February's Consumer Price Index (CPI) report landed Wednesday morning, and it looked rather tame. Prices rose 2.4% year over year, exactly matching Wall Street's expectations. Core inflation -- which strips out food and energy -- came in at 2.5%. Rent posted its smallest monthly increase since January 2021. While the number is still above the Federal Reserve's target of 2%, it's not terribly so. But that may soon change. Here's the problem: February's data was collected before the war in Iran began. The oil shock that sent global benchmark Brent crude to $120 per barrel on Monday hasn't yet shown up in consumer prices. And though oil prices have fallen to roughly $90 a barrel, they're still more than 30% higher than before the war began. If oil stays elevated -- and there is plenty of reason to think it will -- future inflation readings aren't likely to be so tame. And this is coming at a time when the job market is showing serious signs of weakness: In February, the U.S. lost 92,000 jobs, the second negative print in three months. Continue reading

Amazon (AMZN) Retains AWS Users’ Access to Claude Following Layoffs in Robotics Unit Insider Monkey

FinkAvenue Shares of Visa ( V ) slipped -0.56% to $307.24 in the afternoon trade on Thursday, marking a seventh straight session of losses. The slide comes amid broader market weakness as escalating Middle East tensions and rising oil prices fueled concerns about consumer spending and travel demand. Shares have declined about 3.6% between March 4 and March 11, compared with a roughly 1.4% drop in the S&P 500 over the same period, while peer Mastercard ( MA) has fallen around 4.2% during that stretch. According to Seeking Alpha’s Quant Rating system, Visa is rated a Hold, with a score of 3.37 out of 5, receiving an A+ for profitability, but an F in terms of valuation. However, on the Wall Street analysts are bullish , with 36 of 39 analysts rate the stock with a Buy or higher, and three recommending a Hold. A Seeking Alpha analysis said both Visa and Mastercard continue to benefit from structural tailwinds including the global shift toward electronic payments, e-commerce growth and cross-border spending, even as broader economic slowdowns or weaker consumer activity could weigh on transaction volumes. The note added that the companies operate highly scalable networks that profit from payment growth without taking on lending exposure, noting that “they collect a fee for facilitating the transaction, but they do not hold the credit risk. That risk remains on the balance sheet of the issuing bank.” Shares have fallen around 5.6% in the past month and have slipped approximately 12% year-to-date . More on Visa Visa Vs. Mastercard: Which Payment Giant Is The Better Buy Today? Visa Inc. (V) Presents at Wolfe Research FinTech Forum Transcript Visa Inc. (V) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Visa, Mastercard end in the red after six-session rally Visa and Stripe's Bridge expand collaboration in stablecoin-linked cards

格隆汇3月13日｜美国参议院再次在试探性投票中否决了国土安全部的拨款法案。投票结果为51比46。但该法案需要60票才能通过。

Erik Hirsch, Co-CEO of Hamilton Lane, joins Matt Miller on "Bloomberg Markets." While most funds had tried to meet investor demands for cash, BlackRock last week decided to limit withdrawals in a move that other managers have since followed. Hirsch says he expects more managers to follow suit. (Source: Bloomberg)

WTI 4月原油期货收涨8.48美元，涨幅9.72%，报95.73美元/桶。 NYMEX 4月天然气期货收报3.2330美元/百万英热单位。 NYMEX 4月汽油期货收报2.9646美元/加仑，NYMEX 3月取暖油期货收报3.8989美元/加仑。 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。

Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) recently started buying back shares for the first time in nearly two years. In this video, I'll discuss the news and what it means for Berkshire and its investors. *Stock prices used were the morning prices of March 11, 2026. The video was published on March 12, 2026. 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 » Should you buy stock in Berkshire Hathaway right now? Before you buy stock in Berkshire Hathaway, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Berkshire Hathaway wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $511,735!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,140,464!* Now, it’s worth noting Stock Advisor’s total average return is 946% — a market-crushing outperformance compared to 191% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 12, 2026. Matt Frankel, CFP has positions in Berkshire Hathaway. The Motley Fool has positions in and recommends Berkshire Hathaway. The Motley Fool has a disclosure policy. Matthew Frankel is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. The views and opinions expres...

