If you've got $1,000 to invest, I think two stocks trading right around $200 a share look quite attractive. With that amount of money, you'd be able to buy five shares of one stock or split it up between the two. Let's look at two solid options to buy right now. Advanced Micro Devices Advanced Micro Devices (AMD 1.42%) has made waves recently, making two large deals to supply its graphics processing units (GPUs) to OpenAI and Meta Platforms. Both companies have agreed to purchase 6 gigawatts' worth of its artificial intelligence (AI) accelerators in data center infrastructure-related deals estimated to be worth more than $100 billion each. In return, AMD has agreed to offer both companies warrants in its stock based on deployment and its stock hitting a certain threshold price. While some have argued against AMD giving away warrants, this deal gets its foot in the door with two of the largest hyperscalers (owners of massive data centers) and incentivizes them to help boost its share price. Perhaps more importantly, it also sets it up to become a preferred supplier of data center central processing units (CPUs) to both companies. AMD is already the market leader in data center CPUs, but with this market set to explode as AI agent adoption increases, Nvidia is also looking to become a major player. AMD's deals with OpenAI and Meta are both offensive and defensive maneuvers that should position it for very strong growth in the years ahead. Expand NASDAQ : AMD Advanced Micro Devices Today's Change ( -1.42 %) $ -2.87 Current Price $ 199.20 Key Data Points Market Cap $325B Day's Range $ 194.90 - $ 203.70 52wk Range $ 76.48 - $ 267.08 Volume 1.4M Avg Vol 36M Gross Margin 45.99 % Amazon Another stock benefiting from AI is Amazon (AMZN +0.97%). The company is the cloud computing market share leader, and it is seeing its revenue growth accelerate as the need for compute and AI services skyrockets. Meanwhile, the company is looking to lean more into its own custom AI chips and...

据人大会议新闻中心公告，十四届全国人大四次会议将于2026年3月6日（星期五）下午3时，在梅地亚中心新闻发布厅举行记者会。 今日下午3时， 十四届全国人大四次会议举行经济主题记者会，邀请国家发展和改革委员会主任郑栅洁、财政部部长蓝佛安、商务部部长王文涛、中国人民银行行长潘功胜、中国证券监督管理委员会主席吴清就发展改革、财政预算、商务、金融证券等相关问题回答中外记者提问。 十四届全国人大四次会议 据央视新闻， 今日上午， 十四届全国人大四次会议各代表团举行全体会议，审查“十五五”规划纲要草案； 今日下午， 各代表团举行代表小组会议，审议政府工作报告，审查“十五五”规划纲要草案。 全国政协十四届四次会议 今日全天， 举行界别联组会议和小组会议。 上午 讨论政府工作报告，审议政协常委会工作报告； 下午 讨论“十五五”规划纲要草案，审议政协常委会工作报告。

Image source: The Motley Fool. Thursday, March 5, 2026 at 5 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Al White Chief Financial Officer and Treasurer — Brian Andrews Vice President, Investor Relations — Kim Duncan TAKEAWAYS Consolidated Revenue -- $1.024 billion, up 6.2% with organic growth of 2.9%. -- $1.024 billion, up 6.2% with organic growth of 2.9%. CooperVision Revenue -- $695 million, representing 7.6% growth; organic growth reached 3.3%. -- $695 million, representing 7.6% growth; organic growth reached 3.3%. CooperSurgical Revenue -- $329 million, a 3.3% increase; organic growth was 2.2%. -- $329 million, a 3.3% increase; organic growth was 2.2%. Operating Margin -- Improved, with a 26.9% margin and operating income up 13.9% year over year. -- Improved, with a 26.9% margin and operating income up 13.9% year over year. Gross Margin -- 68.1%, attributed to a lighter mix of low-margin Asia Pac revenue at CooperVision; excluding tariffs, gross margin would have been flat compared to last year. -- 68.1%, attributed to a lighter mix of low-margin Asia Pac revenue at CooperVision; excluding tariffs, gross margin would have been flat compared to last year. Non-GAAP Earnings Per Share -- $1.10, up 20%, with approximately 197 million shares outstanding. -- $1.10, up 20%, with approximately 197 million shares outstanding. Free Cash Flow -- $159 million, supporting capital allocation initiatives. -- $159 million, supporting capital allocation initiatives. Capital Deployment -- $92 million used to repurchase 1.1 million shares; $50 million final payment for 2023 Cook acquisition; remaining cash used to reduce net debt to $2.4 billion. -- $92 million used to repurchase 1.1 million shares; $50 million final payment for 2023 Cook acquisition; remaining cash used to reduce net debt to $2.4 billion. Term Loan Extension -- Amended $950 million of $1.5 billion due December 2026, extending maturity to February 2031; $550 million balance will be repaid at m...

