Qin PinLi/iStock via Getty Images As you can see in the chart below, Applied Optoelectronics, Inc. ( AAOI ) has seen monstrous gains as of late. Yet, the company is still mostly flying under the radar amid the continuing AI infrastructure boom. As the demand for computing power increases, some challenges include cooling and energy usage. Despite being founded decades ago, Applied Optoelectronics seems to have the solution. Optical networking products are now positioned as the next frontier, and the benefits are clear. In addition to solving challenges, bandwidth and speed could see big leaps. With my analysis being focused on the tech sector, today I have decided to finally initiate coverage on a company that seems to be in a position to revolutionize AI infrastructure. Seeking Alpha Below, it is shown that the long-term opportunity for the company is sizeable. Applied Optoelectronics is also taking the right steps in capturing a significant part of the TAM, and so investors should be encouraged by their execution. While cash burn and dilution may be potential risks, annual revenue guidance hints at business acceleration, and so the prospects are bright. While the valuation isn't the lowest, it is also very reasonable for what investors are getting. The ramping of capacity will drive triple digits of top-line growth in 2026 and perhaps beyond, and so I have decided to initiate the stock with a Buy rating. The Opportunity At Hand Applied Optoelectronics Q4 Slides While the company has other segments, such as Broadband Access and Sensing Field, there is no question that the spotlight is currently firmly on their data center business. The above chart shows their projected TAM growth for this key segment, and it is clear that the opportunity is immense in the coming years. By 2030, the TAM is expected to exceed $60 billion. To put that into perspective, it should be noted that the company had $455.7 million in revenue for FY2025. In my view, this demonstrates the potent...

布伦特原油日内涨幅达3.0%，报106.91美元/桶。 纳指跌超2%，标普500指数跌1.46%，道指跌超1%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

格隆汇3月21日｜美股延续跌势，纳指跌超2%，标普500指数跌1.46%，道指跌超1%。

QCOM Stock Warning: Why Analysts Warn Qualcomm Could Plunge More Than 20% from Here Barchart

On March 16, Seaport Research downgraded Qualcomm (QCOM) stock to a “Sell” rating, assigning a price target of $100. The stock currently trades 30% above this level, which means that analysts are looking at significant downside in the coming weeks. Seaport Research isn’t the only firm that rates QCOM stock as a “Sell.” Bank of America Securities and Morgan Stanley are also bearish on its prospects, assigning “Underperform” and “Underweight” ratings with price targets of $145 and $132, respectively. Over the course of the last two months, multiple analysts have lowered their targets for QCOM stock, with Qualcomm having already lost 24% so far in 2026. On a slightly positive note, the company is doing all it can to regain investor trust, recently announcing a stock buyback program worth $20 billion. This is on top of the $2.1 billion remaining from its previous buyback announced in November 2024. There is no set timeline for the freshly announced buyback program, which will happen at the discretion of management upon prevailing market conditions. About Qualcomm Stock Qualcomm is a fabless semiconductor company that specializes in mobile processors, 5G, IoT, and chips for the automotive industry, among others. The company is currently headquartered in San Diego, California. QCOM stock is down roughly 18% in the last 12 months, a significant underperformance compared to the iShares Semiconductor ETF’s (SOXX) 64% gain in the same period. The reasons for this underperformance are mainly associated with supply constraints in the smartphone industry, which drives the company’s core business. A natural question following the stock buyback news amid fundamental issues in the stock is whether the company can afford to spend so much money on buying back its own shares. After all, if industry headwinds are likely to keep QCOM stock under pressure, is a buyback worth the hassle for investors? Right now, Qualcomm sits on $7.2 billion in cash and cash equivalents with free cash flo...