Wedbush Securities’ Dan Ives has issued a ringing endorsement for the tech sector's heavyweights, suggesting that the current market landscape offers a generational buying opportunity. The ‘Garage Sale’ Moment In a conversation with Schwab Network, Ives characterized the recent trading levels of industry titans as an anomaly, specifically highlighting two major players in the artificial intelligence race. He asserted that Microsoft Corp. and Palantir Technologies Inc. are selling at “garage sale prices,” arguing that the market has yet to fully price in the explosive growth of AI integration across enterprise software. Don't Miss: According to Ives, the skepticism surrounding the immediate return on investment (ROI) of AI is misplaced. He believes the “Fourth Industrial Revolution” is not a distant prospect but a current reality that is beginning to reflect in corporate balance sheets. AI Monetization Takes Center Stage The shift from speculative interest to tangible revenue is the primary driver behind this bullish outlook. Ives notes that the industry is moving past the “hype phase” into a period where AI monetization takes center stage, with Microsoft's Azure and Palantir's AIP (Artificial Intelligence Platform) leading the charge. “We believe the AI Revolution is just beginning to hit its stride,” Ives stated, noting that the infrastructure build-out is creating a “massive wave of spending” that will benefit those at the top of the stack. Trending: Before the IPO: How One Company Quietly Locked Up 500+ Iconic Character Rights Enterprise Demand Surges Ives added that enterprise spending on AI is accelerating rather than slowing down. For Palantir, the demand for its bootcamps has translated into significant contract wins, while Microsoft continues to leverage its partnership with OpenAI to dominate the cloud landscape. He concluded that while some investors fear a bubble, the fundamentals tell a different story of structural growth. For those looking at the long-...

Microsoft, Palantir Are Selling At 'Garage Sale Prices,' Says Dan Ives As AI Monetization Takes Center Stage Yahoo Finance UK

Wedbush Securities’ Dan Ives has issued a ringing endorsement for the tech sector's heavyweights, suggesting that the current market landscape offers a generational buying opportunity. The ‘Garage Sale’ Moment In a conversation with Schwab Network, Ives characterized the recent trading levels of industry titans as an anomaly, specifically highlighting two major players in the artificial intelligence race. He asserted that Microsoft Corp. and Palantir Technologies Inc. are selling at “garage sale prices,” arguing that the market has yet to fully price in the explosive growth of AI integration across enterprise software. Don't Miss: According to Ives, the skepticism surrounding the immediate return on investment (ROI) of AI is misplaced. He believes the “Fourth Industrial Revolution” is not a distant prospect but a current reality that is beginning to reflect in corporate balance sheets. AI Monetization Takes Center Stage The shift from speculative interest to tangible revenue is the primary driver behind this bullish outlook. Ives notes that the industry is moving past the “hype phase” into a period where AI monetization takes center stage, with Microsoft's Azure and Palantir's AIP (Artificial Intelligence Platform) leading the charge. “We believe the AI Revolution is just beginning to hit its stride,” Ives stated, noting that the infrastructure build-out is creating a “massive wave of spending” that will benefit those at the top of the stack. Trending: Before the IPO: How One Company Quietly Locked Up 500+ Iconic Character Rights Enterprise Demand Surges Ives added that enterprise spending on AI is accelerating rather than slowing down. For Palantir, the demand for its bootcamps has translated into significant contract wins, while Microsoft continues to leverage its partnership with OpenAI to dominate the cloud landscape. He concluded that while some investors fear a bubble, the fundamentals tell a different story of structural growth. For those looking at the long-...

格隆汇3月13日｜上海黄金交易所黄金T+D 3月12日（周四）晚盘收盘下跌0.9%报1135.0元/克； 上海黄金交易所白银T+D 3月12日（周四）晚盘收盘下跌0.45%报21491.0元/千克。

ZenDNN 5.2: Accelerating vLLM V1 Engine and Recommender Systems Inference on AMD EPYC™ CPUs AMD