(RTTNews) - The Malaysia stock market headed south again on Monday, one session after ending the four-day losing streak in which it had retreated more than 35 points or 2.1 percent. The Kuala Lumpur Composite Index now rests just above the 1,550-point plateau and the losses may accelerate on Tuesday. The global forecast for the Asian markets is negative, thanks to concerns over tariffs and how they affect the outlook for interest rates. The European and U.S. markets were down and the Asian bourses figure to follow that lead. The KLCI finished slightly lower on Monday following losses from industrials and mixed performances from the telecoms and financials. For the day, the index dipped 3.29 points or 0.21 percent to finish at 1,553.63 after trading between 1,546.68 and 1,556.74. Among the actives, 99 Speed Mart Retail jumped 1.80 percent, while Axiata dropped 0.45 percent, Celcomdigi advanced 0.53 percent, CIMB Group lost 0.25 percent, Gamuda soared 2.48 percent, IHH Healthcare was up 0.14 percent, Maxis shed 0.29 percent, Maybank sank 0.39 percent, MISC rallied 1.24 percent, MRDIY retreated 1.79 percent, Nestle Malaysia fell 0.20 percent, Petronas Chemicals plummeted 5.16 percent, PPB Group stumbled 2.01 percent, Press Metal rose 0.20 percent, Public Bank collected 0.23 percent, QL Resources climbed 1.09 percent, RHB Bank dipped 0.16 percent, Sime Darby plunged 3.11 percent, Telekom Malaysia slumped 0.91 percent, Tenaga Nasional was down 0.15 percent, YTL Corporation tumbled 1.57 percent, YTL Power tanked 2.56 percent and IOI Corporation, Kuala Lumpur Kepong, SD Guthrie, Sunway and Petronas Gas were unchanged. The lead from Wall Street is soft as the major averages opened under water again on Monday and largely stayed that way, although they climbed up off session lows. The Dow dropped 122.75 points or 0.28 percent to finish at 44,421.91, while the NASDAQ stumbled 235.49 points or 1.20 percent to close at 19,391.96 and the S&P 500 sank 45.96 points or 0.76 percent ...

Pregnant women in ERs took less Tylenol after Trump autism warning toggle caption Francis Chung/Politico/Bloomberg via Getty Images President Trump told pregnant women in September 2025 to avoid Tylenol because taking it would increase their babies' risk of autism: "Taking Tylenol is not good — I'll say it: It's not good." Doctors and scientists quickly said the data didn't support the president's claim, but emergency room orders for Tylenol, or acetaminophen, for pregnant patients went down 10% in the months that followed, according to a new study in The Lancet. There was no change in the acetaminophen orders for comparable women who weren't pregnant. "It happened overnight," says Dr. Jeremy Faust, an emergency physician at Brigham and Women's Hospital in Boston who led the study. The president's words "had an immediate impact on how much Tylenol or acetaminophen was being ordered in emergency departments." Sponsor Message It's not clear from the study whether patients declined to take Tylenol or doctors prescribed it less. Faust says it's probably some combination of the two. "This is thousands of women not getting pain control or not getting fever reduction when they need it, when they want it, when they would benefit from it," Faust says. The study was limited to emergency department visits and didn't account for women considering Tylenol at home. The data came from electronic health records from more than 1,600 hospitals. Dr. Caleb Alexander, an epidemiology professor at Johns Hopkins Bloomberg School of Public Health, says the response to Trump's White House announcement didn't surprise him. "Words matter," he says. "And when they come from someone with as big an audience as the president of the United States, they can change prescriber and patient behavior." Still, he says it's reassuring that the study found Tylenol use was returning to normal by December. He says it usually takes more than a single event to change prescribing patterns long term. Although th...

Gold steadied after losing more than 1% in the previous session, pressured by a stronger US dollar as the war in the Middle East showed no signs of abating. Bullion was near $5,090 an ounce in early trading, while a gauge of the US currency rose 0.4% on Thursday and US Treasuries fell for a fourth day, lifting yields to the highest in several weeks. That came as the US-Israeli war with Iran sent oil prices surging and prompted traders to trim bets on the Federal Reserve cutting interest rates. A stronger dollar and higher borrowing costs are both typically negative for bullion. Global markets remained on edge as the war entered its seventh day. Iran launched a barrage of missiles and drone strikes across the Gulf region on Thursday evening, hitting an oil refinery in Bahrain, while Israel continued airstrikes on Tehran and the US suspended operations at its embassy in Kuwait. Spot gold edged up 0.2% to $5,093.63 an ounce as of 7:24 a.m. in Singapore. Silver rose 0.3% to $82.47. Platinum and palladium advanced.

