McAlister Sweet & Associates Inc. trimmed its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 7.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 35,960 shares of the iPhone maker's stock after selling 2,964 shares during the period. Apple makes up approximately 8.5% of McAlister Sweet & Associates Inc.'s investment portfolio, making the stock its 2nd largest holding. McAlister Sweet & Associates Inc.'s holdings in Apple were worth $9,776,000 as of its most recent filing with the SEC. A number of other hedge funds and other institutional investors have also modified their holdings of AAPL. Isthmus Partners LLC raised its position in shares of Apple by 6.4% during the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock worth $25,000 after buying an additional 5,808 shares in the last quarter. Sellwood Investment Partners LLC lifted its stake in shares of Apple by 110.9% in the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock worth $34,000 after acquiring an additional 71 shares during the period. ROSS JOHNSON & Associates LLC boosted its holdings in shares of Apple by 1,800.0% in the first quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after acquiring an additional 180 shares in the last quarter. LSV Asset Management bought a new position in shares of Apple in the fourth quarter valued at approximately $65,000. Finally, 49 Wealth Management LLC increased its stake in shares of Apple by 15.7% during the third quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock valued at $76,000 after acquiring an additional 40,543 shares during the period. 67.73% of the stock is currently owned by institutional investors. Get Apple alerts: Sign Up Apple Price Performance NASDAQ AAPL opened at $247.99 on Friday. The stock has a market capitalization ...

McAlister Sweet & Associates Inc. lifted its stake in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 153.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,432 shares of the computer hardware maker's stock after acquiring an additional 5,100 shares during the quarter. NVIDIA makes up 1.4% of McAlister Sweet & Associates Inc.'s portfolio, making the stock its 15th biggest holding. McAlister Sweet & Associates Inc.'s holdings in NVIDIA were worth $1,573,000 as of its most recent filing with the Securities and Exchange Commission. Several other hedge funds and other institutional investors have also modified their holdings of the company. Winnow Wealth LLC purchased a new stake in shares of NVIDIA during the 2nd quarter worth about $32,000. Longfellow Investment Management Co. LLC lifted its holdings in shares of NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock valued at $33,000 after buying an additional 67 shares during the last quarter. Spurstone Advisory Services LLC bought a new stake in shares of NVIDIA in the 2nd quarter valued at approximately $40,000. Sellwood Investment Partners LLC bought a new stake in shares of NVIDIA in the 3rd quarter valued at approximately $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new position in NVIDIA in the second quarter worth approximately $54,000. 65.27% of the stock is currently owned by hedge funds and other institutional investors. Get NVIDIA alerts: Sign Up Trending Headlines about NVIDIA Here are the key news stories impacting NVIDIA this week: Analyst Upgrades and Downgrades Several equities analysts recently weighed in on NVDA shares. Morgan Stanley set a $260.00 price objective on shares of NVIDIA in a research report on Monday, March 2nd. CICC Research increased their price target on shares of NVIDIA from $228.00 to $240.60 and gave...

Mainstay Capital Management LLC ADV lowered its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 48.6% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 32,627 shares of the computer hardware maker's stock after selling 30,865 shares during the quarter. NVIDIA makes up about 0.6% of Mainstay Capital Management LLC ADV's investment portfolio, making the stock its 16th largest holding. Mainstay Capital Management LLC ADV's holdings in NVIDIA were worth $6,088,000 as of its most recent SEC filing. Get NVIDIA alerts: Sign Up A number of other large investors have also recently made changes to their positions in the business. Winnow Wealth LLC purchased a new stake in NVIDIA in the second quarter worth $32,000. Longfellow Investment Management Co. LLC increased its position in NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock valued at $33,000 after purchasing an additional 67 shares during the period. Spurstone Advisory Services LLC purchased a new position in NVIDIA during the 2nd quarter valued at $40,000. Sellwood Investment Partners LLC bought a new position in NVIDIA in the 3rd quarter worth $50,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new position in NVIDIA in the 2nd quarter worth $54,000. 65.27% of the stock is currently owned by institutional investors. Insider Buying and Selling In other NVIDIA news, EVP Ajay K. Puri sold 300,000 shares of NVIDIA stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $182.25, for a total transaction of $54,675,000.00. Following the completion of the transaction, the executive vice president owned 3,018,547 shares in the company, valued at approximately $550,130,190.75. The trade was a 9.04% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed...

