卡塔尔油气设施遭袭，全球氦气供应或将面临中断？第一财经记者实探广东中山一家大型氦气供应商了解到，受中东局势扰动影响，企业近期订单量已增长约40%，价格较上月上涨约20%。不过，由于今年提前与俄罗斯签下长期协议大单，眼下气源仍有保障。该公司负责人表示，3月尚未出现实质性短缺，真正的供货压力，可能要到4月才会逐步显现，半导体、面板、MRI等下游制造业将受到影响。更现场、更财经，一探究竟。 卡塔尔油气设施遭袭，全球氦气供应或将面临中断？第一财经记者实探广东中山一家大型氦气供应商了解到，受中东局势扰动影响，企业近期订单量已增长约40%，价格较上月上涨约20%。不过，由于今年提前与俄罗斯签下长期协议大单，眼下气源仍有保障。该公司负责人表示，3月尚未出现实质性短缺，真正的供货压力，可能要到4月才会逐步显现，半导体、面板、MRI等下游制造业将受到影响。更现场、更财经，一探究竟。

格隆汇3月20日丨美国总统特朗普：没有美国，北约就是一只纸老虎。北约当初不愿参与阻止伊朗发展核武器的战争。如今这场战争已经取得军事胜利，对他们来说几乎没有任何危险，他们却抱怨被迫承担高油价，也不愿协助打通霍尔木兹海峡。对北约来说，这(参与行动)简直太容易了，而且风险极小。他们是懦夫，我们会永远铭记这一点！

Planet Labs reported fourth-quarter fiscal 2026 adjusted Ebitda of $2.3 million from sales of $86.8 million, beating expectations.

hapabapa Rubrik ( RBRK ) was in focus on Friday as investment firm BTIG started coverage on the cybersecurity firm with a Buy rating and $64 price target. “In our view, several durable tailwinds should support elevated revenue growth over the next few years,” analyst Gray Powell wrote in a note to clients. Powell continued: “To start, ransomware and wiper attack volumes have risen sharply in recent years, and we expect that trend to continue as threat actors increasingly leverage AI. As a result, backup and data protection are becoming a more critical part of enterprise security architecture.” Powell also noted that Rubrik was “frequently described” by industry contacts “as the most aggressive and innovative vendor in the space, which we believe is reflected in the company’s meaningful share gains over the past three years.” Additionally, Powell believes artificial intelligence should be a tailwind for the company, not a headwind. More on Rubrik AI Isn't An Extinction Event For Cybersecurity - Rubrik's Earnings Prove It Rubrik: Cybersecurity Growth Story Facing A Narrative Problem Rubrik Outstanding Execution And Still Underappreciated Rubrik, Rackspace launch UK sovereign cyber recovery cloud Rubrik outlines 25%-26% subscription ARR growth target for fiscal 2027 as identity and AI platforms expand

Source: Bloomberg, 0:00

Olemedia/E+ via Getty Images Ghana's parliament has ratified Atlantic Lithium’s ( ALLIF ) mining lease for the flagship Ewoyaa lithium mine and processing plant on terms more favorable than those sought under a previous government, MiningWeekly.com reported Friday. Atlantic Lithium ( ALLIF ) said the Ewoyaa mining lease is the first to be granted and ratified for the mining of lithium in Ghana. Under the lease terms, which encompass a new royalty framework for lithium and gold, Atlantic Lithium ( ALLIF ) said it has the exclusive rights to carry out mining and commercial production activities over the mining lease area for an initial 15-year period, renewable in accordance with Ghanaian legislation. Atlantic Lithium ( ALLIF ) said it will pay royalties on a scale linked to the spodumene spot prices, ranging from 5% when the price for concentrate is below $1,500/ton to 12% if the price tops $3,200/ton, a structure that replaces a flat 10% rate Ghana had sought when the company first applied for a permit more than two years ago. The Ewoyaa mine will be Africa’s only U.S.-bound lithium project, with all others backed by Chinese funding, and is expected to produce 3.6M tons of spodumene concentrate over 12 years, making it Africa's third-largest lithium project under development, according to the company. More on Atlantic Lithium Financial information for Atlantic Lithium

