It's always good to get paid for the work you do, but it's even better to get paid while doing nothing, and that's the beauty of passive income. Whether it's rental income, royalties, or dividends, passive income is money that works while you're not working. Thankfully, passive income in the stock market is as simple as buying a dividend stock or exchange-traded fund (ETF) and holding onto it. It's a way to get rewarded simply for being patient. You don't have to rely only on stock-price growth to make money. Not all dividend stocks or ETFs are created equal, though. Some are built for long-term success, like the Schwab U.S. Dividend Equity ETF (SCHD 0.65%). If you're looking for decades of passive income, it's a great go-to fund to consider today. SCHD has criteria to help you avoid yield traps With some dividend ETFs, you have to worry about yield traps (an attractive yield on a bad business) because the ETF is mainly concerned with the yields of the stocks it holds. However, this isn't the case with this Schwab ETF. It only includes businesses with at least 10 consecutive years of dividend increases, a strong cash flow relative to debt, and a high return on equity. This naturally keeps away subpar businesses that may not have a sustainable dividend. If you're looking for decades of passive income, sustainability is important. Here are SCHD's top 10 holdings and their dividend yields at the time of this writing: Company Percentage of SCHD Dividend Yield ConocoPhillips 4.82% 2.62% Lockheed Martin 4.79% 2.10% Chevron 4.70% 3.48% Verizon Communications 4.47% 5.52% Bristol Myers Squibb 4.22% 4.20% Altria 4.13% 6.39% Merck 4.08% 2.90% Coca-Cola 3.94% 2.71% Texas Instruments 3.83% 2.91% PepsiCo 3.81% 2.71% You'll notice that you don't see any big-name tech stocks or young, high-growth stocks. What you do see, however, are stable businesses that make consistent money and have stood the test of time. "Boring" businesses may not make headlines but are often more shareholde...

Strategic integration combines Cognite’s Industrial Knowledge Graph and AI agents with NVIDIA’s time-series AI model to drive proactive troubleshooting and operational safety HOUSTON, March 23, 2026--(BUSINESS WIRE)--Cognite, the global leader in Industrial AI, today announced the integration of NVIDIA’s NV-Tesseract family of models into the Cognite AI and Data Platform, to operationalize foundational anomaly detection models for heavy industry. This integration pairs the context-rich data in Cognite’s platform with NVIDIA’s advanced time-series AI to unlock new ways of operating. By predicting equipment failures with greater precision, customers can more confidently shift reactive maintenance into a proactive model that stops issues before they escalate. Unlocking the full potential of industrial AI requires more than just powerful models; it requires data that understands the physical world. This integration bridges that gap by connecting the Industrial Knowledge Graph within Cognite Data Fusion®—the platform's core data foundation that contextualizes complex operations—to NVIDIA’s NV-Tesseract models packaged as NVIDIA NIM microservices. Furthermore, the solution transcends simple alerts by leveraging Cognite Atlas AI™—the platform’s low-code industrial agent workbench—to troubleshoot detections. Aker BP, a leading independent oil and gas exploration and production company, has launched a program to deploy an AI-driven anomaly detection solution that transforms data into action. Using specialized AI agents to bridge the gap between model outputs and work orders, the system integrates predictive insights directly into daily maintenance routines. Currently, Aker BP collects approximately one million time series, yet monitoring covers only a small percentage, leaving potential issues unnoticed until they become serious. When problems do occur, engineers are often limited to manual troubleshooting using basic time-series tools. By feeding unified, AI-ready data from...

New research demonstrates real-time detection of malicious LLM prompts in production environments without sacrificing latency or cost efficiency SAN FRANCISCO, March 23, 2026--(BUSINESS WIRE)--Upwind, the runtime-first cloud security platform leader today unveiled the results of research from RSAC Conference demonstrating that malicious Large Language Model (LLM) prompts can be detected with approximately 95% precision, while maintaining sub-millisecond inference for real-time traffic with Nvidia technology. In the evaluation, advanced LLM reasoning was applied only to a small subset of high-risk requests, avoiding the latency and cost overhead that has made many AI security approaches impractical at scale. As enterprises move generative AI into production, with Gartner predicting that more than 80% will use generative AI APIs, models, or deployed enabled applications in production this year, application security is undergoing a fundamental shift. The interface itself, natural language, has become the attack surface. Unlike traditional exploits that target code vulnerabilities or malformed packets, LLM threats are embedded in language, manipulating meaning and intent. As these models move into enterprise workflows, they introduce new threat categories including prompt injection, jailbreaks, data exfiltration and social engineering. Traditional security controls are poorly suited to these threats. "LLMs don’t just process input, they interpret intent," said Moshe Hassan, VP Research & Innovation, at Upwind. "That changes the security model entirely. Organizations aren’t just trying to block bad code anymore, they have to stop attempts that twist language and manipulate systems. Our research with Nvidia shows you can do that effectively in live production environments, without slowing things down or driving up costs." A Three-Stage Architecture Built for Production Rather than relying on a single heavyweight model or static rules, Upwind engineered a layered detection...

