“AI is at another inflection point — agentic AI, driving incredible compute demand and accelerating infrastructure buildout,” said Jensen Huang, founder and CEO of NVIDIA. “Nebius is building an AI cloud designed for the agentic era, fully integrated from silicon to software and powered by NVIDIA’s next-generation accelerated compute. Together, we are scaling the cloud to meet the surging global demand for intelligence.” This partnership builds upon Nebius’s ongoing deployment of NVIDIA infrastructure across its global platform, including multiple gigawatt-scale AI factories in the U.S. To enable Nebius to deploy more than 5 gigawatts of capacity by the end of 2030, NVIDIA will support Nebius’s early adoption of the latest generation of NVIDIA’s accelerated computing platform. Story Continues “Nebius has been built for AI since day one — not adapted from a general-purpose cloud, but designed for what developers actually need,” said Arkady Volozh, CEO of Nebius. “Now with NVIDIA, we are extending that throughout the stack — from gigawatt-scale AI factories to inference and software — as we build one of the first and largest clouds for all AI builders everywhere.” About Nebius Nebius, the AI cloud company, is building the full-stack platform for developers and companies to take charge of their AI future — from data and model training to production deployment. Founded on deep in-house technological expertise and operating at scale with a rapidly expanding global footprint, Nebius serves startups and enterprises building AI products, agents, and services worldwide. Nebius is listed on Nasdaq (NASDAQ: NBIS) and headquartered in Amsterdam. For more information, please visit www.nebius.com . About NVIDIA NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing. For further information, contact: Mylene Mangalindan Corporate Communications NVIDIA Corporation press@nvidia.com Toshiya Hari Investor Relations NVIDIA Corporation toshiyah@nvidia.com For media: me...

As AI adoption accelerates globally, demand for inference compute capacity is increasing rapidly. According to MarketsandMarkets, the global AI infrastructure market is projected to reach approximately US$394.5 billion by 2030, representing a compound annual growth rate (CAGR) of 19.4% from 2024 to 2030. Within this ecosystem, the AI inference market alone is expected to grow to nearly US$255 billion by 2030, driven by the rapid deployment of generative AI and real-time enterprise AI applications. Under the AI Compute Treasury strategy, VCI Global plans to progressively accumulate GPU infrastructure assets dedicated to AI inference, the stage where trained AI models are deployed in real-world applications. VCI Global’s platform will be built on advanced GPU systems from NVIDIA, including systems powered by next-generation NVIDIA Blackwell RTX architecture, optimized for high-efficiency AI inference workloads. The strategy positions VCI Global within the rapidly expanding AI infrastructure economy, where access to high-performance compute capacity has become essential for enterprises, developers, and next-generation AI applications. KUALA LUMPUR, Malaysia, March 11, 2026 (GLOBE NEWSWIRE) -- VCI Global Limited (NASDAQ: VCIG) (“VCI Global” or the “Company”), today announced the launch of its AI Compute Treasury strategy, a long-term initiative to accumulate and deploy high-performance GPU infrastructure to support the growing global demand for artificial intelligence inference workloads. Story Continues Expanding VCI Global’s AI GPU Lounge Platform The initiative builds on VCI Global’s recently launched AI GPU Lounge, a collaborative platform that provides developers, startups, and enterprises with access to high-performance GPU infrastructure for AI development and inference. The GPU Lounge serves as the first operational platform within VCI Global’s broader AI infrastructure strategy, enabling enterprises and developers to access scalable AI compute resources. As ado...

Insurance is essential for the carbon-credit market to unlock capital, manage risk and build trust. On this week’s episode of the ESG Currents podcast, Natalia Dorfman, CEO and co-founder of Kita, joins Eric Kane, director of ESG research at Bloomberg Intelligence, to discuss how her company provides insurance products that aim to unlock institutional investment for high-integrity carbon removal and natural-capital projects. They discuss some of Kita’s key offerings and dive into how they accoun

It was a little after 1PM on Friday, February 28th, and Samantha Lujano was about to board her flight from Dubai to Colombo, Sri Lanka, when the drone attacks began. She had already received her boarding pass and gone through customs. Her flight was at the gate and her bags were loaded. She was simply waiting for the gate agents to open the flight for boarding. So she opened TikTok and started scrolling. But instead of relieving her boredom, the algorithm fed her anxiety. It showed her dozens of videos of explosions that purported to be from around the Persian Gulf — including a few in Dubai itself. She knew better than to believe everything she saw on social media, and had heard nothing from official sources yet. For now, she kept calm. Then her friends back home started texting her: “Did you see what happened? They just closed the airspace.” She told them not to worry. After all, she was on the ground in Dubai and nothing seemed to be wrong. Then, in an instant, every single flight status on the airport’s departures monitor changed to blinking red. “Canceled, canceled, canceled,” she recalled. “Everything was canceled.” Dubai and the whole region had become a war zone. In response to a joint US and Israeli strike that morning, Iran had launched missiles and drones at targets across the Middle East, including Dubai. Most were intercepted by local defense systems. Even so, debris from intercepted drones caused damage across Dubai and injured four people. By early afternoon, civilian airspace over the entire region was closed and more than 3,400 flights were canceled. Lujano and many of her fellow passengers were now stuck. They no longer had valid visas to return to the UAE. They had no accommodations lined up. They had no choice but to wait in the departures area until someone in authority came up with a solution. And all the while, missiles and drones rained down overhead. “We were really stranded,” she said. Few places rely on air travel as much as the countries ...

