道，“今日新闻背后的力量早已酝酿多时。旧的全球资本主义模式正在瓦解。各国正投入巨资，力求在能源、国防和科技领域实现自主可控”。 贝莱德是全球最大资产管理公司，截至 2025 年底，其管理资产规模达 14 万亿美元。 芬克还警告，人工智能的迅猛发展可能加剧贫富不均，让已持有资产的人群更加富有，而其他人则被进一步甩在身后。 “过去几代人创造的巨额财富，大多流向了已持有金融资产的人群。如今，人工智能可能以更大规模重演这一模式，” 他表示。 近期股市上涨中，与人工智能相关的企业贡献了相当大的份额，收益集中在相对少数的公司及其股东手中。 责任编辑：郭明煜

Gold pared dramatic losses as US President Donald Trump postponed military strikes against Iranian energy infrastructure for a five-day period after what he described as productive talks toward ending hostilities. Oil also fell sharply, posting one of the biggest intraday price swings on record, after President Donald Trump posptoned strikes on Iranian power plants and said his team held discussions about ending the conflict, though Tehran denied any such dialog. Bloomberg's Mike McGlone joins to discuss on Bloomberg Intelligence. (Source: Bloomberg)

Investing.com -- Bank of America remains upbeat on ASML after meetings with investors across Asia, with analyst Didier Scemama stating in a note that the “key message” is that the memory cycle “is likely to remain strong through at least 1H27E.” According to BofA, this strength points to “upside potential in memory CAPEX,” supporting its view that ASML will be the “prime beneficiary” as EUV adoption broadens and layer counts increase. BofA cites three major catalysts. First, the firm expects high-NA EUV adoption in 2028, driven by TSMC and SK Hynix, following confirmation that tool availability reached 80% at the end of 2025 and should reach 90% by the end of 2026. Scemama models 15 high-NA tool deliveries in 2028. Second, BofA says low-NA EUV capacity is “likely to be reached by 4Q27E,” with 22 tool deliveries that year, suggesting ASML could signal an EUV capacity increase in 2026. The firm argues its €52 billion revenue estimate for 2028 is “increasingly conservative” compared with the consensus. Third, BofA expects ASML to hold a capital markets day later this year and sees room for the company to raise its 2030 revenue guide to a range of €53.7 billion to €65.4 billion. While noting investor scepticism around hybrid bonding adoption, BofA maintains that uptake will be gradual but real, supported by expected use in high-end smartphones and next-generation HBM technologies. “We maintain our Buy rating/top pick on ASML,” Scemama writes, with an unchanged price target of €1,598. Related articles BofA remains bullish on ASML stock after Asia checks 5 reasons why Jefferies thinks Meta’s pullback is a buying opportunity Morgan Stanley CIO survey: Why AI hype isn’t boosting 2026 IT budgets

Key Points Sessa Capital increased its Sotera Health holding by 10,630,381 shares in the fourth quarter. The quarter-end position value rose by $206.47 million, reflecting both the share addition and stock price movement. Post-trade, the fund holds 20,550,000 shares valued at $362.50 million. 10 stocks we like better than Sotera Health › On February 17, 2026, Sessa Capital disclosed a major buy of Sotera Health (NASDAQ:SHC), adding 10,630,381 shares in an estimated $175.80 million trade based on quarterly average pricing. What happened According to a filing with the Securities and Exchange Commission dated February 17, 2026, Sessa Capital purchased 10,630,381 additional shares of Sotera Health in the fourth quarter. The estimated transaction value is $175.80 million, calculated using the average closing price for the quarter. The fund’s quarter-end position value in Sotera Health rose by $206.47 million, a figure reflecting both trading activity and stock price movement. What else to know The post-trade stake represents close to 7% of Sessa Capital’s 13F reportable assets under management. Top holdings after the filing: NASDAQ: WBD: $1.31 billion (26.1% of AUM) NYSE: HUM: $593.94 million (11.8% of AUM) NASDAQ: ILMN: $446.48 million (8.9% of AUM) NYSE:PCG: $394.97 million (7.9% of AUM) NYSE:COF: $377.65 millino (7.5% of AUM) As of Monday, SHC shares were priced at $13.99, up 18% over the past year and slightly outperforming the S&P 500’s roughly 15% gain in the same period as a result. Company overview Metric Value Price (as of Monday) $13.99 Market capitalization $4.0 billion Revenue (TTM) $1.2 billion Net income (TTM) $77.9 million Company snapshot Sotera Health offers sterilization services (gamma, electron beam, and EO processing), laboratory testing, and advisory solutions for medical device, pharmaceutical, and related industries. The firm serves medical device manufacturers, pharmaceutical companies, and food/agricultural product providers globally. It maintai...