Iran Phones Russia Immediately On Heels Of Trump's Announcement Of US-Iran Talks Iranian Foreign Minister Abbas Araghchi held talks with Sergei Lavrov quickly on the heels of President Trump early Monday having claimed Washington and Tehran had "very good and productive conversations regarding a complete and total resolution of our hostilities" - as the war is in its fourth week. Moscow appears to be moving to position itself as a broker, with Russia's foreign ministry announcing that FM Lavrov called for an " immediate cessation of hostilities and a political settlement that takes into account the legitimate interests of all parties involved, above all Iran," in a call initiated by Tehran. AFP/Getty Images The Kremlin followed this by its spokesman Dmitry Peskov stating negotiations should have begun "yesterday" - adding that "this is the only way to effectively ease the catastrophically tense situation in the region." Trump had on Saturday unveiled a time-specific ultimatum which threatened to "obliterate" Iranian power plants if Tehran refuses to reopen the Strait of Hormuz. The clock is ticking on the 48-hour timeline, and it's unclear how the Trump-touted Tehran-Washington contacts will impact that (contacts which Tehran has denied). As for the Kremlin, Peskov also warned against strikes on nuclear infrastructure following reported attacks on Natanz nuclear facility, stating: "We believe that strikes on nuclear facilities are potentially extremely dangerous … Therefore, the Russian side, taking an extremely responsible stance on this issue, has repeatedly voiced its concerns." The risk is no longer theoretical given that Russia's state nuclear firm Rosatom and the International Atomic Energy Agency had confirmed a projectile strike on the Bushehr Nuclear Power Plant, marking a dangerous new phase where nuclear sites are no longer off limits. This in turn resulted in Iran for the first time targeting Dimona, home to Israel's major nuclear reactor and research co...

JHVEPhoto/iStock Editorial via Getty Images Is the game finally over soon for the memory stock evangelists, still hoping that this rocketship can somehow maintain its space-bound flight? Is MU a cyclical or secular play? If it's secular, why then is the market still pricing the stock of Micron Technology, Inc. ( MU ) like it's still in the dumps? A forward earnings multiple of 4.7x? And that's not unique to MU. The current HBM leader, SK Hynix, is also priced like a value stock, with a forward P/E of 5.3x. And when we consider the semiconductor median of 25x, it's either crazily cheap, or the market is telling us that they fear that when the cycle turns, and I do believe it will turn, earnings growth could crater after such an unprecedented inflection, the so-called Nvidia moment ( NVDA ). How incredible is that moment? Why don't you take a look? MU estimates (TIKR) For Micron, it was really not too long ago that the memory leader reported negative earnings during CY2023. Back then, the stock was already recovering after bottoming in line with the rest of the market in late 2022. So investors were already picking up the pieces after seeing the stock collapsing from early 2022. Yet, who could have thought that in just over three years, Micron is now reporting record revenue , margins, and earnings at levels that are truly unprecedented in Micron's history, such that a hockey stick inflection on its forward earnings trajectory appears to be an understatement? To me it's simply one vertical line up, looking more like a rocketship that has launched straight into space, on the back of arguably the most supply-constrained environment in recent history, benefiting memory stocks across the market, as we deal with the AI boom. Micron's Q2 fiscal 2026 earnings release shows that the company is ready to bolster its optionalities to gain market share quickly. Capital expenditure is expected to hit $25 billion for FY2026, almost $9 billion above FY2025, an increase of almost 60%...

Broadcom targets short-staffed security teams with new cloud cyber platform Stock Titan

1. The average age of Chinese citizens drafting wills has fallen significantly over the past decade, highlighting major shifts in family structure, increased numbers of unmarried adults, and greater awareness of personal wealth management in China. Traditionally, inheritance was a matter dealt with in old age or handled informally, but this trend marks a departure from the past. The China Will Registration Center’s white paper, released on March 21, outlines these demographic changes based on their registration of more than 405,000 wills over 13 years.[para. 1][para. 2] 2. The white paper documents a consistent drop in the average age of will-makers, decreasing from 77.43 years in 2013 to 67.64 in 2025—a reduction of nearly 10 years. For 13 consecutive years, younger generations have increasingly participated in estate planning, indicating that will-drafting is becoming mainstream not only for the elderly but also middle-aged adults.[para. 3] 3. In 2025, those aged 60 to 70 represented over 50% of all will-makers, making them the predominant demographic. Chen Kai, a director at the will registration center and a board member of the China Aging Development Foundation, interprets this as proof that estate planning awareness is growing as the "post-60s" generation enters their senior years.[para. 4] 4. The proportion of young and middle-aged individuals making wills is also on the rise. For instance, in Shanghai, people under 60 made up 23.68% of will-makers in 2025, with the 30-39 age group seeing the fastest growth. Long Yifei, an expert in family law, sees this as a sign that the Civil Code’s emphasis on the "autonomy of will" is now influencing people across all age groups.[para. 5][para. 6] 5. When it comes to younger and middle-aged will-makers, the motivations are varied. The leading reason (18.38%) is to prevent assets from becoming unaccounted for; another 15.29% want to isolate their children from marriage-related asset risks. This reflects the complexity of ...

