Palantir Technologies is off to a rocky start this year, but that isn’t shaking Morgan Stanley’s confidence in the company. The firm says Palantir is “one of the few AI winners in software.” The stock is down more than 13% in 2026, a reversal from 2025 when shares of the data analytics company more than doubled, beating the Nasdaq Composite’s 20% gain.

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美军南方司令部20日发布消息说，美军19日在东太平洋对一艘所谓“贩毒船”发动打击。消息称，根据美军南方司令部司令弗朗西斯·多诺万的命令，美军“南方之矛”联合特遣部队19日对一艘由“被认定的恐怖组织”运营的船只实施打击，3名“毒品恐怖分子”幸存。南方司令部已通知美国海岸警卫队启动幸存者搜救系统。消息未提及此次袭击的伤亡情况，以及是否有幸存者被救起。（新华社）

Getty Images Shares of Super Micro Computer ( SMCI ) plunged on the morning of Friday, March 20. The embattled Technology Hardware, Storage and Peripherals industry company within the Information Technology sector dropped by more than 20% on news of a federal indictment charging three individuals (including a company co-founder) with smuggling $2.5 billion worth of restricted U.S. AI technology to China. While Super Micro itself was not named as a defendant and has stated it is cooperating with the investigation, the firm has placed the implicated employees on leave and terminated its relationship with the contractor involved. It’s yet another disturbing development. Recall that SMCI was the focus of a Hindenburg Research short report in August 2024. Shortly after, Super Micro announced it would delay its annual 10-K filing. Then, the DoJ reportedly launched an investigation into Hindenburg's claims. The situation escalated in October 2024 when its auditor, Ernst & Young (EY), resigned abruptly. Through it all, the company’s fundamentals began to deteriorate. Competitors like Dell and HPE ramped up their AI server offerings, and SMCI has been forced to sacrifice pricing power to maintain market share. Indeed, the stock is –23% over the past year (not including the March 20 freefall), while HPE and Dell shares are up significantly. I downgraded SMCI to a hold back in July of 2024 . Shares are off 64% since then (through this past Thursday’s close), underperforming the S&P 500 by some 80 percentage points. Today, I reiterate a hold rating. The stock’s P/E premium has been more than wiped out, and I see trouble on the chart. I’ll offer an updated valuation (with an extra margin of safety applied, given overnight news) and provide a fresh look at the technicals. SMCI Lags Competitor and the Market YoY Stockcharts.com Back in February, SMCI reported a strong set of quarterly results. Q2 non-GAAP EPS of $0.69 topped the Wall Street consensus forecast of $0.49, while reven...

Amazon (AMZN) Stock Stays Flat After Acquiring Rivr Robototics Startup TipRanks

格隆汇3月21日｜惠誉：若霍尔木兹海峡关闭六个月，油价平均可能达每桶120美元。

Experts are considering the case for routinely vaccinating more people against meningitis B in response to the fatal outbreak in Kent. The Joint Committee on Vaccination and Immunisation’s review was announced after the health secretary, Wes Streeting, asked it to “re-examine eligibility for meningitis vaccines” for a wider range of people than those who now qualify. Health officials in Kent, where there have been two fatalities, said cases could spread outside the county as students return home for Easter. On Friday the UK Health Security Agency said there were 18 confirmed cases, and 11 more under investigation. The Guardian understands the JCVI started a review of the outbreak in Kent and is considering a wider review of eligibility for routine meningitis B vaccinations. The JCVI, which is the government body responsible for advising all four nations on immunisation policy, has until now said a catchup campaign for young people born before 2015, when the MenB jab was introduced for infants, would not be cost effective. Experts say protection only lasts a few years and does not stop transmission of the bacteria. Kent county council’s director of public health, Dr Anjan Ghosh, said that over the next month there would probably be “sporadic” cases of meningitis elsewhere in the UK as students travelled home for the Easter holidays. While he “fully” expects that the growth in cases will have slowed down after a month, it was not possible to definitively say whether it has peaked yet. At a briefing, Ghosh said there were three possible scenarios in the next four weeks, as “that’s the time it takes for this whole thing to really subside”. In the first, the outbreak remain contained in Kent. In the second, students going home or away for the Easter holidays get the disease. “They were incubating when they left, and then they become cases, and there are small household, sporadic clusters outside of Kent,” Ghosh said. But he stressed such cases were “highly unlikely” to s...