一份文件显示，美国官员正在讨论一项新的人工智能芯片出口监管框架，并考虑要求外国投资美国人工智能数据中心或提供安全保障，以此作为允许大量芯片出口的条件。 这些规则尚未最终确定，并且可能会有所改变。这将是自特朗普政府宣布撤销其前任所谓的AI扩散规则以来，首次尝试规范人工智能芯片流向美国盟友和伙伴的行为。这些规则旨在将大量的人工智能基础设施建设留在美国，并将大部分采购引导至少数几家美国云计算公司。 一份文件显示，即使是芯片数量少于1000颗的小型芯片安装项目也可能需要许可证。文件指出，要获得豁免，芯片出口商（例如英伟达或 AMD ）必须对其进行监控，而接收方则必须同意使用一种软件，以防止芯片与其他芯片连接形成更大的“集群”（人工智能行业用“集群”一词来描述大量芯片）。 美国商务部在社交媒体平台 X 上发表声明，证实正在讨论新的规则，但表示这些规则不会与前任政府提出的“繁琐、过度且灾难性”的框架类似。 美国商务部表示，将效仿此前向沙特和阿联酋出口美国芯片的模式，这两个国家都已同意在美国进行投资。 美国商务部写道：“商务部致力于促进美国技术的安全出口。我们通过与中东达成的历史性协议成功推进了出口，目前政府内部正在就正式确立这一模式进行讨论。” 责任编辑：于健 SF069

Key Points U.S. officials are considering regulations that would require government approval to ship AI chips anywhere outside the country. The rules would establish a tiered licensing system, with a cursory review for small deployments and strict certification for large deployments. The last round of export controls with China was costly for Nvidia, and sales to the country have yet to resume. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) have been among the leading providers of the specialized processors used for artificial intelligence. These graphics processing units (GPUs) were originally designed to speed up graphics in video games -- hence the name. However, these semiconductors proved equally adept at accelerating AI processing, which sent demand for the chips soaring, due to the rising adoption of AI. However, proposed regulations by the Trump administration could mark a major setback for the advancement of AI. 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 » Nvidia's Santa Clara headquarters at dusk. Image source: Nvidia. Let me see your license and registration U.S. officials are considering rules that would require Nvidia, AMD, and others to obtain government approval before shipping any AI chips outside the country, according to a report by Bloomberg. The proposed regulations would require companies to request approval from the U.S. Department of Commerce for the export of any chips designed for AI. Once the approval process was complete, licenses would be issued permitting the shipment of these AI accelerators. The rules would go further, instituting a tiered licensing system based on the size of the deployment. Smaller shipments of 1,000 GPUs or less would be subject to a cursory review; medium-sized deployments would require pr...

兩項大滿貫得主迪甘比奧，出戰LIV高爾夫香港站前在維港挑戰離岸一桿入洞。 一片小型球場，由渡輪拖出維多利亞港海域，目標就是大海中的這一片「綠州」。來自美國的兩項大滿貫得主迪甘比奧，準備好挑戰。 兩項大滿貫得主迪甘比奧表示︰「我不能相信有機會可挑戰。我們要挑戰一桿入洞，將高爾夫球打進維港的船上。」 迪甘比奧在尖沙咀岸上揮桿，要打入距離約100碼的洞內。他在一小時內打了約300球，上到果嶺，但與洞口仍有距離。他說這項挑戰很有趣，雖然挑戰不成功，但不斷嘗試，正正是高爾夫的魅力所在。這球最接近了。這日無緣一桿入洞，正式比賽繼續嘗試吧。 今屆LIV香港站57位球手參加，總獎金三千萬美元、折合約2.35億港元。

Expand NASDAQ : AVGO Broadcom Today's Change ( 4.89 %) $ 15.54 Current Price $ 333.07 Key Data Points Market Cap $1.5T Day's Range $ 323.05 - $ 336.04 52wk Range $ 138.10 - $ 414.61 Volume 2.6M Avg Vol 31M Gross Margin 64.71 % Dividend Yield 0.76 % Broadcom (AVGO +4.89%), a provider of semiconductor devices and infrastructure software, closed Thursday at $332.6, up 4.75%. The stock moved higher after premarket earnings and guidance highlighted accelerating AI-driven revenue growth. Investors are now assessing whether demand for AI infrastructure can support Broadcom’s long-term sales targets. The company’s trading volume reached 50.1 million shares, which is about 62% above compared with its three-month average of 31 million shares. Broadcom went public in 2009 and has grown 20431% since its IPO. How the markets moved today S&P 500 (^GSPC 0.56%) slipped 0.56% to 6,830, while the Nasdaq Composite (^IXIC 0.26%) eased 0.26% to 22,749. Within semiconductors, industry peers Nvidia (NVDA +0.10%) closed at $183.34 (+0.16%) and Qualcomm (QCOM 1.20%) finished at $137 (-1.80%), reflecting mixed reactions to evolving AI and data center demand. What this means for investors Broadcom’s latest results reinforced how central artificial intelligence has become to its growth strategy. The company reported fiscal first-quarter revenue growth of roughly 29% year over year, with AI-related semiconductor demand driving much of the increase and supporting the stock’s post-earnings rally. Executives projected that AI chip revenue could exceed $100 billion by 2027, positioning Broadcom as a key supplier of custom silicon and networking components used in large-scale data centers. Beyond growth, Broadcom signaled confidence in its cash generation by announcing a new $10 billion share repurchase program earlier this week, providing an additional lever to support per-share earnings as the company expands its AI business. Investors will be watching whether AI capital spending from major cloud ...