格隆汇3月23日｜美国总统特朗普：不希望联邦移民与海关执法局特工在机场戴口罩。但我非常支持美国移民海关执法局在搜捕和处理悍匪时佩戴口罩，其中许多罪犯是由“瞌睡拜登”和他那位了不起的“边境沙皇”哈里斯通过他们极其疯狂的开放边境政策放进我们国家的。

It was the architect of London 2012 Olympics who said it best, shortly after Britain’s Keely Hodgkinson, Georgia Hunter Bell and Molly Caudery had lit up the World Indoor Championships with three gold medals in 29 minutes. “That was a towering moment, not just for UK Athletics but for British sport,” said Sebastian Coe, now the president of World Athletics. “It was very exciting, hugely inspirational. I really do hope they cause a stampede to local athletics clubs, particularly among young girls.” Soon afterwards, Trevor Painter and Jenny Meadows, the husband and wife coaching team who have guided Hodgkinson and Hunter Bell to glory, were explaining the secrets behind their success – ranging from cycling to crystals to cutting-edge science – before predicting the best was yet to come. Painter says Hodgkinson was feeling so good she felt she might break her world indoor 800m record again in Sunday’s final, despite having raced twice in two days. “Warming up she said, ‘I feel amazing. I won’t be surprised if I get a PB here’,” says Painter. “I went, ‘OK, your PB is a world record’. Afterwards she had no lactic [acid]. And she was like: ‘I’m just going to do the 4x400m relay,’ and an hour later she ran 50.1sec.” No one in the field of specialist 400m runners ran quicker, which makes Painter believe that even greater peaks are around the corner, including Hodgkinson possibly taking down the 800m outdoor world record, set in 1983. What has changed? “It’s the first time since Budapest in 2023 where she’s turned up to a championship 100% healthy,” says Painter. “Even at the Paris Olympics she had a bit of a niggle and missed some of the winter. But this year she’s not missed a session. So we’re seeing times she normally does in summer already.” View image in fullscreen Keely Hodgkinson and Georgia Hunter Bell during a training session in Potchefstroom, South Africa. ‘They elevate each other,’ says Trevor Painter, who coaches them alongside his wife, Jenny Meadows. Photogra...

Brazilian conglomerate CSN said a group of banks agreed to extend the company a $1.2 billion loan, easing concerns about its ability to meet near-term obligations. The credit line is expected to be secured, in part, by certain assets designated for sale, according to a regulatory filing. The loan can also be increased to $1.4 billion. The loan will provide support for the company until it can raise cash with asset sales, according to the filing. CSN also said it intends to use the proceeds of the credit facility to refinance debt and pay related fees and expenses. The lenders include Morgan Stanley , Citigroup Inc. , Crédit Agricole , HSBC , Banco XP , BNP Paribas , Banco do Brasil’s New York branch and Banco Bradesco , the filing reads. CSN was among Brazilian companies whose bonds slid earlier this year as investors grew concerned about the impact of the nation’s highest interest rates on heavily indebted businesses. “The secured loan should support liquidity while the company is executing its divestment plan to strengthen its capital structure,” Lucror Analytics analyst Josseline Jenssen wrote in a note. Cia Siderurgica Nacional SA , the conglomerate’s formal name, said in January that it plans to divest key assets to lower its heavy debt burden. CSN had been looking to raise as much as $1.5 billion in a secured loan to pay off maturing bonds, people familiar with the matter said last month. Votorantim, Huaxin Are Said Among Firms Vying to Buy CSN Cement CSN Debt Surges, Shares Plunge as Steelmaker Seeks Asset Sales Brazilian Tycoon Steinbruch to Sell CSN Assets to Slash Debt Billionaire Batista in Talks to Rescue Brazil Steel Tycoon The company’s net debt rose 11% to 41.2 billion reais ($7.8 billion) during the fourth quarter, expanding the company’s net leverage ratio to 3.47 times earnings before interest, taxes, depreciation and amortization. Its dollar bonds are among the worst performers in emerging market corporates this year, handing investors an average ...