On March 16, Seaport Research downgraded Qualcomm (QCOM) stock to a “Sell” rating, assigning a price target of $100. The stock currently trades 30% above this level, which means that analysts are looking at significant downside in the coming weeks. Seaport Research isn’t the only firm that rates QCOM stock as a “Sell.” Bank of America Securities and Morgan Stanley are also bearish on its prospects, assigning “Underperform” and “Underweight” ratings with price targets of $145 and $132, respectively. Over the course of the last two months, multiple analysts have lowered their targets for QCOM stock, with Qualcomm having already lost 24% so far in 2026. More News from Barchart On a slightly positive note, the company is doing all it can to regain investor trust, recently announcing a stock buyback program worth $20 billion. This is on top of the $2.1 billion remaining from its previous buyback announced in November 2024. There is no set timeline for the freshly announced buyback program, which will happen at the discretion of management upon prevailing market conditions. About Qualcomm Stock Qualcomm is a fabless semiconductor company that specializes in mobile processors, 5G, IoT, and chips for the automotive industry, among others. The company is currently headquartered in San Diego, California. QCOM stock is down roughly 18% in the last 12 months, a significant underperformance compared to the iShares Semiconductor ETF’s (SOXX) 64% gain in the same period. The reasons for this underperformance are mainly associated with supply constraints in the smartphone industry, which drives the company’s core business. barchart.com A natural question following the stock buyback news amid fundamental issues in the stock is whether the company can afford to spend so much money on buying back its own shares. After all, if industry headwinds are likely to keep QCOM stock under pressure, is a buyback worth the hassle for investors? Right now, Qualcomm sits on $7.2 billion in cash an...

Shares of The Trade Desk (TTD +0.34%) slipped 12.6% this week, according to data from S&P Global Market Intelligence. The advertising technology platform was publicly accused by one of its largest clients of overcharging for services, which is leading to uncertainty on Wall Street. The stock had been recovering after the founder's insider buys, but is now back near recent lows and down 83% from its recent highs set at the end of 2024. Here's why the stock was falling this week, and whether now would be a good time to buy the dip on The Trade Desk. Expand NASDAQ : TTD The Trade Desk Today's Change ( 0.34 %) $ 0.08 Current Price $ 23.59 Key Data Points Market Cap $11B Day's Range $ 23.20 - $ 24.47 52wk Range $ 21.08 - $ 91.45 Volume 429K Avg Vol 17M Gross Margin 78.63 % Overcharging for advertising services Publicis Groupe is one of the largest advertising agencies in the world. Brands go to them to buy advertising services, and Publicis will use platforms such as The Trade Desk as a digital advertising tool to get ads in front of the right eyeballs across the internet, connected TV, and audio streaming platforms. This week, Publicis came forward and said it conducted an audit of The Trade Desk's services, finding that it overcharged them and added them to premium features with their consent. As one of the largest spenders on the Trade Desk's advertising platform, this could severely hurt revenue growth in 2026, especially if other agencies shy away from using it as well. Time to buy the dip? Even before this potential scandal, The Trade Desk was facing woes in its advertising business. Revenue growth had decelerated to 14% in Q4 of last year, down from 22% in the same quarter a year prior. Now, if Publicis leaves the Trade Desk, it may see a revenue decline this year. After this drawdown, The Trade Desk has a price-to-earnings ratio (P/E) of 26.4. This may look cheap compared to its historical valuation, but it is not dirt cheap for a business facing a potential coll...

Key Points A large advertising agency alleged that The Trade Desk overcharged for services. The fallout from these allegations could severely damage The Trade Desk's revenue growth in 2026. Shares of the stock still don't look cheap today. 10 stocks we like better than The Trade Desk › Shares of The Trade Desk (NASDAQ: TTD) slipped 12.6% this week, according to data from S&P Global Market Intelligence. The advertising technology platform was publicly accused by one of its largest clients of overcharging for services, which is leading to uncertainty on Wall Street. The stock had been recovering after the founder's insider buys, but is now back near recent lows and down 83% from its recent highs set at the end of 2024. Here's why the stock was falling this week, and whether now would be a good time to buy the dip on The Trade Desk. 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 » Overcharging for advertising services Publicis Groupe is one of the largest advertising agencies in the world. Brands go to them to buy advertising services, and Publicis will use platforms such as The Trade Desk as a digital advertising tool to get ads in front of the right eyeballs across the internet, connected TV, and audio streaming platforms. This week, Publicis came forward and said it conducted an audit of The Trade Desk's services, finding that it overcharged them and added them to premium features with their consent. As one of the largest spenders on the Trade Desk's advertising platform, this could severely hurt revenue growth in 2026, especially if other agencies shy away from using it as well. Time to buy the dip? Even before this potential scandal, The Trade Desk was facing woes in its advertising business. Revenue growth had decelerated to 14% in Q4 of last year, down from 22% in the same quarter a year prior....