Over ten years after shelving the Fire Phone, Amazon is reportedly planning to launch another smartphone, this time focused on Alexa. According to Reuters, the phone, which is code-named “Transformer,” will center around Amazon’s AI assistant, but Alexa won’t “necessarily be the primary operating system of the phone.” “Transformer” is currently in development in Amazon’s ZeroOne group, led by J Allard, who previously worked on the Zune and Xbox at Microsoft. Allard’s team has reportedly explored both smartphone and “dumbphone” designs, taking inspiration from the $700 minimalist Light Phone, which features a black-and-white display and lacks an app store. App availability was a major challenge for the original Fire Phone, and something Amazon may try to avoid entirely this time around. According to people familiar with the new phone, “integrating artificial intelligence capabilities into the device” has been a central focus, which could mean “Transformer” may rely on mini apps like those available in ChatGPT, rather than a fully-fledged app store. There is no timeline yet for when Amazon will release “Transformer,” if ever, or how much it could cost. The original Fire Phone launched at $199, but it failed to catch on and Amazon scrapped it a year after its release. Amazon has been pushing to keep up with its rivals in AI over recent years, which may be driving it to reignite its smartphone ambitions. However, it may still face an uphill battle winning over users on its revamped version of Alexa — users posted complaints online after getting automatically upgraded to the LLM-powered Alexa Plus earlier this year, saying it was “flooded with ads” and took longer to respond to queries.

Jeff Spicer/Getty Images Entertainment David Ellison came out the winner in the Game of Streaming Thrones with Netflix ( NFLX ) - Paramount Skydance ( PSKY ) now gets to combine HBO with P+. Ellison took the entire portfolio of Warner Bros. Discovery ( WBD ), including the legacy cable assets, which is an interesting move in that at this time he has indicated he will not divest the struggling collection of businesses. In this article, I will give some thoughts on the deal. I believe PSKY is a very interesting stock for the long term, but since I last wrote about the company, stating that the pursuit of WBD made me consider Ellison in a new light, one that was very Bob-Iger-like (that probably is hyperbole, but what I mean is, he's serious about the Hollywood IP game), I believe the risk has gone up and become very speculative, mostly because of the submitted capital structure according to the recent presentation and conference on the transaction. It will take a while to close this deal, so I also want to consider the recent fourth-quarter earnings report from February 25, 2026, as well as the conference-call insights. PSKY Minus WBD What should we make of PSKY without the acquisition of the Warner assets? Basically, it's a media company run by a tech scion who is having fun in Hollywood living out his dream of being a mogul. But multiple expansion and positive sentiment can come out of that, right? Sure, depending on how he communicates strategy and what the numbers say. So, let's briefly point out a few Q4 stats. The company missed on the top and the bottom lines: EPS was off by eleven pennies at a loss of $0.12, while the top line was off by a small amount ($20 million) at $8.15 billion, so no big deal there. Cash from operations was roughly $650 million in 2025 versus $750 million in 2024; please note if you read through the report at the investor site, the company divides performance before and after the acquisition and has restated some numbers for streaming be...

Micron Technology, Inc. MU and Lam Research Corporation LRCX are key players in the artificial intelligence (AI) semiconductor ecosystem, benefiting from surging demand for data center and AI-driven computing. Micron Technology provides the advanced memory chips that store and move the massive amounts of data required for AI, while Lam Research supplies the advanced machines used to build chips, especially for newer technologies that power AI and high-performance computing. Though the two companies are well-positioned to benefit from the surging demand for AI and high-performance computing, their financial performance, growth strategies and valuations offer different risk-reward profiles for investors considering semiconductor exposure. Let’s see which stock is a better investment option right now. The Case for Micron Technology Stock Micron Technology sits at the heart of several transformative tech trends. Its exposure to AI, high-performance data centers, autonomous vehicles and industrial IoT uniquely positions the company for sustainable long-term growth. As AI adoption accelerates, the demand for advanced memory solutions like DRAM and NAND is soaring. Micron Technology’s investments in next-generation DRAM and 3D NAND ensure it remains competitive in delivering the performance needed for modern computing. The company’s diversification strategy is also yielding positive results. Micron Technology has created a more stable revenue base by shifting its focus away from the more volatile consumer electronics market and toward resilient verticals, such as automotive and enterprise IT. This balance enhances its ability to weather cyclical downturns, a critical trait in the semiconductor space. In the second quarter of fiscal 2026, Micron Technology’s revenues jumped 196% year over year to $23.86 billion, while non-GAAP earnings per share (EPS) rose 682% to $12.20. The top and bottom lines surpassed the Zacks Consensus Estimate by 21.67% and 38.57%, respectively. Mic...