格隆汇3月21日｜惠誉：持续高油价将加剧跨行业信用压力。

The clock is ticking for a stock market that's been hoping for a speedy resolution to the Iran war but may now have to contend with the possibility of a longer conflict amid reports of additional troops getting deployed to the Middle East. Stocks have been largely calm since the start of the U.S. war in Iran. While the S & P 500 certainly has had a volatile month, pulling back roughly 6% from its recent high, the stock market has yet to price in the possibility of an extended war. The latest headlines could signal a turn for the worse. On Friday, the Wall Street Journal reported that the Pentagon is sending thousands of more Marines and three warships to the Middle East. Axios, citing sources with knowledge of the issue, said the White House is considering plans to occupy Kharg Island to force a reopening of the Strait of Hormuz. And, Bloomberg has reported that Iranian officials are hesitant to even discuss reopening the critical waterway. Absent a clear and swift victory, the rollout of a greater military presence in the area could hurt the stock market and the economy, as the conflict stretches into a fourth week. "If President Trump intends to take Kharg Island, and that requires at least a month for all this to be positioned, it's highly likely we will have a recession this year," Marko Papic, macro and geopolitical strategist at BCA Research, told CNBC. By his estimation, the stock market could drop at least 20% in that scenario. Complacency To be sure, there are other reasons investors are expecting a short war. Wall Street firms including Bank of America and Deutsche Bank expect that poor political approval ratings, which are important to President Donald Trump, could mean Washington could de-escalate an unpopular war that could cost Republicans their seats in the midterm elections. BCA Research's Papic agreed, pointing out that the stock market — which Trump has used in the past as a barometer of his success — could also force the president to back off if e...

Key Points Petrus Trust acquired 520,000 shares of LKQ in the fourth quarter. The quarter-end LKQ position value increased by $15.70 million, reflecting the new purchase. LKQ represents 1.59% of the fund’s reportable U.S. equity assets, which places it outside the fund's top five holdings. 10 stocks we like better than LKQ › Petrus Trust Company, LTA initiated a new position in LKQ (NASDAQ:LKQ), buying 520,000 shares in the fourth quarter, according to a February 17, 2026, SEC filing. What happened According to a SEC filing dated February 17, 2026, Petrus Trust Company established a new 520,000-share position in LKQ during the fourth quarter. The fund reported a quarter-end position in LKQ of $15.70 million, reflecting the purchase and any price changes during the period. What else to know LKQ now accounts for 1.59% of Petrus Trust’s reportable 13F assets. Top holdings after the filing: NYSEMKT:SPY: $216.39 million (21.9% of AUM) NASDAQ:MSFT: $72.48 million (7.3% of AUM) NYSE:CPAY: $71.38 million (7.2% of AUM) NASDAQ:AMZN: $70.99 million (7.2% of AUM) NYSE:AON: $50.81 million (5.1% of AUM) As of Friday, LKQ shares were priced at $28.11, down about 31% over the past year and well underperforming the S&P 500’s roughly 16% gain in the same period. Company overview Metric Value Price (as of Friday) $28.11 Market capitalization $7.2 billion Revenue (TTM) $13.96 billion Net income (TTM) $607.00 million Company snapshot LKQ distributes automotive replacement parts, components, and systems, including body panels, bumpers, glass, mechanical parts, and specialty products for vehicles and recreational vehicles. The company operates a distribution-driven business model, sourcing and supplying new and recycled parts to the automotive aftermarket across North America and Europe. It serves collision and mechanical repair shops, new and used car dealerships, and retail customers in the United States, Canada, and multiple European markets. LKQ Corporation is a leading distributor of...