美光这次财报和指引，把"内存周期"的叙事直接推到了一个更激进的区间：收入、毛利率、现金流同时抬升，市场原本用来估值的那套盈利中枢被迫上移。巴克莱把2027年每股收益预测拉到三位数，目标价从450美元上调到675美元，维持Overweight评级；按3月18日收盘价461.73美元计算，对应约46%的上行空间。 巴克莱分析师Tom O'Malley在最新报告中直说，公司给出的收入指引"比华尔街预期高出42%，同时毛利率指引到81%， 这从根本上改变了我们的模型，我们现在预计2027年EPS将超过100美元 "。彭博口径的共识（3月18日获取）对美光FY2027的EPS预期是54.81美元，差距非常刺眼。 支撑这套"超级加倍"模型的核心， 不是需求端突然全面复苏，而是供给端的紧 ：巴克莱认为DRAM与NAND在2026年之前都处在极度紧张的供需格局里。管理层提到，关键客户在中期仍只能满足自身需求的50%—67%，价格因此更难快速松动。 这份乐观也不回避逆风：公司预计2026年PC和智能手机出货量都将低双位数下滑。但巴克莱抓住的主线是数据中心与AI对内存的消耗速度更快——HBM路线、资本开支扩张、首次签下5年期战略客户协议，三件事叠在一起，给了更强的可见度与更高的盈利杠杆。 触发"模型重置"的是指引里的数字 2月季度，美光的表现与定价弹性一起超预期：收入23.9亿美元（华尔街预期19.7亿美元），调整后毛利率74.9%（华尔街69.1%），EPS 12.20美元（华尔街9.00美元）。DRAM收入18.8亿美元、NAND收入5.0亿美元，均高于一致预期。 真正让市场不得不重算的是5月季度指引：收入33.5亿美元（华尔街23.7亿美元），毛利率81.0%（华尔街72.4%），运营费用指引1.40亿美元低于预期的1.51亿美元，对应巴克莱测算的EPS 19.15美元（华尔街11.29美元）。 价格还在涨 巴克莱把这轮盈利上修几乎全部归因于"紧供给下的强定价+成本执行+产品结构"叠加。2月季度数据给了直接证据：DRAM出货量环比"中个位数"增长，ASP环比"中60%"上涨；NAND出货量环比"低个位数"增长，ASP环比"高70%"上涨。 到5月季度，巴克莱继续在模型里押注ASP上行：DRAM ASP环比+34%，NAND ASP环比+43%，前提是行业供给仍紧。 "客户只能满足...

Mainstay Capital Management LLC ADV cut its stake in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 48.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,306 shares of the software giant's stock after selling 5,082 shares during the quarter. Microsoft makes up 0.3% of Mainstay Capital Management LLC ADV's portfolio, making the stock its 27th biggest holding. Mainstay Capital Management LLC ADV's holdings in Microsoft were worth $2,748,000 as of its most recent filing with the Securities and Exchange Commission. Get Microsoft alerts: Sign Up Several other hedge funds and other institutional investors have also modified their holdings of MSFT. AlphaQuest LLC raised its stake in shares of Microsoft by 5.9% during the 2nd quarter. AlphaQuest LLC now owns 342 shares of the software giant's stock worth $170,000 after purchasing an additional 19 shares in the last quarter. BLVD Private Wealth LLC grew its stake in shares of Microsoft by 0.6% in the 3rd quarter. BLVD Private Wealth LLC now owns 3,169 shares of the software giant's stock valued at $1,641,000 after buying an additional 19 shares in the last quarter. Foundation Wealth Management LLC PA grew its stake in shares of Microsoft by 1.6% in the 2nd quarter. Foundation Wealth Management LLC PA now owns 1,276 shares of the software giant's stock valued at $635,000 after buying an additional 20 shares in the last quarter. Magnolia Capital Management Ltd. increased its holdings in Microsoft by 0.3% in the third quarter. Magnolia Capital Management Ltd. now owns 6,509 shares of the software giant's stock worth $3,371,000 after buying an additional 20 shares during the last quarter. Finally, ARK & TLK Investments LLC raised its position in Microsoft by 1.0% during the third quarter. ARK & TLK Investments LLC now owns 1,935 shares of the software giant's stock valued at $1,002,000 after acquiring an additional 20 shares in the last quarter...

Mainstay Capital Management LLC ADV cut its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 54.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 8,370 shares of the iPhone maker's stock after selling 10,170 shares during the quarter. Mainstay Capital Management LLC ADV's holdings in Apple were worth $2,131,000 at the end of the most recent reporting period. Get Apple alerts: Sign Up Several other institutional investors and hedge funds have also bought and sold shares of AAPL. Norges Bank acquired a new position in Apple during the second quarter valued at $38,942,255,000. Nuveen LLC purchased a new stake in Apple in the first quarter valued at $17,472,482,000. PKS Advisory Services LLC grew its position in Apple by 98,917.0% during the 2nd quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker's stock worth $12,106,000 after purchasing an additional 57,898,088 shares during the period. Laurel Wealth Advisors LLC raised its stake in shares of Apple by 20,464.8% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock valued at $5,553,753,000 after buying an additional 26,937,401 shares during the last quarter. Finally, Northern Trust Corp raised its stake in shares of Apple by 13.3% during the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after buying an additional 20,079,472 shares during the last quarter. 67.73% of the stock is currently owned by institutional investors and hedge funds. Wall Street Analysts Forecast Growth AAPL has been the topic of a number of recent research reports. Stephens set a $315.00 target price on Apple in a research note on Monday, January 26th. Scotiabank set a $330.00 price target on Apple in a research report on Monday, February 2nd. Royal Bank Of Canada set a $325.00 price target on Apple in a report on M...