【有線新聞】環境及生態局局長謝展寰說，已經約見本地燃油供應商，政府正搜集數據，下月一日起，每周公布油價變動趨勢，讓市民自行比較。 謝展寰：「每間油公司不同折扣後的售價以及國際成品油價錢的走勢，我們作個比較。我們會在每星期公布一次，讓市民看到，市民可以透過這些資料比較準確地監察油價變化，有否加快減慢、加多減少的情況。」他說競委會已初步審視過，無發現油公司有合謀定價，會繼續密切監察。又形容香港有得天獨厚優勢，汽油主要從內地進口，能源供應穩定。

(RTTNews) - The Switzerland stock market ended on a weak note on Tuesday, in line with markets across Europe, as worries about supply chain disruptions due to the sanctions imposed on Russia by the West hurt sentiment. The benchmark SMI, which briefly moved into positive territory after opening marginally down, ended the session with a loss of 124.50 points or 1.04% at 11,862.28, nearly 75 points off the day's low of 11,789.75. Richemont and Swiss Re lost 7.2% and 7%, respectively. Credit Suisse declined nearly 6% and UBS Group shed 5.1%. Partners Group, Zurich Insurance Group and Holcim lost 3.8%, 2.7% and 2.4%, respectively. ABB drifted down 1.8% and Alcon ended 1.24% down. Swisscom shares moved up nearly 2%. Logitech gained about 1%. Geberit, Givaudan and Nestle posted modest gains. In the Swiss Mid Price Index, Dufry ended more than 10% down. Swatch Group slipped nearly 8% and Zur Rose lost 6.85%. Helvetia, AMS, Adecco, Cembra Money Bank, Temenos Group, Georg Fischer, Julius Baer and Flughafen Zurich ended lower by 3.7 to 5.6%. Barry Callebaut and Lindt & Spruengli Part both shed about 2.25%. Kuehne & Nagel ended 1.75% down. In economic news, the procure.ch and Credit Suisse Manufacturing PMI for Switzerland edged down to 62.6 on February of 2022 from 63.8 in the prior month, missing market expectations for a reading of 64. That was the slowest rate of expansion in 12 months. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Markets bet on Fed rate hike as soon as July Reuters

MARA Holdings (NASDAQ:MARA) and Riot Platforms (NASDAQ:RIOT) shares are under pressure Friday. Both Bitcoin (CRYPTO:BTC) miners are getting squeezed from two directions at once: geopolitical tensions pushing energy costs higher and the ongoing pressure to prove their AI pivot is more than a talking point. MARA stock is down 6%, falling below $9, and RIOT stock ... MARA Holdings Drops 6%, Riot Platforms Falls 5%: Two Bitcoin Miners Caught Between Energy Costs and an AI Pivot

Brazil President Luiz Inacio Lula da Silva said he spoke with Mexican leader Claudia Sheinbaum about a possible exploration partnership between their nations’ state-run oil companies in the Gulf of Mexico. Speaking at event on Friday, he said he’d called at the request of Magda Chambriard , the head of Petroleo Brasileiro SA , to suggest that it work with Petroleos Mexicanos . “Did you know Pemex could receive significant help from Petrobras to explore for oil together in the Gulf of Mexico, at a depth of 2,500 meters?” Lula said he asked Sheinbaum, without providing any additional details about the call or a potential partnership. Petrobras didn’t immediately respond to a request for comment. The company, a specialist in deep-water operations that has been looking to expand abroad to increase output and replenish its oil and gas reserves, doesn’t have any current operations in Mexico. Sheinbaum’s office, Pemex and Mexico’s energy ministry didn’t immediately respond to requests for comment. The Mexican president has been seeking private partners to help Pemex boost production and revive sagging oil output that has slumped to half its peak from two decades ago. Few major international companies, besides billionaire Carlos Slim’s Grupo Carso, have stepped forward to announce projects. During the event, Lula also suggested that Brazil and Petrobras should consider building a strategic oil reserve similar to those that the US, China and other nations maintain to hold emergency stockpiles and ease disruptions. The comments came amid rising oil prices due to the US war in Iran, which have put pressure on Petrobras and Brazil’s government domestically. “It’s not a quick thing, it takes time, but it’s a strategic thing that Petrobras and the government have to think about,” Lula said. “We need, over time, to build a regulatory stockpile so that we don’t become victims of what is happening today.” The leftist leader said Petrobras would attempt to repurchase a refinery in th...