MU vs. LRCX: Which Semiconductor Stock Is the Better Bet Now? TradingView

格隆汇3月20日｜紫金矿业(601899.SH)公告称，公司拟使用自有资金以集中竞价方式回购A股股份，回购金额不低于15亿元且不超过25亿元，回购价格不超过41.5元/股。本次回购股份将用于实施员工持股计划或股权激励，回购期限为董事会审议通过之日起12个月内。按回购价格上限测算，预计回购股份数量为3,614.45万股至6,024.09万股，占公司总股本的0.14%至0.23%。

当地时间3月20日，伊朗情报部发布公告称，情报部门在加兹温省和西阿塞拜疆省开展的行动中，逮捕45名涉嫌“叛国”的人员以及被指认为美国和以色列从事间谍活动的人员。公告称，其中部分人员被指向以色列泄露伊朗军事基地及安全部队集结地点的坐标信息，另有人员被指企图在西阿塞拜疆省实施武装袭击。(央视新闻)

narvo vexar/iStock via Getty Images Introduction Shares of Two Harbors Investment Corp. ( TWO ) surged on a proposed $10.70/share unsolicited takeover offer . While TWO was already in the process of being acquired by UWM Holdings Corporation ( UWMC ), the all-share nature of the proposed UWMC takeover, coupled with recent weakness in UWMC share price, had resulted in TWO shares trading well below the $11.94/share value originally envisaged in the UWMC offer (which naturally would vary with UWMC stock). While the new $10.70/share offer is still somewhat below TWO's book value, I see the potential for an incremental improvement (either a higher cash offer or a new UWMC offer) as limited, likely in the low single digits. As such, my rating on TWO remains a Hold, driven by: A challenging backdrop for mREITs amid delayed Fed rate cuts in 2026, likely indicating lower TWO standalone value in the near term. A current share price around the $10.70/share proposed takeover offer, reflecting investor confidence that the cash offer will be executed or only marginally improved. The risk of both the new cash offer and the previous UWMC offer being rejected, in which case TWO stock likely suffers a small pullback. New Takeover Details The new $10.70/share takeover offer is all cash, unlike the UWMC deal, making it more appealing amid the current market volatility. TWO further discloses that the offer provides for the payment of a $25.4 million termination fee should the other UWMC deal note close. If we divide this amount by the 104.8 million in TWO shares outstanding , we see that this termination payment would increase the amount a potential buyer of TWO would have to pay by $0.24/share to approximately $10.94/share, of which only $10.70/share is naturally due to TWO shareholders. As such, the new takeover deal is worth only 8.4% less than the original $11.94/share transaction value envisaged in the UWMC takeover. TWO further elaborates that: The Committee has not made a determi...

Qualcomm Just Got a Street-Low Price Target—What’s Spooking Analysts? MarketBeat

格隆汇3月20日丨美股市场中概股普跌，纳斯达克中国金龙指数跌超1%。其中，金山云跌8%，小鹏汽车、禾赛科技跌超5%，万国数据跌超4%，小马智行、世纪互联、蔚来跌超3%，向上融科、虎牙跌超2%。

紫金矿业（HK2899）公告，2025年营业收入3490.79亿元，同比增长14.96%。净利润517.77亿元，同比增长61.55%。拟向全体股东每10股派发现金红利3.8元(含税)。公司拟使用自有资金以集中竞价方式回购A股股份，回购金额不低于15亿元且不超过25亿元，回购价格不超过41.5元/股。本次回购股份将用于实施员工持股计划或股权激励，回购期限为董事会审议通过之日起12个月内。按回购价格上限测算，预计回购股份数量为3,614.45万股至6,024.09万股，占公司总股本的0.14%至0.23%。

