Quick Read Broadcom (AVGO) shipped the world’s first quantum-safe network encryption solution embedded at the silicon level, positioning itself as first-mover in a compliance-driven enterprise upgrade cycle as regulators mandate post-quantum cryptography standards. The company reported Q1 FY2026 AI semiconductor revenue of $8.4B, up 106% year-over-year, with Q2 guidance at $10.7B, and Infrastructure Software revenue of $6.796B, creating a natural upsell opportunity through its VMware-powered enterprise relationships. Broadcom’s quantum-safe networking launch capitalizes on accelerating enterprise security spending tied to AI infrastructure buildout, while regulatory mandates for post-quantum cryptography create a compliance-driven refresh cycle that favors early entrants with hardware-level solutions. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Broadcom (NASDAQ:AVGO) quietly crossed a significant threshold this week, shipping what it describes as the world's first quantum-safe network encryption solution for enterprise infrastructure. For long-term AVGO shareholders, the timing and context of this launch deserve attention beyond the headline. What Is Quantum-Safe Encryption and Why Does It Matter Now Post-quantum cryptography (PQC) addresses a specific and growing threat: the "harvest now, decrypt later" attack strategy, where adversaries collect encrypted data today with the intent to decrypt it once quantum computers become powerful enough to break current encryption standards. For enterprises running sensitive workloads across cloud and private infrastructure, this is not a theoretical risk. It is an active data security concern that regulators and security teams are already responding to. Broadcom's milestone positions it as the first vendor to deliver PQC at the network silicon level, embedding quantum-safe encryption directly into networking hardware rather t...

中共中央政治局委員、外交部長王毅，跟英國外交大臣顧綺慧通電話，就中東局勢交換意見。 王毅表示，中東衝突不僅衝擊地區和平穩定，更直接影響國際能源、金融，貿易及航運，損害各國共同利益。 中方敦促各方立即停止軍事行動，通過平等對話解決分歧。又指中、英作為，聯合國安理會常任理事國，負有維護國際和平職責，應加強溝通，防止國際秩序繼續受破壞。 顧綺慧表示，英方希望同中方密切溝通，推動戰事盡快結束，重啟外交談判，尋求長期解決方案。 兩人還就中、英關係交換意見，一致認為應該加強交往，持續推進兩國長期穩定的，全面戰略夥伴關係。

格隆汇3月20日｜以色列总理内塔尼亚胡：以色列比以往任何时候都更强大，伊朗比以往任何时候都更弱。

格隆汇3月20日｜以色列总理内塔尼亚胡：美国和以色列摧毁了伊朗在里海的舰队。

北京时间3月20日凌晨，美股周四尾盘走低。油价维持高位，通胀担忧重新升温令主要股指承压。美联储维持利率不变后，市场继续关注石油冲击的不确定性。美上周初请失业金人数意外下降。 道指跌422.34点，跌幅为0.91%，报45802.81点；纳指跌191.76点，跌幅为0.87%，报21960.66点；标普500指数跌50.09点，跌幅为0.76%，报6574.61点。 国际基准布伦特原油期货飙升5%，至每桶113美元。西德克萨斯中质原油期货收报每桶96.14美元。 国际油价飙升之前，伊朗袭击了卡塔尔一个关键液化天然气出口设施，以色列也袭击了伊朗的南帕尔斯气田。随后，伊朗袭击卡塔尔的能源设施进行了报复。 美国总统特朗普警告称，如果卡塔尔更多设施遭到袭击，美国将“大规模炸毁整个南帕尔斯气田”。 Vital Knowledge的亚当·克里萨富利表示：“整个局势的核心困境依旧：美国和以色列在传统意义上‘赢得’了战争，但在不部署地面部队的情况下，似乎没有军事解决方案可以重新开放霍尔木兹海峡。这意味着，没有某种外交解决方案（目前看来并没有付出多少努力去达成），这条水道不太可能恢复正常。”。 与此同时， 美光 科技股价在盘前交易中承压，下跌6%。花旗分析师特别将这一走势归因于“部分获利回吐”，因为内存供应短缺帮助这家半导体公司最近一个季度的营收增长了近两倍。 华尔街刚刚经历了一个惨淡的交易时段。周三，由30只股票组成的 道琼斯 指数下挫约768点，跌幅1.6%，创下今年收盘新低。该基准指数还触及了2026年盘中低点，甚至收于200日移动均线下方，这一技术位表明该指数的长期趋势目前为负面。 标准普尔500指数下跌1.4%， 纳斯达克 综合指数下跌1.5%。 此次抛售发生之前，美国生产者价格指数意外走高，以及美联储通胀预期上升，加剧了市场担忧：对伊朗的战争可能意味着美国经济将走向滞胀——即低增长与 高通 胀并存的时期。 美联储昨日将政策利率维持在3.5%-3.75%不变，并仍预计在2026年降息一次。美国主席鲍威尔表示，伊朗局势引发的能源价格飙升可能是暂时的，但对经济增 长和 通胀而言仍高度不确定。 尽管美联储暗示今年仍会降息一次。根据CME FedWatch工具的数据，市场最新预计美联储在2026年维持利率不变的可能性为52%。 美联储会议后， 摩根士丹利 将该机构下一次降息的预测时间...