Amazon-owned Zoox plans to make its robotaxis available to hail on the Uber app in Las Vegas later this year, the two companies announced Wednesday. Before that happens, though, Zoox still needs approval from the federal government to commercially deploy its robotaxis, which don’t have a steering wheel or pedals. That requires exemptions from the Federal Motor Vehicle Safety Standards (FMVSS). On Wednesday, the National Highway Traffic Safety Administration (NHTSA) began taking public comment on Zoox’s application for those exemptions. (Zoox currently has an exemption that allows the custom-built robotaxis to operate as a demonstration, and not commercially.) If and when Zoox gets approval, the company plans to launch its own commercial robotaxi service first, and before making the vehicles available on Uber in Las Vegas, it told TechCrunch. Zoox currently offers free rides in Las Vegas and in San Francisco. It’s also mapping and building up a presence in eight other U.S. cities, including Dallas and Phoenix, which were announced earlier this week. Zoox and Uber described this as a “multi-year strategic partnership,” that includes plans to launch in Los Angeles in 2027. This is Zoox’s first third-party partnership with a platform like Uber. But it’s certainly not Uber’s first partnership with an autonomous vehicle company. Uber has partnerships with more than 25 different autonomous vehicle companies around the world. Its most notable deal is with Waymo, which makes its robotaxis available on the Uber platform in Austin and Atlanta. Uber has also partnered with China’s Baidu and announced it would start testing those self-driving cars in London this year. The ride-hail giant has AV partnerships with Volkswagen, May Mobility, and Pony AI, too. Uber has also been building out new offerings for these robotaxi partners. In January, TechCrunch revealed the company started up an “AV Labs” division dedicated to collecting real-world driving data to reinforce its partners’ ...

is transportation editor with 10+ years of experience who covers EVs, public transportation, and aviation. His work has appeared in The New York Daily News and City & State. Posts from this author will be added to your daily email digest and your homepage feed. Every six months or so, Nvidia’s head of automotive, Xinzhou Wu, invites CEO Jensen Huang to go for a ride in a vehicle equipped with the company’s hands-free autonomous driving system. But only when Wu has “good confidence” in the system’s driving capabilities. Recently, the two went for a drive from Woodside, California, to downtown San Francisco in a Mercedes CLA sedan with MB.Drive Assist Pro, a hands-free driver-assist system partly designed by Nvidia that’s similar to Tesla’s Full Self-Driving. The mood was light, even if the traffic was pretty heavy. “Let me know when you’re in autonomous mode,” Huang said to Wu, according to a video of the ride provided to The Verge, “then I can be less concerned about my safety.” Over the course of the 22-minute video, the Mercedes navigates Huang and Wu through a series of everyday obstacles, like construction sites, double-parked cars, and lanes narrowly channeled through rows of orange cones. Nvidia’s system seems quite capable, though the video is edited and not presented in real time. (Nvidia spokesperson Jessica Soares later said there were no disengagements during the ride.) Still, it seemed not dissimilar from my own experience last year riding shotgun with Nvidia executives in a Mercedes with the hands-free driving system activated. I was impressed by the system’s ability to handle traffic signals, four-way stops, double-parked cars, unprotected left turns, and all the pedestrians and cyclists and scooter-riders that San Francisco can throw at you. If Tesla can do it with a bit of silicon and a bunch of cameras, it stands to reason that the world’s most valuable company could figure it out too. ‘The ChatGPT moment for physical AI’ After years of operating be...

Below is a list of all 54 articles from the recent Top 2026 Long Idea investing competition . No. Title Analyst 1. Innovative Industrial: Cannabis Rescheduling Changes Everything - 16% Yield Is A Conviction Buy Julian Lin 2. WELL Health Technologies: The Serial Acquirer That Will Dominate 2026 ML Research 3. TSMC Is Relentlessly Getting Stronger, And The Market Is Mispricing It Hunting Alphas 4. Brookfield Infrastructure: How To Collect Solid Dividends While Owning Key AI Infrastructure IWA Research 5. Grab Holdings: Its Unparalleled Ecosystem Is Still Far Ahead Of The Competition Asian Value Investor 6. With Merger Or Without, Shutterstock Is An Objective Bargain Jason Ditz 7. Costco: The Retail Media Transformation Everyone Is Missing GP Sigma Analytics 8. One Of My 2026 Top Picks: Newmont, A Gold And Copper Miner Akim Guerreiro 9. Global Payments: A Promising Setup For 2026 The Value Puzzle 10. Novo Nordisk: My Top Pick For 2026 Louis Gerard 11. National Presto Industries Likely To Benefit From $1.5T Defense Budget Kingdom Capital 12. Immuneering: Strong Buy Despite Decline In Share Price On Atebimetinib Data Terry Chrisomalis 13. Amazon: The Window To Buy At 10-Year Lows Is Slamming Shut Julia Ostian 14. Jazz Pharmaceuticals: A Strong Buy Due To Execution In Oncology Brendan O'Boyle 15. SSR Mining: Still One Of My Top Picks For 2026 After A 200% Rally Akim Guerreiro 16. The Death Of Software Is Overstated: monday.com Is A Top Pick Julian Lin 17. MarketWise: Trading At 5x FCF With Solid Top-Line Momentum Sandeep Nital David 18. RLJ Lodging Trust: 2026 Could Be The Major Turning Point The Market Is Ignoring IWA Research 19. Amazon: The K-Shaped Economy Will Likely Increase Online Shopping Given Mahlangu 20. Lockheed Martin: Geopolitical Chaos Is The Ultimate Tailwind For World's Largest Defense Contractor Pau Galindo Ortigosa 21. Sprouts Farmers Market: A Long-Awaited Chance At Redemption Shri Upadhyaya 22. Nebius Is My Number One Stock For 2026, But Not For The R...