Broadcom (NASDAQ:AVGO), a provider of semiconductor devices and infrastructure software, closed Thursday at $332.6, up 4.75%. The stock moved higher after premarket earnings and guidance highlighted accelerating AI-driven revenue growth. Investors are now assessing whether demand for AI infrastructure can support Broadcom’s long-term sales targets. The company’s trading volume reached 50.1 million shares, which is about 62% above compared with its three-month average of 31 million shares. Broadcom went public in 2009 and has grown 20431% since its IPO. How the markets moved today S&P 500 (SNPINDEX:^GSPC) slipped 0.56% to 6,830, while the Nasdaq Composite (NASDAQINDEX:^IXIC) eased 0.26% to 22,749. Within semiconductors, industry peers Nvidia (NASDAQ:NVDA) closed at $183.34 (+0.16%) and Qualcomm (NASDAQ:QCOM) finished at $137 (-1.80%), reflecting mixed reactions to evolving AI and data center demand. What this means for investors Broadcom’s latest results reinforced how central artificial intelligence has become to its growth strategy. The company reported fiscal first-quarter revenue growth of roughly 29% year over year, with AI-related semiconductor demand driving much of the increase and supporting the stock’s post-earnings rally. Executives projected that AI chip revenue could exceed $100 billion by 2027, positioning Broadcom as a key supplier of custom silicon and networking components used in large-scale data centers. Beyond growth, Broadcom signaled confidence in its cash generation by announcing a new $10 billion share repurchase program earlier this week, providing an additional lever to support per-share earnings as the company expands its AI business. Investors will be watching whether AI capital spending from major cloud providers and enterprise customers continues to accelerate, and whether Broadcom can execute against its ambitious multiyear target of more than $100 billion in AI chip revenue by 2027. Should you buy stock in Broadcom right now? Before yo...

Key Points Equinox Partners sold 355,000 shares of Eldorado Gold Corporation; the estimated transaction value was $10.63 million based on quarterly average prices. Meanwhile, the quarter-end position value decreased by $8.16 million, reflecting both trading activity and stock price changes. The post-transaction stake stood at 297,546 shares valued at $10.69 million. The position now represents 5.58% of AUM, placing it outside the fund's top five holdings. 10 stocks we like better than Eldorado Gold › On February 17, 2026, Equinox Partners Investment Management reported selling 355,000 shares of Eldorado Gold Corporation (NYSE:EGO), an estimated $10.63 million trade based on quarterly average pricing. What happened An SEC filing dated February 17, 2026, shows Equinox Partners Investment Management reduced its holdings in Eldorado Gold Corporation (NYSE:EGO) by 355,000 shares during the fourth quarter of 2025. The estimated trade value was $10.63 million, based on the mean unadjusted closing price for the quarter. The value of the Eldorado Gold position at quarter-end fell by $8.16 million, reflecting both share sales and price movement. What else to know The fund’s post-trade stake in Eldorado Gold Corporation now stands at 297,546 shares, worth $10.69 million, or 5.58% of its 13F AUM. This places the position outside the fund’s top five holdings. Top five holdings after the filing: NYSEMKT:GAU: $35.19 million (18.4% of AUM) NYSEMKT:GTE: $27.06 million (14.1% of AUM) NYSEMKT:ITRG: $23.69 million (12.4% of AUM) NYSEMKT:PSLV: $21.57 million (11.3% of AUM) NYSEMKT:NEWP: $19.78 million (10.3% of AUM) As of February 17, 2026, shares of Eldorado Gold Corporation were priced at $45.33, up about 200% over the previous year and vastly outperforming the S&P 500’s roughly 16% gain in the same period. Company overview Metric Value Price (as of market close 2026-02-17) $45.33 Market capitalization $9.15 billion Revenue (TTM) $1.8 billion Net income (TTM) $507 million Company snap...