Was it only at the new year that the fanfare was heard for the FTSE 100 index breaking through 10,000 for the first time? It was – on 2 January – and the index then added another 900 points by the end of February. On Thursday, the Footsie briefly fell below that round number as Iran struck Qatar’s enormous Ras Laffan complex, which normally supplies a fifth of the world’s liquefied natural gas, before closing at 10,063, down 2.3% on the day. There are two ways to view that price action. One is to say the sharp reversal from the peak represents a necessarily severe reaction to the war on Iran. Another is to conclude that a flat year-to-date return, after a bountiful 20% gain in 2025, suggests stock markets have barely begun to take seriously the inflationary impact if the war lasts many more weeks, or even months, and keeps oil above $100 a barrel. “Markets are very resilient and complacent, ​and we are a bit surprised about that,” said Nicolai Tangen, the head of Norway’s $2tn (£1.5tn) sovereign wealth fund, earlier this week. Well, quite. The resilience of companies themselves, as he suggested, is perhaps one explanation. Firms can cut costs and try to pass on increases in input prices. Recent shocks, such as the Covid pandemic and Russia’s invasion of Ukraine, may have forced them to inject greater flexibility into their supply chains. It is still far too early to hear profit warnings. In the case of the Footsie, a size-weighted index, there are also a few big constituents that obviously benefit from higher oil and gas prices: Shell and BP are up 24% and 31% respectively since the new year. Another explanation is that investors may be right – despite the strike on Ras Laffan – to keep the faith and believe that energy prices will calm down soon. That seems to be the consensus opinion. Bank of America’s closely watched regular poll of fund managers this week found that only 11% expect a barrel of Brent to be over $90 by the end of the year, and the average forecast...

Getty Images By Elior Manier Yesterday's FOMC meeting marked the beginning of a rough session for traders around the globe. Global stock indexes took large hits, correcting down 3% in Japan, London, and Europe and gapping down starkly in this morning's open. Dow Jones Index 4H chart – Source: TradingView As you can see on the index chart for the Dow Jones Industrial Index, heavy selling pressure from a massive hawkish repricing has applied large pressure on US equities and others around the world. Yesterday's conference from Jerome Powell did not help to contain the initial scare of higher rates for longer – as a matter of fact, his wordings around the current 3.50%-3.75% were estimated to be located "at the plausible range of neutral [rates]", implying that further movement in the Fed policy would only be contingent on a weakening economy or labor market. And we haven't seen any sign of this for now – quite the contrary: jobless claims came at 205K, the lowest since January (and they were at two-year lows at that time) Jobless Claims since March 2023 – Source: Trading Economics This also combines with a flurry of central bank decisions (including the ECB, Bank of England, Bank of Japan and the Swiss National Bank), which haven't communicated any type of dovishness. When assuming that crude oil prices are now 40% higher than they were the last trading day of February and close to 90% higher since their January lows, it is difficult not to reprice some heavy form of inflation spike. Everybody feels it at the pump; it hasn't been fun. Market Reactions Crude oil spikes higher but eases since, Brent-WTI spread widens even more Brent to WTI Spread – Source: TradingView European and Asian markets are getting even more concerned by the latest escalation in energy infrastructure attacks across the Middle East, as these regions remain heavily affected by supply disruptions in the Strait of Hormuz. A detailed crude oil analysis will be coming at the top of the hour. US Treasu...