Chesky_W/iStock via Getty Images BETA Technologies ( BETA ) is making steady progress getting all the necessary pieces in place for commercialization to take off. Already last quarter, management said during the earnings call that they were hitting some milestones ahead of schedule, such as the commercialization of their propulsion technology with sales to companies like Embraer Eve. In the latest call , CEO and Founder Kyle Clark shared that the eVTOL and Advanced Air Mobility Integration Pilot Program (eIPP) initiative should allow them to accelerate the business plan by at least one year. The program could allow certain commercial operations to start as soon as this summer with specific use cases, such as logistics and emergency medical transport. While revenue is likely to be modest, it further accelerates real-world testing, helping advance the certification efforts. BETA is expected to have flown a quarter of a million nautical miles by the end of 2026, double its current total. This would be a notable achievement, especially considering that it has already flown more miles than the rest of the electric aircraft industry combined. BETA is also leading in the creation of an electric aircraft charging network, which it has opened to competitors to avoid duplicating infrastructure. By opening the network to competitors, it also means it can earn money from rivals' flights. One of the things that gives us more confidence in the BETA story is the massive backlog backing its plans. The company described it as a "deposit backlog," as the orders are tied to some financial commitment. This shows the seriousness of the customers. BETA also appears to have significant negotiating power, as the payment structure is highly favorable to the company. In the third-quarter earnings call, CFO Herman Cueto explained the setup: [...] have set it up in a way where we get a deposit upon the firm order about a year before we begin manufacturing, we begin -- we get another deposit. A...

– YCANTH® net revenue grew 130% to $15.3 million in 2025, and selling, general and administrative expenses decreased by over 40%, when compared to 2024 – – Company earned $35.6 million in total revenue in 2025, up from $7.6 million in the prior year – – YCANTH dispensed applicator units grew 99% to 51,296 in 2025 versus 25,773 units in 2024 – Company is advancing VP-315, its novel oncolytic peptide, toward a Phase 3 program for basal cell carcinoma in 2026, further analysis supports abscopal effects and tumor size reduction in untreated lesions – – First patient dosed in the first Phase 3 study of YCANTH for the treatment of common warts in December 2025, and Company expects to initiate the second Phase 3 study in the US and Japan with Torii Pharmaceutical in mid-2026 – – Company gained alignment with the European Medicines Agency supporting a clear regulatory path forward to file for approval of YCANTH in the European Union without additional clinical studies – – Company has no outstanding debt and cash runway extended into the first quarter of 2027 – – Conference call scheduled for today at 8:30 am ET – WEST CHESTER, Pa., March 11, 2026 (GLOBE NEWSWIRE) -- Verrica Pharmaceuticals Inc. (“Verrica”) (Nasdaq: VRCA), a therapeutics company developing and commercializing medications for the treatment of dermatological diseases, including skin cancers, today announced financial results for the fourth quarter and full year ended December 31, 2025. “In 2025, Verrica successfully implemented a series of transformational changes that we believe have fundamentally improved the future growth and strategic value of our entire business,” said Jayson Rieger, PhD, MBA, President and Chief Executive Officer of Verrica. “Our focused and efficient commercial strategy allowed us to nearly double dispensed applicator units of YCANTH from the prior year while cutting selling, general and administrative expenses by over 40% over that same period. This February, we dispensed more applicat...

IRVINE, Calif., March 11, 2026 (GLOBE NEWSWIRE) -- iHerb , a leading global eCommerce retailer specializing in vitamins, minerals, supplements and other health and wellness products, today announced record financial and operational performance for fiscal year 2025, highlighted by generating $2.9 billion in net sales, up 19% year-over-year while significantly increasing profitability. Sales increased in 28 of iHerb’s top 30 countries, with growth across all regions and product categories, reflecting resilient global demand and continued market share gains. The company fulfilled more than 44 million orders during the year and served 15 million active customers worldwide. More customers are increasingly choosing iHerb as their preferred, trusted provider for their health and wellness needs – a trend supported by strong repeat purchase behavior and subscription adoption. “Our 2025 performance reflects disciplined execution and a clear focus on building a durable, high-quality global platform,” said Emun Zabihi, Chief Executive Officer of iHerb. “We enhanced customer trust by ensuring authenticity across our global assortment, and safeguarding product integrity through our climate-controlled fulfillment network. Additionally, we further optimized our operations and continued investing in the infrastructure and governance that support long-term sustainable profitable growth.” Deepening Customer Loyalty and Trust Customer engagement remained a defining strength in 2025. Approximately 80% of orders came from repeat customers, demonstrating deep loyalty and satisfaction. The company’s Net Promoter Score also increased to 88, reflecting continued improvements in delivery speed, product availability, and overall customer experience and trust. A key driver of that trust is iHerb’s commitment to authenticity and product integrity. The company sources products directly from manufacturers or authorized distributors and maintains a global network of climate-controlled facilities de...