FactoryTh/iStock via Getty Images Freeport-McMoRan ( FCX ) up 4.1% pre-market Monday, rising alongside copper futures after President Trump said he will postpone threatened strikes on Iranian power plants for five days while the U.S. is in talks with Iran about ending hostilities. Among other potential relevant stocks, BHP ( BHP ) up 4.3%, Rio Tinto ( RIO ) up 3.6%, Southern Copper ( SCCO ) up 3.5%, Ero Copper ( ERO ) up 3.1%, Taseko Mines ( TGB ) up 4.5%, Teck Resources ( TECK ) up 7.3%, Hudbay Minerals ( HBM ) up 2.5%. Other potentially relevant stocks include Glencore ( GLCNF ) ( GLNCY ), Anglo American ( AAUKF ) ( NGLOY ) and Antofagasta ( ANFGF ). London Metal Exchange copper futures ( HG1:COM ) jumped as much as 3.9% as Trump's comments caused turmoil across financial markets, with stock and bond markets rallying while crude oil and the dollar tumbled. Before Trump's announcement, copper had slumped to the lowest level in more than three months, following a 6.7% drip last week, the steepest since April 2025. Traders are also monitoring signs that the recent slump in copper prices has sparked demand in China, with inventories declining sharply over the past week, according to Mysteel Global. Refined copper inventories across China fell by 78,700 tons in the week through Monday to 486,200 tons, the biggest weekly drop this year, Mysteel said. ETFs: ( CPER ), ( COPX ) More on Freeport-McMoRan and copper Freeport-McMoRan: The Profit Surge Has Barely Started (Rating Upgrade Commodities: LNG Supply Disruptions Now A Long-Term Problem As Iran Hits Qatari Facilities Freeport-McMoRan: Zero-Capital Leach Growth, Hidden Shadow Mine Advantage

富时中国A50指数期货涨超2% 2026-03-23 20:59:19 来源： 同花顺7x24快讯 分享 文章提及标的 富时A50期指 -- 富时中国A50指数期货涨超2%。

vzphotos/iStock Editorial via Getty Images Introduction Micron Technology, Inc. ( MU ) has increasingly moved to the forefront of Wall Street attention as the memory maker benefits from surging demand for memory used in AI systems. The stock price speaks for itself, as Micron has been one of the market’s strongest performers in recent weeks and has significantly outpaced the broader market ( SPX ). Data by YCharts Micron’s business is centered on DRAM, NAND, and high-bandwidth memory, or HBM, which are critical components for AI servers, data centers, PCs, smartphones, and a wide range of industrial and automotive applications. What matters most right now is that AI infrastructure has sharply increased demand for advanced memory, while supply has remained tight. In January, Reuters reported that memory-chip prices in some segments had more than doubled from the prior year as AI infrastructure demand created a global supply crunch and manufacturers redirected capacity toward HBM. Micron is and will likely remain cyclical. However, the traditional definition of cyclicality no longer fully applies. The current upcycle appears longer, stronger, and more structurally supported than in the past, driven by AI-related demand, tighter industry supply, and a growing share of longer-term customer agreements. At the same time, Micron still does not look expensive, but that apparent cheapness depends largely on forward earnings estimates. Why Micron might be undervalued Let's briefly have a look at Micron's latest quarterly financials , only briefly, as others have covered this part already. It still also feeds my own thesis, as calling it a blowout quarter is an understatement. Revenue beat estimates by $4.35B, reaching $23.86B, and adjusted EPS came in at $12.2, $3.23 more than expected. SA Margin expansion is terrific, on both a GAAP and a non-GAAP basis, and for both gross and operating margins, indicating that top-line growth leads to an accelerating bottom-line expansion. ...

vzphotos/iStock Editorial via Getty Images Introduction Micron Technology, Inc. ( MU ) has increasingly moved to the forefront of Wall Street attention as the memory maker benefits from surging demand for memory used in AI systems. The stock price speaks for itself, as Micron has been one of the market’s strongest performers in recent weeks and has significantly outpaced the broader market ( SPX ). Data by YCharts Micron’s business is centered on DRAM, NAND, and high-bandwidth memory, or HBM, which are critical components for AI servers, data centers, PCs, smartphones, and a wide range of industrial and automotive applications. What matters most right now is that AI infrastructure has sharply increased demand for advanced memory, while supply has remained tight. In January, Reuters reported that memory-chip prices in some segments had more than doubled from the prior year as AI infrastructure demand created a global supply crunch and manufacturers redirected capacity toward HBM. Micron is and will likely remain cyclical. However, the traditional definition of cyclicality no longer fully applies. The current upcycle appears longer, stronger, and more structurally supported than in the past, driven by AI-related demand, tighter industry supply, and a growing share of longer-term customer agreements. At the same time, Micron still does not look expensive, but that apparent cheapness depends largely on forward earnings estimates. Why Micron might be undervalued Let's briefly have a look at Micron's latest quarterly financials , only briefly, as others have covered this part already. It still also feeds my own thesis, as calling it a blowout quarter is an understatement. Revenue beat estimates by $4.35B, reaching $23.86B, and adjusted EPS came in at $12.2, $3.23 more than expected. SA Margin expansion is terrific, on both a GAAP and a non-GAAP basis, and for both gross and operating margins, indicating that top-line growth leads to an accelerating bottom-line expansion. ...