格隆汇3月21日｜据“微讯江苏”消息，近日，白鲸航线W5000大型货运无人机1:4缩比实验机在内蒙古鄂托克前旗成功首飞，标志着该机型全尺寸飞机首飞进入倒计时，国产支线航空货运领域迎来重要突破。目前，W5000正在推进梯度滑行测试，预计4月底将完成软件系统的互通调试。在未来发展规划上，白鲸航线目标明确：2026年4月将启动第二架W5000全尺寸飞机总装工作；适航认证方面，企业于2023年底提交适航申报，2024年3月获上海华东局正式受理，预计2027年上半年完成适航取证。

工程分析工作通常会在18个月内完成，NHTSA将根据结果决定结束调查还是要求车企召回 2026年1月28日（当地时间），美国加州达纳角市，一辆特斯拉Model 3搭载FSD 14.2.2.3全自动驾驶监督软件在高速公路上行驶。图：IC PHOTO 【财新网】 美国国家公路交通安全管理局（NHTSA）对特斯拉FSD（Full Self-Driving）的调查由初步评估升级到工程分析阶段。美国当地时间3月19日，NHTSA发布上述信息。 NHTSA将评估FSD在道路能见度降低的情况下，能否及时检测到系统性能下降，并提前向驾驶员发出警告，预留充足的响应时间。工程分析工作通常会在18个月内完成，NHTSA将根据结果决定结束调查还是要求车企召回。此次调查涉及的车辆总数预估达320.4万辆。

Hong Kong authorities have received more than 100 applications for innovative drone usage to pioneer the city’s “ low-altitude economy ”, with some pilot projects set to launch as early as in three months, the transport minister has said. Secretary for Transport and Logistics Mable Chan also pledged to push more advanced transport technologies to transition from trials to everyday use in 2026. In a blog post on the Transport and Logistics Bureau’s website on Saturday, Chan said “the industry responded enthusiastically” to the government’s calls, with more than 100 submissions received by the end of last month, when applications closed. The low-altitude economy is an emerging sector focused on activities such as drone use in airspace below 1km (3,280 feet). Advertisement “The [government] working group is reviewing the applications in detail, with the goal of launching pilot projects progressively in the first half of this year,” Chan said. In line with the nation’s development of a low-altitude economy, Hong Kong leader John Lee Ka-chiu announced in his policy address in 2024 that a government working group would be set up to foster and facilitate the testing of potential application scenarios for low-altitude flying activities. Advertisement Promoting “regulatory sandbox” pilot projects was among its major tasks.

Key Points While Micron has been in solid form on the stock market, its gains in 2026 have been eclipsed by Western Digital and Lumentum. It is worth noting that Lumentum and Western Digital's earnings are poised for red-hot growth. Both companies are operating in markets experiencing solid growth driven by AI, and their catalysts are here to stay. 10 stocks we like better than Lumentum › Micron Technology has been one of the top performers on the stock market in 2026, with its shares rising an impressive 62% this year, as of this writing. The memory specialist's share price rally is driven by a terrific increase in revenue and earnings, and the good news is that it can sustain its growth. Even with its strong showing, Lumentum(NASDAQ: LITE) and Western Digital(NASDAQ: WDC) have outperformed Micron this year. While Lumentum is up 90% in 2026, Western Digital has posted an 77% gain. 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 » Importantly, both these tech stocks are likely to soar higher as each should benefit from lucrative artificial intelligence (AI)-fueled growth trends. Let's take a closer look at the catalysts that could send them soaring. Lumentum caters to a fast-growing AI niche AI data centers need fast connectivity to move massive datasets quickly. This ensures that AI workloads -- such as training large language models or inference applications -- aren't hindered by slow data transmission. Lumentum's optical and photonic products help solve this potential bottleneck. The company sells switches, optical products, and lasers focused on enhancing the bandwidth of networks and enabling high-speed data transfers. Not surprisingly, its products are in great demand from hyperscalers. As noted by Lumentum CEO Michael Hurlston on the company's February earnings call: We are now recognized as ...