Uber Technologies Inc. will let customers hail robotaxis from Amazon.com Inc. ’s Zoox, starting in Las Vegas this summer. The ridesharing giant has reached a multiyear agreement with Amazon’s autonomous driving unit, Uber and Zoox said Wednesday. Zoox vehicles also will be available on the Uber app in Los Angeles, starting next year. At launch, Uber riders will have the opportunity to match with a Zoox robotaxi on eligible trips. It’s the first time Zoox has partnered with a third party. Uber and Zoox didn’t disclose revenue-sharing details or say whether Uber customers would be charged a fare for riding in a Zoox vehicle. (Zoox currently doesn’t levy a fee.) On Tuesday, the National Highway Traffic Safety Administration announced the opening of a public comment period on the commercial launch of Zoox’s steering-wheel-free robotaxi, a key step toward launching paid rides. The market for autonomous ride-hailing and robotaxi services is heating up. Alphabet Inc. ’s Waymo has the widest network of commercial service and runs 24/7, charging a fare in half a dozen cities in the US. The company currently provides about 400,000 paid rides per week across the six cities. By contrast Zoox, acquired by Amazon in 2020, has been more cautious and careful to deploy a service on public streets. It has a purpose-built robotaxi with inward-facing seats and no steering wheel, pedals or other driver controls. Zoox already runs a limited driverless service on the Las Vegas strip and in San Francisco, while conducting trials in other US cities. Testing is done with retrofitted Toyota sport utility vehicles, with driver controls and often a safety driver behind the wheel. Zoox will continue to operate a service through its app in Las Vegas and, later Los Angeles, even after Uber starts offering rides. Uber already arranges Waymo rides on its app in Austin, Atlanta and Phoenix. But the ride-hailing giant also competes with Waymo, which has been expanding its own service into more US citi...

NVIDIA puts $2B into Nebius to build 5GW AI cloud by 2030 Stock Titan

RESTON, Va., March 11, 2026 /PRNewswire/ -- Leidos (NYSE: LDOS) will modernize the U.S. Air Force's Cloud One platform to accelerate the secure deployment of cloud capabilities. This program is designed to create a vehicle for modernization that can be deployed across the Department of War to help safeguard mission-critical systems and data and drive broader, faster adoption of cloud capabilities across the Air Force. Leidos is a Fortune 500 (r) innovation company. (PRNewsFoto/Leidos) Under the $454.9 million contract, Leidos will work with Amazon Web Services, Azure, Google Cloud Platform, and Oracle Cloud Infrastructure to transform the Air Force's multi-cloud environment. The improvements are designed to boost security, increase automation and simplify day-to-day operations, all while helping reduce costs and enabling Air Force teams to manage cloud operations faster and with greater confidence, making it easier for more units to adopt and scale cloud services. "Modernizing Cloud One helps the Air Force deploy mission-critical operations faster and defend them more effectively," said Steve Hull, president of Leidos' Digital Modernization. "It also creates a secure, repeatable cloud foundation that other Department of War organizations can adopt, helping to remove barriers to cloud adoption and enabling teams to move faster and more securely to help meet mission demands and maintain a strategic edge." By streamlining cloud processes and reducing complexity, the program is intended to accelerate cloud adoption across Air Force units worldwide, making it easier for them to move applications to the cloud, while strengthening cyber defenses and enhancing mission readiness. Leidos is a trusted partner in the Cloud One program, delivering innovative solutions that support the Air Force's transition to the cloud. This effort aligns fully with Leidos' NorthStar 2030 strategy and its focus on leading large-scale technology and cybersecurity innovation and modernization for...

BEIJING, March 11, 2026 /PRNewswire/ -- Baidu, Inc. (NASDAQ: BIDU; HKEX: 9888), a leading AI company with strong internet foundation, today announced the launch of DuClaw, a new zero-deployment service from Baidu AI Cloud that enables users to access the OpenClaw agent platform instantly. DuClaw is currently available through a web interface, with plans to support integration with enterprise collaboration platforms such as WeCom, DingTalk, and Feishu. The service includes a set of pre-built Baidu skills — such as Baidu Search, Baidu Baike and Baidu Scholar — allowing the agent to access trusted information sources directly. It also supports multiple mainstream foundation models — allowing users to select models that best match their needs. DuClaw provides fully managed service with ready-to-use OpenClaw setup hosted on Baidu AI Cloud's high-performance infrastructure. This zero-deployment approach significantly lowers the technical barrier to adoption by eliminating the need for users to select system images, configure servers, or connect model API keys. The launch marks the latest step in Baidu AI Cloud's efforts to simplify access to AI agent technology. In February, Baidu AI Cloud launched a Rapid Deployment Solution for OpenClaw, allowing developers to deploy the platform on Baidu AI Cloud infrastructure through a visual configuration interface. DuClaw advances this approach by eliminating the deployment process entirely. The company is now offering a limited-time promotion in March to encourage experimentation among developers and AI enthusiasts. First-time users can subscribe for just RMB 17.8 per month (approximately USD 2.50 per month). OpenClaw, an open-source agent platform, has garnered global developer interest in recent months. The system allows agents to retrieve information, coordinate workflows, and perform actions across applications. Despite the strong interest, environment configuration, model integration and system reliability have remained commo...