Defense stocks are rallying on Monday after the attacks carried out by the U.S. against Iran over the weekend. Multiple members of Congress are among the shareholders of several of the top-performing defense stocks on Monday. Defense Stocks Rise Monday Shares of Lockheed Martin Corp and RTX Corp hit all-time highs on Monday after the U.S. attacked Iran. President Donald Trump signaled that the attacks could last for "four to five weeks" and that the "big wave" attack is still to come, comments that are sending defense stocks higher. Palantir Technologies, a key company contracted by the U.S. government and military agencies, is also seeing shares trade higher Monday, up 6.5%. Don't Miss: Fast Company Calls It a ‘Groundbreaking Step for the Creator Economy' — Investors Can Still Get In at $0.85/Share Put professional stock research to work in a single ETF — explore Motley Fool Asset Management's factor-based funds. Here's a look at the Congress members who own shares of these three stocks. Congress Members Who Own Lockheed Martin (LMT) Stock Here are the members of Congress who bought LMT stock in 2025 and likely still own shares, as shared by the Benzinga Government Trades page. Rep. Gil Cisneros (D-Calif.) Dec. 19, 2025 : Sold $1,000 to $15,000 Nov. 18, 2025 : Bought $1,000 to $15,000 Aug. 5, 2025 : Bought $1,000 to $15,000 May 30, 2025 : Sold $1,000 to $15,000 April 29, 2025: Bought $1,000 to $15,000 Rep. Jared Moskowitz (D-Fla.) April 7, 2025: Bought $1,000 to $15,000 Rep. Carol Devine Miller (R-W.Va.) March 10, 2025: Bought $1,000 to $15,000 Rep. Scott Franklin (R-Fla.) Feb. 18, 2025 : Bought $1,000 to $15,000 Feb. 18, 2025 : Bought $1,000 to $15,000 Feb. 18, 2025: Bought $15,000 to $50,000 Congress Members Who Own RTX Corp (RTX) Stock Here are the members of Congress who bought RTX stock in 2025 and 2026 and likely still own shares, as shared by the Benzinga Government Trades page. Rep. Gil Cisneros (D-Calif.) Jan. 9, 2026: Bought $1,000 to $15,000 Sen. Markway...

韩国央行周五公布的数据显示，受半导体行业周期性增 长和 强劲出口的推动，韩国1月份经常账户顺差创下历史第五高。 韩国央行的数据显示，1月份韩国经常账户顺差总额为132.6亿美元，低于12月份的187亿美元。 然而，与去年同期相比，这一数字飙升了397.4%，为有记录以来第五高的月度顺差。 自2023年5月以来，韩国每个月都实现了经常账户顺差，是该国历史上第二长的连续顺差纪录。 责任编辑：于健 SF069

Hong Kong can reinforce its role as an international financial centre by deepening integration with mainland capital markets and expanding cross-border investment channels, financial industry leaders said on Thursday during China’s annual “ two sessions ”. Stronger collaboration between Hong Kong and mainland exchanges would enhance the resilience of the mainland’s financial system while supporting the internationalisation of the yuan, said Tan Yueheng, permanent honorary president of the Chinese Securities Association of Hong Kong. Hong Kong’s strong market performance last year underscored growing connectivity between mainland and Hong Kong markets, said Tan, who made remarks in a sideline interview during the annual meetings of the National Committee of the Chinese People’s Political Consultative Conference (CPPCC) and the National People’s Congress (NPC) in Beijing. Tan is a member of the CPPCC and former chairman of Bocom International. Advertisement On Thursday morning, Premier Li Qiang said in the latest government work report that capital markets had stabilised and rallied amid a mix of policies in 2025. China would continue to deepen the reform of investment and financing in capital markets this year, he added. Hong Kong’s capital markets had one of their strongest years in recent times in 2025, with robust secondary-market trading and a resurgence in initial public offerings (IPOs), Tan said. The city’s exchange claimed the top global ranking for IPO fundraising last year, with 119 listings raising a total of HK$285.8 billion (US$37 billion), helped by listings from mainland technology and innovation companies. Advertisement As of the end of February, the exchange had a robust IPO pipeline with 488 active listing applications.

On February 17, 2026, Sophron Capital Management disclosed a new position in Rexford Industrial Realty (REXR 1.07%), acquiring 185,944 shares worth $7.20 million. What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Sophron Capital Management initiated a new position in Rexford Industrial Realty (REXR 1.07%) by acquiring 185,944 shares. The quarter-end value of the new stake was $7.20 million. What else to know The new stake represents 2.3% of Sophron's 13F reportable assets under management as of December 31, 2025. Top holdings following the filing: NYSE:ADC: $21,737,357 (7.0% of AUM) NYSE:ESS: $20,172,650 (6.5% of AUM) NYSE:EQR: $18,144,488 (5.8% of AUM) NYSE:MTH: $15,997,559 (5.1% of AUM) NYSE:FCPT: $15,526,413 (5.0% of AUM) As of Thursday, REXR shares were priced at $36.91, down about 11% over the past year and underperforming the S&P 500’s roughly 16% gain in the same period. Company overview Metric Value Price (as of Thursday) $36.91 Market Capitalization $9 billion Revenue (TTM) $1 billion Company snapshot Rexford Industrial Realty owns and operates industrial properties, generating revenue primarily from leasing space across properties in Southern California. The firm operates as a real estate investment trust (REIT), earning income from property rentals and property management fees. It targets tenants seeking industrial space in high-demand Southern California infill markets. Rexford Industrial Realty is a leading industrial REIT focused on infill markets in Southern California, managing a large portfolio of high-occupancy properties. The company leverages its scale and local expertise to deliver stable rental income and capitalize on supply-constrained markets. Its strategy centers on acquiring, operating, and managing industrial assets to meet the needs of logistics and distribution tenants in one of the nation’s most dynamic industrial regions. What this transaction means for investors Industrial real esta...