Airbrush artist who created iconic posters for A Clockwork Orange and Full Metal Jacket, as well as artwork for Pulp and the Rolling Stones One of the best-known British film posters of the 20th century began life in the Borehamwood house of Stanley Kubrick , in a sketch drawn by the airbrush artist Philip Castle, who has died aged 83. Then a recent graduate of the Royal College of Art, who had advertised his services in the Daily Express, Castle was invited to meet the director at his home, where Kubrick played him a rough cut of his new film, A Clockwork Orange, without sound, and asked him to create a poster for it. “It was just incredible,” Castle told the Times in 2000. “My favourite film was Dr Strangelove, followed by 2001 [A Space Odyssey]. I was just the biggest fan.” In the director’s home theatre, he drafted images in his notebook of Malcolm McDowell, who played the gang leader Alex DeLarge in Kubrick’s 1971 adaptation of Anthony Burgess ’s novel. McDowell stares menacingly out of the page, holding a knife, with a floating eyeball nearby. This notebook – shown at two recent exhibitions in London, Daydreaming With Stanley Kubrick at Somerset House (2016) and Stanley Kubrick: The Exhibition at the Design Museum (2019) – holds most of the elements of the finished film poster, before Castle filled the final image with paint from an airbrush. This was the tool that allowed him to develop his distinctive style. Continue reading...

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Schwab Center for Financial Research Kathy Jones, Allspring Global Investment George Bory, BNP Paribas Head of Credit Strategy Meghan Robson, and CreditSights Head of US IG & Marco Strategy Zachary Griffiths. (Source: Bloomberg)

Tech stocks were lower Friday afternoon, with the State Street Technology Select Sector SPDR ETF (XL 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.

Olga Yastremska/iStock via Getty Images The last time I spoke about Assembly Biosciences ( ASMB ) it was in a Seeking Alpha article entitled " Assembly Biosciences: Positive Data Of ABI-5366 Brings 2 Fall Program Catalysts ." With respect to this article, I mentioned that the company was working on the development of two long-acting helicase-primase inhibitors [HPIs], ABI-5366 and ABI-1179, for the treatment of patients with recurrent genital herpes with Gilead Sciences ( GILD ). The company reported positive data throughout 2025 with respect to the HPI program, which was a huge win for the expected catalysts that took place. The latest update is that Gilead did end up exercising its option to license both ABI-5366 and ABI-1179. Assembly received a $35 million payment because of it and could also be eligible to earn up to $330 million in milestone payments plus tiered royalties on net sales. In lieu of milestones, the company holds the option to instead do a 40% share of costs and profits. It hasn't chosen this route yet, but it expects to decide this in mid-2026. This is one milestone to consider with respect to this biotech. With that being said, a phase 2 initiation for this HPI program is expected to happen by the end of 2026. I had a Buy rating the last time around, and I'm going to stick with this rating again. Not just because Gilead exercised its option to license the entire HPI program, but also because it is making a solid move on another front with respect to its pipeline. This would be the development of ABI-6250 for the treatment of patients with Hepatitis Delta Virus [HDV] in a phase 1a study. Speaking of which, positive interim data from this trial was released already, which I will be going over below in detail. There are two catalysts at play with respect to this specific program advancement. The first of which is that Assembly Biosciences is on track to initiate a phase 2 study using ABI-6250 to treat these patients by the end of 2026. The second o...

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) is drawing fresh scrutiny after its $20 billion licensing deal with AI startup Groq triggered questions from US lawmakers over whether the structure may have been designed to avoid antitrust review while still expanding its influence across the AI stack. Senators Elizabeth Warren and Richard Blum (Trades, Portfolio)enthal sent a letter to Chief Executive Jensen Huang seeking more details, warning the arrangement could potentially limit competition and further entrench Nvidia's position in AI computing, where its chips already play a central role in training large language models. The deal, finalized at the end of 2025, gives Nvidia a non-exclusive license to Groq's technology while also bringing in key talent, including Groq CEO Jonathan Ross, even as the startup continues to operate as an independent business. Nvidia has emphasized that it did not acquire Groq, noting that the company remains separate and its cloud operations continue to run independently, though a large portion of Groq's engineers and hardware designers have joined Nvidia. The structure has drawn attention because the agreement was not submitted for antitrust review, at a time when similar licensing-and-hiring arrangements by major tech companies have increasingly come under regulatory focus. At the same time, the tie-up could deepen Nvidia's reach into inference computing, an area where Groq specializes and where competition is broader compared with the training segment Nvidia dominates. The company is already moving to integrate Groq technology into a new AI computing platform unveiled at its annual conference this week, suggesting the partnership could expand its product capabilities. With regulators, including the Federal Trade Commission, signaling closer scrutiny of such deal structures, the Nvidia-Groq arrangement may remain under review as policymakers weigh its potential impact on competition in the rapidly evolving AI market.