特斯拉 正计划与SpaceX合作，在得克萨斯州奥斯汀建设两座先进芯片工厂，作为确保人工智能与机器人领域长期芯片供应战略的一部分。 首席执行官埃隆·马斯克透露，这项名为“Terafab”的计划将包含两个独立的制造单元，每个单元专注于生产一种芯片设计。其中一座工厂将为特斯拉的电动汽车和擎天柱人形机器人生产芯片，另一座则将为太空应用中的人工智能系统制造芯片。 这一转变反映出市场对全球半导体供应的担忧日益加剧。马斯克指出，目前全球芯片产量仅能满足其公司未来需求的约3%。这表明随着人工智能需求增长，存在巨大的供应缺口。 马斯克的人工智能公司xAI最近与SpaceX合并，也参与了该项目。马斯克表示，三星、 台积电 和 美光 等现有供应商表现良好，但长远发展需要内部自主生产。 他没有透露该项目的时间表，但表示该工厂每年可能产生1太瓦的算力，超过美国目前的算力总量。 随着马斯克更深入地涉足半导体制造领域，投资者将密切关注有关资金、时间表及执行情况的更多信息。 责任编辑：张俊 SF065

Intel Core Ultra 5 250K Plus Review - Disrupting AMD's Entry-Level TechPowerUp

Intel Core Ultra 5 250K Plus Review - Disrupting AMD's Entry-Level - Game Tests 1440p/RTX 5090 TechPowerUp

3月22日，中交集团董事长宋海良在埃塞俄比亚与埃塞总理阿比.艾哈迈德举行会谈。双方围绕深化中埃塞全天候战略伙伴关系、推动基础设施建设、现代化都市发展、蓝色经济、绿色转型、数字生态等领域的务实合作进行深入交流。(人民财讯) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

本次报价对意大利电信估值为每股 0.635 欧元，较其上周五收盘价溢价 9% 简要摘要 意大利国有控股企业意大利邮政，以 125 亿美元的现金加股票方式出价收购意大利电信，此举可能让意大利电信重新回归国有控股。 意大利国有控股邮政企业意大利邮政（Poste Italiane），以 125 亿美元 的现金加股票组合方式，向意大利电信（Telecom Italia）发出收购要约，此举有望让意大利电信的业务与基础设施重新回归政府控股。 意大利邮政周日宣布，将以现金加股票的方式支付 108 亿欧元 （合 125 亿美元）对价；意大利电信股东每持有 1 股股份，将可获得 0.167 欧元现金 以及 0.0218 股意大利邮政新发行股份 。 本次报价对这家意大利电信运营商的估值为每股 0.635 欧元，较其上周五收盘价溢价 9%。周一欧洲交易时段，意大利邮政股价下跌超 7%，意大利电信股价则上涨逾 5%。 意大利电信由上世纪意大利多家电信行业企业合并而成，自上世纪 90 年代末私有化以来，一直是该国工业支柱企业之一，已从传统电信运营商转型为多元化信息通信技术集团。 公司业务覆盖意大利与巴西，除提供固话、移动通讯核心服务外，还开展云计算、网络安全及娱乐服务。近年来，公司首席执行官彼得罗・拉布里奥拉通过出售非核心业务削减债务，力求让公司更精简高效。 去年，意大利电信同意将旗下负责 5G 移动网络与光纤基础设施建设的海底电缆子公司 Sparkle，出售给意大利政府及光纤运营商 Retelit。2024 年，公司已完成将固网资产出售给美国私募股权公司 KKR。 意大利邮政目前持有意大利电信约 27% 股份，若此次收购完成，将使意大利电信在时隔约 30 年后重新回归国有控股。意大利电信方面未对置评请求作出回应。 意大利邮政的营收绝大部分来自核心邮政、包裹配送业务及金融服务部门。而收购意大利电信的交易，将大幅拓展其旗下提供移动及固话服务的 Postepay 业务板块。 意大利邮政首席执行官马泰奥・德尔凡特周一在电话会议中表示，此次合并将打造一家覆盖物流、配送、数据、通信及科技服务的国家级龙头企业，使其在人工智能时代具备竞争优势。 公司称，此项交易有望在今年年底前完成。 责任编辑：郭明煜

US natural gas futures fell for a second day as weather forecasts shifted milder, indicating lower demand for the heating and power-plant fuel, and as falling oil prices caused financial outflows from baskets of energy futures contracts. Traders sold off oil contracts following comments by US President Donald Trump that he was in talks to end the war in Iran, pulling down US gas futures despite the US gas market being largely insulated from overseas energy markets in the short run. “While the end of the war remains far from certain, the breather may be sufficient to allow near-term, war-derived support for natural gas to ebb, Eli Rubin , senior energy analyst at EBW Analytics Group said in a Monday note to clients. Futures for April delivery -16c, or -5.1%, to $2.935/mmbtu on Nymex, as of 8:49am ET Weather: Forecasts shifted warmer, with above-average temperatures expected across the western two-thirds of the US through April 1: Commodity Weather Group See WHUT for a map of latest 6-10 day weather forecast: NOAA Click here for two-week temperature forecasts for the U.S. Daily BNEF Gas Data: Lower-48 dry gas production on Monday ~112.4 bcf/day, or +4.3% y/y Lower-48 total gas demand on Monday ~81.5 bcf/day, or +7.4% y/y Dry gas exports to Mexico on Monday ~6.3 bcf/day, or +6.4% w/w Estimated gas flows to LNG export terminals on Monday ~19.9 bcf/day, or -1.8% w/w Gas Market News: European Gas Resumes Gains as US and Iran Trade Hormuz Threats Global LNG Exports Fall to Six-Month Low on Middle East Conflict European Gas Next Winter-Summer Spread Tops €15/MWh: BNEF Chart Oil Tumbles as Trump Claims Talks on Ending Middle East Conflict