Key Points Nvidia recently invested $5 billion in this AI company. As AI chip leader, Nvidia is in the right spot to identify other potential winners. These 10 stocks could mint the next wave of millionaires › Nvidia (NASDAQ: NVDA) is the name most of us think of when we think of artificial intelligence (AI). The company dominates the AI chip market with top products such as its Blackwell and Blackwell Ultra platforms, and these have led to explosive earnings growth. But this tech giant isn't just a major player in the AI landscape; it's also an investor in other AI companies. Nvidia is ideally positioned to do this as it has visibility on what's happening in the AI market and what's to come. 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 » Nvidia recently reported its latest stock trades, those from the fourth quarter of last year, and as part of that, we now know the name of the company's biggest holding. Is it a buy? Let's find out. A $5 billion investment Which stock am I talking about? It actually could be considered a competitor of Nvidia since this company, too, offers AI chips. I'm referring to Intel (NASDAQ: INTC). Nvidia made a $5 billion investment in Intel's common stock, picking up 214,776,632 shares. The company originally announced its intention to do this back in September, but launched the purchase in the fourth quarter after receiving regulatory approvals. Now, Intel is the biggest holding in Nvidia's $13.1 billion investment portfolio, and it's clear that this move could be a very good one for both companies. As part of the deal, the companies will work to connect their architectures to leverage the strengths of each. For example, Intel will build custom central processing units (CPUs) for data centers to integrate with Nvidia's platforms. And Intel will include Nvidia's RTX grap...

美國總統特朗普宣稱擁有「近乎無限」的關鍵武器供應，伊朗國防部則反駁其「抵抗敵人的能力」將超乎美國預期。雖然武器庫存非決定戰局的唯一因素，但在這場高強度對抗中，其影響力不容忽視。 自衝突爆發以來，雙方作戰節奏極快，武器消耗速度勢必超越生產補給。英國廣播公司引述位於特拉維夫的國家安全研究所估計，美以聯盟已實施超過二千次空襲，每次行動均投放大量彈藥；伊朗方面則指發射了571枚導彈及1,391架無人機，多數遭攔截。戰事若持續拖延，雙方維持當前作戰強度的難度將與日俱增。 ▌ 伊朗攻勢明顯減弱 英國廣播公司報道，西方官員觀察到，伊朗的導彈發射量已由衝突首日的數百枚，銳減至目前的數十枚。戰前情報推測，伊朗擁有逾二千枚短程彈道導彈庫存，但確切數字屬軍事機密。有美國官員透露，截至周三，伊朗的彈道導彈發射量較上周六戰事爆發當日已下降86%。美國中央司令部更指，單在過去24小時內，相關數字再減23%。 外界普遍相信，伊朗在戰前已量產數以萬計的「見證者」自殺式無人機，相關技術甚至輸出至俄羅斯，用於烏克蘭戰場。然而，美方指出，伊朗的無人機發射量自開戰以來亦下跌了73%，顯示其維持高強度作戰能力正面臨嚴峻考驗。儘管此顯著下滑或為伊朗刻意保存實力的策略，但在持續空襲下，維持武器生產將愈發困難。 當前，美以戰機已全面掌握伊朗上空制空權，伊朗大部分防空系統被摧毀，空軍力量名存實亡。美國中央司令部表明，下一階段將重點獵殺伊朗的導彈和無人機發射器、摧毀其武器庫存及相關生產設施。對美以聯盟而言，削弱伊朗的作戰能力或許較前容易，但要完全肅清其隱蔽於廣袤國土（面積為法國三倍）的武器庫存，難度極高。 英國廣播公司指出，近期戰例亦顯示空戰的局限：以色列歷經逾三年對加沙的密集轟炸，仍未徹底瓦解哈馬斯；也門胡塞武裝在美軍長達一年的空襲下，部分軍事能力依然得以保存。 ▌ 美軍資源壓力浮現 作為全球最強軍事力量，美國的常規武器庫存底蘊深厚，但其作戰高度依賴產量有限的昂貴精確制導武器。據報特朗普計劃本周稍後會見國防承包商，敦促其加快生產進度，此舉側面反映出即使美國的資源亦面臨繃緊壓力。 隨著美軍能更自由地在近距離執行任務，部分壓力或已紓緩。英國廣播公司引述前美國海軍陸戰隊上校坎西安分析，完成初期遠程打擊後，美軍現可動用更經濟的彈藥，此種作戰模式幾乎可「無限期」維持。隨著戰事推進，可打擊目標減少，作戰節奏亦將自然放緩。 然而...