Micron Technology has been one of the top performers on the stock market in 2026, with its shares rising an impressive 62% this year, as of this writing. The memory specialist's share price rally is driven by a terrific increase in revenue and earnings, and the good news is that it can sustain its growth. Even with its strong showing, Lumentum (LITE 8.65%) and Western Digital (WDC 7.52%) have outperformed Micron this year. While Lumentum is up 90% in 2026, Western Digital has posted an 77% gain. Importantly, both these tech stocks are likely to soar higher as each should benefit from lucrative artificial intelligence (AI)-fueled growth trends. Let's take a closer look at the catalysts that could send them soaring. Lumentum caters to a fast-growing AI niche AI data centers need fast connectivity to move massive datasets quickly. This ensures that AI workloads -- such as training large language models or inference applications -- aren't hindered by slow data transmission. Lumentum's optical and photonic products help solve this potential bottleneck. The company sells switches, optical products, and lasers focused on enhancing the bandwidth of networks and enabling high-speed data transfers. Not surprisingly, its products are in great demand from hyperscalers. Expand NASDAQ : LITE Lumentum Today's Change ( -8.65 %) $ -66.77 Current Price $ 705.36 Key Data Points Market Cap $50B Day's Range $ 680.99 - $ 787.15 52wk Range $ 45.65 - $ 787.45 Volume 369K Avg Vol 5.5M Gross Margin 30.62 % As noted by Lumentum CEO Michael Hurlston on the company's February earnings call: We are now recognized as a foundational engine of the AI revolution. Virtually every AI network is powered by Lumentum technology, either through our direct hyperscaler partnerships or as the critical component supplier that enables our network equipment manufacturer customers. The robust demand for Lumentum's networking products is evident in its remarkable revenue and earnings growth. The company released ...

Key Points While Micron has been in solid form on the stock market, its gains in 2026 have been eclipsed by Western Digital and Lumentum. It is worth noting that Lumentum and Western Digital's earnings are poised for red-hot growth. Both companies are operating in markets experiencing solid growth driven by AI, and their catalysts are here to stay. 10 stocks we like better than Lumentum › Micron Technology has been one of the top performers on the stock market in 2026, with its shares rising an impressive 62% this year, as of this writing. The memory specialist's share price rally is driven by a terrific increase in revenue and earnings, and the good news is that it can sustain its growth. Even with its strong showing, Lumentum (NASDAQ: LITE) and Western Digital (NASDAQ: WDC) have outperformed Micron this year. While Lumentum is up 90% in 2026, Western Digital has posted an 77% gain. 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 » Importantly, both these tech stocks are likely to soar higher as each should benefit from lucrative artificial intelligence (AI)-fueled growth trends. Let's take a closer look at the catalysts that could send them soaring. Lumentum caters to a fast-growing AI niche AI data centers need fast connectivity to move massive datasets quickly. This ensures that AI workloads -- such as training large language models or inference applications -- aren't hindered by slow data transmission. Lumentum's optical and photonic products help solve this potential bottleneck. The company sells switches, optical products, and lasers focused on enhancing the bandwidth of networks and enabling high-speed data transfers. Not surprisingly, its products are in great demand from hyperscalers. As noted by Lumentum CEO Michael Hurlston on the company's February earnings call: We are now recognized a...

Micron Technology has been one of the top performers on the stock market in 2026, with its shares rising an impressive 62% this year, as of this writing. The memory specialist's share price rally is driven by a terrific increase in revenue and earnings, and the good news is that it can sustain its growth. Even with its strong showing, Lumentum (NASDAQ: LITE) and Western Digital (NASDAQ: WDC) have outperformed Micron this year. While Lumentum is up 90% in 2026, Western Digital has posted an 77% gain. 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 » Importantly, both these tech stocks are likely to soar higher as each should benefit from lucrative artificial intelligence (AI)-fueled growth trends. Let's take a closer look at the catalysts that could send them soaring. Image source: Getty Images. Lumentum caters to a fast-growing AI niche AI data centers need fast connectivity to move massive datasets quickly. This ensures that AI workloads -- such as training large language models or inference applications -- aren't hindered by slow data transmission. Lumentum's optical and photonic products help solve this potential bottleneck. The company sells switches, optical products, and lasers focused on enhancing the bandwidth of networks and enabling high-speed data transfers. Not surprisingly, its products are in great demand from hyperscalers. As noted by Lumentum CEO Michael Hurlston on the company's February earnings call: We are now recognized as a foundational engine of the AI revolution. Virtually every AI network is powered by Lumentum technology, either through our direct hyperscaler partnerships or as the critical component supplier that enables our network equipment manufacturer customers. The robust demand for Lumentum's networking products is evident in its remarkable revenue and earnings growt...

Mirabella Financial Services LLP raised its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 101.6% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 175,473 shares of the computer hardware maker's stock after purchasing an additional 88,450 shares during the quarter. NVIDIA accounts for 2.8% of Mirabella Financial Services LLP's holdings, making the stock its 4th largest holding. Mirabella Financial Services LLP's holdings in NVIDIA were worth $32,676,000 as of its most recent SEC filing. Get NVIDIA alerts: Sign Up A number of other hedge funds have also modified their holdings of the business. Joule Financial LLC boosted its stake in NVIDIA by 2.2% during the third quarter. Joule Financial LLC now owns 2,308 shares of the computer hardware maker's stock worth $431,000 after buying an additional 50 shares during the period. Vision Financial Markets LLC increased its position in shares of NVIDIA by 1.2% during the third quarter. Vision Financial Markets LLC now owns 4,640 shares of the computer hardware maker's stock valued at $866,000 after acquiring an additional 53 shares during the last quarter. Websterrogers Financial Advisors LLC raised its stake in shares of NVIDIA by 2.6% in the 3rd quarter. Websterrogers Financial Advisors LLC now owns 2,118 shares of the computer hardware maker's stock valued at $395,000 after acquiring an additional 54 shares during the period. IMG Wealth Management Inc. raised its stake in shares of NVIDIA by 1.4% in the 3rd quarter. IMG Wealth Management Inc. now owns 3,820 shares of the computer hardware maker's stock valued at $713,000 after acquiring an additional 54 shares during the period. Finally, Cyr Financial Inc. lifted its holdings in shares of NVIDIA by 0.7% in the 3rd quarter. Cyr Financial Inc. now owns 7,737 shares of the computer hardware maker's stock worth $1,444,000 after acquiring an additional 54 shares during the last quarter. 65...