格隆汇3月21日｜美军南方司令部20日发布消息说，美军19日在东太平洋对一艘所谓“贩毒船”发动打击。

A more measured approach to pricing this year — along with new menu items and an effort to ride the high-protein craze — could help demand, Mizuho analysts say.

NASA is revising its moon-landing plans, reducing Boeing’s role while elevating SpaceX’s Starship rocket to do the job of propelling astronauts to lunar orbit, according to sources. Caroline Hyde and Ed Ludlow discuss the news with Bloomberg's space reporter Loren Grush and Laurie Leshin, Arizona State University Professor of Space Futures and former director of NASA's Jet Propulsion Laboratory. They speak on "Bloomberg Tech." (Source: Bloomberg)

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The stocks featured in this article have all approached their 52-week highs. When these price levels hit, it typically signals strong business execution, positive market sentiment, or significant industry tailwinds. But not every company with momentum is a long-term winner, and plenty of investors have lost money betting on short-term fads. All that said, here is one stock we think lives up to the hype and two best left ignored. Two Stocks to Sell: Target (TGT) One-Month Return: -1.5% With a higher focus on style and aesthetics compared to other large general merchandise retailers, Target (NYSE:TGT) serves the suburban consumer who is looking for a wide range of products under one roof. Why Do We Pass on TGT? Weak same-store sales trends over the past two years suggest there may be few opportunities in its core markets to open new locations Commoditized inventory, bad unit economics, and high competition are reflected in its low gross margin of 28.1% Poor expense management has led to an operating margin of 5.1% that is below the industry average Target is trading at $114.94 per share, or 14.3x forward P/E. To fully understand why you should be careful with TGT, check out our full research report (it’s free). RenaissanceRe (RNR) One-Month Return: -2.5% Born in Bermuda after the devastating Hurricane Andrew created a crisis in the catastrophe insurance market, RenaissanceRe (NYSE:RNR) provides property, casualty, and specialty reinsurance and insurance solutions to customers worldwide, primarily through intermediaries. Why Do We Think Twice About RNR? Sales are projected to tank by 12.1% over the next 12 months as demand evaporates Day-to-day expenses have swelled relative to revenue over the last two years as its pre-tax profit margin fell by 2.8 percentage points Performance over the past two years shows its incremental sales were less profitable, as its 3.6% annual earnings per share growth trailed its revenue gains At $291.42 per share, RenaissanceRe trades at 1....

STORY: Amazon is planning a smartphone comeback more than a decade after one of the company's most high-profile flops. The Fire Phone was unveiled in 2014 and was overseen directly by founder Jeff Bezos. It was scrapped just over a year later. The latest effort, known internally as “Transformer,” is being developed within its devices and services unit, according to four people familiar with the matter. Amazon's effort to develop a new smartphone has not been previously reported, and Reuters could not determine details like the anticipated price, the revenue Amazon hopes to generate, or the financial commitment that's been made to the project. The phone is seen as a potential mobile personalization device that can sync with home voice assistant Alexa and connect to Amazon's services – or make ordering from partners like Grubhub easier than ever, according to the sources. They added that a key focus of the Transformer project has been integrating AI. The initiative is the newest chapter in a years-long effort to bring to market Bezos’ long-held vision of a ubiquitous voice-driven computing assistant, similar to the voice-controlled computer in the TV series “Star Trek.” Bezos had envisioned a smartphone that had shopping at its core and could take on Apple by offering shipping convenience and discounts through the Prime membership. Along the way, Amazon could gain a wealth of new data about users. The timeline for Amazon's Transformer project is unclear, and the sources cautioned it could be scrapped if the strategy shifts or due to financial concerns. An Amazon spokesperson declined to comment when contacted by Reuters.