JHVEPhoto PepsiCo ( PEP ) is aggressively rolling out AI initiatives broadly across its China operations to boost efficiency, capacity, and localization across the value chain. The food and beverage giant said the company is now deploying AI "across its operations in China and beyond" rather than in isolated pilots, positioning AI as a core part of its digital transformation and growth strategy in the country, not just a cost-cutting lever. Notably, PepsiCo ( PEP ) is applying AI to precision agriculture to optimize crop yields and quality for locally sourced ingredients, while also using AI in manufacturing and supply chain management to enhance plant efficiency and expand capacity without a proportional increase in headcount, even as it continues hiring with new plant openings in China. The company is also using AI-driven consumer and market analytics to better understand local behavior and preferences, enabling more tailored products and marketing for Chinese consumers. On a strategic level, PepsiCo ( PEP ) has a goal to target local sourcing, with roughly 95% of ingredients in Asia Pacific sourced locally, and AI is helping to manage supply chain risk and cost pressures along the way. The AI implementation is also supporting a shift toward more premium, nutrient-dense, lower-sugar, and lower-sodium products that fit Chinese culinary traditions and respond to intense local competition. The China-focused moves tie into PepsiCo's ( PEP ) global AI push, including a multi-year collaboration with Siemens and NVIDIA to use AI and digital twins to redesign plants and supply chains, with early pilots already showing higher throughput and lower capex. Shares of PepsiCo ( PEP ) are up 1.8% in premarket trading to $152.70 vs. the 52-week range of $127.60 to $171.48. The dividend yield for new buyers of the stock is 3.8%. More on Pepsico PepsiCo: Improving, But Core Problems Remain Sell Options On PepsiCo For A 10%+ Yield PepsiCo: Shares Pop In Early 2026, Valuation Is Stil...

韩国的人工智能雄心正开始转向更具战略性的方向，Upstage公司正探索对其芯片采购策略进行重大调整。这家韩国初创企业正与超威半导体公司进行洽谈，可能采购1万枚MI355人工智能加速器。此前，该公司首席执行官金成与 AMD 首席执行官苏姿丰在首尔举行了会晤。金成表示，虽然韩国已拥有大量英伟达芯片，但公司正寻求向AMD等替代供应商拓展，此举可望在大型人工智能基础设施需求持续增长的背景下，拓宽其算力组合。 此次洽谈之际，Upstage正参与由政府支持的国家级AI基础模型开发竞赛，该竞赛常被称为“AI鱿鱼游戏”。这项计划让四支团队同台竞技，在科技信息通信部监督下每六个月进行一次模型评估，预计明年初选出两支决赛队伍。Upstage正在为即将到来的夏季轮次准备一个约2000亿参数的大型语言模型，其策略是通过规模与效率的结合，以相对较低的成本提供高性能系统。 与此同时，该公司正将目光投向韩国以外的市场。金成表示，Upstage正瞄准越南和阿联酋等市场，提供旨在国家边界内运行的“主权AI”系统。这一向外拓展的态势，加上与AMD的潜在交易，表明Upstage正在构建一项融合基础设施多样化与成本效益模型开发的战略，以应对国内竞争及国际市场对本地化AI能力日益增长的需求。 责任编辑：张俊 SF065

This article first appeared on GuruFocus. For most of the past three years, the S&P 500 (SPY) index has moved closely with the Magnificent Seven Nvidia (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Meta (NASDAQ:META) and Tesla (NASDAQ:TSLA). That relationship turned negative on Feb. 23, when the correlation between the group and the equal-weighted S&P 500 slipped below zero, signaling a divergence that has continued to deepen. The break comes as geopolitical tensions, including the war in Iran, ripple through markets and push oil prices higher. It also follows a stretch where Big Tech lagged, with the Magnificent Seven index declining 7.3% from late October through February, while the equal-weighted S&P 500 advanced 8.9%, led by cyclical sectors. More recently, the dynamic appears to be shifting again. While the broader market has come under pressure, the decline in Big Tech has been comparatively smaller, suggesting some relative resilience. At the same time, valuations have reset, with the Magnificent Seven now trading below 25 times estimated earnings, down from nearly 33 times in October and beneath its longer-term average. Strategists point to this reset, alongside signs that capital flows may be rotating back toward US equities, as a potential setup for renewed leadership, particularly given the group's significant weight in the S&P 500. There are still key risks that could temper that view. Nvidia, the largest component, has traded sideways in recent months after an extended rally, with investors questioning whether growth expectations tied to AI demand are becoming stretched. Meanwhile, heavy spending on AI infrastructure is weighing on free cash flow for major hyperscalers such as Amazon, Microsoft, Alphabet and Meta, with combined figures projected to fall sharply this year compared with prior periods. Even so, earnings for the Magnificent Seven are still expected to grow faster than the rest of ...