Nvidia (NVDA +0.10%) is the name most of us think of when we think of artificial intelligence (AI). The company dominates the AI chip market with top products such as its Blackwell and Blackwell Ultra platforms, and these have led to explosive earnings growth. But this tech giant isn't just a major player in the AI landscape; it's also an investor in other AI companies. Nvidia is ideally positioned to do this as it has visibility on what's happening in the AI market and what's to come. Nvidia recently reported its latest stock trades, those from the fourth quarter of last year, and as part of that, we now know the name of the company's biggest holding. Is it a buy? Let's find out. A $5 billion investment Which stock am I talking about? It actually could be considered a competitor of Nvidia since this company, too, offers AI chips. I'm referring to Intel (INTC +0.78%). Nvidia made a $5 billion investment in Intel's common stock, picking up 214,776,632 shares. The company originally announced its intention to do this back in September, but launched the purchase in the fourth quarter after receiving regulatory approvals. Now, Intel is the biggest holding in Nvidia's $13.1 billion investment portfolio, and it's clear that this move could be a very good one for both companies. As part of the deal, the companies will work to connect their architectures to leverage the strengths of each. For example, Intel will build custom central processing units (CPUs) for data centers to integrate with Nvidia's platforms. And Intel will include Nvidia's RTX graphics processing unit (GPU) chiplets in its systems for personal computers. Both companies may benefit So, to put it simply, Nvidia will benefit from Intel's CPU expertise and position in the PC market, while Intel will get a boost in the data center market. But does this make Intel a buy? Intel, a giant in the CPU market, has struggled to gain ground in AI. The company fell behind early on, making it very difficult to catch up, ...

In this article NVDA AMD Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 1:25 01:25 What Jim Cramer thinks of the move in enterprise software stocks Mad Money with Jim Cramer CNBC's Jim Cramer said Thursday the stock market looks poised to be stuck in a holding pattern as the conflict in the Middle East continues and other sources of uncertainty crop up. "Until then, the bottom line is we have to face the fact that the market's in limbo," Cramer said on "Mad Money." "I hate limbo, but I accept that there's always a lot of limbo in 2026 so far and we need to learn to live with it if we're ever gonna get to the promised land of higher prices. And you've got to stay in if you want to get there too." Cramer's comments came on the heels of a volatile session on Wall Street. The S&P 500 fell 0.5% after a brief reprieve during Wednesday's session that sent the broad-market index 0.8% higher. At its lows Thursday, the S&P 500 was down by roughly 1.4%. The Dow Jones Industrial Average and Nasdaq Composite also closed lower, albeit off their lows. Stocks struggled in the face of surging oil prices Thursday, with U.S. crude surpassing $80 a barrel as the U.S.-Iran war caused traders to fear a prolonged disruption to global fuel supplies. Oil was much more tame in Wednesday's session when stocks rallied. "It's easy to see how this happened, though," Cramer said. "Earlier this week, Wall Street figured the war with Iran wouldn't do too much economic damage, but today the price of [West Texas Intermediate] crude shot up above $80 again. … This kind of action is just too hard for people and they're selling even though I'm telling you you shouldn't. Stay in." Cramer said making matters worse for investors is the potential for more restrictive artificial intelligence chip export policies. On Thursday, Bloomberg reported that the Trump administration is drafting a plan that would give the U.S. government more control over these chip exports. The rules would potentiall...

2026年全国两会期间，全国政协委员、中国广核（003816）集团有限公司董事长杨长利接受采访表示，“十五五”时期，中广核将以核能为特色，深入践行“风光水核并举”部署，推动各类清洁能源（850101）协同发展，为能源（850101）强国建设注入持久绿色动能。杨长利表示，能源（850101）强国的核心要义是能源（850101）的保障，供应能力强是根本和前提。其中安全可靠是基础，能源（850101）从生产到使用都应该是安全可靠的；绿色低碳是方向，发展对环境友好的能源（850101），推动能源（850101）结构绿色低碳转型；经济高效是关键，以最优化综合成本实现可靠供电；自主可控是保障，牢牢掌握关键核心技术，实现能源（850101）领域自立自强。(人民财讯)