格隆汇3月20日｜以色列总理内塔尼亚胡：现在说伊朗人民是否会利用这种情况走上街头还为时尚早。这完全取决于他们自己。

格隆汇3月20日｜以色列总理内塔尼亚胡：谁来接替那些被消灭的人并不重要。

总台记者当地时间19日自以色列方面获悉，以色列国防军总参谋长扎米尔在一次内部讨论中表示，以色列对伊朗的军事行动“甚至还没进行到一半”。同时以色列高级军事官员也暗示，目前还没有结束这场战争的时间表。（央视新闻）

Entering 2026, silver looked unstoppable. It reached record highs in the early part of the year, but lately it's been a far different story. Investors have been piling into other assets, potentially looking to benefit from rising oil prices instead. As a result, the price of silver has been falling, and on Wednesday it fell below $70 per ounce, to levels it hasn't been at since late last year. The iShares Silver Trust (SLV 5.60%), which tracks the price of silver, has also been falling. It's trading around $64, down around 42% from its 52-week high of $109.83. Is now a good time to invest in silver, or could there be more pain to come for investors? Has the bubble burst for silver? The problem with silver is that these days, it's been trading more like a meme than a safe-haven investment. And that's why its price can go on such wild swings. While it's normally a much more stable investment, speculation has been playing a much larger role in its valuation of late, making it much riskier to invest in the iShares Silver Trust than usual. And these days, with oil prices spiking, investors and speculators appear to have moved on from silver stocks to the next hot theme: oil and gas. For example, the Energy Select Sector SPDR ETF has soared by 33% this year, while the S&P 500 has declined by around 4%. It does appear as though the bubble may be bursting for silver, and investors are pivoting to other opportunities. Expand NYSEMKT : SLV iShares Silver Trust Today's Change ( -5.60 %) $ -3.85 Current Price $ 64.85 Key Data Points Day's Range $ 60.86 - $ 65.13 52wk Range $ 26.57 - $ 109.83 Volume 6.3M Avg Vol 108M Should you invest in the iShares Silver Trust today? Although the iShares Silver Trust has been in a bit of a free fall of late, it has still more than doubled in value over the past year. While it may bounce back, there's also plenty of room for it to fall back down if there isn't a resurgence in the excitement around silver. Even if you're a risk-averse investor w...

Eli Lilly (LLY +0.08%) and Vertex Pharmaceuticals (VRTX +0.86%) have several things in common. Both are among the more prominent drugmakers in the world, and both have delivered market-beating returns over the past decade, although the larger Eli Lilly has performed much better on that front. Investors choosing between these two stocks can hardly go wrong, but which will be the better performer over the next five to 10 years? Let's try to answer that question. The case for Eli Lilly Eli Lilly currently leads the rapidly growing weight-loss market. The company's tirzepatide, sold under the brand name Zepbound, is now the world's best-selling drug. Over the next two years, the pharmaceutical leader should add several weight loss products to its lineup. The company is gearing up to launch orforglipron, an oral GLP-1, which could earn the green light in the second quarter. The healthcare giant also posted strong phase 3 results for retatrutide, another promising weight-loss candidate, in December. Expand NYSE : LLY Eli Lilly Today's Change ( 0.08 %) $ 0.76 Current Price $ 918.81 Key Data Points Market Cap $867B Day's Range $ 911.00 - $ 924.53 52wk Range $ 623.78 - $ 1133.95 Volume 96K Avg Vol 3.1M Gross Margin 83.04 % Dividend Yield 0.68 % Meanwhile, Eli Lilly's newer approvals in other fields should also make headway, including Kisunla for Alzheimer's disease and Ebglyss for eczema. They won't be the company's main growth drivers, but they will help somewhat diversify its lineup. Lastly, Eli Lilly is looking to boost its already strong innovative engine by investing in artificial intelligence (AI). The company's lineup should drive top-line growth for the foreseeable future, while its AI initiatives help strengthen its moat. The case for Vertex Pharmaceuticals Vertex Pharmaceuticals generates strong sales and profits thanks to its medicines that treat the underlying causes of cystic fibrosis (CF), the only such drugs on the market. While this business remains strong, t...