财联社3月20日讯（编辑 冯轶） 今日港股三大指数低开低走，午后加速下探。截至收盘，恒生科技指数收跌2.48%。恒生指数、国企指数分别下跌0.88%及1.4%。 【科网股再度承压 恒指连续放量加速回落】 盘面上，今日大型科网股明显承压，小米大跌近9%，阿里巴巴绩后跌超6%，京东、百度、腾讯、美团均有下挫。 其他方向上，AI主线出现回调，软件、芯片股跟跌。此外，军工、影视、机械、海运、地产、餐饮等行业齐跌。 上涨的板块中，光伏等新能源赛道逆市走强，锂电、储能概念热度回暖。中东局势变化继续带动油气股整体上行。 整体上看，恒指在触及26000点压力位后随即剧烈回调。 今日恒指全天成交3425.18亿港元，资金面连续放量，场内资金出逃意愿明显。 沽空方面，今日总沽空金额为441.01亿港元，相当于恒指成交额的12.88%。 小米集团-W、阿里巴巴-W、腾讯控股沽空金额位居前三，分别为42.49亿港元、37.2亿港元、19.15亿港元。 【热门板块跌多涨少 冲突持续市场或重启衰退交易】 行情层面，今日各大热门板块跌多涨少。经过连续上涨后，AI主线短线回调，而能源股再度走强，存量资金博弈愈发倾向以避险为主。 短线而言，市场对能源价格高企引发衰退的预期持续升温。 据媒体对经济学家进行的一项调查显示，在中东战事步入第三周之际，未来12个月美国经济陷入衰退的概率最新为32%，略高于1月份预测的27%。沙特有关方面预测，如果冲突持续至4月底，国际油价可能超过每桶180美元。 需要指出的是，此前中东冲突升级过程中，全球股市投资者大多保持冷静。但有迹象表明这种信心正开始减弱。 据高盛交易部门称，那些此前预计伊朗战争会迅速结束的客户，已经开始产生怀疑。 行情层面，美股标普500指数已跌破200日均线，并触及四个月低点。欧洲斯托克600指数周四跌2.4%，也创下三个月新低。 【A股短线失守4000点关口 机构聚焦避险主线】 此外，今日沪指震荡调整失守半年线，跌破4000点整数关口。沪深两市成交额2.29万亿，较上一个交易日放量1759亿。盘面上，全市场连续两日超4700只个股下跌，空头已逐渐主导短线走势。 展望后市，银河证券认为，美伊冲突主要通过通胀预期和避险两条线重塑了港股的行业格局。 首先，能源业成为外资和内资的唯一共识。而从避险主线来看，主要体现在资金调仓从周期股转向防御股。 该机构指出...

Key Highlights Amazon (AMZN) stock declines amid development of AI-enhanced Transformer smartphone Device designed to strengthen user connection with Alexa platform through artificial intelligence Company evaluating both traditional smartphone and simplified minimalist phone options Transformer concept emphasizes frictionless connectivity with Amazon ecosystem Amazon banking on AI advancement to gain foothold in competitive mobile landscape Amazon (AMZN) stock finished trading at $208.76, declining 0.53%, while the e-commerce giant advances development of its innovative smartphone venture dubbed “Transformer.” The project focuses on strengthening customer ties with Amazon’s Alexa ecosystem through advanced AI capabilities. This marks Amazon’s renewed effort to crack the smartphone sector following its unsuccessful Fire Phone launch. Amazon.com, Inc., AMZN The Transformer concept envisions a highly customized mobile device that maintains persistent connections between consumers and Amazon’s vast service network. The phone may execute functions independently without traditional application frameworks, deepening Alexa integration. Amazon’s approach centers on establishing the device as a primary gateway for shopping, entertainment streaming, and additional platform offerings. The retail giant is simultaneously evaluating multiple device formats, ranging from conventional smartphones to stripped-down “dumbphone” alternatives. The minimalist version would prioritize digital wellness by limiting screen exposure while preserving essential Amazon functionality. Development inspiration comes from bare-bones devices such as the Light Phone, targeting consumers seeking secondary handset options. Artificial Intelligence Powers Core Functionality Amazon intends to harness cutting-edge artificial intelligence technology to elevate the Transformer’s capabilities and overall user satisfaction. While Alexa will feature prominently, it may not serve as the primary operating framework...