Target’s reputation falls in a year marked by tariffs and DEI controversy COPENHAGEN, Denmark, March 11, 2026--(BUSINESS WIRE)--Caliber, a stakeholder intelligence platform that helps organizations build and protect trust, released its annual U.S. Fortune 30 reputation ranking, with Costco, The Home Depot, and UPS named as the most trusted and liked companies in the U.S. In a year defined by rising costs and AI anxiety, these companies outpaced last year’s top-ranked Amazon among the country's largest publicly traded companies. Leading the pack, Costco increased its Trust & Like Score (TLS) from 78 in 2024 to 79 in 2025, bucking anticipated trends for big-box retailers in a year when the sector was hit hard by tariff-induced cost increases. Conversely, Target, one of the biggest year-over-year fallers in a year marked by boycotts against the company following walkbacks of its commitments to DEI, dropped three points from 72 in 2024 to 69 in 2025. Along with Target, Tesla and FedEx also saw a three-point drop in their TLS. "Costco’s rise to the top of the list likely reflects its commitment to putting its values into action and maintaining great customer experience in 2025, even as tariffs rocked the retail sector," said Caliber CEO Shahar Silbershatz. "Whereas Costco saw a rise in its reputation because business decisions continued to match the company’s stated values, Target faced significant consumer backlash and negative press after walking back the DEI commitments it had established as foundational to its mission and values. The effect of these two big box companies diverging in how they do (or do not) act on their values is evident in how key stakeholders think, feel, and act toward them." According to Caliber’s inaugural Stakeholder Intelligence Report, published last month, the rising cost of living topped the list of top global issues in 2025, with 35% of people worldwide citing it as a top force they believed would reshape society in the year ahead. AI (24%...

IBM认为市场低估了企业级应用的“复杂度”。 上月，Anthropic旗下AI编程工具Claude Code的亮相，在资本市场掀起巨浪，全球软件股应声大跌。一时间，“AI正在杀死软件”的论调甚嚣尘上。这是否意味着，软件行业，尤其是复杂的企业级软件领域，已经迎来了“DeepSeek时刻”？ “我觉得没有来。”IBM大中华区董事长、总经理陈旭东今日对第一财经记者回应。 他说，股价大跌时，其实很少有客户来问是怎么回事，因为市场低估了企业级应用的“复杂度”。他解释，真正的IT现代化，远非简单的代码重写或翻译。它是一个涉及硬件更迭、组织架构和业务流程现代化的庞大系统工程。以IBM拥有60年历史的主机为例，它的生命力恰在于硬件因供应链迭代而必须定期更新，软件也随之不断调整、适配的系统化节奏中。这个过程，客户早已习以为常。 为何这轮软件股会“受伤”？IBM中国科技事业部总经理侯淼对记者分析，资本市场的恐慌主要源于两个层面的推演：一是AI将大幅提升个体工作效率，使得企业不再需要那么多员工，进而减少对按人头付费的软件授权的购买数量，导致软件公司业务萎缩；二是AI工具足够强大，可能让一个十人小团队就能完成过去百人团队的工作，这意味着行业壁垒开始被打破。 侯淼承认“新闻效应”很大。他说现实情况是，包括IBM在内的大型软件公司，恰恰是这些先进AI工具最早、最大的使用者和受益者。IBM内部已有超过上万名开发人员在使用自家和合作伙伴的AI工具，全面应用于需求调研、代码生成、测试乃至产品文档撰写的整个研发生命周期。生产效率的革命性提升，不但没有导致裁员，反而将人力从重复性工作中解放出来，去开发更多新产品、开拓新赛道，极大地提升了企业的创新速度。因此，AI非但不是业务的终结者，反而是创新的“加速器”。 他表示，市场的恐慌情绪正在修复，从软件公司的财报基本面来看，未出现市场所担心的断崖式下滑。 IBM大中华区首席技术官翟峰透露，去年10月时，IBM已经将 Anthropic旗下 Claude模型系列 融入IBM软件产品，加速企业级 AI的开发进程。 他告诉记者，IBM收购的近30家公司里，几乎没有一家是纯粹的应用软件商。从收购红帽（RedHat）到最新的Confluent，IBM的战略始终是构建AI时代的基础设施。他打了一个生动的比方：“IBM没有去卷造车（开发大模型），而是在修路（打通底层架构）。...