The former BBC Radio 4 Woman’s Hour presenter Jenni Murray has died at the age of 75. Murray, who joined the programme in 1987 and left in 2020, established a reputation as a formidable presenter, conducting interviews with prominent female figures including Margaret Thatcher and Hillary Clinton. In 2006, she announced on air that she had been diagnosed with breast cancer. Born in Barnsley, Murray began her broadcasting career at BBC Radio Bristol in 1973, going on to report and present for BBC television’s South Today programme. She joined Newsnight in 1983, before moving to Radio 4 as a presenter on the Today programme. She became the regular presenter of Woman’s Hour in 1987, and in 2011 was made a dame in recognition of her contribution to broadcasting. Murray often shared her own life experience with fans. When, in 2006, she announced at the end of Woman’s Hour that she had been diagnosed with breast cancer, the response was overwhelming, with thousands of goodwill messages flooding into the BBC. Returning to the programme after treatment, she told listeners that the most emotionally upsetting moment was losing her hair, and then used this to explore the centrality of hair to definitions of femininity. The BBC director general, Tim Davie, said Murray was a “broadcasting icon”, adding: “This is incredibly sad news and our thoughts are with all of Dame Jenni’s family and friends. “Throughout her three groundbreaking decades on Woman’s Hour, Jenni created a safe space for her audience thanks to her warmth, intelligence and courage. We shall all miss her terribly. Her legacy endures in the countless conversations she started, the many issues she championed and the lives she touched.” Mohit Bakaya, the controller for BBC Radio 4 and director of BBC speech audio, said: “Jenni Murray was a formidable voice in British broadcasting who was warm, fearless and beloved by listeners. “During her decades at Woman’s Hour, she helped shape the national conversation with intell...

Shares of Take-Two Interactive ( TTWO ) slipped 0.73% to $200.28 in the afternoon trade on Friday, adding to six straight sessions of decline. The stock has fallen around 3.6% between March 12 and March 19 compared to a 0.99% decline in the S&P 500 during the same period. The decline came amid announcements from Nvidia at the Game Developers Conference, where the company unveiled a range of artificial intelligence-powered video generation and game development tools, alongside comments from Take-Two Interactive’s CEO Strauss Zelnick, who said using AI to create major titles like Grand Theft Auto would be “laughable,” adding that such technology cannot replace human creativity and engagement in building blockbuster games. According to Seeking Alpha’s Quant Rating system, TTWO is rated a Hold, with a score of 3.32 out of 5, receiving an A+ for growth but an F in terms of valuation. An analyst at Seeking Alpha upgraded Take-Two Interactive Software to “Neutral,” citing improving bookings prospects and a more balanced risk-reward profile following the recent selloff, while noting that strong growth and a robust pipeline, including Grand Theft Auto VI, support the outlook. The analyst added that competitive pressures remain , pointing out that “AI is also leveling the playing field, enabling creatives and designers without technical chops to also create their own games at a fraction of the cost of a studio.” While on the Wall Street , 26 of 28 analysts rate the stock a buy or higher, one recommends a hold, and one of them rates it with a sell or lower. Shares have gained around 0.14% in the past month but remain down about 23% year-to-date. More on ETB: Broader Market Volatility Brings Some Discount Widening USD Strength Vs. Euro Vulnerability: What's Next For The EUR/USD Pair? John Hancock Multimanager 2055 Lifetime Portfolio Q4 2025 Commentary The bottom 60% of Americans are worse off than they were two years ago Delinquencies hold steady, charge-offs rise: February Cre...

hapabapa Palantir Technology's ( PLTR ) Ontology product is likely to remain a “competitive advantage” over the competition, given the enterprise software's decades of experience, Morgan Stanley said. Ontology, which Palantir uses to map raw data to real-world objects (such as assets, customers, or transactions) and their relationships, acting as a sort of “digital twin,” Morgan Stanley analyst Sanjit Singh said. “By bringing together disparate sources of enterprise data (ERP, CRM, databases, sensors, documents, etc.) and mapping them to the real-world entities and events that constitute an organization’s business, relationships and actions among entities and events can be modeled or defined,” Singh wrote in a note to clients. “Importantly, the core elements of the Ontology (objects and properties) are linked directly to the relevant enterprise data sources which are continuously updated. Consequently, building applications, automations, and agents becomes much easier once a thoroughly defined Ontology is in place.” Singh, who has an Equal-Weight rating and $205 price target on Palantir, said the benefits of Ontology are numerous, including that it offers “connectivity at scale” by putting information that a large company can use into one common business language. Secondly, it also improves interpretability by allowing workers to work in familiar business terms instead of jargon or tables they may not be familiar with. It also creates economies of scale, as new apps and workflows can be built right on top of Ontology, and it allows for decisions to be captured and recorded across a company. Lastly, it has an artificial intelligence component, as it “gives models and agents structured, real-time context rather than forcing them to reason over fragmented or poorly organized enterprise data,” Singh said. And since Palantir has been working on Ontology for years, it may be difficult for competitors to replicate, Singh posited. “While we have tried to simplify the underl...