Key Points The price of silver hit a record high earlier this year. The metal has been trading like a speculative meme investment over the past year, and it may remain volatile. Investors appear to be focusing more on oil and gas stocks these days. 10 stocks we like better than iShares Silver Trust › Entering 2026, silver looked unstoppable. It reached record highs in the early part of the year, but lately it's been a far different story. Investors have been piling into other assets, potentially looking to benefit from rising oil prices instead. As a result, the price of silver has been falling, and on Wednesday it fell below $70 per ounce, to levels it hasn't been at since late last year. The iShares Silver Trust (NYSEMKT: SLV), which tracks the price of silver, has also been falling. It's trading around $64, down around 42% from its 52-week high of $109.83. 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 » Is now a good time to invest in silver, or could there be more pain to come for investors? Has the bubble burst for silver? The problem with silver is that these days, it's been trading more like a meme than a safe-haven investment. And that's why its price can go on such wild swings. While it's normally a much more stable investment, speculation has been playing a much larger role in its valuation of late, making it much riskier to invest in the iShares Silver Trust than usual. And these days, with oil prices spiking, investors and speculators appear to have moved on from silver stocks to the next hot theme: oil and gas. For example, the Energy Select Sector SPDR ETF has soared by 33% this year, while the S&P 500 has declined by around 4%. It does appear as though the bubble may be bursting for silver, and investors are pivoting to other opportunities. Should you invest in the iShares Silver Tr...

Key Points Eli Lilly has strong momentum thanks to its leadership in the weight loss market. Vertex Pharmaceuticals' core franchise and newer approvals could drive top-line growth for a long time. One one of these drugmakers is performing better than the other on multiple fronts. 10 stocks we like better than Eli Lilly › Eli Lilly (NYSE: LLY) and Vertex Pharmaceuticals (NASDAQ: VRTX) have several things in common. Both are among the more prominent drugmakers in the world, and both have delivered market-beating returns over the past decade, although the larger Eli Lilly has performed much better on that front. Investors choosing between these two stocks can hardly go wrong, but which will be the better performer over the next five to 10 years? Let's try to answer that question. 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 » The case for Eli Lilly Eli Lilly currently leads the rapidly growing weight-loss market. The company's tirzepatide, sold under the brand name Zepbound, is now the world's best-selling drug. Over the next two years, the pharmaceutical leader should add several weight loss products to its lineup. The company is gearing up to launch orforglipron, an oral GLP-1, which could earn the green light in the second quarter. The healthcare giant also posted strong phase 3 results for retatrutide, another promising weight-loss candidate, in December. Meanwhile, Eli Lilly's newer approvals in other fields should also make headway, including Kisunla for Alzheimer's disease and Ebglyss for eczema. They won't be the company's main growth drivers, but they will help somewhat diversify its lineup. Lastly, Eli Lilly is looking to boost its already strong innovative engine by investing in artificial intelligence (AI). The company's lineup should drive top-line growth for the foreseeable future, whi...

Key Points Analysts have been upgrading their price targets for Sandisk in recent months. The stock, however, has risen so much that the consensus average suggests it is overpriced. Much of the stock's future performance will hinge on demand remaining exceptionally strong. 10 stocks we like better than Sandisk › It's been over a year since memory and storage company Sandisk (NASDAQ: SNDK) spun off from Western Digital. And investors who have bought the stock, which focuses on flash memory storage, have enjoyed fantastic gains. If you were to invest just $1,000 into the stock a year ago, your investment would be worth more than $13,000 today, with its returns up over 1,200%. Sandisk has easily been one of the top tech stocks to own during the past year. Business has been booming due to strong growth for its products, and it now has a market cap of around $110 billion. But with the stock rallying so much so quickly, is it too late to invest in Sandisk, or can it still go higher? 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 » Here's how analysts think the stock will do A good way to gauge a stock's upside is to look at analyst price targets. While a stock is by no means a guarantee of hitting the consensus average, it can be a good indication of how much bullishness remains. These are, after all, people who cover the stock regularly. Currently, the consensus price target for SanDisk is around $570, which implies the stock could fall by about 23%. However, many analysts have also been raising their price targets recently, which often happens as a company does well and its financials look strong. And over the past couple of months, multiple analysts have set price targets of more than $800, with one as high as $1,000. There does look to be some upside that may be left for Sandisk, but that's only amon...