Mirabella Financial Services LLP boosted its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 49.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 25,448 shares of the social networking company's stock after buying an additional 8,430 shares during the quarter. Meta Platforms accounts for about 1.6% of Mirabella Financial Services LLP's holdings, making the stock its 13th biggest holding. Mirabella Financial Services LLP's holdings in Meta Platforms were worth $18,661,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Get Meta Platforms alerts: Sign Up A number of other institutional investors have also made changes to their positions in the stock. Brighton Jones LLC increased its holdings in Meta Platforms by 1.7% in the 4th quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company's stock valued at $20,230,000 after purchasing an additional 570 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in Meta Platforms by 10.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company's stock worth $5,537,000 after purchasing an additional 875 shares in the last quarter. Headwater Capital Co Ltd lifted its stake in Meta Platforms by 294.7% during the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company's stock worth $86,454,000 after purchasing an additional 112,000 shares in the last quarter. Dymon Asia Capital Singapore PTE. LTD. purchased a new position in shares of Meta Platforms during the second quarter worth $213,000. Finally, Capital & Planning LLC acquired a new stake in shares of Meta Platforms in the second quarter valued at $322,000. 79.91% of the stock is currently owned by institutional investors and hedge funds. Meta Platforms News Roundup Here are the key new...

New Mexico Educational Retirement Board reduced its position in Microsoft Corporation (NASDAQ:MSFT - Free Report) by 3.4% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 335,747 shares of the software giant's stock after selling 11,700 shares during the period. Microsoft accounts for about 5.4% of New Mexico Educational Retirement Board's holdings, making the stock its 2nd biggest holding. New Mexico Educational Retirement Board's holdings in Microsoft were worth $173,900,000 at the end of the most recent reporting period. Get Microsoft alerts: Sign Up A number of other hedge funds have also recently added to or reduced their stakes in MSFT. Longfellow Investment Management Co. LLC grew its position in shares of Microsoft by 51.3% during the second quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock worth $29,000 after acquiring an additional 20 shares during the last quarter. Bayforest Capital Ltd acquired a new position in shares of Microsoft in the 3rd quarter valued at $38,000. LSV Asset Management purchased a new stake in Microsoft in the 4th quarter valued at $44,000. Sellwood Investment Partners LLC acquired a new stake in Microsoft during the 3rd quarter worth $49,000. Finally, University of Illinois Foundation acquired a new stake in Microsoft during the 2nd quarter worth $50,000. Hedge funds and other institutional investors own 71.13% of the company's stock. Insider Buying and Selling at Microsoft In other Microsoft news, EVP Kathleen T. Hogan sold 12,321 shares of the business's stock in a transaction on Friday, March 6th. The shares were sold at an average price of $409.52, for a total transaction of $5,045,695.92. Following the sale, the executive vice president directly owned 137,933 shares in the company, valued at approximately $56,486,322.16. The trade was a 8.20% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange C...

Meta Platforms, Inc. $META Shares Bought by Mirabella Financial Services LLP marketbeat.com

New Mexico Educational Retirement Board cut its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 3.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 98,050 shares of the social networking company's stock after selling 3,800 shares during the period. Meta Platforms accounts for approximately 2.2% of New Mexico Educational Retirement Board's investment portfolio, making the stock its 5th biggest holding. New Mexico Educational Retirement Board's holdings in Meta Platforms were worth $72,006,000 at the end of the most recent reporting period. Get Meta Platforms alerts: Sign Up Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in Meta Platforms by 1.7% during the fourth quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company's stock worth $20,230,000 after buying an additional 570 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Meta Platforms by 10.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company's stock valued at $5,537,000 after buying an additional 875 shares during the last quarter. Headwater Capital Co Ltd increased its position in shares of Meta Platforms by 294.7% during the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company's stock worth $86,454,000 after acquiring an additional 112,000 shares in the last quarter. Dymon Asia Capital Singapore PTE. LTD. bought a new stake in shares of Meta Platforms during the second quarter worth about $213,000. Finally, Capital & Planning LLC acquired a new stake in shares of Meta Platforms in the 2nd quarter worth about $322,000. 79.91% of the stock is owned by institutional investors. Key Meta Platforms News Here are the key news stories impac...