Palantir's Ontology likely to remain 'competitive advantage,' MS says (PLTR:NASDAQ) Seeking Alpha

WTI 4月原油期货收涨2.77美元，涨幅将近2.90%，报98.32美元/桶，本周累计上涨将近1.53%。 中东Abu Dhabi Murban原油期货涨16.48%，报144.52美元/桶，本周累涨26.37%，整体持续走高。 NYMEX 4月天然气期货收报3.0950美元/百万英热单位，本周将近1.15%。 NYMEX 4月汽油期货收报3.2862美元/加仑、本周累涨约8.05%，NYMEX 3月取暖油期货收报4.6084美元/加仑、本周累涨将近14.79%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

格隆汇3月21日｜上海黄金交易所黄金T+D 3月20日（周五）晚盘收盘下跌2.33%报1015.89元/克； 上海黄金交易所白银T+D 3月20日（周五）晚盘收盘下跌4.21%报17100.0元/千克。

This frightening outbreak is not yet over, and serves as a reminder of why plans to manage infectious diseases exist The public health measures taken in response to this month’s meningitis outbreak in Kent so far appear to be working . Two young people have tragically died – one a sixth-former in Faversham, the other a student at the University of Kent. In the Canterbury area, where cases have been identified at four schools and two universities, thousands of lives have been disrupted and many people are understandably afraid. With 18 confirmed cases , and 11 others being investigated, this is the largest cluster of UK cases in a generation . The genes of the meningitis B (MenB) strain of bacteria behind this outbreak are being examined in laboratories. In Kent, they appear to have caused septicaemia, or blood poisoning, as well as infection of the membranes that surround the brain and spinal cord. Scientists do not fully understand what causes meningococcal bacteria – which are present in one in 10 people’s bodies without causing illness – to become invasive. Meningitis remains a mysterious as well as a frightening illness, due to its sudden onset and the risk of death. Do you have an opinion on the issues raised in this article? If you would like to submit a response of up to 300 words by email to be considered for publication in our letters section, please click here . Continue reading...

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Finding millionaire-maker stocks is no small task. These stocks are relatively few and far between, but they are out there. One area where investors are looking for these stocks is in the artificial intelligence (AI) realm. AI is a transformative technology that will produce several companies that can deliver incredible returns, but there will also be a lot of busts along the way. Two stocks that I think have huge upside are SoundHound AI (SOUN 3.93%) and Nebius (NBIS 6.25%). Both of these are already rapidly growing and are slated to deliver strong returns over the next few years if their product usage ramps up. While it's unknown if these two will be millionaire-maker stocks by themselves, as part of a diversified portfolio, they could provide market-crushing returns that can accelerate your timeline to becoming a millionaire. Both companies are fighting to become larger SoundHound AI provides AI-powered audio recognition software. This can be deployed in several different settings, although the current most prevalent is in restaurant drive-thrus. SoundHound AI won't be considered a successful investment until it reaches into other sectors, which it's trying to do now. It's actively signing customers in the insurance, financial, and healthcare spaces. These are industries that employ a ton of customer service agents, who could all be replaced by a general AI model if properly trained. That's a massive market opportunity for SoundHound AI to capture. If it can do that, it should generate some impressive returns over the next few years. Expand NASDAQ : SOUN SoundHound AI Today's Change ( -3.93 %) $ -0.27 Current Price $ 6.61 Key Data Points Market Cap $2.9B Day's Range $ 6.60 - $ 6.92 52wk Range $ 6.52 - $ 22.17 Volume 349K Avg Vol 27M Gross Margin 32.96 % Nebius is essentially an AI-first cloud computing provider. It's focusing on offering full-stack setups so clients can hit the ground running and deploy AI workflows to Nebius' servers. It's experiencing huge grow...

格隆汇3月21日｜墨西哥财政部长：我们将于下周与三星举行会谈，已为三星准备了一份建设性方案。