自美以两国最初攻击伊朗以来，美国股市基本持稳。从冲突前夕到本周二收盘，道琼斯工业平均指数的跌幅不到3%。同期，标普500指数下跌1.4%，纳斯达克综合指数则基本持平。 法国巴黎资产管理（BNP Paribas Asset Management）旗下安盛投资管理公司（AXA IM）的核心投资首席投资官克里斯．伊戈（Chris Iggo）表示，美国股市的这种韧性表明，市场持续预期美国将迅速恢复霍尔木兹海峡的能源运输。 他说：“市场抱著一种近乎感性的期望，认为这场冲突很快会结束。” 眼下，除了伊朗冲突，还有其他力量在影响市场，例如，人工智能（AI）未来有望创造丰厚利润，这继续令投资者感到兴奋。 但伊戈表示，如果能源危机久拖不决，投资者最终将不得不面对企业盈利受冲击以及通胀走高的现实。 他说：“根据以往经验，旷日持久的石油冲击带来的问题在于，它们通常确实会导致经济增长大大放缓。” 责任编辑：刘明亮

Bowman Consulting Group ( BWMN ) announced over $3M in new contracts from Pathfinder Development for the Pathfinder-Tonopah critical minerals project in Nevada. The brownfield project targets redevelopment of historic copper, molybdenum, and silver resources into a modern operation supporting U.S. energy and defense supply chains, backed by an $896M letter of intent from the Export-Import Bank of the U.S. The company scope covers a definitive feasibility study, front-end engineering design, pilot plant planning for metallurgical testing, environmental remediation, and permitting support through late 2026. These build on prior engineering work, with potential for more services toward 2029 production. More on Bowman Consulting Bowman Consulting Group Ltd. (BWMN) Q4 2025 Earnings Call Transcript Bowman Consulting Group Ltd. 2025 Q4 - Results - Earnings Call Presentation Bowman Consulting outlines $495M–$510M 2026 revenue target following record backlog and RPT acquisition Bowman Consulting Non-GAAP EPS of $0.45 beats by $0.06, revenue of $128.96M misses by $0.16M Seeking Alpha’s Quant Rating on Bowman Consulting

越涨越要买？ 3月11日午后，老铺黄金（06181.HK）发布了年度预盈公告。2025年全年实现销售业绩约310亿元至320亿元，较2024年度增长约216%至227%；经调整净利润约50亿元至51亿元，较2024年度增长约233%至240%。 翻倍的业绩远高于之前不少机构的预期。此前高盛、花旗等对老铺去年的营收、净利给出的预期在260亿-270亿元，净利在47亿-48亿元的区间。 或受此消息影响，今日下午开盘，老铺黄金股价瞬间拉升近4%。截至发稿，老铺黄金涨2.35%，报收654港元。 头部效应明显，越涨越要买？ 老铺黄金公告称，收入和净利润增加的主要原因在于：集团品牌影响力持续扩大形成的市场绝对优势，带来线上线下店铺整体营收的大幅增长；集团产品的持续优化、推新迭代也保证了线上线下营收的持续高增长；此外，集团2025年新增门店10家，优化及扩容门店9家，产生增量营收贡献。 花旗银行在今日发布的一份研报中预计，这些新店及优化/扩店门店的全年贡献将在2026年继续带来可观增长。同时，该行认为老铺强劲的同店销售增长、新店开设和运营杠杆将支撑其盈利前景。 2025年，老铺黄金在一年里完成三次涨价，今年2月底完成2026年的首次涨价。数次调价后，店内多数货品的涨幅超过50%。 记者曾在去年和今年数次前往老铺门店探访，品牌几乎在每次涨价前都会掀起一轮排队热潮。而在涨价前，其门店、线上店铺的不少货品亦被抢购一空。 一份国金证券研报认为，终端消费者对老铺黄金已形成稳定的涨价预期。其产品价值包含三层结构：金价上行带动的材质价值、消费者认可的设计溢价，以及涨价行为本身强化的类奢侈品品牌认知。这种“越涨越买”的消费心理，与LV等奢侈品牌涨价前的抢购效应类似。 除了老铺，亦有其他一些定位高端，专注古法黄金的品牌也开始效仿。比如君佩近两年因其做工、款式走红，保持每年几次的涨价频率。记者注意到，今年3月9日涨价前，君佩多个产品在线上售罄。 在资深奢侈品从业人士、要客研究院院长周婷看来，国内一些近期受到高度关注的珠宝金饰品牌急于跳出“黄金售卖商”的基础定位，完成向正统奢侈品牌的跃迁，试图通过持续的价格拉升，对标并比肩欧美头部奢侈品牌的溢价水平。这种单纯依靠涨价冲高品牌定位的做法，或许能在短期内快速拉高品牌单价、制造“越涨越买”的市场热度，但长期来看，还是有待检验。 “真正的头部奢侈品牌，其核心...