韩国政府周五公布的数据显示，2月份韩国消费者物价指数（CPI）同比上涨2%，与前持平，恰好达到通胀目标。 据韩国统计部称，这是自去年8月以来最小的同比涨幅，当时的涨幅为1.7%。 这也是韩国通胀率连续第二个月达到韩国央行2%的目标。 责任编辑：于健 SF069

Image source: The Motley Fool. Thursday, March 5, 2026 at 5 p.m. ET Call participants Chief Executive Officer and Co-Founder — Sanjit Biswas Chief Financial Officer — Dominic Phillips Vice President, Investor Relations — Mike Chang Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Annual recurring revenue (ARR) -- $1.9 billion, increased 30% year over year with sequential acceleration at scale. -- $1.9 billion, increased 30% year over year with sequential acceleration at scale. Net new ARR -- $432 million for the year and $145 million for the quarter, up 21% and 33% year over year, respectively. -- $432 million for the year and $145 million for the quarter, up 21% and 33% year over year, respectively. $100K+ ARR customers -- 3,194 customers, up by 204 this quarter and 37% year over year, driving 61% of total ARR, compared to 58% last year and 56% two years ago. -- 3,194 customers, up by 204 this quarter and 37% year over year, driving 61% of total ARR, compared to 58% last year and 56% two years ago. $1 million+ ARR customers -- 56% year-over-year ARR growth, with a quarterly record of 131 net new ACV transactions in this category. -- 56% year-over-year ARR growth, with a quarterly record of 131 net new ACV transactions in this category. Multiproduct adoption -- 96% of $100K+ ARR customers used two or more products, and 69% used three or more; top deals frequently featured three-plus products. -- 96% of $100K+ ARR customers used two or more products, and 69% used three or more; top deals frequently featured three-plus products. Emerging products -- Contributed 23% of Q4 net new ACV, up from 8% in Q2 and 20% in Q3; now over $100 million in ARR. -- Contributed 23% of Q4 net new ACV, up from 8% in Q2 and 20% in Q3; now over $100 million in ARR. Asset tags segment -- Asset tags ending ARR more than tripled year over year; largest-ever deal signed in Q4 with Total Safety, covering over 250,000 assets. -- Asset tags ending ARR more than tripled ye...

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 地缘冲突推升油价，引发投资者对通胀的担忧。市场等待非农数据。美股全线下挫， 但跌幅较盘中收窄。 芯片股领跌美股 ，半导体板块收跌1.2%、盘中一度跌超3%。英伟达日内走V收复跌幅，尾盘惊险转涨0.16%。软件股延续近期反弹，北美科技软件ETF收涨2.27%。博通绩后涨4.8%。 WTI原油一度暴涨8% ，突破82美元， 创2024年7月以来新高 ， 尾盘因特朗普政府暗示将解决油价问题而有所回落 ，但仍涨3%，报79美元。 10年期美债收益率上行4.2个基点，连续第四日上涨 。美元一度涨0.6%。 比特币在避险情绪与流动性收缩的双重压制下， 下跌近3%至7.1万美元附近 。 黄金收跌1% ，白银跌1.58%。 亚洲时段，A股三大股指集体上涨，Micro LED、智能电网掀涨停潮，原油尾盘突然急跌，恒科指午后跌超1%，阿里跌近3%。 要闻 中国 李强 作 政府工作报告 ： 2026年经济增长目标4.5%-5%，赤字率4%左右 。 京东 Q4净营收同比增长1.5%至3523亿元 ，新业务投入致单季净亏损27亿元。 电话会 ： 外卖投入将低于去年 ，言犀大模型调用量激增百倍。 哔哩哔哩 Q4营收同比增长8%，经调整净利润增94%， 首次实现全年盈利 。 海外 伊朗 驳斥封锁霍尔木兹海峡说辞 ，准备应对美国地面行动，拒绝与美谈判。 劳合社 ： 保险公司仍在为霍尔木兹通航报价 ，正与DFC沟通贸易险方案。 法意希 三国联手，协调军事部署， 保障红海航行自由 。 亚洲 燃料供应陷入紧张 。 油价飙涨冲击降息预期， 美债交易员 对今年美联储不降息的预期升温 。 现货 黄金 短线下挫70美元，报道： 波兰 拟售黄金储备为国防融资 。 芝商所 下调 金银保证金 ， 黄金9%降至7%，白银18%降至14%。 中东冲突威胁， 韩国 警告： 芯片供应链面临“中断”风险 。 报道： 英伟达 GTC大会 将推出新推理芯片 ，或冲击HBM、DRAM需求。英伟达产能大调整： H200让位给下一代芯片Vera Rubin。 OpenAI 发布最强专业模型GPT-5.4，自动操作电脑 ，插件支持AI玩转Excel和金融分析。 市场收报 欧美股市 ：标普500跌幅0.57%，报6830.56点。道指跌幅1.61%，报4795...