格隆汇3月13日｜墨西哥商界代表和官员将于5月7日至9日对加拿大进行商务访问。

Suphanat Khumsap/iStock via Getty Images By Zain Vawda Major US stock indexes slid 1% on Thursday as a volatile mix of geopolitical instability and domestic credit concerns shook investor confidence. The primary catalyst was a sharp spike in crude oil prices, which surged toward the $100-per-barrel threshold following reports of two tankers set ablaze in Iraqi waters. These incidents, attributed to apparent Iranian strikes, are part of a broader wave of attacks targeting energy and transport infrastructure across the Middle East. The escalation was further underscored by a defiant stance from Iranian Supreme Leader Mojtaba Khamenei, who suggested that the Strait of Hormuz, a critical global energy artery, should remain closed as a strategic lever of pressure. This supply-side threat has effectively reignited fears of persistent inflation, hitting the financial sector particularly hard as traders brace for a potentially more aggressive economic environment. Comments late last night by Iranian military officials about potential attacks on companies in the Gulf which support the US military may also be weighing on markets in early trade. Compounding these worries, Wall Street is also closely monitoring mounting "jitters" within the private credit market, adding another layer of risk to an already fragile trading session. S&P 500 Heatmap Source: TradingView Private credit fears on the rise The $2 trillion private credit market is facing intense scrutiny as a series of recent defaults has sparked widespread concern among investors. This anxiety was amplified by a warning from the Swiss private equity firm Partners Group ( PGPHF ), which projected that default rates in the sector could potentially double over the next few years. These mounting jitters triggered a significant sell-off in the financial sector, with the S&P 500 ( SPX ) financials index dropping 1.5%. The impact was felt acutely among major institutional players, particularly after Morgan Stanley ( MS ) saw i...

The past few months have been tough for artificial intelligence (AI) stocks. This is evident from the 4% decline in the Global X Artificial Intelligence & Technology ETF in the past three months. Big AI names such as Nvidia, Palantir, and Broadcom have been under pressure over the past three months, with a couple of them seeing a sharp pullback in their stock prices. Oracle (ORCL 1.96%) has been in the same boat, with the stock shedding 51% of its value since reaching a 52-week high in September 2025. There are several factors that have weighed on these key AI players in recent months. From concerns about debt-fueled funding to circular financing deals and expensive valuations, investors have found reasons to be wary about investing in AI stocks. Oracle's latest results, however, can lift the mood in the AI sector. Let's look at the reasons why. Oracle proves that AI's terrific momentum is sustainable There are two reasons behind Oracle's steep slide in recent months. The first is the company's reliance on OpenAI for a significant chunk of its backlog. Specifically, $300 billion of Oracle's remaining performance obligations (RPO) in the first quarter of fiscal 2026 were attributable to OpenAI. Investors saw this as a red flag, worrying about how OpenAI would come up with the funds needed to pay off the massive contracts with Oracle. Expand NYSE : ORCL Oracle Today's Change ( -1.96 %) $ -3.20 Current Price $ 159.92 Key Data Points Market Cap $469B Day's Range $ 159.36 - $ 167.83 52wk Range $ 118.86 - $ 345.72 Volume 26M Avg Vol 29M Gross Margin 64.30 % Dividend Yield 1.23 % Second, Oracle has been rapidly increasing its capital expenditure to build more AI data center infrastructure. As a result, the company has been taking on more debt, creating another cause of concern for investors. After all, if Oracle builds so much infrastructure and a key client such as OpenAI doesn't pay up, its business will take a major hit. However, Oracle's fiscal 2026 Q3 results (for the...

Key Points Oracle's cloud infrastructure grew impressively last quarter, suggesting that it is successfully converting its solid backlog into revenue. The tech giant has raised its revenue forecast for the next year. Oracle's impressive showing could rub off positively on other AI stocks. 10 stocks we like better than Oracle › The past few months have been tough for artificial intelligence (AI) stocks. This is evident from the 4% decline in the Global X Artificial Intelligence & Technology ETF in the past three months. Big AI names such as Nvidia, Palantir, and Broadcom have been under pressure over the past three months, with a couple of them seeing a sharp pullback in their stock prices. Oracle (NYSE: ORCL) has been in the same boat, with the stock shedding 51% of its value since reaching a 52-week high in September 2025. 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 » There are several factors that have weighed on these key AI players in recent months. From concerns about debt-fueled funding to circular financing deals and expensive valuations, investors have found reasons to be wary about investing in AI stocks. Oracle's latest results, however, can lift the mood in the AI sector. Let's look at the reasons why. Oracle proves that AI's terrific momentum is sustainable There are two reasons behind Oracle's steep slide in recent months. The first is the company's reliance on OpenAI for a significant chunk of its backlog. Specifically, $300 billion of Oracle's remaining performance obligations (RPO) in the first quarter of fiscal 2026 were attributable to OpenAI. Investors saw this as a red flag, worrying about how OpenAI would come up with the funds needed to pay off the massive contracts with Oracle. Second, Oracle has been rapidly increasing its capital expenditure to build more AI data center ...