“CHINA OWNER”船在目前通行海峡的非伊朗籍船舶中占比近半；包括多艘超大型油轮在内的中方滞留大型船舶，已进入波斯湾浅水海域锚地待命 2026年3月10日，霍尔木兹海峡。图：IC PHOTO 【财新网】 自美以伊开战后，霍尔木兹海峡商业航行陷入中断，随着战事趋向缓和，中国航运公司正为全面复航在作准备。 财新获悉，3月11日凌晨，中国籍散货船“润晨2号”从波斯湾向东通过霍尔木兹海峡进入阿拉伯海——这是3月1日海峡事实上封闭后，首艘通过的中国籍船舶，悬挂五星红旗。“润晨2号”隶属于江苏润昌海运有限公司，是一艘3.3万吨级的木材运输船。 当时与“润晨2号”一同驶出霍尔木兹海峡的，还有3艘散货船：南京金希普船舶管理有限公司旗下的5.7万吨级散货船“莱阳”号、香港Athena航运公司旗下的4.9万吨级散货船“HONESTAR”号，另有一艘顺昌船舶管理有限公司旗下的5万吨级散货船“RIVA GLORY”号从外海通过海峡进入波斯湾。后三艘虽非中国籍船舶，但运营实体为中资公司，因此它们过海峡时在“目的地”一栏标明为“CHINA OWNER”（中资所有）。

US stock futures churned before Wednesday’s bell as the conflict in the Middle East continued and crude topped $90 a barrel amid vessel attacks in the crucial Strait of Hormuz. S&P 500 Index futures wobbled between small gains and losses ahead of the New York open. Moves in Nasdaq 100 Index contracts were also muted after three vessels were struck with suspected projectiles in the Strait of Hormuz and Persian Gulf, the UK Navy said earlier. The attacks come as the International Energy Agency proposed a release of emergency oil reserves that would be the largest in history . “The oil reserve thing is psychological more than anything,” said Mark Malek , chief investment officer at Siebert Financial. “But psychology is most important for the markets right now — not just crude but also equities. Possibly even more important than bombs or barrels.” Brent crude rose 3.6% to $ 90.95 on Wednesday morning. Stocks have endured wild swings over the last few sessions as jittery traders reacted to headlines. Confusion swept across markets on Tuesday after an erroneous social media post claimed the US Navy had escorted an oil tanker through the Strait of Hormuz. Shares soared before turning negative. Tuesday’s action displayed investors’ concerns over spiking oil prices and fears that it could result in higher inflation as well as a hawkish turn from the Federal Reserve. Traders will get a fresh look at inflation with the consumer price index, which is expected later Wednesday morning. While the CPI “seems woefully out of date right now,” XTB’s Kathleen Brooks notes that it is “still worth watching.” Should headline inflation come in weaker than 2.4%, Brooks notes it would suggest price growth was in a “more favorable place before the oil price spike, which could cushion the economic blow from the war in the Middle East.” Also expected this week is a readout on the Fed’s preferred inflation gauge, the personal consumption expenditures price index. During the premarket session, Or...

甲骨文 股价周三盘前大涨约10%，原因是这家软件巨头乐观的收入预期缓解了人们对其 在人工智能基础设施上巨额支出的担忧 。 虽然甲骨文是云计算行业的后来者，但它很快就意识到了 人工智能的蓬勃发展， 迅速为Meta和OpenAI等客户建立了 配备高级处理器的数据中心。 尽管如此，该公司仍大量借贷，为数据中心的建设提供资金，这使其面临市场任何潜在下滑的风险。今年 2 月，该公司表示计划筹集高达 500 亿美元的债务和股权，以提高产能。 “我们认为围绕融资的争论不会很快消失。但重要的是，许多新的人工智能合同在结构上都是客户预付或自带硬件，这意味着甲骨文可以在不承担全部成本的情况下增加未来的收入承诺，”Hargreaves Lansdown的高级股票分析师马特-布里兹曼（Matt Britzman）说。 甲骨文的五年期信用违约掉期是衡量投资者对该公司违约投保费用的一个指标，周三早些时候的价格约为155个 基点。 本月早些时候，甲骨文债券的投保成本已 从一年前的约40个基点飙升 至约166个基点的纪录高位，反映出投资者对该公司信用风险的担忧。 剩余履约义务（RPO），这是未来合同收入的一个关键指标，第三季度该指标较上年同期猛增325%，达到5530亿美元。 “一句话，投资者仍然需要对GPU的aaS 业务提升盈利和自由现金流有更大的信心，” 摩根士丹利 分析师说。 甲骨文公司联合创始人兼执行董事长拉里-埃里森（Larry Ellison）消除了人们对新的人工智能编码工具影响的一些担忧，他说，这项技术不会削弱对甲骨文的需求，甲骨文正在利用这些工具创造新的软件产品。 对快速发展的人工智能工具可能颠覆软件和服务业的担忧，上个月重创了该行业的股票。今年迄今为止，该公司股价下跌了23%。 梅利厄斯研究公司（Melius Research）表示，虽然埃里森的这些评论非常可信，但甲骨文是否看到了可能发生的席位和定价变化的影响，还有待观察。 “我们认为投资者真正担心的不是甲骨文的SaaS启示录，而是与甲骨文云基础设施（OCI） 的执行、利润和融资相关的风险。” 甲骨文的股价是其12个月远期收益预期的19.17倍，而 微软 MSFT.O的股价是22.05倍。 责任编辑：刘明亮