Nu Holdings NU remains a credit-heavy lender on the surface, but one factor clearly separates it from traditional financial institutions: its efficiency ratio. This single metric is increasingly shaping the company’s investment narrative. In the fourth quarter of 2025, NU delivered 45% year over year revenue growth while expanding its customer base to 131 million, adding 17 million users in just one quarter. year over year. However, the real story lies in NU’s efficiency ratio, which has sharply declined from 78% in the fourth quarter of 2021 to just 20% recently. This indicates that NU is generating revenue at a fraction of the cost compared to traditional banks. When benchmarked against legacy institutions like JPMorgan Chase JPM and Bank of America BAC, the gap becomes evident. NU operates with a structurally superior cost model. Even when compared to fintech peers like SoFi Technologies (SOFI), NU stands out. While SoFi benefits from a diversified, fee-based ecosystem, NU’s advantage is rooted in operational efficiency. This allows NU to offer competitive pricing while still expanding margins. Despite being interest rate-sensitive, NU should not be viewed as a traditional bank. Its fintech-driven infrastructure enables scalability without proportional cost increases. This efficiency not only enhances profitability but also supports sustained growth. NU’s Price Performance, Valuation, Estimates The stock has declined 15% year to date compared with the industry’s 5% decline. Image Source: Zacks Investment Research From a valuation standpoint, NU trades at a forward price-to-earnings ratio of 15X, which is well above the industry’s 9.97X. It carries a Value Score of C. Image Source: Zacks Investment Research The Zacks Consensus Estimate for NU’s 2026 earnings has been on the rise over the past 60 days. NU stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. #1 Semiconductor Stock to Buy (Not...

LME期铜收跌217美元，报11930美元/吨，逼近2025年12月22日收盘位11925美元、9月24日收盘位9927.50美元，本周累计下跌6.65%，今天迄今，伦铜主要持稳于13000美元附近，1月29日曾涨至14527.50美元。 LME期铝收跌37美元，报3215美元/吨，本周累跌6.54%。 LME期锌收跌4美元，报3067美元/吨，本周累跌约6.95%。 LME期铅收涨9美元，报1896美元/吨，本周累跌约6.29%。 LME期镍收涨35美元，报17019美元/吨，本周累跌1.43%。 LME期锡收跌261美元，报43279美元/吨，本周累跌超8.03%。 LME期钴收平，报56290美元/吨。 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。

Meta Platforms, Inc. stock faces pressure from insider sales and strategic AI pivot amid analyst opt AD HOC NEWS

Key Points The technology specialist for data centers reported strong revenue and earnings growth last year. Vertiv is well-positioned thanks to accelerating AI infrastructure investments by hyperscalers. Its stock remains attractively valued relative to many growth stocks in the AI arena. 10 stocks we like better than Vertiv › It's been a challenge navigating the technology sector so far in 2026. While megacap artificial intelligence (AI) stocks were once considered near locks for market-beating gains, recent selling pressure has investors thinking twice. While hyperscalers in particular continue to face scrutiny, growth can still be found elsewhere. Take Vertiv Holdings (NYSE: VRT) as a prime example: Shares have skyrocketed 62% so far this year -- absolutely dominating the "Magnificent Seven," S&P 500, and Nasdaq-100. 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 » Let's dig into the catalysts fueling Vertiv right now and explore why the stock's rally could be just getting started. Vertiv had a monster 2025, and... Vertiv specializes in power and cooling solutions for data centers. Over the last few years, the company's revenue has supercharged thanks to rising investment in AI infrastructure. Even better, however, is Vertiv's profitability. Per the trends below, the company has been able to command strong unit economics across its thriving data center empire -- expanding earnings growth in tandem with soaring revenue. The subtle theme from the figures above is that Vertiv's revenue and earnings-per-share (EPS) growth are getting steeper. In other words, the company's financial profile is accelerating. But don't just take my word for it. Consider that during the company's fourth-quarter earnings report, management guided for 2026 revenue between $13.3 and $13.7 billion, EPS in the range of $5.9...