Mirabella Financial Services LLP grew its position in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 83.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 66,598 shares of the software giant's stock after purchasing an additional 30,303 shares during the quarter. Microsoft makes up about 2.9% of Mirabella Financial Services LLP's investment portfolio, making the stock its 3rd largest position. Mirabella Financial Services LLP's holdings in Microsoft were worth $34,427,000 at the end of the most recent reporting period. Get Microsoft alerts: Sign Up A number of other hedge funds also recently bought and sold shares of MSFT. Longfellow Investment Management Co. LLC boosted its stake in shares of Microsoft by 51.3% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 59 shares of the software giant's stock valued at $29,000 after purchasing an additional 20 shares in the last quarter. Bayforest Capital Ltd bought a new position in shares of Microsoft during the 3rd quarter valued at $38,000. Sellwood Investment Partners LLC purchased a new position in Microsoft in the 3rd quarter worth $49,000. University of Illinois Foundation bought a new stake in Microsoft in the second quarter worth $50,000. Finally, Stance Capital LLC bought a new stake in Microsoft in the third quarter worth $54,000. Institutional investors own 71.13% of the company's stock. Insider Transactions at Microsoft In related news, Director John W. Stanton bought 5,000 shares of the business's stock in a transaction dated Wednesday, February 18th. The shares were purchased at an average price of $397.35 per share, with a total value of $1,986,750.00. Following the purchase, the director owned 83,905 shares of the company's stock, valued at approximately $33,339,651.75. This trade represents a 6.34% increase in their position. The acquisition was disclosed in a document filed with the Securities &...

3月21日，2026“水韵江苏·有你会更美”文旅消费推广季启动仪式在扬州宋夹城体育休闲公园举行。作为本次启动仪式的重要环节之一，连续两届“苏超”总冠名方江苏银行与江苏省文旅厅共同发布了“跟着苏超游江苏”联合推广计划，政银携手激发文旅消费新动能。 根据“跟着苏超游江苏”联合推广计划，江苏银行与江苏省文旅厅将联合推出十大惠民举措，持续将“苏超”IP热度和赛事流量转化为文旅留量与消费增量。双方将依托新媒体资源渠道，通过内容共创、话题互动、流量共营等方式，为广大游客提供更丰富、地道的旅行攻略推荐，让江苏热度走进千家万户。合作双方还将联合打造线上体验专区，在江苏银行App推出“跟着苏超游江苏”活动，围绕游客“食住行游购娱”需求推出多项活动和福利。此外，双方将发布全省文旅消费地图，与“苏心游”公共服务平台实现联通，定期推出“票根+”优惠、城市漫游打卡奖励等，并联合头部OTA平台推出门票酒店预订、支付优惠、消费分期等一站式文旅服务，让游客玩得便捷、玩得实惠。 在线下，双方将在江苏银行网点和全省文旅活动现场共同打造“金融+文旅”融合专区，构建“金融+文旅”消费新生态。在运博会、文旅消费季、“苏超第二现场”等场景中，双方将大力推广数字人民币应用，发放消费补贴及数字人民币专属优惠。在文旅金融产品研发方面，双方将推出“文旅消费贷”，全面释放文旅消费潜力，并开展“办苏超借记卡，畅游水韵江苏，享多重福利”活动，让广大游客在观看赛事、畅游江苏时收获满满的获得感与幸福感。 近年来，江苏银行在服务地方文旅经济发展方面持续发力，此次联合发布“跟着苏超游江苏”推广计划，是该行深化“金融+文旅”融合创新的又一重要举措。双方将围绕“苏超”这一IP，整合金融产品与文旅资源，探索“体育+文旅+金融”的跨界联动，助力江苏文旅消费扩容提质。此举标志着金融服务正从传统的资金供给方向场景共建方转变，有助于提升文旅消费的便利性和获得感。

美國宣布有條件放寬對伊朗石油的制裁，為期30日，預計可以為全球市場，提供約一億四千萬桶石油，只夠全球一天半的消耗。伊朗指目前沒有剩餘原油，滯留在海上或供應國際市場。 中東戰事令霍爾木茲海峽航運受阻，影響能源供應。美國特朗普政府周五批准一項臨時許可，允許已經裝船、滯留在運油輪的伊朗原油和石油產品交付和銷售，為期30日。美國能源署預計，可以為全球市場提供約一億四千萬桶石油，只夠全球一天半的消耗。 美國財長貝森特在社交平台發文稱，措施是度身訂造的短期授權，只包括已經運輸中的石油，不包括新購買或生產的石油。他指措施有助於緩解伊朗戰事開始以來，全球的能源供應壓力。 美國早前已經放寬對俄羅斯石油的制裁，豁免各國購買，3月12日前已經裝載在船上的俄羅斯石油30天。但伊朗石油部回應指，現在伊朗沒有剩餘的原油滯留在海上，或供應給國際市場，指貝森特的聲明只是為了給買家希望。 美國總統特朗普重申，美國不需要霍爾木茲海峽，認為應該由歐洲、中國、日本、南韓等海峽使用國守衛。在特朗普要求包括日本在內的多國，協助在霍爾木茲海峽護航之際，日本共同社報道，伊朗外長阿拉格齊表示，德黑蘭當局已經準備好，讓日本相關船隻通過霍爾木茲海峽。 日本超過九成半的進口石油來自中東，當中九成需要通過霍爾木茲海峽運輸，日本等多國早前已經動用了戰略石油儲備。