Israeli Prime Minister Benjamin Netanyahu has made clear that when it comes to the Iran war, he’s not done yet. Less clear is President Donald Trump’s willingness to let the conflict drag on much longer. Michael Oren, former Israeli ambassador to the US, Said the intense military stage of the war with Iran may be followed by a protracted standoff that may look more like the Cold War than a conclusive end. (Source: Bloomberg)

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting with us, check out the Odd Lots Discord , where you can hang out and talk with us and with other listeners 24/7. Here’s what Tracy’s thinking about... There’s a lot more to say about what’s going on in private credit, and I’m still thinking through various angles. But very quickly, from a sort of anthropological Wall Street standpoint (a perspective that focuses less on the underlying assets and more on how people are behaving) we’re starting to see some familiar tells. In just the past week or so: Exposure estimates are rolling in Deutsche Bank flagged roughly $30 billion of private credit–related exposure in its annual report, and warned that it “could face potential indirect credit risks through interconnected portfolios and counterparties.” This is the classic first step in any stress episode, with firms rushing to quantify and narrate their risk before someone else does it for them. There’ve been “reassuring” calls Ares reportedly convened a town hall this week to reassure its employees about recent “market volatility.” Whenever management feels compelled to put everyone on a call to say “don’t worry,” it usually means people are already worried. One could argue these events are as much about information control and rumor management as they are about morale. Plus an upping of reporting frequency Apollo is reportedly shifting to monthly and eventually daily reporting for some of its private credit vehicles . That’s framed as a transparency and a risk‑management upgrade, but it’s also reflective of the current situation. When the numbers start moving fast enough that you...

Institutional investors are buying US dollars at the strongest level in nearly two years, as conflict in the Middle East drives demand for safe-haven assets, according to State Street. The Bloomberg Dollar Spot Index has risen 1.8% since the conflict began on Feb. 28, as investors moved into the dollar and higher oil prices added support for the currency. “Since the conflict started we have seen the dollar reassert its role as a global safe haven and this has led to strong buying,” Lee Ferridge , a strategist at State Street, said in an interview. “Our flow indicators show that buying of the dollar from institutional investors is the strongest we have seen in close to two years.” Before the conflict, many traders were betting the dollar would fall. Since then, they have scaled back those positions. The dollar has risen alongside energy prices, while the euro and Japanese yen were among the worst performers among peers in the Group of 10, underscoring their exposure to higher commodity costs. “It’s also worth remembering that many were underweight the dollar, and have been for a while, so with the dollar trading much stronger over the last 10-days we are seeing investors starting to reduce those shorts,” Ferridge said. Commodity Futures Trading Commission data show speculative traders are now the least bearish on the dollar since January. In the latest report, covering the week through March 3, they held about $12.3 billion in short positions, down from about $18.9 billion a week earlier. The CFTC is due to release data for the week through March 10 on Friday. The dollar’s rally during the conflict follows its worst year in eight. It fell more than 8% in 2025, hurt by President Donald Trump’s aggressive trade policies, which pushed investors to shift some money outside of the US and hedge against further weakness in the dollar. Ferridge said investors had increased those hedges last April amid major tariff announcements, but demand for them eased when the dollar star...