In this article BABA NVDA Follow your favorite stocks CREATE FREE ACCOUNT NVIDIA CEO Jensen Huang gestures during the NVIDIA GTC global AI conference in San Jose, California, U.S. March 17, 2026. Carlos Barria | Reuters Nvidia dominated the first era of AI -- CEO Jensen Huang is making sure it owns the next one. He's turning Nvidia from a chipmaker that's helping to drive a market cycle into the operating system for the future of artificial intelligence. The shift has mostly gone unnoticed and hasn't yet been priced in by investors. But the clearest signal to date came this week. At Nvidia's annual developer conference, GTC , Huang launched NemoClaw, an open-source, chip-agnostic platform for building and deploying AI agents – autonomous software programs at the center of the latest advancements in the industry. "Every company in the world should have an agentic system strategy," Huang said. "This is the new computer now." New chip announcements got most of the attention at GTC, but the NemoClaw launch is the more important strategic shift and shows what Nvidia is actually becoming. Why the chipmaker model isn't enough Nvidia won the AI training era by locking in users. Its chips and software ecosystem became so deeply embedded in how AI models are built that switching to a competitor was nearly impossible. But the industry is shifting from building and training models to running them, and the inference workload doesn't require the same lock-in. Google , Amazon and Broadcom are all building their own inference-tailored chips. The moat that made Nvidia the most valuable company in the world is thinning. Selling chips, even the best chips, eventually means selling into a cycle. Owning the platform where those chips run is a more durable business. It's stickier, higher-margin, and harder to displace. That's where Huang is going on the offense with NemoClaw. The platform play NemoClaw is built on OpenClaw, an open-source agent created by a solo developer that went viral...

It would be funny if it wasn’t so Trumpy. Hosting the Japanese prime minister, Sanae Takaichi, in the Oval Office on Thursday, Donald Trump could not resist mocking Japan about its 1941 attack on Pearl Harbor during the second world war. After a series of questions about the current conflict in Iran, the US president was asked by a Japanese reporter: “Why didn’t you tell US allies in Europe and Asia and Japan about the war before attacking Iran?” Trump replied: “One thing you don’t want to signal too much, you know, when we go in, we went in very hard and we didn’t tell anybody about it because we wanted surprise. Who knows better about surprise than Japan?” There was laughter in the room but the president had not finished. He asked mischievously: “Why didn’t you tell me about Pearl Harbor?” Suddenly the laughter died away. Takaichi’s eyes widened and she shifted in her chair as Trump evoked the moment that drew the US into the second world war. The Japanese attack on the US naval base in Pearl Harbor, Hawaii, took place on 7 December 1941, nearly five years before Trump was born. It killed 2,390 Americans and the US declared war on Japan the next day. Then president Franklin Delano Roosevelt called it “a date which will live in infamy”. The US defeated Japan in August 1945, days after atomic bomb attacks on Hiroshima and Nagasaki killed hundreds of thousands of civilians. Trump supporters relished his off-the-cuff response. His son Eric posted on the X social media platform: “One of the great responses to a reporter in history!” Critics were less impressed. Journalist Mehdi Hasan wrote: “I’m sorry, but this is legit hilarious. If only he wasn’t the president and just a character on TV. We could laugh our heads off without any sense of unease, dread, or embarrassment.” It was not Trump’s first awkward moment regarding the war. Last year, when Germany’s chancellor, Friedrich Merz, brought up 6 June as D-day, Trump responded that it was “not a pleasant day” for the ch...

Adobe’s latest partnership with NVIDIA will accelerate AI-powered creation, production and personalization, including the delivery of next-generation Firefly models and agentic workflows. ADBE will upgrade its Firefly models, powered by NVIDIA technologies like CUDA-X, NeMo libraries and Cosmos open models. The upgradation will result in higher precision, control and quality in AI-generated content, which is expected to be beneficial for enterprise-grade creative workflows. The integration of NVIDIA’s Nemotron open models and Agent Toolkit software will enable AI agents to autonomously create, edit and optimize content, as well as maintain continuous workflows, including campaign creation, personalization and production. Adobe and NVIDIA will bring together a 3D Digital Twin for marketing content automation, powered by NVIDIA Omniverse. It will be used for product visualization, marketing campaigns and virtual try-ons, which will benefit from consistent branding, faster content generation and enhanced customer experiences. AI will be embedded across major tools like Adobe Photoshop, Adobe Premiere Pro, Adobe Acrobat, Frame.io and Adobe Experience Platform, with smarter search, better automation and faster rendering. The collaboration with NVIDIA will benefit Adobe in terms of high-value enterprise subscriptions and long-term contracts, thereby strengthening its recurring revenue model. Annualized recurring revenues hit $26.06 billion in the first quarter of fiscal 2026. Adobe still targets ARR growth of 10.2% for fiscal 2026, driven by an innovative, AI-powered portfolio, expanding enterprise adoption and a large market opportunity. For the second quarter of fiscal 2026, Adobe expects total revenues between $6.43 billion and $6.48 billion. The Zacks Consensus Estimate for revenues is currently pegged at $6.46 billion, indicating 9.9% growth from the figure reported in the year-ago quarter. Adobe’s ADBE expanding partner base and AI-related initiatives are expected t...