Got $1,000 to Invest? This Is the AI Stock I'd Buy if I Could Only Pick One The Motley Fool

格隆汇3月20日丨焦煤主力合约日内大涨6.00%，现报1232.00元/吨。焦炭主力合约日内涨幅扩大至4%，现报1796元/吨。

MU offers memory and storage solutions for AI networks, mobile, and embedded systems used by corporate and individual customers globally. The company’s second-quarter fiscal 2026 report showed $23.9 billion in revenue (a 196% year-over-year gain), non-GAAP per-share earnings of $12.20 (up 682%), and fiscal third-quarter EPS guidance of $19.15. No wonder MU shares are up 56% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock. Micron Absorbing Inflows Institutional volumes reveal plenty. In the last year, MU has enjoyed strong investor demand, which we believe to be institutional support. Each green bar signals unusually large volumes in MU shares. They reflect our proprietary inflow signal, pushing the stock higher: Line and bar chart showing Micron Technology, Inc. (MU) stock price and cash flow from March 19, 2025, to March 19, 2026, including inflows and outflows. Source: www.moneyflows.com Plenty of technology names are under accumulation right now. But there’s a powerful fundamental story happening with Micron. Micron Fundamental Analysis Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, MU has had strong sales and earnings growth: 3-year sales growth rate (+20.3%) 3-year EPS growth rate (+409.2%) Source: FactSet Also, EPS is estimated to ramp higher this year by +65.7%. Now it makes sense why the stock has been generating Big Money interest. MU has a track record of strong financial performance. Marrying great fundamentals with MoneyFlows software has found some big winning stocks over the long term. Micron has been a top-rated stock at MoneyFlows for years. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis. It’s had 13 Big Money outlier inflow signals in the last year and is up 268% since the first one of those in July 2025. ...

Institutions Keep Pushing Micron Shares Higher Yahoo Finance Singapore

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The US is considering an operation to occupy Iran’s Kharg Island, Axios reports, adding that no decision has been made. Tyler Kendall reports from the White House as the war enters its third week. (Source: Bloomberg)

Xpeng Inc (NYSE:XPEV)’s US-listed shares fell nearly 5% in early trading on Friday, as a weaker near-term outlook overshadowed the company’s first-ever quarterly profit. The Chinese electric vehicle maker reported a fourth-quarter net profit of RMB0.38 billion ($54.8 million), compared with a...

表面上人们在“养龙虾”，水面之下，一场硬战正围绕底层AI Infra打响。 “龙虾（OpenClaw）”正在成为当下最火的现象级关键词。短短一个多月内，微信指数从1月29日的0飙升至3月10日的1.656亿，热度几乎呈爆发式增长。截至3月20日，OpenClaw在GitHub上已收获32.5万颗星，登顶平台第一。与此同时，奇安信报告显示，全球每日新增部署实例从5000跃升至9万，增长高达18倍；其中，美国和中国成为最主要的两大阵地，合计占比超过65%。 从技术圈到大众生活，“养龙虾”正迅速出圈——上至七旬老人，下至孩童，都在加入这场全民热潮。 数据来源：奇安信报告 各大厂纷纷“下水斗法”，推出各种Claw，甚至不止一个。云端部署、本地部署、在线托管…...各种版本层出不穷。政务单位、科研院所也随即推出自家Claw——深圳福田区政务Claw、北京移动运维Claw、清华大学教学Claw，应用类型极广。 各大企业也迅速将自家明星技能封装为skills，接入开放生态，例如百度搜索skill、宇树科技人形机器人行走Skill、麦当劳点餐skill......截止3月中旬，GitHub上已有超过2.5万个skills；在OpenClaw官方技能平台ClawHub上，skills数量也接近2.8万个，其中不乏中国企业的贡献，如百度搜索在“搜索引擎类skill”中下载量已位居全球第一。 然而，在这样的火热之下，却隐藏着看不见的硝烟。OpenClaw爆红背后，一场硬战正围绕底层AI Infra打响。 一只“龙虾”，搅动全球Agent生态 伴随OpenClaw进入千行百业，更多人意识到，OpenClaw不止是一款走红的产品，或许是一个时代的拐点，将对Agent的落地产生全方位影响。 其实，在过去两三年间，Agent落地并不太顺利，企业接受它的框架和逻辑需要一个过程。但OpenClaw的出现，提供了一个开源、不限制模型、不限制渠道、全面开放skills（技能）的Agent模式，让所有行业迅速达成共识。 人们已经通过OpenClaw解决复杂甚至无人问津的长尾问题。“未来软件可能变得很碎片化，但解决问题的软件方案却变得高度统一，就是通过OpenClaw框架把skills整合起来。”百度集团执行副总裁、百度智能云事业群总裁沈抖观察说，“谁懂业务、谁能把解决问题的方案变成skills，谁就能在整...