美國宣布有條件放寬對伊朗石油的制裁，為期30日，預計可以為全球市場，提供約一億四千萬桶石油，只夠全球一天半的消耗。伊朗指目前沒有剩餘原油，滯留在海上或供應國際市場。 中東戰事令霍爾木茲海峽航運受阻，影響能源供應。美國特朗普政府周五批准一項臨時許可，允許已經裝船、滯留在運油輪的伊朗原油和石油產品交付和銷售，為期30日。美國能源署預計，可以為全球市場提供約一億四千萬桶石油，只夠全球一天半的消耗。 美國財長貝森特在社交平台發文稱，措施是度身訂造的短期授權，只包括已經運輸中的石油，不包括新購買或生產的石油。他指措施有助於緩解伊朗戰事開始以來，全球的能源供應壓力。 美國早前已經放寬對俄羅斯石油的制裁，豁免各國購買，3月12日前已經裝載在船上的俄羅斯石油30天。但伊朗石油部回應指，現在伊朗沒有剩餘的原油滯留在海上，或供應給國際市場，指貝森特的聲明只是為了給買家希望。 美國總統特朗普重申，美國不需要霍爾木茲海峽，認為應該由歐洲、中國、日本、南韓等海峽使用國守衛。在特朗普要求包括日本在內的多國，協助在霍爾木茲海峽護航之際，日本共同社報道，伊朗外長阿拉格齊表示，德黑蘭當局已經準備好，讓日本相關船隻通過霍爾木茲海峽。 日本超過九成半的進口石油來自中東，當中九成需要通過霍爾木茲海峽運輸，日本等多國早前已經動用了戰略石油儲備。

As with Molière at the Comédie-Française or Brecht in Berlin, there is a satisfying smack of regional reality in watching Dylan Thomas’s classic invocation of an early spring day in Wales staged as the real Flintshire thing glitters tantalisingly through the panoramic lobby windows of Theatr Clwyd. Watching being the key word. Premiered on radio in 1954, Under Milk Wood stands with Robert Bolt’s A Man for All Seasons as a rare sound play to have grown into a theatrical classic. Whereas Thomas left it to the ears to envisage the musical obsessive Organ Morgan, the much-loved Polly Garter and other residents of his fabulous valleys village, directors and designers have a free hand to visualise. Lyndsey Turner’s 2021 National Theatre version emphasised realism, adding a frame story of Michael Sheen’s narrator staging the play in a rest home to stir the memories of a father with dementia. Conversely, Kate Wasserberg’s staging emphasises fantasy and the supernatural, feeling influenced by Stephen Sondheim and James Lapine’s Into the Woods, presenting the play as a sequence of plaited legends and fairytales featuring drowned sailors and longing lovers. View image in fullscreen Douglas Walker in Under Milk Wood, designed by Hayley Grindle. Photograph: Rich Lakos / ArenaPAL Although the play is sometimes dismissed by casual consumers as whimsical nostalgia, Thomas’s Llareggub is a dark place. “There’s a nasty lot lives here when you come to think,” says the main narrator, Voice One, and that lot includes a would-be wife-killer, more than one sex offender and several of the dead. In that aspect, Thomas may have been influenced by Thornton Wilder’s Our Town, now on tour with Sheen’s Welsh National Theatre, and certainly the plays form an intriguing unofficial double bill. Wasserberg reorganises some of Under Milk Wood – helping to smooth out later longueurs caused by Thomas’s fatally declining health – and redistributes Voice One’s long organising monologue among 11 actors, e...

LD/iStock via Getty Images This article is a follow-up to my first piece available here , I will thereafter assume you are familiar with it before reading this one. Today, I would like to cover and discuss the various significant developments that have happened since my previous article in November, and give a qualitative assessment of how HydroGraph ( HGRAF ) is tracking against the expected execution timeline I laid out previously. I will first summarize what those significant developments have been, and then this will lead me to discuss my two main themes for today: How HydroGraph should be (and is) scaling up the end demand for its products, and how they can leverage qualification into the U.S. Defense ecosystem as an accelerator for said demand. I alluded to that angle in my last piece, but there are now some tangible early signs that HG is executing on that front, which look promising in my view and deserve further discussion. Significant events and execution milestones I will now list all the press released events since November 2025, review how they track against my expectations, and then dive deeper into our two topics. All of these PR will be relevant to the story. December 9 : HydroGraph Announces Appointment of James Baker to Technical Advisory Board January 6 : HydroGraph and GEIC Expand Collaboration through Tier 1 Membership January 27 : HydroGraph Announces Construction of Two Additional Hyperion Reactors to Expand Production Capacity February 10 : HydroGraph Qualifies Hubron International for Fractal Graphene( TM ) Compounding Partner Program February 23 : HydroGraph Appoints John Neale as Chief Financial Officer February 24 : HydroGraph Receives US EPA and UK REACH, and EU REACH Regulatory Clearances for Commercial Scale Graphene Sales Activities March 5 : HydroGraph Announces Closing of its C$30 Million LIFE Offering March 17 : HydroGraph Certifies Broadway as Qualified Compounding Partner, Expanding Commercial Graphene Masterbatch Capabilities in...