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) may be offering investors an attractive entry point after its recent pullback, according to Paul Meeks, head of technology research at Freedom Capital Markets, who spoke to CNBC. He said the memory chipmaker's latest results and outlook could mark one of the stronger setups in the sector. Meeks pointed to guidance for nearly $20 a share in the next quarter, well above Micron's previous peak of $11.50 in fiscal 2018, when the company delivered its best annual performance since going public in 1984. He pushed back against concerns that earnings have already peaked or that higher capital spending is a warning sign. While the memory business is cyclical, he said artificial intelligence may provide a longer growth runway than many investors expect. Meeks also cited similar post-earnings weakness in NVIDIA (NVDA) and Broadcom (AVGO), saying the market may be underestimating the durability of AI infrastructure spending. He described the recent selloff as wrong weakness and said the pullback could offer a buying opportunity.

What happened According to an SEC filing dated February 17, 2026, investment firm Shay Capital LLC sold 304,380 shares of PureCycle Technologies (PCT +4.75%) during the fourth quarter. The estimated value of the shares sold is $3.23 million, calculated using the average closing price for the quarter. The fund’s position in PureCycle Technologies at quarter-end stood at 1,590,058 shares with an additional 3,062,700 call options. This is a drop from 1,894,438 shares and 3,650,000 call options in the third quarter. What else to know Shay Capital continues to trim its PureCycle Technologies stake, which now accounts for 1.41% of 13F AUM following the sale while the call options represented 2.7% of AUM. Top holdings after the filing: NASDAQ:FTAI: $62.01 million (6.4% of AUM) NASDAQ:MSFT: $26.87 million (2.8% of AUM) NASDAQ:PCT: $13.66 million (1.4% of AUM) NASDAQ:AZ: $13.38 million (1.4% of AUM) NYSEMKT:SPY: $12.38 million (1.3% of AUM) As of March 19, 2026, PureCycle Technologies shares were priced at $5.75, down 24.6% over the past year, underperforming the S&P 500 by 44.18 percentage points. Company Overview Metric Value Price (as of market close 2026-03-18) $5.48 Market Capitalization $1.04 billion Revenue (TTM) $8.36 million Net Income (TTM) ($182.57 million) Company Snapshot PureCycle Technologies produces recycled polypropylene resin using proprietary purification technology, restoring waste plastics to ultra-pure, virgin-like quality. It operates a licensing-based business model using proprietary technology for polypropylene recycling. The company serves manufacturers and consumer goods companies seeking sustainable, high-quality recycled plastics for their products. PureCycle Technologies, Inc. produces ultra-pure recycled polypropylene using patented purification processes and operates through a licensing-based business model. What this transaction means for investors Shay Capital’s sale of 304,380 shares in PureCycle Technologies was interesting because it’s o...

Key Points Shay Capital sold 304,380 shares of PureCycle Technologies; estimated trade value of $3.23 million based on quarterly average price. The transaction accounted for 0.33% of the fund’s $968.66 million 13F reportable AUM. PureCycle Technologies position now represents 1.41% of AUM, which places it within the fund's top five holdings. 10 stocks we like better than PureCycle Technologies › What happened According to an SEC filing dated February 17, 2026, investment firm Shay Capital LLC sold 304,380 shares of PureCycle Technologies (NASDAQ:PCT) during the fourth quarter. The estimated value of the shares sold is $3.23 million, calculated using the average closing price for the quarter. The fund’s position in PureCycle Technologies at quarter-end stood at 1,590,058 shares with an additional 3,062,700 call options. This is a drop from 1,894,438 shares and 3,650,000 call options in the third quarter. What else to know Shay Capital continues to trim its PureCycle Technologies stake, which now accounts for 1.41% of 13F AUM following the sale while the call options represented 2.7% of AUM. Top holdings after the filing: NASDAQ:FTAI: $62.01 million (6.4% of AUM) NASDAQ:MSFT: $26.87 million (2.8% of AUM) NASDAQ:PCT: $13.66 million (1.4% of AUM) NASDAQ:AZ: $13.38 million (1.4% of AUM) NYSEMKT:SPY: $12.38 million (1.3% of AUM) As of March 19, 2026, PureCycle Technologies shares were priced at $5.75, down 24.6% over the past year, underperforming the S&P 500 by 44.18 percentage points. Company Overview Metric Value Price (as of market close 2026-03-18) $5.48 Market Capitalization $1.04 billion Revenue (TTM) $8.36 million Net Income (TTM) ($182.57 million) Company Snapshot PureCycle Technologies produces recycled polypropylene resin using proprietary purification technology, restoring waste plastics to ultra-pure, virgin-like quality. It operates a licensing-based business model using proprietary technology for polypropylene recycling. The company serves manufacturers and...