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 1.7%, and the actively tra Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

一向谨慎和克制的微信，在腾讯「四处抓虾」的进程中，终于迈出了试探性的关键一步。 3月22日，微信低调上线了名为「ClawBot」的插件，操作方式非常简单，不需要额外配置API key，只需要打开微信的「我-设置-插件」，启动「ClawBot」，复制安装口令到OpenClaw再扫码绑定微信链接，你的「微信龙虾」就出现在对话窗口了。 「硅基研究室」实测发现，尽管目前「微信龙虾」还存在部分功能的阉割，例如PC端看不到你的虾，无法支持群聊，内容转发也不便利等，但在拥有14亿月活用户的微信里「养虾」，还是有着明显的差异化体验—— 一是语音输入+一级入口，依托微信的社交优势，你确实有种「养虾」就像是和好友对话的感觉。二是在技术实现上，微信通过「ClawBot」插件实现了对ACP协议的支持，因此理论上「ClawBot」可以调用和连接任何的Agent，比如Claude Code、Codex等。 首次以官方插件的形式，将一个第三方AI工具集成进自身生态内，这是过去十年间，微信从未做过的事，但如果放置在腾讯开年以后围绕Agent的四面出击和产品赛马里，微信的这一步又似乎显得水到渠成。 「微信之父」张小龙曾说过： “微信核心的价值，一个是简单，一个是连接。”前者决定了微信在功能上的克制，后者则决定了微信的「去中心化」的生态。 开放OpenClaw原生插件，显然不是微信的野心所在，作为即时通讯里的基础设施，微信更想要成为的是一个超级Agent，在AI的新时代里，微信和腾讯都害怕成为「老登」。 不完美的ClawBot 「硅基研究室」了解到，微信此次上线ClawBot，只用了约10天，和一向对功能上线克制的微信来说，堪称是一次仓促上阵的探索。 「仓促」带来的后果是，最早一批接入的用户发现，输入输出的气泡字体不一样，一开始无法修改bot的头像等等问题。AI博主歸藏对此的评价是： 「微信这次也是急了，第一次这么快地追热点」 。有网友这样评价：“小龙也小龙虾了”。 微信ClawBot的确尚有不足，在体验成熟度与功能完整性上，不及部分用户将OpenClaw集成至飞书、钉钉等IM工具的使用效果。比如，目前PC端还不支持ClawBot、无法支持群聊、内容转发不便利等。一位AI产品经理向「硅基研究室」解释，这是因为微信权限开放得还不够多。“但十天上线加一级入口，这对有着庞大用户池的微信来说已经是开放的第一步...

JHVEPhoto/iStock Editorial via Getty Images Super Micro Computer ( SMCI ) shares plunged 33% to close at $20.53 on March 20, confirming a sharp technical breakdown with the price falling below key support levels. The selloff followed news that three individuals linked to the company, including a co-founder, were charged with assisting in the smuggling of at least $2.5B worth of AI technology to China, triggering a sharp negative sentiment shift. Separately, Super Micro Computer ( SMCI ) said in a filing Friday that co-founder Yih-Shyan Liaw has resigned from its board, effective immediately, after being arrested by the U.S. Justice Department on charges related to the alleged smuggling of billions of dollars worth of AI chips to China. Super Micro's momentum appears heavily skewed to the downside , with the 14-day RSI around 24, signaling oversold conditions and persistent selling pressure. Trend indicators remain firmly bearish, with the stock trading below all major levels, including the 50-day moving average, highlighting a fully aligned downtrend. Short interest, meanwhile, stands at approximately 14.7%, pointing to elevated bearish positioning and the potential for volatility. Super Micro ( SMCI ) shares were down -0.88% premarket on Monday, before turning slightly positive (+0.24%). More on Super Micro Computer Super Micro: Ignore Bad Optics Super Micro: Another Perfect Storm Super Micro: From Undervalued To Uninvestable Super Micro Computer options: bulls ambushed, bears scramble Super Micro crashes after Chinese smuggling allegations; analyst calls it a 'train wreck'