伊朗媒體引述伊朗原子能組織聲明報道，以色列和美國襲擊伊朗納坦茲鈾濃縮設施，該設施暫未發生泄漏。

格隆汇3月21日｜据中新网，中国老龄事业发展基金会中华遗嘱库项目21日发布《中华遗嘱库白皮书》(2025年度)。该白皮书显示，随着粤港澳大湾区互联互通的不断深化，港澳台及外籍人士跨境继承需求上升。 白皮书披露的2025年港澳台及外籍人士立遗嘱数据显示，跨境继承需求呈现上升态势。2025年共有624名港澳台人士、157名外籍人士在中华遗嘱库登记保管遗嘱，其中广东地区作为主要服务区域，接待的港澳台及外籍人士占比超三成。

格隆汇3月21日｜随着欧盟寻求缓解伊朗战争带来的冲击，欧盟能源主管已告知成员国尽早开始填充天然气库存。欧盟能源专员DanJorgensen建议各国政府应将天然气储气目标降至80%，并充分利用欧盟法律提供的灵活性。根据该法律，各国可以偏离该80%目标10个百分点；若市场环境不利，还可进一步偏离5个百分点。各国需在12月1日前完成其储气义务。

maybefalse/iStock Unreleased via Getty Images The essential thesis of my last article on Alibaba Group Holding Limited ( BABA ) was that China's general strategy, as embodied by BABA's own AI efforts, was focused more on task-oriented models that are smaller and open-sourced. As the relatively new phenomenon of "agentic AI" rises to the top of the AI-use cases list, these smaller models offer more localization capabilities, with greater control over data security and at a much lower cost than AI agents running on LLMs and non-language models. This has been one of the key drivers of BABA's success in recent quarters, but a more balanced base of growth drivers is now emerging, and it is what drives my upgrade today to a Strong Buy. The combined narrative of growing agentic AI adoption in the enterprise segment and the heavy investments in instant commerce are the anchoring pillars, with the stock's historically low valuation multiples being the icing on the cake. Sustainable Growth in Key Areas I should like to present some extracts from the Q3 2026 earnings conference call , the press release , the presentation , and the 6-K filing that evidence my case for a Strong Buy on BABA. First up on the agenda is the elephant in the room - a mere 2 percent growth in revenues, a 57 percent drop in adjusted EBITA, a 74 percent decline in operating income, diluted EPADS down 67 percent, a 49 percent dip in operating cash flow, and a 71 percent wipeout of free cash flow. Seeking Alpha The sudden sell-off triggered by what appeared to be a very poor quarter of profitability and cash flows is only indicative of heavy investments in its instant (quick) commerce and cloud businesses. This is not a deteriorating company; it is one that is sacrificing short-term profitability and cash flows for the sake of faster growth in two critical areas - China eCommerce and Cloud Intelligence Group. And why not, indeed? BABA is currently sitting on $80 billion worth of liquidity, so the operating...

Key Points Voyager Technologies will launch its Starlab space station atop a SpaceX Starship rocket. Voyager's cost for the ride: just $90 million. 10 stocks we like better than Voyager Technologies › Every time SpaceX launches a partially reusable Falcon 9 spacecraft into orbit, it charges its customer up to $74 million. According to SpaceX's launch capabilities and services page, these rockets can carry 22 tons of cargo to low Earth orbit when operating in expendable mode -- a bit less when the first stage is reused. But what do you think SpaceX might charge for launching a payload of five or more times that 22-ton size -- 100 to as many as 150 tons? 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 » Would SpaceX charge $370 million, perhaps -- five times the price of a Falcon 9 launch? Or might it charge less than that, undercutting its competition at United Launch Alliance, Arianespace, and Blue Origin on price, at the same time as it outclasses them in performance? Turns out, the second answer is the correct one. We just learned how much SpaceX plans to charge for a fully maxed out, dedicated Starship launch (once Starship is certified for commercial launches): $90 million. From $74 million to $90 million We learned this, incidentally, from a most unexpected source. One of SpaceX's first customers for Starship: Voyager Technologies (NYSE: VOYG). In its 10-K filing with the SEC last week, space company Voyager reminded shareholders that it has a contract in place to launch its first-ever space station, Starlab, atop a SpaceX Starship sometime in 2029. We knew that already, of course. What we didn't know was the cost of the launch. That answer, too, resides deep within the 10-K, where on page 138 Voyager discloses that "one launch at a future estimated launch date" will cost it $90 million. Voyage...