Ben Jennings on King Charles’ state visit to the US – cartoon

In this article @C.1 Follow your favorite stocks CREATE FREE ACCOUNT Garrett Mauch spreads manure as fertilizer on fields at his family's farm in Lamar, Colorado, on January 21, 2026. RJ Sangosti | The Denver Post Via Getty Images | Denver Post | Getty Images The Strait of Hormuz shutdown caused by the war in Iran is jacking up fertilizer prices, hitting farmers in their pocketbooks and threatening to raise food prices. Now, Democrats trying to win the U.S. midterm elections in November see another new opportunity to pound the affordability crisis and turn the tide after years of losses in the states that produce crops and livestock. The Strait of Hormuz is a critical channel for fertilizer, including about 50 percent of global nitrogen-rich urea fertilizers, according to the Fertilizer Institute , the industry's trade association. The Strait has been effectively impassable since President Donald Trump launched the assault, which is now dragging into its third week with no end in sight. The closure has spiked fertilizer prices just before planting season, potentially scrambling decision-making for farmers across the U.S. And it comes on top of already low commodity prices that have lingered for years and eaten into farmers' margins. "We're in uncharted territory," Matt Frostic, a Michigan farmer who sits on the board of the National Corn Growers Association, said in an interview with CNBC. "It's like a code red." Frostic said he purchased nitrogen fertilizer, critical for corn crops , in January for around $350 per ton. That same product, he said, is now closing in on $600 per ton. The murky farm outlook also comes eight months before the midterm elections that could cost Trump control of both the House of Representatives and Senate. Democrats, who are trying to win competitive seats in farm-heavy states like Iowa, Minnesota and Nebraska, are jumping on the high fertilizer prices as a new example of the affordability issue that continues to haunt Trump and Republica...

Key Points Oil briefly touched $119 per barrel before pulling back, driven by the escalating conflict in Iran and the Strait of Hormuz. Nvidia led declines on both the Nasdaq and S&P 500, but its 1.3% drop was modest given its outsized index influence. Days like this are a reminder to check whether your portfolio allocation actually matches your risk tolerance. 10 stocks we like better than Dow Jones Industrial Average › All three major U.S. indexes traded lower on Wednesday, with the Dow Jones Industrial Average (DJINDICES: ^DJI) and Nasdaq Composite (NASDAQINDEX: ^IXIC) taking the hardest hits at 0.9% retreats. The S&P 500 (SNPINDEX: ^GSPC) held up slightly better with a 0.8% cut. The culprit? Another flare-up in the ongoing Iran conflict, which sent oil prices on a wild ride during the session. Crude oil spiked to $119 per barrel in early trading before pulling back to around $115. The Strait of Hormuz, through which roughly 20% of the world's oil passes on a normal day, remains the focal point of concern. Any disruption to that chokepoint can have immediate ripple effects across global energy markets, and traders are pricing in that macroeconomic threat. 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 » The stocks that actually move these indexes didn't make big splashes, though. On the Dow, Caterpillar (NYSE: CAT) was the biggest decliner, falling 1.9% with a 9.2% weighting in that elite index. Heavy equipment makers tend to be sensitive to energy costs and global economic sentiment, so that reaction makes sense. On the Nasdaq and S&P 500, Nvidia (NASDAQ: NVDA) led the losses, dropping 1.3%. The chipmaker carries a 10.1% weight on the Nasdaq and 7% on the S&P 500, making it the single most influential stock on both indexes. But a 1.3% decline is hardly a rout. It's the kind of move that can hap...