watch now VIDEO 6:43 06:43 Fed Governor Chris Waller on interest rate outlook: Caution is warranted Squawk Box Federal Reserve Governor Christopher Waller on Friday expressed caution about current economic conditions but still sees the opportunity for interest rate cuts later this year. Previously an advocate for rate cuts, Waller said in a CNBC interview that recent developments in the labor market as well as the uncertainty of the war with Iran require a more conservative approach. "It doesn't mean that I'm going to stay put for the rest of the year," Waller said on " Squawk Box ." "I just want to wait and see where this goes, and if things go reasonably well and the labor market continues to be weak, I would start advocating again for cutting the policy rate later this year." Markets have almost completely doused the chance of rate reductions through the balance of 2026 and well into 2027. That's a switch from expectations prior to the war, when traders had been looking for two or three cuts this year. But soaring oil prices and an indeterminate time frame over how long the war will last have changed market expectations and caused a rethinking from Waller and other policymakers. Waller had dissented in January from a Federal Open Market Committee decision not to cut, but went along with the majority earlier this week for another pause. watch now VIDEO 3:34 03:34 How the Iran war, tariffs and inflation are impacting the Fed Economy His earlier dovish position was motivated by a clearly weakening labor market , which produced nearly no net job growth in 2025. However, he noted Friday that the labor force also is not expanding, so "net zero" growth is still leaving the unemployment rate unchanged, even with a 92,000 drop in nonfarm payrolls in February. "If we get another 90,000 jobs decline in the next jobs report, that'll be like four negative reports out of five. To me, that's not zero. So at that point, you need to start thinking about this labor market isn't go...

Cabinet ministers have been studying a blueprint for Labour to radically overhaul its economic offer and messaging, including devolving tax powers, abolishing national insurance and major property tax reforms. Passed around dozens of MPs, the paper argues that without a major rethink, the failure to tackle the discontent on the cost of living will hand the next election to a hard-right government. There is also increasing concern that the war with Iran – pushing up prices of fuel, energy, food and mortgages – will fuel further mass public anger. The report, which has the draft title of the Beveridge Report for the Economy, will say the current British economy rewards grifters and exploitation rather than hard work and that the current voter anger is fuelled by the belief that hard work and “doing the right thing” leaves many feeling shafted. Several potential Labour leadership candidates are understood to have requested to see the report, which was prepared as part of a partnership of the Labour Growth Group of MPs once considered loyal to Keir Starmer and the thinktank the Good Growth Foundation. Many MPs said they have been frustrated with the current communications strategy to brand both Reform and the Greens as extremists or simply impractical. “The problem with the answers coming from the populists isn’t that they’re ‘not sensible’, it’s that they’re not radical enough,” one Labour source said. “Price controls and handouts actually accept the premise that things can’t be fundamentally changed. The truly radical thing is taking on why the system is broken in the first place. Why can’t we build homes? Why is energy so expensive? Why do many workers pay a higher marginal tax rate than a landlord? “Voters aren’t turning to Reform and the Greens because they’re becoming ‘extreme’. They’re, fairly, concluding that the mainstream offer is managed decline and they’d rather roll the dice. The answer is to put forward something genuinely bolder that really changes things...