在北京，櫻花最快三月底才盛開，有公園採用促培技術，讓民眾可以提前賞櫻，又首次展示螺螄粉味的櫻花。 冬天未過，但是這個「小櫻驛站」已春意盎然。北京最快三月底才會迎來，櫻花盛開，想看紫藤的話，更要等到四月。不過驛站提前將它們帶到訪客眼前。 河北旅客李女士稱：「室外肯定更多更好，室內培植的它比較早(開花)，比較珍惜，大家都想提前過來嚐鮮，覺得很溫馨，還是挺高興的。」 園方指研究促培技術已有16年，細節位要把握得好，才能成功。 玉淵潭公園高級工程師趙爽指出：「在北京冬天這個季節，環境條件是達不到開花條件的，用人工去調控它，自然花期需要的光，溫，濕這些環境條件都達到，模擬它花期最佳的開花條件，才能達到今天櫻藤同賞的盛事。」 為了帶來更好的觀賞效果，負責人指園方促培了多餘數量櫻花，平均三棵才有一棵獲選，可以展示出來。 園方今年還首次展出廣西特色小吃螺螄粉味的櫻花，是2014年在湖北野外，發現的華中櫻天然變異品種。 北京市民盧女士說：「是一股螺螄粉的味，有點微微的香和微微的臭，混在一起，比較奇特的味道，很有創意，比較新鮮。」 園方也希望藉這款有獨特味道的櫻花，增加民眾對國產櫻花品種的認識。 趙爽表示：「因為大家都知道，其實櫻花的園藝品種，可能日本把它定為國花很多，但是實際上我們國櫻的品種，它的野生種資源，都是來自於我們中國。」 園方指近兩年在野生資源中，研發了200多個園藝品種。

3月11日，软通动力与苏州工业园区签署战略合作框架协议。根据协议，双方将聚焦智能制造基地和国际业务总部开展深度合作。软通动力旗下智通国际将通过全方位升级打造智能制造基地和综合总部，同时将在园区设立国际业务总部、智能终端创新中心，园区将发挥资源整合优势，推动项目建设提速增效，提高企业跨境协同能力，助力拓展国际业务。合作还涵盖高端软件服务、产业生态协同等领域，引领带动产业集群发展。（人民财讯）

格隆汇3月11日｜美国中央司令部：美军继续对伊朗施加毁灭性打击。在伊朗打击了超过5500个目标，包括60多艘船只。昨晚袭击了一处大型弹道导弹工厂。显然，我们在伊朗大部分地区都有空中优势。太空部队正在帮助保护美军。

格隆汇3月11日｜伊朗伊斯兰革命卫队当地时间3月11日下午宣布发起“真实承诺4”行动第39波打击。革命卫队声明说，这波打击行动“旨在纪念多位遭袭身亡的伊朗高级指挥官”，针对美国在海湾及周边地区的多个军事目标实施打击。

Palestinians across the Gaza Strip fear for their health as piles of rubbish mixed with dirt and debris accumulate in the streets. Areas once filled with bustling markets are now covered with litter and there are limited resources to clear the waste Continue reading...

Monthly income above 12% sounds like a promise that usually comes with a catch. These three ETFs actually pay it, though each one earns that yield through a different mechanism, and each carries a different set of trade-offs worth understanding. KBWD: The Financial Sector Income Machine The Invesco KBW High Dividend Yield Financial ETF concentrates ... 3 ETFs Paying Between 12% and 14% That Actually Deliver For Retirees

格隆汇3月11日｜晶合集成在特定对象调研时表示，目前，55nm全流程堆栈式CIS芯片实现批量生产；55nm逻辑芯片实现批量生产；40nm高压OLED显示驱动芯片实现批量生产；28nm逻辑工艺平台完成开发。公司部分产品的代工价格已有所上调，后续公司将通过优化产品结构、提升运营效率、拓展应用领域等方式积极应对市场变化，并结合客户需求与市场动态，制定合理的定价策略。

Check out the companies making headlines before the bell. Oracle — Oracle shares jumped more than 9% after the cloud infrastructure company gave strong fiscal third quarter results and lifted its revenue guidance for fiscal 2027. Management lifted its fiscal 2027 revenue outlook up $1 billion to $90 billion. Analysts polled by LSEG sought $86.6 billion. AeroVironment — Shares of the drones maker fell 10% on the back of weak third-quarter results, specifically a hefty miss in revenue. AeroVironment reported adjusted earnings of 64 cents per share on revenue of $408 million for the period, which was less than the 69 cents per share on $476 million analysts were expecting, per LSEG. Cadre Holdings — Cadre, a maker of safety products, saw shares drop nearly 9%. The company reported fourth-quarter earnings of 27 cents per share, which significantly missed the 40 cents per share estimate from analysts surveyed by FactSet. Its revenue of $167.2 million also fell short of the $182.9 million forecasted. Nike — The stock ticked up 2% after Barclays upgraded the athleticwear maker to overweight, raising its price target to $73 from $64. "We are upgrading NKE to OW, focusing on recent operational progress, financial inflections, and management's disciplined actions," Barclays analysts wrote in the note. "While acknowledging ongoing risks, we believe the risk/reward profile has shifted favorably, making NKE an attractive tactical investment opportunity at this stage." Upstart Holdings — Shares added 3% after the artificial intelligence lending marketplace unveiled its plan to apply with federal banking regulators to establish a national insured financial institution, Upstart Bank. — CNBC's Pia Singh contributed reporting