By Toby Sterling AMSTERDAM, March 22 (Reuters) - Nebius closed a $4.34 billion convertible debt funding round on Monday, with a company executive saying that the ‌European AI infrastructure firm is now "well-funded" to meet its 2026 capital spending ‌plans of $16 billion to 20 billion. The financing caps a month in which Nebius sold $2 billion of share ​warrants to Nvidia and sealed a deal worth up to $27 billion to supply Facebook-owner Meta with data center capacity, underscoring investor appetite for AI infrastructure. Chief Communications Officer Tom Blackwell said the company will keep expanding and may strike additional deals like the Meta ‌contract, which followed a $17.3 billion ⁠supply deal with Microsoft in September. "We'll continue to consider these types of deals as we go, just because if they're structured ⁠in the right way, they can be a very efficient source of capital," he said. STRATEGIC FOCUS ON AI CLOUD Blackwell said the big contract wins were not only a validation ​of its ​expertise, but also a way to fund ​a business that will sustain ‌it in years beyond the current AI demand frenzy - offering AI cloud services to firms on top of the physical infrastructure it provides. He rejected the idea that Nebius is expanding too quickly and will be left vulnerable in a downturn. "As long as enterprise AI adoption does continue to increase... the need for what we're doing ‌is going to make sense," he said. Nebius plans ​to fund 60% of growth from customer prepayments - ​largely Microsoft and Meta - and 40% ​through a mix of equity and debt, Blackwell said. On March ‌10, the firm sold $2 billion in share warrants ​to Nvidia at ​a share price of $94.94. Monday's convertible bond offering was increased amid strong demand, Blackwell said. It featured a rate of 2.63% for notes due in 2033, ​with conversion at roughly 90% ‌above the company's closing stock price Friday of $117.62. "We've managed to achieve a ​significant amount of funding while really minimizi...

据福克斯商业频道报道，当被问及伊朗媒体否认与美国进行谈判一事时，总统特朗普表示，最近的谈判发生在昨晚。 特朗普告诉福克斯商业台，谈判由史蒂夫·威特科夫、贾里德·库什纳及其伊朗对口官员进行。 特朗普表示，与伊朗的协议可能在五天内或更快达成。 责任编辑：何云

(RTTNews) - Following the nosedive seen in the previous session, stocks are likely to show a strong move back to the upside in early trading on Monday. The major index futures are currently pointing to a sharply higher open for the markets, with the S&P 500 futures up by 2.0 percent. Traders may look to pick up stocks at reduced levels following the recent slump, which dragged the Nasdaq and the S&P 500 down to their lowest closing levels in over six months. Buying interest is likely to be generated in reaction to President Donald Trump backing down from his threats to "obliterate" Iran's power plants unless they fully reopen the Strait of Hormuz. In a post on Truth Social, Trump said the U.S. and Iran have had "very good and productive conversations regarding a complete and total resolution of our hostilities in the Middle East." Trump said he has subsequently instructed the War Department to postpone all military strikes and Iran's power plants and energy infrastructure for a five-day period. The president previously threated to "obliterate" Iran's power plants of they didn't reopen the Strait of Hormuz within 48 hours and claimed he wasn't interested in a deal with Iran. Iran warned it would strike energy and water infrastructure across the Gulf in retaliation if Trump followed through with his threat. While the price of crude oil has plummeted in reaction to Trump's latest claims, a report from Iran's official Fars news agency denied Tehran was engaged in any direct negotiations with the U.S. nor through intermediaries. Extending the slump seen over the two previous sessions, stocks moved sharply lower during trading on Friday. With the extended nosedive, the Nasdaq and the S&P 500 plunged to their lowest closing levels in over six months. The Dow and the Nasdaq dipped into contraction territory, reflecting a 10 percent plunge from their latest highs, before regaining some ground going into the end the day. The tech-heavy Nasdaq led the way lower, plummeting 443...

韩国ETF市场或迎来重要转变，相关计划正在推进，拟推出该国首批与三星电子和SK海力士挂钩的单一股票杠杆产品。当地媒体报道称，三星资产管理公司和未来资产全球投资公司正在筹备推出相关产品，最快可能在5月面市，此前监管机构已释放信号，可能加快审批流程。多年来，对此类产品的限制将韩国本地投资者推向香港等海外市场，但当局如今似乎正敞开大门，将相关交易活动引回国内。 这类产品结构清晰，但风险被放大。预计这些ETF的目标是实现标的股票每日波动幅度的约两倍，这意味着收益和损失都可能被放大。这种设定在散户投资者众多、半导体股票主导交易流的市场中可能引发共鸣。过去一年，受人工智能相关需求支撑，三星电子和SK海力士股价表现强劲，尽管近期市场情绪受到包括伊朗战争在内的地缘政治紧张局势影响。 监管机构态度谨慎。韩国金融服务委员会已表示，杠杆率可能限制在两倍，而非一些参与者此前寻求的更高水平，并可能限制每家公司仅推出一只产品，以避免过度竞争。即便有这些限制，这些ETF的推出仍可能影响短期交易行为，随着杠杆头寸开始累积，可能加剧交投活跃的芯片股的波动性。 责任编辑：张俊 SF065