Suspect in attack at Michigan synagogue is dead, ATF official says The special agent in charge of the Detroit field office of the U.S. Bureau of Alcohol, Tobacco, Firearms and Explosives, James Deir, says the suspect in today's active shooting at Temple Israel in West Bloomfield, Mich, is dead. Speaking to WXYZ-TV, Deir said authorities who responded to the scene have been told the suspect has died. Scores of law enforcment officers and emergency personnel responded following reports of an active shooter this afternoon at Temple Israel synagogue in West Bloomfield. Oakland County Sheriff Mike Bouchard said during a brief news conference that synagogue security officers had "engaged the threat" that apparently started with a vehicle ramming into the building. Shots were fired, and a fire continues to burn in the large complex. Images from a TV helicopter showed thick, black smoke billowing in several places from the building. Bouchard said no one is "confirmed hurt, except potentially the shooter." He could not say whether there are any links to terrorism. Since the U.S. and Israel-led war in Iran began, there's been heightened concern about retaliation. Bouchard asked residents within one mile of Temple Israel to shelter in place. This synagogue, like nearly all Jewish places of worship in the U.S., has its own security officers. It also operates a school, and parents were rushing to a nearby reunification center. Sponsor Message In a post on X, the FBI director, Kash Patel, says federal agents were on the scene "responding to the apparent vehicle ramming and active shooter situation." The Michigan State Police said on social media that it's "increasing patrols at other places of worship in the area." Michigan Gov. Gretchen Whitmer called the incident in West Bloomfield "heartbreaking," saying Michigan's "Jewish community should be able to live and practice their faith in peace." In a post on X, the governor said, "Antisemitism and violence have no place in Michigan...

Suspect in attack at Michigan synagogue is dead, officials say toggle caption Emily Elconin/Getty Images The suspect in Thursday's active shooting at Temple Israel in West Bloomfield, Mich., is dead, according to federal and local law enforcement officials. Oakland County Sheriff Mike Bouchard said a man drove a truck into the synagogue. Security officers "engaged with the suspect" and began firing at him. The vehicle then "breached the building" through the doors and drove down a hallway of the large building and stopped inside, where security confronted him. Bouchard said a body was found inside the truck. While security "did engage the suspect with gunfire," Bouchard said it's unclear how the man died. The sheriff said, "Something ignited in the vehicle." Thick, black smoke could be seen billowing from the building not long after. Sponsor Message The special agent in charge of the Detroit field office of the U.S. Bureau of Alcohol, Tobacco, Firearms and Explosives, James Deir, confirmed the suspect's death. Bouchard said the vehicle struck one of the synagogue's security members, knocking him unconscious. The guard was taken to the hospital, where he was expected to recover. Bouchard said everyone inside the building has been accounted for and there are no other injuries. In a statement posted on Facebook, Temple Israel said "all 140 students" in its early childhood center, the staff, the teachers and "our heroic security personnel" are safe and accounted for. "As you have no doubt heard, Temple Israel was the victim of a terrorist gunman who was confronted and neutralized by our security personnel who are truly heroes," the post said. "Our teachers followed their training and kept the children safe and calm." The synagogue said it's unsure about future programming or services. Scores of law enforcement officers and emergency personnel responded to Temple Israel following reports of an active shooter Thursday afternoon. Bouchard told reporters he could not say wh...

Vancouver, British Columbia--(Newsfile Corp. - March 12, 2026) - Oracle Commodity Holding Corp. (TSXV: ORCL) (OTCQB: ORLCF) ("Oracle" or the "Company") announces that it intends to complete a non-brokered private placement financing (the "Offering") of up to 5,000,000 units (the "Units"), at a price of $0.05 per Unit for gross proceeds of $250,000 (the "Private Placement") subject to acceptance by the TSX Venture Exchange. Each Unit consists of one common share (a "Share") and one transferable common share purchase warrant (a "Warrant") of the Company. Each Warrant entitles the holder to acquire one additional common share of the Company at an exercise price of $0.06 for a period of three years from issuance. The gross proceeds will be used for general corporate purposes and ongoing working capital. The Private Placement is subject to TSX Venture Exchange approval. All Shares issued pursuant to the Private Placement and any Shares issued upon exercise of the Warrants will be subject to a statutory hold period of four months and one day from the date of issuance in accordance with applicable securities laws and the policies of the TSX Venture Exchange. No finder's fees are payable in connection with the Private Placement. It is anticipated that an insider of the Company, John Lee (the "Insider"), will subscribe for up to 4,000,000 Units for gross proceeds of $200,000. The issuance of Units to the Insider is considered a related party transaction within the meaning of Multilateral Instrument 61-101 – Protection of Minority Security Holders in Special Transactions ("MI 61-101"). The Company intends to rely on the exemptions from the formal valuation and minority shareholder approval requirements of MI 61-101 pursuant to sections 5.5(a) and 5.7(1)(a) as the fair market value of the Insider's participation in the Private Placement does not exceed 25% of the Company's market capitalization. The Private Placement will not result in the creation of a new control person of t...

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