JHVEPhoto/iStock Editorial via Getty Images Investment Thesis Micron Technology, Inc. ( MU ) is benefiting from spectacular growth due to rising demand from the AI data center buildout. FQ2 '26 sales stood at $24 billion, up nearly 200% YoY. This was accompanied by an expanding margin, driven by price increases, as MU capitalized on the memory chip shortage. This opportunistic pricing isn't MU's invention - it's a long-standing dynamic that is now being re-examined for smoother, fairer supply chain dynamics in what is largely considered a commoditized market. For investors, the surge in earnings is exhilarating. EPS reached $12.2/share during FY2 '26 (period ended February 2026), up nearly 700% from the $1.56 EPS figures delivered in the same period of 2025. MU's outlook is even more impressive. With shares trading at single-digit forward P/E multiples, the market might be inflating the cyclicality and commodity discounts. On the market, shares are up 370% since I last rated this ticker a Buy in late 2024, when MU's position in the AI supply chain wasn't as clear as it is today. My 12-month price target for MU is now $1000/share based on Wall Street's consensus adjusted EPS forecast of $58/share and a forward P/E multiple of 17.2x (MU's 5-year average P/E multiple ). This translates to a 137% upside from Friday, March 20, 2026, of $422/share. Seeking Alpha Premium From Supplier to Strategic Partner For years, the relationship between MU and its customers has been transactional. MU and other memory providers often found themselves holding the bag after being excluded from supply chain discussions. In its latest annual report, management states: Our customers are generally reluctant to enter into long-term, fixed-price purchase contracts. We typically enter into long-term agreements with our customers with acknowledgment that pricing, quantity, and other terms will be periodically negotiated to reflect market conditions and our customers’ demand for our products. This...

Micron's AI Boom May Be Bigger Than The Market Thinks (Rating Upgrade) (NASDAQ:MU) Seeking Alpha

Apple Inc. is preparing to introduce advertising in its Maps app, part of a broader push to generate more money from services. An announcement could come as early as this month, according to people with knowledge of the matter. The system will operate similarly to advertising in Google Maps, allowing retailers and brands to bid for ad slots against search queries, said the people, who asked not to be identified because the plans are private. The program would let a restaurant bid for a search term — say, sushi. Then when a user seeks that type of food, an ad for the location of the highest bidder would appear at the top of the results. Like Google, Yelp Inc. uses a similar approach in its app and website. A spokesperson for Apple declined to comment. The increased ad revenue will bolster a services business that already generates more than $100 billion a year for Apple. The operation now accounts for more than a quarter of the company’s sales, up from less than 10% a decade ago. But Apple faces challenges in services, with regulators pushing for changes to its App Store model. The company’s multibillion-dollar search deal with Alphabet Inc. ’s Google is also under threat from a switch to artificial intelligence-based searches. The ad growth could help offset a slowdown in other areas. Apple’s advertising division remains relatively small but should generate about $8.5 billion this year, according to Emarketer. Bloomberg News previously reported that ads were coming to Apple Maps this year. Apple’s advertising division is led by veteran executive Todd Teresi , who reports to Eddy Cue , the senior vice president of services and health. The company changed the name of its advertising push last year to Apple Ads from Search Ads, underscoring its growing ambitions. Read More: Apple’s $100 Billion-a-Year App Store Will Never Be the Same Under Apple’s plan, the ads will begin appearing inside Maps as early as this summer on the iPhone and other devices — in addition to the...

Apple Is Set to Put Ads in Apple Maps in Services Push Bloomberg.com

400tmax/iStock Unreleased via Getty Images Wells Fargo chief equity strategist Oh Sung Kwon said the firm is warming up to tech stocks after being bearish on hyperscalers ( META ) ( AMZN ) ( GOOGL ) ( GOOG ) ( MSFT ) for years, citing improving fundamentals and attractive valuations. “I think hyperscalers are starting to look a lot more interesting,” Kwon said in a CNBC interview Monday. The shift comes as Kwon noted the Nasdaq ( COMP:IND ) ( QQQ ) has already derated by 25% since October, calling it “one of the most extreme deratings that we have seen in history.” Kwon said Wells Fargo’s previous bearish position stemmed from weakening free cash flow at major cloud companies, with 2026 estimates falling by roughly two-thirds over the past year because of massive capital expenditures. However, he said analysts now believe the sector has reached an inflection point. “Our analysts think that we are actually at an inflection point where free cash flow could actually come in above where consensus is,” Kwon said, adding that top-line growth estimates remain too conservative. “I think the street is still underestimating their potential top line growth story.” On the question of whether hyperscalers are overinvesting in artificial intelligence infrastructure, Kwon pushed back, noting that demand continues to outpace supply. “If AI is truly that transformative, then hyperscalers are probably not overinvesting,” he said. “There might be a little bit of delay on the return on investment, but if AI is really that good and we’re just gonna need more compute power too.” Beyond tech, Kwon recommended a barbell approach pairing technology with commodities. The firm remains underweight on both consumer discretionary and consumer staples, while maintaining overweight positions in energy and materials. Tech ETFs: ( VGT ), ( XLK ), ( IYW ), ( FTEC ), ( IXN ), and ( RSPT ). Artificial Intelligence/Robotics ETFs: ( AIQ ), ( BOTZ ), ( DTEC ), ( WTAI ), ( XAIX ), ( WISE ), ( GINN ), ( ROB...

Wells Fargo warms up to hyperscalers (AMZN:NASDAQ) Seeking Alpha

Why Python on the Mainframe? A Platform Engineer’s Perspective Broadcom

Apple Stock (AAPL): Morgan Stanley’s Survey Notes iPhone Share Gains, Says ‘Foldables a Bigger Driver Than Apple Intelligence’ TipRanks